1) Korea is the whole world country of large-scale commercial of the first 5G, user development is rapid
·Korea area kilometer of 99 thousand square, be less than Chinese Zhejiang province or Jiangsu province slightly, total population 51.64 million. Population height is in centrally the city such as hill of an Er, boiler, head Er city encircles population 25.6 million, 49.8% what occupy national total population, the population that centers highly distributings bring what operation business builds net cost to reduce. To 2019 the end of the year, korea 5G is enclothed rate 93% what reach total population.
·Before 5G is released, mobile user gross is Korea 66.74 million, among them 4G user quantity is 56.3 million, 84.0% what occupy mobile user gross. In user distributinging respect, the mobile user quantity of SK of business of 3 big operation, KT, LG U+ occupies Korea to be than parting 41.2% , 26.3% with 20.3% .
·On April 3, 2019, business of 3 big operation rolled out Korea formally to face the 5G business of consumer individual to serve with the network, make the whole world country of commercial of the first enlightened 5G, provide smartphone formula in the light of edition of SamSung Galaxy S10 5G and edition of LG V50 ThinQ 5G. Among them what LG uses is China the equipment that it is 5G.
·After business used 5G in April 2019, korea 5G user jumps all the way. On June 10, 2019, number of user of 5G of Korea of two months time exceeded 1 million. By June 2019, quantity of its 5G user already was amounted to 1.34 million, 2.3% what occupy mobile user gross. At the beginning of August 2019, gross of Korea 5G user already exceeded 2 million.
·On September 9, 2019, the 5G user number of Korea was broken through 3 million close greatly. In October, 5G user is broken through 4 million. Korea will exceed user of 5 million 5G to the end of December.
·Korea 5G business is used only between a long time of half an year, number of Korea 5G user exceeds 5 million namely, it is nearly 3 times of 4G the corresponding period, permeability is close to 10% ; The discharge of average per capita of 5G achieves 28GB, equipment of the VR in the 5G terminal that the user of more than 3 times; that is 4G user uses is occupied nearly 50% .
·Love report establishing a letter to show, by 2019, global 5G autograph makes an appointment with an user to will be achieved 13 million. Up to now, the most market that has rolled out makes an appointment with user collection to 5G autograph average the excessive price of nearly 20% . To 2025, the autograph of 5G makes an appointment with an user to will be achieved 2.6 billion, cover the whole world the population of 65% , 45% what take total flow of global shift data.
2) uses an user to push to 5G migratory, korea operation business rolled out the terminal allowance of high specified number
·Korea 5G at business was used in April, the 256GB version price of the mobile phone of Galaxy S10 5G that SamSung releases at the same time is 1397000 Han yuan (about 8259 RMBs) , 512GB version price is 1556500 Han yuan (about 9202 RMBs) . LG U+ rolled out discount privilege above all, buy Galaxy S10 to be able to enjoy 35% discounts. Immediately SK adjusts discount privilege 40% .
·Retail data discovers Korea 5G mobile phone, growth of 5G retail data is the rapiddest be not 5G network to build a best Er metropolis group, have not cover the boiler mountain area of 5G network however, the terminal allowance strength that the reason is boiler country region is the greatest, attracted a large number of users to change 5G mobile phone.
3) 5G brings what income of business of 3 big operation and ARPU are worth Korea to rise
·The user after Korea 5G business is used grows speed Yuan Chao at the outset 4G, and the ARPU of 5G user (every average income) with DOU (his month all discharge is consumed) far also times exceeding 4G. Acting when 5G user is willing to spend more money for the product.
·On ARPU, compare 4G, the average ARPU value of 5G promoted 75% , at the same time price fall goes to every GB of 4G very one of, those who realize operation business and consumer is double win.
·Formula of Korea 5G business has multiple choice, the price is 55000 Han yuan (47.7 dollars) , the basic formula of discharge of 8 – 9GB, still have the price from 75000 Han yuan (65.1 dollars) case, 150GB above sheds a series of formulas of the quantity. Offer low end compulsively as a result of the government besides 5G lowest archives the privilege of the crowd, 5G endowment cost is relative at LTE endowment cost promotion is between 10% 20% . But 5G product is average every million bit endowment cost drops considerably.
Graph: The wireless income of SK and ARPU
Graph: The wireless income of LG and ARPU
4) LG U+ realizes portion counterattack in 5G domain
·In Korea in business of 3 big operation, LG U+ is behaved on 5G user growth relatively outstanding. Before 5G is released, the share of mobile user market of LG U+ is made an appointment with 20% ; After 5G is released, the 5G user of LG U+ is counted all the way steady growth. Up to in June 2019, the share of 5G user market of LG U+ already was amounted to 29% , and other telecommunication of SK of two operation business and KT show now to slip however or fluctuant trend; The 5G user permeability of LG U+ also is highest, number of its 5G user is achieved 387000, occupy the 2.8 ％ that company total user counts, prep above is other two operation business. The 5G user number of LG U+ and market share increase period of 4G of fast prep above, hopeful breaks original SKT/KT/LG U+ 5:3: 2pattern, form 4:3: 3new structure.
·Survey firm IHS Markit measures fast report to show in the Korea 5G that the first ten days of a month will release in August, 5G business uses the field of rate of the biggest be issued to lower levels of the network, LG U+ is SK telecommunications 1.4 times, 1.2 times of KT; Average the shortest when delay a respect, LG U+ is SK telecommunications 40% , 70% of KT.
5) LG U+ abounds get victory with application, game of VR/AR, high-definition direct seeding, cloud becomes class of killer of 5G head wave to apply
·An analysis report of research organization Strategy Analytics shows: Korea LG U+ besides network quality, the application such as the VR/AR content that still changes through difference can realize 5G market share to promote 9 percent than 4G.
Graph: The is core with VR/AR 5G application content that LG U+ provides at present is most rich
Graph: Buy LG U+5G highest formula to be able to acquire VR facility freely
6) LG U+ is breach with business of content of 2C innovation business
·The recipe with successful LG U+ was to roll out a series of is enmeshed the 5G media experience of type. Inchoate, they bound 5 big new business in 5G formula: U+ sports match (professional baseball) , U+ sports match (golf) , U+ God direct seeding (Idol Live) , AR Live, VR Live
·LG U+AR/VR commercializes one of successful recipe is " makes the AR/VR content " that lets a person shine at the moment. LG U+ is current advocate hit " to star / God " card, key around star / God will make extremely attractive AR/VR content, bring to the user through 5G system experience of " in real time together with star " , can achieve very clear standard at present.
Direct seeding of 7) sports match: U+ profession baseball and U+ golf
·Offer 360 degrees of matches direct seeding and wonderful time put a service; The user can choose to watch the game from angle of many positions, enlarge, support much screen is broadcasted and real time graph folds " of buy "AR stereo hookup;
·Can realize drive movement of the player to answer put, through be in specific place, like the ball park home base board or golf serve much stage camera is set all round the stage, the user can adjust the perspective all round the player freely, view the drive action of the player from aleatoric angle, but the drive skill of specific observation player. Can go up in mobile equipment undertake magnify and narrowing. Can see wonderful moment already, can observe the drive skill of the player again.
·It is reported, to realize this one function, want to install 60 camera inside stadium, transform expense taller, because this U+ chooses cooperative mode. It is with the ball park exemple, u+ and baseball are allied (exclusive) , hookup business cooperates together, share content. This content is broadcasted with 5G, use up 4.1GB about hourly.
The golf of 8) LG U+ and baseball application offer much screen to view business
·The mobile phone of V50 ThinQ 5G that LG rolls out is deployed outside fittings of the Shuang Bing that register form, carry 6.2 inches of screen, can become " of mobile phone of " Shuang Bing to run different job.
·Shuang Bing brings watch sports match and concert with different perspective, when playing game can a screen reincarnate and fictitious handle is used wait for a function to be able to upgrade effectively user experience.
9) star direct seeding: U+ Idol Live
·This business makes full use of star of KPOP Han lumen is in the heat of Korea, offer famous Han to shed the video living broadcast of God group performance and recorded broadcast, the most welcome in female user and young user.
·The user can watch a concert through video of 360 degrees of VR, can choose most the close-up video that the actor or artist that like watchs their show, same time can choose at most 3 actor close-up is watched in same screen.
·Can view different perspective at the same time (arena front, flank, rear, film solely by LG U+ ) , different speed or different actor, still can be between different perspective and actor real time switch. And can be during spot direct seeding, return miss or hope to repeat watched share.
10) U+ VR
·LG U+ is emphasized make distinctive VR content, investment Venta VR/Amaze VR (offer exclusive 3D VR) wait for content of much home VR to make a company; With Korea network caricature Horang Studio of the atelier that make signs exclusive agreement.
·U+VR content is rich, up to 19 years on September 30, include many 950 video, among them more than 700 are exclusive video.
·There is Hanliu to star in application exclusive content, and the performance video O Show with circus wagon sun and Kurios, still have the of all kinds content such as " of appointment of caricature of newsreel, travel, network, comedy and " star. Among them, fictitious appointment is to be in the video of a kind of VR with Asian more and more popular market.
·Because contain the cost of VR video taller, u+ sells other operation the pattern such as business production content in active exploration, be in at present negotiate with domestic operation business and European operation business cooperative matters concerned, at the same time U+ already with China to form the collaboration of this respect, be about to content sells China for, the user can be in China to be watched on video.
11) U+ AR
·Offer a series of AR content, the true person that the user sees specific Hanliu stars through hand function is holographic and video in the user located the activity in the space. The video of perspective of real time freedom of true person of the transcribe in the U+AR atelier that LG U+ is located in an Er in its, accumulated a large number of star exclusive content;
·Up to on September 19, u+AR already had 1400 AR holographic and video can offer watch, these content are supplied solely in U+AR platform. Administrative layer says this atelier is the first to be able to make the kinescope canopy of video of 4K high-definition AR.
·Pass the video of perspective of real time freedom in true person of the transcribe in the studio, the true person that the user watchs star of lumen of a certain Han or gem gal drill through the mobile phone is holographic and video, the video that can film themselves or friend dance beside the star that loves most, the newest and fashionable steps that follow closely stars, what perhaps carry gem gal drill is holographic and video the action that corrects an user, never leave home to be able to attend gem gal class. The user can star with Hanliu fictitious and video undertake animation of the dance of street of 360 degrees of interactive, one take off, GIF that make is reached take a picture etc.
The new service of 12) LG U+ : Groom on network of intelligence of Smart Home Training
·LG and Kakao VX cooperate, the family that special development is based on 5G grooms the service of the market, provide a variety of 200 healthy content, shirt-sleeve all sorts of technologies such as AI and AR. AI coach can train content to carry out a movement in that way like traditional family not only, still can correct a pose in real time. Exercise the accuracy of calorie of time of will automatic analysis, flaming and every movement after finishing.
·Plan of LG U + will groom on network of intelligence of "Smart Home Training " development becomes an open platform, can from above buy relevant video content and family to groom relevant product and food.
The new service of 13) LG U+ : U + AR shops
·LG U+ and collaboration of Eyecandylab of company of Korea newly established are rolled out brand-new AR application, allow an user to implementation shops and be enjoyed through mobile phone AR 95 fold. The user can film directly through the mobile phone the picture of the television, next the content that mobile phone end can be based on television synchronism to broadcast, play the AR setting that gives correspondence, for example: Match of car, fish, sports is waited a moment, and be enmeshed the effect of type is better also. Below partial setting, still blended in shopping module, click corresponding 3D article, can enter article detail page, can browse next sheet to buy directly.
Business of 3 big operation pushs 14) Korea cloud game
·SK telecommunication and Microsoft couplet hand push give "Xcloud" of platform of game of high in the clouds,
·LG U+ and NVIDIA collaboration roll out "GeForce Now" of brand of game of high in the clouds.
·KT and collaboration of Ubitus of cloud game expert offer 5G cloud game to shed media to serve, this service was started in March 2020, will offer solely for its 5G client.
