Big Gains for Low-Loss Materials In The 5G Market

0
Big Gains for Low-Loss Materials In The 5G Market

Big Gains for Low-loss Materials in the 5G Market Reports IDTechEx

Get Our Activist Investing Case Study!

Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign up below!

Q1 2021 hedge fund letters, conferences and more

The Challenges With mmWave

5G roll-out is in full swing. 144 5G networks have been launched with 90 more expected in 2021. Over 200 5G devices are now on the market and 5G is expected to reach 1 in 5 people by the end of 2021. The 5G network is split broadly into the sub-6 GHz and mmWave spectrums. The vast majority of the deployment to date has been in the sub-6 GHz bands with the extent of infrastructure upgrades ranging from minor software changes to moderate unit upgrades. Whilst the sub-6 GHz bands are certainly vital to 5G, mmWave is where many of the wonderous vertical applications touted by operators are made possible. The super high download rates and super low latency help enable technologies such as autonomous vehicles, augmented reality, game streaming, and much more.

David Einhorn At The 2021 Sohn Investment Conference: Buy These Copper Plays

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasThere's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021 Sohn Investment Conference here. Q1 2021 hedge fund letters, conferences and more SORRY! This content is exclusively for paying members. SIGN UP HERE If you Read More


mmWave also comes with significant challenges; many will be aware that it has poor signal propagation, potentially being blocked by walls, windows, and even the mobile user's hands. But another key challenge is the dielectric losses experienced in materials utilized throughout the infrastructure and mobile devices. This jump in frequency up to bands with 28 GHz and above also creates significant signal losses in materials used for the antennas, advanced electronics packaging, and many more areas. The IDTechEx report “Low-loss Materials for 5G 2021-2031” outlines the key material challenges as the 5G deployment continues in both the sub-6 GHz and mmWave bands, benchmarks the various material options, considers the players active in this field, and forecasts granular market breakdowns for these materials in infrastructure, mobile devices and customer premises equipment (CPE).

5G Market Low Loss Materials

Materials used in future 5G networks will be different and more diverse. Source: IDTechEx report “Low-loss Materials for 5G 2021-2031

The Emphasis On Low-Loss Materials

The emphasis on low-loss materials in 5G has already started to take effect with Apple transitioning back to LCP (liquid crystal polymer) in the iPhone 12, partly for its low-loss properties, and rumors are circulating around large mmWave antenna orders being shared between companies to keep up with demand for the iPhone 13. We are also seeing increased moves from big materials players like Solvay advertising their PTFE (polytetrafluoroethylene), LCP and PPS (polyphenylene sulfide) options, SABIC expanding their production of low-loss PPE (polyphenylene ether) resin by 10-fold, and large acquisitions like DuPont acquiring Laird, both players active in this space.

As 5G deployment continues we can expect to see many more 5G mobile devices and much more mmWave utilization, especially later into this decade. Due to the poor signal propagation at high frequency, the mmWave network will be densely packed with infrastructure, combine this with the need for low-loss materials and we see an extremely large market for options such as PTFE, LCP, PPE, ceramics, hydrocarbons, glasses and more as we transition away from the legacy BT-epoxy (bismaleimide-triazine) based materials.

5G Market Low Loss Materials

There will be rapid growth in demand for low-loss materials in 5G. Source: IDTechEx report “Low-loss Materials for 5G 2021-2031

Aside from the low-loss material challenges, there are a host of issues relating to the extra heat generated by 5G devices and the materials solutions to solve them, IDTechEx has a report dedicated to this topic, “Thermal Management for 5G”, which covers semiconductor choices, die-attach technologies and “Thermal Interface Materials”. Additionally, there is a large number of technologies and players in the 5G space covered by the report “5G Technology, Market and Forecasts 2020-2030”.

For more information on the low-loss 5G report, please visit www.IDTechEx.com/LowLossMats, or for the full portfolio of 5G related research available from IDTechEx please visit www.IDTechEx.com/Research/5G.


About IDTechEx

IDTechEx guides your strategic business decisions through its Research, Subscription and Consultancy products, helping you profit from emerging technologies. For more information, contact [email protected] or visit www.IDTechEx.com.

Previous article Ebang: Yet Another Crypto “China Hustle” Absconding With U.S. Investor Cash
Next article On the Verge of Stocks Pullback
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

No posts to display