22
70April 2017 삼정KPMG 경제연구원 ISSUE MONITOR 5G로의 진화는 피할 수 없는 시대적 흐름, 글로벌 주도권을 확보하라

ISSUE MONITOR - assets.kpmg.com · 제70호 april 2017 삼정kpmg 경제연구원 issue monitor 5g로의진화는피할수없는시대적흐름, 글로벌주도권을확보하라

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  • 70

    April 2017

    KPMG

    ISSUE MONITOR

    5G ,

  • KPMG

    Contacts

    Tel: +82 2 2112 7426

    [email protected]

    Tel: +82 2 2112 7769

    [email protected]

  • KPMG KPMG member firm

    , ,

    .

    ,

    . KPMG , ,

    .

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    Contents

    2

    Page

    Executive summary ................. 3

    5G .......................................................................................... 4

    1) 5G .....

    2) 5G ......

    3) 5G ..............

    4) 5G ....

    4

    5

    6

    6

    ...................................................................... 7

    1) 5G ..

    2) 5G ..

    [] , 5G ..

    7

    7

    8

    ........................................................................................ 9

    1) 5G .....

    2) ....

    9

    11

    5G

    1) .........

    2) ..........

    3) .....

    13

    15

    16

    ... 18

  • 2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    Executive Summary

    5G

    5G (ITU) IMT-2020 , (4G) 20 (1 20Gbps), 10 (0.1 1/m2), 10 (10 1ms)

    5G , , , 2

    5G (ITU) 3GPP

    2017 3GPP 5G

    : , , , 5G

    : 2016 5G

    5G

    , ,

    : , ,

    : ,

    : 5G

    (Standardization), (Collaboration), (Service)

    Standardization(): 2017 5G 5G

    Collaboration(): 5G ,

    Service():

    3

    Executive Summary5G,

    .5G,,

    ,

    5G . 5G 5G

    5G .5G,,,

    ,5G,5G

    ,.

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.4

    5G 5G

    1984

    ,

    . 1990 2G, 2000 3G, 2010 4G

    10 2020 5G .

    2020 70% 500

    , 55% .

    ,

    , (Latency)

    5G .

    5G

    5G 5 2017 2 3GPP(3rd

    Generation Partnership Project, 3GPP) 5G 5G

    . 5G (International

    Telecommunication Union, ITU) IMT-

    2020, (4G) 20 (1 20Gbps), 10

    (0.1 1/m2), 10 (10 1ms) . 5G

    5G

    , , 13

    .

    5G , , 13

    Source: 25 ITU-R WP 5D

    5G

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.5

    5G

    . 1G , 2G

    , 3G , 4G

    , TV

    . 5G

    .

    ,

    (IoT) ,

    .

    5G

    Source: KPMG

    5G ICT

    Source: KPMG

    1 2 3 4 5

    1984 2000 2006 2011 2020

    1G+

    2G+/

    3G+/

    4G+

    /IoT/

    14.4Kbps 144Kbps 14Mbps 75Mbps 20Gbps

    , 5G (C), (P), (N), (D)

    .

    SK, KT, LG, , , , LG

    ICT, ,

    . ICT

    ,

    .

    Contents Platform DeviceNetwork

    CJ E&MOTT

    SKT, KTAI ,

    AI ,

    5G

    ,

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.6

    5G

    2016 162, 494 LTE

    185, 691

    LTE . 90 773

    (2G) 2000 5,047 (3G), 2010 1 5,500 (4G)

    20 . 24.7 (2G), 234.3 (3G),

    370.6 (4G) . 5G 2020

    3G, 4G

    , 2026 5G 2 3,175 50% 1

    1,588 . 2020 5G

    , 2026 635 60% 381

    .

    5G 2026 50% 1 1,588

    5G

    Source: (2013)

    5G

    5G 5G

    . ICT 17%

    5G

    . 1990 2G,

    2000 3G, 2010 4G

    , ,

    , 5G

    . , 5G

    5G . 5G

    ,

    , , 2

    .

    378 3,565

    11,588

    2%

    17%

    50%

    0

    10

    20

    30

    40

    50

    60

    0

    5,000

    10,000

    15,000

    20,000

    25,000

    2020 2023 2026

    ( )

    27 154

    381

    5%

    20%

    60%

    0

    10

    20

    30

    40

    50

    60

    70

    0

    100

    200

    300

    400

    500

    600

    700

    2020 2023 2026

    ( )

    5G

    5G

    () 5G() 5G ()

    (%) (%)

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.7

    5G

    .

    .

    CDMA 3G, 4G

    .

    2.5~5%. 2015

    79 ,

    251 . 5G 3GPP 5G

    , LTE 4G

    5G

    .

    5G

    2017 3GPP 5G

    . ITU 2016 5G , 5G WRC

    ()-15 5G

    . 2017 5G

    , 2019 WRC-19 5G 2020 10

    5G . 2017 5G

    5G

    .

    5G 3GPP

    2017 3GPP 5G

    Source: ITU Note: 5D#() ITU-R 6 SG5() WP(Working Party)5D

    2014 2015 2016 2017 2018 2019 2020

    5D#18 #19 #20 #21 #22 #23 #24 #25 #26 #27 #28 #29 #30 #31 #32 #33 #34 #35 #36

    Report Technology trend(M 2023)

    Report IMT feasibility above 6GHz

    Recommendation Vision of IMT beyond 2020

    Modifications of Resolutions 56/57

    Background&Process

    Circular Letters & Addendum

    Requirements, Evaluation Criteria, & Submission

    Templates

    Technical performance Requirements

    Evaluation criteria & method

    Proposals IMT-2020

    Evaluation

    Consensus building

    Outcome&Decision

    IMT-2020Specification

    Wo

    rksho

    p

    WRC-15

    WRC-19

    ITU 5G

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.8

    .

    (//), (/), ( /

    ) .

    ,

    . ,

    .

    .

    5G

    5G ITU 3GPP

    . ITU , IMT

    ,

    (framework) ,

    3GPP ITU

    .

    3GPP 5G

    , , , , , 193

    (Member State)

    . (Sector

    Member) ,

    400 ,

    ITU ,

    .

    5G

    5G

    10

    , LG 5,230

    ( ) 1,924 , 1,658 ,

    () 1,556 .

    ( ), ( ),

    (), (), (),

    CATT()

    .

    5G (

    )

    LG E-UTRA

    (

    )

    , E-UTRA

    (

    )

    .

    5G

    Source: (2016)Note: 5G . , (3G4G5G) , 4G 5G (3GPP Rel 8 ~ 13)

    518

    674

    757

    831

    862

    977

    1,556

    1,658

    1,924

    5,230

    CATT

    LG

    ()

    (5 )

    USB USB-C

    Source: (2016)

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.9

    5G

    ITU 5G

    . ,

    . 5G

    5G ICT

    .

    [1]

    .

    (Federal Communications Commission, FCC) 2016 7, 5G (28, 39

    ) . 5G .

    5G

    '(Advanced Wireless Research Initiative, AWRI)'

    4.

    [2]

    (EU) 2020 5G 7

    , (EC) 2013 5G

    5GPPP(5G Public-Private Partnership Association, 5GPPP)

    5G . GMS

    5G .

    [3]

    2017 3 () 5G

    5G

    . (Ministry of Industry and

    Information Technology, MIIT) 2016 11 5G

    52 5G .

    [4]

    2020 ICT 2017 5G

    , , .

    5G , , ,

    5G (5G Mobile Communication Promotion Forum,

    5GMF) 2020 5G

    .

    ,

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    KPMG Issue Monitor 61

    5G

    [5]

    5G

    (2014 ), 5G MASTER (2015 ), 5G

    (2016) . 2016 5G , 4

    5G

    . , , ,

    4 .

    5G

    4 5G : ICT

    5G

    (2020) 5

    (2022)

    1 9.4% ()

    15% () 1

    1.6 (2020) 15 (2026)

    5G

    . 2018 ,

    2019 . ,

    5G 3

    .

    5G

    2016 7 - - - 2018

    AWRI 5GPPP IMT-2020 5GMF 5G

    2017

    - 2022

    2022

    2018

    AT&T,

    ,

    ,

    ,

    ,

    NTT KT, SK,

    5G

    5G

    5G

    5G

    Source: KPMG

    Source: (2016) KPMG

    10

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.11

    5G

    . , ,

    , 5G

    .

    5G ,

    5G .

    [1]

    5G

    , ,

    , 5G .

    5G

    , 3GPP 5G

    5G

    .

    5G

    3GPP

    2017 3GPP NSA(Non-Standalone)*

    5G ( ) (RF) 28GHz

    6GHz

    5G

    , LG

    , SK

    4G 5G ,

    5G

    2016 11 3GPP

    .

    5G , ,

    ,

    2017 2,

    5G RFIC(Radio

    Frequency Integrated Circuit)

    LG 80MHz (MIMO, Multiple Input

    Multiple Output) FDR ** , 5G

    Source: KPMGNSA*: 5G LTE FDR **: 1

    ,

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    5G

    KT

    2010 5G , 5G

    16 6 (The Next Generation Mobile Networks, NGMN) 18 5G 3GPP

    16 11 5G R&D

    SK

    16 8 AT&T, , 15 5G

    11 5G , 5G (5G Automotive Association, 5GAA), BMW 5G T5

    , (Federated Network Slicing)

    LG

    MWC 2017 5G (Self BackHoleNode)

    5G 5G , 5G

    , , , , , 5G (Verizon 5G Technology Forum, V5GTF)

    5G IoT , , 3

    17 11 5G , 17 5G

    AT&T

    16 2 5G , 17 1 5G 5G Evolution

    17 , DirectTV Now 5G

    16 SK5G

    5G NB-IoT

    5G 17 3 42 17 4~5 5G

    , 20 5G 1

    NTT

    19 6 ITU 5G , 20 10 5G

    5 5G

    5G

    Source: KPMG

    [2]

    5G

    . , , ,

    5G . 5G

    ,

    .

    5G

    12

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    5G

    5G , ,

    . ,

    , , 5G

    5G .

    Source: KPMG

    5G

    5G (Virtual Reality, VR),

    . 4G

    5G

    ,

    . Full HD 4 4K UHD, 16

    8K UHD

    , (Augmented Reality, AR),

    .

    , , , ,

    , .

    5G , ,

    Upstream Customer

    Telecommunication

    - 5G -

    Downstream Customer

    ,

    13

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    [1] (VR)

    1 360 .

    .

    ,

    . ,

    .

    , VR

    .

    [2] (AR)

    5G

    .

    , , .

    SK

    .

    3D

    .

    [3]

    .

    ,

    , 360 .

    ,

    , , ,

    5G . 2016 12 ,

    .

    .

    ,

    14

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    , 5G . ,

    5G 1km2

    4G 10 100 ,

    2020 500 . , 5G

    . 5G

    , ,

    ,

    , . 5G

    . 5G

    , ,

    .

    [1]

    5G .

    . ,

    . ,

    , ,

    , ,

    .

    .

    , ,

    Source: KPMG

    SW

    IBM

    LG

    ABBSchneider

    , , , , , , , , ,

    , - , , IDC,

    15

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    [2]

    0.006 .

    5G

    , .

    .

    GT 50 28

    1 100 . 5G

    ,

    ,

    .

    5G

    . 5G (Artificial Intelligence, AI)

    ,

    . 5G

    . 5G

    .

    5G

    .

    IT

    Source: KPMG

    GM

    2018

    ,

    BMW

    LG

    MS

    NASA

    ,

    IoT SK

    KT

    16

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    [1] (AI)

    5G .

    .

    .

    5G

    .

    ,

    (Digital Flywheel) .

    , ,

    .

    [2]

    3 CES 2017, MWC 2017 ICT

    5G . 5G

    / ,

    .

    , . ,

    , , , ,

    , .

    Source: KPMG

    (Siri) 2011 10 , , OS

    (Alexa) 2014 11 ,

    (Assistant) 2016 5 , ,

    2(Deep Speech 2) 2016 9 , ,

    (Cortana) 2016 12 AI

    SK (NUGU) 2016 8 ,

    (Bixby) 2016 11

    (Clova) 2017 3 , AI

    () 2017() ,

    , ,, ,

    17

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    5G .

    .

    ,

    . ,

    .

    5G

    . 5G

    , , ,

    , ICT

    . 5G

    .

    (Standardization), (Collaboration), (Service)

    .

    (Standardization)

    80%, 89%

    . ,

    5G (First

    mover) , 5G

    .

    , 5G

    . , 5G

    . , ,

    .

    2017 3GPP 5G

    . 2017 5G 5G

    .

    , ,

    5G

    18

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    (Collaboration)

    5G .

    , , ,

    5G

    .

    ,

    3GPP .

    ,

    , 5G

    5G

    .

    ,

    . 5G

    , .

    ,

    . 5G ,

    , ,

    .

    ,

    TIP

    5GAmericas

    5GPPP

    NGMN

    5GForum

    5GNF 5GTSA

    AT&T

    KTSK

    LG

    NTT

    5G

    Source: KPMG

    119

  • KPMG Issue Monitor 70

    5G ,

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliated

    with KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

    (Service)

    . 5G

    .

    .

    .

    , ,

    .

    . ,

    .

    SK

    (Alexa) (NUGU)

    ,

    . 5G

    .

    .

    Source: KPMG

    AT&T

    , 2016 10

    , ,

    , 220

    5 ,

    ,

    ,

    5G (5GAA)

    , VR

    SK

    ,

    (NUGU) , ,

    KT

    , , ,

    (Genie) , ,

    20

  • kr.kpmg.com

    2017 Samjong KPMG ERI Inc., the Korean member firm of the KPMG network of independent member firms affiliatedwith KPMG International Cooperative (KPMG International), a Swiss entity. All rights reserved. Printed in Korea.

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