"5G Leading Stocks Are 6G Leaders... No Change Expected for 7 Years"

[Image source=AP Yonhap News]

[Asia Economy Reporter So-yeon Park] Hana Financial Investment stated, "The current leading stocks in 5G (5th generation communication) are highly likely to remain the leaders in 6G as well," and asserted, "There will be no change in the leading stocks for the next seven years."

According to FN Guide on the 12th, Hana Financial Investment said in a recent report, "6G is an advanced form of 5G," adding, "The IoT (Internet of Things) envisioned in 5G is expected to evolve into IoE (Internet of Everything) in 6G."

Researcher Hong-sik Kim predicted, "6G is expected to be discussed around 2025 and commercialized after 2028."

Researcher Kim emphasized, "It is practically impossible for platform, IT, and automobile companies to lead 6G," and added, "Some investors mention new players entering the 6G market, but realistically, the probability of success is very low."

The 6G sector requires enormous initial capital investment and has a long payback period, with economies of scale being essential. Achieving the break-even point requires securing a significant number of subscribers. The business is subject to many government regulations, including license acquisition and major shareholder eligibility reviews, which are complex and vary by country. Additionally, providing universal consumer services and compensation for damages demands substantial resource input.

Researcher Hong-sik Kim said, "Skipping 5G services and moving directly to 6G is obviously impossible. 5G will evolve into 5G+, and based on that, transition to 6G is likely," adding, "Telecommunication companies, device manufacturers, component companies, and network equipment firms leading next-generation mobile communication standards are setting these plans."

Researcher Kim also noted, "Of course, 6G may involve the integration of some heterogeneous networks, and fiber optic transmission between semiconductors might be used," and added, "New components to handle ultra-high frequencies and high power will be adopted, but importantly, 6G is unlikely to become an independent, beta-type new network."

He said, "The possibility of a change in the current 5G industry leaders during the 6G era is low," explaining, "Entry barriers are high, and revolutionary changes in network configuration are difficult." He further stated, "In the 6G era, KMdoubler, Ace Tech, Gigaline, Sollid, Innowireless, HFR, Oisolution, RFHIC, Seojin System, Dasan Networks, and Ubiquoss are highly likely to remain the leading domestic network equipment stocks."