PSA Technology: 5G Rollout and Implications of the Huawei Debate
To understand 5G, explains Pelham Smithers, you have to start with the basic point that it is not simply a mobile network system, but a high-speed data transfer system. The 2Gbps chip that Huawei (pvt.) unveiled at MWC2018 is 20x faster than standard fibre, which means that if you want super-high-speed data transfer, then the future is not fibre, but wireless. At this point, it still isn’t clear what the fallout for Huawei is going to be; the US arrest of Huawei’s CFO is not to do with espionage but with suspected Iran sanctions breaches. While this could simply prove expensive – companies can be fined heavily for this – it could also lead to market disbarment. What would be the consequences, and are there opportunities for the likes of NEC, TDK and Anritsu? Pelham and materials analyst Joel Scheiman consider the pros and cons
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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