The G2 on 5G Podcast by Moor Insights & Strategy
The G2 on 5G Podcast – Ericsson Vonage Write-down, Starlink Direct to Cell, Huawei 5G Redcap and Mate 60 Benchmarks, BT Drone SIM, T-Mobile and Dish Spectrum Spats and Qualcomm Layoffs
Oct 13, 2023
Ericsson's write-down of Vonage raises concerns about its 5G developer innovation plan. SpaceX introduces Starlink Direct to Cell for smartphones. Huawei highlights the potential of 5G RedCap for wearable devices. HotHardware benchmarks Huawei's Mate60 with slower results than older phones. BT launches a drone SIM for 5G connectivity. T-Mobile and Dish clash over low-band spectrum. Qualcomm lays off 1,200 workers amid a soft smartphone market.
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Quick takeaways
- Ericsson's write-down of Vonage raises concerns about its 5G developer innovation plans.
- SpaceX's Starlink Direct to Cell aims to provide seamless access to text, voice, and data for LTE smartphones worldwide.
Deep dives
Ericsson's Massive Write-Down Raises Questions About 5G Development
Ericsson has announced a significant write-down related to its VODGE acquisition, leading to concerns about the company's plans to accelerate its 5G developer innovation. The write-down is attributed to declining values of companies in the same market space as VODGE. Despite this setback, Ericsson remains bullish on the development of its global network platform and believes that leveraging VODGE's API perspective will make its network deployments more programmable. Critics argue that Ericsson overpaid for VODGE, but the company remains optimistic that the true value of VODGE will come from the developer community.
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