Tag Archives: LTE

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:

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 »

What Capacity Problem?! A View on the Small Cell Market.

Small cells have existed and been talked about for about a decade now. The technology and market went through different phases tracking 3G, LTE and now 5G technologies. Yet, the deployment of small cells has been timid and numbers fall below expectations. The fundamental thesis behind small cells is that demand for capacity exceeds supply. The market speculated that… Read More »

Midterm Observations on the Telecom Industry.

Three events were held this past week that provided an opportunity to get a midterm pulse of the telecom industry: the MWC-Shanghai, 5G World and WBA Congress. Having attended the last two, I wanted to summarize a few observations: * The vision for 5G is converging; industry is aligning along common themes.  A few leading operators are racing to claim 5G capability… Read More »

Does the Short Road to 4.5G Mean a Long Road to 5G?!

Browse through industry literature or conference proceedings and trade shows, and you’ll be inundated with talk about 5G. On the other hand little is to be found on “4.5G”, or technically speaking, LTE Release 12 and 13 branded as LTE-Advanced Pro [which incidentally I find to be a bad choice of terms that I prefer to use 4.5G even… Read More »

MNOs Investments in LPWA: Strategic or Tactical Expediency?

Over a year ago, SK Telecom invested in SigFox in a round that raised €100 m from a consortium of investors that included Telefonica and NTT Docomo. This week, SKT announces that it will build a LoRa network at a cost of more than $84 m over two years. In the meantime, SKT is working with Ericsson to evaluate the… Read More »

Is IoT at Risk of Stalling?

The wide-area IoT connectivity battle which has been brewing for a couple of years is heating up. Early last month at CES, Ericsson announced the release of “the first complete cellular low-power wide-area (LPWA) solution” to AT&T. At the same time, the Wi-Fi Alliance branded 802.11ah as Wi-Fi HaLow targeting applications in smart home, connected car, digital healthcare, industrial, retail, agriculture, and… Read More »

Will Operators Deploy Phase 1 5G?

Standardization of 5G is split into two phases. The first phase, which is scheduled for 2H2018, will focus on a subset of use cases and features. The second phase which is scheduled for December 2019, will meet ITU2020 requirements for 5G technology. Phase 1 will also focus on sub 6 GHz bands although carriers in Asia are pushing… Read More »

Which IoT Technologies Will Die Out?

IoT use case are fragmented with different requirements. To match these requirements, a number of IoT connectivity solutions are available including wide-area low-power (LPWA), cellular wireless technologies (EGPRS, UMTS, LTE of different varieties), and short range technologies adapted to cover wide areas through mesh networking (ZigBee, WirelessHART, etc.) or extension of point-to-multipoint technologies (e.g. 802.11ah/HaLow). Each of these… Read More »

5G: Revolution or Evolution?

Is 5G an evolution or a revolution? In an earlier article I said 5G is an evolutionary stage. Many disagreed: 5G is a revolutionary technology. But this is all a matter of perspective.  The evolution vs. revolution debate has largely focused on the air interface, or the ‘subscriber interface’: everyone wants to have fast wide-bandwidth connectivity. Naturally, it is the… Read More »

Top 3 Drivers of Investments in the LPWA Market.

Hundreds of millions of dollars have poured into the low-power wide-area (LPWA) IoT connectivity market over the past 2 years alone to kick start a fledgeling ecosystem of companies across a wide range of products and services. In the process of due diligence and research in this market that we undertook at  Xona Partners, we find the following key… Read More »

5 Things You Need To Know About 5G.

The 5G picture is getting clearer by the day. While there is still a lot of fuzziness that will take take time to crystallize the broad outline for 5G is now more clear. Below, is a summary of some of our findings on 5G. Needless to say, 5G developments will have significant ramifications especially as the capital expenses… Read More »

The Challenges of 5G Spectrum

There has never been as much uncertainty about spectrum for a new generation of mobile service technology as there exists today for 5G. GSM was set in the 800 / 900 MHz band and 3G was set in the 2.1 GHz band. Vendors aligned their products with the target bands. There was clear focus and purpose. Then came… Read More »

Is LTE-U DOA?

Reading some of the literature about LTE-U (and LAA) leads you to believe that its deployment is a foregone conclusion: operators love it; vendors support it, and products will be available within months. But operators lack the sales channel into the enterprise where LTE-U is envisioned to be deployed and provide most value. While LTE-U may find its… Read More »