Table of Content

1 INTRODUCTION 12
1.1 COVID-19 HEALTH ASSESSMENT 12
1.2 COVID-19 ECONOMIC ASSESSMENT 14
1.2.1 COVID-19 IMPACT ON THE ECONOMY?SCENARIO ASSESSMENT 15

2 INTRODUCTION 18
2.1 STUDY OBJECTIVES 18
2.2 DEFINITION 18
2.3 MARKETS COVERED 19
2.3.1 YEARS CONSIDERED 19
2.4 CURRENCY 20
2.5 LIMITATIONS 20
2.6 STAKEHOLDERS 20

3 RESEARCH METHODOLOGY 21
3.1 RESEARCH DATA 21
3.1.1 SECONDARY AND PRIMARY RESEARCH 22
3.1.2 SECONDARY DATA 23
3.1.2.1 List of major secondary sources 23
3.1.2.2 Secondary sources 24
3.1.3 PRIMARY DATA 24
3.1.3.1 Breakdown of primaries 24
3.1.3.2 Primary sources 25
3.2 MARKET SIZE ESTIMATION 25
3.2.1 BOTTOM-UP APPROACH 26
3.2.1.1 Approach for estimating market size by bottom-up approach (demand side) 26
3.2.2 TOP-DOWN APPROACH 27
3.2.2.1 Approach for estimating market size by top-down approach
(supply side) 27
3.3 MARKET BREAKDOWN AND DATA TRIANGULATION 28
3.4 RESEARCH ASSUMPTIONS 29

4 EXECUTIVE SUMMARY 30
?

5 IMPACT OF COVID-19 ON 5G ECOSYSTEM 32
5.1 VALUE CHAIN OF 5G 32
5.1.1 IMPACT ON VALUE CHAIN 33
5.1.2 COMPONENT MANUFACTURERS 34
5.1.3 OEM 34
5.1.4 INFRASTRUCTURE EQUIPMENT MANUFACTURERS 34
5.1.5 MOBILE NETWORK OPERATORS 35

6 IMPACT OF COVID-19 ON 5G INFRASTRUCTURE MARKET 36
6.1 5G, BY COMMUNICATION INFRASTRUCTURE 36
6.1.1 SMALL CELL-BASED 5G INFRASTRUCTURE 36
6.1.2 MACRO CELL-BASED 5G INFRASTRUCTURE 39
6.2 5G, BY CORE NETWORK TECHNOLOGY 41
6.2.1 SDN 42
6.2.2 NFV 44

7 MACROECONOMIC AND MICROECONOMIC INDICATORS 46
7.1 COVID-19 IMPACT ON DRIVERS 46
7.1.1 EMERGING 5G APPLICATIONS 46
7.1.2 RISING DIGITALIZATION 46
7.1.3 PARTNERSHIPS AND ALLIANCES FOR 5G MONETIZATION 47
7.2 RESTRAINTS 47
7.2.1 SUPPLY CHAIN DISRUPTION 47
7.2.2 DELAY IN THE RELEASE OF 5G SPECIFICATIONS 47
7.2.3 CHINA-US TRADE WAR 48

8 5G INFRASTRUCTURE MARKET, BY END USER 49
8.1 IMPACT OF COVID-19 ON 5G INFRASTRUCTURE MARKET, BY END USER 49
8.1.1 COVID-19 IMPACT ON COMMERCIAL 51
8.1.2 COVID-19 IMPACT ON RESIDENTIAL 53
8.1.3 COVID-19 IMPACT ON INDUSTRIAL SECTOR 55
8.1.4 COVID-19 IMPACT ON GOVERNMENT SECTOR 57

9 5G INFRASTRUCTURE MARKET, BY REGION 60
9.1 IMPACT OF COVID-19 IMPACT ON 5G INFRASTRUCTURE MARKET BY GEOGRAPHY 60
9.2 COVID-19 IMPACT ANALYSIS ON APAC 61
9.2.1 COVID-19 IMPACT ANALYSIS ON CHINA 62
9.2.2 SOUTH KOREA 66
9.2.3 JAPAN 69
9.3 COVID-19 IMPACT ANALYSIS ON NORTH AMERICA 72
9.3.1 US 74
?
9.4 IMPACT OF COVID-19 ON EUROPE 77
9.4.1 ITALY 80
9.4.2 GERMANY 80
9.4.3 UK 81
9.4.4 FRANCE 81
9.5 IMPACT OF COVID-19 ON ROW 82

10 STRATEGIES OF SUPPLY CHAIN MEMBERS 86
10.1 IMPACT OF COVID-19 ON COMPONENT SUPPLIER’S PRODUCT/APPLICATION/GEOGRAPHY 86
10.1.1 IMPACT OF COVID-19 ON OEM 87
10.1.1.1 Product/application/geography 87
10.1.1.2 Impact of covid-19 on telecommunication infrastructure equipment providers product/application/geography 88
10.1.1.3 Impact of covid-19 on MNOS product/application/geography 88
10.2 WINNING STRATEGIES TO GAIN MARKET SHARE 89
10.2.1 SHORT-TERM STRATEGIES 89
10.2.2 MID-TERM STRATEGIES 90
10.2.3 LONG-TERM STRATEGIES 90
10.3 VENDOR ANALYSIS 90
10.3.1 TELECOM EQUIPMENT PROVIDERS MARKET EVOLUTION 90
10.3.2 HUAWEI 91
10.3.3 ERICSSON 91
10.3.4 NOKIA 91
10.3.5 ZTE 91
10.3.6 SAMSUNG 91
10.3.7 VENDOR 5G CONTRACTS AND COVID-19 IMPACT ANALYSIS 92

11 APPENDIX 93
11.1 KNOWLEDGE STORE 93
11.2 AUTHOR DETAILS 95



List of Figures



FIGURE 1 COVID-19: GLOBAL PROPAGATION 12
FIGURE 2 COVID-19 PROPAGATION: SELECT COUNTRIES 13
FIGURE 3 COUNTRIES BEGIN WITH SIMILAR TRAJECTORIES, BUT CURVES DEVIATE BASED ON MEASURES TAKEN 14
FIGURE 4 REVISED GDP FORECASTS FOR SELECT G20 COUNTRIES IN 2020 14
FIGURE 5 CRITERIA IMPACTING THE GLOBAL ECONOMY 15
FIGURE 6 SCENARIOS IN TERMS OF RECOVERY OF THE GLOBAL ECONOMY 16
FIGURE 7 5G INFRASTRUCTURE MARKET SEGMENTATION 19
FIGURE 8 BOTTOM-UP APPROACH 26
FIGURE 9 TOP-DOWN APPROACH 27
FIGURE 10 DATA TRIANGULATION 28
FIGURE 11 5G INFRASTRUCTURE MARKET, PRE COVID-19 VS. POST COVID-19 SCENARIO, 2019 VS. 2025 (USD BILLION) 30
FIGURE 12 SHIFT IN CLIENT’S CLIENT REVENUE 32
FIGURE 13 IMPACT OF COVID-19 ON SMALL CELL DEPLOYMENT 36
FIGURE 14 5G INFRASTRUCTURE MARKET, BY SMALL CELL COMMUNICATION INFRASTRUCTURE, PRE COVID-19 VS. POST COVID-19, 2019–2025 (USD BILLION) 38
FIGURE 15 IMPACT OF COVID-19 ON MACRO CELL DEPLOYMENTS 39
FIGURE 16 5G INFRASTRUCTURE MARKET, BY MACRO CELL COMMUNICATION INFRASTRUCTURE, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD BILLION) 40
FIGURE 17 5G INFRASTRUCTURE MARKET, BY CORE NETWORK TECHNOLOGY, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 42
FIGURE 18 5G INFRASTRUCTURE MARKET, BY SDN, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 43
FIGURE 19 5G INFRASTRUCTURE MARKET, BY NFV, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 45
FIGURE 20 5G INFRASTRUCTURE MARKET, BY COMMERCIAL SECTOR, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 51
FIGURE 21 5G INFRASTRUCTURE MARKET, BY RESIDENTIAL SECTOR, PRE-COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 53
FIGURE 22 5G INFRASTRUCTURE MARKET, BY INDUSTRIAL SECTOR, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 56
FIGURE 23 5G INFRASTRUCTURE MARKET, BY GOVERNMENT SECTOR, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 58
FIGURE 24 5G INFRASTRUCTURE MARKET IN APAC, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 61
FIGURE 25 5G INFRASTRUCTURE MARKET IN CHINA, PRE COVID-19 VS. POST COVID-19, 2019–2025 (USD MILLION) 64
FIGURE 26 5G INFRASTRUCTURE MARKET IN SOUTH KOREA, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 67
FIGURE 27 5G INFRASTRUCTURE MARKET IN JAPAN, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 70
FIGURE 28 5G INFRASTRUCTURE MARKET IN NORTH AMERICA, PRE COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 72
FIGURE 29 5G INFRASTRUCTURE MARKET IN US, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 75
FIGURE 30 5G INFRASTRUCTURE MARKET IN EUROPE, PRE COVID-19 VS. POST COVID-19, 2019–2025 (USD MILLION) 78
FIGURE 31 5G INFRASTRUCTURE MARKET IN ROW, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 83

 

List of Tables



TABLE 1 5G INFRASTRUCTURE MARKET, PRE COVID-19 VS. POST COVID-19 SCENARIO, 2019–2025 (USD BILLION) 31
TABLE 2 5G SUBSCRIBER BASE IN MILLION 35
TABLE 3 5G INFRASTRUCTURE MARKET, BY SMALL CELL COMMUNICATION INFRASTRUCTURE, PRE COVID-19 VS. POST COVID-19 SCENARIO 2019–2025 (USD BILLION) 38
TABLE 4 5G INFRASTRUCTURE MARKET, BY SMALL CELL COMMUNICATION INFRASTRUCTURE, PRE COVID-19 VS. POST COVID-19, 2019–2025
(THOUSAND UNITS) 39
TABLE 5 5G INFRASTRUCTURE MARKET, BY MACRO CELL COMMUNICATION INFRASTRUCTURE, PRE-COVID-19 VS. POST-COVID-19 SCENARIO 2019–2025 (USD BILLION) 40
TABLE 6 5G INFRASTRUCTURE MARKET, BY MACRO CELL COMMUNICATION INFRASTRUCTURE, PRE COVID-19 VS. POST COVID-19, 2019–2025
(THOUSAND UNITS) 41
TABLE 7 5G INFRASTRUCTURE MARKET, BY CORE NETWORK TECHNOLOGY PRE COVID-19 VS. POST COVID-19 SCENARIO, 2019–2025 (USD MILLION) 42
TABLE 8 5G INFRASTRUCTURE MARKET, BY SDN, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 44
TABLE 9 5G INFRASTRUCTURE MARKET, BY NFV, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 45
TABLE 10 5G INFRASTRUCTURE MARKET, BY END USER, PRE-COVID-19 2019–2025 (USD MILLION) 49
TABLE 11 5G INFRASTRUCTURE MARKET, BY END USER, POST-COVID-19 2019–2025 (USD MILLION) 49
TABLE 12 OPPORTUNITY LOST DUE TO COVID-19 IMPACT BY THE VENDORS 2019–2025 (USD MILLION) 50
TABLE 13 5G INFRASTRUCTURE MARKET, BY COMMERCIAL SECTOR, PRE-COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 52
TABLE 14 5G INFRASTRUCTURE MARKET, BY RESIDENTIAL SECTOR, PRE-COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 54
TABLE 15 MOBILE INTERNET CONNECTIVITY (%) FOR GLOBAL POPULATION, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 54
TABLE 16 CONSUMER IOT SPENDING, PRE COVID-19 VS. POST COVID-19 (USD BILLION) 55
TABLE 17 5G INFRASTRUCTURE MARKET, BY RESIDENTIAL SECTOR, PRE-COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 57
TABLE 18 5G INFRASTRUCTURE MARKET, BY GOVERNMENT SECTOR, PRE-COVID-19 VS. POST COVID-19, 2019–2025 (USD MILLION) 59
TABLE 19 5G INFRASTRUCTURE MARKET, BY GEOGRAPHY, PRE COVID-19 SCENARIO 2019–2025 (USD MILLION) 60
TABLE 20 5G INFRASTRUCTURE MARKET, BY GEOGRAPHY, POST COVID-19 SCENARIO, 2019–2025 (USD MILLION) 60
TABLE 21 5G INFRASTRUCTURE MARKET IN APAC, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 62
TABLE 22 PLANNED CAPEX STRUCTURE OF TOP THREE CHINESE TELECOM OPERATORS ON 5G (USD BILLION) 63
TABLE 23 5G INFRASTRUCTURE MARKET IN CHINA, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 64
TABLE 24 5G MACRO CELL MARKET IN CHINA, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 65
TABLE 25 5G SMALL CELL MARKET IN CHINA, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 65
TABLE 26 5G CORE NETWORK TECHNOLOGY MARKET IN CHINA, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 66
TABLE 27 5G SUBSCRIBERS IN SOUTH KOREA, BY TELECOM OPERATOR 2019 & 2020, (MILLION) 66
TABLE 28 5G INFRASTRUCTURE MARKET IN SOUTH KOREA, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 67
TABLE 29 5G MACRO CELL MARKET IN SOUTH KOREA, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 68
TABLE 30 5G SMALL CELL MARKET IN SOUTH KOREA, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 68
TABLE 31 5G CORE NETWORK TECHNOLOGY MARKET IN SOUTH KOREA, POST COVID-19 VS PRE COVID-19, 2019–2025 (USD MILLION) 69
TABLE 32 5G INFRASTRUCTURE MARKET IN JAPAN, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 70
TABLE 33 5G MACRO CELL MARKET IN JAPAN, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 71
TABLE 34 5G SMALL CELL MARKET IN JAPAN, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 71
TABLE 35 5G CORE NETWORK TECHNOLOGY MARKET IN JAPAN, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 71
TABLE 36 5G INFRASTRUCTURE MARKET IN NORTH AMERICA, PRE-COVID-19 VS.
POST COVID-19, 2019–2025 (USD MILLION) 73
TABLE 37 5G MACRO CELL MARKET IN NORTH AMERICA, PRE COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 73
TABLE 38 5G SMALL CELL MARKET IN NORTH AMERICA, PRE COVID-19 VS. POST COVID- 19, 2019–2025 (USD MILLION) 73
TABLE 39 5G CORE NETWORK TECHNOLOGY MARKET IN NORTH AMERICA, PRE-COVID-19 VS. POST-COVID-19, 2019–2025 (USD MILLION) 74
TABLE 40 5G INFRASTRUCTURE MARKET IN US, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 75
TABLE 41 5G MACRO CELL MARKET IN US, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 76
TABLE 42 5G SMALL CELL MARKET IN US, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 76
TABLE 43 5G CORE NETWORK TECHNOLOGY MARKET IN US, PRE COVID-19 VS.
POST COVID-19 SCENARIO, 2019–2025 (USD MILLION) 76
TABLE 44 5G INFRASTRUCTURE MARKET IN EUROPE, PRE COVID-19 VS. POST COVID-19, 2019–2025 (USD MILLION) 78
TABLE 45 5G MACRO CELL MARKET IN EUROPE, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 79
TABLE 46 5G SMALL CELL MARKET IN EUROPE, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 79
TABLE 47 5G CORE TECHNOLOGY MARKET IN EUROPE, PRE COVID-19 VS. POST COVID-19, 2019–2025 (USD MILLION) 79
TABLE 48 5G INFRASTRUCTURE MARKET IN ROW, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 84
TABLE 49 5G MACRO CELL MARKET IN ROW, PRE COVID-19 VS. POST COVID-19 2019–2025 (USD MILLION) 84
TABLE 50 5G SMALL CELL MARKET IN ROW, PRE-COVID-19 VS. POST-COVID-19 2019–2025 (USD MILLION) 84
TABLE 51 5G CORE NETWORK TECHNOLOGY MARKET IN ROW, PRE-COVID-19 VS.
POST-COVID-19, 2019–2025 (USD MILLION) 85
TABLE 52 OVERVIEW OF CHINA MOBILE SUBSCRIBER BASE (MILLION) 89