Ren Zhengfei tells the Economist and the NY Times he is prepared to give the US essentially everything the President has asked, including the crown jewels: the complete design and source code of Huawei's 5G system. Ren would "license the entire Huawei 5G platform to any American company that wants to manufacture it and install it and operate it, completely independent of Huawei."
I haven't seen it talked about a lot, but the FCC has set aside millimeter wave spectrum that can be used by anybody to provide broadband. That means that entities will be able to use the spectrum in rural America in areas that the big cellphone companies are likely to ignore. The FCC set aside the V band (60 GHz) as unlicensed spectrum. This band provides 14 GHz of contiguous spectrum available for anybody to use. This is an interesting spectrum because it has a few drawbacks.
Inter-satellite laser links (ISLLs) and electronically steerable flat panel antennas are critical technologies for constellations of low-Earth orbit (LEO) Internet-service satellites. Low-cost antennas are critical for the mass consumer market, and ISLLs are required for an effective Internet backbone in space. In an earlier post, we saw that progress is being made on antennas; this one looks at ISLLs.
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.
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.
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.
Last May, Cuba's Ministry of Communication (MINCOM) announced resolutions 98 and 99 limiting wireles stransmission power and outdoor cables that made community networks like Havana's SNET, illegal. Since SNET was the world's largest community network that did not have Internet access, implementation of the resolutions was postponed for 60 days for negotiations between SNET administrators and MINCOM.
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.
Emily Jackson interviewed Dan Goldberg, Telesat President and CEO, in a recent episode of the Down to Business podcast. The interview followed the announcement that the Canadian Government would contribute $85 million (all amounts are in Canadian dollars) to support research and development in support of Telesat's planned constellation of low-Earth orbit (LEO) satellites and another $600 million to subsidize Internet connectivity in rural Canada.
While labs across the world are busy figuring out how to implement the 5G standards, there are scientists already working in the higher frequency spectrum looking to achieve even faster speeds. The frequencies that are just now being explored are labeled as the terahertz range and are at 300 GHz and higher spectrum. This spectrum is the upper ranges of radio spectrum and lies just below ultraviolet light.