Game Changers DebatePaul Lee

LONG TERM IMPACT : 5G

52%

62%70%

76%81%

85%87%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2012 2013 2014 2015 2016 2017 2018

Source: UK edition, Deloitte Global Mobile Consumer Survey, May - Jun 2013, May - Jun 2014, May - Jun 2015, May - Jun 2016, May - Jun 2017, Jun 2018Base: All respondents aged 18-75 years, 2013: 4,020, 2014: 4,000, 2015: 4,000, 2016: 4,003, 2017: 4,002, 2018: 4,000

Q. Which, if any, of the following connected devices do you personally own or have ready access to?

95 percent of smartphones are used daily in the UK

Deloitte Mobile Consumer Survey, June 2018

“Most people regard 24 Mbit/s as the kind of broadband speeds they need. In reality, most people can live with 6-8 Mbit/s”September, 2015

3.6 Mbit/sAverage speed on fixed

broadband networks, 2008

25 Mbit/s

Average download speed on fastest 4G network, 2018

Demand for connectivity is, most likely, unquenchable in the long-term

The processing power of mobile handsets has increased every year for the last three decades. The first iPhone had a 412

MHz processor; the latest is clocked at 2.5 GHz.

50%Growth in average data usage per SIM, 2016-

2017

90 GBExpected usage per subscriber in 2025,

Three

1.3 GBAverage usage per

SIM, 2016

The confluence of multiple technological advances enables brand new applications spanning entertainment to productivity.

Supply begets demand, demand drives supply, 5G enables a step change in mobile data speeds and price per GB

The confluence of multiple technological advances enables brand new applications spanning entertainment to productivity.

3G and 4G capacity is exhausting at peak times: 7.2% of 3G and 1.5% of 4G data connections fail at busy periods and places

1.4 Gbit/s5G network test, based on network

architecture in San Francisco

20 Gbit/sPeak data rates for 5G, once

fully-deployed

5G enables current demand to be met, andfuture demand to be stoked

100xIncrease in capacity with 5G

networks

84 millionMobile data connections, 2017

The evolution of demand: connectivity to vehicles has steadily improved enabling the core application to evolve from voice to

music, and next to HD video

Changing the game: demand for connectivity is unquenchable, 5G will slake the next generation of thirst