東南亞國家的5G成長機會

5G Growth Opportunities in Southeast Asian Countries

出版日期: 2023年09月29日 | 出版商:

Frost & Sullivan | 英文 66 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

5G解決方案的商業化將推動5G的普及，但時間對於證明5G的價值至關重要

整體而言，東協地區5G總收益將從2022年的16.4億美元增加到2027年的74.3億美元，年複合成長率為35.3%。 5G連結要素這段時期5G收益的主要貢獻者。

消費領域的收益成長開始停滯。在企業方面，行動營運商已開始優先考慮成長，其中一些市場（新加坡和泰國）領先其他市場。新加坡電信的成功正在幫助行動營運商為企業領域創造價值，將企業連接所需的所有支援技術結合起來，並透過應用程式可程式介面(API) 推出新的解決方案。這證明了這樣一個事實：提供收益的機會。

正如亞太其他地區的通訊業者所經歷的那樣，5G將加速客戶體驗，以客戶為中心的策略、現有服務（包括播送）的新商業模式以及新服務（包括基於元宇宙的）可能是行動的前進方向東協的通訊業者。除了新加坡和泰國之外，該地區的其他國家由於在踏上5G征程時面臨挑戰，例如頻譜分配的延遲和5G普及較低等問題，在5G方面都處於落後狀態，因此這些領域並沒有投入太多資金。

儘管5G銷售整體實現年複合成長率成長，但在菲律賓和印尼等一些市場，5G面臨實施挑戰，這將影響進一步的投資。 5G收益的困難並沒有幫助證明5G網路設備的高成本是合理的。此外，由於限制較少（由於大流行期間的封鎖），從 2023 年起，5G 將不得不與更便宜的（Wi-Fi 熱點）和更好的（光纖）技術競爭。雖然技術開發至關重要，但將所產生的成本收益更為重要，尤其是為了維持相關人員和投資者的支持。

On the consumer side, revenue growth has started to stagnate. On the enterprise side, mobile operators have started to prioritize growth, with some markets (Singapore and Thailand) more advanced than others. Singtel's success is a testament to the fact that there is a monetizable opportunity for mobile operators to offer value to the enterprise segment by bringing together all the necessary enabling technologies for enterprises to link up to via application programmable interfaces (API) and launch new solutions.

As mobile operators elsewhere in Asia-Pacific have experienced, 5G to drive customer experience, customer-centric strategies, new business models with existing services (including broadcasting), and new services (such as metaverse-based) may be the way forward for mobile operators in ASEAN. Apart from Singapore and Thailand, other countries in the region have not invested much in these areas simply because they have fallen behind with 5G due to challenges upon embarking on their 5G journey, for example, with delayed spectrum allocation and low 5G adoption.

Although 5G revenue registered CAGR growth overall, in some markets, like the Philippines and Indonesia, 5G faces adoption challenges that impact further investment. Difficulties in 5G monetization are not helping justify the high cost of 5G network equipment. Furthermore, with fewer restrictions (from lockdowns during the pandemic), 5G must compete with cheaper (Wi-Fi hotspots) and better (fiber) technologies from 2023. Technology development is essential, but monetizing the cost incurred is even more critical, especially to maintain stakeholder and investor buy-in.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the 5G Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Segmentation
Key Competitors
Growth Metrics
Growth Drivers
Growth Restraints
Forecast Assumptions
Revenue Forecast
Revenue Forecast by Country
Revenue Forecast Analysis
Pricing Trends and Forecast Analysis
Competitive Environment
Revenue Share
Revenue Share Analysis

Growth Opportunity Analysis: Malaysia

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Indonesia

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Thailand

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Philippines

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Vietnam

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Singapore

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Universe

Growth Opportunity 1: 5G Monetization Solutions for the Enterprise and Consumer Segments
Growth Opportunity 2: Beyond Connectivity Solutions for the Enterprise Segment
Growth Opportunity 3: New Cost Structures for 5G and Beyond