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The US war on Huawei brought down sales internationally, but China's 700,000 5G cells and explosive cloud growth meant Huawei had an up year. The chip blockade did hurt in Q4 and will continue to hold down sales in 2021. Huawei has sufficient reserves to outlast the United States until China catches up in chip production. Perhaps the most important figure in the financial report was the $55 billion cash. Another $10 billion will come in from the sale of Honor/Glory. more
It probably is because we are so good at doing that in our industry. We start with over-promising and under-delivering and then in following years we fix it. So why would 5G be different? Our admirable technology companies are telling us that 5G will be 100x faster than 4G and that it will have 50x lower latency. But my more independent technology colleagues tell me 'it all depends'. more
I have a somewhat unconventional view of 5G. I just happen to believe it is the right one. It is trapped inside a category error about the nature of packet networking, and this means it is in trouble. As context, we are seeing the present broadband Internet access model maturing and begin to reach its peak. 5G eagerly anticipates the next wave of applications. As such, 5G is attempting to both extend and transcend the present "undifferentiated data sludge" model of mobile broadband. more
Our world finds itself at a critical juncture. Both trillions of dollars and the future of human communications including fundamental access to it are at stake. For telecom operators and media outlets there is not a migratory way from where we are to the future. There is a clear consumer shift underway that runs in the opposite direction to that of telecom and media incumbents; emergent social practice is increasingly clashing with the very structure and desires of incumbent players... It was for these reasons that one of the six keynote speakers invited to Spring 2009 Emerging Communications Conference (eComm) in San Francisco was Richard Whitt, Google's Washington Telecom and Media Counsel. His keynote was entitled, Tinkering without Tampering: Wrestling with Convergence and Communications Policy... more
I've been involved with VoIP technology since 1996. I've been a public advocate for wideband audio at least since 1997. And I've admired and supported a variety of companies using VoIP to provide innovative services and new user interfaces. But reflecting on the past decade, the only globally significant impact of VoIP has been on prices (by fostering arbitrage). Most VoIP telephony services are just digital POTS... more
The fact that businesses around the world are knocking on the doors of their governments asking for spectrum is a clear indication that this telco real estate market is hotting up. The reason for this is not too hard to guess -- the enormous growth in the demand for mobile broadband. There is a large amount of pent-up demand as the mobile operators didn't want to open up this market while they were in the middle of adding new customers to their mobile voice services. more
Global IP traffic for fixed and mobile connections is expected to reach an annual run rate of 1.6 zettabytes -- more than one and a half trillion gigabytes per year by 2018, according to the Cisco's Visual Networking Index. more
Elon Musk's satellite internet technology, Starlink, has become an essential component of Ukraine's communication infrastructure, causing rising concerns among officials regarding their heavy reliance on this single source. Starlink, a product of Musk's SpaceX, has been instrumental in Ukraine's battle decision-making process amid the Russian invasion. more
Susan Crawford, seeking to learn from Korea and Japan, identifies three routes towards broadband competition... Facilities based competition: Still waiting for that mythical third wire, or perhaps some unused, unlicensed TV spectrum, but not holding my breath. (Broadband over powerline? It is such an encumbered technology that it is its own barrier to entry.) Wholesale access: Been there, tried that, but the Bells wouldn't unbundled elements... more
OneWeb is building a large constellation of low-Earth orbit (LEO) Internet-service satellites and Via Satellite has published the "definitive 2018" interview of OneWeb CEO Greg Wyler. The following are some of the quotes that caught my eye... They are going through the final stages of testing now before the launches begin. The satellites have actually performed better than expected in many ways, especially with their Radio Frequency (RF) performance which is really positive. 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
Yesterday, the US Federal Communications Commission (FCC) voted to allow qualified devices to operate on a license-exempt basis in unused portions of TV channels 2-51, spectrum commonly referred to as "TV white spaces." A lot has already been written about this move... But what is missing in these discussions is the bigger picture. more
In interviews last Spring, Elon Musk said the data throughput of the next version of Starlink satellite (Gen2) would be almost an order of magnitude greater than that of the first generation and that the new Starship rocket would be needed to launch them. Regulatory and engineering delays slowed Starship's progress, so the Gen2 satellites Musk referred to at the time have not yet been launched. more
We stand by our analysis from March 2010, in which we indicated that a national wireless broadband plan remains a second-class option as the infrastructure for the emerging digital economy in America. In his State of the Union address President Obama set the goal of enabling businesses to provide high-speed wireless services to at least 98% of all Americans within five years. To pay for this the government hopes to raise nearly $28 billion from spectrum auctions. more
Broadband infrastructure is advancing rapidly, from multi-gigabit cable and fiber networks to next-generation fixed wireless and satellite systems. With speeds reaching up to 25 Gbps for consumers and 1 Tbps in orbit, these developments mark a pivotal shift in connectivity, setting the stage for more scalable, flexible, and high-capacity networks. more
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