5G消息推动生态系统创新（英文）

Brought to you by Informa Tech Information Classification: General Publication date: 15 December 2020 Author: Pamela Clark-Dickson 5G Messaging Poised to Deliver Ecosystem Innovation 5G Messaging Poised to Deliver Ecosystem Innovation 01 © 2020 Omdia. All rights reserved. Unauthorized reproduction prohibited. Contents Summary 2 Introducing 5G messaging 5 The business case for 5G messaging 13 The 5G messaging platform 16 5G messaging in action: China Mobile 17 Appendix 19 5G Messaging Poised to Deliver Ecosystem Innovation 02 © 2020 Omdia. All rights reserved. Unauthorized reproduction prohibited. Summary In brief 5G has the potential to usher in a new age of telco communications. With 5G messaging, telcos have an opportunity to blend legacy messaging services with innovative business models and refreshed service delivery platforms. Even though messaging apps are popular and have eaten into telcos’ SMS traffic and revenues, SMS has remained resilient and must be supported in 5G, both to deliver continuity for consumer and enterprise messaging and for the Internet of Things (IoT). 5G messaging provides telcos the opportunity to bring SMS into the 5G era. Meanwhile, 5G rich messaging is positioned as a more compelling communications channel than SMS for consumers and brands, enabling richer interactions including rich messaging, rich cards and carousels, chatbots, and payments. Finally, IoT traffic and revenues are forecast to grow to 2025 and messaging will continue to play a key role in enabling connectivity between things and between things and people. Realizing the full potential of 5G messaging will require a strong ecosystem with committed partners across the value chain. Omdia view Telco messaging may not be as compelling a 5G consumer service as cloud gaming or augmented reality/virtual reality (AR/VR), but SMS will be a key consumer service for some years to come, and telcos will need to support it in 5G. Part of SMS’ ongoing appeal to consumers, and perhaps more importantly to enterprises, is its universal availability across devices and networks (now including 5G devices and networks), its reliability, and its relatively low cost as a communications channel. Telcos will also need to continue to support SMS in 5G because application-to-person (A2P) SMS is set to remain a high-value service for telcos, generating $103 billion in revenues by 2025. But 5G messaging is not just about SMS – it’s also about rich messaging, which is realized in the GSM Association’s Rich Communications Service (RCS) Universal Profile (UP) 2.5. Rich messaging does have its challenges – notably, achieving reach and interconnectivity. It has been around since 2008 and still has less than 100 telco deployments, few of which are interconnected. There’s no guarantee that 5G will change this, even though some of the world’s largest telcos and telco groups that have launched 5G – including Vodafone, Orange, Deutsche Telekom (which inc