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Maintaining cellular growth until large-scale 5G IoT adoption in the mid 2020s (Analyst Angle)

So where is demand growth going to come from while large up-front 5G investments in networks and devices are made in the interim until the mid 2020s? Ongoing technology development and standardization has created enormously innovative and powerful communications platforms in LTE Advanced Pro and 5G including networks, modems and RF components. These are ripe to be employed, but we still await the new consumer-oriented “killer apps” and broader device capabilities that can quickly drive massive additional demand and revenue growth in mobile broadband.

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