Tracking the 5G rollout through alternative data
Liyana Reza, Research Analyst (London)
INTRODUCTION
5G is forecasted to contribute $2.2tn to the global economy by 2034, opening up opportunities for various sectors:
- In telecommunications, global 5G mobile subscriptions are expected to reach 79bn by 2025
- In healthcare, telehealth market size is predicted to increase by 5% from 2017 to 2023 due to the emergence and rollout of 5G.
- In manufacturing, smart sensors enabled by 5G will further accelerate automated processes, and help unlock $740bn of value in 2030.
As different industries race to incorporate and leverage 5G, impacting various thematic investors, we discuss the alternative datasets available for readers hoping to monitor the 5G rollout. This Intelligence report specifically touches on how investors can track five key stages of the value chain: public/private investment in 5G, device and cloud enablement, and consumption of 5G by the average individual.