5G Ecosystem – May
As has been the case since March, all three of the primary 5G Ecosystem metrics we track have been on the rise, with the total number of 5G devices remaining substantially above the trend line. Available 5G smartphones increased by 7.5% m/m and 240.6% y/y while the number of available CPE devices, an indicator of potential demand for 5G in-home or business usage, grew 6.7% m/m and is up 71.4% y/y, and the number of combined 5G devices reached over 800 for the first time. The m/m growth of available 5G devices is settling down to a range between 4% and 14%, a less volatile range than last year’s -1% to +40% range. We expect this stability to remain and potentially narrow, although we expect new smartphone releases toward the holidays might skew the averages a bit, including the release of the next iPhone series.
All in 5G continues to grow at an increasing rate, we see more mid to low price tier phones equipped with 5G. A look at phones currently available (2021 releases), 5G availability breaks down as follows, with over 50% of smartphones released this year in the $200 - $300 range equipped with 5G modems and 46.9% of all smartphones released this year inclusive of 5G. We expect that share to rise further this year as the bulk of the smartphones to be released in 2H will be in the higher price tiers:
All in 5G continues to grow at an increasing rate, we see more mid to low price tier phones equipped with 5G. A look at phones currently available (2021 releases), 5G availability breaks down as follows, with over 50% of smartphones released this year in the $200 - $300 range equipped with 5G modems and 46.9% of all smartphones released this year inclusive of 5G. We expect that share to rise further this year as the bulk of the smartphones to be released in 2H will be in the higher price tiers:
5G Ecosystem - Primary Indicators - Source: SCMR LLC, GSA.com
Selected 5G Devices - Device Offerings - Source: SCMR LLC, GSA.com
5G Smartphone Unit Volume & ROC - Source: SCMR LLC,GSA.com
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