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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
Craig Moffett sees this as I do: "If LTE networks are going to be usage-capped, then the last pretense that LTE can be positioned as a substitute for terrestrial broadband would seem to be gone." The heart of the U.S. broadband plan is to release more spectrum - enough for 10-20 networks like Verizon's LTE now building - and pray that will be enough competition in five to seven years to check price increases. more
The granddaddy of Pay TV programmers continues to create ground-breaking content especially with its new series "Veep". The edgy new sitcom produces uninterrupted and raunchy situations for a fictional Vice President who cannot get out of her own way, making it hilarious and award-winning. Yet, HBO GO is tied to Cable TV/Satellite economics by an umbilical cord that will be hard to break. 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
This is big... For the upper band C Block, the FCC mandated that any winning licensee have in place "no locking" and "no blocking" provisions conditioning its use of this spectrum: "Licensees offering service on spectrum subject to this section shall not deny, limit, or restrict the ability of their customers to use the devices and applications of their choice on the licensee..." The no-locking, no-blocking requirements were hedged in by substantial limitations... But it's still important... Particularly if Google is the winning bidder, something we may not know for a month or so. more
In a special White House event today, President Trump along with FCC chair Ajit Pai, announced a major push towards 5G deployment as part of the "5G Fast Plan" initiative. more
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
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
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
Google Chairman Eric Schmidt has made the FCC an offer it shouldn't refuse. At this point it's unlikely that the FCC will accept but it would be good for the United States if it did -- and good for Google, of course. Two problems with the Google offer: at&t and Verizon hate it and it probably would result in the 700MHz auction bringing in somewhat less money (immediately) for the treasury than an alternative which would encourage the telcos to bid. more
Since its founding, Amazon has reinvested profit in building infrastructure. They began with retail sales and distribution infrastructure and later added Amazon Web Services (AWS), providing data center and hosting infrastructure. Amazon founder Jeff Bezos also established Blue Origin, a company to provide satellite launch service and eventually to support space travel. Last year Amazon filed an application for a 3,236-satellite constellation of low-earth orbit Internet service satellites - Project Kuiper. more
SpaceX is set to make history this Wednesday, July 26, by launching the largest commercial communications satellite to date, the Jupiter 3, using its Falcon Heavy rocket. more
Former Southwestern Bell CEO, now General Motors CEO Ed Whitacre famously accused Google of free-riding his network, despite the obvious truth that Google pays for traffic delivery to peering points and ISPs gladly enter into reciprocal peering agreements in lieu of cash transactions that would likely result in a near zero payment as roughly equivalent traffic balances out. Mr. Whitacre did raise a legitimate question whether there are free riders and I'm seeing one darling and one unexpected group flying below the radar. more
T-Mobile has claimed a new world record in 5G upload speeds, achieving an impressive 2.2 Gbps in tests conducted at California's SoFi Stadium. Partnering with Ericsson and Qualcomm, the telecommunications firm leveraged an emerging technology, 5G Dual Connectivity (5G DC), which combines mid-band and millimeter-wave (mmWave) spectrum bands. more
Singapore government has waived telecom frequency fees for 5G trials until December 2019 in order to catalyze market growth and discovery of potential use cases. more
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