How much will this cell phone "5G" thing change anything?
Agreed with
@FearlessF --
except if residential 5G becomes a thing.
Right now the only feasible way to get home internet is cable, DSL, or fiber. The problem there is that the infrastructure of wiring to every house makes it hard to have competition. Once a neighborhood is wired up with one vendor, other vendors don't want to invest the money to wire up that neighborhood knowing that they're going to have to compete on price for home broadband. So in my area, for example, I have ridiculously expensive cable internet through Cox, or I have 3 Mbps (yes, that's SLOOOOW) DSL through AT&T. Which means I only have Cox as a choice.
The goal with 5G is that because it's higher bandwidth, it may be feasible to put a single cell site in a neighborhood and be capable of serving ALL the homes in that neighborhood with broadband. Thus fixed costs are reduced, and ROI goes up. At that point it might be feasible for someone to come in to my neighborhood and compete with Cox.
That said, as it relates to TV? I don't think it'll change much. I don't think 5G residential internet will be cost-effective in the rural areas which are today underserved by broadband, so I don't think it'll meaningfully increase broadband adoption, which nearly everyone already has. And it's a competitor to cable broadband, but not necessarily to cable TV, so it may damage cable companies ability to bundle and/or punish people like me who won't bundle.
But I think the effects on the TV market are secondary to the effects on the broadband market.