Title 5G Industry: Carriers spending; device makers to reach operational tipping point
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Title:5G Industry: Carriers spending; device makers to reach operational tipping point
Download File:5G industry outlook note 190102--sinopac.pdf 
 
Summary:5G Industry: Carriers spending; device makers to reach operational tipping point

Investment thesis: Base station, antenna (including mmWave products) and quartz component suppliers will benefit from rising usage of their products, while PCB’s upstream material CCL and optical communication component makers will benefit from upgrade demand. Demand for small cells will also emerge, initially for 4G applications and in 2020 for 5G applications.
  
Date:2019/01/11
Author:TaiwanResearch.com
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