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U.S. companies were selling $11 billion a year of parts to Huawei before the blockade. Losing those sales is just the start of the damage. Every other Chinese and Russian company is making sure to find non-US suppliers. The U.S. has threatened India and Turkey with sanctions as well. As other companies replace U.S. components, the impact will be tens of billions more than the $11 billion of Huawei suppliers. more
SpaceX has begun the process of securing licenses to operate its Starlink Internet service in the Caribbean. I don't know which nations they are considering, but would advise them to seriously consider Cuba -- Starlink service in Cuba would benefit the Cuban people, SpaceX, and the US. What's in it for Cuba? Fixed home and commercial connectivity in Cuba are limited, slow, and expensive, but they do have shared connectivity... more
Elon Musk packed a lot about SpaceX and Starlink into a 32-minute interview at the 2021 Mobile World Congress and ended with a discussion of his motivation and the roles of his three companies - SpaceX, Starlink, and Neuralnk. Let's start with the SpaceX and Starlink update and conclude with the philosophy and motivation. (Scroll to the end of the post for the video of the interview). more
The recent news that online retailing giant Amazon.com would open an app store to compete with Google's Android Market has set off a flurry of speculation about the future app store landscape. Within the next few months there will be no fewer than three major Android app stores... Several other major players have announced app store intentions though specifics are lacking. And of course, there are existing independent app stores that publish Android apps, such as GetJar, SlideMe and Appbrain. more
I regularly bring this issue forward, similar to the discussion in relation to the structural separation of the fixed networks, which I began just over a decade ago. What we are seeing in the mobile industry is an infrastructure and a spectrum crunch. The amount of spectrum needed to satisfy people's demand from mobile phones, tablets and soon a range of other smart devices is limitless. Mobile carriers are scrambling for spectrum... more
As far back as 2011 we predicted that Apple would eventually enter the voice market. We indicated at that time that it was just a matter of time -- in the end it took another three years... While it didn't happen at Christmas that year the company is now ready and will use the VoLTE service to enter this market, which will make it possible to replace Telstra with any other mobile operator around the world... he telcos are not ready for this. While they should be seen as the leaders in the voice call market they are too preoccupied with protecting their traditional business and it is companies like Apple and Samsung who are now leading the charge. more
When SpaceX announced the price of the Starlink service, Elon Musk said it would be the same everywhere but I wrote that eventually it would be priced to be affordable in different nations. (If you predict enough things, you are bound to get something right). The fixed cost of a satellite Internet constellation is high -- satellites are expensive to make and launch -- but the cost of adding and servicing a new customer is low, and the market is global. more
40%, not 92%-120%. "Data consumption right now is growing 40% a year," John Stankey of AT&T told investors and his CEO Randall Stephenson confirmed on the investor call. That's far less than the 92% predicted by Cisco's VNI model or the FCC's 120% to 2012 and 90% to 2013 figure in the "spectrum crunch" analysis. AT&T is easily a third of the U.S. mobile Internet and growing market share; there's no reason to think the result will be very different when we have data from others. more
The U.S. military is buying the granular movement data of ordinary people worldwide, harvested from innocuous-seeming apps, reports Motherboard. Among the apps connected to this type of data sale is a Muslim prayer and Quran app with more than 98 million downloads worldwide. more
Despite several groundbreaking technical achievements over the past nine years, Google's parent company Alphabet has decided to end the Loon project. The company said the road to commercial viability has proven much longer and riskier than hoped. more
May become the access answer for many at the end of the road. The icicle dripping dish in the picture is the antenna for Starlink, a satellite-based broadband service from SpaceX -- one of Elon Musk's other companies. It came Saturday, just before the snow arrived here in Stowe, VT. It's heated, so I didn't have to shovel it out, and it's working despite its frozen beard. The pandemic has shown us that it is socially irresponsible to leave any family without broadband access. more
Digital Transformation (DX) is picking up speed. According to a recent announcement by IDC, the market is expected to grow at a Compounded Annual Growth Rate (CAGR) of 17.9% to reach a whopping 321 billion dollars by 2021. In 2018 alone, IDC expects that 326 billion will be spent on transforming how people and things communicate. Based on these numbers, it looks like Digital Transformation has become the real deal. more
On Monday, the Trump administration announced plans to auction off 100 megahertz of mid-band spectrum dedicated initially to military purposes for commercial use starting in mid-2022 to fuel 5G network deployment in the United States. more
The best engineers on the planet are coming to the same conclusion: a hybrid 4G/WiFi/landline network is the way to meet mobile demand. Folks like John Donovan of AT&T and Masayoshi Son of Softbank in Japan had this vision around 2007-2008. As the iPhone/iPad/Android made the coming demand clear, networks planners around the world evolved similar strategies. more
The Federal Communications Commission (FCC) in Washington has advanced its wireless health care agenda by adopting rules that will enable Medical Body Area Networks (MBANs), low-power wideband networks consisting of multiple body-worn sensors that transmit a variety of patient data to a control device. MBANs provide a cost effective way to monitor every patient in a healthcare institution, so clinicians can provide real-time and accurate data which allows them to intervene if necessary. more
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