Jefferies says Western-China split may delay 6G development

Jefferies said the divide between Western and Chinese telecom ecosystems could prolong 6G development, according to an analysis cited by Economic Times.

Jefferies said the split between Western and Chinese parts of the telecom industry may drag out the development of 6G. The analysis, reported by Economic Times, framed the issue as a structural divide in the global telecom equipment market rather than a short-term product cycle delay.

Jefferies said no equipment vendors will likely get any boost from 6G in the near term. The analysts cautioned that 6G development could take much longer, which would defer any commercial benefit for network equipment suppliers tied to a new mobile generation upgrade cycle.

The report did not present a launch date, technical milestone, or vendor-specific forecast in the excerpt provided. The central factual point was that fragmentation between Western and Chinese telecom ecosystems may slow standardization and development progress for 6G.