Telecom

More Cracks Appearing in Mobile Market

When I wrote the BuddeComm analysis on the introduction of Apple's iPhone I commented that the most significant element of this event was that it would begin to create cracks in the flawed business models of the mobile operators, who are desperately hanging on to their closed networks very much like the fixed operators were fighting tooth and nail against opening up their networks. We have seen that the fixed operators have largely lost this battle and we predict that the future of the mobile networks will be no different... more

Gaza Plunges into Near-Total Internet and Cellular Blackout Amid Intensified Israeli Strikes

The Gaza Strip is experiencing an almost complete blackout of internet and cellphone services. A communication blackout isolates Gaza's residents, impeding emergency responses and potentially escalating humanitarian crises. more

How to Move Telecoms Forward in the USA

In the last few weeks courts in the USA have carried on business as usual. They continue to provide the two major telcos in the USA, Verizon and AT&T, with extraordinary protection -- basically retaining the outdated regulatory system in the USA that identifies the duopoly between the telcos and the cablecos as the best way forward for the development of telecoms competition in this country. This is rather different from the position taken by the new Obama Administration, which has indicated that it will break with past regulations... more

Smart Cities Want to Co-Design Change With Telcos

With 5G earmarked as a game-changer for cities, wireless technologies are already widely deployed by leading smart cities, including those here in Australia. However, cities do not want to be locked into proprietary technology solutions, rather seeing themselves as a platform on which many organisations can build infrastructure, applications, and services to benefit all citizens and all local businesses. more

My Telecom Predictions for 2020

There is already a growing shortage of fiber resources that includes engineers, construction companies, and fiber consultants. The upcoming $16.4 billion RDOF program will create a resource shortage in 2020 for those who can help companies seek grant funding. Once the grants are awarded, the size of the program will add stress to the resources needed to build networks. Companies that don't line up their experts early might find themselves without help. more

Let’s Bring Telecom Manufacturing Back to the US

President Biden recently signed an executive order that will require that the federal government buys more goods produced in the United States. This was done to promote American jobs and to keep profits at home. It's a great idea, but it suffers from one big flaw -- we don't manufacture a lot of things in the US anymore. Statistics are hard to pin down, but something like 40,000 US factories have shut down over the last decade. 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

Killing 3G

I have bad news for anybody still clinging to their flip phones. All of the big cellular carriers have announced plans to end 3G cellular service, and each has a different timeline in mind... The amount of usage on 3G networks is still significant. GSMA reported that at the end of 2018 that as many as 17% of US cellular customers still made 3G connections, which accounted for as much as 19% of all cellular connections. more

U.S. Internet Speed Growth Too Slow, Will Take Over 100 Years to Catch Up With Japan

According to a recent study by Communications Workers of America's (CWA's), United States has not made significant improvement in the speeds at which residents connect to the Internet. U.S. continues to fall far behind other countries. "...between 2007 and 2008, the median download speed increased by only four-tenths of a megabit per second (from 1.9 mbps to 2.3 mbps), and the median upload speed barely changed (from 371 to 435 kbps). At this rate, it will take the United States more than 100 years to catch up with current Internet speeds in Japan." more

Broadband in China

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

Washington’s 5G Mania Endpoint – Global CyberBalkanisation

Over the past two years, governments and foreign intelligence agencies around the world have tried to understand the inexplicable, chaotic, irrational, indeed maniacal 5G policies of the Trump Administration. Revelations by former Trump administration officials and most recently Trump's niece confirm that there is no rational basis for Trumpian positions and policies and that the best response is to recognize that Washington is no longer capable of playing a meaningful role... more

Monetising Solutions for the Telcos

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

Economics and Common Sense Deprecates the Common Argument for Lower Spectrum Prices

Outside of China, very few governments would expect a saving in spectrum costs would mostly go to investment. Corporations have other priorities, including advertising and executive salaries. Stockholders come above everything at most companies. Rarely would even 1/3rd of the saving go to capital spending. The U.S. under Trump had a massive tax cut, worth literally billions to Verizon and AT&T. Verizon actually cut investment. AT&T's increase in capex was far lower than the tax saving. more

Mobile’s Need for Fibre

It was interesting to see that in New Zealand Vodafone had second thoughts and decided to come up with its own proposal of forming a consortium of network operators, rather than simply supporting the government's announcement of its FttH plans. Our analysis of this change of mind is that mobile operators increasingly need fibre networks to sustain the enormous growth in mobile broadband. Most mobile stations around the world are not connected to a fibre network. more

Government Shutdown Halts Trump’s FCC Deregulation Agenda, Says Tom Wheeler

Former FCC Chairman, Tom Wheeler, warns that the effect of U.S. government shutdown on the Trump Federal Communications Commission (FCC) will last a long time even if the shutdown were to end tomorrow. more