The news: Razer, Verizon, and Qualcomm are teaming up on the Razer Edge 5G, the world’s first 5G mobile gaming handheld, per Ars Technica. They are the latest players in an emerging gaming trend.
Why it’s worth watching: As the gaming industry heads for a slowdown, we are seeing new opportunities in portable gaming hardware like the Nintendo Switch, Steam Deck, Logitech’s G Cloud, and various GPD products.
We forecast that the future of video games will be streaming, which makes sense for powerful, portable consoles that are basically handheld PCs with Wi-Fi or 5G connectivity.
Trendspotting: The portable gaming segment will continue to benefit from partnerships with network carriers as well as chip manufacturers looking to break ground beyond smartphones and PCs, which are both maturing markets.
Expect T-Mobile, AT&T, and other global carriers to seek out hardware gaming partnerships to compete with Verizon’s Razer Edge 5G.
What’s the catch? Consumers will need to navigate various game streaming platforms and decide which operating systems, carriers, and subscription ecosystems they want to invest in.
This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping the technology industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily.
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