5G: Moving from the lab to the launchpad

December 2018 Equity Research

5G: Moving from the lab to the launchpad

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Rod Hall, CFA

Managing Director, Global Investment Research, Goldman Sachs

Alexander Duval

Vice President, Global Investment Research, Goldman Sachs

Brett Feldman

Managing Director, Global Investment Research, Goldman Sachs

Andrew Lee

Managing Director, Global Investment Research, Goldman Sachs

Ikuo Matsuhashi

Managing Director, Global Investment Research, Goldman Sachs

Goldman Sachs Research expects 2019 to be the first year that 5G technology sees material deployment with a focus on fixed wireless broadband in the home. Following this, GS Research expects 5G cellular rollouts for smartphones usage to accelerate in 2020 to accompany the availability of mass market handsets. 

5G could help the wireless equipment market to inflect positively after four years of declines. In our view, profound longer term potential disruptions include an edge computing footprint advantage for telcos and scope to power industrial automation given ultra low latency.

View Video: 5G: Faster Speeds, Wider Reach