Home Uncategorized Stocks to watch for in the rise of 5G wireless: Jeff Kagan

Stocks to watch for in the rise of 5G wireless: Jeff Kagan

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Image source: ADMC / Pixabay


For decades, the wireless industry has been one of the fastest growing spaces. However, this does not mean that it is always on. Each wave of growth has tides. It all depends on the time period in which you are focused. The good news is that the wireless industry has entered the next wave of growth with 5G, AI, IoT, AR, VR, cloud and more. So let’s take a look at some of the wireless companies that are leading this next wave of growth.


Remember that 5G is not the ultimate goal. Rather, it’s just another inning in a longer game. If we pull the camera back and look at the longer-term, historical perspective of the wireless industry, we will see progress from one generation to the next.



The wave of 5G wireless is growing stronger than ever

It all started with analog cordless phones, which became widespread in the 1980s, and in the 1990s switched to digital. Since then we have moved to 2G, 3G, 4G and now to 5G. In the future we will move to 6G and beyond.


This time, when we move to 5G, the opportunities for growth are much greater than ever before. It not only provides a faster and more direct wireless experience, but also enables other products and services in other industries. In fact, we are already seeing how it is starting to transform companies and competition in other areas.



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5G will affect far more companies than just those working in wireless space.



5G wireless network affects AI, IoT, AR, VR, healthcare, offline management


AI and IoT are new technologies that take wireless to a whole new level. Think about healthcare, telehealth, cars, autonomous driving and the like.


This means that there are the same wireless leaders who are seeing rapid and substantial growth, but there are also many other companies that are using wireless to first gain a competitive advantage in their industries. Some of these companies are completely transforming these other industries.


There are many companies, both in the wireless industry and in other industries, that are showing strong growth due to 5G, AI, IoT and more.



Leaders of growth of 5G wireless communication are Qualcomm, Ericsson, Nokia, Huawei


Qualcomm ( QCOM) is a solid winner as the wireless industry moves to 5G with AI and IoT. The company serves sectors such as networking, smartphone and tablet. It also serves other companies in other industries around the world.


I would consider Qualcomm one of the strongest stories of potential growth in the future.


Ericsson ( ERIC) and Nokia NOC) are also winners in this space, focusing on individual industries for growth as we evolve into the 5G world.


Huawei is a major wireless company that provides equipment and services to companies around the world.



Intel, Marvell, TI, Broadcom, Qorvo, Nvidia are manufacturers of chips that are worth watching


Qorvo (COM) QRVO), Intel INTC), Marvell ( MRVL), Nvidia ( NVDA), Broadcom ( AVGO) and Texas Instruments ( TXN) are also manufacturers of chips with strong growth potential.


Every competitor finds investing in 5G very expensive, but necessary for competitive reasons.



Verizon, T-Mobile, AT&T, Xfinity, Spectrum, Optimum offer wireless communication


All wireless operators around the world are experiencing the challenge and potential of investing in 5G as the next step forward.


Verizon Wireless () is the wireless carrier in the United States and is expanding rapidly in the 5G world


MVNO resellers are also playing an increasing role.


Xfinity Mobile ( CMCSA), Spectrum Mobile CHTR) and Optimum Mobile, which is part of Altice USA ( ATUS), are major cable TV companies that now also resell wireless services as MVNO competitors.



Apple iPhone, Google Android, Samsung Galaxy and more


apple ( AAPL) continues to be a strong winner with its iPhone, iPad and more.


Same with Google ( GOOGL), which offers the Android operating system for its smartphones and tablets.


These are the two largest and most powerful wireless operating systems in the world.


The Apple iPhone and its iOS are the best on sale. Google Android is just as strong with its OS, though its smartphones are still trying to find a significant place.


Samsung is also an industry leader with a strong brand with its Galaxy smartphones and tablets that it manufactures.



Amazon, AWS, Microsoft, Cirrus Logic, Analog Devices, Skyworks


Amazon and Amazon Web Services are in different sectors. Cloud still has strong growth potential with more advanced services and more customers.


Microsoft also operates in several different sectors and continues to show strong growth in the cloud, software and other services. Although it demonstrates strength in some areas, it has failed in some others, such as Windows-based smartphones and Lumia smartphones.


Cirrus Logic, Analog Devices and Skyworks are chip makers to keep track of further developments. These companies are lesser known but demonstrate strong growth potential in the 5G space.



The partnership of wireless and 5G chips companies is expanding its growth potentials


Of course, if we pull the camera back, we will see the growth potential of each of these companies in different sectors, but that is not the end of it.


They are also starting to work together and build partnerships that combine the individual strengths of different companies, potentially creating even more opportunities for growth.


This is what we will need to keep our eyes open to move forward.


In addition, as the industry continues to expand into new technologies such as 5G, AI, IoT and more, there will be even greater growth potential across a wider range of sectors and individual companies.



Keep looking for new opportunities to grow your 5G wireless network


Remember that many companies will strike first and fast and gain an initial competitive advantage.


Then in a few years, when the whole industry is moving in that direction, this competitive advantage will simply be the cost of doing business, which will be shared by all competitors.


Wireless has tremendous potential for growth, and that’s another one. Each is a stage or level in an emerging industry.


In the future, I will continue to monitor and talk to various companies, as well as share with you other ideas of growth stories.


So let’s keep our eyes open for further growth. Wireless and 5G have always been huge and ever-changing growth opportunities. And this world is expanding.


The wireless connection is getting interesting again. We are still at the beginning of the next generation and everything is just beginning. Stay tuned.




Jeff Kagan is a columnist for Equities News. Kagan is a wireless analyst, technology analyst and commentator who monitors telecommunications, pay TV, cloud, AI, IoT, TeleHealth, healthcare, car, car and more. Email him at jeff@jeffKAGAN.com. His website www.jeffKAGAN.com. Follow him on Twitter @Jeffkogan and on LinkedIn at www.linkedin.com/in/jeff-kagan/.


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Promotion news columnist: Jeff Kagan

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