5G: Market Strategies and Forecasts, Worldwide, 2020-2026

Table of Contents
1. 5G Market Description and Market Dynamics 21
1.1 5G Market Description 21
1.2 5G Total Cost of Ownership (TCO) 25
1.3 5G Wireless Connectivity Opens Trillion Dollar Markets: 26

2. 5G Market Leaders and Forecasts 27
2.1 5G Market Driving Forces 27
2.2 5G Market Shares and Market Leaders 31
2.2.1 5G Ethernet Infrastructure 33
2.2.2 Data Center Storage Market Shares, Dollars, Worldwide 34
2.2.3 Microsoft Market Presence 36
2.2.4 Mega Data Center Orchestration Software 37
2.2.5 Data-Center Component Suppliers
2.2.6 Scaling Up as a Basic Function of The Mega Data Center Network 41
2.2.7 Data Center Fabric Scalability 42
2.2.8 Mobile Telecom Companies 42
2.2.9 Ericsson 5G Network Transformation 42
2.2.10 Samsung Active in 5G 43
2.2.11 Huawei Active in 5G 44
2.2.12 5G Modems: Qualcomm 45
2.2.13 Intel 5G End to End Solutions 45
2.2.14 5G Wearable Technology 46
2.3 5 G Market Forecasts 46
2.3.1 5G Tablets, Apps, and Smart Phones 49
2.4 5G Market Segments 51
2.4.1 Carrier Investment in 5G 55
2.4.2 5G Telecommunications Carrier Segment, Market Forecast 58
2.4.3 5G Healthcare 59
2.4.4 Electric Cars Market Shares 62
2.4.5 Self-Driving Cars / Automotive 5G 64
2.4.6 Self-Driving Cars, Light Trucks, SUVs 67
2.4.7 Self-Driving Car and Light Truck Market Shares 70
2.4.8 5G Electric Cars with Autonomous Features Segment 72
2.4.9 5G Smart Cities / Smart Homes Segment 73
2.4.10 5G Service Robots Segment 76
2.4.11 5G Drones Segment 78
2.4.12 5G Supply Chain Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026
5G Transactions Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 85
2.4.14 5G Finance Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 88
2.4.15 5G Agricultural Robots Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 91
2.4.16 5G Precision Agriculture Segment 93
2.4.17 5G Industrial Robots Segment 96
2.4.18 5G Automated Delivery Services Segment 99
2.4.19 5G Wearable Technology 101
2.4.20 5G Machine Learning 101
2.4.21 5G Edge Computing 102
2.4.22 5G IoT 102
2.4.23 Small Cells Definition 103
2.4.24 Small Cell Market Shares 104
2.4.25 Small Cell Market Forecasts 106
2.5 5G Prices 108
2.6 5G Regional Analysis 111
2.6.1 China 113
2.6.2 Intel Tech Upgrade Leveraging Investment in China 113

3 5G Market Analysis 115
3.1 5G Cloud Model for Consuming and Delivering Business and IT Services 115
3.1.1 Nvidia / Mellanox 116
3.1.2 Mega Datacenters: Amazon, Google, Microsoft, Facebook 119
3.1.3 Cloud 2.0 Mega Data Center Fabric Implementation
Fabric and Node are Core Structures Leveraging Software Orchestration 121
3.2 High-Performance Switches Implement Software Defined Data Center 122
3.2.1 Scalable Infrastructure Data Management Component Application Segments 123
3.2.2 Internet Has Grown by a Factor of 100 Over the Past 10 Years 125
3.3 Scale in the Mega Data Center, Amazon, Google, Microsoft, Facebook 126
3.3.1 Aim to Realign IT Cost Structure 127
3.3.2 Scale Matters 128
3.3.3 Facebook Mega Datacenter Physical Infrastructure 129
3.3.4 Facebook Automation of Mega Data Center Process 130
3.3.5 Facebook Altoona Data Center Networking Fabric 131
3.3.6 Facebook Altoona Cloud Mega Data Center 132
3.3.7 Facebook Altoona Data Center Innovative Networking Fabric Depends on Scale 133
3.3.8 Facebook Fabric Operates Inside the Data Center 134
3.3.9 Facebook Fabric 135
3.3.10 Exchange of Data Between Servers Represents A Complex Automation of Process 136
3.4 Applications Customized for Each User 137
3.5 Facebook Machine-To-Machine Management of Traffic Growth 138
3.6 New Industrial Revolution 140
3.6.1 New Industrial Revolution Market Driving Forces 142
3.7 5G Product User Description 143

4 5G Research and Technology 144
4.1 5G Technology
4.1.1 5G Cloud Native Deployment 145
4.1.2 5G Core with SBA 146
4.2 Cloud Native 5G and Microservices: 146
4.2.1 5G IoT 147
4.2.2 Edge-Computing Algorithms 148
4.2.3 Wireless Spectrum 150
4.2.4 Microservices 152
4.2.5 Microservices Features 153

5 5G Company Profiles 154
5.1 ADT Inc 154
5.2 Advantech Co Ltd 154
5.3 Alphabet / Google 156
5.4 Amazon.com (AMZN) 156
5.4.1 Amazon Mega Data Center Scaling 157
5.4.2 Amazon Mega Data Center Automatic Rules and Push-Button Actions 158
5.4.3 AWS Datacenter Bandwidth 159
5.4.4 Amazon (AWS) Regional Data Center 160
5.4.5 Map of Amazon Web Service Global Infrastructure 161
5.4.6 Rows of Servers Inside an Amazon (AWS) Data Center 162
5.4.7 Realigning Data Center Cost Structures 163
5.4.8 Amazon IT Relies on Replacing Virtual Machine: VM Virtualization 164
5.5 AMS ag 165
5.6 Apple 165
5.7 AT&T 166
5.8 Baidu (BIDU)
5.9 BlueShift Memory 167
5.9.1 BlueShift Memory Data Handler API 168
5.10 Broadcom 168
5.10.1 Broadcom Revenue 169
5.10.2 Broadcom / Brocade Communications Systems 170
5.10.3 Broadcom 400 Gigabit Ethernet Transceiver 171
5.10.4 40G, 100GBPS Transceiver Shipments Evolving: 172
5.11 Cisco 173
5.12 Crown Castle (CCI) 175
5.13 Cypress Semiconductor 176
5.14 Dexcom Inc 178
5.15 Ericsson 178
5.15.1 Ericsson 5G Core Networks 180
5.16 Facebook (FB) 181
5.16.1 Facebook Fabric Next-Generation Data Center Network Design: Pod Unit of Network 181
5.16.2 Facebook Mega Data Center Server Pods 183
5.17 Garmin ltd 184
5.18 Huawei 184
5.19 IBM 187
5.19.1 IBM Buys Red Hat 189
5.19.2 IoT Depends on Micro-Electro Mechanical Sensors (MEMs) Sensors Market Shares 191
5.20 Intel 192
5.21 Juniper Networks 193
5.21.1 Juniper MX Series Routers
5.22 Kensaq.com 195
5.22.1 Amazon 195
5.22.2 Netflix 196
5.22.3 Netflix AI 196
5.23 Marvell Technology Group 197
5.24 Mavenir 197
5.24.1 Mavenir Power Of 5g Core 199
5.24.2 Mavenir Power Of 5g Core Functions 200
5.24.3 Mavenir Transition to Cloud Native 5g Core 201
5.24.4 Mavenir Architecting & Interconnecting 5GC Network Functions 202
5.27 Mellanox Technologies 208
5.27.1 Supercomputers Depend on Mellanox HPC Solutions 208
5.29 Micron 209
5.30 Microsoft (MSFT) 212
5.30.1 Microsoft Scaling Up as a Basic Function of The Mega Data Center Network 213
5.30.2 Microsoft Crafts Homegrown Linux For Azure Switches 215
5.30.3 Microsoft Azure Has Scale 216
5.31 NeoPhotonics 400G CFP8 PAM4 218
5.32 Nokia 219
5.33 Nvidia 220
5.33.1 Nvidia Speeds and Feeds 221
5.34 Qualcomm 221
5.35 Qorvo 224
5.36 Rackspace 224
5.37 Rogers Communications
5.38 Salesforce (CRM) 225
5.39 Samsung 225
5.40 Sensata Technology 227
5.41 Silicon Laboratories 228
5.42 Skyworks Solutions 230
5.43 Softbank 230
5.43.1 SoftBank CEO Masayoshi Son Sees 1 Trillion Devices for Internet of Things 232
5.44 Telus 232
5.45 Tencent (TCEHY) 233
5.46 Tesla 233
5.47 Toyota 234
5.47.1 Toyota Prius Prime 236
5.47.2 Toyota and Panasonic 237
5.48 Tsinghua 237
5.49 Twilio 238
5.50 Verizon 238
5.51 Xilinx 240
5.52 Lists of 5G companies

List of Figures

Figure 1. 5G Market Forecasts, Dollars, Worldwide, 2020-2026 19
Figure 2. Selected Company Investments in 5G Research 22
Figure 3. Selected Government Investments in 5G Research 22
Figure 4. Governments and Financial Services Companies Reasons for Investing in 5G Technologies 23
Figure 5. Companies Investing in 5G Technologies 23
Figure 6. Cost reduction opportunities brought by 5G include: 25
Figure 7. Evolving 5G Markets 27
Figure 8. 5G Market Driving Forces 28
Figure 9. 5G Cost Reduction Opportunities 29
Figure 10. 5G Cloud Operations Opportunities 30
Figure 11. 5G Ethernet Switch Market Leaders, Worldwide, First Three Quarters 2019 32
Figure 12. 5G Market Leaders, Network Transformation Provider Market Shares, First 3 Quarters 2019 33
Figure 13. Data Center Storage Market Shares, Dollars, Worldwide, First 3 Quarters 2019 35
Figure 14. Mega-Datacenter Cloud Advantages 37
Figure 15. Mega Data Center Orchestration Software Functions 37
Figure 16. 5G Data Center Component Supplier Revenue, Worldwide, First Three Quarters 2019 38
Figure 17. Using Fabric to Scale Capacity 41
Figure 18. Samsung Active in 5G Carrier Trials and Early Rollouts 43
Figure 19. 5G Market Forecasts, Dollars, Worldwide, 2020-2026 48
Figure 20. 5G Market Forecasts, Dollars, Worldwide, 2019-2025 49
Figure 21. Smart Phones, Tablets, and Apps Market Forecasts, Dollars, Worldwide, 2019-2025
Figure 22. 5G Segment Market Forecasts, Dollars, Worldwide, 2020-2026 52
Figure 23. Wireless Connectivity Transforms the World Opening New Trillion Dollar Markets: 54
Figure 24. US Carrier Market Advantage in 5G 56
Figure 25. Service Provider Challenges on the Path to 5G 57
Figure 26. 5G Carrier Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 58
Figure 27. 5G Surgical Robots / Healthcare Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 61
Figure 28. Personal Electric Automobile Market Shares, Dollars, Worldwide, 2018 63
Figure 29. Sensor and Computing Configurations for Cars Driving Themselves 66
Figure 30. Self-Driving Cars and Trucks Market Driving Forces 68
Figure 31. Autonomous Vehicle Safety Features Used in Self-Driving Cars 69
Figure 32. Self-Driving Cars and Light Trucks on the Road, Worldwide, 2016 Chart 71
Figure 33. 5G Electric Cars with Autonomous Features Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 72
Figure 34. 5G Smart Cities / Smart Homes Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 75
Figure 35. 5G Service Robots Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 77
Figure 36. Qualcomm Enables 5G for Drones 78
Figure 37. 5G Drones Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 80
Figure 38. Supply Chain Automation in a Warehouse 82
Figure 39. 5G Supply Chain Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 84
Figure 40. 5G Transactions Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026
Figure 41. 5G Finance Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 90
Figure 42. 5G Agricultural Robots Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 92
Figure 43. 5G Precision Agriculture Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 95
Figure 44. 5G Industrial Robots Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 97
Figure 45. 5G Automated Delivery Services Segment, Market and Market Forecast, Dollars and % Growth, Worldwide, 2020-2026 99
Figure 46. Small Cell Market Shares, Dollars, Worldwide, 2018 105
Figure 47. Small Cells Market Forecasts Dollars, Worldwide, 2019-2025 107
Figure 48. 5G, Regional Market Segments, 2019 111
Figure 49. 5G, Regional Market Segments, 2019 112
Figure 50. Chinese ICT Industry Prediction 113
Figure 51. Intel Tech Upgrade in China 114
Figure 52. Mellanox Mega Data Center Adapter Market Share, Q1 2019 116
Figure 53. Top 500 Interconnect Trends 118
Figure 54. Bandwidth Deployed in Carrier Networks 118
Figure 55. HPC and Machine Learning Share Same Interconnect Needs Mellanox Positioned to Capture Significant Share 123
Figure 56. Mellanox End Markets 124
Figure 57. Switch Wired Scalable Infrastructure Market Trends 125
Figure 58. Slow Growth Companies Do Not Have Data Center Scale 126
Figure 59. Mega Data Center Fabric Implementation 127
Figure 60. Facebook Schematic Fabric-Optimized Datacenter Physical Topology 129
Figure 61. Facebook Automation of Mega Data Center Process 130
Figure 62. Facebook Altoona Positioning of Global Infrastructure
Figure 63. FaceBook Equal Performance Paths Between Servers 132
Figure 64. FaceBook Data Center Fabric Depends on Scale 133
Figure 65. Facebook Fabric Operates Inside the Data Center, Fabric Is the Whole Data Center 134
Figure 66. Fabric Switches and Top of Rack Switches, Facebook Took a Disaggregated Approach 135
Figure 67. Exchange of Data Between Servers Represents A Complex Automation of Process 136
Figure 68. Samsung Galaxy J3 137
Figure 69. Facebook Back-End Service Tiers and Applications Account for Machine-To-Machine Traffic Growth 138
Figure 70. New Industrial Revolution 140
Figure 71. New Industrial Revolution Market Driving Forces 142
Figure 72. Technology Trends That Will Redefine All Industries 144
Figure 73. Dual Mode 5G Core 145
Figure 74. Cloud Native Microservices Implementation CSP Benefits 146
Figure 75. 5G Core Resources for Telecom Companies 150
Figure 76. Microservices: Suite of Independently Deployable Service Modules with a Unique Process and Well-Defined, Lightweight Communication Portal: Mechanism to Serve A Business Goal 153
Figure 77. Advantech: Key Data for Automotive IoT, Worldwide, 2027 155
Figure 78. AWS Network Latency and Variability 159
Figure 79. Amazon (AWS) Regional Data Center 160
Figure 80. A Map of Amazon Web Service Global Infrastructure 161
Figure 81. Rows of Servers Inside an Amazon (AWS) Data Center 162
Figure 82. Orchestration Software Decreases Data Center Cost Structure 163
Figure 83. Files Bundled into a Container 164
Figure 84. Brocade Competitive Positioning 170
Figure 85. Broadcom 40 Gigabit Ethernet Optical Transceiver
Figure 86. 40G, 100GBPS Transceiver Target Markets 173
Figure 87. Cisco 5G Positioning 174
Figure 88. 5G Architecture Topics 174
Figure 89. Cypress Semiconductor Memory 176
Figure 90. Cypress Semiconductor Solutions 177
Figure 91. Cypress Semiconductor Products 177
Figure 92. Ericsson's 5G Platform Functions: 179
Figure 93. Ericsson 5G Core Network Functions 180
Figure 94. Facebook Fabric: Pod Unit of Network 182
Figure 95. Server Pods Permit an Architecture Able to Implement Uniform High-Performance Connectivity 183
Figure 96. Intel Metrics 192
Figure 97. Mavenir 5G Target Markets Based on Ability to Scale 198
Figure 98. Mavenir 5G Core Technology Features 198
Figure 99. Mavenir 5G Core Technology Functions 199
Figure 100. Mavenir Power Of 5g Core Functions 200
Figure 101. Mavenir Transition to Cloud Native 5g Core 202
Figure 102. 3GPP Standards Mavenir’s Cloud-Native 5g Core Services Supports203
Figure 103. Mavenir Automated Ai / Ml Monitoring & Alerts 204
Figure 104. Mavenir Benefits of Network Artificial Intelligence 205
Figure 105. Mavenir Drives the 5G Core Platform 206
Figure 106. Mavenir Metrics 207
Figure 107. Micron Facility Headquarters 210
Figure 108. Micron Technology Facility 211
Figure 109. Using Fabric to Scale Capacity 214
Figure 110. Microsoft-Azure-Stack-Block-Diagram 216
Figure 111. NeoPhotonics 400G CFP8 PAM4
Figure 112. Neophotonics 400g CFP8 PAM4 Features 218
Figure 113. Nokia 5G Use Cases: 219
Figure 114. Nvidia WP Content 220
Figure 115. Qualcomm Revenue 222
Figure 116. Qualcomm Segment Revenue 223
Figure 117. Softbank ARM Bringing AI to Mobil Devices 231
Figure 118. Toyota EV 235
Figure 119. Toyota Prius Prime EV Specifications 236
Figure 120. Toyota Prius Prime Hybrid Models 236
Figure 121. Leading AI Companies