Appledore tracks developments in the industrial automation and private networks space. In our
market outlook, Appledore identified that much of the new opportunity in 5G would be in private
networks. We estimated that the incremental market for industrial 5G is between USD $115B and
$130B by 2029, a significant growth opportunity globally. However, this opportunity will vary between
different industrial segments and global regions. Success in private 5G and industrial automation
requires new business models, ecosystems, and cross-industry relationships.

With 5G and Open RAN technologies, we believe that there is an opportunity for vendors that can
combine both telco knowledge and enterprise IT expertise. Vendors with this combination of skills
have an opportunity to define and grow a new networking market.

We believe that VMware is putting in place the right approach by leveraging both its strong telco
network credentials in 5G and LTE, with its strong position in enterprise IT. With this foundation it
can focus on the key needs of enterprises, whilst encapsulating the existing complexity of
telecommunications networks in an easy to use and functionally rich solution.

In this profile, we discuss how VMware is taking a leading role in bringing LTE and 5G private mobile
networks to a wider enterprise market. We look at both the opportunities that the VMware’s
approach can facilitate, but also look at the challenges they face in what is a non-traditional field
for telecoms technology and vendors.

Download the analyst report here.