Strategy Note /

China's 5G story

  • The absolute dominance of smartphones, which shaped the 4G era, will be challenged by various IoT-type devices

  • The technology layer will present at least USD 947 billion of 5G-related investment in China over the next five years

  • Expect the local base station optical module to add extra USD 8 billion to the total value of 5G ecosystem in 2020-2025

Ivan Platonov
Ivan Platonov

Research Manager

17 June 2021
Published by