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
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. more
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. more
A colleague sent me an article that had been published earlier this year in MachineDesign magazine that predicts that driverless cars can't be realized until we have a ubiquitous 5G network. When looking for the original article on the web I noticed numerous similar articles like this one in Forbes that have the same opinion. These articles and other similar articles predict that high-bandwidth, low-latency 5G networks are only a few years away. more
The DC Circuit Court of Appeals ruled on the last day of September that the FCC had the authority to kill Title II regulation and to repeal net neutrality. However, the ruling wasn't entirely in the FCC's favor. The agency was ordered to look again at how the repeal of Title II regulation affects public safety. In a more important ruling, the courts said that the FCC didn't have the authority to stop states and municipalities from establishing their own rules for net neutrality. more
A new report on 5G and geopolitics by Oxford Information Labs details the complex landscape of 5G security. Importantly, it draws out how a variety of proven technical concerns around the quality of Huawei security practices and equipment are drowned out by the US' Twitter diplomacy. Critical international dialogue on genuine cybersecurity concerns relating to 5G and Huawei are being lost in the noise of the US-China trade war. more
The map below shows countries working with Huawei 5G in red and pink. As can be seen, Huawei is doing very well in 5G, although it's not as dominant as the colors here suggest. Ericsson is actually close to Huawei in 5G revenue, aided by the ban in the US and Australia. Years ago, Huawei was the price leader in order to break into the European market. more
One of the most interesting aspects of the proposed merger of Sprint and T-Mobile is that the agreement now includes selling some of Sprint's spectrum to Dish Networks to enable them to become a 5G cellular provider. This arrangement is part of the compromise required by the Department of Justice to preserve industry competition when the major wireless carriers shrink from four to three. more
Hootsuite is the premier tracker of social media usage around the world. They publish numerous reports annually that track broadband statistics and social media statistic from around the world. They report the following statistics for the end of 2018. The world has been seeing one million new users online every day since January 2018. That means there are 11 new users on the web every second. There are now 5.11 billion mobile subscribers in the world, 67% of the world's population. more
The remarkable take rate in Korea and China is invalidating almost all projections of 5G subscriptions. The 5G promotion has consumers wanting to buy, buy, buy. Huawei Mate 20 5G is selling for only US$30 more than the 4G model. At that price, who would want to buy a 4G phone that could be obsolete in a year or two? In the first two weeks of sale, over a million Chinese bought Huawei's 5G phone. more
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