The 6G Arms Race is Real and China is Winning
What happened in China on January 8 was not a stunt. It was a warning.
A surgeon in Fujian performed a remote liver surgery using robotic arms. He wasn’t in the operating room. He was operating over a 5G network with only 0.1 seconds of latency.
This wasn’t some experimental gimmick. It worked. And it worked because China has built a national 5G network that no other country can match. Over 4.4 million base stations now blanket every corner of China, including rural areas where U.S. coverage would fail completely.
That same 5G infrastructure is now being used to push ahead in the next frontier. 6G. While most countries are still working on 5G rollout, China is already building 6G. They are years ahead. And it matters.
6G is not about faster phones. It is about global power. Whoever sets the standards, controls the patents, and builds the backbone will control what the rest of the world runs on for the next 20 years.
The Strategic Lead That Nobody is Talking About
Let’s get to the numbers.
China currently holds 40.5% of all 6G patent filings. The U.S. is second at 35.2%. Europe is a distant third at under 9%. And this is not just about patents. China is also driving the rules.
Chinese experts have already pushed three key 6G standards through the United Nations’ telecom body. That means any company that wants to play in this space may need to use Chinese technology, pay Chinese firms, or build to China’s blueprint.
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Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
Please read the offering circular and related risks at invest.modemobile.com.
This didn’t happen by chance. China invested heavily in 5G early. They installed more infrastructure, more quickly, and at far greater scale than anyone else. And now they’re using that infrastructure as a launchpad for 6G.
Chinese companies are already testing 6G on top of 5G. They are running simulations. Launching satellites. Setting up small networks. And filing patents faster than the rest of the world can keep up.
This is what a lead looks like.
6G Will Not Just Change the Internet. It Will Reshape the Battlefield
By 2030, 6G networks are expected to offer download speeds 100 times faster than 5G. Latency will drop below 100 microseconds. But that’s just the baseline.
6G will make two things possible that 5G could not. Real-time machine communication and network-integrated sensing. In simple terms, 6G networks won’t just connect devices. They’ll help machines see, respond, and operate together across massive distances.
That means autonomous vehicles, drones, AI-powered surveillance, and real-time coordination of systems that were never able to talk to each other before.
In a civilian context, this powers everything from smart cities to fully immersive AR and VR.
In a military context, it enables battlefield coordination at the speed of light. China already views 6G as a critical defense asset. They are testing 6G comms on hypersonic missiles. They are experimenting with radar-grade object detection from wireless signals.
There are even reports of a 6G jamming system that can feed false data into enemy aircraft systems.
Whether those systems are real or still in testing, the intent is clear. 6G is not a consumer tech story. It is a national security play. And China is moving fast.
Why the Real Power of 6G Is in the Supply Chain
Here’s the part that most investors are missing. 6G networks depend on exotic hardware.
That includes antennas, sensors, and chipsets that use materials like gallium, germanium, and rare earth elements such as neodymium and dysprosium.
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The question is, will you be part of it?
Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
Please read the offering circular and related risks at invest.modemobile.com.
China produces the vast majority of the global supply of these critical inputs.
In 2023, China restricted exports of gallium and germanium. Officially, it was for national security. Unofficially, it was a clear message to the West. China holds the keys to the components required for 6G.
This is the type of leverage that creates real economic power.
If the U.S. or Europe wants to compete in 6G, they’ll need access to the same hardware. And that means they either work with China, build alternate supply chains, or fall behind.
The clock is ticking.
Where the Opportunity Is for Investors
Like every network upgrade before it, 6G will create winners. The last time we saw this was with 4G, when companies like Uber, Netflix, and Instagram rode the bandwidth boom.
But this time, the gains may not be in software.
This is an infrastructure and hardware story first. Here’s where smart money should be looking.
Satellite and Space Infrastructure - 6G networks will span Earth and orbit. China’s already launching its own 6G-capable satellites. Watch players in low-Earth orbit networks, launch providers, and aerospace firms that are building next-gen space communication tools.
Materials and Strategic Inputs - The rare earths powering 6G are not optional. Non-Chinese miners, materials science firms, and recyclers are going to become essential to Western supply chains. Keep an eye on companies in Australia, Canada, and the U.S. that are building alternate sources.
Telecom and Infrastructure - Companies that build the hardware for networks will benefit from a massive upgrade cycle. China’s leaders are Huawei and ZTE. In the West, it’s Ericsson, Nokia, and chip firms building for high-frequency wireless tech.
Cybersecurity and Defense - 6G means more connected systems and more attack surfaces. Defense contractors and cybersecurity firms will be tasked with securing these networks. Expect growing partnerships between telecom and defense firms to harden communications infrastructure.
What to Do Now
China is not waiting. The U.S. is scrambling to catch up. Other countries are investing, but the scale is different. China is building. Others are reacting.
If you want to profit from this shift, start now.
Track the global 6G buildout. Identify which countries and companies are leading deployments, filings, and trials.
Follow the money in space and materials. This is where early gains will be made.
Hedge against geopolitical shocks. Supply chain weaponization is not hypothetical. It has already begun.
And most importantly, understand the stakes.
6G is not about streaming or smartphones. It’s about who controls the backbone of future innovation, from cities to combat zones. Whoever leads in 6G will shape global standards, direct the flow of capital, and define the next decade of growth.
The Country That Wins 6G Will Win the Next Century
This is not a story about better phone coverage. It is a story about who sets the rules for the next era of global infrastructure.
China understands this. It is building hardware, writing standards, and securing resources faster than any rival.
The West is not out of the race, but it is behind. Supply chains are still vulnerable. Satellite networks are still catching up. Standard-setting remains up for grabs, but not for long.
Investors who recognize the strategic nature of 6G will have a head start on identifying where capital, control, and innovation will move next.
The decisions being made now will define the next decade. Not just in telecom. Across defense, industry, finance, and geopolitics.
This is the signal.
Ignore it, and you risk getting left behind. Act on it, and you step into one of the most important technology shifts of our time.
Stay Sharp,
Gideon Ashwood