At the conclusion of the C-Band auction, I wrote that deployments of millimeter wave technology would largely stop. Even as Verizon reaffirmed its commitment to deploying mmWave, I believe that these plans would be downscaled in due time. This is because the cost for mmWave would strongly suggest this direction. Over the past week, many… Read More: 5G Power Consumption: How mmWave and C-Band Compare »
A couple of years into 5G roll outs, the main question for operators remains on how to monetize the 5G network investments. Operators understand that enterprise wireless networks are a potential source of revenue. Many of them, from around the world, have engaged in trials testing 5G networks in enterprise settings. The trials have uncovered… Read More: Could Wireless Networks Serving Industry 4.0 Applications Succeed without Automation? »
Update: The assignment phase concluded since I wrote this post. You can download summary of the results by entering your name and email here. The clock phase for FCC C-Band Auction 107 has concluded in 97-rounds raising a record $80.92 Billion. The auction moves to the assignment phase. The proceeds exclude up to $13 B… Read More: FCC C-Band Auction 107 Outcome and Consequences »
Land-space network convergence was the theme of the second Space Intersects Internet workshop we held on December 15, 2020. To download a summary transcript, enter your name and email in the boxes below.
I’ve been exploring the impact of LEO satellite constellations on the wider telecom industry. Depending on the sector, the rise of LEO satellites is either complementary or competitive. Sometimes, the synergies are not evident. At other times, the competitive nature is masked by nascent requirements and emerging applications that could be game changers in the… Read More: The Synergies Between LEO Satellite Constellations and Submarine Cables »
The advent of non-geostationary satellites (NGSOs) has raised the issue of convergence with land-based networks. The question centres on how to provide users with services across different networks efficiently and reliably. Until now, satellites offer distinct service model defined in its own silo. With a converged land-space Internet, services could extend across multiple networks to… Read More: Land-Space Internet Convergence »
LEO constellations are set to introduce new dynamics in connectivity services. I’ve been looking to answer questions on the competitive or complementary nature of LEO with different types of terrestrial services such as fixed wireless access or long-haul transport. In process of the analysis, one needs to differentiate among LEO constellations since they are designed… Read More: Comparing LEO Constellations: How They Stack Up! »
A trend is taking shape where open RAN is made of canned solutions – I call this Canned RAN. The concept of interoperable RAN elements is yielding the path for a subset of integrated solutions from a few vendors that plan to dominate the open RAN market (additional perspective here). After a couple of years… Read More: Canned RAN: A Stage Towards Open RAN Maturity »
China made headlines by launching an experimental satellite in low earth orbit to test 6G terahertz technology. This has the merit of elevating the 5G race debate to a higher level: 6G and space Internet. It comes at a time when several trends are taking shape, such as the evolution of 6G and the emergence… Read More: A New Race is Looming [and it’s not 5G!]: Why… »
In a virtual ‘fireside chat’ at Capacity Europe 2020, Riad Hartani of Xona Partners and Manik Vinnakota of Telesat discuss the impact of emerging LEO constellations.
5G fanatics would lead you to believe that 5G will make fibre obsolete. So how real are their claims and how does 5G fixed wireless access (FWA) compare to FTTH on performance and RoI? To answer, we teamed-up with our partners at DTS to objectively assess the performance of fibre and millimeter wave (mmWave) FWA.… Read More: mmWave FWA vs. FTTH: Friend or Foe? »
Enterprise private wireless networks been around ever since commodity base station silicon came to market in the mid-2000’s. 15 years later, deployments remain few and small. So the questions for investors are: are private wireless networks for real? How big a market is it? If I were to put money, where and how should I… Read More: Who Will Lead The Enterprise Private Wireless Network Market? »
We are offering a packaged valuation service for the upcoming FCC 3.7 GHz C-band spectrum auction and the Canadian 3.4 GHz auction. Included with the services is a detailed update of prices for global auctions and operator allocations in mid-band spectrum. Contact me for a quote. Click here to see our 5G midband spectrum valuation… Read More: 3.7 GHz C-Band Spectrum Valuation »
Many significant trends we saw coming in the mid 2010s became reality. Notable examples include the evolution of network function virtualization, the emergence of the telecom cloud platform, the slow but progressive leverage of Artificial Intelligence by telecom operators as a productivity engine, the use of continuous integration and delivery DevOps framework in telecom service… Read More: Hindsight is 20/20: Internet Technologies Trends Retrospect »