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Technology Trends for 2021

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

My Telecom Predictions for 2021

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

Video and Broadband Demand

One of the obvious drivers of broadband usage is online video, and a study earlier this year by the Leichtman Research Group provides insight into the continuing role of video growth in broadband usage. The company conducted a nationwide poll in the US looking at how people watch video, and the results show that Americans have embraced online for-pay video services. more

Remediating U.S. 5G Global Supply Chain Security Engagement

For nearly the past four years, the Trump Administration has purported to treat 5G supply chain security through empty political gestures such as network equipment banning. The disinformation reached its absurd zenith subsequent to the election with the Q-Anon myth of the Kraken. (The Myth advanced by Trump attorneys asserted the long-deceased Hugo Chavez working with China was corrupting voting machine software to deprive Trump of another term.) more

Are There any Cable Companies Left?

Are there any companies left that we can still call cable companies? Everything in the business press still refers to Comcast and Charter as cable companies and AT&T and Verizon as telephone companies. It's getting harder to justify using these traditional labels, and maybe the time is finally here to just start calling them all ISPs. After all, these four companies collectively have 80 million broadband customers... more

A Look at the Big Guys - Putting the Telecom Sector Into Perspective

You can't put the telecom sector into perspective without looking at the performance of the biggest players in the industry. The pandemic has been an interesting year for both big ISPs and telecom vendors. Smaller ISPs should care about big ISP performance for many reasons. For many smaller companies, the big companies are the competition, and the big providers' strength or weakness can foretell stiffened competition or increased opportunity. more

What Will 6G Look Like in a Geopolitical Divided World

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

OneWeb Is Out of Bankruptcy, but Not Out of the Woods

OneWeb, which declared bankruptcy in May, has reorganized and emerged from bankruptcy. Bharti Global, an Indian telecommunication conglomerate, and the British government each own 42.2% of the new company, and most of the rest is owned by previous investors SoftBank and Hughes Network Systems. Hughes will continue work on ground infrastructure and marketing and the original joint venture with Airbus, which designs and manufactures OneWeb satellites... more

The End of Broadband Networks as We Know Them

A group of major telecommunications companies -- Vodafone, BT, Telefonica and Deutsche Telekom -- recently announced something a bit unexpected. In the Open BNG Operator Position Paper, they call for a fundamental, industry-wide change to the way broadband networks are built. Specifically, they advocate for collaboration throughout the telco world, with a convergence around open broadband network gateways (BNGs). more

A Winning Biden 5G Strategy: Flatten the Curve

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

SpaceX Starlink Beta, Phase Two

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

Reaching Critical Mass for Gigabit Connections

The statistics concerning the number of gigabit fiber customers in the US is eye-opening. OpenVault tracks the percentage of customers provisioned at various broadband speeds. At the end of 2019, the company reported that 2.81% of all households in the US were subscribed to gigabit service. By the end of the first quarter of 2020, just after the onset of the pandemic, the percentage of gigabit subscriptions had climbed to 3.75% of total broadband subscribers. more

Apple Buys Into 5G

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

Going Postal

When a service is constructed using diverse components, then the way in which service revenues are distributed to the various suppliers of the components of the service can follow a number of quite distinct models. There are various forms of revenue redistribution models where the revenue per transaction is distributed to the various suppliers according to their inputs to support each transaction. more

The Magnitude of the Urban Digital Divide

The web is full of stories of rural areas with no broadband options, and I've spent a lot of time in the last few decades helping rural areas get better broadband. There has not been nearly as much coverage of the huge broadband gap in urban areas. There are a lot of urban homes that can't afford broadband and, in many cases, got bypassed when the telcos and/or cable companies built their networks. more