1、February 2023Technology,Media&Telecommunications PracticeNavigating the three horizons of 5G business buildingAs 5G technology transforms industries,telcos ability to maximize the opportunity will depend on transforming themselves from network providers to outcome providers with a new approach to mo
2、netization.by Shamik Bandyopadhyay,Pallav Jain,Jeremy Leing,and Stefan PrisacaruTelcos clearly are excitedif levels of investment are a reliable gauge of enthusiasmabout the future that fifth-generation(5G)mobile networks will bring.And with good reason:5Gs faster speeds,lower latency,and higher ban
3、dwidth have the potential not only to delight customers with seamless video streaming and lag-free video games but also to enable next-generation tools and platforms that draw on artificial intelligence,the Internet of Things,edge computing,and automation to transform how we live and work.Enthusiasm
4、 alone,however,will not allow telcos to recoup their investments in 5G,let alone thrive in a rapidly evolving landscape.If telcos continue their current approach to 5G monetization,they are poised to regain just a fraction of the$600billion-plus they are expected to invest in 5G infrastructure betwe
5、en 2022 and 2025(Exhibit1).In the United States alone,telcos spent roughly$100 billion to purchase 5G spectrum at auction in 2021.1 Despite these substantial infrastructure investments,the adoption and monetization of 5G are still in their infancy.Exhibit 1AsiaPacifc230Total=650North America200Latin
6、 America45Middle East andNorth Africa30Commonwealth ofIndependent States 15Sub-Saharan Africa15Europe115Web Exhibit of Estimated global 5Gcapital expenditures,by region,202225,$billionSource:GSMA Intelligence;OmdiaMobile operators are expected to invest more than$600 billion in their 5G networks bet