10th June 2019

Investors need to factor in the opportunity and potential disruption of new technology and changing consumer preferences for mobile and fixed broadband communication. Fifth generation mobile networks (5G) provide a transformational shift in the telecommunications landscape. Why is this change so important?

  • It enables new technologies, like driverless cars, mobile medicine, the Internet of Things
  • It may accelerate the transition from fixed to wireless networks encouraging substitution, and
  • the 5G proposition is radically different from its predecessors opening the world to smart cities

The introduction of 5G may have significant implications for investors in the listed telecommunications sector. As a result, over the last year, Harbour’s research analysts have been considering overseas trends in 5G and discussing these observations with local companies to draw together the issues we need to explore in a New Zealand context. This note provides an overview of our recent research into 5G.

Read on >