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10/22/2024· Telecommunication

While Low-Band Spectrum Is "beachfront property," Mid-Bands Offer Higher Capacities Needed For 5G

By: Keith Mallinson

Cellular technologies have improved to utilize the greater capacity in the larger bandwidths--including in mmWave bands with 5G--that is needed to satisfy the massive growth in mobile data. Much of the radio spectrum--including frequencies between 2.5 GHz and 3.5 GHz--that used to be deemed less than ideal for cellular and which were termed "high-band" are now very highly sought-after and defined as "mid-band."

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9/6/2023· Telecommunication

Grace And Peril In Artificial Intelligence (AI)

By: Keith Mallinson

Artificial Intelligence (AI) is rapidly taking hold in many places to provide enormous benefits with improved utility and efficiency in various cellular capabilities. It is significantly affecting how networks are designed and operated. But some applications of AI are much more straightforward and less controversial than others.

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5/11/2023· Telecommunication

Sharp - Not Weak Or Late Enforcement Is Required Against Recalcitrant SEP Implementers

By: Keith Mallinson

Public comments on SEPs and FRAND licensing sought for the US Department of Justice’s Draft Policy Statement and the UK Intellectual Property Office’s Call for Views. 

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11/22/2022· Telecommunication

Revenue Boost For Automotive Industry From Cellular Connectivity Outweighs SEP Licensing Costs

By: Keith Mallinson

The automotive industry is being revolutionized by continuous cloud connectivity, autonomous driving technologies, drive train electrification and shared mobility. These transformations are being facilitated in part by the standardized cellular technologies now commonly implemented in “connected vehicles” or “CVs”.

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9/4/2022· Telecommunication

Long Live The Revolution In 5G: With SA, 5G-A5dvanced, 6G, Virtualizatio4n, O-RAN And Competition Among Industry Standard Computer Hardware Platforms

By: Keith Malinson

Change will be huge but gradual over the next decade. With 5G yet to make its mark beyond eMBB, a second wave of growth including widespread implementation of IoT using 5G SA, and with mMTC and eURLLC including enterprise deployments, will have major impact commencing around 2025.

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6/20/2022· Telecommunication

Spectrum Auctions: Okay For Some, But Not For Others (Analyst Angle)

By: Keith Mallinson

A recent op-ed in the Wall Street Journal by Paul Wolfowitz, former U.S. Deputy Secretary of Defense and former President of the World Bank, controversially suggests that auctioning spectrum for 5G is detrimental to the U.S. and helps Huawei. While spectrum allocation is an important issue in industrial and economic policy, high auction fees do not appear to have impaired U.S. development and deployment of 4G or 5G.

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3/22/2022· Telecommunication

Global Standard Setting At 3GPP Endangered With Russia’s Invasion of Ukraine (Analyst Angle)

By: Keith Mallinson

It took the industry 30 years to consolidate mobile communications developments into a single 4G standard with the introduction of LTE and the demise of WiMAX. That attainment—also in 5G—should be cherished; but it is imperiled by geopolitical developments.

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12/3/2021· Telecommunication

Modest SEP Royalties On Smartphones Have Declined And Licensing Is Stabilizing

By: Keith Mallinson

Aggregate royalty payments for licensing cellular technology standard-essential patents (SEPs) in smartphones have remained in modest single-digit percentages and have declined since 2013. This defies purported concerns that the stacking of patent royalties paid to multiple licensors have led to or would lead to unreasonably high aggregate rates on mobile devices

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1/24/2019· Telecommunication

Maintaining Cellular Growth Until Large-scale 5G IoT Adoption in the Mid 2020s

By: Keith Mallinson

The notion of "peak smartphone" is widely discussed of late, including by the Economist. Revenues are flattening with longer replacement cycles, saturating markets, resistance to Apple's price increases, decreasing prices among Android's fiercely competitive OEMs and allegedly diminishing technical improvements in successive new device models. 5G holds massive growth potential, but much of that is in industrial and IoT markets that will take at least several years to establish themselves and grow to levels that will have substantial impact on overall device and service revenues.

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11/29/2018· Telecommunication

Analyst Angle: US and China Lead While Regulation and Competition Policy Impede Europe in 5G

By: Keith Mallinson

US, China, Japan and Korea are seizing global leadership in 5G with support of coherent and helpful industrial policies in those nations across the entire mobile ecosystem including technology development, spectrum licensing, site acquisition and operator consolidation. All these nations will launch 3GPP standard-compliant 5G services in 1Q 2019, except for the US, that might start sooner, and Japan, where the first launches are expected before yearend 2019. The first 5G smartphones will probably be sold to consumers to be sold to consumers in 2Q 2019.

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