Strand Consult has followed the mobile telecom industry for 25 years and has published predictions for the last 20. See the collection here. This note reviews the highs and lows…
China can afford to lose the Huawei battle, if it wins the war to control O-RAN specifications and manufacturing. Mobile cellular networks are costly to build. In 2019, the world’s mobile…
Many have speculated on what a Biden presidency would mean for companies like Huawei and ZTE. Many articles are based on messages from the likes of Huawei’s Vice President Victor…
Last week President Trump signed an Executive Order restricting U.S. firms from using telecom equipment manufactured by foreign businesses deemed national security threats, and the Department of Commerce based, based…
There is increasing focus on the use of Chinese equipment in telecommunications networks in the West and associated security threats. In 2018, Huawei invited political scrutiny in the process for…
Yesterday Director General Peter Limbourg of German broadcaster Deutsche Welle called Huawei′s 5G plan for Germany a bad deal in an opinion He described the hypocrisy of a promise of…
Operators around the world are building the next and 5th generation of mobile networks. 5G is clearly an evolution, and commercial products are combinations of 4G, 5G, NB-LTE and other…
The media has much focus on 5G, creating hype around high speeds, low latency and new revenue for mobile operators. It’s as if operators just build a 5G network, and…
The mobile telecom industry evolves quickly and faces many strategic challenges from competition, technological change, and regulation. I remember when the industry had stability. Telecom operators built networks, offered services,…
It is not news to say that the EU faces a €150 billion network investment gap to reach its 2025 connectivity goals. The more interesting question is why European Commission…
The challenges associated with rolling out 5G and improving mobile coverage cannot be addressed by mobile operators alone, but require close cooperation from a variety of stakeholders including politicians, regulators,…
There are many who talk about 5G but few have described what it takes to create a healthy 5G market with network deployment, service development, business models and customer demand….