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 also clears the way for new technology in areas such as virtual reality, autonomous vehicles, the internet of things and machine-to-machine communication.
The sheer scale of change enabled by 5G means that almost every aspect of modern life will be touched in some way.
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.
Regulatory information and risk warnings
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). It does not constitute investment advice.
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