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. more
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. more
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... more
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. more
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. more
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. more
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
German regulators have released a set of guidelines addressing network security for companies wanting to help build next-generation 5G infrastructure. more
Chinese citizens will be required to let telecommunications carriers to scan their faces in order to sign up for internet access or to get a new phone number. 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 U.S. court decision today determined net neutrality laws could return at the state level overruling Trump administration's effort to block states from passing their own net neutrality laws. 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
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