5G固定无线：新的剧本

March2021 The GSMA represents the interests of mobile operatorsworldwide, uniting more than 750 operators with nearly400 companies in the broader mobile ecosystem, includinghandset and device makers, software companies, equipmentproviders and internet companies, as well as organisationsin adjacent industry sectors. The GSMA also produces theindustry-leading MWC events held annually in Barcelona,Los Angeles and Shanghai, as well as the Mobile 360 Seriesof regional conferences. GSMA Intelligence is the definitive source of global mobileoperator data, analysis and forecasts, and publisher ofauthoritative industry reports and research. Our data coversevery operator group, network and MVNO in every countryworldwide – from Afghanistan to Zimbabwe. It is the mostaccurate and complete set of industry metrics available,comprising tens of millions of individual data points,updated daily. GSMA Intelligence is relied on by leading operators, vendors,regulators, financial institutions and third-party industryplayers, to support strategic decision-making and long-term investment planning. The data is used as an industryreference point and is frequently cited by the media and bythe industry itself. For more information, please visit the GSMA corporatewebsite at www.gsma.com Follow the GSMA on Twitter: @GSMA Our team of analysts and experts produce regular thought-leading research reports across a range of industry topics. www.gsmaintelligence.com info@gsmaintelligence.com PublishedMarch2021 Authors Tim Hatt, Head of ResearchPeter Jarich, Head of GSMA IntelligenceEmanuel Kolta, Senior AnalystJames Joiner, Analyst © 2021 – GSMA Intelligence. This research andmaterial has been prepared by GSMA Intelligence,with support fromHuawei. GSMA Intelligence is notliable for the accuracy of this material when used orrelied on by a third party. GSMA Intelligence acceptsno responsibility for errors in the informationsourced or provided nor the effect of any sucherrors on any analysis, suggestions orrecommendations. Table of Contents Executive summary...........................................................................................................3Context: why now?............................................................................................................5A longstanding butunderutilisedoption...............................................................................5A competitive and viable alternative to fibre.........................................................................6An opportunity to close the price and coverage gaps..........................................................7Strategic rationale.............................................................................................................9The 5G FWA revenue opportunity.......................................................................................9No one-size-fits-all approach.............................................................................................11Scenario 1: countries with low fixed broadband penetration (emerging markets).......................11Scenario 2: primary fixed strategy in high-income countries.......................................................12Scenario 3: complementary fixed strategy in high-income countries..........................................13Scenario 4: enterprise.................................................................................................................14Technology enablers.......................................................................................................15Innovations driving the success of FWA............................................................................153GPP standards..........................................................................................................................15Spectral efficiency gains.............................................................................................................16RF innovation..............................................................................................................................17Networkplanning and customer intelligence...............................................................................18CPE features and functions........................................................................................................19New spectrum.............................................................................................................................20Outlook and implications................................................................................................21 Executive summary One of the most interesting potential applications of 5G is in providing access to home broadband,through fixed wireless access (FWA). This hybrid approach combines aspects of traditional mobileand fixed-line delivery methods butis primarily marketed as a ‘home’ internet product. FWA offers the principal advantages of (ge