Raymond James Sees 5G as Mostly a 2020 Commercialization Story
Initial 5G trials are starting small and will ramp up gradually before commercialization in 2020 and the effects also will be slow to arrive for industry, Raymond James analyst Frank Louthan said in a Friday report. “We view 5G as…
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a buzzword seeking a technology standard that is still seeking a market, and we do not envision 5G stimulating meaningful growth for the wireless equipment industry for several years.” U.S. carriers will likely take different approaches, he said. T-Mobile has discussed rolling out 5G in its incentive auction spectrum and Sprint is focused on its 2.5 GHz holdings. “Samsung is clearly attempting to use the 5G technology transition to expand its share in the base station market judging by trial activity,” he wrote. “As in previous wireless generation shifts, we expect South Korea, Japan, and the U.S. will be the earliest adopters, along with China in this new cycle.” The launch of 5G also means wireless companies are encroaching on wireline markets, the report said. “The initial end market for essentially all announced trials is fixed broadband access at 1Gbps+ download speeds.”