牛津经济研究院：限制竞争对5G网络设备的经济影响（英文版）（100页）.pdf

1、DECEMBER 2019 JUNE 2020 AN ECONOMIC IMPACT STUDY RESTRICTING COMPETITION IN 5G NETWORK EQUIPMENT THROUGHOUT EUROPE 1 Restricting competition in 5G network equipment throughout Europe Executive summary 2 1. The 5G opportunity 6 1.1 5G rollout in Europe 7 1.2 The impact of coronavirus on 5G rollout 8

2、1.3 The economic benefi ts of 5G 9 2. How the 5G infrastructure market works 11 2.1 Who are the key players in the European market? 11 3. How we assess the impact of restricting 5G competition 13 3.1 What happens if Huawei is restricted from competing? 13 3.2 Our three-stage modelling approach 14 3.

3、3 Transmission mechanism of competition restrictions 15 3.4 Accounting for uncertainty 16 4. The economic impact of restricting 5G infrastructure competition in Europe 18 4.1 Total impact of restricting competition acrossEurope 18 4.2 Impact of restricting competition in each country 19 County-by-co

4、untry analysis 2080 Appendix 1: Glossary of terms 82 Appendix 2: Modelling approach and methodology 84 Appendix 3: The Global Economic Model 93 Appendix 4: Full results 96 TABLE OF CONTENTS 2 Restricting competition in 5G network equipment throughout Europe EXECUTIVE SUMMARY The next generation of m

5、obile technology, 5G, ofers enormous opportunities for countries who facilitate its widespread provision. During the global coronavirus crisis, telecoms networks have kept vital health, education and emergency services online, helped many businesses to smoothly shift to remote-working patterns and a

6、llowed friends and family to stay connected. As social distancing has become the norm (in the short run, at least), digital infrastructure has played an ever-more important role in keeping the wheels of the economy turning. Furthermore, the faster connection speeds achieved using the 5G network, and