The only factor we have moved this month is on 5G devices and services, to reflect the launch of the long-awaited 5G-enabled iPhone. Replacement cycles for mobile devices are extending, so while this may not materialise into a super-cycle of upgrades, it will nonetheless catalyse demand for 5G services among high-end device users, particularly in iPhone heavy markets such as the US and UK, as well as in affluent markets in the Middle East. This has led to a slight upgrade in overall 5G demand.
FWA: 5G is one of many catalysing forces
4G has already catalysed rapid growth of FWA in numerous markets, such as South Africa, Japan, Sri Lanka, Italy, and the Philippines. This growth has been driven by the combined impact of mobile network operators (MNOs) commercialising FWA services to households in underserved urban areas, the slow pace of fibre roll-out in some countries, government subsidies for rural broadband…
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