in October, the technology has evolved even further from buzzword du jour to a real, tangible thing that consumers can use at their fingertips.
According to a study conducted by IHS Markit, the applications of 5G technology are expected to generate $13.2 trillion of economic value worldwide by 2035.In particular, UBS Global Wealth Management's chief investment office has picked 5G as one of the market segments where stocks could see their earnings more than triple over the next ten years.
So how can investors capture the massive growth opportunity in 5G? Business Insider spoke to three ETF executives who told us three different ways to get exposure to the theme. Bruce Liu, chief executive and portfolio manager of $17.5 million, interprets investing in 5G as disrupting the old technologies such as 4G while ushering in a new 5G-enabled ecosystem.
Despite smartphones making the leap from zero to one in the 4G cycle, Liu does not see smartphone-makers such asas the real winners of the 5G rollout. The upgrade from a 4G smartphone to a 5G smartphone is not as big a leap as going from a cheap flip phone to an iPhone 12, for example.
How can one invest in the 5G business chain? This will be a big business opportunity for anyone who has investment in it
China is already rolling out 6G