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The fixed broadband network is the infrastructure needed to meet the needs, both economic and societal, of developed markets. While some people in some developed markets have abandoned their fixed telephone connection in favour of all-mobile solutions, the majority (90% plus) still have both a fixed and a mobile connection... And so wireless broadband and FttH will develop, in a complementary and harmonious way. There are several reasons for this. more
AT&T and satellite company AST SpaceMobile announced a partnership to provide satellite cellular service directly from satellites to cellphones. This will provide a service that is much needed for the billions of remote users who are not in the range of a cell tower. This is an emerging industry that is still being referred to by different acronyms. more
It's official. A team of market analysts from Oppenheimer are saying [PDF] what I've been saying since 1997, that the apps are separating from the network, and this is driving a wave of "explosive innovation." more
The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more
Given all the clueless, nonsensical assertions coming out of Washington these days about 5G and purported leadership, it seemed time to do another reality check. It was timely at the moment because, with the Coronavirus concerns, the massive 3GPP 5G industry collaboration engine switched to virtual meeting mode for February. Thus – with travel barriers to participation completely absent – the participation metrics represent a real litmus test for even nominal engagement in global 5G industry collaboration and technology development. more
The story of the growth of pre-paid mobile voice and SMS in Africa and the countries of the Gulf Cooperation Council is well known. The challenge is to move to mobile broadband, which is seen as having potentially explosive growth. Operators will need to create new value propositions, they face significant internal challenges and risk being displaced by rivals moving faster or better able to understand and meet the needs of customers... more
Google and Verizon have developed a "Proposal" on Internet access which I am sure they expect to serve as a template, starting point and frame of reference going forward. In light of the FCC's judicial reversal in the Comcast case, the absence of substantive progress at the FCC and the unlikelihood of congressional action, two major stakeholder can and have taken the lead. It should come as no surprise that Verizon and Google have emphasized and begrudgingly compromised on their corporate interests. more
Honesty is the best policy. At the risk of anthromorphizing a regulatory agency, at the very least the FCC has not told the complete truth, or put itself in a position not to know the truth. The FCC has contributed to debates about what constitutes credible facts and statistics, and what this data means. For example, soon-to-be former FCC Chairman Kevin Martin asserted as the gospel truth his factual conclusion that cable television operators collectively have a 70% market share... The FCC should acknowledge that it may not know all the facts. more
If there is one fundamental trend everyone can agree on in technology circles, it's the move to mobile. More and more online traffic is originating not from PCs, but from smart mobile devices. You can pick your research study to confirm -- recently I read that Tony White of Ars Logica is projecting that by next year 50% of all web traffic will be generated by mobile devices. That may be aggressive, but you get the idea. more
There has been considerable discussion over the last few years about the spectacular growth in mobile communications. Within a rather short period of time around five billion people have been connected, and growth continues unabated... The 2G and 3G networks and other telecommunications infrastructure such as satellites, fixed wireless technologies and fixed networks, linked to smart phones and other smart devices, can be used to provide basic internet services. However, it is important to acknowledge the affordability of these services. more
Cubans now have 5 million mobile accounts. The five-millionth account was recently opened Guanabacoa, in the eastern part of Havana and we see here that growth slowed last year, but has resumed -- perhaps due to increased 3G availability. Most Cubans have 2G phones, which are used primarily for making calls and sending text messages that may have attached images. more
The FCC has granted Alphabet's Project Loon an experimental license to operate in Puerto Rico and the US Virgin Islands for the purpose of helping the islands regain Internet connectivity. more
Norwegian Cruise Line (NCL) has announced the start of the trial for Starlink, a satellite broadband service, on one of its ships - the Norwegian Breakaway. NCL plans to potentially deploy the service across eight cruise ships this year. This includes the three new additions to its fleet - Vista, Norwegian Viva, and Seven Seas Grandeur. If the trials are successful, NCL will equip these vessels with Starlink terminals. more
Wi-Fi Alliance, the non-profit entity that oversees implementation of the Wi-Fi standard, officially launches the Wi-Fi 6 certification program. more
Like the Coronavirus, 5G Dementia seems to be spreading around Washington. The latest manifestation has appeared at the FCC -- which is trying its best to make U.S. 5G infrastructure as insecure and primitive as possible. But first, an explanation of how 5G Dementia begins at the top and spreads in the U.S. capitol. 5G Dementia begins with "The Genius" who lounges around White House quarters and emits spontaneous tweets on whatever motivates him at the moment. more
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