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The following are the most important current trends that will be affecting the telecom industry in 2021. Fiber Construction Will Continue Fast and Furious in 2021. Carriers of all shapes and sizes are still building fiber. There is a bidding war going on to get the best construction crews and fiber labor rates are rising in some markets. The Supply Chain Still has Issues. The huge demand for building new fiber had already put stress on the supply chain at the beginning of 2020... more
It's that time of the year for me to get out the crystal ball and peer into 2021... The FCC Will Have Egg on its Face from the RDOF Grants. The reverse auction was a disaster in many ways, with a lot of the money going to companies that can't possibly do what they promised or companies that largely intend to make a profit by pocketing a lot of the grants. The FCC will have a chance to rectify some of the problems during the review of the long forms... more
A recent session of the Australian Computer Society (ACS) and the Australian Smart Communities Association (ASCA) masterclass on 5G, featured Dr. Ian Oppenheimer, the NSW Government's Chief Data Scientist and one of the country's most respected experts in radio technology. Ian is also the Chair of the scientific advisory board of the 6G Flagship organization, a global research organization based in Finland. This organization has just published a range of fascinating research papers on 6G. more
No, not the COVID curve - the curve of U.S. engagement in global industry 5G activities. Let me explain. What is known as 5G actually consists of a broad array of fundamentally revolutionary virtualization platforms that are constantly, collectively developed by industry in several dozen open global bodies. These bodies meet every few weeks, and several score companies around the world process scores to hundreds of input documents to produce many hundreds of effectively mandatory... 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
According to an email, Starlink has moved into the second phase of its beta program, nicknamed the "better than nothing beta," which feels a bit like monopoly hubris to me. It may be better than nothing, but it is not as good as the initial beta, which was free. Participants will pay $99 per month for the service and pay $499 for a terminal, including a tripod and WiFi router. I wonder what the difference is between these "beta testers" and "customers." more
In October 2020, I went on a two-week tour into Queensland's Outback, traveling through various landscapes from pastoral and agricultural lands to savanna and the desert. Leaving Brisbane, past Toowoomba, you enter the Darling Downs. This is one of the richest agricultural areas in Australia. British Botanist Alan Cunningham first explored it in 1827. However, only after the penal colony of Moreton Bay (now Brisbane) was closed, free settlers were allowed in the area. more
The last two months have seen a flurry of Starlink activity, including the following: Bill Gates has a history of interest in satellite Internet and in September, Microsoft announced their Azure Obrital ground station service, which enables satellite access to its Azure cloud services. SES, Viasat, and Intelsat were announced as initial partners and SpaceX just signed up. Starlink+Azure Orbital will compete with Amazon's satellite constellation and its ground-station service... more
Apple is coming out with a full range of new 5G iPhones. The phones have been designed to use the full range of new frequencies that the various cellular companies are touting as 5G, up to and including the millimeter wave spectrum offered in center cities by Verizon. In addition to 5G, the phones have new features like a better camera, better ease at using wireless charging, and a lidar scanner. more
SpaceX's Starlink project appears to be the only low-Earth orbit (LEO) satellite ISP among close to 400 ISPs to qualify to bid in a U.S. federal rural-broadband funding auction. more
With 5G earmarked as a game-changer for cities, wireless technologies are already widely deployed by leading smart cities, including those here in Australia. However, cities do not want to be locked into proprietary technology solutions, rather seeing themselves as a platform on which many organisations can build infrastructure, applications, and services to benefit all citizens and all local businesses. more
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
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
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