Handley's simulation shows that, while not as fast as an equivalent ISLL path, long bent-pipe paths would typically have lower latency than terrestrial fiber routes between the same two points. Mark Handley, a professor at University College London, has made two terrific videos based on runs of his simulation of the first – 1,584 satellite – phase of SpaceX's Starlink Internet-service constellation. I discussed the first video, which assumes that the satellites have inter-satellite laser links (ISLLs), in recent post.
The fiber industry is as busy as I have ever seen it, and it's about to get even busier. The cellular carriers, particularly Verizon are actively building fiber to reach small cell sites. The cable companies are building a significant amount of fiber, particularly Altice which is upgrading to FTTP. The FCC is going to award $9 billion in 2020 for the 5G Fund grant program, much which will go for fiber to reach rural cell sites.
Ten million Chinese "reserved" 5G phones in the first two weeks of October, a powerful signal of high demand. Huawei thought they could all get phones in October. But the official figures are less than 1M 5G phones in October and ~5M in November. WTF? It could be an ordinary problem of ramping supply of a new product. It could be the official figures on phone sales are lagging reality by several weeks.
Until now, the 5G industry has spread a lot of hype, but it hasn't affected customers. That's all starting to change as the cellular carriers are starting to offer 5G phones. Many customers who spend extra for 5G phones are going to quickly be frustrated and disappointed as they try to participate in the new 5G world. Consider both AT&T and T-Mobile. Both companies are introducing both a low-band and a high-band 5G phone, and customers who want 5G will have to choose...
Developments in the telecommunications industry and the broader digital economy have opened up many new markets over the last few decades. Telecoms has changed from a more or less standalone, horizontally-organized industry to one that has become a key facilitator in a range of vertical markets. The keyword that is used to indicate that change is "smart." We are talking about smart transport, smart energy, smart cities and so on.
We've now entered the period of 5G competition where the wireless carriers are trying to outdo each other in announcing 5G rollouts. If you believe the announcements, you'd think 5G is soon going to be everywhere. Device manufacturers are joining the fray and are advertising devices that can be used with the early carrier 5G products. Buyers beware -- because most of what the cellular companies and the manufacturers are hyping as 5G is not yet 5G.
The U.S. Department of Agriculture has been measuring computer usage on farms and publishes the results every two years in its Farm Computer Usage and Ownership report. The most recently released report for 2019 was compiled by asking questions to 20,000 farmers. This is a large sample from the more than 2 million farms in the country.
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.
It's clear that even before the turn of this century that the big telcos largely walked away from maintaining and improving residential service. The evidence for this is the huge numbers of neighborhoods that are stuck with older copper technologies that haven't been upgraded. The telcos made huge profits over the decades in these neighborhoods and ideally should not have been allowed to walk away from their customers.
On May 29, I attended an AEI event on "International economics and securing next-generation 5G wireless networks," with Ambassador Robert Strayer, who heads the U.S. State Department's CIP team. But the focus of the talk was not really on 5G security, international trade or 5G development. In fact, there was no constructive agenda at all. The talk was an extended attack on China and the Chinese-based telecommunications vendor Huawei – another episode in an ongoing U.S. government campaign to shut Huawei and other Chinese firms out of the U.S. market, and to convince every other country in the world to do the same.