

Ericsson, MWC and 5G monetisation
Mar 13, 2023
Discussions on challenges in 5G monetization, slow progress in deployment, transitioning to cloud-native core, balancing competition in European telecoms, market dynamics in Latin America, AR/VR applications, AI in network management, shift to AI hype, and insights on OpenRAN technology
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5G Monetization Lags Due to Incomplete Infrastructure
- 5G monetization is slow because much of the standalone 5G infrastructure isn't fully built yet.
- Full 5G requires standalone infrastructure where the 4G connection is cut, enabling service differentiation.
5G Rollout Pace vs. Coverage Reality
- 5G rollout is faster than 4G in terms of subscriber adoption and equipment deployment.
- However, less than 25% of the European population has 5G mid-band coverage, compared to 80% in the US and 90% in South Korea.
5G: A Build It and They Will Come Approach?
- Operators are unsure about 5G's return on investment, making it a "build it and they will come" scenario, unlike 4G's clearer monetization path.
- One potential solution lies in exposing and monetizing network capabilities like guaranteed latency for services like cloud gaming or professional video calls.