1. 5G

UBS forecast 246M global 5G smartphone unit shipments (sell-In) in 2020, or 20% of total smartphone shipments. For 2021, they forecast 442M (33% of total). Their initial forecasts are 670M 5G smartphone unit shipments in 2022, increasing to 1.135B in 2025 or 80% of total. (UBS report)

2. 5G BOM