Strategy Note /
China

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

EqualOcean
17 June 2021
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