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5G means so many things to people it gets muddy. If you are Verizon or ATT, you have lots of mmwave spectrum, so your interest is in dense urban environments a
by kjellsbells 5y ago
5G means so many things to people it gets muddy.
If you are Verizon or ATT, you have lots of mmwave spectrum, so your interest is in dense urban environments and multi-dwelling units where your speed let's you compete against wifi and cable providers. You spent a bazillion on spectrum and you need to give your customers reasons to pay extra for their service.
If you are t-mobile, you have a ton of mid range spectrum. After all, that was the only reason you bought sprint. You will want to go after consumers with a coverage play, since that is better than mmwave from T and VZ. You might also dip your toe in business services like IoT for farmers and factories.
If you are a hyperscaler, you need CBRS (3.5GHz) to take off. You'll be pitching IoT and edge compute like crazy because the radio coverage is better than wifi, the speeds are good and best of all the spectrum is available at essentially nominal cost.
What you won't get just yet, but will hear about a lot, are the toys like vr robots. The ugly truth is that no one really knows what the killer app for 5g is yet, but every operator is terrified that just like 4G theyll miss the value chain and leave apple or whoever to ride their network and slurp up the profit.
- ec109685 5y agoYet, those legacy operators haven’t invested a bit in an engineering and software organization capable of competing with the apple’s that ride their network.
- kjellsbells 5y agoId argue that the telco industry tried, and failed, as opposed to not trying at all. ATT for example sent a boatload of people on training from Georgia tech, invested massively in automation... and couldn't pull it off. I also blame the industry for missing the point on the whole pivot to virtualization. For those of you not in telco, telcos got together in 2012 and said, "how can we be more nimble like the cool kids?" and concluded that virtualizing everything, was the way to go, as if all it took was a vm and a k8s pod. Really it was about culture and supply chain, but that's a whole other story.
- ec109685 5y agoThey like to outsource everything. Vendor, vendor, vendor. No rich culture and own fundamental IP generation.