5G, the PC and me

Ben StantonSenior Analyst, Canalys

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

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

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

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

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

Why does nobody care?

Home Work Connected Public Place

Common usage spaces already have Wi-Fi

Smartphone hotspot is easy and “free”

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

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

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

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

5G, the PC and me

Ben StantonSenior Analyst, Canalys