Can 5G work for me?

Many projects and ideas have been thrown off schedule with the Covid-19 pandemic, but progress is being made on implementing the latest cellular phone network – the fifth generation, euphemistically known as 5G.  As well as the global pandemic, there are other concerns of a geo-political nature to be addressed, such as which countries will allow and trust Huawei equipment on the front end, or anywhere else in their 5G infrastructure.  Everyone wants to have their data SECURE and kept out of foreign government hands, but allegations are easy and proof is hard, so the arguments continue. In the meantime, investors are trying to discern where the best opportunities are to purchase shares and get a good return in this market sector.  Here we break down the 5G market sub-segments in a way that is understandable and actionable.

Front End: You will need a 5G Smartphone to get the full benefits of 5G, to get all that speed, low latency, enhanced security, and connection stability.  There are many choices for buying a phone and we expect the market leaders to continue their dominance, so look for APPLE and SAMSUNG to stay near the top of the list, but there are others that have the potential to move up the list by offering equal or better products at a better price point. We also look for innovation from smaller players, and it only takes one new and popular feature to propel a product into the big leagues.  Companies like Nokia, Huawei, LG, Motorola, and others have that potential.  Supporting the manufacture of Smartphones are several component suppliers like chip fabricators Qualcomm, HiSilicon, and MediaTek.

Network and Other Infrastructure: This is a large sub-segment and includes the big players we all know and love – AT&T, Verizon, Bell, Century Link, Comcast, and Telus, as well as many smaller players like T-Mobile, Wind Mobile, regional nets, and many start-ups that appear and disappear quickly. There are also several large European players in this market, such as Vodaphone and Telekom who will have a large share of the global 5G market. We expect the leaders here to continue being the leaders, as long as they remain aggressive in their development and roll-out of the technology. Back end network technology companies have great profit potential, so we look at companies like Ceragon Networks and Huawei to fare well in this segment, even though Huawei faces strong headwinds on the geopolitical front. Construction of 5G networks includes the need for upgraded and/or new cell phone towers, so a company like American Tower has great potential.

The aim of TREND DISRUPTORS is to discover, explore, and monitor scientific and technical developments, looking for bright ideas that have the potential to “disrupt” a market sector. We publish relevant investment recommendations for our subscribers and publish blog articles discussing a variety of technology developments.  As investors, we look for “disruptive” opportunities and seek out companies that utilize technology to be useful and profitable.  As a rule, our stock recommendations are speculative and we advise caution and discretion and thorough research.

TREND DISRUPTORS strives to identify investment opportunities that can lead to success for the well informed investor.

Note: Trend Disruptor Premium (TDP) has recommended a number 5G related companies to Premium subscribers and is about to recommend a few more.  TDP makes recommendations for disruptive companies in Artificial Intelligence (AI), Virtual Reality (VR), Augmented Reality (AR), 5G, Blockchain, and many other new technologies that we believe will have a profound impact on how the world conducts business going forward, similar to how the smartphone and internet re-shaped our lives.

These disruptive technologies are progressing at warp speed, so don’t miss your chance to get positioned early. Join our group of Premium subscribers and receive our  next recommendation. And if you sign up before midnight Friday, November 20, you’ll only pay $399.95 for your TD Premium subscription. But hurry, because after Friday, the price will revert back  to $599.95.

Stay tuned ….