The G2 on 5G Podcast by Moor Insights & Strategy

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

In this episode of The G2 on 5G, Anshel and Will Cover:1. Telefonica and Microsoft announce 5G edge tie-up - are they late to the cloud party?2. GSA 5G Report: 468 Commercial Devices, up 7.5% over last month and 28.6% on the year3. US Coalition calls for FCC 12 GHz spectrum sharing with LEO providers - is it a smart move?4. Apple 5G Modem Report - not much to see here, yet5. Startup Airwaive wants to help with small cell deployment - can it help speed 5G deployments?6. FCC is asking for comments from the industry on the impacts of chip shortage

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:1. Cradlepoint and Celona partner to deliver 5G services - what is the potential value?2. Verizon C-Band mmWave carrier ag trial? Hit 4.3gbps using 100MHz channel of C-band and 600MHz of mmWave.3. Starlink Speeds Reported by Ookla - Could this be a 5G FWA competitor in rural areas? Has 500K Orders in place.4. T-Mobile crushes Q1 earnings - is there additional upside?5. U.S. Cellular extended range mmWave 5G news (w Ericsson, Inseego, Qualcomm) at 7KM and 1Gbps6. India’s big 4 operators (Bharti Airtel, MTNL, Reliance Jio, and Vodafone) are conducting 5G trials but no equipment from Huawei or ZTE will be used even though they were granted permission by the government last year. They are using Ericsson, Nokia, Samsung, and C-DOT equipment instead.

1. Qualcomm and Vodafone announce OpenRAN blueprints for vendor diversification- what’s the impact?2. OpenSignal mmWave Coverage Findings3. T-Mobile and Lumen Technologies announce edge infrastructure partnership - is it competitive with recent Verizon MEC announcements?4. Qualcomm Earnings, Mollenkopf hands over to Amon, 130 5G licensing agreements with an estimate of 450 to 550M handsets in 20215. OneWeb is finally getting off the ground with LEO satellite network - can it compete with SpaceX, others to help bridge the digital divide?6. NSF’s 6G RINGS (Resilient and Intelligent Next-Generation Systems) is a public private partnership including Apple, Ericsson, Google, IBM, Intel, Microsoft, Nokia, Qualcomm and VMware and the NIST to disperse $40M in Research Funding for 6G academic research projects.

In this episode of The G2 on 5G, Anshel and Will Cover:1. Dish and Amazon Web Services announce 5G RAN and Core deployment on public cloud-based infrastructure - is it a winning strategy?2. Verizon mmWave expansion, C-Band Deployment and Earnings, Taps Samsung and Ericsson for C-Band equipment3. AT&T earnings insights4. China boasts 792K 5G base stations at the end of Feb5. New York state mandates broadband pricing for economically disadvantaged subscribers - what’s the impact on operators such as AT&T, Verizon, and T-Mobile offering 5G FWA services?6. Republicans counter Biden’s $100 Billion broadband initiative with $65 billion for broadband

In this episode of The G2 on 5G, Anshel and Will Cover:1. Target industries and applicationsManufacturing for machine-to-machine communication and process automation. Energy and utilities for grid management. Farming and ranching to improve crop and livestock yields through the application of "AgTech" methodologies. Broadly speaking, operational technology (OT) environments will benefit from the deployment of cellular infrastructure. Nearly 3/4 of these enterprise "non-carpeted" areas such as warehouses, manufacturing lines, and industrial control systems are not connected by Wi-Fi today.2. The co-existence of 4G, 5G, and Wi-FiEnterprises have a number of choices with respect to wireless connectivity. Wi-Fi enjoys a broad install base and supports the basic connectivity and application needs of knowledge workers cost-effectively. However, cellular private networking is poised to meet the more demanding needs of industrial applications. Today, 4G supports a majority of industrial use cases, and 5G with its improvements in throughput and lower latency is poised to unlock new ones.3. General deployment considerationsShould businesses own its private networking infrastructure on-premise or consider SaaS/cloudified or managed service offerings? There are many pros and cons to owning versus a subscription including the balance sheet treatment of capital versus operational expenses as well as the need for immediate upside capacity and access to the latest feature releases. The ultimate decision should be made based on enterprise needs and IT staffing levels.4. Nokia’s value add and market positionIt is Moor Insights & Strategy’s opinion that there are only a handful of providers that can offer an end-to-end solution. We believe that Nokia is well-positioned to deliver a robust private networking platform based on its broad portfolio, deep experience, and overall leadership in private networking relative to its traditional peers, as highlighted by more than 260 4G and 5G customer deployments to date.

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T announces its plans to bridge the digital divide in the U.S. - will it make a difference?2. Qualcomm and Ericsson pushing the limits of 5G with Carrier Aggregated calls and UL MIMO3. Vodafone becomes the first operator to launch 5G Standalone in Europe - will it become a competitive advantage?4. Ookla gives T-Mobile the fastest 5G crown5. Verizon launches “hyper-precise” positioning leveraging its IoT platform - is there a gap in its plans?6. US National Parks to launch 5G service - what are the compelling use cases?

In this episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile 5G ‘Uncarrier’ announcements - what does it mean for rural America?2. GSMA secures travel ban exclusions for MWC attendees, will people still go?3. Insights from Light Reading Open RAN World Digital Conference4. Samsung launches new low-cost 5G phones in US, A52 5G, A42 5G and A32 5G starting at $2795. AWS extends its telco cloud lead over Azure and Google with enterprise private MEC6. AT&T Sues Pittsburgh over Small Cell fees, could this be a sign of more problems to come in densifying 5G networks?

In this episode of The G2 on 5G, Anshel and Will Cover:1. Cisco Live! insights related to Internet infrastructure announcements and 5G plans2. New Samsung equipment doubles mid-band 5G radio bandwidth to 400 MHz.3. Ericsson embraces open with the launch of Open Lab - Cloud RAN is a focus but will they go kicking and screaming along with Open RAN?4. Huawei Earnings – Up 3% on Revenue and Earnings, outlook is uncertain5. Can Biden’s $2T infrastructure plan really address the digital divide when the FCC continues to take spectrum money to the bank?6. FTC Drops Qualcomm Anti-Trust Fight

The G2 on 5G - Episode 43 - March 19th 2021In this episode of The G2 on 5G, Anshel and Will Cover:1. China accelerates R&D focus on 6G over the next five years - is it a wise move?2. Lockheed Martin and Omnispace Partner on 5G Network in Space3. T-Mobile 5G Open Innovation Lab opening - what are AT&T and Verizon doing as well?4. AT&T and Verizon Standalone 5G Timelines Drifting5. Samsung Networks to supply Docomo with 5G Open RAN - what’s the impact on the Japanese market?6. Marvell and Samsung Chip News, Intel Fab Efforts $20B in Az, More chip news down the pipe