IHS Markit+OMDIA-后疫情时代5G经济报告（英文）

The 5G Economy in a Post-COVID-19 Era The role of 5G in a post-pandemic world economy November 2020 Prepared for Qualcomm Technologies, Inc. in partnership with Omdia IHS Markit | The 5G Economy in a Post-COVID-19 Era: The role of 5G in a post-pandemic world economy © 2020 IHS Markit. All rights reserved. 2 November 2020 Contents Executive summary 3 Economic impacts of 5G in a post-COVID-19 world 3 − Value chain 3 − Sales enablement 4 − Contribution to global GDP 6 Introduction 7 − Organization of report 7 − Historical context for 5G 8 − The promise of 5G 8 5G in the time of COVID-19 11 − Work from home 13 − Distance learning 15 − Tele-health/medicine 15 − Online retail and e-Commerce 16 Economic impacts of 5G in a post-COVID-19 world 17 − Economic contribution of 5G 17 − Establishing the 5G value chain 19 − 5G sales enablement 21 − Sustainable global economic growth 23 − Sustainability and societal impacts of 5G 24 Does 5G face any headwinds? 25 − Affordability 27 − Digital divide 27 Conclusion: 5G in a post-COVID-19 world 28 References 30 End notes 35 IHS Markit | The 5G Economy in a Post-COVID-19 Era: The role of 5G in a post-pandemic world economy © 2020 IHS Markit. All rights reserved. 3 November 2020 Executive summary The early days of 2020 were still heady times for 5G. Rarely had the world so enthusiastically awaited the arrival of a communications technology often described as “disruptive,” “transformational,” and a “general purpose technology.” As its early versions emerged—with much more expected to come over the next 10-15 years—pundits were espousing the ways 5G will change or materially influence almost every aspect of human activity. Global priorities underwent an unexpected reset starting in February 2020, as the SARS-CoV-2 virus (the virus that causes coronavirus disease 2019—COVID-19) began rapidly cascading from country to country. The world has witnessed catastrophic losses of lives and rates of infection—as of the writing of this report (November 2020), almost 1.3 million deaths from just under 53.0 million infections globally. The social and economic upheaval caused by COVID-19 has raised questions about 5G’s role in a post-pandemic world. Indeed, the isolation induced by efforts to contain COVID-19 has underscored the importance of communication technology in keeping social networks connected and economic systems resilient. IHS Markit expects the continual and deepening deployment of 5G (and the products, services, and experiences that will likely flow from it) to fundamentally support and enable the emergent requirements of the post-pandemic world for connectivity, flexibility, and resiliency. This will encourage on-going investments in 5G technology in the form of capital expenditures (CAPEX) and research and development (R&D) that will build a communications infrastructure to transform how industries deliver value on a local and global level. Various mobile network operators (MNOs) have already announced accele