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5G-Enabled Personal Computers Competitive Intelligence Report

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A deep dive competitive analysis of the top manufacturers of 5G-enabled PCs and how they stack up

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5G-Enabled Personal Computers Competitive Intelligence Report

  1. 1. AI INSIGHTS | JUNE 2019 5G-ENABLED PERSONAL COMPUTERS Competitive Intelligence Report JUNE 2020
  2. 2. 1. Executive Summary................................................5 Research Scope.......................................................6 Introduction............................................................7 Factors influencing 5G-enabled PC adoption...........11 Always-on solutions as a springboard for 4G-enabled computers............7 5G to unlock the real potential of connected PCs............10 Key drivers of 5G-enabled PC adoption in enterprises............13 > Cloud computing and automation............13 > Seamless connectivity............13 > Fast and secure wireless network............13 > eSIM integration............13 > Convenience............13 Adoption barriers for enterprise-centric 5G-enabled PCs............14 > Need for larger capital investments............14 > Competition with established Wi-Fi networks and mobile dongles............14 > Health concerns............14 Use cases highlighting the significance of 5G-enabled PCs............15 > Productivity as a service............15 > Real-time collaboration............15 > Unified digital infrastructure............15 2. 3. 4. TABLE OF CONTENTS
  3. 3. Integration Challenges for 5G-enabled PCs............16 Competitive Analysis.....................................................19 Key Takeaways....................................................38 Opportunities and Recommendations for Key Stakeholders..................................................41 Antenna placements............17 Signal-to-noise ratio............17 Antenna isolation............18 Thermal management............18 Frontrunners: Leading the 5G-enabled PC market............21 > Lenovo............21 > Dell............24 > Hewlett-Packard (HP)............27 > Comparison of all the 5G-enabled PCs announced (as of May 2020)............29 Other contenders in the 5G-enabled PCs domain............33 Delay in deployment............39 New entrants in the PC ecosystem............39 Monopoly in the 5G-enabled PC modem space............39 Multi-mode and backward compatibility............39 Rare activity related to 5G in desktops............40 Role of AI spans across technical and operational parameters............40 Mobile network operators............42 > New revenue stream............42 > Data plans............43 > Deployment partner............43 PC OEMS............43 > Geographical deployment strategy............43 > Deployment partner............43 5. 6. 7. 8.
  4. 4. 5G-enabled Personal Computers 4 Conclusion...........................................................45 Annexure.............................................................48 References...........................................................56 9. 10. 11. 5G modem manufacturers............44 > Integrated RF and baseband solutions............44 > Expanding end-device support............44 Cloud service providers and cloud-based applications............44
  5. 5. 5G-enabled Personal Computers 5 Enterprises are increasingly embracing mobile and automated work environments and 5G is redefining our approach towards enterprise mobility and automation strategies. The rapid spread of 5G infrastructure is underscoring new business use cases and driving digital device makers to rethink their offerings across a host of application areas including automotive, robotics, augmented/ virtual/mixed reality, and IoT-enabled services. The 5G-enabled personal computer (PC) is a direct result of this trend. An increasingly converged value chain ................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ .......................................................................................................................................................... ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ .......................................................................................................................................................... ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ ......................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................................ .......................................................................................................................................................... A competitive intelligence study was conducted to identify the evolution of enterprise PCs in the 5G era. The study comprises an overview of 4G- and 5G-enabled PC ecosystems, and highlights the strategies of PC makers and other companies in the PC value chain contemplating 5G connectivity. EXECUTIVE SUMMARY
  6. 6. 5G-enabled Personal Computers 6 The critical questions answered in this report have been listed below: RESEARCH SCOPE The objective of the report is to study the prominent participants focused on providing 5G-enabled PCs for enterprise applications. We have assessed a total of 13 companies active in the cellular- enabled PC domain. A competitive analysis was performed for tracking the PC makers’ 5G-related activities such as partnerships, segment focus, strategies, and product announcements. Products and solutions related to radio frequency front-end (RFFE), antennas, and modems are highlighted only in relation with the PC products. ◊ What are the factors for an increase in traction of cellular-enabled PCs? What are the key strategies for enabling 4G-connected PCs? ◊ What are the opportunities in the always on connected systems domain that are making 5G connectivity for PCs an attractive option? ◊ What are the drivers, market limitations, and technical challenges associated with the adoption and development of 5G-enabled PCs? ◊ Who are the frontrunners and the other contenders in the 5G-enabled PC domain with near term and long term market entry plans, respectively? ◊ Who are the key 5G technology enablers for PCs, and how does that affect the dynamics of the enterprise operations? ◊ What are the benefits that 5G-enabled PCs can provide for the enterprise sector? ◊ Which key patent publications can be mapped to the cellular-enabled PCs that are commercialized or under development? ◊ What are the key strategies and roadmaps for commercial availability of 5G-enabled PCs from various PC OEMs? ◊ What are the opportunities for various stakeholders in realizing 5G-enabled PCs? The study leverages a set of standardized definitions: Enterprises Businesses including commercial, educational, the federal government, hospitals, hotels, office campuses, manufacturing, warehousing, transportation and other non-residential environments. RFEE RF transceiver chips and antennas Modem Cellular baseband chips PCs For the purpose of the study PCs include only laptops and 2-in-1s (laptops and tablet in one) and all other variants of PCs including desktops, workstations are explicitly defined.
  7. 7. 5G-enabled Personal Computers 7 INTRODUCTION Always On solutions as a springboard for 4G-enabled PCs AOAC PCs are proliferating, and are set to redefine the present PC ecosystem. AOAC is an umbrella term used to define PCs with lightweight and flexible form factors, which can switch on instantly, have battery life in days, and are enabled with cellular connectivity, in addition to other legacy options. While the concept is not new, the specific term “AOAC” has emerged only over the last four years, with PC makers leveraging it as a marketing strategy. The concept gained momentum with ..................... ............................................................................................................................................................................................................................................... ............................................................................................................................................................................................................................................... ............................................................................................................................................................................................................................................... .............................................................................................................................................................................................................................................. .............................................................................................................................................................................................................................................. ..................................................... The AOAC concept in PCs is being driven further by the growing adoption of .......................................................... ............................................................................................................................................................................................................................................... ............................................................................................................................................................................................................................................... ............................................................................................................................................................................................................................................... .................................................................................................................................................................... The AOAC concept has evolved over the last 10 years as the PC makers .................................................................... .............................................................................................................................................................................................................................................. .............................................................................................................................................................................................................................................. .............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. .................................................................. Figure 1 shows the distribution of PCs based on their application focus in enterprise and consumer segments. Figure 1: Distribution of the Application Focus Areas for the PCs Share of Cellular-enabled PCs: Enterprise vs. Consumer xx xx xx xx Total xx PCs
  8. 8. 5G-enabled Personal Computers 8 Figure 2: Distribution of the Count of Cellular-enabled PCs Provided by Various PC OEMs Figure 3: Modem Market Share Distribution for Cellular-enabled PCs Source: Netscribes’ Research Source: Netscribes’ Research PCs with Cellular Connectivity 4G Modem Provider xx For the Total of xx Cellular- enabled PCs xx xx xx xx 5 2 xx xx Lenovo xx xx xx xx xx xx xx 0 5 10 15 20 • Cellular connectivity in PCs is majorly explored for enterprise segment • ....................................................... ....................................................... .................................. Note: ................................... xx Figure 2 shows the distribution of PCs (available in the market) provided by the companies active in the domain. Figure 3 shows the distribution of cellular modem providers for all the cellular-enabled PCs available in the market. xx xx xx
  9. 9. 5G-enabled Personal Computers 9 The PC makers have collaborated with .......................................................................................................................................... ....................................................................................................................................................................... Figure 4 shows the distribution of processor providers for all the cellular-enabled PCs available in the market. The adoption rate of AOAC PCs indicates a growth in the dormant PC market. However, the insights from surveys on AOAC PCs by ................................................................................................................................................................................... ............................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................. ..........................................................., with cellular connectivity only as an optional feature in the AOAC PCs. Figure 4: Application-based Distribution of Processor Providers for the Cellular-enabled PCs • Majority of PCs are still dependent on XX processors. • ............................................................... .............................................................. ............................................................... ............................................................... ............................................................... .............................................................. ............... • Others include custom processor developed by ......................................... ................................................................ ................................................................ ................................................................ ................................................................ ........................................................... Processor Providers xx xx xx 0 10 20 30 40 50 60 xx xx Source: Netscribes’ Research
  10. 10. 5G to unlock the real potential of connected PCs The advent of 5G is giving the “Always Connected” part of the AOAC concept a transformational nudge to realize its full potential. The unique features of 5G, such as near-fiber data transfer rates, low latency operations, and the ability to connect a larger number of devices as compared to older technologies are enabling it to achieve what 4G could not deliver. As in the case of 4G -enabled PCs, the enterprise segment is expected to be the target market for 5G-based AOAC PCs as well. However, the sizeable difference is the scope for use within enterprises. The 4G PCs were targeted only for the remote workforces, as the enterprises are also exploring 5G as a mainstream option for connectivity, it is opening up a new segment for AOAC PC ecosystem to disrupt. 5G-enabled Personal Computers 10
  11. 11. FACTORS INFLUENCING 5G-ENABLED PC ADOPTION
  12. 12. 5G-enabled Personal Computers 12 The concept of 5G in PCs is engrossing and the PC makers have already started advancements in this domain and are at the pinnacle of development and deployment. It is essential to understand the market dynamics to evaluate the future scope of this domain. Figure 5 discloses the drivers and barriers associated with the adoption of 5G-enabled PCs. Figure 5: Factors Influencing 5G-enabled PCs Adoption Cloud computing and automation xx Need for larger capital investments xx xx xx xx xx Barriers Drivers
  13. 13. 5G-enabled Personal Computers 13 KEY DRIVERS OF 5G-ENABLED PC ADOPTION IN ENTERPRISES Cloud computing and automation Enterprises are migrating their data and applications to the cloud to streamline workload management and mitigate hardware maintenance overheads. There is a need for a fast, secure, and reliable connection to access the cloud data and applications. 5G-enabled PCs with wireless connectivity operating in licensed frequency spectrum, precisely offer a secure and reliable connection with fiber-like speeds. ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ........................................................................................................................ XX ....................................................................................................................................................................................................................... .................................................................................................................................................................................................................. XX ....................................................................................................................................................................................................................... ....................................................................................................................................................................................................................... ........................................................................................................................................................................................................ XX .................................................................................................................................................................................................................... .................................................................................................................................................................................................................... .................................................................................................................................................................................................................... .................................................................................................................................................................................................................... .................................................................................................................................................................................................................... ............................................................................................... XX ....................................................................................................................................................................................................... ....................................................................................................................................................................................................... ............................................................................................
  14. 14. 5G-enabled Personal Computers 14 ADOPTION BARRIERS FOR ENTERPRISE- CENTRIC 5G-ENABLED PCs Need for larger capital investments 5G operates in different frequency ranges and integrating 5G components within PCs is not similar to the established 4G incorporation. This gives rise to various complexities in PC operation. Although Lenovo, XX, and XX have announced their 5G-enabled PCs, the technology is at a nascent stage. A significant amount of research will still be required to mitigate the real-time emerging challenges in PCs enabled with 5G as well as for integrating 5G components within the PCs supporting xx. AOAC PCs with stringent performance requirements have already stimulated the overall PC bill of materials (BOM). Adding cellular capability to PCs further regulates the BOM to higher levels. PC vendors will subsequently pass on the higher BOM costs to customers impacting the adoption rate. XXs ........................................................................................................................................................................................................................... ........................................................................................................................................................................................................................... ........................................................................................................................................................................................................................... ........................................................................................................................................................................................................................... ........................................................................................................................................................................................................................... ........................................................................................................................................................................................................................... ............................................................................................................................................................................................... ................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................ ................................................................................................................................................................................................................................ .................................................................. XX ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ................................................................................................................................................................................................................................... ......................................................................................................
  15. 15. 5G-enabled Personal Computers 15 USE CASES HIGHLIGHTING THE SIGNIFICANCE OF 5G-ENABLED PCs In March 2020, XX showcased a technology demonstration on performing a high computation task of editing a RAW and uncompressed video file on a XX model, which is usually carried out on high performance workstations. The PC seamlessly adjusted the color, hue, and saturation, and altered the segments of the 90 second uncompressed, 6K, 24 FPS Red video content in the cloud. It also enabled real-time preview of the changes, using XX on the XX leveraging XX.(5) The demonstration showcased the capability of the PC for delivering enterprise grade performance. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................. Productivity as a service XX .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. .................................................................................................................................................................................................. ................................................................................................................................ The prominent drivers and use cases enlighten the plausible scope for 5G in PCs to prosper. At present, there are multiple challenges in realizing ........................................................................................................................... ............................................................................................................................................................................................................. ............................................................................................................................................................................................................. .................................................................................................................................................... XX
  16. 16. INTEGRATION CHALLENGES FOR 5G-ENABLED PCs
  17. 17. 5G-enabled Personal Computers 17 Integrating cellular capability in the PCs is not new. Many PC makers have collaborated with ............... ................................................................................................................................................................................................................................................. ......................................... However, 5G operates over unique high frequency radio spectrums and gives rise to various new challenges. There are numerous factors to consider for integrating 5G components within PCs as well as operating those components efficiently for communication without affecting the PC performance negatively. Mentioned below are the major challenges associated with 5G-enabled PCs: One of the primary challenges in realizing 5G-enabled PCs is in the placement of antennas. Most of the research initiatives cite line-of sight (LOS) operation and shorter travel distance of high frequency signals to be the primary issue in 5G. However, the ongoing infrastructural developments, along with the maturing MIMO and beam-forming technologies have given a plausible solution to the aforementioned issues. Nonetheless, various companies are still researching on antenna placements in the PCs. Modern PC makers are also focused on developing ....................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ....................................................................................................................................................................................... ........................................................................................................................ ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... .......................................................................................................................... Antenna placements XX
  18. 18. 5G-enabled Personal Computers 18 ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ........................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ....................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ..................................................................................................................................................................................... ........................................................................................................ XX XX
  19. 19. COMPETITIVE ANALYSIS
  20. 20. As the initial phase of 5G infrastructure deployments gains momentum, enterprises have started exploring various use cases to leverage the emerging opportunities. PCs being one of the primary devices used in ................................................................................................................................................................................................................... .......................................................................................................................................................................................................................................................... .......................................................................................................................................................................................................................................................... ...................................................................... Figure 6 illustrates the key companies active in 5G-enabled enterprise PC ecosystem along with the tentative timelines for commercialization for their products. 5G-enabled Personal Computers 20 Beyond 2024 2023-24 RFFE Com ponent Providers PCOEMs 5G Module Providers ProcessorProviders 5G Chipset Provid ers 2020-22 LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGOLOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO LOGO Figure 6: Key Participants of the 5G-enabled Enterprise PC Ecosystem Source: Netscribes’ Research
  21. 21. 5G-enabled Personal Computers 21 FRONTRUNNERS: LEADING THE 5G-ENABLED PC MARKET Yoga 5G key features Lenovo was the first company to announce a 5G-enabled PC, doing so at the Computex, Taipei in May 2019.(10) The company showcased its 5G-enabled PC prototype labeled “Project Limitless”, developed in collaboration with Qualcomm, and the completely developed system was exhibited at the CES 2020.(11) The company has positioned the 5G-enabled PC within its consumer product line, Yoga, as Yoga 5G, and stated that it will be marketed as Flex 5G in North America. Yoga 5G is also the first 5G-enabled PC with Qualcomm’s Snapdragon 8cx compute platform based on the ARM architecture. The PC will be available in portable 2-in-1 versions. 5G at the core of connectivity Yoga 5G PCs are integrated with Qualcomm’s Snapdragon X55 modem and also have an eSIM option. The PC is reportedly the first to support Sub-6 GHz as well as mmWave. This model leverages a total of nine built-in antennas to enable wireless connectivity.(12) According to Lenovo, the PC is based on a patented antenna system and may leverage the technology disclosed in the following patent publications assigned to both Qualcomm and Lenovo to enable mmWave support: US9653818B2 (Qualcomm) discloses an antenna structure in user equipment including PCs for utilizing mmWave spectrum. This antenna structure design is based on array of antenna elements for addressing the line of sight issues and the antenna structure configured to produce narrow beams with high gain for compensating communication losses. Integrated antenna array Narrow beams 1. Image Source : www.lenovo.com
  22. 22. 5G-enabled Personal Computers 22 XX(Lenovo) ....................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ................................................................................................................................ XX (Lenovo) ........................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... ............................................................................................................................................................ XX ...................................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... ...................................................................................................................................................................................................................................... 2. XX(Qualcomm) ............................................................................................................................. ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... ...................................................................................................................................................................... .................................................................................................................Integrated 5G modem-to- antenna solution xx xx xx xx xx xx xx xx xx xxxx
  23. 23. 5G-enabled Personal Computers 23 ......................................................................................................................................................................................................................................... .................................................................................................................................................................................. XX .................................................................................................................................................................................................................................. .................................................................................................................................................................................................................................. .................................................................................................................................................................................................................................. .................................................................................................................................................................................................................................. ......................................................................................................................................................................................... XX .................................................................................................................................................................................................................................. .................................................................................................................................................................................................................................. ................................................................................................................................................................... ThinkPad X1 Fold: An addition to the business PCs portfolio .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... ........................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... .......................................................................................................................... ........................................................................................................ 3. 4. Image Source : news.lenovo.com Image Source : news.lenovo.com
  24. 24. 5G-enabled Personal Computers 24 Comparison of all the 5G-enabled PCs announced (as of May 2020) Table 1 discloses the technical benchmarking of the 5G-enabled PCs from the frontrunners. Feature Qualcomm Snapdragon 8cx 5G xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx Processor xx xx xx Technical Specifications Lenovo Yoga 5G(31) Lenovo Thinkpad X1 Fold(32) XX XX Microsoft Windows 10 Pro xx Qualcomm Snapdragon X55 (Sub-6 Ghz, mmWave support) xx xx xx xx xx xx xx xx xx xx xx xx xx Operating System xx 5G xx
  25. 25. 5G-enabled Personal Computers 25 • Power consumption • mmWave support • Fanless design • .......................................... .......................................... ............................ • ............................ • ......................................... ............. • .............. • ...................................... • ...................................... ...................................... ............ • .............. • Positioned for consumer segment • Application Compatibility • Fanless design • ............................ • ............................ • ...................................... .................... • ........................................ ................ • ............................ Table 1: 5G-enabled PC Comparison Lenovo’s Yoga 5G has gained dominance over the other 5G -enabled PCs in cellular connectivity parameters with the only device capable of supporting mmWave frequencies. The other 5G-enabled PCs manufacturers including .......................................................................................................................................................................... ............................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ............................................................................................................................................................................... ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ........................................................................................................................................ ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ...................................................................................................................................................................................... ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ..................................................................................................................................................................................................................... Apart from these three companies many other PC makers have commissioned research and development activities inclined towards enabling 5G connectivity support in PCs. Lenovo Yoga 5G DominantfeaturesLimitations Lenovo Thinkpad X1 Fold xx xx
  26. 26. 5G-enabled Personal Computers 26 KEY TAKEAWAYS
  27. 27. 5G-enabled Personal Computers 27 Delay in deployment xx XX XX The 5G-enabled PCs are still at the development stage and could be facing performance or technological hurdles. Although three companies have showcased their 5G-enabled PCs, they are not commercially available in the market yet. While these companies planned on extending the commercial availability of the 5G-enabled PCs in mid-2020, the COVID-19 pandemic has significantly impacted the proposed timelines. ........................................................................................................................................................................ ........................................................................................................................................................................ ................................................... ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ ........................................................................................................................................................................ .................................................................................... ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................ ........................................................................................................................................................................... ........................................................................................................................................................................... ................................................. ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................................................................................................................................ ............................................................ ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... .......................................................................................................................................................................
  28. 28. 5G-enabled Personal Computers 28 .......................................................................................................................................................................... ................................................................ .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .......................................................................................................................................................................... .................................................................... XX XX ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... .............................................................................. ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... .............................................................................................. ....................................................................................................................................................................... ....................................................................................................................................................................... ....................................................................................................................................................................... ................................................................................................................................
  29. 29. 5G-enabled Personal Computers 29 OPPORTUNITIES AND RECOMMENDATIONS FOR KEY STAKEHOLDERS
  30. 30. 5G-enabled Personal Computers 30 XX The next-generation cellular network is opening up various opportunities for PC makers, MNOs, cloud providers, and enterprises to monetize from new 5G use cases. A collaborative PC ecosystem is streamlining the 5G-enabled PC market. Figure 9 illustrates the interaction between the key stakeholders in 5G-enabled PC ecosystem. XX Collaboration Ecosystem xx xx xx xx XX XX XX xx Figure 9: Key Stakeholders in 5G-enabled PC Ecosystem MOBILE NETWORK OPERATORS The rise in the number of customers opting for 5G-enabled PCs is a great deal for PC vendors, besides unlocking new opportunities for MNOs. The MNOs have largely depended on smart phone segment for generating revenues. The inherent characteristics of 5G have shown potential for utilization of high speed cellular networks in various devices such as PCs, automotive, cameras, robots, drones, and various IoT devices. ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ........................................................................ ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ........................................................................ .................................................................................................................................................................................................................... New revenue stream
  31. 31. 5G-enabled Personal Computers 31 ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ......................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... .......................................................................................................... XX XX PC OEMS ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ............................................................................ ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ............................................................................................................................................................................................................ XX XX ................................................................................................................................................................................................................. ........................................................................
  32. 32. 5G-enabled Personal Computers 32 5G MODEM MANUFACTURERS CLOUD SERVICE PROVIDERS AND CLOUD-BASED APPLICATIONS ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... ...................................................................................................................................................................................................................... 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XX XX
  33. 33. 5G-enabled Personal Computers 33 CONCLUSION
  34. 34. 5G-enabled Personal Computers 34 CONCLUDING REMARKS Connectivity has emerged as one of the facilitators in modern enterprises. As enterprises enter the era of digitalization, mobility, and automation, it is essential that all devices remain connected all the time. The ability of the devices to .......................................................................................................................................................................... ............................................................................................................................................................................................................................................................. ......................................................................................................... ............................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................. ................................................................................................... ............................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................................. ......................................................... ........................................................................................................................................................................................................................................................ ............................................................................................................................................................................. The 5G-enabled PC market is expected to progress in three phases irrespective of the adoption rate: ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ....................................................... ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ................................................................................................................................................................................................................................................. ............................................................................................................................................. ................................................................................................................................................................................................................................... PHASE 1 (2020-22) PHASE 2 (2023-24) PHASE 3 (Beyond 2024) • .................................................. .................................................. ................................. • .................................................. .................................................. ............................... • .......................................................... .......................................................... .......................................................... ....................... • .......................................................... .......................................................... ............................ • .......................................................... .......................................................... .......................................................... ........................ • ...................................................... ...................................................... • ...................................................... ...................................................... ...................................................... ...................................................... ...................................
  35. 35. 5G-enabled Personal Computers 35 Table 3: List of Acronyms Abbreviation 2G/3G/4G/5G AOAC PCs AR VR IoT SIM eSIM Wi-Fi Mi-Fi Wi-Fi6 OFDMA MU-MIMO QAM Sub-6 GHz mmWave LOS WWAN LTE WLAN VOIP NR LPDDR SDRAM UFS SSD PCIe NVMe UHD FHD USB uSim x86 x64 MHz GHz VDI OEMs MNOs AI COVID-19 NFC Generations of cellular technologies Always-on always-connected Personal computers Augmented reality Virtual reality Internet of Things Subscriber identity module Embedded subscriber identity module Wireless Fidelity - Local area wireless technology A brand name used to describe a wireless router that acts as mobile Wi-Fi hotspot 802.11ax wireless standard Orthogonal frequency-division multiple access Multi-user multiple-input and multiple-output Quadrature amplitude modulation Frequency spectrum under 6 GHz Millimeter wave Line of sight Wireless wide area network Long term evolution Wireless local area network Voice over internet protocol New radio - access technology Low-power double data rate Synchronous dynamic random access memory Universal flash storage Solid-state drive Peripheral component interconnect express Non-volatile memory express Ultra-high-definition Full high definition Universal serial bus Micro-subscriber identity module 32-bit instruction set architecture 64-bit instruction set architecture Megahertz Gigahertz Virtual desktop infrastructure Original equipment manufacturer Mobile network operators Artificial intelligence Coronavirus disease Near field communication Explanation
  36. 36. 5G-enabled Personal Computers 36 1. https://community.arm.com/developer/ip-products/processors/b/processors-ip-blog/posts/third- generation-of-windows-on-arm 2. https://www.cnet.com/news/people-are-buying-4g-lte-laptops-and-then-not-activating-lte/ 3. https://pages.arm.com/rs/312-SAX-488/images/Consumer-Demand-for-PC-Form-Factors-final.pdf?_ ga=2.259900554.1242624567.1590338098-231648695.1587362349 4. https://www.jrseco.com/wp-content/uploads/Hardell-Nyberg-Appeals-moratorium-5G-for-microwave- radiation-mco.2020.1984_AOP_PDF.pdf 5. https://www.qualcomm.com/news/onq/2020/03/18/snapdragon-8cx-5g-platform-enables-extreme- productivity-while-working-remotely 6. Qualcomm presentation on 5G PCs 7. https://www.qualcomm.com/videos/qualcomm-southland-enterprise-collaboration-video 8. https://patents.google.com/patent/US20140062812A1/en?oq=US20140062812A1 9. https://patents.google.com/patent/US8854266B2/en?oq=US8854266B2 10. https://news.lenovo.com/pressroom/press-releases/lenovo-qualcomm-unveil-worlds-first-5g-pc-project- limitless/ 11. https://www.lenovo.com/in/en/events/ces/ 12. https://news.lenovo.com/pressroom/press-releases/lenovo-breaks-barriers-with-new-consumer- technology-unveiled-at-ces-2020-2/ 13. https://news.lenovo.com/pressroom/press-releases/lenovo-breaks-barriers-with-new-consumer- technology-unveiled-at-ces-2020-2/ 14. Qualcomm tech summit 2018 15. https://en.wikichip.org/w/images/7/75/snapdragon-8cx-compute-platform-product-brief.pdf 16. https://news.lenovo.com/wp-content/uploads/2020/01/Lenovo-Yoga-5G_14Inch_Qualcomm.pdf 17. https://en.wikichip.org/w/images/7/75/snapdragon-8cx-compute-platform-product-brief.pdf 18. https://news.lenovo.com/pressroom/press-releases/worlds-first-foldable-pc-thinkpad-x1-fold-ushers-in- a-new-era-of-mobile-computing/omputing/2019/03/05/20-percent-cloud-transformation/ REFERENCES
  37. 37. 5G-enabled Personal Computers 37 About Netscribes Netscribes is a global market intelligence and content services provider that helps corporations achieve strategic objectives through a wide range of offerings. Our solutions rely on a unique combination of qualitative and quantitative primary research, secondary/desk research, social media analytics, and IP research. For more than 15 years, we have helped our clients across a range of industries, including technology, financial services, healthcare, retail, and CPG. Fortune 500 companies, as well as small- to mid-size firms, have benefited from our partnership with relevant market and competitive insights to drive higher growth, faster customer acquisition, and a sustainable edge in their business. APPENDIX
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