The G2 on 5G Podcast by Moor Insights & Strategy

Anshel Sag and Will Townsend
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Aug 6, 2021 • 24min

The G2 on 5G Podcast - Episode 62 – August 6th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Rakuten announces its intent to acquire Open RAN player Altiostar - is it a smart move?2. T-Mobile Makes New 5G Use Cases Real With Sarcos Robotics and Fisk University’s VR Cadaver Lab powered by Victory XR and HTC Vive with 5G3. Huawei invests $100M in Asian Pacific startups - could it be a diversification strategy on the heels of its recent earnings dip?4. Google Announces Tensor SoC for Pixel, dropping Qualcomm but no mention of 5G or who might supply modems?5. Will’s recap of his conversation this week with OnGo Alliance/ CBRS6. International 5G Update: Chinese Operators have deployed 961,000 5G base stations and 365 million 5G-connected devices (22.8%), South Korea hits 16.48 million 5G subscribers or 23% total market penetration
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Jul 30, 2021 • 24min

The G2 on 5G Podcast - Episode 61 – July 30th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia announces 2Q earnings - have they turned the 5G ship around?2. Whitehouse Infrastructure Deal, $65 billion agreed to for broadband3. Samsung Networks and Verizon trial a fully virtualized 5G session using MIMO over C-band - can it help accelerate the operator's mid-band spectrum deployment?4. Qualcomm & Apple Earnings, how 5G devices affect that5. Vodafone UK pegs the private 5G networking opportunity at ~6B pound sterling in the U.K by 2030 - is it a realistic prediction? 6. Huawei P50 Series uses Qualcomm’s Snapdragon 888, but no 5G
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Jul 23, 2021 • 26min

The G2 on 5G Podcast - Episode 60 – July 23rd 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Spain nets a billion euros in recent 5G low band spectrum auction - was it a success?2. Apple iPhone SE 3rd generation might come with 5G in 2022? Does this really mean it could launch its own 5G network?3. AT&T, Verizon earnings recap - T-Mobile preview4. Open Signal – European 5G Smartphone Speed Race Results5. AT&T and Dish strike $5B MVNO deal - what happened with T-Mobile?6. Intel and TSMC expect chip shortage to continue into 2023, we explain why
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Jul 16, 2021 • 24min

The G2 on 5G Podcast - Episode 59 – July 16th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Samsung Networks helps Korea Telecom deploy the first commercial Standalone 5G network in South Korea - what does it mean for new service delivery?2. Verizon Expands 5G FWA business offering to 42 cities, up from 24 and offers up to $1,500 for early terminations and 10-year contracts3. AT&T 5G Event in New York this week - Will recaps his insights4. T-Mobile keeps 5G coverage and speed crown, according to OpenSignal5. Ericsson signs an expanded multi-year $8B+ agreement to build out Verizon C-Band spectrum assets along with mmWave - can it help accelerate the carrier's 5G mid band deployment?6. Samsung and GBL Deploy 5G testbeds for US DoD for AR & VR Training
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Jul 9, 2021 • 20min

The G2 on 5G Podcast - Episode 58 – July 9th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile and Halo partner to deliver 5G remote piloted cars - is this the killer use case we’ve been waiting for?2. AT&T, Samsung and Qualcomm help launch UT’s 6G Research Center3. AT&T and Google Cloud announce edge tie up - can the third place hyperscaler step up?4. 5G Services are available in 1,662 cities across 65 countries according to Viavi’s latest 5G report5. Huawei plans to get into semiconductor fabrication - can it scale quickly enough to support its 5G needs for infrastructure and devices?6. T-Mobile gears up for ASG with MLB AR App and 5G Player PoV Cameras
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Jul 2, 2021 • 25min

The G2 on 5G Podcast - Episode 57 – July 2nd 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T announces that it will move its 5G mobile network to the Azure for Operators cloud - is it a wise move?2. New 5G Chipsets - Qualcomm Snapdragon 888+ and 2nd Gen 5G RAN Small Cell FSM200xx Platform - Marvell Octeon 10 DPU with ARM Neoverse N2 CPU Cores and Custom ML Engine3. Ericsson and Google partner for edge enablement - can it help accelerate Google from laggard to leader?4. Elon Musk Speaks at MWC 2021 - Says Starlink is complementary to 5G and Fiber and designed to reach the last 3% and 5%5. Telefonica speaks harshly about EU operator regulations - are they on the mark?6. Deutsche Telekom and Ericsson Demonstrate 5G Network Slicing with VR in lab trial and NVIDIA CloudXR 3.0
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Jun 25, 2021 • 18min

The G2 on 5G Podcast - Episode 56 – June 25th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia refreshes its AirScale 5G RAN portfolio - can it better compete with Ericsson and Samsung Networks?2. Samsung Announces New 5G Chipsets & RFICs for Infrastructure at Samsung Networks: Redefined 20213. RootMetrics identifies South Korea as a leader in 5G deployment - what’s the advantage for the country and its operators?4. China Mobile Adds 16.65 million 5G Subscribers in May, up to 221.95 million 5G subs and up from 55.60 million a year ago. China Mobile’s current user base is 942.8 million5. TMobile sells 5Gin and 5Ginger beer - random gimmick or marketing genius?6. South Korea Eyes First 6G Network in 2028
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Jun 18, 2021 • 25min

The G2 on 5G Podcast - Episode 55 – June 18th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Reliance Jio commences 5G SA trials ahead of spectrum auctions in India - will it give it a leg up against competitors?2. Dish/Dell 5G edge cloud tie-up3. Dish Project Gene5is - Sign Up for Dish’s 5G Network has begun!4. Ericsson weighs in on expected 5G subscriber numbers through the end of 2021 as well as future projections - how does 5G adoption compare to the other Gs?5. C-Band - AT&T/Nokia field trial 5G call6. Samsung is already starting to test Terahertz spectrum for 6G Wireless with UCSB
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Jun 4, 2021 • 17min

The G2 on 5G Podcast - Episode 54 – May 21st, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Vodafone Germany establishes 5G, 6G research facility - can it enable competitive advantage?2. Deutsche Telekom tests VoNR across multiple handset vendors with Ericsson, Nokia, Qualcomm, Samsung, and Xiaomi interoperability test3. Ericsson introduces a private 5G networking bundle - can it simplify deployments?4. 2.5 GHz Auction Fight - AT&T and Dish Gang Up on T-Mobile5. BT trials use of new fiber optic cable to enhance 5G network performance - is it full of hot air?6. Italy and Malaysia Set to Greenlight Huawei as a 5G Vendor
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May 21, 2021 • 20min

The G2 on 5G Podcast - Episode 53 – May 21st, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T spins off WarnerMedia - is it a smart move relative to future 5G services leverage?2. AT&T Builds Private 5G Network for Cancer Patients at USC’s Ellison Institute for Transformative Medicine (mmWave 5G + MEC)3. Qualcomm 5G Summit insights4. Snap Announces Ghost AR Incubator with Verizon for Creators and 5G5. Will Covid-19 impact India’s 5G deployment plans?6. India Mid-Band (3.3 – 3.6 GHz) 5G Auction in 2022

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