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In Emerging Markets IN EMERGING MARKETS A list of the global companies with the Enterprise expertise to deliver profitability to 5G: Cisco (It’s a short list.) Over 85 percent of service provider CEOs agree that enterprises are key to monetizing 5G.1 Cisco has the expertise to make the transition to 5G seamless and profitable. Find out why at cisco.com/go/5g 1. Global Mobile Trends 2018, GSMA Intelligence, 2018. ©2019 Cisco and/or its affiliates. All rights reserved. 5G IN EMERGING MARKETS Contents 04 Foreword by James Barton DEVELOPING TELECOMS 05 Partners CISCO / MATRIXX / OOREDOO / ZTE 07 5G Statistics DEVELOPING TELECOMS 10 Evaluating Market Opportunities of 5G in Emerging Markets By Malik Saadi ABI RESEARCH 16 Enabling the Telco Cloud Platform By Omar Sultan CISCO 21 5G To Follow a Politicized Path in Developing Markets: Telcos Beware By Matt Walker MTN CONSULTING 27 Monetizing 5G in Emerging Markets By Jennifer Kyriakakis MATRIXX SOFTWARE 31 Video: Jio & Cisco Network Parnership in India is Transforming Lives CISCO 32 5G: The Opportunity for the Emerging Markets to Drive Innovation By Leonard Lee NEXTCURVE 39 Making 5G a Reality For All; Taking an Evolutionary Approach By Sheikh Saud Bin Nasser Al Thani OOREDOO 44 ZTE Accelerates the Commercial Use of 5G Networks with Innovative Technologies By Alex Wang ZTE 47 Neutral Host Networks: Emerging Markets Dean Bubley DISRUPTIVE ANALYSIS 54 Farms, Food, and 5G By Dan Kurschner And Susan Daffron CISCO www.developingtelecoms.com | October 2019 3 5G IN EMERGING MARKETS Foreword by James Barton Are emerging markets ready for 5G? Releasing a report exploring 5G in emerging markets might seem a little premature – after all, the first launches of commercial 5G networks have taken place just this year across several developed markets. However, with a steady stream of countries across the world announcing 5G trials, it’s clear that many emerging markets are exploring the technology’s potential as a means of driving economic growth. Not only are they typically well-positioned for swift build-outs of new technology, but they also stand to gain significantly from the economic benefits that 5G will offer. One of the most prevalent criticisms of 5G is that its unique selling points are James Barton not yet apparent, and indeed the lack of clear use cases is causing operators DEVELOPING TELECOMS to balk at the high level of investment required merely to buy 5G spectrum, let Editor alone build out and run a 5G network. Under these circumstances, they seem content to hold fire and wring as much value as they can from 4G – particularly in emerging markets, where many operators feel that it will still be a few years before their 4G investments deliver a return. While this may seem understandable, the reality is that 5G can deliver massive benefits to operators in emerging markets beyond superfast mobile broadband. The scope of zero-latency M2M connectivity applied to industrial IoT offers an unparalleled opportunity for streamlined operations and boosted productivity, and once this begins to become apparent the frosty reception that 5G has thus far received will begin to thaw. With that in mind, this report aims to examine the potential of 5G for operators in emerging markets – whether that’s in terms of extending connectivity to regions that have previously been too remote to serve, making up for the shortfalls of previous generations, transforming enterprise or simply meeting the explosive demand for data in these regions. www.developingtelecoms.come 5 ms homicida | October 2019 4 5G IN EMERGING MARKETS Partners This report has been produced in partnership with the following companies and we would like thank them for their support. CISCO MATRIXX Cisco helps companies seize the opportunities of to- MATRIXX Software provides next-generation, cloud day and tomorrow. We prove that amazing things can native digital commerce solutions that transform how happen when you connect the previously unconnected. companies do business. Serving many of the world’s By linking people, process, data, and things, we’ve largest communications companies, IoT players and helped shape the future and change our world for emerging digital service providers, MATRIXX is committed the better. Cisco leads the service provider journey, to delivering a modern commerce platform that easily helping operators re-imagine their businesses with scales to support global marketplaces and consumption- a keen focus on new revenue and customer loyalty. By based services. Through its relentless commitment to helping service providers transform their infrastructure product excellence and customer success, MATRIXX for agility, efficiency, and security, they can bring new empowers businesses to reinvent themselves and applications to market faster and better empower their succeed as digital leaders. Visit www.matrixx.com for teams. more information. www.developingtelecoms.com | October 2019 5 5G IN EMERGING MARKETS Partners This report has been produced in partnership with the following companies and we would like thank them for their support. OOREDOO ZTE Ooredoo is an international communications company ZTE Corporation is a global leader in telecommunications operating across the Middle East, North Africa and and information technology. Founded in 1985 and listed Southeast Asia. Serving consumers and businesses in 10 on both the Hong Kong and Shenzhen Stock Exchanges, countries, Ooredoo delivers the leading data experience the company has been committed to providing integrated through a broad range of content and services via its end-to-end innovations to deliver excellence and value advanced, data-centric mobile and fixed networks. to consumers, carriers, businesses and public sector Ooredoo is the first in the world to launch a 5G network customers from over 160 countries around the world to and is set to lead a global change as it rapidly rolls enable increased connectivity and productivity. out 5G services in all its markets worldwide. To date, Ooredoo has set up more than 70 live 5G sites in Qatar, and has started to deploy 5G networks in Kuwait and Oman. Ooredoo is on a mission to empower customers across our global footprint to access and enjoy the best of the Internet in a way that is personal and unique to them. We continue to invest in our networks to ensure seamless connectivity that caters to our customers’ growing digital needs and are working as a digital enabler across our markets to help people simplify their lives and enjoy exciting and rewarding digital experiences. www.developingtelecoms.com | October 2019 6 5G IN EMERGING MARKETS 1. Growth of 5G in Emerging Markets Developing 5G Announcements Countries Telecoms has reported on: 5G Announcements by country Biggest country Announcements Announcement Countries in 2. Half of 5G Commercial Service Launches in 2019 are in Emerging Markets Globally Networks have launched Countries 5G networks commercially in Emerging Markets Networks Countries 22 14 www.developingtelecoms.com | October 2019 7 5G IN EMERGING MARKETS Bahrain Estonia Kuwait Batelco 3.5 GHz Elisa 3.4 – 3.8 GHz Ooredoo 3.5 GHz Bahrain Viva 3.5 GHz Viva 3.5 GHz Zain 3.5 GHz Latvia Lesotho Maldives LMT 3.5 GHz Vodacom 3.5 GHz Dhiraagu Tele2 3.5 GHz Poland Qatar Romania T Mobile 3.5 GHz Ooredoo 3.5 GHz Digi 3.6 – 3.8 GHz Vodafone 3.5 GHz Vodafone 3.5 GHz Saudi Arabia South Africa The Philippines STC 3.5 GHz Globe Telecom RAIN 3.6 GHz Zain 2.6 GHz + 3.5 GHz UAE Uruguay Du 3.5 GHz Antel 28 GHz Etisalat 3.5 GHz 3. 35 new 5G Commercial Service Launches Planned in 2020 - 2022 in Emerging Markets Latin America 9 Asia-Pacific 7 Argentina, Brazil, Chile, Colombia, Honduras, Cambodia, China, Guam, Indonesia, Malaysia, Mexico, Paraguay, Peru, Puerto Rica Thailand, Vietnam Central & South Asia 6 Central & Eastern Europe 5 Azerbaijan, Bangladesh, Kazakhstan, India, Belarus, Hungary, Romania, Russia, Slovakia Pakistan, Sri Lanka Middle East / North Africa 5 Sub-Saharan Africa 3 Egypt, Jordan, Morocco, Oman, Turkey DRC, Nigeria, Senegal www.developingtelecoms.com | October 2019 8 5G IN EMERGING MARKETS 4. Subscriber Growth 5G is forecast to grow from 0 in 2018 to 2.8 BN connections in 2025. 0.25 5. Investment in 5G CAPEX and OPEX 2019-2025 (Source ABI Research) North America South America Western Europe Eastern Europe Middle East Asia Pacific 800.00 700.00 600.00 500.00 400.00 300.00 Annual Investment (US$ BN) 200.00 100.00 2019 2020 2021 2022 2023 2024 2025 www.developingtelecoms.com | October 2019 9 5G IN EMERGING MARKETS Evaluating Market Opportunities of 5G in Emerging Markets By Malik Saadi, Vice President, Strategic Technologies at ABI Research IS 5G HERE? The first 5G commercial services have now been launched across several major global markets and deployment in some emerging geographies is expected to follow in 2020 and 2021. These early 5G deployments are specifically designed for either enhanced mobile broadband (eMBB) or fixed-wireless access (FWA), essentially targeting consumer applications. In other words, the first waves of 5G deployments are designed to provide a business continuity to existing LTE networks and services, with the sole value proposition being to extend the network capacity and performance (i.e., higher bandwidth and low latency). No doubt, 5G will follow the track of previous generation cellular networks to further improve the consumers’ lifestyle and augment the way they interact with smart devices and machines around them. However, it is fair to say the industry has not even scratched the surface of 5G Malik Saadi ABI RESEARCH capabilities when it comes to addressing opportunities beyond the consumer Vice President, Strategic Technologies market. In the industrial market, the technology has a lot more to offer than just network performance enhancement and should not be perceived as just another more powerful access technology.
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