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Rap Sheet

Author:

LongTerm CapGains

Subject:

Earnings

Date:

10/12/16 at 3:11 PM CDT

 

 

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Reply to:

MSG`#3984,`10/12/16
By Jam ok

 

Re: Ericson warns that it will miss again

Jamok,

The deployment of 4G is pretty much done in the US, Europe and most of the Far East; there are metro areas in all these regions that due to congestion, will need to add more capacity (i.e. additional cells), but these are small potatos.  The third world is still adding 4G but it is not extensive as they lack the $$  to move aggressively.  In the mean time for the wireless segment, it is a service revenue and equipment replacement revenue and capacity expansion type of operation. 

So the question of when does 5G come around?  It will start slowly and begin around second half 2018.  However, the standards for 5G, and these estimates vary depending on who you listen to,  should also gel sometime between late 2018 and late 2019.

It is because of standards that the deployment will start sometime in late 2018, and it is why it will be a slow process.

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