Tag Archives: 5G

The Impact of Performance Predictability on 5G Deployments

Performance predictability is fundamental to the operation of any service provider. It is the foundation on which processes are built. Processes drive efficiency. So when it comes to deploying wireless technologies on large scale, service providers look for the “cookie-cutter” approach. No matter what a technology is, it will get little if any market traction if it cannot… Read More »

A Perspective on 5G Developments

It has been a long time since I attended an ‘academic’ conference, focusing instead on industry and finance events. But this week, I had the chance to drop by at IEEE VTC Fall, one of the leading conferences on mobile technology to get the pulse on the state of R&D and keep tab on latest developments from the… Read More »

The Critical 5G mmWave Success Levers

Applications of millimeter wave (mmWave) technology in 5G fixed access are subject to a few important levers. To start, it’s important to understand that the cost of fixed access networks is directly proportional to the number of houses passed. This provides the advantage of growing the network selectively on geographic basis. But it also means that economies of… Read More »

5G Market Update: the Risk of the Cascading Technology Trap!

We’re mid-way through 2017. That’s only 8 months from the Pyeongchang winter olympics – supposedly a poster for 5G technology [Link2]. Obviously, true, commercial 5G will not happen in 8 months, but the hype machine will kick into increasingly higher gears. Hence, I thought to put together a few thoughts on the state of the market and highlight what… Read More »

The Five Myths of Edge Computing

Edge computing has been attracting a lot of interest lately. The reasons are many, not the least is the potential for service providers to create and monetize new services and applications. I recently chaired a panel on MEC at the Layer123 NFV Congress 2017 in San Jose. In speaking with different ecosystem players, I noted a few misconceptions… Read More »

5G mmWave Spectrum: Was Straight Path Worth the Price?

This past week saw Verizon overtaking AT&T in bidding for Straight Path Communications, owner of 28 and 39 GHz ‘5G’ spectrum, closing the contest at $3.1 Billion, more than double AT&T’s initial bid of $1.25 Billion ($1.6 B transaction value). The acquisition is framed within the context of spectrum for 5G services. What makes this an interesting case… Read More »

A View on TMT from Finance Perspective

Two days at TMT Finance M&A Forum in London were an excellent forum to get the perspective of the business community on developments in telecom, media and technology space. For me, it was the perfect opportunity to hear the CFOs’ view points on many topics that occupy CTOs – anything from evolution of technologies in the telecom and… Read More »

How the Concept of Cloud RAN has Changed.

Cloud RAN has reached the peak of the hype cycle, but I don’t expect the buzz to fade soon. My recent discussions at MWC2017 with many solution architects, vendors and service providers convinced me that Cloud RAN is foggy! This is because marketeers intent on capitalizing on the ‘Cloud’ trend took over the Cloud RAN concept. What started… Read More »

The Value Proposition of mmWave 5G Networks

This year marked a coalescence* around the 28 GH band for 5G fixed access services. A year ago at MWC 2016**, different millimeter wave bands (mmWave) were still in play including the 70 GHz range. I recall discussing the performance of those solutions with exhibitors. They all claimed that mmWave access works in non-line-of-sight conditions. I even recall one the demos… Read More »

The Crossroads of Change: My thoughts on MWC 2017.

There’s not event like Mobile World Congress for gauging the pulse of the industry: 108,000 visitors and over 2,300 exhibitors provide the right platform for that. As I participated with other partners at Xona Partners in drafting our observations from MWC, I wanted to share a few notes and thoughts:

The Road to MWC: The Challenge Ahead

It’s only a week or so for MWC to opens. The biggest telecom event in the globe continues to grow, challenging companies to get their message heard. Press releases are no-longer effective. Day 0 – Sunday before the show – is now a full event day. But even that is not enough, leading major corporations host to analysts and… Read More »

Is There a Business Case for Network Slicing?

Network slicing is a focal feature of 5G networks – a savior for service providers that will enable greater control of the quality of service delivered to clients, especially the enterprise market.  But while the discussion address the technical aspects of network slicing, there are many business and financial issues that remain mysterious!

Is 550 million 5G subscribers in 2022 Too Many?

Will there be 550 million 5G subscribers in 2022 as Ericsson forecasts in its latest mobility report? I highly doubt it – here’s why. LTE is a very successful technology that commercially began to roll out in the US, Japan and Korea in 2010 timeframe. Today, it includes over 520 live networks and over 1.3 billion subscribers (1.7 b per Ericsson’s… Read More »

The Future of 5G: Risking Disappointment?!

Monitoring the progress of 5G at the recent 5G Americas analyst summit, where carriers including AT&T, T-Mobile and Sprint engaged industry analyst on many 5G topics, I noted few observations. For context, the industry remains fixated on capacity: how to scale to support 11 GB in 2019 from ~4 GB monthly usage? This is fuelling the drive towards millimeter… Read More »

How to Get to 5G?

Never before in the history of wireless that as ambitious a program as 5G was put in place. The scope of requirements far exceeds anything that came before it. Moreover, 5G comes at a time when mobile network operators are facing their toughest challenges as their financial performance demonstrates. Consolidation in the ecosystem is wide-spread at the semiconductor… Read More »