Trend forecast for 2022, reason why 5G smartphones decreased by 15 million units: 5G
Metaverse, which appeared with noise, will not be a 5G killer application, but will bring AR services and VR services to the public market.The excitement of metavers has continued in 2022, and the various visions of social, games, entertainment, and commerce may attract attention.
Analysts believe that the major problem for telecommunications carriers is how much AR and mobility will play, and that it is not a vision that emphasizes VR presented by Meta Platforms (formerly Facebook).Some businesses believe that META's vision will play a role in promoting.However, it will be necessary to limit business opportunities with a potential partner in the game field.
The number of connections of 5G in 2022 will be peak.The lack of chipset spures it.According to Analysys Mason, telecommunications operators continue to expand their 5G reception area and launch more networks.However, the number of subscribers is greatly affected by the pace of a 5G smartphone for general consumers.If the number of 5G smartphones is reduced in the second half of 2021 and the first half of 2022, the 5G smartphone used in 2022 is expected to decrease by 150 million units.
Analysys Mason sees Analysys Mason when a fixed broadband business starts a connected home service based on a home Wi-Fi connection, with the continued hybrid working style in 2022.Analysts point out that telecommunications carriers' smart home automation services and smart speaker services are struggling in competition with major technology companies.Connected home is a promising field for telecommunications carriers.
Companies that pioneer in the “CPE: Customer Premises Equipment), such as COMCAST, have indicated that this field is a business opportunity for telecommunications businesses.Analysts predict that communication operators will launch added value services such as connected home cyber security and Wi-Fi motion detection, aiming to increase the number of subscriber and increase ARPU (average sales per person).