Which chip design/manufacturing stock might be the best poised to leverage the race for 5G in the world? Also, reasons for your evaluation would be helpful. I personally think Qualcomm since they are miles or at least kilometers away from Samsung and Apple in making a 5G modem chip integral to mobile devices. Apple kinda seems keen with coming up with a great 5G chip since it acquired Intelโs division but it has too short of a timeline in my opinion to bring a 5G chip to market within next 2-3 years. Samsung is solid but regulated by US and def not as good as the new Qualcomm X60 (on paper at least). Also even Samsung is being pushed to use Qualcomm in their american mobile devices. The litigations against Qualcomm might be the one weakness but that also means the stock is not overvalued as many investors are staying clear of the stock till the dust settle on QCOMs legal battles. #stock
From telecom equipment perspective, following stocks will most likely reap benefits for 5G roll out. Qorvo Ciena Skyworks Ericsson
๐ฟ
Qualcomm might win 5G chip market but itโs stock price will never go anywhere. We are all tired of waiting for the miracle.
What do you guys think about the current state of 5G?
Personal belief is that #5GisaScam
Haha. Most people don't understand the technology & even the stuff being developed is not ready for it. The 5G standard is set but the tech is still miles away.
I bought some Chinese semiconductor etf. It doubled fir the last 6 months. Companies like YMTC, smic, Changxin memory hs started volume production and is going to compete with Samsung directed by Made in China 2025
What production did these companies start?
YMTC for 64 layer 3D nand flash. Changxin for DRAM. SMIC for 12nm FinFET. And a lot of others.
With many many modem Systems, HW, Firmware, software folks poached from Qualcomm...... I doubt Apple modem is far behind. For patents ...... Apple will use litigation as before (covid just makes things easier for Apple modem team ...... less sales of Qualcomm based iPhones........ more time to catchup). No big deal for engineers ..... will join wherever there are better opportunities. May the best company win.
Tech Industry
Yesterday
4349
11 offers to laid off[UPDATE]: 5 offers
Tech Industry
Yesterday
1147
Meta managers are the worst technically
Tech Industry
Yesterday
602
The new Tesla Model 3 P goes from 0-60 in 2.9 seconds
India
Yesterday
501
How to save India from destruction?
Tech Industry
Yesterday
1827
TESLA UP 14% AFTER HOURS ๐๐๐๐
When do you think those legal battles will be settled ?