Concesiones de espectro: el estado de la cuestión

El espectro es la savia que alimenta los servicios móviles y el motor de la economía móvil. El panorama en materia de espectro es hoy en día más dinámico que nunca, porque el ecosistema debe enfrentarse a nuevos modelos de asignación y despliegue, a la competencia entre empresas por los recursos y a las nuevas demandas que se imponen a los recursos de espectro 2G y 3G ya existentes.

Tanto en el sector de telefonía móvil como fuera de él, contar con la información adecuada es fundamental para comprender la dinámica que rige el espectro. Por ello, GSMA Intelligence ha lanzado una nueva serie de informes trimestrales en los que saca partido de su herramienta Spectrum Navigator. Dichos informes describen los últimos avances importantes y las tendencias clave a las que deberemos estar atentos en el futuro.

En la edición correspondiente al primer trimestre, GSMA Intelligence examina algunas novedades del mercado en el sector del espectro, así como el impacto que estas han tenido sobre la industria.

Nuevo impulso a las licitaciones de 5G
Tras una ralentización en el segundo trimestre de 2020 debida a los confinamientos provocados por la Covid-19, las asignaciones de espectro han empezado a acelerarse.

Durante el primer trimestre de 2021, cuatro países han asignado nuevo espectro 5G, y Chile ha sido la primera nación de América Latina en hacerlo mediante un proceso de licitación. El progreso en las bandas bajas continúa y el Reino Unido ha adjudicado espectro en la banda de 700 MHz. Conviene tenerlo en cuenta, porque Europa se está quedando atrás en dicha banda. Más de la mitad de los países de la Unión Europea no han cumplido el plazo para asignar espectro 5G en la banda de 700 MHz a finales de 2020.

En 2021 habrá nuevas asignaciones en 28 países distintos, lo que supone un incremento significativo respecto a los 17 de 2020. Otros países podrían anunciar novedades a lo largo del año, a medida que los planes de 5G se desarrollen.

Siempre que aparece una nueva generación de tecnología de redes móviles, surge el problema de la disponibilidad de espectro. Las operadoras necesitan nuevos recursos de espectro que les permitan desplegar la nueva tecnología. Las demoras en la asignación de espectro afectan al despliegue, el alcance y la calidad de servicio de las redes 5G.

La hoja de ruta para asignar espectro a la 6G está en camino
Las recientes declaraciones sobre la 6G van más allá de la mera visión de una nueva tecnología y empiezan a cobrar cuerpo casos de uso reales y hojas de ruta.

El recién creado grupo 6G Vision del UIT-R se encargará de definir la nueva tecnología y sus capacidades a medida que la industria avanza hacia su estandarización. Las perspectivas de comercialización se sitúan en torno al 2030. Por otra parte, el gobierno chino prevé priorizar el desarrollo de la 6G para el 2025 e incorporar dicha tecnología a su estrategia digital más amplia. La Next G Alliance ha puesto en marcha grupos de trabajo en América del Norte a partir de la hoja de ruta de la 6G.

La investigación se centra en aplicaciones y casos de uso que requieren la transmisión y el procesamiento de cantidades masivas de datos, así como el traslado de la inteligencia al Edge.

Desde el punto de vista del espectro, se trataría de establecer comunicaciones en las bandas de GHz y THz. Puede parecer que es demasiado pronto para hablar de la siguiente generación en tecnología, sobre todo porque en muchos mercados ni siquiera se ha asignado espectro para la 5G. Pero, cuando se trata de espectro, las discusiones tienen que empezar con mucha antelación. La actual banda principal de la 5G (la de 3,5 GHz) empezó a debatirse en la Conferencia Mundial de Radiocomunicaciones de la UIT celebrada en 2007, y se licitó por primera vez al cabo de una década.

Los elevados precios de reserva frustran la venta de espectro valioso en India
En la más reciente subasta de espectro de India, algunas frecuencias se han adjudicado al precio de salida, o no se han vendido en absoluto. Se ofrecían 2.308,8 MHz en siete bandas y solo se han vendido 855,6 MHz (el 37%).

Todo el espectro se ha vendido al precio de salida, mientras que las bandas de 700 MHz y 2,5 GHz no han recibido oferta alguna.

La falta de interés por el valioso espectro de 700 MHz se ha debido a los elevados precios de salida. Las operadoras priorizan la continuidad de las licencias de espectro que se van a renovar y la consolidación de la tenencia de bandas ya asignadas.

Desde 2010, India ha convocado varias licitaciones, que han tenido como resultado una asignación limitada de espectro, debido a los elevados precios de reserva. Como consecuencia, la tenencia de espectro de las operadoras de telefonía móvil de India son inferiores a las de economías comparables, así como a las medias mundiales y regionales.
India, con tan solo 320 MHz de espectro asignado, está muy por detrás de economías comparables como China (777 MHz), Rusia (595 MHz) y Brasil (590 MHz). Disponer de un volumen suficiente de espectro asequible es fundamental para ampliar y mejorar los servicios de banda ancha móvil.

– Dennisa Nichiforov-Chuang – Analista principal en espectro, GSMA Intelligence

Las opiniones editoriales expresadas en este artículo son exclusivas de la autora y no reflejan necesariamente los puntos de vista de la GSMA, sus Miembros o Miembros Asociados.

Intelligence Brief: Assessing recent spectrum developments

Spectrum is the lifeblood of mobile services and what drives the mobile economy. The current spectrum landscape is more dynamic than ever before as the ecosystem today must contend with new allocation and deployment models, enterprise competition for resources and fresh demands on existing 2G and 3G spectrum resources.

Across the mobile industry and beyond, getting the right intelligence is key to understanding spectrum dynamics, which is why GSMA Intelligence has launched a new quarterly report series, leveraging its Spectrum Navigator [1] tool. These reports outline the latest important developments and key trends to watch going forward.

From the Q1 edition [2], GSMA Intelligence looks at a few market developments in the spectrum space and the impact on the industry.

Fresh momentum for 5G auctions
After a slowdown in Q2 2020 due to Covid-19 (coronavirus) lockdowns, spectrum assignments started to accelerate.

Four countries assigned new 5G spectrum in Q1 2021, with Chile becoming the first nation in Latin America to do so through an auction process. Progress in low bands continues, with the UK awarding spectrum in the 700MHz band. This is noteworthy because Europe is lagging in this particular band: more than half of the European Union countries missed a deadline to assign 5G spectrum in the 700MHz band by the end of 2020.

This year, there will be new assignments across 28 countries, a significant increase on the 17 nations in 2020. Other countries may make announcements throughout the year as 5G plans ramp.

With every launch of a new generation of mobile network technology, the issue of spectrum availability arises. Operators face pressure to secure additional spectrum resources with which to launch the new technology. Delayed spectrum assignments impact rollout, reach and quality of services of 5G networks.

Spectrum roadmap for 6G is on its way
Recent announcements related to 6G move beyond just a vision for a new technology, to actual use cases and roadmaps.

The recently-launched ITU-R 6G Vision Group is tasked with defining the technology and its capabilities as the industry moves towards standardisation. The outlook for commercialisation is in the 2030 timeframe. Meanwhile, China’s government reportedly plans to prioritise development of 6G for 2025, making the technology part of its wider digital strategy. In North America, the Next G Alliance has started working groups on the 6G roadmap.

Research is focusing on applications and use cases requiring the transmission and processing of massive amounts of data and moving intelligence to the edge.

From the spectrum perspective, it is about communicating in GHz and THz bands. It might seem early to start discussing the next generation of technology especially as 5G spectrum is yet to be assigned in many markets. However, when it comes to spectrum, discussions have to start well ahead. The current key band for 5G (3.5 GHz) was initially discussed in ITU’s WRC context in 2007, followed by the first assignment a decade later.

High reserve prices leave valuable spectrum unsold in India
In the latest Indian spectrum auction some frequencies were either sold at reserve price or not sold at all. A total of 2308.8MHz was on offer across seven bands, out of which only 855.6MHz (37 per cent) was sold.

All spectrum sold went at reserve price, while the 700MHz and 2.5GHz bands did not receive any bids.

Lack of appetite for the valuable 700MHz spectrum [3] was due to high reserve prices: for operators, the priority is to first ensure continuity of spectrum licences coming up for renewal or consolidate current holdings in bands already assigned.

Since 2010, India has had several auctions that resulted in limited spectrum being assigned due to high reserve prices. As a result of this, spectrum holdings of mobile operators in India are lower than comparable economies, as well as global and regional averages.

With only 320MHz of spectrum assigned, India is well behind other comparable economies such as China (777MHz), Russia (595MHz) and Brazil (590MHz). Making sufficient amounts of affordable spectrum available is central to expanding and upgrading mobile broadband services.

– Dennisa Nichiforov-Chuang – lead analyst, Spectrum, GSMA Intelligence

The editorial views expressed in this article are solely those of the author and will not necessarily reflect the views of the GSMA, its Members or Associate Members.

[1] https://www.gsmaintelligence.com/spectrum/
[2] https://data.gsmaintelligence.com/research/research/research-2021/spectrum-navigator-q1-2021-new-insights-and-trends-to-watch
[3] https://www.mobileworldlive.com/featured-content/home-banner/indian-operators-shun-5g-in-11b-spectrum-auction

May 2021 in telecoms: What news should be on your radar?

Curated: GSMA Intelligence takes on 6G and Digital Healthcare

Last month, we kicked off our new monthly blog series to explore recent announcements and trends in the telecom industry. We look at WHAT is happening in the industry, HOW it is impacting telcos, and WHY it is important.

The insights are based on our Industry Feed, one of the most complete repositories of mobile news in the market, curated daily by our team of experts.

In the last couple of weeks, we saw announcements on cloud platform deals, operators deploying new 5G use cases, 6G related announcements, as well as updates on private networks deals and deployments. Against this backdrop, we selected two topics – 6G and Digital Healthcare – to take a deeper look at. 6G is hot off the shelf and Digital Healthcare is the need of the hour.

6G: is the clock ticking?

Do you know that…

Recently, we have seen an increasing buzz in the industry around “6G” also referred to as “beyond 5G”. Be it the launch of Next G alliance in Q4 2020 or the launch of the “first 6G satellite” by China in the same quarter, 6G is clearly on the radar of industry. Developments like China claiming that Chinese companies account for about 35% of the 6G related patent applications, and the establishment of 6G vision group within the ITU-R to define key capabilities of 6G, are some of the contributors in propelling the industry to announce their 6G plans. What might you have missed?

  • The U.S and Japan have joined forces to invest USD 4.5 billion in R&D, testing and deployment of secure networks for the next generation of communications (6G)
  • The German government has earmarked up to EUR 700 million to pump into 6G research by 2025. The initial investment of EUR 200 million will be injected to create 6G research hubs that will work towards preparing the next generation of communications by co-ordinating activities and working with other international bodies
  • Huawei, at the company’s global analyst conference, announced plans to launch 6G equipment in 2030. Reportedly, Huawei is also planning to launch two test satellites in July this year to explore 6G technology
  • Next G alliance announced the formation of working groups and the launch of its technical program. The National 6G roadmap working group is the key group and will address the full lifecycle of 6G commercialization

So what?

Where 5G connections accounted for only 4.21% of global connections by the end of Q1 2021 (Source: GSMA Intelligence), the recent announcements and initiatives on 6G leave many people pondering if now is the right time for the 6G clock to start ticking, or should we still be focusing on 5G. We know that commercial mobile 5G networks only saw the light of the day two years back in 2019 and they have a long way to go to reach their full potential; from exploring digital innovations supported by 5G across various sectors to the deployment of pending standards from 3GPP release 17.

BUT, what also can’t be ignored is that we must start defining the 6G roadmap in the near-term. Some might argue that 6G is still in a nascent stage pending even the industrial definition and any focus on 6G right now will disturb the growth of 5G. However, as 6G is expected to be deployed commercially by 2030, planning needs to get underway now to support the commercial deployment within this timeframe. This includes discussions on spectrum requirements, defining 6G standards, etc. And, in the here and now, it includes looking for ways to integrate would-be 6G innovations into 5G networks.

Digital Healthcare: how far from reality and what is the role of telecom operators?

Do you know that…

The global digital healthcare market is expected to grow at a CAGR of 25% from 2019-2025. The adoption of digital practices in the healthcare (telehealth, remote monitoring devices) began years ago, but COVID-19 accelerated the digital transformation of healthcare by exposing the challenges in conventional healthcare systems. Telcos, for their part, are rapidly progressing in the digital healthcare space with partnerships/M&A in the ecosystem. In a few such partnership announcements recently…

  • AT&T and Cherish Health partnered to help monitor COVID-19 patients. A wearable biosensor device from Cherish Health capable of monitoring the oxygen levels, temperature and heart rate of a patient is powered by the First Net network built by AT&T.
  • LifeLabs teamed up with TELUS Health to offers its MyCareCompass customers virtual counselling through the Babylon app from Telus Health.
  • T-Mobile – U.S.A and Zyter have collaborated to make virtual healthcare accessible to more people. Zyter will leverage the network footprint of T-Mobile to bring patients and healthcare professionals closer remotely.
  • Airtel – India joined hands with Apollo 24/7 to offer its Airtel Thanks customers virtual healthcare services (Airtel Thanks is an exclusive rewards program for valued Airtel customers which gives them access to a host of exclusive rewards, perks & privileges).

So what?

Digital healthcare opportunities have been on the radar of operators for quite some time now. Years ago, it began with M2M enabled glucose and blood pressure monitoring devices where data could then be accessed by healthcare professionals on a cloud platform. Fast forward to 2020, the strain caused by the pandemic on healthcare infrastructures and the need to stay-at-home gave a push to digital healthcare solutions like telehealth consultations, virtual care platforms and virtual pharmacies.

What’s at play for mobile operators? According to a GSMA Intelligence’s survey of operators in 2020, healthcare was among the top verticals deemed by operators as an opportunity in the 5G era to boost their revenues “beyond connectivity”. Predicted use cases of 5G like remote surgery are still a work in progress, but the availability of 5G already in 59 countries has put the long awaited digital healthcare initiatives on a fast track to success.

Riding on the back of these partnerships, operators are well on their journey to play a key role in the digital transformation of healthcare. Healthcare in a majority of the economies is big enough – and is only growing with situations like pandemic – to offer multiple opportunities to operators across the value chain such as connectivity providers, private network deployments, cloud storage, data analytics, developing virtual platforms, remote screening and diagnostics.

It would not be premature to say that Digital Healthcare is moving further in the direction of reality and that operators are busy carving out their space in the new healthcare system. TELUS Health sets a good example in this regard, the revenue from health services accounted for approx. 3.5% of total revenues (Fixed + Mobile + Broadband + Health) in Q1 2021.

Finally, do you know that…

All of the above analysis is based on news curated by our team of analysts, and taken from our Industry Updates feed. Visit our feed today for more of the news shaping the mobile industry of tomorrow. It comes without interference!

By Radhika Gupta, Head of Data Acquisition at GSMA Intelligence

Valoración de los avances más recientes en 6G y sanidad

Durante las últimas semanas se han anunciado acuerdos sobre plataformas en nube, las operadoras han desplegado nuevos casos de uso de la 5G, han anunciado novedades en 6G y se ha informado sobre acuerdos y despliegues de redes privadas.

En este contexto, hemos optado por un análisis detallado de la 6G y la sanidad digital.

6G: ¿Es el momento?
¿Sabías que…? En estos últimos tiempos hemos constatado que se habla cada vez más en la industria sobre la 6G, conocida también como “más allá de la 5G”.
Ya sea por el lanzamiento de la Next G Alliance en el cuarto trimestre de 2020, o por el artilugio que según China es el primer satélite compatible, la industria está pendiente de la 6G. Acontecimientos tales como la afirmación de China de que sus empresas nacionales han presentado en torno al 35% de las solicitudes de patentes de dicha tecnología, y la creación de un grupo de estudio en el UIT-R encargado de definir las capacidades clave de la 6G, explican que la industria anuncie nuevos planes.
Tal vez le haya pasado por alto que:

Estados Unidos y Japón se han unido para invertir 4.500 millones de dólares (casi 3.700 millones de euros) en I+D, pruebas y despliegues de redes seguras relacionados con la 6G.
El gobierno alemán ha destinado hasta 700 millones de euros a la investigación en 6G desde el año actual hasta 2025. La inversión inicial de 200 millones de euros se destinará a la creación de centros de investigación que trabajarán en el desarrollo de la 6G mediante la coordinación de actividades y la colaboración con otros organismos internacionales.
Huawei, en su conferencia mundial para analistas, ha anunciado que tiene previsto comercializar equipos 6G en 2030. Según la información disponible, la firma china también prevé lanzar dos satélites de prueba en julio para estudiar dicha tecnología.
La Next G Alliance ha anunciado la creación de grupos de trabajo y el lanzamiento de su programa técnico. El grupo de trabajo que se encarga de la hoja de ruta 6G Nacional es el equipo clave y abordará el ciclo vital completo de comercialización.

¿Y entonces…?
Según nuestras cifras, a finales del primer trimestre de 2021 las conexiones 5G representaban tan solo el 4,21% del total mundial. Por ello, ante los recientes anuncios e iniciativas relacionados con la 6G, son muchos quienes se preguntan si es el momento adecuado para avanzar en esa dirección, o si hay que seguir trabajando en la 5G.

Sabemos que las redes móviles comerciales 5G no vieron la luz hasta 2019 y que deberán recorrer un largo camino para alcanzar todo su potencial, desde el desarrollo de las innovaciones digitales habilitadas en varios sectores hasta la aplicación de los estándares pendientes de la Release 17 del 3GPP.

Pero tampoco ignoramos que pronto habrá que empezar a definir la hoja de ruta de la 6G. Habrá quien argumente que dicha tecnología se halla en una fase incipiente, que carece incluso de definición industrial, y que todo lo que podamos hacer ahora entorpecerá el desarrollo de la 5G. Pero si contamos con que el despliegue comercial de la 6G tenga lugar en 2030, tendremos que iniciar la planificación para apoyar el despliegue comercial dentro de dicho plazo. Así, habrá que debatir los requisitos de espectro, la definición de normas, etc. Y en el aquí y el ahora, habrá que buscar maneras de integrar las eventuales innovaciones de la 6G en las redes 5G.

Sanidad digital: ¿Falta mucho para que se haga realidad? ¿Qué papel tendrán las operadoras?
¿Sabías que…? Según las fuentes consultadas, el mercado mundial de sanidad digital debería crecer a un ritmo del 25% entre 2019 y 2025. La adopción de prácticas digitales en la sanidad (telemedicina, dispositivos de seguimiento a distancia) comenzó hace años, pero la Covid-19 ha acelerado la transformación digital de la sanidad al poner de manifiesto las limitaciones de los sistemas convencionales.

Las operadoras progresan con rapidez en el ámbito de la sanidad digital a través de alianzas, fusiones y adquisiciones. Recientemente se han anunciado algunas de dichas alianzas:

AT&T y Cherish Health se han unico para ayudar en el cuidado de los pacientes de Covid-19. Un dispositivo biosensor portátil de Cherish Health, capaz de controlar los niveles de oxígeno, la temperatura y el ritmo cardíaco de los pacientes, funciona con la red First Net construida por AT&T.
LifeLabs se ha asociado con Telus Health para ofrecer a los abonados de su servicio MyCareCompass asesoramiento virtual a través de la aplicación Babylon de esta segunda firma.
T-Mobile US y Zyter han colaborado para que la atención sanitaria virtual sea accesible a un número mayor de personas. Zyter usará la red de T-Mobile para facilitar la comunicación a distancia entre pacientes y profesionales sanitarios.
Airtel India ha formalizado un acuerdo con Apollo 24/7 para ofrecer servicios sanitarios virtuales a los clientes de su programa de incentivos Airtel Thanks.

¿Y entonces…?
Hace tiempo que las operadoras están atentas a las posibilidades de la sanidad digital. Todo empezó hace años con los dispositivos de control de la glucosa y la presión sanguínea habilitados para M2M, cuyos datos podían ser consultados por los profesionales sanitarios en una plataforma en la nube. A lo largo de 2020, la presión de la pandemia sobre las infraestructuras sanitarias y la necesidad de confinamiento doméstico han impulsado las soluciones sanitarias digitales, como las consultas de telemedicina, las plataformas de atención virtual y las telefarmacias.

[1]

¿Qué se juegan las operadoras móviles?
Una encuesta entre operadoras realizada por GSMA Intelligence en 2020 concluyó que la sanidad se hallaba entre los sectores verticales, aparte de la conectividad, en los que dichas empresas podían obtener mayores ingresos durante la era de la 5G (véase el gráfico, arriba, haga clic para ampliar).

Los casos de uso previstos, como la telecirugía, aún se encuentran en proceso de desarrollo, pero la disponibilidad de la 5G en 59 países ha encaminado las tan esperadas iniciativas de sanidad digital por la vía rápida del éxito. Gracias a alianzas como las mencionadas más arriba, las operadoras podrían desempeñar un papel clave en la transformación digital de la sanidad.

El sector ofrece múltiples oportunidades a las operadoras, como por ejemplo la conectividad, el despliegue de redes privadas, el almacenamiento en la nube, el análisis de datos, el desarrollo de plataformas virtuales, la detección y el diagnóstico a distancia.

No sería prematuro afirmar que la sanidad digital se halla cada vez más cerca de hacerse realidad y que las operadoras están ocupando su espacio en el nuevo sistema. Telus Health es un buen ejemplo, puesto que los servicios sanitarios suponen aproximadamente el 3,5% de sus ingresos totales en el primer trimestre de 2021.

– Radhika Gupta – directora de Adquisición de Datos y de Estrategia, GSMA Intelligence

Las opiniones editoriales expresadas en este artículo son exclusivas de la autora y no reflejan necesariamente los puntos de vista de la GSMA, sus Miembros o Miembros Asociados.</em

[1] https://www.mobileworldlive.com/wp-content/uploads/2021/05/GSMAi_industry_verticals_forecast.jpg

Intelligence Brief: Assessing latest developments in 6G and healthcare

Last month, we kicked off our new monthly blog series to explore recent announcements and trends in the telecom industry. We look at what is happening in the industry, how it is impacting operators and why it is important, based on curated news from our Industry Feed [1].

Recent weeks have brought announcements on cloud platform deals, operators deploying new 5G use cases, 6G-related announcements and updates on private network deals and deployments.

Against this backdrop, we selected 6G and digital healthcare to take a deeper look at.

6G: Is the clock ticking?
Do you know that…Recently, we have seen an increasing buzz in the industry around 6G, also referred to as beyond 5G.

Be it the launch of Next G Alliance [2] in Q4 2020 or of what China claimed to be the first compatible satellite [3], 6G is clearly on the radar of industry. Developments like China claiming domestic companies account for about 35 per cent of related patent applications and the establishment of vision group within the ITU-R to define key capabilities of 6G, are some of the contributors to propelling the industry to announce plans.

What might you have missed?

The U.S and Japan joined forces to invest $4.5 billion in R&D, testing and deployment of secure networks for the next generation of communications.
Germany’s government earmarked up to €700 million ($855 million) for 6G research by 2025. The initial investment of €200 million will be injected to create research hubs which will work towards preparing the next generation of communications by coordinating activities and working with other international bodies.
Huawei, at its global analyst conference, announced plans to launch 6G equipment in 2030. Reportedly, Huawei is also planning to launch two test satellites in July to explore the technology
The Next G alliance announced the formation of working groups and the launch of its technical program. The National 6G roadmap working group is the key group and will address the full lifecycle of commercialisation.

So what?
Where our figures show 5G connections accounted for only 4.21 per cent of global connections by the end of Q1 2021, the recent announcements and initiatives on 6G leave many people pondering if now is the right time for the clock to start moving or if the focus should remain on 5G.

We know commercial mobile 5G networks only saw the light of the day in 2019 and have a long way to go to reach their full potential, from exploring digital innovations enabled across various sectors to the deployment of pending standards from 3GPP Release 17.

But, what also can’t be ignored is that we must start defining the 6G roadmap in the near-term. Some might argue the technology is still in a nascent stage pending even the industrial definition and any focus right now will disturb the growth of 5G. However, as 6G is expected to be deployed commercially by 2030, planning needs to get underway now to support the commercial deployment within this timeframe. This includes discussions on spectrum requirements, defining standards, et cetera. And, in the here and now, it includes looking for ways to integrate would-be 6G innovations into 5G networks.

Digital healthcare: how far from reality and what is the role of operators?
Do you know that…Sources state the global digital healthcare market is expected to grow at a CAGR of 25 per cent between 2019 and 2025. The adoption of digital practices in healthcare (telehealth, remote monitoring devices) began years ago, but Covid-19 (coronavirus) accelerated the digital transformation of healthcare by exposing the challenges in conventional systems.

Operators are rapidly progressing in the digital healthcare space with partnerships, mergers and acquisitions. In a few such partnership announcements recently:

AT&T and Cherish Health partnered to help monitor Covid-19 patients. A wearable biosensor device from Cherish Health capable of monitoring patient’s oxygen levels, temperature and heart rate is powered by the First Net network built by AT&T.
LifeLabs teamed with Telus Health to offers its MyCareCompass customers virtual counselling through the Babylon app from Telus Health.
T-Mobile US and Zyter collaborated to make virtual healthcare accessible to more people. Zyter will use the network footprint of T-Mobile to bring patients and healthcare professionals closer remotely.
Airtel India joined with Apollo 24/7 to offer customers of its Airtel Thanks rewards programme customers virtual healthcare services.

So what?
Digital healthcare opportunities have been on operators’ radar for quite some time now. Years ago, it began with M2M-enabled glucose and blood pressure monitoring devices where data could then be accessed by healthcare professionals on a cloud platform. Fast forward to 2020, the strain caused by the pandemic on healthcare infrastructure and the need to stay-at-home gave a push to digital healthcare solutions including telehealth consultations, and virtual care platforms and pharmacies.

[4]

 

What’s at play for mobile operators?
A GSMA Intelligence survey of operators in 2020 found healthcare was among the top verticals deemed as an opportunity in the 5G era to boost revenue beyond connectivity (see chart, above, click to enlarge).

Predicted use cases including remote surgery are still a work in progress, but the availability of 5G in 59 countries has put long-awaited digital healthcare initiatives on a fast track to success. Riding on the back of these partnerships, operators are well on their journey to play a key role in the digital transformation of healthcare.

The sector offers multiple opportunities for operators including connectivity, private network deployments, cloud storage, data analytics, developing virtual platforms, remote screening and diagnostics.

It would not be premature to say digital healthcare is moving further in the direction of reality and that operators are busy carving out their space in the new system. Telus Health sets a good example in this regard, as health services accounted for approximately 3.5 per cent of its total revenue in Q1 2021.

All the above analysis is based on news curated by GSMA Intelligence’s team of analysts and taken from their Industry Updates feed, available here [5].

– Radhika Gupta – head of data acquisition, strategy, GSMA Intelligence

The editorial views expressed in this article are solely those of the author and will not necessarily reflect the views of the GSMA, its Members or Associate Members.

[1] https://data.gsmaintelligence.com/industry-updates
[2] https://www.mobileworldlive.com/featured-content/home-banner/att-ericsson-execs-to-lead-us-6g-research-group
[3] https://www.mobileworldlive.com/featured-content/home-banner/china-puts-6g-test-satellite-into-orbit
[4] https://www.mobileworldlive.com/wp-content/uploads/2021/05/GSMAi_industry_verticals_forecast.jpg
[5] https://data.gsmaintelligence.com/industry-updates

New Radar report: Mobile roaming in a post-Covid world

New Radar series

GSMA Intelligence and Mobile World Live partnered to bring a new Radar series to the industry, focusing on the impact of new technologies in the mobile and wider TMT sectors. The series includes a full in-depth report and live events, to offer our partners the opportunity to position themselves as thought-leaders.

Our September edition will focus on the changing business models and marketplace for mobile roaming.
Roaming revenues were down 10-20% in 2020 as global travel volumes declined due to the COVID-19 pandemic, but indicators suggest a gradual recovery in 2021. This, coupled with underlying technology shifts such as 2G/3G network sunsets and the growth of eSIM, explains why setting up global connectivity agreements is a priority for many businesses now more than ever.

With this context, our Radar report will explore several key questions: 

  • What does a staggered relaxation of international travel rules in 2021/2022 mean for the roaming outlook in different regions?
  • How can operators best set up and manage roaming agreements given the sunsetting of 2G and 3G networks with the parallel rise in LTE and 5G in the customer base?
  • If the model is moving towards a consolidated scale play (so-called ‘hubbing’), does this imply a 5G first mover advantage?
  • What are the trade-offs involved in eSIM use and how can telco operators make best use of it for roaming services?
  • How can roaming models manage IoT connection footprints across multiple countries?

Sponsorship opportunities

In partnership with our sponsor, GSMA Intelligence and Mobile World Live will produce and promote an in-depth report and a series of live events.  An exclusive opportunity for a sponsor to benefit from the combined strength of the GSMA’s media and research arms to reach global senior audiences:

Interested in partnering with us? Contact our team via the form below!

This opportunity has now ended, thank you for your interest! You can contact info@gsmaintelligence if you are interested in our next Radar edition!

Accelerating the Omnichannel Retail Experience with IoT

Recently, Amazon announced the opening of its Amazon Salon in London, a hair salon to test “the latest industry technology,” such as augmented reality (AR). This development is hot on the heels of its “cashier-less” grocery store, which mimics a traditional grocery store but with the ability for shoppers to pay for their items without having to check out at a cashier. The store uses high-tech cameras linked to inventory stocks to achieve this experience.  

Combined with an easing of lockdown restrictions, it’s truly a great time to be living in London! (Though, to be fair, the London outlet joined over 20 stores already in operation across the U.S. under the “Amazon Go” brand.)  

While this move further signals Amazon’s ambitions to expand its share of the consumer wallet beyond online distribution, the greater significance is that it underlies the overall transformation of the retail sector, which has only accelerated because of the COVID-19 pandemic. Indeed, the pandemic has changed the face of retail forever: Brick and mortar stores with no online presence, and hospitality and tourism generally, have felt the negative impact of the pandemic the most, having to close doors to adhere to COVID-19 rules. But, even where business has been less impacted, the move to an omnichannel retail experience—integrating mobile apps, social media, in-store, and online shopping for a seamless customer experience—has been hastened. 

Data-Driven Digital Transformation

Of course, like so many other industries, the retail sector’s digital transformation must be data driven. According to the GSMA Intelligence Enterprise in Focus survey 2020, 63% of retailers deployed IoT as part of a wider transformation agenda. 69% of surveyed companies, in turn, have already deployed IoT solutions (see chart), with a majority having less than 500 connected IoT devices.  

Connecting the assets, however, is just the first step. The next step is to collect, and then analyze, data to gain meaningful insights to change business processes in line with strategic goals. What are those goals? Per the survey, the top three IoT objectives for retail companies are: 

  • QoS (45%) 
  • Customer loyalty (44%)  
  • Supply chain management (40%) 

Of course, technologies, such as SD-WAN, 5G, edge computing, AI, and IoT play a key role in enabling all of this.  

 IoT deployment status, retail

Revenue Generation is Top of Mind

When asked whether IoT was deployed to save on costs or to generate new revenue, IoT decision-makers were equally split in 2019 (50% each). In 2020, however, revenue generation came out on top (52%), with retail decision-makers being ever so slightly above the average at 54% (a 4% increase from 2019). Although this percentage change is small, it reflects a steady move towards using data-driven insights to create new revenue streams as a reason for IoT deployment. 

Real-Life Retail Applications 

So how about some real-life examples of the retail applications that are currently on the rise? 

Contactless Payments

Point-of-sale will remain the largest segment within retail:
Even before the pandemic, this transition has been supported by moves to cashless payments and government initiatives to stimulate electronic payments, such as those in India and Mexico. The coronavirus pandemic has taken the move to another level as it facilitates germ-free, fast, and safe transactions. Also, due to social distancing restrictions, roaming PoS is on the rise, with tablets/PoS being carried around by staff members, as pubs and restaurants move to ensure Covid-safety guidelines are being followed, while reducing congestion.   

Autonomous Checkout 

It’sthe final step in the journey retail has been undergoing to streamline the whole shopping experience:
From cashier-less self-checkouts, scan-and-go, click-and-collect and mobile checkout. Autonomous checkout, e.g. Amazon’s “just walk out” technology mentioned earlier, allows retailers to grow their operational efficiency and profit margins. What’s more, automating the process itself leads to a greater data capture and a better understanding of customer behavior, which in turn can inform retail strategy by AI-enabled personalized marketing and content management.  

Robotics 

Ocado, the Britishonline retailer, had already transformed itself into a technology company, investing in robotics, AI/ML, edge networking, and its Ocado Smart Platform (OSP). Its recent partnership with Oxbotica takes this forward, aiming to increase warehouse automation, via the use of robots for packing, transporting, and delivering groceries. Supported by a private LTE network to control 1,000 fast moving robots in its logistic center, we can see the shape of things to come.  

While the pandemic has boosted the rise of enterprise systems, such as ERP systems, payroll systems from on-prem to the cloud, it has also underlined the need to process data at the edge. By moving workloads to the network edge, devices can run algorithms to analyze data and act locally, sending only what’s needed to the cloud. At the same time, data security and ensuring data privacy is key—our data indicates that retailers that deployed IoT to ensure regulatory compliance have done so to adhere to data-security regulation.  

So, what comes next? 

5G is a given. And, as it matures, the retail sector already has clear expectations focused on higher speeds (65%), private networks (58%), and latency (52%). 5G, however, needs to be seen as a means to an end. After all, enterprises aren’t concerned with technology per se—they want to connect the physical and digital worlds. Today’s technology discussions—whether focused on AI/ML, IoT, 5G, edge, or SD-WAN solutions—need to be focused on delivering that. 

By Sylwia Kechiche, Principal Analyst for IoT & Enterprise, GSMA Intelligence

Sylwia will join MEF and other industry experts to discuss IoT and AI in retail on Wednesday, 26 May. Find out more and register.

State of the IoT market: Survey Dashboard

State of the IoT market:

Discover our Survey Dashboard

In 2020, GSMA Intelligence launched a survey to 2,800 enterprises, across 18 markets and 8 verticals, to measure their IoT deployments and future adoption plans, their technology and partnership requirements, their challenges to deploying new IoT solutions, and their measures of success.

Following from an in-depth analysis of our survey results, we developed an interactive dashboard, allowing users to easily navigate our granular survey data, broken down by country and vertical.

In this short video demo, Sylwia Kechiche, Principal Analyst for GSMA Intelligence, walks you through some of the interesting findings and data snippets you can uncover from our survey dashboard, from the impact of Covid-19 on IoT deployments plans, to the status of already deployed IoT devices:

Click here for the full “State of the IoT market” survey dashboard

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