Anritsu (6754 JP): 5G Business to Expand Until FY Mar-24

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in western markets, Japan has eschewed spectrum auctions. While this has been good for wireless operators, it has been less beneficial to the public purse. Given both Japan’s public sector debt problem and Prime Minister Shinzo Abe’s critical attitude towards the sector, it seems quite likely that 5G spectrum will go up for auction.</p><p>There’s a view out…</p>

5G discussion in Japan is heating up, albeit driven by a somewhat unusual source – 5G spectrum auctions. As in other Asian economies, but unlike in western markets, Japan has eschewed spectrum auctions. While this has been good for wireless operators, it has been less beneficial to the public purse. Given both Japan’s public sector debt problem and Prime Minister Shinzo Abe’s critical attitude towards the sector, it seems quite likely that 5G spectrum will go up for auction.There’s a view out…

Anritsu (6754) - 5G Discussion in Japan Heating Up

Anritsu Corp

Anritsu (6754) - 5G Discussion in Japan Heating Up