So the elephant in the room is obviously the ongoing spread of the coronavirus COVID-19 that has now earned the pandemic label. It's not about telecom and internet infrastructure, and yet it's invading every subject these days. Everyone, literally, is figuring this out in real time. So I thought I'd bring it up for discussion. What do readers think will be the effects?
There is one positive potential effect: universities, sporting events, and whatever else can go virtual instead of in-person are looking to go that way, which can only mean more traffic and more demand for the infrastructure to handle it. Social distancing means more data usage, any way you slice it. Even the pandemic subsides, much of that acceleration toward more virtual interactions will surely remain with us.
But the indirect effects seem more than a little daunting. Supply chains are sure to be disrupted for the gear that service providers need to meet that demand. Components that come from areas already or soon to be in some form of lockdown or quarantine are likely to be delayed at best. How much inventory is available before backlogs grow? I have no idea, and I'd be curious to hear what others might know.
Will there be an impetus to roll out 5G more quickly? Or will chaos in the financial markets lead to caution in capex spending? I'm struggling to come up with an educated guess. So, whether in Europe, the Americas, Asia, or Australia, if you have anything to share please leave a comment below. What are you seeing, if anything? Or what do you expect to see?
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