Telecom Capex – Past, Present and the Future
Together with the team from Strand Consult, I have written the report The Nature of Telecom Capex until the End of the Decade, comprehensively analyzes capital expenditure (Capex) trends in…
5G
The Digital Future Requires Making 5G Secure
From smart cities to smart cars, to smart factories, the future will be built on ubiquitous microchips connected by wireless networks. Fifth generation (5G) technology promises to bring the high-speed,…
Why is the US FAA suddenly concerned about 5G? Europe is moving forward on 5G in the C-band without aviation interference problems.
The European Union is moving forward on 5G in the C-band while the spectrum engineering community in the European Conference of Postal and Telecommunications Administrations (CEPT) awaits technical input from…
Huawei – Nowhere to run – Patents are no panacea
For more than 20 years, I have analyzed the global technology sector and prepared equity sell side research, first for Nomura Securities, and now for my own firm Radio Free…
Open RAN: The Future, not the Present
Open RAN (Radio Access Network) technology is going to be important in the 6G era, from 2028 onwards. But in the meantime, like everything about 5G, it is overhyped. I’m…
How well is 5G shaping up?
Enthusiasm continues to run high for 5G. Many believe that it is a revolutionary generation, delivering a massive change in connectivity and revolutionising our lives. Much of this enthusiasm is…
