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The beginning of a new decade is always an invitation to have a broader look into the future. What, in the next ten years, will happen in the Internet Governance Ecosystem? Will the 2020s see the usual swinging pendulum between more liberal and more restrictive Internet policies in an interconnected world? Or will we move towards a watershed? more
A lot of rural America continues to hope that low orbit satellite (LEO) service will provide a broadband alternative. It's been a while since I've covered the status of the companies proposing to deploy constellations of satellites for providing broadband. In March, OneWeb filed for Chapter 11 restructuring when it was clear that the company could not raise enough cash to continue the research and development of the satellite product. more
The Democratic Staff Report Prepared for the use of the Committee on Foreign Relations United States Senate, July 21, 2020, entitled "The New Big Brother," is actually all about 5G technology. The report jumps on the runaway anti-China train chaotically flailing around Washington these days to "out-Trump, Trump." It characterizes 5G technology, longstanding international collaboration, and COVID-19 tracking as all part of a global conspiracy for "digital authoritarianism" run out of Beijing. more
As the U.S. is making it tough for American companies to help China roll out super-fast cellular networks, Japan, a U.S. ally, is fueling China with parts needed to blanket the nation with 5G cellular service. more
The bottom line is that success is not guaranteed, but neither is failure -- there is a non-zero probability of success. On May 26th, SpaceX applied for permission to launch 30,000 "second-generation" Starlink broadband Internet satellites. (Note that the software on Starlink satellites is updated about once a week). The application narrative states that the second-generation satellites will be configured... more
SpaceX launched its eighth Starlink mission via the Falcon 9 rocket on Wednesday, carrying 60 more satellites for its Internet satellite constellation, bringing the total in operation on orbit to 480. more
Only an idiot would believe that the U.S. is blocking TSMC manufacture of Huawei cell phone chips because of security fears. This is a commercial rivalry. The U.S. wants to put China's leading technology company out of business. We will fail, of course, at a price far higher than D.C. understands. The U.S. is ready for China's immediate countermeasures, even if Apple's stock price falls $hundreds of billions. But the long-run price will be devastating. more
Technology always evolves, and I've been reading about where scientists envision the evolution of 5G. The first generation of 5G, which will be rolled out over the next 3-5 years, is mostly aimed at increasing the throughput of cellular networks. According to Cisco, North American cellular data volumes are growing at a torrid 36% per year, and even faster than that in some urban markets where the volumes of data are doubling every two years. The main goal of the first-generation 5G is to increase network capacity to handle that growth. more
I have been following satellite Internet service since the 1990s, but I was surprised when I learned last week that Amazon had filed an application for a 3,236-satellite constellation of low-earth orbit Internet service satellites - Project Kuiper. I shouldn't have been surprised - Amazon was an infrastructure company from the start. In his first post-IPO letter to shareholders in 1997, Jeff Bezos pointed out that their distribution center capacity grew from 50,000 to 285,000 square feet and said their goal remained... more
A little over 25 years ago, the Internet Society proposed that they assume responsibility for the DARPA Internet Protocol (IP) specifications Intellectual Property Rights (IPR) that were being evolved by the Internet Engineering Task Force (IETF) to facilitate their use by the mainstream network communication standards bodies and providers. Last week, the IETF, in an attempt to fend off alternative Internet Protocols emerging in the 5G ecosystem and create a standards monopoly, asserted... more
Verizon recently posted a webcast with investors where Ronan Dunne, EVP and CEO of the Verizon Consumer Group said that he believed that 5G hotspots using millimeter wave spectrum would eventually displace WiFi in homes. He cites major benefits of 5G over WiFi. He believes that a 5G network will be more reliable and more secure. He thinks that people will value the safety that comes from having traffic inside their home being encrypted... more
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
The 2010's have been nothing short of transformative in the broadband space. Despite disappointing deployment rates across the U.S., the past decade has been a period of exponential change and innovation. As we look toward the new decade, here are five key predictions based on current trends and developments in the broadband industry. more
As we embark on a new year and decade, it seemed worthwhile to take a peek at the principal forums for global 5G industry technical collaboration and do a quick assessment of what is occurring and who are the "leaders." The leadership dimension is especially relevant in Washington these days – which is suffering from a peculiar 5G dementia. As the year ended, there were no less than 35 current 5G related Congressional legislative actions, several of which actually passed one of the chambers. more
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. more
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