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2022/09/06
According to TrendForce research, shipments of 5G FWA devices will reach 76 million units in 2022, an annual increase of 111%, due to the expansion of 5G coverage and growing market demand for Fixed Wireless Access (FWA) services 5G FWA device shipments in 2023 are estimated at 13 million units At present, Nokia, Huawei, Casa Systems, and TCL have launched relevant solutions, using Qualcomm, MediaTek, and UNISOC made chips Taiwanese players include Arcadyan, Zyxel, Sercomm, Wistron NeWeb, Askey, and Alpha Networks As installed capacity increases, new demand is created for communication equipment manufacturers and new business opportunities become available to upstream component suppliers
5G FWA meets the growing demand for broadband data access primarily due to key technology advancements such as the new 5G NR (New Radio) interface, Network Slicing, Massive MIMO, and Quality of Service (QoS) guarantees 5G FWA converts 5G signals into Wi-Fi signals through base station construction and paired FWA devices as user Internet connections
5G FWA emphasizes support for home and business applications, facilitating wide bandwidth and low-latency connections and becoming an alternative to fixed broadband connections 5G FWA has an opportunity to become a powerful application in the arsenal of telecom operators used to attract broadband users In addition to improving user experience, customer loyalty can be greatly enhanced through bundling diversified services such as Wi-Fi Mesh, video, games, etc
Governments offer broadband subsidy policies to incentivize telecom operators to expand FWA deployment
5G FWA offers more advantages than fiber-to-home in terms of infrastructure and maintenance costs including in ground excavation, burying cable, and subsequent installation in buildings and households Construction timeframes are long and the process requires continuous investment of manpower The difficulty of secondary construction is also high In contrast, the deployment of 5G FWA takes less time and the cost of manpower and equipment is lower As governments in many countries actively invest in the development of broadband construction and regulators see wireless as an alternative to wired connections, more and more operators are expanding FWA investment to quickly provide broadband Internet services After the advent of 5G FWA, it has become a solution for accelerating and expanding the infrastructure of high-speed fixed networks in many countries
The US Federal Communications Commission (FCC) provides the Rural Digital Opportunity Fund (RDOF) with $9 billion in subsidies to cable, fixed wireless, and satellite providers while the European Union proposes a goal of 100Mbps for European households by 2025 and a vision of digital transformation by 2030 European household network speeds need to reach Gbps levels while simultaneously accelerating 5G network coverage in cities and transportation routes, study FWA as a national broadband goal, and open mid-band spectrum licensing to reallocate and utilize frequency bands, which is helpful for rural area and suburban community network coverage, reducing the digital divide For regions that are slow to develop economically such as central/southern India, Indonesian Borneo, Sumatra, and the western plateau of Vietnam, the deployment of 5G FWA is expected to lower the threshold for the future construction and maintenance of high-speed networks
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/08/01
The entire world utilizes the building of 5G networks to meet the needs of individual users and vertical industries and, as the ubiquity of 5Q continues to broaden, its applications cover the medical, education, industry, and agriculture sectors, forming a business model that can be replicated and promoted, and accelerating development of its network scale TrendForce estimates that Huawei, Ericsson, and Nokia will account for 745% of the global base station market in 2022
In 2022, China will be the most active in investing in the 5G field with various cities promoting the construction of 5G base stations and integrating 5G into manufacturing At the same time, they will focus on key industries such as 5G + medical care, industrial IoT, and government affairs to drive the implementation of 5G applications However, concerns regarding geopolitical tensions in a number of countries mean that open-source networks are seen as the solution to the problem of supplier dependence Whether in terms of security or cost, open-source software is extremely critical to the development of 5G networks In addition to improving operational efficiency, it can accelerate network resiliency deployment, but compared with a traditional Radio Access Network (RAN), Open RAN has more security issues TrendForce believes, with the evolution of 5G deployment towards the core and Open RAN cloud, equipment manufacturers will strengthen network protection mechanisms and detection of RAN threats to reduce risk
World's three major base station equipment manufacturers actively cultivating Central European, Latin American, and African markets
Looking at industry players, Huawei is actively expanding in markets such as South Africa, Saudi Arabia, Turkey, Vietnam, and Brazil Recently, it has partnered with operators such as MTN and Rain in South Africa to build more than 2,500 5G base stations Ericsson has extended its reach to the UK, Saudi Arabia, Spain, Belgium, Luxembourg, and Lithuania, providing 5G private network solutions for BT and Saudi Telecommunication
Nokia won a ten-year network expansion agreement with Orange in Poland to upgrade its existing network including support for phasing out Orange 3G network equipment and reallocating frequencies to enhance its 4G and 5G coverage and capacity solutions In addition, Nokia will provide the latest energy saving AirScale products including solutions such as Single RAN, AirScale base stations and 5G massive MIMO antennas The company has also signed a mid-band 5G network expansion agreement with UScellular in the United States
Samsung continues to expand its influence in the US telecommunications market, providing 5G equipment to Dish Network, the fourth largest mobile service provider in the United States, including 5G virtualized base stations for national networks and general-purpose servers to load software for realizing base station functions and supporting flexible and efficient network construction and operation Samsung is also deploying resources in the UK, Japan, Canada, and New Zealand markets
TrendForce indicates that major equipment manufacturers will begin to standardize network energy efficiency evaluations to accelerate green innovation starting from 2022 to help operators build optimal and energy-saving network applications, launch more energy-efficient hardware such as green design RF Chain, and use simplified transmitter/receiver structure and novel network-based architecture design including radio access network (RAN) cloudification and network function virtualization Taking Huawei as an example, in order to comply with United Nations climate actions, its goal is to reduce carbon emissions by 45% by 2030 and achieve net zero emissions by 2040 to meet the growing demand for data traffic and actively build a green and low-carbon network
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/06/13
In 2022, the United States, China, and the United Kingdom will actively promote the deployment of low Earth orbit (LEO) satellites According to TrendForce, growth momentum comes from a sharp rise in International Telecommunications Union (ITU) demand for orbits, spectrum specifications, and global bandwidth In addition, Satellite Internet is regarded as a primary communications solution for remote villages, rural areas, and sea and air transportation A Hybrid Network can be developed to improve bandwidth and coverage through a combination of satellite communications technology and terrestrial networks TrendForce forecasts that by 2023 the global output value of the satellite industry can reach US$3083 billion, with an annual growth rate of 45%
At present, LEO satellites are very mature military and defense applications but are still in early stage development in terms of commercial and civilian applications With the continuous progress of satellite miniaturization and payload systems, the current space market is rapidly developing towards commercialization with major companies including SpaceX, OneWeb, Telesat, Viasat, and Amazon actively deploying LEO satellites, transforming this market into an intense battlefield
LEO satellites provide communication complementarity, become a supplement and alternative to terrestrial networks, strengthen M2M links, and integrate B5G/6G hybrid solutions that are currently being developed and tested Due to conforming to the Non-Terrestrial Network (NTN) planning and applications strategy formulated by 3GPP Rel-17, there have been more partnership opportunities in the mobile communication and satellite communication industry chain and this is expected to create a new industrial pattern
At the same time, LEO satellites have the advantages of high transmission, low latency, and full coverage, which will assist in the development of the Internet of Vehicles, smart manufacturing, smart transportation, and smart logistics Tech giants are taking this opportunity to explore business opportunities in the space industry and combine this technology with the Internet of Things, machine learning, and artificial intelligence to expand operations and increase commercial value, such as combining satellite networks with transportation and hybrid network applications The aviation industry will explore the problem of in-flight connections LEO satellites, existing medium Earth orbit (MEO) satellites, and the global navigation satellite system (GNSS) solution will be integrated and used to provide PNT (Positioning, Navigation, Timing) services
The output value of the satellite market has risen and Taiwanese manufacturers Tong Hsing and WIN have seized business opportunities in ground equipment
Due to satellite networking, the service time provided by a single individual unit to a ground receiving station is limited and LEO satellites do not operate in geosynchronous manner, so self-managed collision protection between satellites, system communication management, and ground-side reception and tracking are both challenges and opportunities To this end, a Phased Array Antenna solution is suitable for ground equipment tasked to maintain connections with LEO satellites, which generates multiple beams through a beamforming network to support multiple satellites at the same time A phased array antenna is similar to 5GmmWave technology
According to TrendForce, looking at Taiwan's satellite-related manufacturers, with the rise of the LEO satellite market, MTI Technology, Wistron NeWeb, Kinpo Electronics, Universal Microwave Technology, Tong Hsing Electronic, WIN Semiconductors, and AcBel Polytech, have all stepped up planning, of which global ground equipment output value accounts for the lion’s share of the satellite industry at approximately 51% in 2021 With huge worldwide space business opportunities, Taiwanese manufacturers are actively entering the market for components and ground equipment, taking this opportunity to familiarize themselves with key specifications and even entertaining an ambition to join the Core Group in the future
On the other hand, as various satellite operators continue deployment, the industry is expected to face the problem of replacing old satellites and aviation waste At present, various countries are committed to researching space waste recycling technology For example, Japan proposed using magnets to recover space waste and the United States and Britain are actively funding space waste tracking technology Companies are encouraged to participate in research and development, while the EU is testing the possibility of cleaning up space debris and automatically destroying waste through technologies such as visual navigation systems and debris capture Methods to effectively recycle satellites back to Earth are a business opportunity for companies in the space industry
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/04/13
Wi-Fi 6E was commercialized in 2021 and, in addition to supporting the 5 GHz and 24 GHz bands, it can also operate in the 6 GHz band According to TrendForce research, Wi-Fi 6E is designed to reduce network congestion and interference through more numerous, wider, and non-overlapping channels (transmission channels for signals in communication systems), while Wi-Fi 6 and 6E’s regular wake-up mechanism (Target Wake Time) effectively coordinates network traffic and maximizes the battery life of smartphones By 2025, the market share of smartphones supporting Wi-Fi 6 and 6E is estimated to surpass 80%
TrendForce further indicates that the market share of Wi-Fi 6 and 6E will reach 58% in 2022, officially surpassing Wi-Fi 5 technology This adoption is primarily driven by the fact that countries such as the United States, Britain, Germany, France, South Korea, Japan, and Taiwan have already used the 6GHz frequency band for Wi-Fi technology, as well as the support from the two major mobile phone camps, iOS and Android, and the active deployment of related industrial chains
In addition, since high-quality Wi-Fi in devices such as mobile phones, laptops, tablets and wireless access bridges (Access Point) require more efficient and reliable connection requirements and video, telemedicine, and navigation systems require larger bandwidth, the demand for lower latency is driving growth in connected traffic, in addition to the greater amount of automotive, IoT, and AR/VR solutions expected to enter the consumer market this year
At the same time, Wi-Fi technology is also expanding into the commercial, industrial, and household sectors with the largest growth coming in the demand for smart home and smart lighting Shipments of Wi-Fi-based smart home equipment will grow at a CAGR of 18% from 2021-2026, connecting home devices through Wi-Fi into a core home network and driving applications such as AR/VR, cloud gaming, 4K video conferencing and 8K streaming media The continuous development of smart home networking technology has further bolstered the promotion of smart lighting connectivity The appeal of smart lighting is convenience, safety, and energy efficiency Currently, voice assistants such as Alexa, Cortana, and Siri can synchronize with smart lighting applications and enable voice commands to control functions such as the light switch, brightness, and color tone Thus, smart lighting can also be used outside the home in factories, offices, and even outdoors
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2020/08/03
5G communications have seen various uses in telemedicine and industrial IoT during the spread of COVID-19 in 2020, according to TrendForce’s latest investigations Primary applications of 5G during this period include contactless disinfection robots, remote work, and distance learning Currently, China has been most aggressive in developing 5G networks, with more than 400 5G-related innovative applications in transportation, logistics, manufacturing, and healthcare in 1H20 At the same time, the emergence of 5G services has created a corresponding surge in base station demand
TrendForce research vice president Kelly Hsieh indicates that, from a technical perspective, the growth in mobile data consumption, low-latency applications (such as self-driving cars, remote surgeries, and smart manufacturing), and large-scale M2M (smart cities) requires an increase in 5G base stations for support Constructing these base stations will likely bring various benefits, such as investment stability, value chain development, and interdisciplinary partnerships between the telecommunication industry and other industries
Total 5G base stations in China are projected to exceed 600,000 in 2020, while Japanese and Korean equipment manufacturers aggressively expand in the overseas markets
Chinese and European equipment manufacturers captured more than 85% market share in the global mobile base station industry in 2019, with Sweden-based Ericsson, China-based Huawei, and Finland-based Nokia as the three largest suppliers However, owing to the US-China trade war and the export controls issued by the US government, Huawei subsequently was unable to procure key components from US-based RF-front end manufacturers, in turn affecting the sales performance of its base stations in the overseas markets As such, Huawei is expected to focus its base station construction this year primarily in domestic China
By the end of 1H20, the three major Chinese mobile network operators, including China Mobile, China Unicom, and China Telecom, had built more than 250,000 5G base stations in China This number is projected to reach 600,000 by the end of this year, with network coverage in prefecture-level cities in China In addition, emerging infrastructures such as 5G networks and all-optical networks will generate commercial opportunities for Huawei According to the GSM Association’s forecasts, by 2025, more than a quarter of cellular devices in China will operate on 5G networks, occupying one-third of all global 5G connections
On the other hand, thanks to successful 5G commercialization efforts in Korea, Samsung has seen a surge in its base station equipment The company has provided base stations for the three major mobile network operators in Korea, including SKT, KT, and LG Uplus, in addition to collaborating with US operators, such as AT&T, Sprint, and Verizon As well, since the British government is now targeting Japan-based NEC and Fujitsu as replacement suppliers of 5G equipment, and European and American governments alike have implemented sanctions against Huawei, Japanese equipment suppliers now have the perfect opportunity to raise their market shares in Europe and the US
