a look at the 5g opportunity - street light price

The article first appeared on the trend Investment in August 2, so all the data were as of that date.
5g network is next (fifth)
Mobile Generation (wireless)
Internet connectivity, providing faster speeds and more reliable connections on smartphones and other devices than ever before.
These networks will help promote the tremendous development of the Internet of Things (IoT)
Technology, providing the infrastructure needed to carry a lot of data, making the world smarter and more connected.
The 5g network operates on the radio signal under the wireless radio access network (WRAN).
For example, Gartner predicts 20.
By 2020, 8 billion devices will be connected to the Internet, while 6 will be connected to the Internet. 4 billion today
With the development going smoothly, the 5g network is expected to be launched around the world in 2020, working with the existing 4g technology to provide faster connectivity, no matter where you are, can be kept online.
A lot of people may have noticed or heard about the 5g network, but what exactly it is, after all, it is only a number higher than 4g.
So how fast is it?
In the end, with a fully normal deployment speed, you can download four high
Define 4 k movies in one second.
Like flying cars, this is a very short-term reality and the speed of the Internet is flying soon.
Smart cities will need an advanced digital service infrastructure that will provide huge data service capabilities for governments, residents and businesses to access them anytime, anywhere.
5g is expected to help operate airports, highways and railways more effectively.
The 5g tower network will provide an internet-covered umbrella for our future smart cities. Our cegizmodo summed up the 5g very well and pointed out: there are several reasons why the source 5g didn't arrive earlier
First, it takes time for technology to develop.
It is also important that the demand for data transmission does not really exist due to the small number of connected devices.
Network connection depends on terminalto-
End IP addressing scheme. Ipv4 uses a 32-
Provides a bit binary scheme of about 5 billion IP addresses.
4G.
With the progress of technology, Ipv6 came into being.
It uses a 128-bit addressing scheme containing more than 340,000,000,000,000,000,000,000,000,000,000,000,000 addresses.
This should be enough to meet the needs of the arrival of 5g and the internet of things.
Back in January, AT&T (T)
Announced plans to become the first major network to launch 5g services to 12 states in the United StatesS.
At the end of the year (2018)-
From two people in Texas. Dallas and Waco)and Atlanta.
AT&T also revealed that it was followed by Charlotte and Raleigh in North Carolina and Oakland.
In order for users to make the most of the 5g, AT&T also plans to provide devices built specifically for the network.
Melissa Arnoldi, president of AT&T Technology and Operations, said in a statement: the first commercial Volume 5g
S. , South Korea and Japan will be out this year and next.
So you might ask, what impact will this have on me?
Big deal, now I can download a movie 10 times faster.
What's more, it's almost like walking into a sci-fi movie where we can now hop on an electric car and tell the audience
Board your destination with a 5g-enabled device and get advice on local attractions, restaurants and bars in the process (Advertising).
You can even make a video call on the road, order a meal before you arrive, or let them know that you will be late.
5g will work under the umbrella so that no matter where you are in the closed circuit area, you can always be online.
5G will be 100x faster than 4g lte and 10 times faster than advanced (broadband)
4G LTESourceHome service Wifi will be out of date as now you are getting faster and faster creating a "always online" scenario.
This also means that there is no longer a need to wait for the installer to arrive as there is no need to connect to a cable to the home or office --
All you need is 5g enabled.
No longer dig trenches ditch, no longer move the suspended network cable, no longer need network switches, routers and other expensive infrastructure.
All that is needed is satellite, fiber optic or 5g tower with 5g "umbrella" connected via network ".
Fiber is used to transmit light between two ends of the fiber, where they allow higher bandwidth (data rates)
The segment distance is longer compared to the cable (up to 40km).
5g has additional advantages that are not subject to electrical interference.
You can send signals at speeds of more than 10 gb per second.
Fiber is likely to connect the city to a large network.
This can even reduce the demand for expensive satellites.
SOURCE 5G will open a new era of the Internet of Things (IoT).
Smart Grid, Smart machines, connected robots, and telemedicine.
In our daily life, automation is getting higher and higher, and the demand for higher communication speed is crucial for future economic growth.
5g will accelerate this process.
For example, 5g will help balance power consumption, which is invaluable in many industries.
The intelligent manufacturing of the smart 5g factory is an obvious example. Long-
The long-term beneficiaries of 5g will be the deployment of mobile telecom companies (in the USA -
AT&T, Verizon, T-Mobile/Sprint)
, And the Internet service providers that will operate under them.
Although the initial capital expenditure telecom companies should accept 5g due to low energy consumption and maintenance costs.
Traditional large desktop computers are out of date.
The 5g will accelerate this process, but will be replaced by a new generation of "mobile" devices, as well as those that will benefit from the manufacture of these devices.
Keep in mind that as long as 5g provides a high quality connection almost anywhere, we will become mobile devices.
Hardware changes we will see laptops with 5g sim/chipset enabled (
Can be sent and received)
We need a lot of these chips.
Smart TV, next-
Mobile phones, portable network modems, and the need for massive storage and data centers.
Next-Generation SSDs that support these centers.
Autonomous semi-autonomous
Electric vehicles (EVs)
All related items including batteries (
And the required metal).
Software and Applications change the medical and monitoring devices that can be connected, 5g of prosthetic limbs enabled, and a new range of applications for our mobile services
Outside, at home, in the car, in the office.
The Home app may run the house and all devices from a 5g connected smartphone or tablet (
Tablet with SIM card).
You can think of almost anything running on current that can enable 5g.
Once we see 5g running, the development of the new generation will become more obvious.
The future of 5g may allow us to live in a city where a closed 5g network will allow us to drive (or not driving)
Self-driving car. . . .
Even waiting for the driverless bus where we can scan devices that support 5g that automatically exit our account.
With the development of interactive 3D smart applications, the way we shop may also change.
5g will enhance the game, virtual reality and augmented reality. High-
Speed data stream will further open the online entertainment world (
Video streaming, etc).
All of this will further drive online software (mostly apps)and hardware (VR headphones, etc).
5G telecom is looking for big short-
The capital expenditure period for the launch of the 5g network has increased.
Many countries have invested heavily in network infrastructure and have connected fiber optic cables to roadside, home and businesses.
Will these countries try to stop the technology and lag behind the rest of the world in developmenttake of 5G?
Will dealing with these countries upset international trading partners?
In addition, employment in the old infrastructure sector will be significantly reduced.
On the positive side, 5g wl will create greater jobs in software and application development.
The 5g needs to take advantage of higher radio frequencies, which, due to limited transmission of radio signals, have a smaller geographic area covered by radio frequencies, but can support a higher data rate.
This means that the 5g network will require a more dense antenna network than the 4g previously required.
The city will need to determine how to best accommodate a large number of 5g transmitters.
One idea is to use the existing lamppost.
The 5g transmitter can be installed on our street lights and smartphone shipments will grow from 2 million in 2019 to an impressive 1.
In 2025, the SourceGlobal 5g network equipment market forecast growth of 5 billion, a compound annual growth rate of 59.
3% source from 2019 to 2025: Cisco and stistamobile telecom disclosure system andT)
AT&T is one of the largest communications companies in the world.
Cable, satellite TV, wireless and broadband services are available.
More importantly, AT&T has more than 0. 141 billion mobile users and more than 45 million video users.
AT&T has started launching 5g in the US. AT&T (USA)
Announced plans to become the first major network to launch 5g services to 12 states in the United StatesS.
At the end of the year (2018).
AT&T has launched its so-
Known as the "5G evolution" network, it is not actually 5G.
Instead, these networks use the technology of existing LTE advanced networks.
Nevertheless, they do have much faster data than AT&T's existing 4g network.
So far, 23 major markets have introduced "5g evolution", including Atlanta, New York, Chicago, Los Angeles, San Francisco, etc.
Finally, the merger with entertainment giant Time Warner will add content to AT&T's products.
Time Warner's entertainment assets include TBS, TNT, HBO and Warner Bros. studios.
5g is becoming the perfect platform to offer all AT&T communications and entertainment services.
Verizon Communications (VZ)
Verizon has more than 0. 15 billion wireless subscribers.
The company's wireless network covers 98% of the United States.
Verizon added 2.
In 2017, the company provided 1 million internet telephones to its customer base.
Kiplinger said: "The company expects to double its media business in the next two years by leveraging digital content and advertising assets obtained through the acquisition of AOL and Yahoo.
Add this to the mix and expand Verizon's ad audience to 1.
3 billion potential audience
Before the launch of 5g, Verizon strengthened its fiber assets last year by acquiring direct and XO Communications.
The company successfully tried 5g in 11 residential markets in 2017 and plans to commercial 5g in three to five markets in 2018.
Verizon estimates its initial 5g market opportunity for 30 million American households. "T-Mobile (TMUS)/ Sprint (S)The combined T-
It is estimated that Mobile/Sprint has more than 0. 126 billion mobile customers, ranking third in the United StatesS. mobile carrier.
T Mobile recently with Nokia (NOK)in a $3.
Supply of 5G network equipment is 5 billion. T-
Mobile plans to deploy mobile 5g from 2019, 30 cities have been named so far, starting in New YorkA.
Dallas and Las Vegas. T-
Mobile plans to cover 2 out of 3 in the US by 2021 and 90% by 2024. Vodafone Group [LSE:VOD](VOD)
Vodafone Group is a global mobile telecom operator with 522.
There are 8 million mobile customers and 18.
8 million fixed broadband customers worldwide (
Second only to China Mobile).
Vodafone announced that seven cities will become the pilot area of Vodafone 5g later this year.
Relevant cities include Birmingham, Bristol, Cardiff, Glasgow, Liverpool, London and Manchester, and the test will begin from October to December 2018.
Kiplinger said: "Vodafone and Huawei, Ericsson, Nokia, Qualcomm and Intel (INTC)
Study the 5g technology and prepare the network for the transition to the 5g standard.
The company recently tested the world's first 4g. to-
5g real-time data calls and more 5g trials are planned in Europe in 2018.
Other China Mobile (CHL)
Singapore Telecom, Japan Telecom (OTCPK:NTTYY)Soft Silver (OTC:SFBTF)OTCPK:SFTBY).
Supplier of network equipment (E.
Transmitter G: 5g)HuaweiPhys.
Organization status: "Low-
Huawei is by far the biggest winner.
The company has invested heavily in research and development and has managed to weaken its competitors with cheaper products.
Huawei chief executive Ken Hu said at the conference that Huawei has signed a 5g equipment memorandum of understanding with 45 operators in Asia, Europe and North America. "Nokia (NOK)
Nokia is far ahead of 5g and is leading the industry in helping operators launch commercial 5g products.
Just this week, Reuters announced:
Mobile America agreed $3.
5 billion, the world's first 5g Award. T-
Nokia will offer $3 to Mobile US.
Next 5 billion
5g network equipment.
Nokia will provide T-
Mobile devices and their wireless access platforms and cloud
Connected hardware, software, and acceleration services.
The heated wireless report said Nokia had announced a trial of 505g as of March 2018. Ericsson (ERIC)Phys.
Quote from Ericsson chief technology officer Erik Ekudden at the World Mobile Communications Conference in Barcelona.
Intense wireless reports say Ericsson has signed 38 5g carrier agreements as of March 2018.
Mobile devices that support 5g (
Smartphones, tablets, mobile phonesLaptop enabled)
Samsung Electronics (OTC:SSNLF)
As number one in the world
1 smartphone maker Samsung is in a good position when customers upgrade their smartphones to access 5g.
As a 5g device supplier, Samsung will also benefit from the data storage boom in the future.
Global manufacturing: South Korea's debut at the Pyeongchang Winter Olympics, 5g, has successfully led the world.
Korean telecom operator KT was involved.
Using technology from Intel, Ericsson and Samsung ElectronicsApple (AAPL)
Recently, it is reported that the iPhone series of Apple 2019 will be 5g enabled.
It is unclear who will provide a modem for the new 5G Apple iPhone.
It may be Intel, Qualcomm, or Apple.
In any case, a new 5g model should be unquestionable
IPhone, mobile
IPad support, even mobile
Enabling laptops will be a huge success for Apple.
As we all know, Apple's customers are ready to pay for the latest and best products.
Apple devices supported by 5G should be very popular, with a speed increase of 10 times.
Apple's growing service sector will also benefit from 5g.
Huawei, Oppo, Vivo and Xiaomi are also among them.
Qualcomm (supplier of modems and intellectual property)QCOM)
Qualcomm is the world leader in semiconductor and telecom equipment.
Most of Qualcomm's revenue comes from smartphone chips and technology licensing.
Qualcomm claims to have the world's first 5g modem.
Qualcomm said that the Snapdragon X50 5g modem can download up to 5 Gbps, 5 times faster than the fastest 4g modem, which also happens to be the Snapdragon X16 of Qualcomm modem.
ZDNet reported on April 2018 that Qualcomm announced that its Snapdragon X50 modem chipset was selected by 19 global operators for the upcoming mobile 5g trial.
Skyworks Solutions (SWKS)
Skyworks Solutions offer RF chips for wireless connectivity on smartphones and other devices.
This means that with billions of new devices capable of receiving 5g, Skyworks is perfect for getting the proceeds.
Sky5 is the unified platform of Skyworks, which will power the revolutionary 5g application.
Skyworks plans to release chips that support Sky5 by the end of 2018. Intel (INTC)
Intel has also developed a 5g modem.
Their 5g modems are available for mobile phones, driverless cars, drones and smart city sensors.
Others include Ericsson (ERIC)
Huawei, Nokia and Samsung.
Note: telephone companies such as Apple (AAPL)
Samsung, Huawei and other companies will benefit from upgrading consumers to better phones to take full advantage of the benefits of 5g (
More apps, 3D video streaming, virtual reality, etc). Data-
Central OEMsCisco systemCSCO)
Cisco Systems are transitioning their business from traditional switch and router hardware to cloud computing and subscriptions --based software.
Cisco is the world's largest network hardware company.
In recent years, the company has completed several major acquisitions in the software field, and recently, Broadsoft, industry leader in the cloud field
Based on call center software.
Cisco has business in many areas, including supporting large-scale enterprise networks and server providers.
Cisco aims to grab 5g of market share by offering more flexible software
Alternatives to traditional network devices.
The company is working with more than 20 network operators to launch cloud services
Based on the solution, provide most of the 5g functionality on existing devices without major hardware upgrades.
Remember with some-to-
Point connections Cisco does not need expensive switches and enterprise routers when software solutions are available.
Cisco puts rural areas in the UK first, taking the lead in 5g rural pilot, the government-
This will explore the potential of 5g in rural areas.
The goal of the project is to create a complete terminalto-
Terminal 5g test bed system, the overall goal is to ensure that 5g connections are affordable and accessible in rural areas, usually in remote locations.
Others include Dell emc, HP Enterprises (HPE), IBM (IBM)and Lenovo (OTCPK:LNVGY). Data-
Intel (INTC)
Intel is known for providing CPU chips to computers.
However, Intel is also involved in many other stages such as data center vendors.
Some say Intel has the most complete terminal. to-End of 5g solution.
Others include Qualcomm and Broadcom (AVGO)
Advanced Micro equipment (AMD), and Nvidia (NVDA).
Samsung Electronics, Micron Technology (data storage/storage supplier)MU), SK Hynix (OTC:HXSCL).
Amazon is the most popular cloud data storage business (AMZN)
Through their Amazon Web Services, Microsoft (MSFT), IBM (IBM)
And the Google alphabet (GOOG)(GOOGL).
Entertainment and social media providers (
Secondary beneficiaries with longer online time and faster download)
Online content providers (
Entertainment, social media, etc)
All of this should benefit from sending content faster to any location where mobile signals can be received.
Video streaming should also flourish. Netflix (NFLX)
Netflix should do a great job in 5g as customers don't now have issues with slow connectivity and can easily view HD content from almost any location. Facebook (FB)
Facebook recently acquired 5g Company Inovi to test 5g.
Facebook is not going to build a network, just to get to know the opportunity better.
As you would expect, Facebook is already developing apps for 5g.
Facebook wants to further expand streaming services such as Facebook Live, especially considering that 5g is suitable for higher data streams.
More use of their platform is equivalent to more advertising fees.
Others include Google (GOOG)(GOOGL), Tencent (OTCPK:TCEHY), Amazon (AMZN), Alibaba (BABA), JD. Com (JD), Baidu (BIDU), Momo (MOMO), Walt Disney (DIS)
There are many others.
Note: Amazon can also do as well as having Amazon Prime, as well as their vast online shopping and distribution services.
Network security providers who can provide security for our wireless devices will do their best.
Internet security ETF is a wide industry.
Major network security ETFs (HACK).
Moving from 4g to 5g is like moving from garden hose to fire hose.
The flow of data will be basically no longer limited.
This means a new generation of technology can evolve around our new 5g highway.
For example, 5g will make it easier for people to watch ultra-HD and 3D videos, HD virtual reality and more.
5g will also make room for thousands of Internet
Connected devices enter our everyday "connected" world.
As the Internet of Things becomes a reality, it will help create smart cities.
Cable providers, traditional network TVs and traditional fixed-phone networks may be the losers.
All of this will be stranded by 5g unless they convert to a new content provider on the 5g network.
The winner will be the first to market 5g telecom (
Notice a big problem with capital expenditure in the early stage)
Infrastructure Providers (
5g transmitter manufacturers)
, Sim/chipset with 5g support (modems)
And 5g equipment manufacturers (
5G smartphones and tablets)
Data storage companies, new app manufacturers, and content/entertainment providers.
Emerging industries such as autonomous vehicles, advanced robots and 5g support security and monitoring systems, telemedicine, and advanced military (
Drones, surveillance, etc)
Smart factories and others should be big winners.
Online retailers (games)Through 3D apps etc)
Social media giants should also benefit from enhanced customer experience and customers who spend more time online.
Currently, I like the sim/chipset that supports 5g (modems)
Will benefit from IP companies and existing smartphone leaders upgraded by customers.
I am happy to hear what investors think about which companies and why they are the biggest winners of 5g.
I plan to follow an article from the top five 5g companies that I have given me.
All comments are welcome as usual.
Disclosure: I/we are dragon brother and FB of Samsung Electronics [XLON:SMSN]
Micron Technology (MU).
This article was written by myself and expressed my views.
I received no compensation (
In addition to Seeking Alpha).
I have no business relationship with any stock company mentioned in this article.
Supplementary disclosure: the information in this article is of a general nature and should not be used as a personal financial advice.
Editor's note: This article discusses one or more securities that are not traded on major US securitiesS. exchange.
Please note the risks associated with these stocks.