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Last year’s slowdown in new 5G launches will continue into the first half of 2022 as most markets around the world have already launched commercial 5G services. According to Kagan’s data, only 20 of his new commercial 5G launches will take place in the first eight months of 2022, while operators with active commercial 5G services in 85 markets are global. to 220.
* 5G frenzy is waning as many markets around the world have already implemented commercial 5G services. High capital investment requirements and the current unfavorable economic climate are just a few of the many factors slowing the deployment of new 5G networks, especially standalone 5G.
*Ericsson and Nokia, with over 200 5G commercial launches and trials each, remain the top system vendors in terms of published customer relationships. However, Huawei still holds the top spot for his total 5G small cell shipments so far (Q2 2022), largely thanks to its leadership in China, the world’s largest single market.
Clients have access to supplemental Excel files containing: Data on completed 5G commercial service launches and vendor partner data on 5G trials and launches worldwide As of August 2022.
Markets with first commercial 5G service in 2022 include Botswana, Guatemala, Lithuania, Malaysia, North Macedonia, Reunion and Zimbabwe. As most of the developed countries have launched their 5G networks with some capacity, there are still some regions such as Africa and Central Asia, Russia and India that have yet to see large-scale commercial deployment. Poor network infrastructure and slow adoption of his 4G is one of the reasons why some markets in these regions have yet to launch commercial 5G.
Vodafone Group PLC and CK Hutchison Holdings Ltd., two operators with large global 5G footprints and a focus on monetizing existing 4G/LTE and/or previous generation cellular network deployments , has yet to launch new commercial services in underdeveloped markets. Other multinational operators also seem to be slowly catching up, such as Orange SA launching his two new services in Belgium and Reunion. Dominican Republic and Portugal Artis Europa. Telia Company AB in Lithuania. Latin American multinational operators such as América Móvil SAB de CV and Millicom International Cellular SA may expand his 5G footprint in the coming years as the region adopts new technologies.
5G spectrum highlights
For operators looking to launch their first commercial 5G services and reach coverage milestones, low- and mid-band spectrum appears to be a wiser choice than high-band or mmWave spectrum. Therefore, the overwhelming majority of commercial 5G deployments worldwide run on the mid-band spectrum, especially his 3.5 GHz, favored by major 5G players in Asia Pacific and Europe.
5G spectrum bottlenecks from canceled auctions in 2020 have paved the way for temporary use of traditional 4G mid-band spectrum such as 1.8 GHz and 2.1 GHz for 5G, known as dynamic spectrum sharing (DSS). He was taken. This trend will continue with new deployments in 2022, especially among carriers that do not have current access to his harmonized 5G spectrum such as 3.5 GHz. For example, Tele2 Eesti AS and UAB Bite Lietuva both launched his 5G on the 2.3 GHz spectrum, while Telia Lietuva AB used 2.1 GHz.
The U.S.’s pioneering use of mmWave spectrum for 5G, as evidenced by the lack of interest among operators in several attempted mmWave auctions for 5G in Asia Pacific and Europe, has seen other is not very popular in the world of In fact, even the United States has begun moving to mid-band spectrum due to recent spectrum auctions.
Highlights of Standalone 5G
So far, according to Kagan data, as of August 2022, only 33 operators have deployed standalone commercial 5G services in 25 markets around the world.
Most commercial 5G deployments are still running in non-standalone (NSA) mode. NSA 5G leverages existing core network infrastructure running on previous technologies such as 4G LTE to power 5G networks. This mode of deployment makes sense for initial deployment as it allows the operator to offer his 5G to consumers without overhauling network infrastructure or migrating users to new devices. NSA 5G helped support 5G enhanced mobile broadband (eMBB) use cases.
Since NSA 5G is intended to be a temporary deployment mode, Kagan expects most 5G networks to eventually move to standalone (SA) mode. SA 5G no longer depends on his 4G core. Instead, it runs on his cloud-native 5G core network, which enables his 5G use his case delivery of highly reliable low-latency communication and large-scale machine-type communication.
Most of the current consumer 5G use cases are focused on eMBB, making it less urgent for carriers to jump on SA 5G. Expensive capex requirements combined with the current unfavorable economic environment (supply chain disruptions, soaring inflation, tighter monetary policies by central banks in many markets) will put additional pressure on operators wishing to deploy SA 5G I’m playing
5G System Vendor Highlights
As mobile operators around the world leverage new spectrum to expand their 5G service footprints and subscriber bases, system vendors need to develop the radio access networks (RANs), solutions, and related resources needed to deliver 5G. provides operators with a wireless infrastructure that
As highlighted in our previous 5G Tracker covering the second half of 2021, Telefonaktiebolaget LM Ericsson (publ) and Nokia Oyj continue to lead all vendors in terms of 5G operator trials, wins and commercial deployments. . However, in our view, the single most important metric of success is the number of 5G live networks still supported.
Both Ericsson and Nokia have well over 200 total 5G “affiliations” (trials, successes and deployments), but each vendor provides a more detailed breakdown of their global 5G presence. For example, both vendors provide data points that distinguish between 5G live networks, commercial 5G contracts/deals, and 5G acquisitions and/or deployments with mobile network operators, and implementations of enterprise/private networks and other 5G technologies. To do.
Huawei Technologies Co. Ltd. remains the overall market leader in terms of cumulative shipments of 5G small cells. This is almost entirely due to the company’s success in the Chinese home market, where total small cell shipments overwhelm shipments in other markets and regions. For example, at his Mobile World Congress earlier this year, Yang Jie, Chairman of China Mobile Communications Group Co. Ltd. said: The number of networks he has over 330 million and the commercial use cases of 5G he has over 10,000. “
China Mobile’s dominance of 5G base stations makes sense given its pioneering role in building wireless networks, and carriers are now investing in building networks in China. It is shared with China Broadcasting Network Co., Ltd., the third new telecom operator. Ltd., or China Broadnet. In December 2021, China announced that he had deployed over 1.3 million of his 5G base stations, according to China’s Ministry of Industry and Information Technology.
At Huawei’s April 2022 Global Analyst Summit, vendors named 90 commercial 5G contracts. Huawei also claims he has over 1,000 “corporate” 5G contracts across 20 industries, namely enterprise and private wireless networks. China Telecom Group Co. Ltd. and China Unicom are also building wireless network and service footprints. Carriers have partnered to invest in 5G and expand their networks. This is similar to the China Mobile and China Broadnet deal, at least in terms of cost sharing.
But as Huawei and other Chinese vendors were banned by the U.S. and other governments and their networks were “teared down and replaced,” the 5G operator triumphs announced by Chinese system vendors over the past year Just a handful. The end result of China’s various bans on his 5G networking gear is a net reduction in the vendor’s total customer base.
Back to Ericsson, at the time of this writing, the Sweden-based vendor has claimed 174 commercial 5G contracts, most notably 125 live 5G networks in 55 countries. Ericsson was the first vendor to reach and surpass his benchmark of 100 in December 2021. Not surprising given that Ericsson was also the first vendor to win 100 commercial 5G contracts (August 2020). However, as a flip side of various government bans on his 5G equipment in China, Western vendors selling to the Chinese market are also restricted.
On the manufacturing side, Ericsson announced in April 2022 that it has produced over 1 million 5G radio products at its Flex Tczew factory in Poland, where the solution is designed for the European market. Also, regarding key customer deployments, Taiwan’s Chunghwa Telecom has upgraded over 2,000 Ericsson mid-band 5G small cell sites (and 150 centralized RAN or C-RAN locations) with more efficient Ericsson solutions to reduce energy consumption. It is reported to have improved efficiency. Ericsson also won new or expanded contracts with Rogers Communications Inc. (Canada), Optus Mobile Pty. Ltd. (Australia) and Vodafone UK Ltd.
Meanwhile, Nokia is also gaining momentum in the global 5G infrastructure market. As of this writing, Nokia has won 233 commercial 5G contracts, up from his 214 for his previous Tracker updated in February 2022, and 77 live, up from 74. It claims to support 5G networks. This includes his 100 of his 5G operator contracts with service providers. 47 in Europe, 27 in Asia Pacific and 10 in Middle East/Africa.
Notable 5G customers won by Nokia in Q2 2022 include United States Cellular Corp. AST SpaceMobile Inc., low earth orbit satellites and 5G networks. AT&T Mexico LLC; Ice Communication Norge AS (Ice Norway); T-Mobile Polska SA; Contela Inc., private wireless for the South Korean public sector; Taiwan Mobile Corporation; India’s Bharti Airtel Ltd., Nokia is expected to provide 240,000 base stations and hold a 45% share of the RAN network.
ZTE Corp. and Samsung Electronics Co. Ltd. round out the top five vendors, together accounting for about 95% of the global 5G RAN market revenue and shipments. His ZTE, China’s second-largest telecommunications equipment vendor, faces the same geopolitical “headwinds” as Huawei and other Chinese vendors. Nonetheless, ZTE was able to generate some customer traction outside of China in his first half of 2022 with Advanced Info Service PCL in Thailand and Malaysia.
Like Ericsson and Nokia, Samsung has also benefited from “ripping and replacing” equipment from Huawei and ZTE in several key markets. However, it is also attracting customer attention with its Open Virtual RAN (vRAN) solution set. Samsung’s customer highlights in the first half of 2022 include DISH Network Corp. (i.e. DISH Wireless) in the US (vRAN deployment), VMED O2 UK Holdco 4 Ltd. (i.e. Virgin Media O2, a subsidiary of Liberty Global PLC). ) It is included. ), and Nippon Telegraph and Telephone Corporation (specifically NTT East Japan) in Japan.
Wireless Investor is a regular feature of Kagan, the media research group within S&P Global Market Intelligence’s TMT service, providing exclusive research and commentary.
Joe Felizadio contributed to this article.
This article is published by S&P Global Market Intelligence and not by S&P Global Ratings, a division of S&P Global.
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