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A Perspective on the Edge Computing Value Proposition
Last week, I had the opportunity to attend Edge Computing World where I participated in providing a workshop on the economics of the edge. Over the course of two and a half days of discussions common...
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The Cost Model for Enterprise Private Wireless Networks with Satellite Backhaul
The satellite and cellular wireless industries have long progressed along parallel tracks that rarely intersected [see here]. However, this could change in the next few years [see here]. Both...
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The 5G Roadmap in Simple Terms
The basic building blocks of 5G were introduced in Release 15 which is now in commercial deployments. In addition, the 5G roadmap has defined two more releases. Release 16 brings in new features in...
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CBRS Spectrum Valuation
Spectrum pricing is a function of supply and demand. Over the course of recent 5G spectrum auctions, regulators demonstrated, yet again, their influence on the outcome. Italy and Taiwan are two...
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Dynamic Spectrum Sharing: The Pros and Cons
Dynamic Spectrum Sharing (DSS) has emerged as one of the hot 5G discussion topics [see here on T-Mobile and Verizon]. This feature which allows simultaneous operation of LTE and 5G technologies has...
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Spectrum Pricing Trends in Millimeter Wave Bands
Written in collaboration with Martyn Roetter* Countries across the world have been releasing new spectrum for 5G deployments in millimeter-wave spectrum bands (mmWave), while others are planning to do...
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COVID-19: ICT Infrastructure Investment Opportunities and Risk to Competition
Over the past weeks we closely followed the impact of economic lockdowns on the ICT infrastructure to identify weaknesses and areas for future investments. Our analysis is multi-dimensional given the...
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The Case for Network Automation: Application to Power Consumption
Integrated AI-based technology enables networks to adapt autonomously which helps operators optimize their service delivery to consumers and enterprises. As communication networks increase in...
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Network Sharing: Trends and Opportunities
Network sharing is one of those topics that makes economic sense, but often falters when it comes to adoption and implementation. Recently, I was asked about the prospects for network sharing given 5G...
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Clarifying the Confusing RAN Types and Nomenclature
Radio access networks have many descriptors that confuse the non-specialists. This includes open, virtual, cloud, centralized, distributed and cooperative RAN. Confusion is understandable because...
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A Perspective on Open RAN
There are over 800 service providers, but market power favors a handful of radio access network (RAN) vendors who dictate the tempo of technology. With the RAN accounting for around 60% of the network...
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Does Open RAN Stimulate Innovation?
Proponents of open RAN argue that opening the RAN interfaces will stimulate innovation. They claim that non-interoperable interfaces allow incumbent vendors to lock out new innovative players and...
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CBRS Spectrum Auction Pricing
Qualified Bidders271Winning Bidders228Licenses Won20,625FCC Held Licenses2,006Total Licenses22,631Gross Proceeds$4,585,663,345Bidding Credit Discounts$42,431,006Net Proceeds$4,543,232,339 Top 5...
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Hindsight is 20/20: Internet Technologies Trends Retrospect
Many significant trends we saw coming in the mid 2010s became reality. Notable examples include the evolution of network function virtualization, the emergence of the telecom cloud platform, the slow...
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3.7 GHz C-Band Spectrum Valuation
We are offering a packaged valuation service for the upcoming FCC 3.7 GHz C-band spectrum auction and the Canadian 3.4 GHz auction. Included with the services is a detailed update of prices for global...
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Who Will Lead The Enterprise Private Wireless Network Market?
Enterprise private wireless networks been around ever since commodity base station silicon came to market in the mid-2000’s. 15 years later, deployments remain few and small. So the questions for...
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mmWave FWA vs. FTTH: Friend or Foe?
5G fanatics would lead you to believe that 5G will make fibre obsolete. So how real are their claims and how does 5G fixed wireless access (FWA) compare to FTTH on performance and RoI? To answer, we...
View ArticleHel-LEO to the Future: This is space Internet!
In a virtual ‘fireside chat’ at Capacity Europe 2020, Riad Hartani of Xona Partners and Manik Vinnakota of Telesat discuss the impact of emerging LEO constellations. What’s different this time from...
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A New Race is Looming [and it’s not 5G!]: Why China Can Win the Space...
China made headlines by launching an experimental satellite in low earth orbit to test 6G terahertz technology. This has the merit of elevating the 5G race debate to a higher level: 6G and space...
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Canned RAN: A Stage Towards Open RAN Maturity
A trend is taking shape where open RAN is made of canned solutions – I call this Canned RAN. The concept of interoperable RAN elements is yielding the path for a subset of integrated solutions from a...
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