要靠5G重回移动市场，英特尔都在做什么

If the mobile carriers are also getting involved with the transition to 5G it's safe to bet that the technology is about 5 to 10 years out, as it's extremely unlikely that 4G will sustain the projected explosion in data usage and the current pricing model isn't very appealing to consumers and offers limited viability for growth going forward. Therefore, while the transition to 5G is capex intensive, it also will increase the size of the revenue pool for both telecoms and semiconductors as 5G is a strategic enabler to selling more web-connected devices, which also translates into more billable data for all the network providers.

Source: Amigobulls

Intel is starting to recover on the back of a strengthening market sentiment and the positive announcements from IDF 2015. The media went into various technologies that Intel showcased at the event, but what was most important was the discussion of 5G and the upcoming architecture for its CPU-family. That being the case, those two areas are in solid condition as Intel is positioning itself to build better mobile baseband technologies and benchmarks for Skylake were very promising. Intel also communicated that they have more of a five-year to 10-year roadmap for mobile. That's plenty of time for Intel to catch up to Qualcomm, which is why investors have a lot of growth potential over the long haul despite the maturity of the PC-business.