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5G, the PC and me
Ben StantonSenior Analyst, Canalys
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5G is here
5G is changing operator business models
5G unlocks new opportunities
This is 5G
This is a PC
The PC is changing rapidly
PC is still the most important productivity tool
PC is very rarely cellular
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What is going on in the PC market?
+0.5% 125.2 million units
124.6 million units
H1 2018
H1 2019
Desktop and Notebook
Desktop and Notebook
Consumer-8.1%
Business+5.8%
Source: Canalys estimates, PC Analysis, August 2019
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What is driving strength in commercial demand?
Vs.
Windows 10 migration caused by impending sunset of Windows 7
AMD provides competitive alternative throughout Intel shortage
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Cellular has never had lift-off in PC and tabletH1 2019
61.6 million tablets
24.8%cellular
Proportion of cellular tablets is
decreasing
H1 201373.9 million tablets
27.6% cellular
Concerted effort to drive tablet PCs towards “Pro” users
Qualcomm attempts to bring connectivity to traditional PC platforms, with Windows OEMs
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Business model for WOS is restricted
No explicit Enterprise
play
Poor price-to-spec
ratio
Poor channel support
Lack of config
options
Regional coverage
Additional price of data line
Poor end-user
awareness
Several drag factors are preventing uptake of Qualcomm-based
PCs and Tablets
8WOS devices
launched
835
3Qualcomm CPUs since Dec 2017
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Why does nobody care?
Home Work Connected Public Place
Common usage spaces already have Wi-Fi
Smartphone hotspot is easy and “free”
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Why should 5G make any difference?
5G is forcing operators to revamp strategy
Challengers are getting more disruptive
Incumbents are reacting faster
Unlimited data plans are coming back into fashion alongside 5G rollout
Nail in coffin for
billing separate
data tariff for PC
Takes the fight to Wi-Fi
connected public places
5G
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Why should 5G make any difference?
5G is forcing operators to revamp strategy
Challengers are getting more disruptive
Incumbents are reacting faster
Unlimited data plans are coming back into fashion alongside 5G rollout
Nail in coffin for
billing separate
data tariff for PC
Takes the fight to Wi-Fi
connected public places
5G
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5G makes mobile computers more capable
Better quality
conferencing and video
Cloud-based AI to
complement edge AI
Intense workload
applications on the go
Rapid uploads and downloads
Real-time cloud
backup
Fixed line network
alternative
New low-latency cloud-driven experiences
Throughput in dense
environments
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5G makes mobile computers more capable
Better quality
conferencing and video
Cloud-based AI to
complement edge AI
Intense workload
applications on the go
Rapid uploads and downloads
Real-time cloud
backup
Fixed line network
alternative
New low-latency cloud-driven experiences
Throughput in dense
environments
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5G, the PC and me
Ben StantonSenior Analyst, Canalys