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Introduction

5G and IoT will be major platforms for industrial innovation. Asia's launch of 5G and its outsized presence in IoT development make it an epicenter of change.

Highlights

  • 5G rollout will begin at last. The finalization of standards and the resolution of spectrum access have laid the foundations for a 5G push in 2019 and 2020.
  • Asia will retain and deepen its IoT leadership. Asia is a clear global leader on IoT, with China alone accounting for around half of global M2M cellular connections. Scale and a head start will ensure Asia retains this lead.
  • Security issues and geopolitics are putting pressure on the global technology ecosystem. Recent decades have seen the emergence of a global market for technology, which has lowered costs and accelerated innovation. This could be threatened if vendors are excluded from supply chains.

Features and Benefits

  • Forecasts Asia's progress over the next four years on 5G rollout.
  • Identifies leading verticals for IoT in Asia over the next four years.
  • Assesses the implications of recent moves to restrict Chinese vendor participation in the Australian 5G market.

Key questions answered

  • What will 5G rollout look like in Asia?
  • What are the prospects for telecommunications operators in the IoT market in Asia?
  • What are the potential implications of Australia's decision to effectively ban Chinese vendors from 5G networks?

Table of contents

Summary

  • Catalyst
  • Ovum view
  • Key messages

Recommendations

  • Recommendations for operators
  • Recommendations for vendors

5G hits the market

  • 5G growth will be slower than LTE
  • Operator lessons from 4G
  • Infrastructure sharing back on the agenda
  • Spectrum is still needed

IoT market development

  • Asia's IoT opportunity
  • Vertical priorities in Asia
  • NB-IoT to play a strong role in Asia

Emerging cracks in the global technology ecosystem

  • Security concerns restrict vendor market access
  • Fragmentation of the global tech ecosystem?

Appendix

  • Methodology
  • Further reading
  • Author