Investing in 5G – A US Investment Guide and Marketing / Technical Report
This report is unique among 5G reports – it is specifically focused on the investor and/or the investor advisor. Questions like the following are answered:
I don’t understand 5G; can you explain it to me?
How is 5G different from what we now have? Why change?
How do I invest in 5G services?
What companies are involved?
Do I want to invest in 5G?
Are some companies better targets than others?
What is different about 5G anyway?
Why are the carriers all pushing 5G so hard?
Who is going to benefit from 5G?
These questions and others concerning the technical and marketing aspects of 5G services are answered in this report. Some of the questions about investment have to be answered in the context of particular investor’s circumstances, but this report will provide the data to intelligently make those decisions. In addition, all of the normally expected technical/marketing information points (architecture, forecasts, deployment scenarios, etc.) are included in this massive (nearly 100 figures and well over 130 pages) report.
1. INVESTING IN 5G – AN INVESTMENT GUIDE AND MARKETING / TECHNICAL REPORT
2. TABLE OF CONTENTS
3. TABLE OF FIGURES
4. 5G – IS IT AN INVESTMENT OPPORTUNITY?
4.1. Introduction
4.1.1. 5G Situation Today - Chaotic
4.1.2. So, What’s Really Going on?
4.2. What Is 5G?
4.3. The History of Mobile Service and the Generations (G’s)
4.3.1. 1st Generation (1G)
4.3.2. 2st Generation (2G)
4.3.3. 3st Generation (3G)
4.3.4. 4st Generation (4G)
4.3.4.1. LTE Advanced (4G LTE)
4.3.5. 5st Generation (5G)
4.4. Nature of 5G
4.4.1. 5G Frequency Plans
4.4.2. Importance of Frequency Differences
4.4.3. Types of 5G
4.4.3.1. Millimeter-wave 5G
4.4.3.2. Mid-band 5G
4.4.3.3. Low-band 5G
4.4.4. Carriers' Implementations
4.4.4.1. T-Mobile Implementation
4.4.4.2. AT&T Implementation
4.4.4.3. Verizon Implementation
4.4.5. The Rationale for 5G
5. INVESTMENT OPPORTUNITIES IN 5G BASED SERVICES
5.1. 5G – Major Carriers- Investment Opportunities
5.1.1. T-Mobile
5.1.1.1. T-Mobile US 5G Deployment Status as of 1-2022
5.1.2. Verizon
5.1.2.1. Verizon 5G Deployment Status
5.1.3. AT&T
5.1.3.1. AT&T 5G Deployment Status
5.1.4. Carrier Capital Requirements for 5G
5.1.4.1. What Investments Are Involved in Infrastructure?
5.1.4.1.1. Spectrum
5.1.4.1.2. Cell Site Work and Additions
5.1.4.1.3. Transmission
5.1.4.1.4. Network Core
5.1.4.1.5. Support Systems
5.2. How Much Capital Will be Required for 5G?
5.2.1. Background
5.2.2. Recent Past Capital Expenditures
5.2.3. Current and Future Plans for 5G Capital Budgets
5.3. The 5G Major Carrier Market for Investments - Comments
5.4. Smaller Carriers Investment Possibilities
5.4.1. US Cellular
5.4.2. Dish Network
5.5. Phone Manufacturer Investment Opportunities
5.5.1. Top Individual Phone Manufactures Investment Opportunities
5.5.1.1. Apple
5.5.1.1.1. Apple Financials of Interest
5.5.1.2. Samsung
5.5.1.3. Huawei
5.5.1.4. Xiaomi
5.5.1.5. BBK Electronics/OPPO/Vivo
5.5.1.5.1. OPPO
5.5.1.5.2. Vivo
5.5.1.6. Motorola/Lenovo
5.5.2. Operating Systems
5.5.2.1. iOS
5.5.2.2. Android
5.5.3. Smartphone Modems
5.5.3.1. Qualcomm Snapdragon
5.5.3.1.1. Qualcomm Financials
5.5.4. Apple iPhone Modem
5.5.5. Huawei Balong 5G01
5.6. The 5G Phone Manufacturer Market for Investments – Comments