Huawei laid out a four-part roadmap to speed up trade development throughout a keynote at MWC in Shanghai, suggesting livestreamers symbolize a profitable consumer section, rising from 10 million in 2022 to 130 million in 2030.
In sum — what to know:
Excessive-value customers – Huawei sees sturdy development alternatives in serving rising consumer segments similar to supply riders and livestreamers – teams with higher-than-average knowledge and voice utilization.
HD video push – a coordinated trade effort is required to handle the availability hole in HD video, a key driver of information consumption and community monetization potential.
AI and FTTR for SMEs – fiber-to-the-room (FTTR) and AI connectivity provide telcos a technique to unlock new worth within the small enterprise market, enabling higher Wi-Fi and smarter companies.
Huawei chairman Eric Xu laid out a four-part roadmap to speed up telecom development throughout a keynote at MWC Shanghai 2025, urging operators to adapt to shifting consumer behaviors and fast-evolving demand pushed by 5G-Superior (5G-A), synthetic intelligence (AI), and high-definition video. Xu mentioned income development is stagnating in mature markets, with primary shopper wants largely glad and a surplus of infrastructure funding.
To handle this, he outlined 4 pathways to drive new development.
Focusing on new segments
The primary space of focus is figuring out high-growth consumer segments. Xu highlighted supply riders and ride-hailing drivers as heavy cellular customers, noting that in China, meals supply riders common 800 minutes of voice utilization per 30 days – 1.6 occasions greater than the typical consumer.
Livestreamers are additionally rising as a extremely worthwhile section. Their numbers are anticipated to rise from 10 million in 2022 to an estimated 130 million by 2030. “Livestreamers can use as a lot as 100 GB of information per 30 days, producing 4 occasions the ARPU of a median consumer,” Xu mentioned. He added that different rising use circumstances – together with esports, sensible glasses, and cellular work on high-speed trains – additional underscore the necessity for tailor-made connectivity.
Ecosystem for HD video
Xu known as for a stronger trade ecosystem to assist HD video consumption, which stays underdeveloped. “Solely 22% of cellular video visitors is at the moment 1080p or increased,” he mentioned, citing bandwidth prices for OTT suppliers, restrictive pricing insurance policies, and gadget limitations as key obstacles.
“Carriers want to cost outbound bandwidth extra fairly and encourage OTTs to ship extra HD content material,” he urged. He additionally known as on OTT suppliers and gadget producers to enhance the standard and effectivity of cellular video experiences, which might, in flip, assist increase consumer engagement and ARPU.
5G for linked autos
Xu emphasised the necessity to prolong 5G connectivity to autos, unlocking a wave of connected-car companies. However he acknowledged hurdles stay. “Carmakers are reluctant to undertake 5G attributable to excessive mental property prices and costly T-Bins,” he mentioned. He known as on the GSMA to assist scale back these obstacles and proposed a twin mannequin – B2C for in-cabin experiences and B2B for car telemetry.
FTTR and AI for small enterprise
Lastly, Xu highlighted micro and small companies as a significant development frontier. He mentioned FTTR – already profitable in high-end residential broadband – can now be utilized to small industrial environments.
“This type of FTTR resolution can present full Wi-Fi protection through high-speed, low-latency, and steady networks,” Xu mentioned. With over 500 million small companies worldwide, Huawei sees important upside. “Serving these companies with FTTR will unlock substantial new alternatives,” he added, significantly as AI-integrated companies change into more and more widespread.
