This year I’ll opt to write a few quick thoughts on the state of the telco industry instead of the annual report that follows MWC. Time is tight, so let’s get straight to the main points. Foldable Phones Foldable phones were the main highlight of MWC2019. Both Samsung and Huawei launched models featuring foldable screens. At prices in… Read More »
Two paths to 5G deployments are emerging: consumer and enterprise deployments. The former is how operators make the vast majority of their revenue. The latter is receiving much interest as it promises a new bump in revenue. Enterprise private networks is not a new idea: it has been slow to realize it because of economics among other factors.… Read More »
Edge computing presents a new opportunity for telecom service providers to have a cloud play. Their proximity to users gives them an inherent advantage at the ‘edge.’ The question is: are the telcos ready to capitalize on this opportunity? What could be their approach in securing their share of this market? And, will they succeed in claiming their… Read More »
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 »
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 »
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 »
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 »
Artificial intelligence is in yet another hype cycle – the fourth since the 1960’s. What is different this time from past hype cycles is that it is driven by data from the bottom up as opposed a top-down approach in previous hype cycles. The pervasiveness of connectivity and the Internet make AI applicable in many industries, including telecom.… Read More »
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 »
Cloud players continue to set record revenues and profits while the telcos grapple with stalled revenues. The market cap of three to the top cloud players – Amazon, Google and Microsoft – stand at around $1.9 trillion while the top 4 US telcos – AT&T, Verizon, T-Mobile and Sprint, stand at under $500 billion. The telcos have lost… Read More »
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 »
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 »
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 »
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 »
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 »