Samsung’s Bold Commitment to a 5G Future Gives Its RAN Business Short Shrift

Ed Gubbins – Senior Analyst

Summary Bullets:

• Samsung’s bold announcement of $160 billion investment in the future missed an opportunity to highlight its 5G mobile access infrastructure capabilities.

• At this crucial inflection point in the run-up to the 5G era, Samsung’s longtime-underdog RAN business shouldn’t take a back seat in high-level messaging.

Samsung this week announced sweeping plans to invest a total of KRW 180 trillion (or about $160 billion) over the next three years in future growth areas including artificial intelligence (AI), 5G, automotive electronics components, and biopharmaceuticals.

Given the intended impact of the announcement, it’s surprising that Samsung didn’t take the opportunity to make a stronger statement about its role in 5G mobile access infrastructure. True, the release does state that the Korea-based tech giant “will also invest aggressively to become a global player in the advanced markets for 5G chipsets and related devices and equipment.” If that last word can be read to include mobile networking gear, then at least part of a single word in the 820-word message was aimed at capturing 5G networking mind share – not exactly a ringing bell.
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