Best Research Ideas

Telecom Services – The Geopolitics of 5G and IoT

— Edison Lee, Equity Research Analyst, China Telecom/Technology

Behind the complicated technology lie significant geopolitical forces that drive the current development of 5G and IoT standards, as well as selection of 5G spectrum. China wants to be a leader, and the U.S. thinks it is ahead in mmWave. Japan and Korea lean toward supporting the U.S., and Europe is more relaxed but practical. A deeper look at the tech explains the geopolitical landscape, and supports Jefferies’ view that China will roll out 5G fast and big. FULL REPORT