5G Delay and Disappointment - Will Murata Suffer?

6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment

Will 2020 See Successful Deployment of 5G?

Luxshare’s Risky Chance to Be Apple’s Second Foxconn

Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

Malaysia Telecom services / Thematic (Sector/Industry)

We have covered 5G and its progress quite closely in our previous insights.
<a href="https://www.smartkarma.com/insights/5g-for-the-next-big-turn-of-a-new-decade" target="_blank" data-smartkarma-citation="insights:20444" rel="noopener">5G for the Next Big Turn of a New Decade</a>- Initial look at 5G and challenges in rolling out 5G.
<a href="https://www.smartkarma.com/insights/will-2020-see-successful-deployment-of-5g" target="_blank" data-smartkarma-citation="insights:38648" rel="noopener">Will 2020 See Successful Deployment of 5G?,</a>- Progress in 5G and expected delay.
<a href="https://www.smartkarma.com/insights/lockdown-to-accelerate-wifi-6-a-threat-to-anticipated-5g-deployment" target="_blank" data-smartkarma-citation="insights:38696" rel="noopener">Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?-</a> Wi-Fi 6 possibly overshadowing 5G.
<a href="https://www.smartkarma.com/insights/5g-delay-and-disappointment-will-murata-suffer" target="_blank" data-smartkarma-citation="insights:40049" rel="noopener">5G Delay and Disappointment - Will Murata Suffer?</a>- 5G could be a disappointment, especially in developed countries.
<a href="https://www.smartkarma.com/insights/6g-still-a-remote-concept-capable-of-overcoming-5g-disappointment" target="_blank" data-smartkarma-citation="insights:41138" rel="noopener">6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment -</a> Initial look at 6G.
In this insight, we take a look at 5G deployment in the ASEAN countries. We note the key telco providers in each country and their efforts made in 5G deployment. Singapore is leading, while Thailand aims to follow closely. Malaysia and Indonesia seem to have their own agenda. Though consumers are excited about 5G in Singapore and are willing to pay a premium for 5G, there is a chance that 5G could be a disappointment in Singapore. 5G might be relatively welcomed in Thailand, where there is a true need for improvement in internet connectivity. Cambodia, Vietnam, and the Philippines require 5G as well; however, several challenges limit their ability to roll out 5G similar to their ASEAN peers.
We go through the details below.

We have covered 5G and its progress quite closely in our previous insights.
5G for the Next Big Turn of a New Decade- Initial look at 5G and challenges in rolling out 5G.
Will 2020 See Successful Deployment of 5G?,- Progress in 5G and expected delay.
Lockdown To Accelerate WiFi 6: A Threat to Anticipated 5G Deployment?- Wi-Fi 6 possibly overshadowing 5G.
5G Delay and Disappointment - Will Murata Suffer?- 5G could be a disappointment, especially in developed countries.
6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment - Initial look at 6G.
In this insight, we take a look at 5G deployment in the ASEAN countries. We note the key telco providers in each country and their efforts made in 5G deployment. Singapore is leading, while Thailand aims to follow closely. Malaysia and Indonesia seem to have their own agenda. Though consumers are excited about 5G in Singapore and are willing to pay a premium for 5G, there is a chance that 5G could be a disappointment in Singapore. 5G might be relatively welcomed in Thailand, where there is a true need for improvement in internet connectivity. Cambodia, Vietnam, and the Philippines require 5G as well; however, several challenges limit their ability to roll out 5G similar to their ASEAN peers.
We go through the details below.

A Look at 5G Deployment in ASEAN