5g: managing component-level risks to commercial success

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Brought to you by Informa Tech © 2020 Omdia A Webinar by Omdia 5G: Managing component-level risks to commercial success #5GBigBang

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Page 1: 5G: Managing component-level risks to commercial success

Brought to you by Informa Tech© 2020 Omdia

A Webinar by Omdia

5G: Managing component-level risks to commercial success

#5GBigBang

Page 2: 5G: Managing component-level risks to commercial success

© 2020 Omdia2

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Page 3: 5G: Managing component-level risks to commercial success

© 2020 Omdia3

Today’s speakers

Julian Watson

Principal Analyst, IoT

Omdia (formerly IHS Markit | Technology)

Scott Klettke

Director, Connectivity Business Development & Product Management

Murata

Allen Tatara

Senior Manager, Webinar Events (Moderator)

Omdia (formerly IHS Markit | Technology)

#5GBigBang

Page 4: 5G: Managing component-level risks to commercial success

© 2020 Omdia4

01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

Page 5: 5G: Managing component-level risks to commercial success

© 2020 Omdia5

5G’s momentum is building quickly

Networks ramping up

61 commercial 3GPP-compliant launches across 34 countries in 2019

• 49 mobile launches

• 34 FWA or home broadband services

348 operators across 119 countries investing in 5G (2019)

Device range expanding

January 2020: over 200 announced devices across 16 form factors by 78 vendors

60 devices commercially available, including 35 smartphones

Around two-thirds of the 200 announced devices support sub-6GHz; around 29% mmWave

Source: GSA

Launched networks

Launched networks –limited availability

Operators deploying 5G

Operators investing in 5G

5G Status - 2019

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© 2020 Omdia6

Today it’s an enhanced mobile broadband (eMBB) world, moving gradually to Massive IoT and uRLLC

Today’s commercial 5G networks, based on 5G NR (New Radio) Non-Standalone (NSA) are primarily targeted at consumer eMBB use cases like smartphone-based 4K video streaming, cloud gaming and FWA

5G Massive IoT will build on low power capabilities of LTE-based NB-IoT and LTE-M (from 3GPP Release 13); there are now over 90 NB-IoT commercial networks across 60+ networks and over 100 million subscribers (mostly in China)

uRLLC 5G will serve mission critical services (MCS) and applications that have largely not been served by previous generations of cellular due to stringent performance requirements (latency, availability, throughput)

M.2083-02

Gigabytes in a second

Smart home/building

Voice

Smart city

3D video, UHD screens

Work and play in the cloud

Augmented reality

Industry automation

Mission critical application

Self driving car

Massive machine type

communications

Ultra-reliable and low latency

communications

Enhanced mobile broadband

Future IMT

Page 7: 5G: Managing component-level risks to commercial success

© 2020 Omdia7

Industrial IoT,

Private network,

5G NR C-V2X

Integrated Access and Backhaul,

Unlicensed/shared spectrum,…

Continued eMBB evolution

Expanded ecosystem:

Private networks,

Indoor mmW for enterprises,

Boundless XR,…

Rel -17+

20182017 20202019 20222021

Rel -17+ evolutionRel-16Rel-15

Rel -16Commercialization

Rel -15CommercializationNR

Field trialsIoDTs

Standalone (SA)

eMBB deployments in both

mmWave and sub-6 GHz.New 5G NR technologies to evolve

and expand the 5G ecosystem

At the core of the 5G foundation, LTE will continue to evolve in parallel; it’s Long Term Evolution after all!

Non-Standalone (NSA)

Smartphone formfactor,

Connected laptops,

CPE fixed access

2023+

We are at Rel. 16, quickly moving to Rel.17

Page 8: 5G: Managing component-level risks to commercial success

© 2020 Omdia8

5G can address many verticals and applications

As with previous generations of cellular, 5G will start with the smartphone: in 2020 5G smartphone shipments will exceed 200 million – over 10% of handsets shipped (source: Omdia Smartphone Intelligence Design Database – Q4 2019)

5G - Massive IoT will come into play in 2020 and will particularly address asset management, smart cities, energy and utilities and consumer use cases

5G C-V2X will reach beyond automotive (light vehicles) into transportation and smart cities

5G uRLLC will see module and device shipments from 2023 with modest volumes: extensive industrial proof-of-concepts and trials will be needed

Global 5G connections by application

Page 9: 5G: Managing component-level risks to commercial success

© 2020 Omdia9

To realize 5G’s benefits, the ecosystem must address both technical and commercial challenges

Realizing the potential benefits of 5G means addressing both technical and commercial challenges.

Among the main technical challenges:

• Scalability

• Thermal management

• Miniaturization

• Long battery life for Massive IoT

• Low latency for MCS applications

Technical and commercial challenges are intrinsically related:

• Monetization of 5G Massive IoT will be about battery/device lifespan, not data volumes

• Monetization of 5G MCS will be based on meeting specific performance KPIs (availability, latency)

Page 10: 5G: Managing component-level risks to commercial success

© 2020 Omdia10

01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

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© 2020 Omdia11

5G challenges

Scalability Thermal

management

Miniaturization Extended

battery life

Low latency

Page 12: 5G: Managing component-level risks to commercial success

© 2020 Omdia12

Scalability

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© 2020 Omdia13

Scalability

For small installations

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Scalability

For large installations

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© 2020 Omdia15

• Macro

Scalability

• Pico • Micro

For everything between

• Femto

Page 16: 5G: Managing component-level risks to commercial success

© 2020 Omdia16

• Macro• Femto • Pico • Micro

• Macro

Scalability

• Pico • Micro$$

For commercial success

• Femto

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© 2020 Omdia17

Thermal management

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© 2020 Omdia18

Thermal management

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© 2020 Omdia19

Thermal management

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Thermal management

RF Modules

Processors

Battery

5G Handset

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© 2020 Omdia21

Thermal management

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Miniaturization

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Miniaturization

2G3G4G5G

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Miniaturization

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Extended battery life

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Extended battery life

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Extended battery life

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Low latency

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Low latency

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© 2020 Omdia30

Low latency

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© 2020 Omdia31

01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

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© 2020 Omdia32

Scalability

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© 2020 Omdia33

Scalability

4 X 4 Array 8 X 8 Array

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Thermal management

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© 2020 Omdia35

Thermal management

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© 2020 Omdia36

Thermal management

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© 2020 Omdia37

Thermal management[Cu plate][Vapor Chamber]

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© 2020 Omdia38

Thermal management

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© 2020 Omdia39

Miniaturization

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© 2020 Omdia40

Extended battery life

Low loss components Low power radios AI enabled devices Battery chemistry &

Energy harvesting

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© 2020 Omdia41

Low latency

Edge sensors/chips

Edge devices

Edge infrastructure

Cloud Slow

Fast

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© 2020 Omdia42

Low latency

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01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

Page 44: 5G: Managing component-level risks to commercial success

© 2020 Omdia44

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© 2020 Omdia45

Murata strategy

• Continued commitment to innovation that benefits society

• A focus on open innovation

• Investment in manufacturing capacity

Page 46: 5G: Managing component-level risks to commercial success

© 2020 Omdia46

01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

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© 2020 Omdia47

Conclusions

5G is gaining rapid momentum and could have a positive impact on multiple industries. But we are just in the early days of consumer-centric eMBB.

Reaching the required levels of performance requires navigating complexity at multiple levels: network design (scalability), device design and performance (thermal management, miniaturization), and application requirements (long battery life and low latency).

5G will be more complex and demanding than previous cellular generations: need for denser networks, guaranteed performance levels as oppose to “best effort” connectivity, diverse end-user requirements among many others.

Efforts around simplification and flexibility will provide clearer total cost of ownership (TCO) for both the 5G supply-side and demand-side and ultimately help 5G to scale. This will open up the potential for new business and monetization models.

Page 48: 5G: Managing component-level risks to commercial success

© 2020 Omdia48

01 Market trends

02 Problems and challenges

03 New options and solutions

04 Murata approach

05 Conclusions

06 Audience Q&A

#5GBigBang

Page 49: 5G: Managing component-level risks to commercial success

© 2020 Omdia49

Audience Q&A

Julian Watson Principal Analyst, IoT

Omdia (formerly IHS Markit | Technology)

[email protected]

Scott Klettke Director, Connectivity Business Development & Product Management

Murata

[email protected]

Allen TataraSenior Manager, Webinar Events (Moderator)

Omdia (formerly IHS Markit | Technology)

[email protected]

Page 50: 5G: Managing component-level risks to commercial success

Brought to you by Informa Tech

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