5G Ecosystem – December
In December almost all metrics in the 5G ecosystem saw increases, most of which were greater than 5% m/m, with only new form factors (at 22 the same for most of 2021) flat and new hotspots up only 3.8% m/m. The number of 5G devices increased 8.9% m/m, the strongest m/m improvement since 3/21, and the number of 5G phones increased by 7.3%, while CPE devices, an indicator of non-mobile 5G use, increased by 8.2% m/m. All three indicators remain above trend lines, which has been the case since July ’21.
In December on a y/y basis the number of 5G product vendors increased 66.7% in December, while the number of 5G devices increased 124.9% y/y. 5G smartphone models increased 120.9%, while CPE devices increased by 94.4% y/y. The number of laptops and tablets that are 5G enabled has increased from 17 last December to 56 currently (possibly more that we might have missed at CES), and on an overall basis the number of 5G devices has increased 531.7% over the last two years while 5G smartphones have increased 874.6% over the same two year period. Unfortunately (or fortunately) the growth rates of most 5G devices is so high during the last two years that seasonality data means little at this point in the 5G timeline, but as we accumulate 2022 data we should be able to get a better sense of sales and growth patterns and how they might differ from those of smartphones generally. As it stands currently, the average m/m growth rate for 5G devices was 7.0% for the 2021 year, while it was 6.9% for 5G phones and 5.7% for CPE devices
In December on a y/y basis the number of 5G product vendors increased 66.7% in December, while the number of 5G devices increased 124.9% y/y. 5G smartphone models increased 120.9%, while CPE devices increased by 94.4% y/y. The number of laptops and tablets that are 5G enabled has increased from 17 last December to 56 currently (possibly more that we might have missed at CES), and on an overall basis the number of 5G devices has increased 531.7% over the last two years while 5G smartphones have increased 874.6% over the same two year period. Unfortunately (or fortunately) the growth rates of most 5G devices is so high during the last two years that seasonality data means little at this point in the 5G timeline, but as we accumulate 2022 data we should be able to get a better sense of sales and growth patterns and how they might differ from those of smartphones generally. As it stands currently, the average m/m growth rate for 5G devices was 7.0% for the 2021 year, while it was 6.9% for 5G phones and 5.7% for CPE devices
5G Ecosystem - Primary Indicators - Source: SCMR LLC, GSA.org
Selected 5G Devices - Device Offerings - Source: SCMR LLC, GMSA
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