Midterm Observations on the Telecom Industry.

Observations - Telecom IndustryThree events were held this past week that provided an opportunity to get a midterm pulse of the telecom industry: the MWC-Shanghai, 5G World and WBA Congress. Having attended the last two, I wanted to summarize a few observations:

* The vision for 5G is converging; industry is aligning along common themes.  A few leading operators are racing to claim 5G capability for different reasons and interests. The absence of standards coupled with vendors’ urgent need for 5G, will lead to market confusion which will climax in the next two years as the olympics in Japan and Korea approach and companies and countries race to claim firsts. Expect to be inundated with terms such as ‘5G-Lite’, ‘pre-5G’, ‘5G-Phase1’, ‘pre-certified 5G’, ‘5G-ready’, etc. Read more of this post

5G: Revolution or Evolution?

5G VirtualizationIs 5G an evolution or a revolution? In an earlier article I said 5G is an evolutionary stage. Many disagreed: 5G is a revolutionary technology. But this is all a matter of perspective.  The evolution vs. revolution debate has largely focused on the air interface, or the ‘subscriber interface’: everyone wants to have fast wide-bandwidth connectivity. Naturally, it is the user experience that takes center attention. In my opinion, this is not a revolutionary aspect as 5G will package the same technologies with upgrades in implementation that reflects advancements in technology since LTE was first conceived in 2004 (yes, that’s 12 years ago!!). Instead, I think that the revolutionary aspect is related to the ‘backend’ or the ‘operator interface’: it is in virtualizing the network. Read more of this post

Are MVNOs the Next OTTs?

MVNOThe wireless market in Canada is on the cusp of changes due to new regulations that open the market for a new breed of MVNO services. Full MVNOs are now possible: they will be able to have their own mobile network codes (MNCs) and provision their own IMSI numbers. Full MVNOs own their core network including all subscriber related entities (HLR or HSS, etc.) while relying on wholesale service provider for the radio access network only. This makes these MVNOs independent at least from a retail perspective from the underlying host wireless carrier. MVNOs will be able to make arrangements with multiple wireless carriers and negotiate their own roaming arrangements with other national and international carriers. However, the regulator stopped short of mandating MVNO models, leaving it in the hands of incumbent MNOs. So the question remains: will these new rules stimulate the market and allow greater vitality in what is now a dull MVNO landscape?  Read more of this post