Industry Voices — Pongratz: Will the rise of cellular in the enterprise impact Wi-Fi?
The combination of the faster than expected 5G ramp, positive CBRS momentum, optimism about industrial IoT and private LTE/NR, and the increased focus globally on various spectrum sharing platforms form the basis for the renewed focus
Industry Voices—Pongratz: 5G is not all the same
With 5G activity accelerating across the globe and 5G NR now comprising a tangible portion of the overall wireless capex, it might be a good opportunity to assess how the various 5G deployments will differ from
Industry Voices—Pongratz: Will surging IoT connections help the suppliers and operators?
After years or decades of disappointing growth, Wide-Area IoT connections – including cellular and non-cellular technologies – increased nearly 70% in 2018, growing at a much faster pace than expected. With global Wide-Area IoT connections
Massive MIMO Moves to Center Court in Barcelona
With so much focus on 5G, it can be easy at times to forget that the spectral efficiency upside with the ongoing shift from passive to active antenna systems is expected to be significantly greater than
The Twisted Road to 5G
With the announcements by the Korean mobile service providers and AT&T in the US, turning up 5G service in late 2018, this might be a good time to pause and reexamine the road to 5G – how
The Business Case for Cellular IoT
The Dell’Oro Group Telecom Capex report suggests that worldwide carrier revenue was flat in nominal USD terms for the first half of 2018, recording a fourth consecutive year of stable, low single-digit growth. So it
5G Mobile Backhaul isn’t All Fiber
Mobile radio technology is moving from 4G to 5G, but it cannot move in isolation. Operators learned this valuable lesson with the move to 4G. In particular, the transport layer, often referred to as mobile
Analyst Angle: 5G to dominate marketing—LTE to dominate capacity
In addition to the typical location asymmetries between data consumption and mobile infrastructure investments that characterized the first part of the LTE cycle (Figure 1), differing spectrum assets among the US operators coupled with the
Industry Voices—Pongratz: The outlook is improving for mobile infrastructure vendors
We just published our semiannual five-year mobile infrastructure radio access network (RAN) forecast, and we are pleased to report that we remain optimistic that the RAN market will grow over the forecast period. At a
Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger
There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen
