Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena soon.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.
What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.
Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
Who is Going to Build Small Cells? – There is a rising crop of start-ups looking to provide small cells for private networks and mmWave systems – they may actually have a chance of succeeding and cracking open the telecom equipment space.
You’re Going to Need a Bigger Footprint – The FCC says the US needs 2 million mmWave small cells, Verizon is adding 14,000 this year…
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).