During Q2 2021, the global subscriber base grew 27% with China accounting for roughly 71% of the global subscriber base. From the start, we have been saying that Korea will lead in % penetration, China in total subscribers, and US will lead in revenue. All three have now come true. No major market will be able to catch any of the three leaders in their respective dimensions. US, China, and South Korea are the top three nations to pass the $1 Billion/quarter mark in 5G revenues. China Mobile has the greatest number of 5G global subs. Korea predictably leads in subscriber penetration became the first nation to cross the 25% penetration threshold. It is also the first country to have 5G contribute to over 50% of its mobile data traffic. US operators have been expanding their networks to get the 5G icon working. Hundreds of 5G handsets are entering into the ecosystem. However, the real competition will be in the new billion-dollar revenue streams that get created. For ecosystem players who seek to develop a platform based on 5G, the work is just starting.
Global 5G Update provides strategic insights and a snapshot of the salient points on 5G progress in Q2 2021:
- 5G in Q2 2021
- Overview
- Summary
- 5G Race
- Subs and Penetration
- 5G Data Consumption
- Does 5G Increase ARPU?
- 5G Revenue
- 5G Progress
- China
- Korea
- Japan
- US
- Rest of the World
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