Four Chinese ministries issued the policy document in September, called "Guiding Opinions on Expanding Investment in Strategic Emerging Industries and Cultivating Strengthened New Growth Points and Growth Poles." As you can see below, in this document, 5G was the top recommendation. The National Development and Reform Commission, Ministry of Science and Technology, Ministry of Industry and Information Technology, and the Ministry of Finance came together to suggest priorities for the 14th Five-Year Plan. more
In an earlier post, I described three Chinese low-Earth orbit (LEO) satellite constellations that seemed to be oriented toward broadband communication... None of those companies seem to be pursuing the global consumer market that SpaceX and OneWeb hope to serve, but a new Chinese company code-named GW seems to plan on doing so. more
Over the past few days, Microsoft made two major announcements. One was a "playbook [for] providing a carrier-grade platform for edge and cloud computing to help network operators realize the full potential of 5G technology" using its it Azure cloud data centres. The second announcement was a new platform that enables satellite-based access to those same cloud data centres designated Azure Orbital. Coupled with these announcements was another one by Samsung... more
It's been a while since I checked in to see how the U.S. is doing in the 5G race. I haven't been following the issue since before the pandemic when the U.S. government was tossing around the idea of buying a controlling interest in Nokia or Ericsson. That idea went nowhere but led to a lot of articles in the business press. I decided to look anew after seeing recently that the FCC is estimating that it would cost U.S. carriers about $1.8 billion to replace Huawei and ZTE gear in U.S. more
Teledesic was the first company to plan to offer broadband connectivity using a constellation of low-earth-orbit (LEO) satellites. Craig McCaw, who had sold McCaw Cellular to AT&T, founded Teledesic in 1990 and it got a big visibility and credibility boost when Bill Gates made a small ($5 million) investment in the company. McCaw and Gates were able to attract capital - $200 million from a Saudi Prince, $750 million from Motorola, and $100 million from Boeing, which signed on as the prime contractor. more
A lot of rural America continues to hope that low orbit satellite (LEO) service will provide a broadband alternative. It's been a while since I've covered the status of the companies proposing to deploy constellations of satellites for providing broadband. In March, OneWeb filed for Chapter 11 restructuring when it was clear that the company could not raise enough cash to continue the research and development of the satellite product. more
Great article by the BBC about email vs. mobile apps in China -- and why email is losing out to the most popular apps. It's important for Westerners such as myself to remember that most of the world did not first interact with the Internet via desktop computer. In most emerging markets, people leapfrogged computers altogether on their way to using mobile apps. more
The Information Technology Industry Council (ITI) published a recent report that looks at "5G policy Principles and 5G Essentials for Global Policymakers." For those who don't know ITI, they are a DC-based lobbying group that represents most of heavy-hitter tech firms, and which works to help shape policy on tax, trade, talent, security, access, and sustainability issues. I don't think I've seen another document that so clearly outlines the hopes of the big US cellular companies. more
The Democratic Staff Report Prepared for the use of the Committee on Foreign Relations United States Senate, July 21, 2020, entitled "The New Big Brother," is actually all about 5G technology. The report jumps on the runaway anti-China train chaotically flailing around Washington these days to "out-Trump, Trump." It characterizes 5G technology, longstanding international collaboration, and COVID-19 tracking as all part of a global conspiracy for "digital authoritarianism" run out of Beijing. more
A consortium of the UK Government and Bharti Enterprises bought bankrupt OneWeb, a company that had raised $3.2 billion and had acquired valuable spectrum rights, for $1 billion. That is a good start, but a BBC article says experts believe that at least $3 billion is needed to complete the OneWeb constellation. Will they make it?
The UK government will be a source of further funding. OneWeb's primary goal is closing the digital divide by bringing broadband connectivity... more
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