The satellite and cellular wireless industries have long progressed along parallel tracks that rarely intersected [see here]. However, this could change in the next few years [see here]. Both satellite and cellular technologies are evolving to improve performance and reduce cost through technological innovations and new business models. In our recent paper, we analyzed the cost model of… Read More »
Last week, I had the opportunity to attend Edge Computing World where I participated in providing a workshop on the economics of the edge. Over the course of two and a half days of discussions common themes become evident. Here, I share a few observations on the edge computing value proposition and recent market developments that indicate what… Read More »
In my previous article, I wrote about developments in virtual RAN, and indicated that the actual focus on the service providers is on core network migration strategies. The RAN receives high attention because it consumes more of the MNO capex and opex than the core network. This makes it a primary target for cost reduction. However, the core… Read More »
Over the past week, I had the opportunity to get a full status update on Radio Access Network (RAN) transformation at the Telecom Infra Project (TIP) Summit in Amsterdam. I also had the opportunity to speak with a few service providers on the evolution of the telco network. Understanding the pain points and motivation of the carriers is… Read More »
“Where is the edge?” is one of the most popular questions I heard at telco industry events. The answer often comes as “the edge is where it needs to be.” Some understand this to mean wide distribution of computing hardware that will make the telco edge cloud. Here, I will argue why wide distribution of computing is unlikely… Read More »
As 5G rolls out, edge computing is the hope of service providers to finally provide differentiated services. Service provides have two paths to monetize the edge: a consumer services path and an enterprise services path. The former plays to the strengths of the mobile service providers. The latter, enterprise path, is as an incremental opportunity that 5G could… Read More »
Is OpenRAN (Open Radio Access Networks) the path to saving costs in radio access networks? Vodafone seems to think it is as it trials the technology in its networks in the UK and Africa. Among Vodafone’s goals are: 1. Improve supply chain resilience; and 2. Connect rural communities using standardized, lower cost network equipment. This is good news… Read More »
The prospects of millimeter (mmWave) 5G deployments have peaked the interest of mobile ecosystem players, investors included. While mmWave frequencies offer unmatched capacity, their coverage footprint lead to high network roll out and operating costs*. This raises questions on the financial viability of mmWave 5G. Vendors and suppliers continue to face tough decisions about supporting these frequency bands.… Read More »
The mobile and satellite industries progressed along parallel path, rarely intersecting. This is because neither side could satisfy the value creation needs of the other side [see here]. However, there is a renaissance in satellite communications brought about by high-throughput satellites and improved launch economics. Entrepreneurs from outside the industry like Elon Musk and Jeff Bezos are planning… Read More »
The satellite and mobile industries have long played in their own field, rarely intersecting despite being complementary. The disconnect between the two camps is surprisingly large. Neither side paying much attention to developments on the other side. Their relationship even turned adversarial where spectrum rights were at stake. Both industries are now trying to work together by defining… Read More »
Research from Xona Partners on 5G deployment trends and prospects reveals that operators will focus on mid-band spectrum. The millimeter wave technology will remain a niche play in the short and medium terms. 5G is a Mid-Band Play Operators around the world have spent over $16.2 Billion acquiring 3.5 GHz spectrum (C-band) in the 18 months between January… Read More »
I highlighted in my previous article on LEO satellites the capacity that will come online within the next few years. In 2024, the capacity supply from LEO satellites could be 24x of what GEO satellites offer today. Such a rapid increase in capacity over a short period of 5 years could have great consequences on many telecom incumbents.… Read More »
A new kind of space race is on. If all goes according to plans, a few thousand satellites will be orbiting the earth to provide internet connectivity from space. These are a new generation of high-capacity satellites that will orbit at relatively low altitudes to provide unprecedented performance from space-based networks. These low-earth orbit (LEO) satellites will be… Read More »
Safety. Productivity. Reliability. These are the three axioms that govern the mining and oil & gas industries. I have been researching the potential for private networks in these verticals to determine what role, if any, could LTE and 5G networks play. Looking back over the past 10+ years, private networks held much promise, but showed little success. Will… Read More »
While 5G attracts most attention, operators had been making decisions on how to retire legacy 2G and 3G networks to free up spectrum for LTE networks and support higher capacity. Unlike earlier technology migrations where the path was clear, operators have to make tough decisions on which network to turn off first: 2G or 3G. In this, we… Read More »