Telecoms

[New] The telecom cloud market is expected to grow from USD 10.92 Billion in 2016 to USD 30.79 Billion by 2021, at a Compound Annual Growth Rate of 23.0% during the forecast period.
[New] China Unicom, Telecom and Mobile are expected to lay around half a million 5G base stations in and around China in 2020.
[New] Verizon will spend US$ 1.9 billion to speed up its deployment of superfast 5G telecom service as a top bidder for US bandwidth that balances range and data speed.
[New] On environmental sustainability, the EU Commission expects data centres and telecommunications technology to become more energy efficient, use more renewable sources and become climate neutral by 2030.
[New] China is launching a grandiose plan dubbed the Chinese Standards of 2035, which outlines how the next generation of technology will be operated, including everything from telecommunications to artificial intelligence.
As the number of mobile 5G connections increases over the coming years, supported by the emergence of new business cases in areas such as IoT, the number of client engagement opportunities will multiply, creating new growth opportunities for telecom operators.
In the coming years, a majority of telecom companies will adopt IoT in order to offer a more personalized user experience.
Removing Huawei kit from the 5G network could take five to seven years, while taking it out of the entire UK telecoms network could require a decade.
China Unicom and China Telecom together plan to build 250,000 5G base stations in 2020.
The government's Universal Access Fund has made measurable progress in delivering telecom services to underserved areas of Zambia, particularly in its funding the GRZ Communication Tower project which will see 1,010 towers installed by the end of 2020.
With 60 locations now live around the UK and plans to have 70 up and running by the end of the year, the telecoms industry now needs to figure out how to sell 5G to customers, both consumer and enterprise.
U.S. trade restrictions to Huawei have made the U.K. uncertain as to where Huawei will be sourcing its semiconductors, creating a higher security risk for its telecom infrastructure.
Embedded die, though small in market size, is expected to grow at an 18% CAGR over the next five years, with demand driven by markets like telecom & infrastructure, automotive, and mobile.
Twenty-nine telecom companies representing 30% of mobile connections worldwide have committed to science-based targets, aiming to reduce emissions by 45% by 2030, from 2020 levels.
Covid-19 (coronavirus) sent shockwaves through every sector of the economy, and while it has been better insulated than some, the telecom industry will inevitably feel the effects of the 3% global GDP contraction the IMF predicts for this year.
Fitch predicts mobile service revenues for Thai telecom operators to decline 2-3% in 2020 (after 3.6% growth in 2019), which would still outperform Fitch's GDP forecast of a 5.1% contraction for Thailand.
The overall telecom and pay-TV services market revenue in Japan will grow at a CAGR of 1.3% in US$ but decline marginally at a CAGR of 0.1% in local currency during 2018-2023.
Telecom & infrastructure is by revenue the fastest-growing segment in the advanced packaging market, and will increase its market share from 10% in 2019 to 14% by 2025.
Telecom operators will achieve 5G revenues worth US$ 502 billion in 2025, with North America and Asia-Pacific commanding more than 60% market in terms of revenue.
Throughout 2020, the UK will be witnessing the wider rollout of 5G telecommunications networks, allowing for greater speeds and reduced latency.
As part of a consortium that includes Indian telecom Bharti Global, the UK government will invest $500 million and take a significant equity share in space exploration firm OneWeb.

See full forecast

Last updated: 13 September 2020