5G: Moving from the lab to the launchpad
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.