15 October, Amsterdam, 2019 The Netherlands 5G Broadband Acceleration Seminar Powered by: IN COOPERATION WITH: 5G Overview, Convergence, and Next – Gen Access Networks Julie Kunstler Principal Analyst, Ovum 5G Broadband Acceleration Seminar (BASe) Workshop 5G overview, convergence, and next-gen access networks 15th October 2019 Amsterdam, The Netherlands Julie Kunstler, Principal Analyst, Service Provider Technology
[email protected] We have now moved to a rational state - hopefully What solves the problem? All things optical All things 5G What delivers the desired outcome? 4 Ovum | Informa Tech Copyright © Informa PLC First, 5G FWA 5 Ovum | Informa Tech Copyright © Informa PLC 5G will not replace FTTx, cable modem and even xDSL subscribers ▪ Significant focus on 5G FWA. ▪ Why? ▪ New revenue opportunities for wireless and integrated operators? ▪ Make-up for failures of earlier FWA technologies? ▪ Finally connect the unconnected and solve the digital divide? ▪ Well known/understood business case versus the other 5G applications. Source: Ovum 6 Ovum | Informa Tech Copyright © Informa PLC FWA can achieve faster payback than FTTP in certain scenarios FWA network monetization – different scenarios – urban versus suburban, Factors to consider: developed country versus developing and different bandwidth offerings • Is the FWA network for residential customers only? • What are the upgrade paths as subscribers demand more bandwidth? • How do you manage QoE expectations? Note the low bandwidth rates. At higher bandwidths, wireless network capacity and backhaul costs slow-down payback Source: Ovum significantly. 7 Ovum | Informa Tech Copyright © Informa PLC FWA does not solve the RURAL problem – even in developed countries This leaves 40% of worldwide households unconnected FWA network monetization – developed country with 20Mbps – rural area – even under the best-case scenario, monetization approaches 20 years.