ABI+亚洲5G生态系统回顾、采用情况和工业使用案例

REVIEW

OF

THE

5G

ECOSYSTEM,ADOPTION,

AND

INDUSTRIALUSE

CASES

IN

ASIA______________________________A

report

for

DSITCONTENTSEXECUTIVESUMMARY...................................................................45GDEPLOYMENTSANDACTIVITY..............................................6INTRODUCTION

.............................................................................6KEY5GTECHNOLOGIESANDSOLUTIONS

..............................75GCAPABILITIESFORENTERPRISEVERTICALS

......................8AUSTRALIA......................................................................................10CHINA

..............................................................................................15INDIA................................................................................................21JAPAN...............................................................................................25SINGAPORE....................................................................................30SOUTHKOREA...............................................................................34THAILAND.......................................................................................39VIETNAM

.........................................................................................43SUMMARYCONCLUSIONS.........................................................46SOURCES

........................................................................................475GTOBVERTICALS—TRANSPORTATION.................................63OVERVIEW.......................................................................................63KEYUSECASES..............................................................................63USECASEADOPTIONHOTSPOTS

............................................64KEYCASESTUDYEXAMPLES......................................................655GANDVEHICLE-TO-EVERYTHINGDEPLOYMENT...............665GROICONSIDERATIONS..........................................................69KEYTAKEAWAYS............................................................................70SOURCES

........................................................................................705GTOBVERTICALS—HEALTHCARE

..........................................71OVERVIEW.......................................................................................71KEYUSECASES..............................................................................71USECASEADOPTIONHOTSPOTS

............................................72KEYCASESTUDYEXAMPLES......................................................735GROICONSIDERATIONS..........................................................75KEYTAKEAWAYS...........................................................................76SOURCES

........................................................................................765GTOBUSECASE:MANUFACTURING.....................................49OVERVIEW.......................................................................................49USECASES......................................................................................49REAL-TIMEDATAANALYTICS

.....................................................50KEYCASESTUDYEXAMPLES......................................................515GROICONSIDERATIONS..........................................................54KEYTAKEAWAYS............................................................................56SOURCES

........................................................................................565GTOBVERTICALS—MEDIA&ENTERTAINMENT..................77OVERVIEW.......................................................................................77KEYUSECASES

.............................................................................77USECASEADOPTIONHOTSPOTS

............................................78KEYCASESTUDYEXAMPLES......................................................79UHDVIDEO:CHINAMEDIAGROUP(CMG)GUANGHUAROADOFFICECASESTUDY,CHINA.................80XRMUSEUMEXPERIENCE:HUNANMUSEUMCASESTUDY,CHINA

....................................................................815GROICONSIDERATIONS..........................................................81KEYTAKEAWAYS............................................................................82SOURCES

........................................................................................825GTOBVERTICALS—LOGISTICS................................................57OVERVIEW.......................................................................................57KEYUSECASES

.............................................................................57USECASEADOPTIONHOTSPOTS

............................................58KEYCASESTUDYEXAMPLES

.....................................................595GROICONSIDERATIONS..........................................................60KEYTAKEAWAYS............................................................................62SOURCES

........................................................................................622REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIA5GTOBVERTICALS—EDUCATION

............................................83OVERVIEW.......................................................................................83KEYUSECASES..............................................................................83USECASEADOPTIONHOTSPOTS

............................................83KEYCASESTUDYEXAMPLES......................................................845GROICONSIDERATIONS..........................................................85KEYTAKEAWAYS............................................................................86SOURCES

........................................................................................865GTOBGVAIMPACTASSESSMENT.......................................

107OVERVIEW....................................................................................

107PRODUCTIVITYASSESSMENT

.................................................

107COSTIMPACT..............................................................................

108CARBONEMISSIONSASSESSMENT

......................................

109HEALTHANDSAFETYASSESSMENT......................................

110SUMMARYCONCLUSIONS

.....................................................

111SOURCES

.....................................................................................

1115GTOBVERTICALS—ENERGY

....................................................87OVERVIEW.......................................................................................87KEYUSECASES..............................................................................87USECASEADOPTIONHOTSPOTS

............................................88KEYCASESTUDYEXAMPLES......................................................895GROICONSIDERATIONS..........................................................91KEYTAKEAWAYS............................................................................92SOURCES

........................................................................................935GTOBTOTALCOSTOFOPERATIONSANALYSIS,2022TO2027.............................................................................

112AGGRESSIVEANDCONSERVATIVETCOANALYSIS............

113BENEFITSANALYSIS—OPERATIONALCOSTSAVINGSRETURNSONTCOINVESTMENT............................................

1165GTOBTCOACROSSINDUSTRIES.........................................

118SOURCES

.....................................................................................

118U.K.INDUSTRIES5GTOBANALYSISANDRECOMMENDATIONS...............................................................

1195GTOBVERTICALS—MINING.....................................................94OVERVIEW.......................................................................................94KEYUSECASES..............................................................................94USECASEADOPTIONHOTSPOTS

............................................95KEYCASESTUDYEXAMPLES......................................................965GROICONSIDERATIONS..........................................................97KEYTAKEAWAYS............................................................................98SOURCES

........................................................................................99OVERVIEW....................................................................................

119U.K.TELECOMMUNICATIONSSECTOR................................

119PRIVATENETWORKSPECTRUM

.............................................

120COMPARISONWITHASIA-PACIFICMARKETSPECTRUMALLOCATIONS

......................................................

120POPULATIONCOVERAGE........................................................

1215GRANINFRASTRUCTURE......................................................

1215GCNETWORK...........................................................................

121OPERATIONSSUPPORTSYSTEMANDBUSINESSSUPPORTSYSTEM

.................................................

122MECANDCLOUDCOMPUTING.............................................

123U.K.INDUSTRIES

........................................................................

125KEYTAKEAWAYS.........................................................................

126SOURCES

.....................................................................................

1275GTOBVERTICAL—AVIATIONANDAGRICULTURE

...........

100OVERVIEW....................................................................................

100KEYUSECASES...........................................................................

100USECASEADOPTIONHOTSPOTS

.........................................

101KEYCASESTUDYEXAMPLES...................................................

1025GROICONSIDERATIONS.......................................................

104KEYTAKEAWAYS.........................................................................

106SOURCES

.....................................................................................

106APPENDICES

...............................................................................

128METHODOLOGIES.....................................................................

128APPLIEDEXCHANGERATES

...................................................

129SAMPLETCOBREAKOUTFORSMARTMANUFACTURING.......................................................

130GLOSSARY

...................................................................................

1323REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIAREVIEW

OF

THE

5G

ECOSYSTEM,

ADOPTION,AND

INDUSTRIAL

USE

CASES

IN

ASIAA

report

for

DSITEXECUTIVE

SUMMARYJakeSaundersVice

President,

Verticals/End

Markets5G

is

the

next

step

in

meeting

the

growing

demand

for

increased

data

throughput,

enhanced

signalreliability,

better

coverage,

and

improved

network

efficiencies.

5G

is

also

capable

of

supportingenterprise-grade

applications,

such

as

enabling

autonomous

operations,

Machine

Vision

(MV)

withArtificial

Intelligence

(AI)

support

from

the

cloud,

real-time

analysis

of

Internet

of

Things

(IoT)

connectionsat

scale,

etc.

As

of

July

2022,

ABI

Research

found

that

out

of

eight

Asian

countries

studied,

five

of

themhave

achieved

over

50%

of

5G

population

coverage.

Compared

to

2020,

only

China

and

South

Koreaopenly

announced

having

achieved

a

certain

level

of

5G

population

coverage.

Consequently,

the

numberof

publicly

announced

5G

enterprise

deployments

has

increased

by

114%

across

the

eight

countriesstudiedduringthisperiod.Table1:

Key5GStatisticsSummary

byCountryinJuly2022(Source:

ABI

Research)VARIABLESAUSTRALIACHINAINDIA*JAPANSINGAPORESOUTH

KOREATHAILANDVIETNAM5GPopulationCoverage75%to

85%87%0%30%to35%95%90%77%0%700MHz,800MHz,900MHz,1.8GHz,2.1GHz,2.5GHz,3.3GHz,26GHz3.4GHz,3.5GHz,3.6GHz,28GHz850/900MHz,3.6GHz,26GHz700MHz,2.5GHz,3.5GHz,4.8GHz3.7GHz,4.5GHz,28GHz2.1GHz,3.5GHz,26&28GHz700MHz,2.6GHz,26GHzNotyetawardedAssignedSpectrum5GSubscriptions(million)Total

ARPU

(GBP)4.585.5899.319.106.17027460.7232.2045.521,10045.9616.359.173505GBTS

Deployments>4,0001,850,000>87,000>215000<17,244AverageDataThroughput(5G)209Mbps2.51300Mbps>150Notapplicable21.8158.5Mbps5.27246Mbps0.562425Mbps6.3109Mbps>3.14Notapplicable0.761No.ofBusinessesinCountry(millions)No.of5GCaseStudiesNetNeutralityStatus218302441750NotEnforcedNotEnforcedEnforcedEnforcedEnforcedEnforcedNotEnforcedNotEnforced*Note:Updatedtoreflecttheresultsofthe5GspectrumauctionthatconcludedinAugust2022.Countries

that

have

strong

5G

enterprise

deployments

have

had

very

strong

top-down

support

fromgovernment

policies.

This

has

been

done

in

numerous

ways,

generally

in

the

form

of

lower

barriers

toentry

of

acquiring

spectrum,

government

subsidies

for

5G

enterprise

deployments,

government-led

5Genterprisetestbedsandtrialswithenterprises,anda5Gpolicyplanwithclearlydefinedtargets.Through

the

study

of

154

5G

enterprise

deployments

in

Asia,

ABI

Research

found

that

5G

networks

haveshown

to

improve

productivity

for

enterprises

by

increasing

average

task

productivity

between

52%

and245%.

5G

was

also

shown

to

reduce

costs

for

enterprises

of

between

10%

and

90%.

This

study

was

doneacross

eight

main

verticals

and

an

additional

“other”

vertical.

The

eight

main

verticals

are

manufacturing,4REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIAlogistics,transportation,healthcare,media&entertainment,education,energy,andmining.The“other”vertical

includes

an

analysis

of

verticals

that

are

more

nascent

and

niche,

such

as

aviation.

Manufacturingwas

the

most

popular

deployment

for

5G,

with

5G

being

able

to

enable

a

variety

of

use

cases,

such

asAugmented

Reality

(AR)/Virtual

Reality

(VR),

autonomous

robots

like

Automated

Guided

Vehicles

(AGVs)and

Autonomous

Mobile

Robots

(AMRs),

real-time

data

analytics,

MV,

and

more.

These

use

cases

utilizedthe

capabilities

of

5G

in

providing

low

latency

for

real-time

robotic

control

and

feedback

loops

to

enableautonomous

operations,

gigabyte

bandwidths

to

process

High-Definition

(HD)

images

for

better

AI-based

quality

checks,

and

the

ability

to

connect

a

massive

amount

of

sensor

data

that

allow

for

thebuilding

of

digital

twins

and

more

accurate

predictive

maintenance.

Beyond

manufacturing,

remotelyoperated

and

semi-autonomous

cranes

were

able

to

significantly

impact

productivity

in

ports,

miningfacilities,

warehouses,

and

factories,

where

moving

and

transporting

heavy

and

hazardous

materialswere

core

operational

needs.

MV

also

has

a

variety

of

applications,

from

AI-based

equipment

inspectionto

drone

and

AR

Head-Mounted

Display

(HMD)

surveillance,

in

verticals

like

transportation,

energy,logistics,manufacturing,andmining.To

enable

these

5G

use

cases,

ABI

Research

estimates

the

cost

for

a

typical

5G

private

networkdeployment

to

be

between

GBP

335,000

and

GBP

533,000

over

a

5-year

period,

with

between

54%

and58%

of

the

Total

Cost

of

Ownership

(TCO)

driven

by

Capital

Expenditure

(CAPEX).

The

above

analysisfinds

that

deploying

a

5G

private

network

in

an

enterprise

without

use

cases

can

cost

between

GBP13

and

GBP

21

per

Square

Metre

(m2)

over

a

5-year

period,

after

considering

system

integration

andreplacement

costs,

as

well

as

Operational

Expenditure

(OPEX)

and

CAPEX.

Beyond

productivity

gainsand

cost

savings,

5G

enterprise

deployments

were

also

shown

to

reduce

carbon

emissions

by

improvingfuel

efficiency

by

enabling

autonomous

capabilities,

and

improving

efficiency

of

equipment

through

dataanalytics.

Accident

rates

across

multiple

verticals,

including

mining,

transportation,

and

manufacturing,were

also

decreased

due

to

the

ability

of

5G

paired

with

AI

to

identify

potential

hazards

and

employremoteoperationstocreateasaferworkingenvironment.5REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIA5G

DEPLOYMENTS

AND

ACTIVITYINTRODUCTIONWireless

communications

technologies

are

a

critical

driver

for

digital

transformation

and

are

quicklychanging

the

digital

landscape

of

regions

throughout

the

world.

In

4Q

2021,

there

were

an

estimated8.2

billion

global

mobile

subscriptions.

ABI

Research’s

study

of

30

key

countries

revealed

Asia-Pacificto

be

the

largest

market

in

the

world

for

wireless

mobile

technology

and

5G,

accounting

for

more

thanhalf

of

the

global

mobile

market

and

around

87%

of

the

global

5G

market

in

2021.

In

this

respect,

5Gsubscriptions

in

Asia-Pacific

have

been

growing

rapidly

with

an

estimated

571

million

subscriptions

in2021.

China

is

the

largest

market

in

the

region,

accounting

for

91%

of

the

total

Asia-Pacific

market

and

itisexpectedtogrowataCompoundAnnualGrowthRate(CAGR)of11%from2022to2027.5G

standardization

was

completed

in

The

3rd

Generation

Partnership

Project

(3GPP)

Release

15,which

provided

a

full

set

of

standards

to

Non-Standalone

(NSA)

5G

radio

systems

(i.e.,

5G

that

usesa

Long

Term

Evolution

(LTE)

network,

often

the

first

phase

in

5G

deployment)

and

Standalone

(SA)5G

radio

systems

(i.e.,

fully

5G

network

that

no

longer

relies

on

the

LTE

network).

In

this

respect,

theguidance

of

3GPP

standardization

has

supported

the

rapid

deployment

of

5G

wireless

technologies.Local

government

regulatory

frameworks

have

also

played

a

major

role

in

influencing

the

adoption

of5G

in

Asia-Pacific,

as

these

policies

govern

the

domestic

standards

for

spectrum

allocation

and

creatinginvestment

opportunities

for

5G

development.

With

more

countries

in

the

region

adopting

5G,

anincreasing

number

of

use

cases

in

different

verticals

are

coming

out

of

Asia-Pacific,

which

shows

thevalue

for

both

the

consumer

and

business

segments.

To

this

end,

5G

has

been

identified

by

manyAsia-Pacific

countries

as

a

critical

technology

for

Industry

4.0

transformation

and

unlocking

economicopportunitiesinanincreasinglyconnectedworld.Communication

Service

Providers

(CSPs)

for

each

country

operate

in

both

the

consumer

and

enterprisesegments.

In

2018,

the

consumer

segment,

which

consists

of

mobile

billing

and

mobile

networkcontracts

for

end

users,

makes

up

most

of

the

revenue

for

Asia-Pacific

CSPs,

accounting

for

anywherebetween

50%

and

95%

of

total

revenue.

Enterprise

as

a

share

of

operator

revenue

generally

accountsfor

anywhere

between

5%

and

50%,

with

a

30%

average,

and

with

the

majority

coming

from

traditionalcommunications,

such

as

fixed

and

mobile

connectivity.

While

enterprise

revenue

is

generally

smallerin

comparison

to

consumer

revenue,

this

is

more

so

a

reflection

of

running

a

large

consumer

mobilebusiness,

rather

than

having

a

small

presence

in

the

enterprise

market.

With

the

adoption

of

5Genterpriseapplications,ABIResearchexpectsenterpriserevenuetosignificantlyincreaseoverthenextfewyears.FactorsdrivingthesechangesincludedecliningconsumerAverageRevenuePerUser(ARPU)in

the

sector,

increasing

demand

for

low-latency

high-capacity

network

capabilities,

and

increasingdigitaltransformationopportunitiesinvariousindustries.As

the

enterprise

segment

slowly

grows,

it

has

driven

the

adoption

of

new

business

models.

Specifically,new

growth

areas

that

focus

on

services

beyond

traditional

communications,

such

as

the

IoT,

cloud,security,

and

data

analytics,

have

been

critical

in

driving

segment

adoption

of

dedicated

subsidiaries,vertical

subsidiaries,

and

joint

ventures

in

order

to

better

serve

enterprise

requirements.

With

theadvent

of

5G,

CSPs

will

increase

their

abilities

to

service

enterprises

through

5G

SA

networks,

slicing,edge,andspectrum,andwillbeabletogeneratemorerevenueopportunities.Verticalspecializationof5G

and

IoT

technologies

is

a

key

piece

for

unlocking

high-growth

enterprise

opportunities

and

potential.6REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIAKEY5GTECHNOLOGIESANDSOLUTIONS5G

wireless

technologies

are

the

next

step

in

meeting

the

growing

demand

for

increased

data

throughput,enhancedsignalreliability,bettercoverage,andimprovednetworkefficiencies.Mostnotably,5Gbringsforward

more

versatile

connectivity

scenarios

relative

to

previous

network

generations.

This

increasedversatility

allows

for

connectivity

scenarios

that

can

go

beyond

the

end

user

and

can

make

a

meaningfulbusinessimpactonmultipleindustryverticals.The

factory

floor,

for

example,

stands

to

gain

considerable

value

from

5G.

The

need

for

more

adaptiveandagileprocessesrequiresashifttonetworksthatcanprovidehigherdataratesandlowerlatencies,andcansupportubiquitousconnectivitytomoredevicesandmachines.DistinctConnectivityScenariosof5GThe

International

Telecommunications

Union

(ITU)

has

established

three

main

5G

connectivity

scenariosthat

can

satisfy

a

diverse

scope

of

use

cases

and

specific

communication

requirements

of

consumersand

enterprises.

These

three

scenarios

are

Enhanced

Mobile

Broadband

(eMBB),

Ultra-Reliable

LowLatencyCommunications(URLLC),andMassiveMachine-TypeCommunications(mMTC).Figure1:KeyFeaturesof

5G(Source:

University

of

Limerick)EnhancedMobileBroadbandeMBBfocusesonthedata-drivenusecasesthatrequirehighratesofdataacrossalargecoverageareaby

mobile

devices,

including

smartphones,

wearables,

tablets,

laptops,

mobile

broadband

devices,

andmore.

eMBB

would

enable

data-intensive

applications,

such

as

4K/8K

Ultra

High-Definition

(UHD)

videos,AR/VR,cloudgaming,andenhancedmobilemedia.In

early

NSA

5G

deployments,

eMBB

builds

on

the

established

Long-Term

Evolution

(LTE)

standardsand

technology

to

provide

higher-capacity

communications

to

cater

to

densely-populated

indoor

andoutdoor

areas,

enhanced

all-inclusive

connectivity

(especially

to

rural

areas),

and

improved

connectivityin

mobile

scenarios.

IMT-2020

minimum

technical

performance

requirements

state

that

eMBB

must7REVIEWOFTHE5GECOSYSTEM,ADOPTION,ANDINDUSTRIALUSECASESINASIAsupport

a

capacity

of

10

Megabits

per

second

(Mbps)

per

m2;

downlink

and

uplink

of

10

Gigabits

perSecond

(Gbps);

and

data

exchange

latency

of

4

Milliseconds

(ms).

The

advent

of

eMBB

services

wouldfurther

increase

the

demand

and

consumption

of

mobile

data.

Over

the

course

of

ABI

Research’sforecasts

across

30

countries,

mobile

data

traffic

is

anticipated

to

grow

to

around

2,560

exabytes

by2025.

5G

mobile

subscribers

are

estimated

to

grow

to

2.1

billion

by

2025

and

account

for

48%

of

thetotaltrafficgeneratedin2025.Operators

around

the

world

have

already

been

making

large

strides

in

rolling

out

their

respective

5Gnetworks.

5G

networks

have

been

deployed

in

378

cities

across

34

countries.

Emerging

markets

are

alsoexhibiting

a

similar

pace

towards

5G

when

compared

to

developed

countries,

with

regulators

pushing

foraccelerated

spectrum

auctions,

initiating

coverage

commitments

from

Mobile

Service

Providers

(MSPs),and

encouraging

network

infrastructure

sharing.

These

initial

NSA

5G

networks

are,

however,

mainlyfocusedondeliveringeMBBservicestoconsumerendmarkets.5GCAPABILITIESFORENTERPRISEVERTICALSThe

transformational

features

of

5G

that

can

impact

the

connectivity

scenarios

of

enterprise

verticals

aremMTC

and

URLLC.

These

two

features

are

essential

for

the

wireless,

deterministic,

and

time-sensitivenature

of

Industry

4.0

processes

that

include

predictive

maintenance,

autonomous

robotics,

andstreamlinedproductlifecyclemanagement.MassiveMachineTypeCommunicationmMTC

plays

a

vital

role

in

providing

cheap

and

stable

connectivity

to

an

exponentially

larger

number(millions,

potent