5G, China's Story

5G, China's Story

5G, China's Story

Technology Author: Ivan Platonov Aug 31, 2020 10:44 PM (GMT+8)

ContributorsYingwei Fu, Beier Kan, Dixuan Lu, Qing Lan, Hang Yang, Zhu Peng

EditorLuke Sheehan


CopyrightEqualOcean Intelligence

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In this report, EqualOcean discusses the business implications of the looming wireless upgrade, estimating the value created by 5G throughout the entire technology stack and bringing up China's most important enterprises in the emerging segment. The possible effect of 5G on industries from semiconductors to consumer electronics is projected, with an investment guide into the key areas of the burgeoning ecosystem.


  • The technology layer will present at least USD 947 billion of 5G-related investment opportunities in China over the next five years
  • The absolute dominance of smartphones, which shaped the 4G era, will be challenged by various IoT-type devices
  • We expect the local base station optical module market to add an extra USD 8 billion to the total value of the 5G ecosystem in 2020-2025
  • The nationwide demand for data storage capacities is projected to grow tenfold by 2025, creating over USD 126 billion of value in the data center field
  • The Chinese semiconductor industry, including contract manufacturers and OSAT companies, will add more than USD 231 billion to the value pool


  • 1 Introduction
  • 2 Executive summary
  • 3 China's 5G business ecosystem
  • 4 'Explain 5G as if I were 5'
  • 5 Instant winners: the technology layer overview
  • 6 Application layer stars: an investment handbook

In this report


in the technology and the application layers to win big from the 5G rollout in China

market projections

across a number of areas from semiconductors to terminal devices

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