Only an idiot would believe that the U.S. is blocking TSMC manufacture of Huawei cell phone chips because of security fears. This is a commercial rivalry. The U.S. wants to put China's leading technology company out of business. We will fail, of course, at a price far higher than D.C. understands. The U.S. is ready for China's immediate countermeasures, even if Apple's stock price falls $hundreds of billions. But the long-run price will be devastating. more
Technology always evolves, and I've been reading about where scientists envision the evolution of 5G. The first generation of 5G, which will be rolled out over the next 3-5 years, is mostly aimed at increasing the throughput of cellular networks. According to Cisco, North American cellular data volumes are growing at a torrid 36% per year, and even faster than that in some urban markets where the volumes of data are doubling every two years. The main goal of the first-generation 5G is to increase network capacity to handle that growth. more
It seems like most new technology today comes with a lot of hype. Just a few years ago, the press was full of predictions that we'd be awash with Internet of Thing sensors that would transform the way we live. We've heard similar claims for technologies like virtual reality, blockchain, and self-driving cars. I've written a lot about the massive hype surrounding 5G -- in my way of measuring things, there isn't any 5G in the world yet, but the cellular carriers are loudly proclaiming its everywhere. more
For years I've been hearing how we are losing the broadband battle with China, so I decided to take a look at the current state of broadband in the country. The China Internet Network Information Center (CNNIC) publishes statistics about the state of broadband in the country, and I used the Statistical Report on Internet Development in China from August 2019 in writing this blog. more
Every four years – as it has done for nearly a hundred years – the ITU-T as the world's only global intergovernmental standards body for all telecommunication, invites its 196 sovereign state members to a meeting where they examine their work and set the stage for the next four years. There is no treaty prepared, but they do examine major developments and decide needed standardization work, priorities and structure of the organization itself – including their leadership. more
The 2010's have been nothing short of transformative in the broadband space. Despite disappointing deployment rates across the U.S., the past decade has been a period of exponential change and innovation. As we look toward the new decade, here are five key predictions based on current trends and developments in the broadband industry. 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 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
Around the world, we're seeing some migration to 10 Gbps residential broadband. During the last year, the broadband providers in South Korea, Japan, and China began upgrading to the next-generation PON and are offering the blazingly fast broadband products to consumers. South Korea is leading the pack and expects to have the 10 Gbps speed to about 50% of subscribers by the end of 2022. more
The Canadian satellite operator, Telesat announced this week that it has partnered with the Government of Canada in a mission to provide affordable high-speed Internet connectivity across rural and remote areas of Canada through the development of Telesat's LEO Satellite Constellation. more
Over the past 30 months, since Trump was installed in the White House, he has systematically abrogated US treaty responsibilities and diminished the nation's engagement in international collaborative activities. More recently, his gambits have expanded to market entry, chip component, and software restrictions on Chinese telecommunication equipment vendors, especially Huawei. more
I'm happy to have the option of buying services. It's easier to eat at a restaurant than to do my own cooking, and I'm happy to pay for a ride rather than fighting traffic on my own. However, I'm not happy if I don't have the option of cooking for myself or of taking a stroll. I used to be willing to pay for all of my phone calls but today I know that, thanks to VoIP, there is no need to. But the phone companies are attempting to wrest back control with their wider 5G agenda. more
A group of academic researchers have revealed a design weakness in the 4G/5G protocol which can be exploited by an attacker to identify the victim's presence in a particular cell area just from the victim's soft-identity such as phone number and Twitter handle. more
My Comcast bill arrived today with a sneaky new $2.68 charge, $2.50 for leasing one (and only one) set-top box and $0.18 for the remote. This new billing line item, like the many others Comcast has introduced, adds to its bottom line with no additional capital expenditure. It shows how resisting the obligation to return to accepting set-top box free, "cable ready" sets was a smart strategy. more
Most countries, don't have to fear internet quality problems in the same way as would be possible in the USA. The US competition watchdog has little power to hold telcos accountable to the nature of their broadband services. Back in 1996 broadband was classified as a content service and not a telecom service. So, for example, if a telco wants to provide preferred access to Google, it can sell them a superior broadband services which could create a two speed internet service... more