5G – the revolution is here

4 October 2019

The world is getting ready for the immense impact of 5G technology. The upgrade could be 100 times faster than current 4G networks and a full movie download in less than three seconds.

Deployment is accelerating rapidly. Infrastructure providers and the producers of semiconductors and memory used in compatible devices are the early beneficiaries.

However, this is just the tip of the iceberg.

5G – the revolution is here

The sheer scale of change enabled by 5G means that almost every aspect of modern life will be touched in some way.

5G also clears the way for new technology in areas such as virtual reality, autonomous vehicles, the internet of things and machine-to-machine communication.

In healthcare, for instance, this could mean remote consultations via 3D holograms and even remote surgery are possible.

A revolution in manufacturing is also likely. Heavy machinery can become ‘mobile’ as the wireless bandwidth eliminates time-consuming and costly disconnections, rewiring and reconfiguration. The impact on productivity could be dramatic.

The sheer scale of change enabled by 5G means that almost every aspect of modern life will be touched in some way. As investors, our team is analysing this technological theme and the number of exciting investment opportunities it offers for companies around the world.

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