The number of patents and key underlying technologies for 5G mobile networks will evolve significantly within next 5 years. However, early analysis shows that Qualcomm will still be the IP leader but may be not as dominant as in 4G-LTE. The device makers like Apple, Samsung, and Lenovo are also working on 5G IP development in order to minimize IP licensing costs.
Qualcomm is an interesting contrarian play. Apple is suing them, they just lost an $800 million arbitration to Blackberry, and they have problems in Korea. None the less, this is the most dominant comany in the mobile technology world and they won’t be left behind for the next big thing. We own it for the long haul having just purchased it recently at $52.8. 5G is the next big thing and AT&T’s purchase of Straight Path today could start drawing attention to this emerging technology.