How 5G Will
Change
Everything?
Dec. 19, 2019
Idea-to-IPO Meetup
Praveen Gupta
VP – Corporate Investments & Development
HTC
Agenda
• Evolution to 5G
• What is 5G?
• Why 5G?
• What’s so special about 5G?
• Hype or Reality
• Deployment status
• Economic Value
• Applications & Services
• Q&A
Evolution to 5G
Source: Presentation by Student at St. Thomas College, UK
Evolution to 5G
Source: Nokia 2018
Evolution to 5G
Source: Presentation by Student at St. Thomas College, UK
What is 5G?
Source: Nokia 2018
Why 5G?
Next 1Bn people born will be all Mobile generation
Why 5G?
Long term - Pervasive connectivity for all devices
Why 5G? – Connectivity grows IP traffic
Pervasive connectivity will immensely increase traffic
Why 5G?
Source: Ericsson Mobility report, Nov 2019
Pervasive connectivity enables new applications and services
What is so special about 5G?
Source: GSMA Intelligence © 2014
5G enables upcoming and innovative applications.
Hype or Reality?
Source: Ericsson Mobility report, Nov 2019
Mobile Traffic by Cellular type
5G to approach 45% of all mobile traffic by 2025.
Hype or Reality?
Hype or Reality?
Source: Ericsson Mobility report, Nov 2019
Cellular IoT connections by Technology
5G will enable rapid growth in IoT connections
Hype or Reality?
• ~8 billion - Global mobile subscriptions
• ~6.2 billion - Global mobile broadband subscriptions
• >70 percent of all mobile phones in use are smartphones
globally
• 5G is predicted to have 2.6 billion subscriptions by 2025
• Covering 65% of the global population
• Carrying 45% of global mobile traffic
Source: Ericsson Mobility Report forecasts (Nov 2019)
Deployment Status
• 2019 is Year Zero for commercial 5G
• Deployment to-date:
• 33 operators across 18 countries
• 8% of the global mobile connections base (excluding cellular IoT)
• Another 77 operators have announced plans to launch the technology
• Initial deployments limited to urban centers but pace depends on
operator and country
• Korea: 86% by 2021
• Japan: 66% by 2021
• USA: 79% by 2021
• Europe: 40% by 2021
Source: GSMA Intelligence 2019
Economic Value
5G deployment will require ~$1 Trillion CAPEX globally over next 7 years
Economic Value – Global Revenue source in 5G
Source: GSMA CEO 5G Survey, 2016
GSMA’s 5G survey indicates that revenues from enterprise will grow rapidly.
Economic Value – Service Revenues
• Operator Mobile service revenue ~$1 T
• Mobile ecosystem contribution to GDP ~$1.1 T by 2025
• Mobile Technology & Services contribution to Global GDP
• In 2018: $3.9 trillion (4.6% of GDP) globally
• In 2023: $4.8 trillion (4.8% of GDP)
• Due to increasing benefits from the improvements in productivity and
efficiency brought about by increased take-up of mobile services
• 5G technologies are expected to contribute $2.2 trillion to
the global economy over the next 15 years
Source: GSMA Mobile Economy report, 2019
Applications & Services: Smart home & Media
• Fixed wireless:
• Replacement of cable to the home/building
• Augmented and Virtual reality:
• A completely immersive entertainment experience
• New social collaboration environment
• Smart homes, Smart devices and equipment:
• Connected to 5G
• Everything talks to each other – Mesh connectivity
• Leverage AI/ML to automate your home workflow and take the
stress out of your life
• Agriculture: Smart farming systems that
• Add efficiencies to maximize crop production
• Protect the environment using autonomous equipment, self-guided watering and
mobile pest detection.
• Retail and Commerce:
• Real time, immersive shopping with mobile stores and delivery.
• Potentially most brick and mortar commerce will be replaced by on demand
platforms; including entertainment, doctors, grocery stores and so much more.
• Manufacturing:
• Predictive maintenance, supply chain visibility and real time inventory to increase
efficiency and decrease cost
• Business:
• Remote worker with 3D collaboration tools, the cloud and edge computing
Applications & Services: Smart businesses
• Proactive healthcare leveraging connected devices
and remote doctors
• Wearables and new hearable devices:
• That adapt automatically to optimal levels
• Track your fitness
• Monitor key health statistics and communicate directly to your doctor
• Remote patient engagement and treatment
• Tele-medicine:
• Portability and 360⁰ interactions from remote locations for surgery and
doctor consultation
• Leverage tele-robotics to perform remote surgeries across the globe
Applications & Services: Connected Healthcare
• Connected and leverage AI/ML to be predictive
• Improved energy usage and sustainability
• 5G projected to generate $160B in smart city savings
• Enables lower energy use and less fuel consumption
• Emergency response and disaster recovery
• Emergency workers leverage connected cameras & sensors to respond rapidly
and even remotely
• Warn against water crisis:
• Leverage monitoring sensors to respond pro-actively to upcoming water crisis
Applications & Services: Smart Cities
• Autonomous Vehicles:
• Deloitte estimates that self-driving cars enabled by 5G could reduce:
• Emissions by 40-90%
• Travel times by nearly 40%
• Travel delays by 20%
• Eno Center for Transportation estimated that self-driving cars could save
21,700 lives and $447 billion per year
• Smart cameras and sensors can help in managing traffic congestion
and reduce daily commute times
• 5G smart grids could generate $1.8 trillion for the U.S. economy,
saving consumers hundreds each year
Applications & Services: Smart Transportation and Grids
The Future Awaits
• 5G is just getting started in the US
• We can’t predict what the world will look like in 10-20 years
• Significant room for innovation in devices, applications, services
• Various predictions indicate:
• In 2020, 5G will enable HD, 3D, and ultra-video in our everyday lives
• By 2026, Business Insider predicts the world will have more than 64 billion
interconnected devices
• With full roll-out of 5G, the IoT will truly transform our world with limitless
possibilities
Applications & Services: Never ending list!
Thanks!
Q&A

How 5G Will Change Everything

  • 1.
    How 5G Will Change Everything? Dec.19, 2019 Idea-to-IPO Meetup Praveen Gupta VP – Corporate Investments & Development HTC
  • 2.
    Agenda • Evolution to5G • What is 5G? • Why 5G? • What’s so special about 5G? • Hype or Reality • Deployment status • Economic Value • Applications & Services • Q&A
  • 3.
    Evolution to 5G Source:Presentation by Student at St. Thomas College, UK
  • 4.
  • 5.
    Evolution to 5G Source:Presentation by Student at St. Thomas College, UK
  • 6.
  • 7.
    Why 5G? Next 1Bnpeople born will be all Mobile generation
  • 8.
    Why 5G? Long term- Pervasive connectivity for all devices
  • 9.
    Why 5G? –Connectivity grows IP traffic Pervasive connectivity will immensely increase traffic
  • 10.
    Why 5G? Source: EricssonMobility report, Nov 2019 Pervasive connectivity enables new applications and services
  • 11.
    What is sospecial about 5G? Source: GSMA Intelligence © 2014 5G enables upcoming and innovative applications.
  • 12.
    Hype or Reality? Source:Ericsson Mobility report, Nov 2019 Mobile Traffic by Cellular type 5G to approach 45% of all mobile traffic by 2025.
  • 13.
  • 14.
    Hype or Reality? Source:Ericsson Mobility report, Nov 2019 Cellular IoT connections by Technology 5G will enable rapid growth in IoT connections
  • 15.
    Hype or Reality? •~8 billion - Global mobile subscriptions • ~6.2 billion - Global mobile broadband subscriptions • >70 percent of all mobile phones in use are smartphones globally • 5G is predicted to have 2.6 billion subscriptions by 2025 • Covering 65% of the global population • Carrying 45% of global mobile traffic Source: Ericsson Mobility Report forecasts (Nov 2019)
  • 16.
    Deployment Status • 2019is Year Zero for commercial 5G • Deployment to-date: • 33 operators across 18 countries • 8% of the global mobile connections base (excluding cellular IoT) • Another 77 operators have announced plans to launch the technology • Initial deployments limited to urban centers but pace depends on operator and country • Korea: 86% by 2021 • Japan: 66% by 2021 • USA: 79% by 2021 • Europe: 40% by 2021 Source: GSMA Intelligence 2019
  • 17.
    Economic Value 5G deploymentwill require ~$1 Trillion CAPEX globally over next 7 years
  • 18.
    Economic Value –Global Revenue source in 5G Source: GSMA CEO 5G Survey, 2016 GSMA’s 5G survey indicates that revenues from enterprise will grow rapidly.
  • 19.
    Economic Value –Service Revenues • Operator Mobile service revenue ~$1 T • Mobile ecosystem contribution to GDP ~$1.1 T by 2025 • Mobile Technology & Services contribution to Global GDP • In 2018: $3.9 trillion (4.6% of GDP) globally • In 2023: $4.8 trillion (4.8% of GDP) • Due to increasing benefits from the improvements in productivity and efficiency brought about by increased take-up of mobile services • 5G technologies are expected to contribute $2.2 trillion to the global economy over the next 15 years Source: GSMA Mobile Economy report, 2019
  • 20.
    Applications & Services:Smart home & Media • Fixed wireless: • Replacement of cable to the home/building • Augmented and Virtual reality: • A completely immersive entertainment experience • New social collaboration environment • Smart homes, Smart devices and equipment: • Connected to 5G • Everything talks to each other – Mesh connectivity • Leverage AI/ML to automate your home workflow and take the stress out of your life
  • 21.
    • Agriculture: Smartfarming systems that • Add efficiencies to maximize crop production • Protect the environment using autonomous equipment, self-guided watering and mobile pest detection. • Retail and Commerce: • Real time, immersive shopping with mobile stores and delivery. • Potentially most brick and mortar commerce will be replaced by on demand platforms; including entertainment, doctors, grocery stores and so much more. • Manufacturing: • Predictive maintenance, supply chain visibility and real time inventory to increase efficiency and decrease cost • Business: • Remote worker with 3D collaboration tools, the cloud and edge computing Applications & Services: Smart businesses
  • 22.
    • Proactive healthcareleveraging connected devices and remote doctors • Wearables and new hearable devices: • That adapt automatically to optimal levels • Track your fitness • Monitor key health statistics and communicate directly to your doctor • Remote patient engagement and treatment • Tele-medicine: • Portability and 360⁰ interactions from remote locations for surgery and doctor consultation • Leverage tele-robotics to perform remote surgeries across the globe Applications & Services: Connected Healthcare
  • 23.
    • Connected andleverage AI/ML to be predictive • Improved energy usage and sustainability • 5G projected to generate $160B in smart city savings • Enables lower energy use and less fuel consumption • Emergency response and disaster recovery • Emergency workers leverage connected cameras & sensors to respond rapidly and even remotely • Warn against water crisis: • Leverage monitoring sensors to respond pro-actively to upcoming water crisis Applications & Services: Smart Cities
  • 24.
    • Autonomous Vehicles: •Deloitte estimates that self-driving cars enabled by 5G could reduce: • Emissions by 40-90% • Travel times by nearly 40% • Travel delays by 20% • Eno Center for Transportation estimated that self-driving cars could save 21,700 lives and $447 billion per year • Smart cameras and sensors can help in managing traffic congestion and reduce daily commute times • 5G smart grids could generate $1.8 trillion for the U.S. economy, saving consumers hundreds each year Applications & Services: Smart Transportation and Grids
  • 25.
    The Future Awaits •5G is just getting started in the US • We can’t predict what the world will look like in 10-20 years • Significant room for innovation in devices, applications, services • Various predictions indicate: • In 2020, 5G will enable HD, 3D, and ultra-video in our everyday lives • By 2026, Business Insider predicts the world will have more than 64 billion interconnected devices • With full roll-out of 5G, the IoT will truly transform our world with limitless possibilities Applications & Services: Never ending list!
  • 26.