5G Newsletter: Is it too early or too late to invest in 5G?

Although 5G deployment and proliferation are in early days, we believe it is an unstoppable trend. Structural shifts to remote work, online classes and virtual health are driving strong demand for 5G connectivity, and the coronavirus pandemic is accelerating these trends. Watch this video which YT Boon, Director of Research - Asia, explains why the 5G investment universe is now ripe for attractive alpha generation.

Siemens, Volkswagen and Bosch are among some of the enterprises taking steps toward setting up their own private 5G networks that are dedicated, secured and optimized. 5G private networks are especially crucial for applications such as robots and autonomous vehicles which need reliable connections to perform critical tasks in real time. Ericsson estimates that the 5G industry digitalization business potential could reach USD 1.5 trillion by 2030, with almost half being addressable by service providers.

Source: T-Mobile

T-Mobile US is a leading wireless services operator in the US with over 86 million of subscribers.

The recent merger with Sprint will allow the new T-Mobile to secure enough wireless spectrum and build a very competitive 5G network in the US. The company is partnering with Ericsson and Samsung to roll out standalone 5G with low latency, higher speeds and massive connectivity, enabling new services and applications.

Despite COVID-19, T-Mobile’s network build remains on track as the pandemic has accelerated the demand for 5G given the surge in data usage. Its competitors AT&T and Verizon are also accelerating the roll-out of 5G services in preparation for the new 5G iPhone launch in 4Q 2020, but T-Mobile will likely show the fastest service revenue and profit growth in the communication service industry.

We would like to hear from you any questions you may have on the 5G investment opportunities.

We look forward to sharing more.