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Technology Stocks : 5G Wireless and the Internet of Things (IoT)

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From: Eric L6/7/2020 11:10:23 AM
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Introduction to 'Who Is 'Really' Leading In Mobile 5G' ...

... a 6 Part Series by Moor Insights & Strategy (MI&S) in Forbes. The complete series covers:

1. IP innovation and Standards
2. Chipsets
3, Handsets
4. Infrastructure equipment
5. Global Network Operators ('Carriers')
6, Regional Government Policies and Regulations

The 1st installment was published slightly over a year ago in mid-May 2019. The final installment was published 9 months ago in mid-October 2019. The 1st 3 articles were authored by Patrick Moorhead the Founder, President and Principal Analyst of MI&S and Anshel Sag, MI&S Analyst of Mobility & VR. The final 3 articles were authored by Will Townsend, MI&S Senior Analyst, Carriers and Enterprise Networking.

All 6 installments of the series will be posted and threaded back to this post. Only the first 3 paragraph of Part 1 are contained in this introductory post and 'Part 1: IP innovation and Standards' will continue and follow this introductory post. Taken as a whole, I think that this series serves as a good (if not great) reasonably up to date broad introduction to 3GPP's 5G NR (5G New Radio) for The ITU's IMT-2020 requirements as it exists in today's early stages of 5G NR deployment.

>> Who Is 'Really' Leading In Mobile 5G?

Patrick Moorhead
Anshel Sag
May 15, 2019

forbes.com

5G is a new technology that everyone, including U.S. President Donald Trump, is talking about. So, naturally, everyone wants to talk about 5G and how they are leading in the space. However, the reality is that mobile 5G is a broadly encompassing wireless standard that changes the way that we think about cellular communications and broadens the possibilities like never. As such, it really takes a broad and deep understanding of 5G to really understand who’s leading in mobile 5G.

This will be part of a series that analyst Anshel Sag and I will be writing about that goes through the series of different parts of mobile 5G and who we believe the leaders are in all those different areas. These areas of 5G mobile leadership include:

1. IP innovation and Standards
2. Chipsets
3, Handsets
4. Infrastructure equipment
5. GLOBAL Network Operators ('Carriers')
6, Government Policies and Regulations

We believe that too much coverage of 5G leadership oversimplifies what comprises the entire 5G standard and how many different companies have different leadership positions. I also want to point out that 5G is more than mobile 5G and will benefit and create opportunities for the cloud, datacenter, and edge. We split the entire 5G opportunity in research here, entitled " The Full Impact Of 5G On IT Industry Hardware Spending." <<

That full research paper referenced above was published in February 2018 can be downloaded in PDF format here: moorinsightsstrategy.com

Moor Insights & Strategy (MI&S) is a global technology analyst and advisory, research analysis, and consulting firm headquartered in Austin, Texas that was founded in 2011 by Patrick Moorhead. There is a profile of Patrick Moorhead below. Profiles of the other analysts on the MI&S team are available here: moorinsightsstrategy.com

Patrick Moorhead Bio: Patrick was ranked the #1 analyst out of 8,000 in the ARInsights Power 100 rankings and the #1 most cited analyst as ranked by Apollo Research. Patrick founded Moor Insights & Strategy based on in his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants.

Moorhead is also a contributor for both Forbes, CIO, and the Next Platform. He runs MI&S but is a broad-based analyst covering a wide variety of topics including the software-defined datacenter and the Internet of Things (IoT), and Patrick is a deep expert in client computing and semiconductors. He has nearly 30 years of experience including 15 years as an executive at high tech companies leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.

Before Patrick started the firm, he spent over 20 years as a high-tech strategy, product, and marketing executive who has addressed the personal computer, mobile, graphics, and server ecosystems. Unlike other analyst firms, Moorhead held executive positions leading strategy, marketing, and product groups. He is grounded in reality as he has led the planning and execution and had to live with the outcomes. Moorhead also has significant board experience. He served as an executive board member of the Consumer Electronics Association (CEA), the American Electronics Association (AEA) and chaired the board of the St. David’s Medical Center for five years,

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- Eric L.
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