5G Network Semiconductor Solutions

5G Network Semiconductor Solutions
  • Pininvest Analysis

There is broad agreement about the transformative nature of enhanced 5G mobile broadband services, driven by

  • satellite communications to expand coverage
  • universal smartphone usage and growth of video (including live streaming) forecasted to account for more than 50% of mobile traffic by 2022
  • automation, Internet of Things and big data, accelerating the transformation of whole industries with new growth opportunities and cost efficiencies

Though projections are always clouded in uncertainty, significantly faster mobile broadband speeds and increasingly extensive mobile data of 5G will probably allow a breakthrough

  • in industrial automation and robotics
  • in big data and artificial intelligence
  • in driverless cars
  • in live streaming on smart phones

 

With growth opportunities in network infrastructure businesses, in edge devices and in services,  the magnitude - and the time frame - of the 5G transformation along the value chain remains undecided

Pure- play 5G ETFs such as Defiance Next Gen Connectivity ETF (FIVG),  First Trust Indxx NextG ETF (NXTG) or Esoterica NextG Economy ETF (WUGI) have weighted their holdings by category to offer a fair exposure to the entire 5G universe

 

Our 5G themes take a different, focused approach with a selection of companies believed to be representative at each node of the value chain, setting apart

  • Network Semiconductor Solutions
  • Infrastructure Deployment,  including cell tower REITs, contractors and telecom equipment providers
  • Satellite Communications
  • 5G Services (wireless services and more)

A special theme listing ETFs with 5G holdings will be included as well

Read our notes

5G Network Semiconductor Solutions • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 67.39 40 B 38.7% Neutral 23%   5% -12%
Analog Devices ADI NASDAQ Technology Semiconductors - Signal Processing USD 166.22 61 B 36.4% Weak Up 29%   7% -12%
CommScope COMM NASDAQ Technology Datacom, Telcom & Network Equipt USD 20.60 4.1 B 110.0% Strong Up 47%   7% -24%
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 40.76 - 80.8% Neutral 38%   9% -17%
Keysight Technologies KEYS NYSE Industrial Goods Precision, Measurement & Processing USD 149.35 28 B 45.6% Neutral 26%   5% -14%
Lumentum Holdings LITE NASDAQ Technology Optics & Photonics USD 81.14 6.1 B 10.0% Neutral 45%   9% -38%
Marvell Technology MRVL NASDAQ Technology Semiconductors - IC Design (fabless) USD 55.12 37 B 60.3% Weak Up 44%   10% -26%
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 198.43 55 B 70.4% Neutral 38%   10% -15%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 135.35 154 B 52.7% Neutral 39%   9% -25%
Semtech SMTC NASDAQ Technology Semiconductors - Signal Processing USD 65.92 4.3 B 27.9% Neutral 39%   10% -29%
Skyworks Solutions SWKS NASDAQ Technology Semiconductors - Signal Processing USD 172.46 28 B 34.7% Neutral 40%   10% -19%
Xilinx XLNX NASDAQ Technology Semiconductors - IC Design (fabless) USD 132.34 32 B 42.4% Neutral 42%   10% -26%