<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=1448210&amp;fmt=gif">
ABI Research Blog | Admin (24)

ABI Research Blog

Admin


Recent Posts

Where Is 5G Being Made?

May 3, 2018 12:00:00 AM / by Admin

0 Comments

The telco market is in development mode, discussing 5G technology, business models, and how to address enterprise verticals. This is normal activity in a technology refresh cycle, but as cellular generations progress, the discussion broadens: 5G is not just a technology evolution, but is also positioned as an end market enabler, contrary to 3G and 4G, which were faster and more efficient access technologies. As these discussions expand, the implications are that 5G is starting to affect new areas that were previously left untouched, such as geopolitics. Are these concerns valid or is 5G’s dominance being used as a circumstantial argument to back different interests?

The market has experienced a sensational mix of 5G news the past 3 months, including:

  • Unfounded rumors that the U.S. government aims to nationalize 5G deployment
  • 5G being used as an argument to justify the merger of T-Mobile and Sprint in the United States
  • Media claiming that China may gain global technological superiority through aggressive 5G deployment
  • Various private or private-public alliances to explore 5G business models in enterprise verticals

The geopolitical aspect of 5G is a new mainstream development, which was less pronounced with 3G and 4G. Several governments are claiming that being a 5G early adopter will provide a global technical superiority, but this is not the case. At least it is not clear yet if early movers will benefit from early 5G deployment or if they will suffer due to technology immaturity.

Do Not Confuse Deployments with Intellectual Property

China is currently perceived as the dominant nation in 5G developments, driven mostly by the central government’s strategic investment in 5G as a pillar of its industrial evolution. This means that China Mobile, China Telecom, and China Unicom (all owned by the Chinese state) will likely receive incentives, subsidies, and other financial aid to deploy 5G across China. The Chinese government considers 5G to be one of the pillars for its “Made in China 2025” program. Therefore, this region will likely be the first to experience 5G as it was originally designed: an industrial connectivity platform that provides much more than a faster pipe.

This does not mean that 5G technology will be made in China, but it will be a key component of the country’s strategic “Made in China 2025” plan.

The golden question everybody asks is: will China develop the intellectual property (IP) or at least own the majority of 5G IP, or will it rely on others’ IP as it did with many other technologies, playing the role of the market incubator for 5G deployment?

ABI research believes the latter scenario is the most likely option. Contributions to 5G Intellectual Property Rights (IPR) will likely be split evenly between the US, Europe, and Asia-Pacific. Qualcomm will be the dominant US contributor, Huawei, ZTE and Samsung will dominate contributions from Asia-Pacific, and Nokia and Ericsson will be the biggest in Europe. In fact, initial 5G networks will likely be built on top of existing LTE-Advanced Pro deployments, meaning that patents for previous cellular generations will surely remain relevant. Although China will probably drive 5G deployments, it will surely use technologies developed around the world, not only in China.

Another misconception is that an early adopter of 5G technology will have a technical advantage over other continents or nations. This will only be likely if 5G is used as a piece of a much broader, nationwide coordinated digitization effort that is deployed across all enterprise verticals. This is problematic and almost impossible to implement because different verticals will be in different digitization stages (e.g., the healthcare vertical will have different priorities compared to the manufacturing segment). In the embryonic stages of 5G deployments, networks will likely be incremental upgrades of existing technology, business models, and operations, because operators cannot deploy a new network on a “build-it-and-they-will-come” basis without crystal clear visibility in these areas.

In other words, China does not compete with the United States or Europe with 5G deployments. Yes, it does compete in IPR, but technology development is not radically different compared to 3G and 4G. In fact, Western European and U.S. companies are the most important influencers and developers of 5G and this will likely remain the case for many years to come.

Learn More
Read More

MWC 2018 – Digital Security Roundup

Mar 8, 2018 12:00:00 AM / by Admin

0 Comments

I spent an eventful (and busy) four days at MWC this year, following up on security announcements, and observing some interesting demos. Many of last year’s security themes were still relevant, notably around IoT, automation, and AI & ML, and some faint, if important, messages around quantum security!

Read More

Huawei & African Operators are Targeting Rural Cellular Coverage to find Additional Growth

Mar 4, 2018 12:00:00 AM / by Admin

0 Comments

At MWC 2018, the African Telecommunications Union emphasized mobile telcos need to redouble efforts to provide communications services to the remaining 2 billion unconnected peoples. This is not just about providing mobile voice and messaging but also e-health, e-governance, e-education and mobile money.

Read More

Mobile Antenna Developments

Mar 4, 2018 12:00:00 AM / by Admin

0 Comments

5G was pervasive theme at many booths at MWC Barcelona 2018.

Read More

Mobile Operators Accelerate Digital Transformation

Mar 3, 2018 12:00:00 AM / by Admin

0 Comments

Digital transformation has had a rocky ride over the past 3 years. While AT&T and Verizon have been very bullish in their plans to re-architecture their networks for a digital services future, momentum on the ground for other tier 1 and tier 2 operators appeared more tepid in 2015 and 2016. 2017, however, has proved to be a gateway year for cloud and virtualization roll-outs. At MWC 2018, Amdocs, Ericsson, Netcracker and Nokia reported significant increases in digital transformation orders from telcos.

Read More

Other Interesting MWC 2018 Highlights

Mar 3, 2018 12:00:00 AM / by Admin

0 Comments

 Vasona Network had a pretty convincing demo for MEC-based gaming that could target the high-end gaming market typically occupied by Xbox and PlayStation.

Read More

Planned Cost Efficiencies and Support for a Wider Range of Automotive Use Cases to Drive Adoption of C-V2X Technology

Feb 26, 2018 12:00:00 AM / by Admin

0 Comments

Introduction

In January 2018, ABI Research authored a white paper examining the cost structures of two V2X technologies; IEEE 802.11p standard and 3GPP Release 14 C-V2X. In particular, this white paper considered two potential integrations of these technologies into an LTE TCU architecture featuring Wi-Fi (single band) connectivity. The white paper was highly focused in scope, considering the immediate opportunities for the integration of these two technologies to address a narrow, mission-critical application common to both technologies, with an accompanying functional safety requirement. ABI Research would like to take this opportunity to further educate the market and elaborate on the assumptions made in the white paper, how these assumptions informed architecture choices, and how these assumptions drove the cost difference between the 802.11p+LTE and C-V2X+LTE architectures considered in the report.

Read More

Gigabit LTE: Creating a Consistent Mobile Broadband Fabric before 5G

Dec 8, 2017 12:00:00 AM / by Admin

0 Comments

LTE-Advanced Pro was ratified in March 2016, making it possible to achieve gigabit download speed theoretically. Gigabit LTE with its three defining technologies of 4X4MIMO, 256QAM, and 3+ carrier aggregation (CA) with a minimum aggregated bandwidth of 60 MHz addresses many of the pressing issues facing mobile operators today. This is because, even though theoretical speeds are never realized in real-world conditions, peak speeds of 300 Mbps have been reported compared with the 10 Mbps on LTE networks today. Increased speeds alone ease network congestion. Add to that the spectral efficiency of MIMO technology and the software upgrade to 256 QAM, and operators can gain substantial improvement in usage of resources and managing network congestion. As consumers continue to use more mobile broadband data for a variety of services, such as live streaming of high-quality video or the use of augmented reality (AR)/virtual reality (VR) devices, upgrading the RAN to support these services will be essential. One of the main reasons that network congestion is a concern for operators is that competition is driving them to offer unlimited data plans in mature telco economies. In other regions, and especially in developing economies, few operators can offer unlimited data, although many are taking steps in this direction by increasing the current data caps.

Read More

Will Telcos Move to a Network as a Service Model?

Nov 27, 2017 12:00:00 AM / by Admin

0 Comments

The deployment of telco networks is a complex, expensive exercise that is governed by strict regulations once licenses are awarded. In the past, voice and data traffic growth has fueled—and justified—nationwide mobile or fixed network deployments, but it is not yet clear what new revenues 5G will bring. Given that managed services and network sharing are typical procedures in network deployment nowadays, are we about to experience the next evolution of telco network deployment? Will vendors play a larger role in next-generation networks? 

Read More

Apple FaceID Shortcomings Reiterate Need for Multi-Factor Authentication

Nov 21, 2017 12:00:00 AM / by Admin

0 Comments

Only a couple of weeks have passed since Apple shipped its first iPhone X smartphone and already hackers have claimed to circumvent the device’s FaceID authentication system. Using a combination of 3D printed mask, color printouts, and a silicon nose mold, the group demonstrated that it could fake the iPhone X sensor into believing the mask was the trained user.

Read More

Recent Posts