The 5G Revolution

3 minute read

Demand for speedy data delivery continues to grow, and the 5th generation (5G) wireless networks to meet that demand are not far off. 5G has the capability to support game-changing products and services, especially within automotive, healthcare, automation, monitoring, and streaming video businesses; and it will drive consumers to upgrade their smartphones. Yet, despite increasing coverage in the press, the infrastructure to support these networks will take years to fully build, and we don’t expect real demand to begin materializing until mid-2019. However, valuations may start to reflect anticipated demand for equipment before small cell designers/manufacturers, fiber and semiconductor producers realize the financial benefits.