Major communication service company in 5G theme

5G, the fifth generation of mobile phone technology, is built to enable faster mobile data speeds than 4G LTE and other previous technologies, offering the potential for increased revenue and lower customer churn. bring. 5G will allow networks to be virtually sliced ​​to provide different service characteristics for different use cases. After years of anticipation, most of the world’s largest carriers have deployed his 5G networks. 2020 saw an increase in the number of 5G commercial launches around the world, with over 400 million active 5G contracts at the end of the year.

5G will need to be supported by mobile network operators and their infrastructure suppliers. Truly transformative 5G use cases will also require network upgrades that go beyond the radio portion of the network to include the mobile core and transport segments. Finally, 5G will need to be supported by a robust set of devices, including smartphones, tablets, fixed wireless access points, and ultimately sensors and other Internet of Things (IoT) touchpoints.

However, not all companies are equal when it comes to their capabilities and investments in the key themes that are most important to their industry. Understanding how a company is positioned and ranked on the topics that matter most can be an important leading indicator of future earnings potential and relative competitive position.

According to GlobalData’s thematic research report, major 5G adopters include China Telecom, Deutsche Telekom, KT, SK Telecom, China Mobile, Telstra, and T-Mobile US.

Insights from top companies  

china telecom

China Telecom is China’s third largest mobile phone company, with 326 million subscribers at the end of 2020. The company has 210,000 of its 5G mobile sites (partly through a network-building joint venture with China Unicom, China’s third-largest mobile phone company). . China Telecom reported that it spent 47% of its capital investment in the first half of 2020 on its 5G network. China Telecom believes it has the fastest 5G speeds, with a maximum speed of 2.7 Gbps. The company was also the world’s first carrier to offer commercial 5G standalone (SA) capabilities in Shenzhen in 2019. China Telecom has achieved some success by upselling its 5G services, including HD and VR video content, to customers, contributing to a 10% increase in average revenue per transaction. Comparison of user (ARPU) and his 4G LTE. In the enterprise segment, China Telecom offers more than 300 use cases in eight major industries, including industrial internet and smart healthcare. Established more than 50 of his 5G innovation centers to foster continuous innovation.

deutsche telekom

Deutsche Telekom (DT) is Europe’s largest network operator. The company owns the mobile communications brand T-Mobile, which has a strong presence in Europe (particularly in Germany, Austria, Czech Republic and Poland), and in the United States it is the third largest mobile provider. T-Mobile US acquired Sprint in 2020, which includes a significant portion of his 5G spectrum assets. In Europe, Deutsche Telekom acquired a paired spectrum of 40MHz in the 2GHz band and a 90MHz block in the 3.6GHz band in 2019, but uses 15MHz of spectrum in the 2.1GHz band. Deutsche Telekom launched its European 5G service in September 2019 and claimed to have 12,000 5G antennas in operation by June 2020, covering nearly 50% of the population. The company also installed six cells in Berlin with commercial 5G antennas, using frequencies in the 3.7 GHz spectrum band.

KT

KT (formerly Korea Telecom) is South Korea’s second largest mobile phone company, with 17 million subscribers as of the end of December 2020. The company, along with its competitors LG Uplus and SK Telecom, was the first in the world to offer the service. Commercial 5G services using non-standalone (NSA) over the 3.5 GHz spectrum were launched in April 2019. The company acquired 2.8 million 5G customers by September 2020 as part of its 5G First strategy. KT is complementing its 5G network with Mobile Edge Computing (MEC) telecom centers in eight cities in Japan, enabling low-latency applications such as cloud gaming, AR and VR, and key services such as autonomous driving. KT offers his eight “superpower” services centered around communications, gaming and media.

To further understand the key themes and technologies disrupting the technology industry, access GlobalData’s latest thematic research report on 5G.