Tag Archives: 5G

5G Spectrum Costs: The Value of 3.5 GHz Spectrum

Interest in the 3.5 GHz band is increasing as its set to become the global 5G spectrum band. We recently undertook a study for a new research report* of global 3.5 GHz band to uncover the impact on the 5G deployment timelines and ecosystem. One of the fundamental questions is putting figures on the value of the 3.5… Read More »

5G Workshop: Demystifying 5G for Decision Makers

5G as a platform for private networks and enterprise applications is more than just another service provider technology. Enterprises, neutral host service providers, building owners, asset management companies and many others are asking about the potential impact of 5G. We have prepared the 5G workshop to provide the facts – not sell the hype of 5G. The objective… Read More »

3.5 GHz Spectrum Valuation Setting New Records

Results from the recent UK spectrum auction and the minimum price set by the Korean regulator show record 3.5 GHz spectrum valuation. UK operators paid £1.16 Billion ($1.64 Billion) for 150 MHz. In Korea, the regulator asked for close to $2.5 Billion for 280 MHz. For comparison, the 3.5 GHz UK spectrum is more than 5x the price paid… Read More »

The True 5G Value Proposition: It’s not about Speed and Latency!

It is common to pin the 5G value proposition on its performance, mainly capacity* and latency. These features will enable applications that operators can monetize. However, I will argue here that capacity and latency are secondary to realizing the full 5G value proposition. Capacity and latency make for big headlines and are easy to grasp by the common… Read More »

The Cost of 5G

In my earlier post, I outlined a few myths about 5G to avoid the cascading technology trap. Here, I like to extend the discussion and share a few data points on the cost of 5G networks. Over the past few months, our team has analyzed vendors’ roadmaps and product features, assessed spectrum and its cost, and developed deployment… Read More »

5G Myths and the Cascading Technology Trap.

There are a few myth about 5G that I came about in discussions with executives, investors, smart city officials and other parties active in technology development and planning for new services. Two examples: Don’t bother deploying a certain IoT technology – for example LoRaWAN or similar technology – because 5G will serve all these applications (e.g. street lighting,… Read More »

Power Consumption: Bitcoin Mining vs. Mobile Base Stations

One of the criticisms of blockchain technology center on power consumption and the cost of mining. The electricity consumed in mining operations is high and continues to grow as mining difficulty increases in response to increasing processing power. Some think that blockchains is wasteful technology that is not compliant with a 21st century outlook for a green economy.… Read More »

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 »