통신 시장(-2035년) : 시나리오에 따른 분석

Actionable Benefits:

• Understand what is coming in the telco domain and plan ahead.
• Identify key shifts in the industry, including technical, commercial, and geopolitical implications.
• Learn from the current market direction and identify what telcos, vendors, hyperscalers, and integrators need to do to survive and thrive.

Critical Questions Answered:

• What will likely happen in the market until 2035?
• Will 5G, 5G-Advanced and 6G succeed, or will the market remain stationary?
• Will hyperscalers continue to dominate the market, or will telcos compete?

Research Highlights:

• Telcos will need to fight for survival, as their consumer service revenue stagnates.
• Telco to techco initiatives will require heavy investment, risk, and effort to succeed.
• Telecoms infrastructure vendors will likely become much leaner to adapt to the challenging market environment.

Who Should Read This?

• Telco decision makers and executives designing long-term strategies.
• Infrastructure vendors that are currently identifying short-term revenue opportunities, as well as long-term viable business models.
• Hyperscaler and systems integrator executives that aim to understand the telco vertical better and identify which areas they should address.

Table of Contents

Introduction

Optimistic Scenario: A New Hope

Neutral Scenario: Lethargic Market

Pessimistic Scenario: Telco Commoditized

Most Likely Scenario: Neutral with Some Pessimism

• Telco Outlook
• Vendor Outlook
• MSP/SI Outlook
• Hyperscaler Outlook
• Satellite Outlook