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MWC-2022-Whitepaper 2

The key takeaways from MWC 22 were: 1) 5G deployments are accelerating and operators are focusing on monetizing current 5G networks while preparing for 6G. 2) OpenRAN solutions will provide more disruption to operator networks in 2022. 3) Private network solutions will support new 5G use cases for enterprises. 4) Rugged devices were launched to support the expansion of cellular IoT use cases. 5) Chipset competition will increase in 2022 as MediaTek targets new segments.

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0% found this document useful (0 votes)
36 views

MWC-2022-Whitepaper 2

The key takeaways from MWC 22 were: 1) 5G deployments are accelerating and operators are focusing on monetizing current 5G networks while preparing for 6G. 2) OpenRAN solutions will provide more disruption to operator networks in 2022. 3) Private network solutions will support new 5G use cases for enterprises. 4) Rugged devices were launched to support the expansion of cellular IoT use cases. 5) Chipset competition will increase in 2022 as MediaTek targets new segments.

Uploaded by

Adam Wears
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 12

DISRUPTION IN TELCO IN 2022

5 Key Takeaways from MWC 22


DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 1

Contents
1.1 Takeaways from MWC 22 – Five Key Announcements for 5G ............................ 2
1.5G Deployments Accelerating with an Eye on 6G Technologies .................. 3
Figure 1: Global Number of 5G Connections (m), 2021-2026 .................................. 3
Figure 2: Orange at Mobile World Congress 2022..................................................... 3
Figure 3: Nokia at Mobile World Congress 2022 ....................................................... 4
Figure 4: Jessica Rosenworcel, Chairman of the FCC, Speaking at MWC 2022 ....... 4
2.OpenRAN to Provide More Disruption to Operator Networks in 2022 ....... 5
ii. Announcements from Qualcomm........................................................... 5
Figure 5: Qualcomm at Mobile World Congress 2022 .............................................. 6
iii. Announcements from Dell ...................................................................... 6
iv. Announcements from NTT DOCOMO .................................................... 7
3. Private Network Solutions to Support New 5G Use Cases ........................... 7
Figure 6: Global Private Cellular Network Spend ($m), 2021 & 2022 ..................... 8
4. Launch of Rugged Devices to Support Expansion of Cellular IoT ................ 8
5. Chipset Competition to Increase in 2022, as MediaTek Targets New
Segments ................................................................................................................ 9
Figure 7: MediaTek at Mobile World Congress 2022 .............................................. 10
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 2

For more information on Juniper Research’s portfolio of covered topics, please visit our website.

1.1 Takeaways from MWC 22 – Five Key


5G Deployments Accelerating with an Eye on 6G Technologies
Announcements for 5G
As 5G becomes an increasingly important technology that underpins operations, many announcements
highlighted how the entire ecosystem will progress to target new revenue streams, whilst preparing for
the formulation of 6G technologies.

As the widely renowned industry event, Mobile


World Congress, or MWC, comes to a close, the OpenRAN to Provide Disruption to Operator Networks in 2022
technology and telecommunications industries now
OpenRAN has long been a topic of discussion for the telecommunications industry, however with no
have a clearer picture of how the rest of 2022 will
defined standards forcing operators to implement it, progress has not reached the levels expected of it.
progress, including innovations, areas of focus and
However, this year, both NTT DOCOMO and Qualcomm announced solutions to support OpenRAN
new products that will shape product and service
adoption within operator networks during this year’s MWC event.
portfolios.

As a result, Juniper Research will present its key


takeaways from this year’s MWC in this whitepaper. Private Network Solutions to Find New 5G Use Cases
A major theme emerging this year was the future of
5G connectivity and the steps that industry Whilst LTE was the initial focus for private network deployments, the advent of 5G has significantly
stakeholders, including operators, device vendors, increased interest in the opportunities available for enterprises. Indeed, the ability to have more control
and service providers, can take to support over the network and its orchestration has left many IoT users attracted by the prospect of leveraging 5G
next-generation network connectivity. for private networks.

Shown to the right are five key takeaways from the


event, and how Juniper Research expects these
Launch of Rugged Devices to Support Expansion of Cellular IoT
trends to play out over 2022. Additionally, these
topics are explored in more detail throughout the This year’s announcements have built upon the expansion of 5G networks to provide rugged and reliable
whitepaper; providing key analysis and market devices that suit the needs of a wide array of use cases within the Internet of Things. There is a clear
forecasts for these verticals. focus on providing IoT solutions for a more comprehensive list of IoT use cases.

Juniper Research provides both off-the-shelf


research and bespoke content across more than 90
research topics in the digital technology ecosystem. Chipset Competition to Increase in 2022, as MediaTek Targets New Segments
We are a trusted research partner of many of the
Traditionally, Qualcomm and MediaTek have been regarded as the most significant players in the Android
world’s leading organisations.
chipset market. However, announcements at MWC indicate increasing market competition in this area.
Even with recent disruptions to supply chains, disruption to key components looks certain in 2022.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 3

The Key Takeaways from MWC 22 As demonstrated by figure 1, Juniper Research forecasts that the global number of
5G connections will reach 3.2 billion globally by 2026. With cellular data generated by
Assessed below are Juniper Research’s top 5 takeaways from this year’s Mobile World 5G connections forecast to reach 1.5 million Petabytes globally by 2026, it is in an
Congress in Barcelona. operator’s best interest to repurpose radio frequencies currently used for 2G and 3G
to reduce CAPEX, which can then be reinvested into more profitable 5G networks.
1. 5G Deployments Accelerating with an Eye on 6G Technologies
At MWC, Orange announced its plans to phase out 2G and 3G networks between
It was inevitable that 5G was the key focus for this year’s event. There were 2025 and 2030, in order to reallocate network spectrum to 4G and 5G connectivity. In
numerous announcements that focused on the growth of the technology, however, France, Orange plans to decommission 2G networks by the end of 2025, before
Juniper Research believes there was a single theme common amongst them: how sunsetting 3G networks by the end of 2028. Within Belgium, Luxembourg, Poland,
can current 5G networks and services be better monetised in 2022? Romania, Slovakia and Spain, Orange will switch off 2G and 3G connectivity by 2025
and 2030 respectively.
Figure 1: Global Number of 5G Connections (m), 2021-2026
Figure 2: Orange at Mobile World Congress 2022
3,500

3,000 3,200

2,500

2,000

Source: Orange
1,500
Juniper Research believes that strengthening 5G service offerings is key to Orange
meeting its goal of limiting CAPEX to €7.4 billion ($8.2 billion) during 2022, as
1,000 additional 5G service revenue from existing customers will be able to, at least
partially, offset the costs of developing standalone network infrastructure.
500
Additionally, Orange announced that it will partner with Ericsson and Nokia for the
provision of standalone 5G. Nokia’s core standalone network will be used for France
310
0 and Slovakia, whereas Ericsson’s 5G core network will be used for Belgium,
2021 2026 Luxembourg, Poland and Spain. This highlights the progression from non-standalone
launches, which still use core networks from existing 4G services, to a fully
Source: Juniper Research independent 5G network. In turn, this enables operators to fully leverage 5G
connectivity in both consumer and IoT sectors.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 4

Orange will also work with Oracle Communications for 5G core signalling and Notably, during the event, Telefónica and Vodafone called on governments in Europe
routing, and harness Nokia’s subscriber technology, across all countries. Further to support further 5G investment. Juniper Research believes that, whilst the
testing is planned during 2022, with deployments scheduled for 2023. With 5G advanced data capabilities of 5G standards will drive adoption in areas such as
service revenue due to exceed $600 billion by 2026, standalone network services mobile gaming and immersive reality, there is also a need for spectrum at affordable
clearly represent a lucrative opportunity for operators. prices to provide operators with an achievable path to securing a return on their
investment. This will help reduce the connectivity gap, a term used to describe
In addition, Nokia used MWC as an opportunity to launch a number of solutions scenarios in which rural areas and underserved population fail to gain access to
geared towards supporting operator deployment of 5G services, including its UBT-T connectivity services.
XP Dual Band solution, an extension of its Managed Services portfolio, Intelligent
RAN Operations with machine learning capabilities and a 5G Edge Slicing solution in Figure 4: Jessica Rosenworcel, Chairman of the FCC, Speaking at MWC 2022
collaboration with Cellcom and Telia. Juniper Research anticipates that operator
deployment of standalone 5G services will accelerate over the next 12 months, using
solutions developed by hardware vendors to reduce time-to-market and capital
expenditure.

Figure 3: Nokia at Mobile World Congress 2022

Source: Mobile World Live

This problem is particularly prevalent in the US, a country with a large geographical
area that has struggled to provide sufficient connectivity to the rural population. In
Source: Nokia via EE Times response, the Chairman of the FCC (Federal Communications Commission), Jessica
Rosenworcel, announced that the next auction of mid-band spectrum will take place
within the US in July 2022, which will extend 5G services to more rural areas. The FCC
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 5

will also work with federal partners to commercialise spectrum, to make 3.1GHz to
3.45GHz band available. The issue of providing better connectivity to rural areas is
5G Smartphones: Trends, Regional Analysis & Market Forecasts
not one that has been tackled to a significant enough degree; whilst 5G was initially 2021-2026
claimed as an ideal last-mile solution, it has become increasingly evident that further
investment will be needed from regulatory bodies to assist in closing the connectivity
gap.

On a more future-forward theme, the FCC also highlighted the need for operators in 2. OpenRAN to Provide More Disruption to Operator Networks in
the US to plan ahead for 6G by developing new spectrum management policies, and 2022
ensuring the efficient use of wireless services. Earlier this year, US mobile carriers
OpenRAN has long been a topic of discussion for the telecommunications industry,
requested $5.6 billion in funding from the FCC, in order to replace Huawei 5G
however with no defined standards forcing operators to implement it, progress has
infrastructure within their networks. In light of the aforementioned announcement at
not reached the levels expected of it. However, both NTT DOCOMO and Qualcomm
MWC, Juniper Research expects operators in the US to upgrade current network
announced solutions to support OpenRAN adoption within operator networks during
infrastructures, in order to secure funding. This does not only allow for the
this year’s MWC event.
development of current technology, such as the improved low latency and high
speed of 5G networks, but it also shows that the operator has the ability to adapt A significant impact of OpenRAN is its ability to accelerate the rate of connecting
and innovate to support potential next-generation technologies, most notably 6G. devices to cellular networks. Juniper Research views these use cases as key to
developing new revenue streams that leverage existing 5G networks.
Although 6G is still a concept and there are no existing plans in place for its creation,
its eventual development may see the US miss out on being amongst the first Significant announcements are listed below:
countries worldwide to innovate with this technology. For example, once the
standards for 6G technologies are more substantial and network vendors such as ii. Announcements from Qualcomm
Huawei, Ericsson and Nokia begin to develop infrastructure hardware to deliver 6G
Qualcomm will launch Snapdragon Connect, a certification that will be awarded to
connectivity, if Huawei become the first company to successfully do this, then this
consumer devices that offer superior wireless connectivity, including 5G, Bluetooth
will be problematic for mobile operators in the US, and other countries that have
and Wi-Fi. It was announced that Snapdragon Connect will initially cover
placed limitations on Huawei’s network involvement, as they will need to spend
smartphones, laptops, VR/AR headsets and handheld gaming systems, with
additional resource in testing new network vendors and ensuring interoperability
Qualcomm planning to expand the qualification to connected cars and wearables in
with existing networks and cores.
the future.
Related research:
It was also announced that Qualcomm will extend its partnership with Microsoft in
order to develop a ‘chip-to-cloud’ solution that is compatible with Azure software.
The partnership will combine Qualcomm’s 5G technology and hardware ecosystem
5G Monetisation: Business Models, Strategic Recommendations &
with Microsoft’s edge computing capabilities, including the Azure Private 5G core.
Market Forecasts 2021-2026
This solution will enable enterprises to realise 5G and edge computing ambitions;
expanding an existing partnership between Qualcomm and Microsoft.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 6

Juniper Research views edge computing as a key technology that enables 5G In comparison, sub-6GHz spectrum bands can propagate over a longer distance, are
networks to deliver the expected services underpinned by cellular technology. Whilst cheaper to deploy and are therefore suited for more rural areas. Therefore, Juniper
edge computing has been explored for some time, its commercial applications are Research believes that successful 5G deployment across all countries will rely on a
often limited by the substantial investment needed. However, partnerships such as combination of sub-6GHz spectrum and mmWave to cover both rural and urban
this between Qualcomm and software providers will provide an environment that is environments.
far more virtualised and will provide significant operational cost savings.
iii. Announcements from Dell
Qualcomm also announced a strategic partnership with Mavenir, a network software
provider, to expand Mavenir’s OpenBeam OpenRAN portfolio which includes Dell announced the launch of its open telecommunications ecosystem platform, a
mmWave and massive MIMO (multiple-input, multiple-output), with the latter solution that aims to open up network accessibility and accelerate the adoption of
performing better throughput and spectrum efficiency. OpenRAN Technology. The Dell Telecom Multi-Cloud Foundation includes hardware,
software and services to aid operators in the transition from traditional RAN to
Juniper Research believes that operators must harness both sub-6Ghz spectrum and OpenRAN technology. This solution also offers integration with specialised software
mmWave in order to ensure the successful deployment of public and private providers, such as RedHat, VMWare and Wind River.
networks. Whilst mmWave offers a larger amount of bandwidth and can therefore
support a high density of connections, it is costly to deploy and has a low level of
propagation. Whilst OpenRAN is not necessarily a new concept, its presence
Figure 5: Qualcomm at Mobile World Congress 2022 at MWC this year highlights that further investment into the
network technology is inevitable in 2022.

Whilst traditional RAN solutions often require operators to work with a single
network vendor, OpenRAN solutions enable operators to engage with several
vendors across their networks. This prevents vendor lock-in and allows smaller
vendors to enter the market, who may be able to offer a more cost-efficient option to
operators. If operators are able to reduce their everyday operating costs, a higher
proportion of resource is available for investment in, and offset costs associated with
the deployment of, upgrading networks to 5G and exploring innovative new
concepts, such as 6G connectivity.

The entry of new vendors into the ecosystem will also enable operators to work with
more specialised providers, who may be in a position to offer intelligent solutions.
This will become increasingly important, as the surface area of 5G networks
increases, and the potential attack surface for fraudulent activity also increases.

Source: Qualcomm via ITPro


DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 7

In addition, the entry of new vendors strengthens supply-chain resilience through the partnerships with manufacturers of flagship smartphones, the inclusion of MediaTek
prevention of vendor lock-in. The implications of vendor lock-in are exemplified by will allow the OREC to reach more vendors within the Asia Pacific region.
the ban of Huawei infrastructure in the US, which has caused significant financial
ramifications for operators and regulatory bodies alike. Whilst the OREC primarily includes stakeholders within the US and the Far East,
Juniper Research urges NTT DOCOMO to pitch membership to international partners
Juniper Research anticipates that the benefits afforded by OpenRAN infrastructure in order to gain a global footprint and encourage smooth OpenRAN deployment
will encourage operator adoption, leading to the development of interoperable worldwide.
software and hardware.
Related research:

However, there is a need for industry-wide standards to


Edge Computing: Use Cases, Innovation Opportunities & Market
support the transition from traditional RAN to OpenRAN Forecasts 2020-2025
technology, as this represents a substantial shift from closed
proprietary systems to an open ecosystem.

3. Private Network Solutions to Support New 5G Use Cases


Whilst OpenRAN represents an opportunity for operators to reduce the costs
associated with the adoption of cloud and vRAN technology, Juniper Research notes Whilst LTE was the initial focus for private network deployments, the advent of 5G
that all stakeholders in the telecommunications ecosystem must be onboarded, has significantly increased interest in the opportunities available for enterprises.
including component providers. In order to ensure a return on investment, operators Indeed, the ability to have more control over the network, and its orchestration, have
will be carefully examining operations over OpenRAN technology in order to ensure left many IoT users attracted by the prospect of leveraging 5G for private networks.
expectations regarding capability and sustainability are also met. This year’s announcements demonstrate how network vendors and operators will be
expanding the targeted industries for private network deployments.
iv. Announcements from NTT DOCOMO
As demonstrated by figure 6, Juniper Research forecasts that global private cellular
Prior to the event itself, NTT DOCOMO stated its intention to use MWC as an network spend will increase from $6 billion at the end of 2021 to $9.3 billion by 2022.
opportunity to introduce its OpenRAN solutions via presentations and Therefore, the ability to support private cellular networks marks a lucrative
demonstrations. MWC provides the perfect platform for the promotion of the OREC opportunity for Qualcomm, which the vendor appears to be maximising through its
(OpenRAN Ecosystem), which was first announced in February 2021. At present, the partnership with Microsoft.
13 members of OREC include Dell Technologies Japan, Hewlett Packard Japan, Fujitsu,
During MWC, HPE (Hewlett Packard Enterprise) announced the launch of its new
Intel and Qualcomm Technologies.
private 5G offering; promising high-speed and high-bandwidth private network
Given MediaTek’s announcements during this year’s MWC event, Juniper Research connectivity for both industry and enterprise customers. As the solution supports
strongly recommends that the OREC extends an offer of membership to the vendor. interworking across private 5G networks and Wi-Fi connectivity through a
Whilst Qualcomm maintains a market majority within the US, and has existing partnership with Aruba Wi-Fi, connected industry stakeholders will capitalise on the
wide area of coverage offered by 5G, whilst also benefitting from the cost-efficient
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 8

advantages of Wi-Fi in indoor environments. Juniper Research believes that this Related research:
functionality will prove most useful in environments with a high density of
connections, such as ports and connected factories; enabling low-latency data
transfer, whilst also supporting a large number of connected devices. Private Cellular Networks: Spectrum Assessment, Business
Models & Forecasts 2021-2026
Figure 6: Global Private Cellular Network Spend ($m), 2021 & 2022

$10,000

$9,000 4. Launch of Rugged Devices to Support Expansion of Cellular IoT


$8,000
Device launches have long been a key staple of MWC, however the increasing
$7,000 interest in the Internet of Things has shifted focus more towards IoT devices, rather
$6,000 than consumer devices alone. This year’s announcements have built upon the
expansion of 5G networks to provide rugged and reliable devices that suit the needs
$5,000
$9,254 of a wide array of use cases.
$4,000
During MWC, Bullitt Group unveiled its first rugged 5G hotspot; CatQ10. Based in the
$3,000 $5,968 UK, Bullitt Group is a manufacturer of ‘rugged’ smartphones and featurephones.
$2,000 These devices predominantly cater to professionals in construction, the emergency
services and outdoor services; providing technology suitable to withstand harsh
$1,000
environments and cater to industrial use cases in remote environments.
$0
2021 2022 The CatQ10 hotspot has been designed to withstand tough environmental
conditions, including extremes of temperature. In addition, the CatQ10 hotspot is
dust and waterproof, and is durable to drops of six feet (2 metres). Notably, the
Bullitt Group’s CatQ10 hotspot will also provide 5G connectivity; enabling devices to
Source: Juniper Research
connect to a single hotspot. This will allow stakeholders in connected industries to
Notably, HPE’s private 5G solution is pre-integrated with radio access capabilities benefit from 5G coverage, even if their operations are based outside the range of
from a number of vendors. By ensuring vendor agnosticism, HPE has developed a traditional operator networks.
solution that can be adopted by operators in a rapid and flexible manner, regardless
For example, private networks can improve the efficiency of oil and gas collection
of regional regulations on hardware vendors. Vendor lock-in has been a prominent
operations; offering highly targeted coverage that can extend to areas not previously
issue for IoT users in the past, as IoT networks are expected to grow in line with
covered by network operators. This can be highly beneficial in remote locations, such
expanding operations. Previously, there has been much hesitation regarding
as oil rigs at sea, as operations managers can monitor the status of connected
adoption IoT solutions for this very reason, and we expect solutions that minimise
machinery on-land and ensure peak productivity. In order to maximise the adoption
the impact of vendor lock-in in 2022 to provide greater value and be more appealing
of its CatQ10 hotspot solution, Juniper Research urges Bullitt to capitalise on its
in the future.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 9

existing partnerships with Motorola and CAT, in order to raise awareness of the Security solutions that ensure TLS (Transport Layer Security) connectivity between
solution within the industry. the device and the outside service will also become increasingly important, given the
continued threat of cyberattacks. These advanced security services will attract
In previous years, many of these IoT use cases were deemed irrelevant by IoT industrial customers seeking to protect their connected networks, especially if they
platforms, mainly down to the small scale of operations. This gave rise to IoT handle sensitive data.
integrators, who would work with IoT platforms to create bespoke IoT packages to
serve these niche areas of demand. However, as technologies such as 5G, Wi-Fi 6 and Therefore, Juniper Research anticipates that the development of rugged hotspot
machine learning have become more affordable, demand from these areas have devices will position the Bullitt Group and HTC well to capitalise on the growth of
grown. Once you take into account the aggregation of these niche areas, the market eSIM installations and private network technology amongst connected industries;
opportunity is substantial. Juniper Research believes that 2022 will be the year in representing a lucrative opportunity for these vendors.
which device vendors fully realise this, with new rugged devices, or devices that suit
specific requirements, being developed. Related research:

HTC used MWC as an opportunity to announce the launch of the Reign Core, a
portable, private 5G solution. The Reign Core was developed in collaboration with the Cellular IoT: Strategies, Opportunities & Market Forecasts 2022-
HTC subsidiary, G Reigns, and Supermicro. Based in the US, Supermicro is an IT 2026
company specialising in storage, cloud and AI infrastructure. The Reign Core 5G
product is compatible with OpenRAN; allowing organisations to combine
‘off-the-shelf’ hardware components with software programs to create their own
private 5G solutions. Like Bullitt’s CatQ10 hotspot, Juniper Research anticipates that 5. Chipset Competition to Increase in 2022, as MediaTek Targets New
HTC’s Reign Core will benefit industrial customers operating in geographies where Segments
operator-led 5G coverage is unobtainable or the cost of using public networks
provides less return on investment. Traditionally, Qualcomm and MediaTek have been regarded as the most significant
players in the Android chipset market. Based in the US, Qualcomm is a multinational
In addition to their extended coverage, organisations may also wish to implement provider of wireless telecommunications products.
private networks due to the technology’s enhanced security. By using private
networks, data transfer becomes much less risky and, therefore, these networks are Juniper Research believes that MediaTek’s impressive growth in revenue from
ideal for the storage and processing of sensitive data. If security is a priority, 2020-2021 was caused by the trade restrictions imposed on Huawei by the US
enterprises may wish to implement eSIM connectivity in addition to the use of government over security concerns. As a result of these US constraints, the
private networks. operations of HiSilicon Technologies – a Chinese-based semiconductor manufacturer
that operates as a wholly owned subsidiary of Huawei – were significantly disrupted.
Value-added services can be integrated within the eSIM itself via applets, which are
enabled through the eSIM’s support of Java applications, USIM toolkit functions and This presented MediaTek with the perfect opportunity to increase their market share,
GlobalPlatform features. These value-added services can be used by operators to with smartphone manufacturers such as Xiaomi, Oppo and Vivo now looking to
address key customer concerns, such as connectivity strength and security. For alternative vendors for the provision of Android chipsets.
example, value-added services can be used to address the issue of device security.
DISRUPTION IN TELCO IN 2022 5 KEY TAKEAWAYS FROM MWC 22 10

At MWC 2022, both Qualcomm and MediaTek announced the release of new chipset As restrictions imposed by the COVID-19 pandemic are lifted, and the hospitality and
hardware that provide 5G connectivity. Qualcomm announced the launch of its entertainment industries begin their recovery, the ability for smartphone devices to
Snapdragon X65 and X62 Modem-RF systems, which are geared towards supporting offer high-speed connectivity in high-density environments will prove increasingly
remote and hybrid working through the provision of ‘always on’ connected PCs. In important to consumers. Notably, these chipset announcements at MWC have been
comparison, MediaTek announced two new premium chipsets for 5G mobile devices: accompanied by the launch of 5G-enabled smartphones by a number of Android
the Dimensity 8000 and Dimensity 8100. manufacturers, including TCL, Xiaomi, Honor, OnePlus and ZTE.

Figure 7: MediaTek at Mobile World Congress 2022 Whilst the majority of flagship, higher-end Android devices offer 5G connectivity, the
aforementioned devices are targeted at the mid-range of the market. Juniper
Research believes that this investment amidst hardware manufacturers has emerged
in response to operators ramping up their roll-outs of 5G SA (standalone) roll-outs,
with vendors now able to achieve a return on investment through 5G-enabled
devices. Moreover, these launches appear to signify the chip shortage that plagued
smartphone manufacturers during the COVID-19 pandemic, which was triggered by
an increased demand for connected consumer devices, is coming to an end. In
addition, Juniper Research notes that a number of manufacturers, including Lenovo
and TCL, have announced the launch of 5G-enabled laptops and tablets respectively.
Lenovo, for example, launched its ThinkPad X13s laptop, which harnesses
Qualcomm’s Snapdragon 8cx Gen 3 compute platform to deliver mmWave 5G
connectivity.

Whilst the majority of flagship smartphones offer 5G connectivity, the number of


laptop and PC vendors offering a 5G-enabled device is comparatively smaller. As 5G
Source: Future via TechRadar
connectivity increases, and the roll-out of private 5G networks in industrial and
MediaTek’s launch of the 8000 series completes the vendor’s chipset offering; enterprise settings becomes more widespread, Juniper Research anticipates that
covering low-tier to high-tier smartphones. The announcement of the 8000 series there will be a growing consumer demand for devices that support 5G connectivity.
appears to fill a performance gap left between the Dimensity 9000 and Dimensity Qualcomm’s X65 and X62 chipsets, for example, are designed to support 5G-enabled
1300 chipsets, with the former launched at the end of 2021 for flagship devices at the laptops, desktops, extended reality devices and handheld gaming consoles.
top end of the market.
Related research:
Unlike Qualcomm’s Snapdragon hardware, MediaTek’s mobile chipsets do not
support 5G mmWave, which offers higher speeds over short distances than sub6GHz
5G. This functionality will prove most useful in environments that must support a Industrial IoT: Future Market Outlook, Technology Analysis & Key
high-density of 5G-enabled consumer devices, including events and stadium Players 2020-2025
connectivity.
DISRUPTION IN TELCO 2022 5 KEY TAKEAWAYS FROM MWC 22 1

Engage with the Analyst

About Juniper Research

Juniper Research was founded in 2001 by the industry consultant Tony Crabtree, in
the midst of the telecoms and dot-com crash. The business was fully incorporated in
February 2002, and has since grown to become one of the leading analyst firms in
the mobile and digital tech sector. Scarlett Woodford, Senior Analyst

Juniper Research specialises in identifying and appraising new high-growth market


sectors within the digital ecosystem. Market sizing and forecasting are the
For more information on this whitepaper, or Juniper Research’s views on
cornerstones of our offering, together with competitive analysis, strategic
these announcements, please contact:
assessment and business modelling.
[email protected]
We endeavour to provide independent and impartial analysis of both current and
emerging opportunities via a team of dedicated specialists – all knowledgeable,
experienced and experts in their field.
Scarlett is a Senior Analyst at Juniper Research, who tracks the latest
Our clients range from mobile operators through to content providers, vendors and developments in the telecommunications and digital content markets.
financial institutions. Juniper Research's client base spans the globe, with the
majority of our clients based in North America, Western Europe and the Far East. Her recent research reports include Digital Adult Content Monetisation, 5G
Roaming Strategies and Mobile Messaging, with her work attracting
Contact: For more information contact [email protected] coverage from major media outlets, including AFP (Agence France-Presse),
The Daily Mail and The Telegraph.
Juniper Research Ltd, 9 Cedarwood, Chineham Park, Basingstoke, Hampshire, RG24
8WD UK Scarlett holds a BSc (Hons) in Psychology from the University of Surrey and
has previous experience across the automotive and financial services
Tel: UK: +44 (0)1256 830002 USA: +1 408 716 5483 (International answering service)
industries. Prior to joining Juniper Research, Scarlett worked as an account
http://www.juniperresearch.com coordinator for a major European asset finance provider.

For more information on Juniper Research reports, please visit our


website, http://www.juniperresearch.com

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