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Equity Analyst, LightStream Research

Aqila Ali

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

In ‘ <a href="https://www.smartkarma.com/insights/will-2020-see-successful-deployment-of-5g" target="_blank" data-smartkarma-citation="insights:38648" rel="noopener">Will 2020 See Successful Deployment of 5G?</a> ’, we looked at the 5G development process, stating that we expect successful deployment to be delayed until the end of this year in a best-case scenario.
While most of the hype and attention has been on <a target="_blank"></a>5G, we feel that Wi-Fi 6 appears to be much closer to being realised and that device manufacturers have been taking Wi-Fi 6 more seriously.
This insight takes a look at the Wi-Fi 6 technology, its development process, and its differences compared to 5G.
Key points we highlight are:
<ul>
<li>Wi-fi 6, previously denoted as 802.11ax, is a better version of the Wi-Fi network (replacing Wi-Fi 5 standards) in terms of data rates, multiple user connectivity, and battery performance of devices connected to the network.</li>
<li>The Wi-Fi 6 technology appears to be a need during this pandemic, where people are locked down at home and internet usage is on the rise.</li>
<li>Mobile and hardware devices that are Wi-Fi 6 enabled have been launched since 2019.</li>
<li>Comparing Wi-Fi 6 with 5G, we note that:</li>
</ul>
<ul>
<li>
<ul>
<li>5G and Wi-Fi 6, both aim at delivering better performance.</li>
<li>5G is more suitable for outdoor use, while Wi-Fi 6 is more for indoor use.</li>
<li>Wi-Fi 6 adoption might be faster than 5G.</li>
<li>The U.S. seems to be leading the world with Wi-Fi 6, explaining the country’s relatively slow progress on 5G.</li>
</ul>
</li>
</ul>
<ul>
<li>Wi-Fi 6 is likely to be successfully deployed across the world by 2022 and will be successful only if the network reaches a 6ghz bandwidth.</li>
<li>We feel that, Wi-Fi 6 seems more necessary (than 5G) for IoT trends such as smart homes to develop and advance.</li>
</ul>
We go through the details below.

In ‘ Will 2020 See Successful Deployment of 5G? ’, we looked at the 5G development process, stating that we expect successful deployment to be delayed until the end of this year in a best-case scenario.
While most of the hype and attention has been on 5G, we feel that Wi-Fi 6 appears to be much closer to being realised and that device manufacturers have been taking Wi-Fi 6 more seriously.
This insight takes a look at the Wi-Fi 6 technology, its development process, and its differences compared to 5G.
Key points we highlight are:

Wi-fi 6, previously denoted as 802.11ax, is a better version of the Wi-Fi network (replacing Wi-Fi 5 standards) in terms of data rates, multiple user connectivity, and battery performance of devices connected to the network.
The Wi-Fi 6 technology appears to be a need during this pandemic, where people are locked down at home and internet usage is on the rise.
Mobile and hardware devices that are Wi-Fi 6 enabled have been launched since 2019.
Comparing Wi-Fi 6 with 5G, we note that:




5G and Wi-Fi 6, both aim at delivering better performance.
5G is more suitable for outdoor use, while Wi-Fi 6 is more for indoor use.
Wi-Fi 6 adoption might be faster than 5G.
The U.S. seems to be leading the world with Wi-Fi 6, explaining the country’s relatively slow progress on 5G.




Wi-Fi 6 is likely to be successfully deployed across the world by 2022 and will be successful only if the network reaches a 6ghz bandwidth.
We feel that, Wi-Fi 6 seems more necessary (than 5G) for IoT trends such as smart homes to develop and advance.

We go through the details below.

WiFi 6 가속화를 위한 봉쇄: 예상되는 5G 구축에 대한 위협인가?