When the FCC held the first auction of CBRS (Citizens Band Radio Service), it raised hopes that novel neutral host models will emerge that improve the economics of indoor cellular networks and bring some of the promise of 5G into venues of all sizes. What is the neutral host opportunity presented by CBRS and what are the economic considerations for the business of establishing and running a neutral host network.
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neXt Curve attended Huawei’s Analyst Day (HAS) 2021 which was hosted in-person and virtually from Shenzhen, China. This event shortly followed Huawei’s Annual Report which presented the state of their business during a difficult year for the company as it faced a wide range of sanctions by the US and the global Coronavirus pandemic. HAS 2021 gave us an holistic overview of the progress that Huawei has made in evolving and executing its “survival” strategy over the last two years since the company became the focus of deteriorating relations between the United States and China.
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neXt Curve was in Nice, France attending the premier global event for digital transformation in the telecommunications industry held from May 14th through May 16th and hosted by TM Forum.  Leading vendors and operators converged to discuss what it will take help the telecom industry reinvent itself and aid telecom service providers in becoming digital service providers.  Now that 5G has arrived in select markets around the globe, the pressure is on for telecom operators to transform their operating models to capture the value promised by the next generation network.
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Excitement about the open RAN movement continues to rise as operators such as Rakuten proves out OpenRAN and O-RAN principles in their greenfield 5G network which went live last year. How are major network equipment manufacturers adjusting to the new technology landscape? What are the benefits and costs to operators and vendors in adopting open and interoperable technologies?
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On January 20th, a new US Administration took office in the midst of a global pandemic, economic crisis and deteriorated Sino-US trade & security relations. During the Trump Administration, the tech industry became the epicenter of the trade war as US and China quickly escalated their exchange of tit-for-tat tariffs and bans. What will change under a Biden Administration if anything?
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In an exclusive one-on-one chat with Rakuten Mobile’s CTO, Tareq Amin, neXt Curve’s Leonard Lee received an update on the state of the much-touted Rakuten Cloud Platform (RCP). RCP was formally launched in October of 2020 with the goal of bringing the open RAN innovations, integrations and the inventions that make up Rakuten Mobile’s cloud-native infrastructure to the rest of the world.
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As the new Biden Administration settles into the White House and contemplates how to deal with a rising China as it inherits a highly escalated tech war with the second largest economy, the topic of technology leadership has come to the forefront of trade and national security concerns. In particular, 5G is seen as the strategic technology that will be the catalyst for revolutionary economic and societal transformation. But 5G cannot and will not happen without essential mobile wireless technologies. Increasingly, the competitiveness of a nation is deemed to rely on leadership in strategic technologies, namely, 5G.
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As the new Biden Administration settles into the White House and contemplates how to deal with a rising China as it inherits a highly escalated tech war with the second largest economy, the topic of technology leadership has come to the forefront of trade and national security concerns. In particular, 5G is seen as the strategic technology that will be the catalyst for revolutionary economic and societal transformation. But 5G cannot and will not happen without essential mobile wireless technologies. Increasingly, the competitiveness of a nation is deemed to rely on leadership in strategic technologies, namely, 5G.
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Despite the hype, 5G is a tremendously exciting technology that will change the way we think of connectivity, computing and how we architect systems. Over the next decade, it will bring about new wireless connectivity capabilities that can unshackle the live music industry from the legacy limitations and assumptions that have stifled wireless innovation and hamstrung artistic creativity.
Continue readingOn December 18th, 2020, SMIC (Semiconductor Manufacturing International Company), China’s largest foundry, was added to the Bureau of Industry and Security’s (BIS) Entity List. This was not a surprising move by the US Department of Commerce given the increasing stringency and aggressiveness of the Trump Administration’s tech trade policy toward China over the last couple of years, especially with the advent of the Coronavirus Pandemic. Besides, Secretary Wilbur Ross indicated in September that SMIC would likely join Huawei on the BIS’s Entity List. What are the implications on the semiconductor industry and the future of 5G?
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