The US war on Huawei brought down sales internationally, but China's 700,000 5G cells and explosive cloud growth meant Huawei had an up year. The chip blockade did hurt in Q4 and will continue to hold down sales in 2021. Huawei has sufficient reserves to outlast the United States until China catches up in chip production. Perhaps the most important figure in the financial report was the $55 billion cash. Another $10 billion will come in from the sale of Honor/Glory. more
As Trump's horrific Administration of non-stop debacles and self-serving gambits headed toward the exit over the past few weeks, one last regulatory grab after another has been pushed out the door while the toddler-in-chief rants. Sure enough, the last of the 5G debacles just appeared in the Federal Register courtesy of the President's policy instrument, the National Telecommunication and Information Administration (NTIA). It was titled the 5G Challenge Notice of Inquiry. more
Just as the last change in administration changed the course of the FCC, so will the swing back to a Democratic administration. If you've been reading me for a few years, you know I am a big believer in the regulatory pendulum. Inevitably, when a regulatory agency like the FCC swings too far in any direction, it's inevitable that it will eventually swing back the other way. more
There is an interesting article recently published in the English version of a South Korean newspaper, the ChosunILBO, that talks about 5G in China. According to the article, the Chinese 5G rollout is an expensive bust. There are a number of interesting facts disclosed about the Chinese 5G rollout. First, it's clear that the rollout is using millimeter wave spectrum. more
In an earlier post, I described three Chinese low-Earth orbit (LEO) satellite constellations that seemed to be oriented toward broadband communication... None of those companies seem to be pursuing the global consumer market that SpaceX and OneWeb hope to serve, but a new Chinese company code-named GW seems to plan on doing so. more
Neophotonics, the Nasdaq-listed producer of various optical communications products, including silicon photonics and photonic integrated circuits (PICs), warned investor this week that the new restrictions on business with China's Huawei - its largest customer - could have a major impact on future sales. more
A lot of rural America continues to hope that low orbit satellite (LEO) service will provide a broadband alternative. It's been a while since I've covered the status of the companies proposing to deploy constellations of satellites for providing broadband. In March, OneWeb filed for Chapter 11 restructuring when it was clear that the company could not raise enough cash to continue the research and development of the satellite product. more
The Democratic Staff Report Prepared for the use of the Committee on Foreign Relations United States Senate, July 21, 2020, entitled "The New Big Brother," is actually all about 5G technology. The report jumps on the runaway anti-China train chaotically flailing around Washington these days to "out-Trump, Trump." It characterizes 5G technology, longstanding international collaboration, and COVID-19 tracking as all part of a global conspiracy for "digital authoritarianism" run out of Beijing. more
Only an idiot would believe that the U.S. is blocking TSMC manufacture of Huawei cell phone chips because of security fears. This is a commercial rivalry. The U.S. wants to put China's leading technology company out of business. We will fail, of course, at a price far higher than D.C. understands. The U.S. is ready for China's immediate countermeasures, even if Apple's stock price falls $hundreds of billions. But the long-run price will be devastating. more
Technology always evolves, and I've been reading about where scientists envision the evolution of 5G. The first generation of 5G, which will be rolled out over the next 3-5 years, is mostly aimed at increasing the throughput of cellular networks. According to Cisco, North American cellular data volumes are growing at a torrid 36% per year, and even faster than that in some urban markets where the volumes of data are doubling every two years. The main goal of the first-generation 5G is to increase network capacity to handle that growth. more
A little over 25 years ago, the Internet Society proposed that they assume responsibility for the DARPA Internet Protocol (IP) specifications Intellectual Property Rights (IPR) that were being evolved by the Internet Engineering Task Force (IETF) to facilitate their use by the mainstream network communication standards bodies and providers. Last week, the IETF, in an attempt to fend off alternative Internet Protocols emerging in the 5G ecosystem and create a standards monopoly, asserted... more
It seems like most new technology today comes with a lot of hype. Just a few years ago, the press was full of predictions that we'd be awash with Internet of Thing sensors that would transform the way we live. We've heard similar claims for technologies like virtual reality, blockchain, and self-driving cars. I've written a lot about the massive hype surrounding 5G -- in my way of measuring things, there isn't any 5G in the world yet, but the cellular carriers are loudly proclaiming its everywhere. more
Verizon recently posted a webcast with investors where Ronan Dunne, EVP and CEO of the Verizon Consumer Group said that he believed that 5G hotspots using millimeter wave spectrum would eventually displace WiFi in homes. He cites major benefits of 5G over WiFi. He believes that a 5G network will be more reliable and more secure. He thinks that people will value the safety that comes from having traffic inside their home being encrypted... more
For years I've been hearing how we are losing the broadband battle with China, so I decided to take a look at the current state of broadband in the country. The China Internet Network Information Center (CNNIC) publishes statistics about the state of broadband in the country, and I used the Statistical Report on Internet Development in China from August 2019 in writing this blog. more
The 2010's have been nothing short of transformative in the broadband space. Despite disappointing deployment rates across the U.S., the past decade has been a period of exponential change and innovation. As we look toward the new decade, here are five key predictions based on current trends and developments in the broadband industry. more
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