2022-06-23-科尔尼-Time_is_tight_for_telcos_on_5G_strategies—even_as_the_European_rollout_lags_8页_804kb

报告摘要

5G Readiness Index Summary: Europe's Challenges and Opportunities

Core Content

Kearney's 2022 5G Readiness Index highlights that European telcos are lagging behind the United States and other global markets in preparing for a full-scale 5G rollout. The report emphasizes the urgency for European operators to develop robust 5G strategies to capitalize on the technology's potential.

Key Factors for 5G Readiness

A country's 5G readiness is evaluated based on three main factors:

Spectrum Availability: Whether 5G is available in all three bands (low, mid, and high/mmWave).
Deployment: The number of operators with launched 5G services in each band class and the presence of standalone 5G cores.
Commercialization: The steps taken by operators to capture a share of the 5G market through innovative services.

2022 Index Highlights

United States leads in 5G readiness, with spectrum available in all three bands and operators leveraging standalone 5G cores for new services.
Asia leads with seven countries having at least one operator with a standalone 5G core, while Europe has only Finland and Germany reaching this milestone.
Singapore and China are the only countries where all operators have launched standalone 5G cores, indicating a more comprehensive market transformation.
Only 10 countries have made high band spectrum available, with services in this band launched in the U.S., Australia, South Korea, Thailand, and Japan.
No European countries have launched full commercial services in high band spectrum, although some have initiated limited mmWave services.

Regional Performance

Nordic countries are making progress, but Sweden is behind due to the lack of mmWave spectrum availability until 2025.
Germany has moved to the forefront of the EU4 (France, Germany, Italy, Spain) plus the UK, due to multi-band 5G deployment.
France lags due to a late 5G launch (November 2020) and low customer interest.
The Middle East (Saudi Arabia, UAE, Qatar) shows strong performance with high 5G penetration and a growing ecosystem.
Australia leads in Europe with 18% 5G penetration, the second highest globally, and has a strong commercialization strategy.

Monetization and Ecosystem Development

5G lacks compelling use cases to drive adoption, making monetization a challenge.
Telcos must execute a rapid technology transition to 5G, with a focus on standalone cores to unlock innovation.
Monetization should be incremental, starting with basic pricing and building toward dynamic pricing models and ecosystem development.
The report suggests a B2B2X model, where telcos act as platforms to expose network capabilities to third-party developers, enabling new services and revenue streams.

Strategic Recommendations

To win with 5G, European telcos must:

Accelerate deployment of standalone 5G cores to enable new services.
Promote network capabilities to partners and developers to foster innovation.
Develop a step-by-step monetization strategy, balancing initial pricing with long-term ecosystem growth.
Invest in dynamic pricing and performance-based tiering to differentiate offerings and enhance customer value.

Conclusion

While Europe is still behind in 5G readiness, it is not too late to catch up. Telcos must act decisively, aligning with the evolving market and leveraging 5G's capabilities to drive growth and innovation. The report underscores the importance of proactive strategy and ecosystem building in the race to 5G leadership.