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5G era is coming to Nomura, optimistic about business opportunities

According to Chen Yuning, an analyst at the village securities technology industry, according to Qualcomm's new 5G economic research, when 5G business opportunities spread to various industries, by 2035, Taiwan's 5G value chain will create 134 billion yuan of output value and 510,000 jobs. The technology upgrades big business opportunities to let Taiwan face, Lizi all take, look at the world, Taiwan's remote transmission (4904), the United States Verizon, South Korea LG U Plus three telecommunications operators, operating the most optimistic.

Before the full-scale vacation of foreign-funded research institutions, many teams have actively issued a big report on the prospects of the long-term prospects, such as Morgan Stanley's recent semiconductor prospects, Greater China's raw materials industry investment guide for 2019, Nomura Securities named 5G The megatrends, and cut into the development of Asian markets such as Japan, Taiwan, South Korea, the mainland, Singapore, etc., also have the taste of leading the long-line layout of funds.

5G will provide faster information transmission services, and all countries in the world are ready to step into new trends. Nomura believes that in order to cross 5G, a lot of infrastructure costs must be invested, in the short term, unless telecom operators are under the pressure of traditional revenue sources. If there is a sudden increase, it is expected that telecom operators will pay for the future demand, and will invest in a gradual and gradual approach. It will not invest heavily. That is to say, the 5G investment tide is not a big blow in 2019, but will be a more average bet. It’s been 3 to 5 years.

After the 5G technology matures, it will improve the performance of services such as video streaming, and may open up new application opportunities throughout the industry value chain. Therefore, when 5G is officially transferred, the industries benefiting include media and connected equipment manufacturing. Business, network services and operators.

More importantly, in the field of telecommunications, telecom operators that focus on wireless services are more likely to benefit from the 5G business opportunity than the telecom operators that provide integrated services because they do not need to risk the existing fixed-line services. At the same time, relatively small-scale telecommunications companies are more flexible in their transformation and rapid adoption of new technologies.

While global telecom operators are about to meet 5G business opportunities, Nomura believes that the industry must have good execution, strong management capabilities and a stable balance sheet. These three conditions also mean that the telecom operators have the ability to adapt quickly to change. And optimistic about the remote transmission, the United States Verizon, South Korea LG U Plus, etc., long-term focus on Internet of Things and enterprise communication solutions, is the winner of 5G technology upgrade.