5G Market Consolidation leads to multiple strategic consulting projects
Mobile Experts Inc. launched a new service this week, dedicated to consulting services for strategic investors in the mobile telecom market. This new service makes the team of Mobile Experts analysts available as deep subject-matter experts to advise anyone making an investment in wireless, edge computing, satellite communications, or smartphone/IoT device architectures.
“We’ve parachuted into strategic M&A projects periodically over the past fifteen years,” commented Joe Madden, Principal Analyst. “Recently, however, we’ve noticed an increasing number of investors that are exploring acquisitions or investments in ventures related to 4G or 5G technology. We are here to help the investors to make good decisions.”
“To be clear, we can provide very accurate market size and growth forecasts that are based on direct interviews with industry players.”, continued Mr. Madden. “We track the shipments, revenue, and market share and we’re well known for our accuracy. Perhaps less well known is that we’ve correctly predicted the strategic outcome of nine major market initiatives over the past 18 years. We have a combination of economic/cost analysis and technical savvy that allows us to make very specific conclusions about future adoption of technology.”
Since 2007, Mobile Experts (originally Madden Consulting) has accurately predicted usage of the most important technical innovations in wireless. All of these were confirmed some 3-7 years later:
- 2009: We predicted the widespread adoption of Massive MIMO in 2016.
- 2011: We defied the experts and stated that Small Cells would be used for capacity, not for coverage in mobile networks.
- 2013: We forecasted very limited Virtual RAN adoption.
- 2015: We foresaw the use of mm-wave for Fixed Wireless Access.
- 2016: We estimated the size of the 2021 Cellular IoT market within 10%. (Remember, this was back when people were hyping “20 billion IoT devices”).
- 2018: We nailed the Private Cellular forecast by predicting a $2B market in 2024. (the actuals came in for 2024 at $2.4B)
- 2019: We forecasted a very limited market for Open RAN through 2028.
- 2021: We predicted the spread of FWA to urban areas in competition with cable
- 2022: We highlighted the shift to uplink data with AI/ML, IoT, and video applications.
- 2024-2025: We’ve recently made predictions about D2D services, Neutral Hosting, 6G, and AI/ML in wireless networks.
During 2025, Mobile Experts has predicted that the wireless market will shift from “growth mode” to “commoditization”, meaning that many companies will be merging together or acquiring product lines from each other to consolidate the supply chain. Mobile Experts is announcing its intention to participate in these consolidation activities as an unbiased due-diligence and subject matter expert firm.
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