Summary

米国調査会社マインドコマース(Mind Commerce)の調査レポート「専用LTEと5G新無線 (5GNR)の専用無線ソリューション市場：企業オートメーション、産業用IoTアプリケーション、サービス　2019-2024年」は、5G NRを査定し、産業オートメーションや企業のミッションクリティカルな用途やサービスのために専用IoTネットワークを提供するMNOとVNOについて概説している。主要企業、技術、ソリューションについて記載している。5G NRの市場課題、ビジネスチャンス、機器とコンポーネントについて概説している。世界と地域毎の機器の詳細な予測と5G NRの産業毎の投資について記載している。

Overview:

LTE Advanced (LTE-A) a major step in the evolution of 4G technology, providing mobile coverage, higher performance, and greater connection stability. The 5G New Radio (NR) access technology is a part of 5G Radio Access Network (RAN) architecture that is composed of LTE evolution and millimeter wave (mmWave)  technology that will be operable from sub-1 GHz to 24+ GHz in a range of low band, mid band, and high band.   A variety of complementary technologies will enable 5G NR supported systems including massive MIMO, advanced LPDC, TDD sub-frame, beamforming, and mmWave radio frequency.  

For communication service providers, mmWave will bring both challenges and opportunities for general RAN infrastructure and in particular for private Internet of Things (IoT) networks for industrial automation and mission critical services for enterprise across many industry verticals.  The higher frequencies suffer from attenuation, which means they lose signal over distance and when they hit objects (even water vapor, but especially solid objects like trees, buildings, etc.). This is why there is a need for massive MIMO and other multi-signal approaches help, along with beam-forming to direct RF energy to where it is needed, but the signal is so directional in nature that it is very hard to maintain with a moving object.

From an infrastructure and managed services perspective, 5G NR will facilitate vertical market opportunities for vendors to offer distributed macro-cell base stations, small cells unit, remote radio head units, and C-RAN baseband units for both dedicated and shared resource networks.   5G RRHs unit shipment alone will grow at 74.5% CAGR from 2017 to 2024, reaching 91 million units by 2024. Private LTE and 5G networks for enterprise and industrial automation will consist of Virtualized Network Solutions, Dedicated/Non-Virtualized Network Solutions, and Hybrid Network Solutions with an anticipated global market opportunity of $13.2B, $91.B, and $17.2B respectively.

This research evaluates 5G NR and the market outlook for MNO and VNO to offer private IoT networks for the benefit of industrial automation and mission critical enterprise applications and services.  The report evaluates major players, technologies, and solutions.  The report also assesses market challenges, opportunities, and the overall outlook for 5G NR equipment and components.  The report provides detailed forecasts for equipment globally and regionally as well as investment in 5G NR by industry vertical. 

Key Findings:

•    Highest ROI solutions for carrier LTE-A and 5GNR offerings will be for enterprise applications and industrial automation
•    Growth of private LTE and 5G solutions for enterprise and industrial customers is 34% faster than public apps and services
•    5GNR solutions will be largely fixed wireless WAN connectivity and support of industrial private communications networks
•    Solutions will consist of Fully Virtualized, Dedicated/Non-Virtualized, and Hybrid Network Solutions for business customers
•    Carriers will move ahead aggressively with non-standalone 5G, but will realize significant benefits with 5G core network upgrades

Target Audience:

•    Managed services providers
•    Telecom infrastructure providers
•    Communication service providers
•    Application development companies
•    Computing and datacenter companies

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Table of Contents

1              Executive Summary
2              Introduction
2.1          5G New Radio Overview
2.2          5G NR Development
2.3          Industrial Automation and 5G NR
2.4          Private IoT Network: Architecture and Benefits
2.5          Spectrum Sharing and 5G NR
2.6          Private IoT Network Industry Application
3              Private Wireless Ecosystem
3.1          AT&T
3.2          Airtel
3.3          BT Group (EE)
3.4          China Mobile
3.5          China Telecom
3.6          Deutsche Telekom AG
3.7          Emirates Integrated Telecommunications Company
3.8          KT Corporation
3.9          NTT DoCoMo
3.10        STC - Saudi Telecom Company
3.11        SK Telecom
3.12        Sprint Corporation
3.13        Telstra
3.14        Verizon
3.15        Vodafone Group
3.16        Telenor
3.17        T-Mobile USA
3.18        Rogers Communications
3.19        America Movil
3.20        Entel
3.21        Movistar
3.22        China Unicom
3.23        Ooredoo
3.24        Zain
3.25        Swisscom
3.26        Spark NZ
3.27        Telecom Italia
3.28        Orange SA
3.29        KDDI Corporation
3.30        LG Uplus
3.31        Softbank Group
3.32        SingTel
3.33        Telefonica
3.34        Apple
3.35        Facebook (Whatsapp)
3.36        Google
3.37        Microsoft
3.38        Rakuten (Viber)
3.39        Tencent
3.40        WeChat
3.41        Skype (Microsoft)
3.42        Telegram
3.43        Ribbon Communications
3.44        REVE Systems
3.45        Hulu
3.46        Netflix
3.47        Dish (Sling TV)
3.48        Sky Go
3.49        Roku
3.50        Sony (PlayStation Vue)
3.51        Fubo TV
3.52        Philo TV
3.53        ClipBucket
3.54        Muvi
3.55        Contus Vplay
3.56        Quickplay
3.57        Vplayed
3.58        Ooyala
3.59        Vidmind
3.60        Mobiotics
3.61        Nokia Networks
3.62        Samsung Electronics
3.63        Cisco Systems
3.64        LG Electronics
3.65        Huawei Technologies
3.66        Ericsson
3.67        FirstNet
3.68        Qualcomm
3.69        Intel Corporation
3.70        NEC Corporation
3.71        ZTE Corporation
3.72        Ciena Corporation
3.73        Cavium Inc.
3.74        Qorvo Inc.
3.75        Fujitsu Ltd.
3.76        Broadcom Corporation
3.77        HPE
3.78        VMware Inc.
3.79        MediaTek Inc.
3.80        Juniper Network Inc.
3.81        Analog Devices Inc.
3.82        MACOM Technology
3.83        Motorola
3.84        Ascom
3.85        Harris
3.86        Hytera
3.87        Cobham Wireless
3.88        Leonardo
3.89        Mentura Group
3.90        Inmarsat
3.91        Zenitel
3.92        HTC
3.93        Airspan
3.94        Alvarion
3.95        Sierra Wireless (Accel Networks)
3.96        Coolpad Dyno
3.97        Mobvoi
3.98        Fitbit
3.99        Misfit
3.100     Asus
3.101     Netgear
3.102     Zyxel
3.103     Alibaba
3.104     D-Link
3.105     UbiFi
3.106     Altair Semiconductor
3.107     SimNet Wireless
3.108     Siretta
3.109     Cradlepoint
3.110     Telit Communications
3.111     Keysight Technologies
3.112     Rohde & Schwarz
3.113     Gemalto
3.114     Netcracker
3.115     Texim Europe
3.116     M2M Connectivity
3.117     Eurotech
3.118     RedLinX
3.119     MYCOM OSI
3.120     Colt
3.121     ADLINK Technology Inc.
3.122     Affirmed Networks
3.123     Cloudify
3.124     EdgeConnex
3.125     Edgeworx
3.126     InterDigital Inc.
3.127     Mimic Technology
3.128     MobiledgeX
3.129     Ori
3.130     Pixeom
3.131     Pluribus Networks
3.132     Quortus
3.133     Saguna Networks
3.134     SpiderCloud Wireless
3.135     Vapor IO
3.136     Vasona Networks (ZephyrTel)
4              Private LTE Networks
4.1          Spectrum Allocation
4.1.1      CBRS
4.1.2      MulteFire
4.2          Private Virtual Networks
4.3          Private LTE for Industrial IoT
4.4          Moving Beyond Trials and Demonstrations
4.5          Market Outlook and Forecasts
4.5.1      Private LTE Network Infrastructure Investment 2019 – 2024
4.5.2      Private LTE Network Infrastructure Investment by Market Segment
4.5.3      Private LTE Network Infrastructure Investment by Industry Vertical
4.5.4      Private LTE Network Infrastructure Investment by Region
5              Private 5G NR in Enterprise and Industrial Analysis and Forecasts
5.1          Network Architecture and Submarket
5.2          5G NR Network Standardization
5.3          5G NR Network Design
5.3.1      Enabling Technologies
5.3.2      Reconfigurable Factory
5.3.3      Non-Standalone and Standalone Deployment
5.4          Moving Beyond Trials and Demonstrations
5.5          Private 5G Business Solutions Market Outlook and Forecasts
5.5.1      LTE and 5G in Private Wireless Networks 2019 – 2024
5.5.1.1   MNO Service Deployment: Public vs. Private LTE 2019 – 2024
5.5.1.2   Private LTE and 5G by MNO: Virtualized, Dedicated, and Hybrid 2019 – 2024
5.5.1.3   Wireless OTT Service Deployment: Public vs. Private LTE 2019 – 2024
5.5.1.4   Private LTE and 5G by OTT: Virtualized, Dedicated, and Hybrid 2019 – 2024
5.5.1.5   Enterprise Service LTE and 5G Deployment: Public vs. Private 2019 – 2024
5.5.1.6   Private LTE and 5G in Enterprise: Virtualized, Dedicated, and Hybrid 2019 – 2024
5.5.1.7   Industrial Service LTE and 5G Deployment: Public vs. Private 2019 – 2024
5.5.1.8   Private Industrial LTE and 5G: Virtualized, Dedicated, and Hybrid 2019 – 2024
5.5.2      Standardized 5G NR Infrastructure Investment 2019 – 2024
5.5.2.1   Standardized 5G NR Infrastructure Investment by Component 2019 – 2024
5.5.2.2   Standardized 5G NR Infrastructure Investment by Industry Vertical 2019 – 2024
5.5.2.3   Standardized 5G NR Infrastructure Investment by Region 2019 – 2024
5.5.3      5G Core Network Infrastructure Investment 2019 – 2024
5.5.4      5G Transport Network Infrastructure Investment 2019 – 2024
5.5.5      5G NR Infrastructure Unit Shipment 2019 – 2024
5.5.5.1   5G Distributed Macro-cell BTS Shipments 2019 – 2024
5.5.5.2   5G Small Cells Unit Shipment 2019 – 2024
5.5.5.3   5G Remote Radio Heads (RRHs) Unit Shipment 2019 – 2024
5.5.5.4   5G C-RAN Base Band Units (BBUs) Unit Shipment 2019 – 2024
6              Conclusions and Recommendations
6.1          Spectrum Allocation
6.2          Competitive Challenges and Opportunities

Figures

Figure 1: 5G NR Requirements  
Figure 2: Private LTE/5G IoT Network Benefits   
Figure 3: Private LTE and 5G IoT Network Architecture   
Figure 4: Private LTE Network Spectrum               
Figure 5: CBRS Three Tier Spectrum Sharing        
Figure 6: Virtual Private Network Architecture   
Figure 7: Global Private LTE Network Infrastructure Investment 2019 – 2024       
Figure 8: 5G NR Access Network Architecture    
Figure 9: 3GPP Release 14 and 15 Timeline          
Figure 10: Millimeter Wave in 5G NR Architecture            
Figure 11: Massive MIMO in 5G NR Architecture               
Figure 12: Non-Standalone Architecture for 5G NR Network       
Figure 13: Global Pre-Standard 5G NR Infrastructure Investment              
Figure 14: Global Standardized 5G NR Infrastructure Investment 2019 – 2024      
Figure 15: Global Next Gen 5G Core Network Infrastructure Investment 2019 – 2024      
Figure 16: Global 5G Transport (Front-haul and Backhaul) Network Infrastructure Investment 2019 – 2024           
Figure 17: Global Distributed Macro-cell BTS Shipments 2019 – 2024        
Figure 18: Global 5G Small Cells Shipments 2019 – 2024  
Figure 19: Global 5G Remote Radio Heads Shipments 2019 – 2024            
Figure 20: Global 5G C-RAN Base Band Units Shipments 2019 – 2024        
Figure 21: Private IoT Network Competitive Landscape 

Tables

Table 1: Global Private LTE Network Infrastructure Investment by Market Segment 2019 – 2024
Table 2: Global Private LTE Network Infrastructure Investment by Industry Vertical 2019 – 2024 
Table 3: Private LTE Network Infrastructure Investment by Region 2019 – 2024  
Table 4: Global MNO Service Market for LTE and 5G by Deployment 2019 – 2024               
Table 5: Global MNO Service Market for Private LTE and 5G by Network Deployment Type 2019 – 2024  
Table 6: Global Wireless OTT Service Market for LTE and 5G by Deployment 2019 – 2024
Table 7: Global Wireless OTT Service Market for Private LTE and 5G by Network Deployment Type 2019 – 2024  
Table 8: Global Enterprise Service Market for LTE and 5G by Deployment 2019 – 2024     
Table 9: Global Enterprise Service Market for Private LTE and 5G by Network Deployment Type 2019 – 2024        
Table 10: Global Industrial Service Market for LTE and 5G by Deployment 2019 – 2024     
Table 11: Global Industrial Service Market for Private LTE and 5G by Network Deployment Type 2019 – 2024       
Table 12: Global Standardized 5G NR Infrastructure Investment by Component 2019 – 2024 2019 – 2024
Table 13: Global Standardized 5G NR Infrastructure Investment by Industry Vertical 2019 – 2024               
Table 14: Standardized 5G NR Infrastructure Investment by Region 2019 – 2024