RESEARCH PAPER: The Full Impact Of 5G On IT Industry Hardware Spending

By Anshel Sag, Patrick Moorhead - February 22, 2018

There are many reasons the IT industry is heavily investing in 5G. The most obvious is that 5G is a major shift in the way wireless cellular technologies work that represents a quantum leap from 4G Long Term Evolution (LTE). The deeper, non-technical reasons include the industry’s desire to deliver more services with improved capabilities and to do so at a broader scale, at a lower cost and to do it faster. The industry’s desire to fulfill these wishes come from an understanding that the world is becoming more connected and that there will need to be a common way to connect it from the end point to the datacenter and everything in-between. This new connected world will bring about a new paradigm in wireless with the implementation of 5G and the new technologies and capabilities that come along with it. The GSMA expects 5G connections to reach 1.1 billion, 12% of total mobile connections, by 2025. New 5G connections are expected to boost overall operator revenues to $1.3 trillion in 2025. You can download the paper here.

Executive Summary
Current Technology And Limitations
Call To Action
Figure 1: $326B Investment Attributable To 5G

Companies Cited

Chinese Ministry Of Industry and Information Technology (MIIT)
Deutsche Telekom
Ericsson
Huawei
Intel
NextVR
Nokia
SK Telecom
Samsung

Anshel Sag

VP & Principal Analyst | Website | + posts

Anshel Sag is Moor Insights & Strategy’s in-house millennial with over 15 years of experience in the IT industry. Anshel has had extensive experience working with consumers and enterprises while interfacing with both B2B and B2C relationships, gaining empathy and understanding of what users really want. Some of his earliest experience goes back as far as his childhood when he started PC gaming at the ripe of old age of 5 while building his first PC at 11 and learning his first programming languages at 13.

Patrick Moorhead

+ posts

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights) in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.