5G, due to begin ramping around 2020, delivers improvements over 4G that should be valuable for IoT deployments. That could expand the addressable market of many chipmakers.
With the help of camera rigs such as Nokia's Ozo, the amount of content being created for VR headsets is rising quickly.
Soft capital spending from telcos weighed on Cisco's router sales and order growth. Many peers are facing similar challenges.
Nokia is reducing the price of its virtual reality camera by 25% as it prepares to launch it in China.