The 2019 study has 246 pages, 121 tables and figures. The leading vendors in the 5G market have invested in high-quality technology and processes to develop leading edge monitoring and digital triggering activation capability.  5G is the most disruptive force seen in centuries.  5G markets are going from $31 billion in 2020 to $11 trillion by 2026.  It has more far reaching effect than a stronger military, than technology, than anything.

5G markets encompass virtualization, cloud, edge, and functional splits. As 5G networks come on line in 2020, they require increasing sophistication from mobile operators. The challenge going forward in mobile network buildout is to bring together a growing number of LTE and 5G radio access technologies. A range of connectivity services are needed.  APIs are needed in each small cell to manage connectivity to a number of customer sensors that are implemented in different segments.

The 5G sales at $31.3 billion in 2020 are forecast to reach $11.2 trillion in 2026. Networks spending has been transformed from macro cell tower dominance to 80% of spending on infrastructure and equipment for 5G. 5G supports wireless communications across short distances. All the indoor and outdoor places need to increase wireless coverage, providing significant market growth for 5G.

The digital economy, self-driving cars, drones, smart traffic lights, and smart connectivity of sensor enabled edge devices need more wireless coverage. According to Susan Eustis, leader of the team that prepared the research, “5G suppliers have a focus on broadband improvement. Power and performance are being improved. 5G improves the transmission coverage and density.”

This 5G coverage is needed as IoT, the Internet of things and smart phone video increase transmission needs.

Companies Profiled

Market Leaders

• Intel
• Ericsson
• Huawei
• Nokia / Alcatel-Lucent
• NEC
• Qualcomm
• Samsung
• Fujitsu
• ip.access

Market Participants

• ADT Inc
• Advantech Co Ltd
• Alphabet / Google
• Amazon.com (AMZN)
• AMS ag
• Apple
• AT&T
• Baidu (BIDU)
• BlueShift Memory
• Broadcom
• Cisco
• Crown Castle (CCI)
• Cypress Semiconductor
• Dexcom Inc
• Ericsson
• Facebook (FB)
• Garmin ltd
• Huawei
• IBM
• IBM / Red Hat
• Intel
• Juniper Networks
• Kensaq.com
• Amazon
• Netflix
• Marvell Technology Group
• Mavenir
• Mellanox Technologies
• Micron
• Microsoft (MSFT)
• NeoPhotonics 400G CFP8 PAM
• Nokia
• Nvidia Speeds and Feed
• Qualcomm
• Qorvo
• Rackspace
• Rogers Communications
• Salesforce (CRM)
• Samsung
• Sensata Technology
• Silicon Laboratories
• Skyworks Solutions
• SoftBank
• Telus
• Tencent (TCEHY)
• Tesla
• Toyota and Panasonic
• Tsinghua
• Twilio
• Verizon
• Xilinx

Key Topics

• 5G
• Virtualization
• Sensor Visualization
• Camera Visualization
• Cloud
• Edge
• Functional splits.
• 5G Network Transformation
• LTE Small Cell
• 5G Sensors
• Network Densification
• Hybrid Ethernet Based DAS
• DAS
• In Building Wireless
• Broadband Traffic
• In Air Interface Solutions
• Outdoor and Stadium Deployments
• Heterogeneous Network
• Hung On Aerial Coax, Fiber, Or Electricity Cables
• Distributed business
• Enterprise
• End-To-End Integrated 5G
• Metro Cell Solution Signal Transmission
• ADRF Positioning
• Bandwidth Allocation
• Across enterprise boundaries

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