In 2018, nothing can get approved in 3GPP that China strongly opposes. In the past, 3GPP often was a battle between a few American giants and their European peers. A Qualcomm or a Nokia will still be heard, but the power has shifted. I haven't seen evidence that the Chinese influence has made for better or worse standards. There are now over a billion 4G subscribers at the big 3 Chinese telcos, by far the largest equipment buyers. Nokia, Ericsson, and the other vendors do not dare oppose their largest customers. more
SpaceX and OneWeb get a lot of publicity and have ambitious plans, but Telesat is the first low-Earth orbit (LEO) satellite Internet service provider to begin testing with potential resellers. Last January, Telesat launched a demonstration satellite and it is now ready for testing. Maritime connectivity provider OmniAccess and Australian ISP Optus had committed to testing the system previously and this week they were joined by in-flight entertainment company Global Eagle Entertainment. more
Cubans now have 5 million mobile accounts. The five-millionth account was recently opened Guanabacoa, in the eastern part of Havana and we see here that growth slowed last year, but has resumed -- perhaps due to increased 3G availability. Most Cubans have 2G phones, which are used primarily for making calls and sending text messages that may have attached images. more
Around 500M Africans, Indonesians, and Indians are regular Internet users without a landline. Brazil, Indonesia, and Mexico add about 200M more. In total, something like 1B people were wireless-only at the end of Q3 2017. I'm comparing the number of Facebook users (over 250M in India) with the number of landlines (less than 20M in India) for a rough guess at how many are wireless only. In the developed world, 70-90% of all homes have a landline connection... more
About 65% of 1.5B Internet "connections" are in the Global South, led by the BRICS. The actual number of users is probably twice that. Three quarters are not native English speakers. China has three times as many as the United States. India has more Facebook users than the United States. Vietnam has the fastest growth. See some figures below for why I'm confident Indonesia has more than 100M wireless only. more
Something over 55% of landline broadband users are in the "Global South," about 500M. The South is about 65% if you include "wireless-only" many of which are 4G LTE at ten megabits or more. The gap is widening rapidly and will increase by well over 70M in 2018. Six large developing countries are growing 5% or more in the last year, compared to only one in the developed world. China is adding ~30M more each year. Most developed countries are between 75% and 95% connected. That leaves little room for growth. more
In a previous post, I suggested that Cuba might be able to leap over 4G to 5G wireless infrastructure using satellite and terrestrial networks for backhaul. While that would require political and policy change, it would be a good fit with Cuban culture and skills. Before talking about Cuba, let me say a bit about wireless generations. Each mobile technology generation used new technology and enabled new applications. more
I have written a lot about the potential of low-Earth orbit (LEO) satellites for Internet service, but have not said much about medium-Earth orbit (MEO) satellites - until now. O3b (other three billion) is an MEO-satellite Internet service provider. Greg Wyler founded the company, and it was subsequently acquired by SES, a major geostationary-orbit (GSO) satellite company. (Wyler moved on to found future LEO Internet service provider OneWeb). more
In January of 2017, Doug Madory of Dyn Research reported on Cuban traffic, noting that C&W's share had increased. Later in December Madory reported that ETECSA had activated a new internet transit provider, medium-Earth orbit (MEO) satellite-connectivity provider O3b Networks (Other 3 billion), replacing geostationary satellite provider Intelsat. (They have also added Telecom Italia, which, until 2011, owned 11% of ETECSA, but I will save that for another post). more
I've suggested that Cuba could use geostationary-orbit (GSO) satellite Internet service as a stopgap measure until they could afford to leapfrog over today's technology to next-generation infrastructure. They did not pick up on that stopgap suggestion, but how about low-Earth orbit (LEO) satellite Internet service as a next-generation solution? SpaceX, OneWeb, Boeing and others are working on LEO satellite Internet projects. more
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