TECH SUPPLIER Apr 2020 - Market Forecast - Doc # AP44765319

Asia/Pacific (Excluding Japan and Greater China) 2017–2018 Carrier Equipment Spending Analysis and 2019–2023 Forecast

By: Bill RojasAdjunct Research Director, IDC Asia/Pacific, Hugh UjhazyVice President, IoT and Telecommunications

Table of Contents

List of Attachments

IDC Market Forecast Figure

Figure: Asia/Pacific (Excluding Japan and Greater China) Carrier Equipment Spending Snapshot

Executive Summary

Advice for Technology Suppliers

Market Forecast

Mobile and Fixed Broadband Subscriber Growth


Migration of Netrowks to Cloud-Native Architecture

5G Incremental Investments

Sales and Equipment Capex/Total Capex

Table: APEJC Carrier Equipment Capex (US$M), 2016–2022

Growth Segments

Table: APEJC Carrier Equipment Capex by Technology (US$M), 2016–2022

Table: APEJC Carrier Mobile Equipment Capex (US$M), 2016—2022

Figure: APEJC Carrier Network Equipment Mobile Versus Fixed-Line Spending, 2017–2023

Figure: APEJC RAN Spending, 2017–2023

Benchmarking Network Maturity

Figure: APEJC Carrier Equipment Capex Versus CAPEX

Figure: Comparison of CAPEX/Sales at Selected Comm. SPs

Impact of 5G on CAPEX

Figure: 5G Network Architecture

Market Context

Drivers and Inhibitors


Convergence with FTTP and LTE/5G

5G Spectrum and FWA


Virtualization, Abstraction, DevOps, and Network Operations

Significant Market Developments

Figure: Digital Transformation and Network Operations in XL Axiata

Figure: KT Reported 5G Data Usage at Less Than 2.5 Times LTE's and ARPU's growth

Table: Number of Cell Tenancies in APEJC, Including MNOs' Self-Owned Sites

Changes from Prior Forecasts

Figure: APEJC Carrier Equipment Capex Comparison Between 2H16 and 1H18 Forecasts

Market Definition


Table: AP Exchange Rates

Figure: IDC Asia/Pacific Carrier Capex Forecasting Methodology

Table: List of Carriers in the IDC Carrier Capex Database

Related Research


Related Links