Grasping The 5G SA Opportunity 1740222318
Grasping The 5G SA Opportunity 1740222318
Grasping the 5G
SA Opportunity
Understanding the 5G Standalone opportunity
and latest supporting SIM offerings
One of the potential reasons why network operators are not seeing
higher ARPU growth is that the majority of 5G network deployments
today are 5G Non-Standalone (5G NSA). This means that 5G services
still rely on 4G technology for delivery. This limits network operators
in fully addressing the new revenue-generating use cases that were
the motivation for deploying 5G in the first place.
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CURRENT STATE OF
5G DEPLOYMENTS
The global deployment of 5G
networks has proven to be a GLOBAL NETWORK COVERAGE
tremendous success. 5G has seen
2019 2023
rapid adoption globally and now
covers 42% of the global population. 2G: 3G: 4G: 5G: 2G: 3G: 4G: 5G:
96% 92% 84% 4% 98% 96% 92% 42%
Compared to 4G, 5G has seen
a slightly faster adoption. 4G LTE
Global population coverage by technology, 2015-2023
was first introduced in 2009 and
reached 25% share of total 100% 98%
connections by 2016 or 7 years later. 96%
5G was first introduced in 2018 and 80%
reached 23% share of connections 92%
at the end of 2023 or 5 years later. 60%
2 Source: The opportunity for operators in B2B technology services, Sizing prospects for growth in financial services, manufacturing, automotive and aviation, GSMA, Oct 2024
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Global B2B revenue opportunity Global revenue opportunity for B2B technology
$ trillion service beyond core
$ trillion
$3.50
0.30 $3.50
$3.00
2.91
0.29
$3.00
$2.50 0.29
2.58
0.28
$2.00 $2.50 2.28
0.27
0.26 2.00
2.91
$1.50 0.25 $2.00 1.74
0.25 2.58
0.24 1.52
2.28
$1.00 1.74
2.00
$1.50 1.32
1.52 1.16
1.16 1.32 1.02
1.02
$0.50 $1.00 0.88
0.99
0.79
0.70
0.62
$0.00 0.49 0.56
2022 2023 2024 2025 2026 2027 2028 2029 2030 $0.50 0.38 0.43
Defining verticals
Vertical Definition
The provision of any type of financial service such as banking, life and non-life insurance, payment processing,
trading and wealth management, and microfinance. Many areas of financial services are regulated, so
Financial
sector-specific regulatory agencies are also included in this vertical. Example companies include Allianz Group,
services Axa, Bank of America, Barclays, Citibank, Industrial and Commercial Bank of China, Munich Reinsurance, Stripe,
Swiss Re, UBS, Wellington Management and Worldplay.
All types of manufacturing activity except automotive manufacturing (see below). Enterprises in this vertical
Manufacturing can be sub-divided into two broad categories: process industries (e.g. chemicals, fertilisers, food processing)
and discrete manufacturing industries (e.g. electronics, industrial products and machinery, medical devices).
All types of automobile and auto component manufacturing. Example companies include Audi, BMW, Bosch,
Automotive Continental AG, Cummins, Denso, Faurecia, Ford, Honda, Motherson Group, Tesla, Toyota and Yamaha.
Airlines, air freight and logistics firms, airport operators and related service providers, maintenance, repair and
Aviation operations (MRO) companies, unmanned aerial vehicle (UAV) operators, air traffic controllers and regulators.
All other industries, such as healthcare, public sector (education, public safety, federal and state government),
Others retail, media, energy and utilities, agriculture, oil and gas, transport and logistics (excluding aviation), profes-
sional services, personal and consumer services, mining and ports.
5G Standalone
5G gNB
Radio 5G Micro Cell
Unit
NG2
Central
5G Core Unit Distributed
Unit 5G mMIMO
NG3
Macro Cell
Radio
Unit
5G Non-standalone
5G Macro
Cell
S1
5G gNB
5G Micro
4G LTE Cell
EPC S1
4G eNB 4G Macro
Cell
Figure 7: 5G SA vs 5G NSA
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CURRENT STATE OF
5G SA DEPLOYMENTS
Despite a slow start, 5G SA 5G SA network rollouts as of Q3 2024 Live 5G networks
deployments have been picking up
pace. At the end of Q3 2024, there Live or planned
5G networks
118
were over 57 live 5G SA networks Live 5G SA
deployed, which is less than 20% of networks
5G non standalone
98% 100%
94%
79%
69%
Have already
Within one year In 1-2 years 2-3 years 3+ years
begun deployment
5G standalone 94%
79%
58%
31%
19%
Have already Within one year In 1-2 years 2-3 years 3+ years
begun deployment
Passive loT
C-V2X
NTN
ISPAC
>$300 billion (2001) >5 billion (2011) Video conferecing Video conferencing Video conferencing
2G 3G 4G 5G 5G-Advanced
Figure 10: Overview of use cases supported by various mobile generations with revenue and connections
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In general, 5G Advanced will deliver • Use-case enhancement: Edge If we look at the most important
capabilities in three main areas3: compute, positioning, extended technology capabilities valued by
reality, RedCap IoT, drone operators, improved uplink
• Performance improvements:
and satellite connectivity, performance and security are
Advanced UL/DL MIMO,
multicast, personal IoT most important.
enhanced multi-carrier
networks, vehicle-mounted
operations, enhanced mobility, If we look at these priorities, we can
relays, non-public networks,
sidelink relay support, see that many of these needs can
mission-critical and URLLC
integrated access and backhaul, also be met with 5G SA. Notice also
services, and 5G new calling.
evolved duplexing, time- that network slicing is a top priority
sensitive communications. Despite all of these new capabilities, for 20% of operators, which is also
the most important 5G Advanced something that 5G SA supports. 5G
• Management and efficiency: AI/
use cases reported by operators in SA is thus an important
machine-learning-driven designs,
the GSMA Network Transformation steppingstone in meeting these
autonomous networks, operation
Survey were 5G multicast services requirements and a potential
and maintenance architecture
and low-cost IoT support. prerequisite for making 5G
and management functions.
Advanced and 6G possible.
Which 5G use cases and applications are most important (top two choices ranked)?
Rank 1
Rank 2
29%
45%
52% 18%
23%
20% 4% 2%
2%
4% 1%
Which 5G-Advanced technological features are most important (top two choices ranked)?
17% 27%
Rank 1
Rank 2
17% 21%
43%
19% 7%
14%
11% 6%
9% 5%
3% 1%
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The importance of SIMs
in enabling 5G SA
SIMs have been an essential part expanded the number of applicable The following provides an overview
of mobile communications from the use cases that can be addressed, of different SIM form factors and
beginning. They have provided SIM technology has also evolved their use cases.
a quick and easy way to enable to meet the needs of new use cases
subscribers to access mobile and customers more efficiently.
network services. But as 5G
Consumer mobile High-end smartphones Mass IoT deployments: 5G-enabled IoT devices:
devices: Standard feature and wearables: Found in Ideal for compact SoCs drive high-
in most smartphones, flagship smartphones devices like sensors, performance IoT
feature phones, and (e.g., iPhones, Google trackers, and medical applications, such as
tablets for ease of Pixel) and smartwatches wearables where space, industrial robotics, smart
swapping between (e.g., Apple Watch), cost, and power cameras, and drones.
devices or carriers. enabling sleek designs efficiency are critical.
Smartphones and edge
and dual-SIM functionality.
Prepaid services: Ideal Consumer electronics: devices: Used in
for users needing IoT deployments: Emerging use in ultra- flagship mobile and
flexibility to switch Widely used in IoT compact devices, such edge-computing
carriers without applications like smart as AR/VR headsets and devices for faster
complex processes. meters, connected cars, fitness trackers. processing and
and logistics trackers, advanced connectivity.
Travel SIMs: Used in Automotive industry:
where physical access
international travel for Integrated in next Advanced automotive
is challenging.
easy installation of local generation connected systems: Enables
SIM cards. Travel eSIMs: Enables vehicles for seamless, autonomous vehicles
seamless activation of secure connectivity. with high-speed, low-
Basic IoT applications:
international data plans latency communication
In devices where cost or Smart cities and
without physically capabilities.
simplicity is key, such as industrial IoT: Used in
replacing SIM cards.
low-end IoT sensors and infrastructure devices AIoT (AI + IoT): Found
trackers. Legacy devices Enterprise devices: where tamper resistance in devices leveraging AI
where an upgrade is Deployed in laptops and and remote management at the edge, such as
difficult or costly tablets for businesses are essential. facial recognition
represent a major requiring secure, always- systems or predictive
portion of these devices. on connectivity. maintenance sensors.
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experiences, cloud gaming, or only require basic memory • Smart Parking and Cities:
metaverse interactions depend to handle location data and
-P
arking sensors, waste
on advanced SIM capabilities. periodic updates.
management devices, and
• 5G Private Networks: • Environmental other low-power, high-density
Monitoring Sensors: IoT nodes rely on low-memory
-E
nterprises running private
SIMs to enable large-scale
5G networks need SIMs that -D
evices monitoring
deployment.
can securely store complex temperature, air quality, or
configurations, support custom moisture use minimal memory As can be seen, SIM technology
authentication protocols, and to relay small packets of data has evolved to meet the needs of
integrate seamlessly with edge over low-bandwidth 5G or various 5G SA use cases. This also
computing devices. NB-IoT connections. includes support for 5G security
requirements for confidentiality and
Low-Cost, Low-Memory SIM Chipsets • Smart Agriculture
privacy based on encryption and
(Sensors and Drones):
These SIM chipsets are optimized for SUCI support.
cost-efficiency and energy-saving, -S
imple soil, crop, or livestock
making them suitable for massive monitoring devices utilise
IoT deployment use cases where low-cost SIMs for remote
simplicity and scale are the priorities: connectivity. Low memory is
sufficient for transmitting
• Smart Meters (Utilities):
periodic sensor data.
-G
as, electricity, and water
• Wearables and Consumer IoT:
meters require minimal data
exchange and long-term, -E
ntry-level fitness trackers,
low-power connectivity (often health monitors, and
via NB-IoT or LTE-M). connected home devices (e.g.,
smart lights or plugs) use
• Asset Tracking and Logistics:
low-cost SIMs for basic
-e
SIM-enabled trackers for connectivity requirements.
containers, pallets, or vehicles
Complete 5G SA The company also provides a suite superior flexibility and enhanced
of advanced SIM applets, including performance. In a 5G private
& NSA offering solutions for smart network network scenario, this allows the
The Trasna SIM portfolio supports switching, IoT security, and location immediate switching from a public
all 5G NSA and SA uses cases. tracking, enabling businesses to network profile to a private network
enhance efficiency and add value profile based on a pre-defined rule
Trasna offers the most lightweight to their offerings. such as location.
SIM OS on the market with the
smallest footprint capable of For example, the Trasna eUICC Supported by a strong technical team,
delivering advanced security with profile switching solution can Trasna also offers tailored solutions
optimal computation and power automatically change the complete with complementary SIM profile and
efficiency to ensure maximum network eUICC profile (not just the applet development services, ensuring
performance and longevity. IMSI) and its accompanying applets bespoke features that address unique
to optimise connectivity, offering business requirements.
14 WHITEPAPER
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Disclaimer: The views and opinions expressed in this report are those of the authors and
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