独家
摩根大通(JP Morgan)提出了展望5 g发货由于激进的皮卡
摩根大通已经提高了前景现在5 g智能手机出货量将达到2亿辆,到2020年,全球从早先的估计8000万年,由于积极皮卡5克,尤其是在中国。
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Ashwini Vaishnaw袋10点的官员腐败指控
不到16年经验的官员受到缺口,而高级年级有一个长期的经验。凹陷水平相当于政府部门的联合秘书,虽然缺口是在主管级别。
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新德里消息:摩根大通(JP Morgan)提高了其前景5克
智能手机出货,现在将达到2亿辆,到2020年,全球从早先的估计8000万年,由于积极皮卡5克,尤其是在中国。摩根大通在智能手机行业在其报告中提到5 g智能手机出货量将接触到2021年4.5亿辆。
报告提到了关键领域的好处包括加速在中国采用5克,根据电信运营商表示,设备供应商和手机供应链在过去几周,和更多的指标,苹果很可能包括支持所有3新5克iphone在2020年下半年。
中国电信运营商尤其是中国移动表示2020年5 g基站急剧增加,从130000年到600000年——800000年,而华为也表示强烈的5 g相关传感器基站和智能手机组件以其供应链,报告说。
而整体5 g前景变得非常具有建设性,摩根大通(JP Morgan)说,有两个关键要注意风险。“首先,5 g的大部分基础设施(特别是在中国)仍在修建。任何延迟5 g基站建设(由于不断升级的贸易战争由于华为禁止或慢运营商资本支出)可能导致缺点5 g单位。”
摩根大通预计,4 g需求采取暂停在2019年下半年,随着消费者和oem等待5 g手机在2020年,这可能影响到智能手机的单位。
报告进一步表示,5 g智能手机出货量预计将增加在美国的速度比目前的投资者预期,包括2020年4100万辆紧随其后的是另一个强大的斜坡到2021年的7500万辆。
![\"JP](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
NEW DELHI: JP Morgan<\/a> has raised its outlook on 5G<\/a> smartphone<\/a> shipments which are now expected to reach 200 million units globally by 2020, from an earlier estimate of 80 million, owing to aggressive pickup of 5G, especially in China.JP Morgan in its report on smartphone industry mentioned that 5G smartphone shipments will touch 450 million units by 2021.
The report mentioned the key areas of upside which include accelerated adoption of 5G in China, as signaled by telecom carriers, equipment vendors and handset supply chain in the last few weeks, and more indicators that Apple is likely to include support for 5G for all 3 new iPhones<\/a> in second half of 2020.
<\/div><\/div>As per the report, China is likely to be the key market for 5G units, accounting for about 50% of overall 5G shipments in 2020. With a pickup in 5G activity, JP Morgan has also raised its global smartphone forecasts and now expects 2020 and 2021 smartphone units to grow by 3% and 2% respectively.
Chinese telecom carriers especially China Mobile have indicated a sharp ramp of 5G base stations in 2020, up from 130000 to 600000-800000, while Huawei is also indicating strong 5G related pickup for both base station and smartphone components to its supply chain, the report said.
While overall 5G outlook has become very constructive, JP Morgan said that there are two key risks to watch out for. \u201cFirst, much of 5G infrastructure (especially in China) is still to be built out. Any delay in 5G base station build-out (due to escalating trade war due to Huawei ban or slower carrier capex) could result in downside to 5G units.\u201d
JP Morgan expects 4G demand to take a pause in second-half of 2019, as consumers and OEMs await 5G handsets in 2020, which could affect smartphone units in the period.
The report further said that the 5G smartphone shipments are expected to ramp in the US faster than current investor expectations, including 41 million units in 2020 followed by another strong ramp to 75 million units in 2021.
Chinese telecom carriers especially China Mobile have indicated a sharp ramp of 5G base stations in 2020, up from 130000 to 600000-800000, while Huawei is also indicating strong 5G related pickup for both base station and smartphone components to its supply chain, the report said.
While overall 5G outlook has become very constructive, JP Morgan said that there are two key risks to watch out for. \u201cFirst, much of 5G infrastructure (especially in China) is still to be built out. Any delay in 5G base station build-out (due to escalating trade war due to Huawei ban or slower carrier capex) could result in downside to 5G units.\u201d
JP Morgan expects 4G demand to take a pause in second-half of 2019, as consumers and OEMs await 5G handsets in 2020, which could affect smartphone units in the period.
The report further said that the 5G smartphone shipments are expected to ramp in the US faster than current investor expectations, including 41 million units in 2020 followed by another strong ramp to 75 million units in 2021.
<\/div><\/div>\u201cWhile we see Apple's 5G adoption in 2020 as a key driver of the ramp, our forecasts are also contingent on leverage of the pent-up demand building in the late 4G cycle, and roll-out of 5G by major US carriers leveraging mid-band spectrum and offering subsidies to ensure better affordability of premium 5G phones,\u201d JP Morgan\u2019s report stated.
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Vodafone Idea\u2019s PAT sensitivity to the same is projected at 1%, 1%, and 2% for FY23, FY24, and FY25 respectively.","seolocation":"telecomnews\/limited-impact-on-telcos-from-interest-rate-hike-forex-impact-jpm","seolocationalt":"Limited impact on telcos from interest rate hike, forex impact: JP Morgan","url_seo":"limited-impact-on-telcos-from-interest-rate-hike-forex-impact-jpm"},"91922716":{"msid":"91922716","stname":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","artsyn":"ASIC (application-specific integrated circuit) chips will drive $2 billion to $2.5 billion in revenue for Broadcom this year, helped by its deals with Meta and partnerships with Alphabet and Microsoft, the analysts said.","seolocation":"telecomnews\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan","seolocationalt":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","url_seo":"meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan"},"90431159":{"msid":"90431159","stname":"Apple still selling more iPhone 13 models than past lineups","artsyn":"Shares of Apple's iPhone moderated to below 70 per cent at Verizon and T-Mobile stores, with the majority indicating that Galaxy S22 demand was stronger relative in 2021. 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Including debt, the acquisition is worth $12.7 billion.","seolocation":"telecomnews\/take-two-to-buy-farmville-maker-zynga-for-11-bln-in-largest-gaming-deal","seolocationalt":"Take-Two to buy 'FarmVille' maker Zynga for $11 bln in largest gaming deal","url_seo":"take-two-to-buy-farmville-maker-zynga-for-11-bln-in-largest-gaming-deal"},"82602707":{"msid":"82602707","stname":"Alphawave shares slump 18% on London debut","artsyn":"Canadian computer chip company Alphawave's shares plunged by as much as 18% on their London market debut on Thursday, shrinking its value by about 550 million pounds ($562 million) in less than an hour.","seolocation":"telecomnews\/alphawave-shares-slump-18-on-london-debut","seolocationalt":"Alphawave shares slump 18% on London debut","url_seo":"alphawave-shares-slump-18-on-london-debut"},"81186546":{"msid":"81186546","stname":"Bharti Airtel launches global bond sales raising about $1 bn","artsyn":"While perpetual securities with no fixed maturities are expected to offer 4.375 percent with a call option, other bonds may be priced after adding 230 basis points over the benchmark US treasury with over 10-year maturity, market sources said.","seolocation":"telecomnews\/bharti-airtel-launches-global-bond-sales-raising-about-1-bn","seolocationalt":"Bharti Airtel launches global bond sales raising about $1 bn","url_seo":"bharti-airtel-launches-global-bond-sales-raising-about-1-bn"},"80057745":{"msid":"80057745","stname":"Apple iPhone 12 Pro experiences 'robust' demand: JP Morgan","artsyn":"A Counterpoint Research report late last month said that Apple is likely to break previous sales records during its fiscal first quarter (October-December period) as the iPhone 12 is set to bolster global quarterly shipment growth for all iPhones to 21 per cent year-over-year (YoY).","seolocation":"telecomnews\/apple-iphone-12-pro-experiences-robust-demand-jp-morgan","seolocationalt":"Apple iPhone 12 Pro experiences 'robust' demand: JP Morgan","url_seo":"apple-iphone-12-pro-experiences-robust-demand-jp-morgan"},"74116565":{"msid":"74116565","stname":"Chinese brands to become more aggressive in India in 2020: JP Morgan","artsyn":"India will remain the fastest-growing large smartphone market in 2020 with Chinese brands likely to become incrementally more aggressive post Coronavirus outbreak and slower 5G ramp given weaker dynamics in China, JP Morgan said in a note.","seolocation":"telecomnews\/chinese-brands-to-become-more-aggressive-in-india-in-2020-jp-morgan","seolocationalt":"Chinese brands to become more aggressive in India in 2020: JP Morgan","url_seo":"chinese-brands-to-become-more-aggressive-in-india-in-2020-jp-morgan"},"73148177":{"msid":"73148177","stname":"Reliance Industries plans to raise $2 billion for Jio, petroleum business","artsyn":"In talks with a dozen banks to raise funds; likely to launch formal process by mid-February","seolocation":"telecomnews\/reliance-industries-plans-to-raise-2-bn-for-jio-petrolium-business","seolocationalt":"Reliance Industries plans to raise $2 billion for Jio, petroleum business","url_seo":"reliance-industries-plans-to-raise-2-bn-for-jio-petrolium-business"},"71212426":{"msid":"71212426","stname":"\u2018India could be one of the winners of trade war\u2019","artsyn":"JP Morgan deputy CEO Asia Pacific surprised at negative sentiment in country","seolocation":"telecomnews\/india-could-be-one-of-the-winners-of-trade-war","seolocationalt":"\u2018India could be one of the winners of trade war\u2019","url_seo":"india-could-be-one-of-the-winners-of-trade-war"},"70570546":{"msid":"70570546","stname":"JP Morgan raises outlook on 5G shipments owing to aggressive pickup","artsyn":"JP Morgan has raised its outlook on 5G smartphone shipments which are now expected to reach 200 million units globally by 2020, from an earlier estimate of 80 million, owing to aggressive pickup of 5G, especially in China.","seolocation":"telecomnews\/jp-morgan-raises-outlook-on-5g-shipments-owing-to-aggressive-pickup","seolocationalt":"JP Morgan raises outlook on 5G shipments owing to aggressive pickup","url_seo":"jp-morgan-raises-outlook-on-5g-shipments-owing-to-aggressive-pickup"},"69039236":{"msid":"69039236","stname":"Saudi Telecom hires banks for debut dollar sukuk","artsyn":"Saudi Telecom hires banks for debut dollar sukuk","seolocation":"telecomnews\/saudi-telecom-hires-banks-for-debut-dollar-sukuk","seolocationalt":"Saudi Telecom hires banks for debut dollar sukuk","url_seo":"saudi-telecom-hires-banks-for-debut-dollar-sukuk"},"69020704":{"msid":"69020704","stname":"Softbank may invest in Jio as Mukesh Ambani deleverages business","artsyn":"This comes on the back of reports of Saudi giant Aramco in discussions to buy a 25 per cent stake in Reliance Industries' refining and petrochemical business for USD 10-15 billion.","seolocation":"telecomnews\/softbank-may-invest-in-jio-as-mukesh-ambani-deleverages-business","seolocationalt":"Softbank may invest in Jio as Mukesh Ambani deleverages business","url_seo":"softbank-may-invest-in-jio-as-mukesh-ambani-deleverages-business"},"65529194":{"msid":"65529194","stname":"Apple, JP Morgan, others fear \u2018harm\u2019 from Donald Trump\u2019s H-1B visa policy","artsyn":"Those shifts were \u201cunfair\u201d and created a risk of \u201cunnecessary costs and complications,\u201d the CEOs said in a letter to Homeland Security Secretary Kirstjen Nielsen","seolocation":"telecomnews\/apple-jp-morgan-others-fear-harm-from-donald-trumps-h-1b-visa-policy","seolocationalt":"Apple, JP Morgan, others fear \u2018harm\u2019 from Donald Trump\u2019s H-1B visa policy","url_seo":"apple-jp-morgan-others-fear-harm-from-donald-trumps-h-1b-visa-policy"},"64301266":{"msid":"64301266","stname":"Lenders poised to take control of Turk Telekom","artsyn":"In a media statement on Tuesday, Turk Telekom said that no official notification has been made to it on the process or outcome of the plan.","seolocation":"telecomnews\/lenders-poised-to-take-control-of-turk-telekom","seolocationalt":"Lenders poised to take control of Turk Telekom","url_seo":"lenders-poised-to-take-control-of-turk-telekom"},"64135684":{"msid":"64135684","stname":"Reliance Jio's Rs 199 post plan likely to trigger tariff war: Experts","artsyn":"The company also announced international roaming service with outgoing calls at Rs 2 per minute onwards.","seolocation":"telecomnews\/reliance-jios-rs-199-post-plan-likely-to-trigger-tariff-war-experts","seolocationalt":"Reliance Jio's Rs 199 post plan likely to trigger tariff war: Experts","url_seo":"reliance-jios-rs-199-post-plan-likely-to-trigger-tariff-war-experts"},"63994438":{"msid":"63994438","stname":"Idea needs to ramp up data userbase to compete, say analysts","artsyn":"\u200b Idea Cellular needs to improve its broadband subscriber base by grabbing more 4G customers","seolocation":"telecomnews\/idea-needs-to-ramp-up-data-userbase-to-compete-say-analysts","seolocationalt":"Idea needs to ramp up data userbase to compete, say analysts","url_seo":"idea-needs-to-ramp-up-data-userbase-to-compete-say-analysts"}}}}" data-news-images="null" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
