$Hundreds of millions in extra chip costs prove Open-RAN not quite ready

Tareq Amin’s Rakuten is the most advanced Open-RAN and virtual carrier on earth. But he wasn’t able to get there using standard parts and equipment. Rakuten pays hundreds of millions of dollars in non-recurring engineering fees to chipmakers like Qualcomm to obtain the components it needs. …We cannot find the right material at the right cost,...Continue reading

2020-2021: Networks Doing Fine in the Time of Corona

Amazingly, there have been close to zero reports of additional traffic causing important problems for people at home. The networks are successfully handling 20-50% traffic increases while still staying fast enough for almost all practical purposes. Traffic has now plateaued and speeds improving weekly. Median landline download speeds in 90% of U.S. cities were within...Continue reading

$23,000 for 5G Base Stations, $56,000/cell Complete. Quantity 200,000

China Mobile is upgrading over 250,000 cells to 2.5 GHz, 100+ Mbps 5G in 2020. It projects a total capex expenditure for 5G of ~US$14 billion. That’s about US$56,000 per upgraded site. It will reach between 500 million and 700 million Chinese, about half the country. China Telecom and China Unicom are doing a slightly...

5G Phones Will Keep Getting Cheaper

In 2020, the difference in 5G and 4G manufacturing costs will fall to US$15-35 per phone. Xiaomi in January is offering a decent 5G phone for $285. The 4G version is only $55 less. Huawei and Samsung, who make their own parts and have enormous volume, will have an advantage. Xiaomi, Oppo, and Vivo believe...

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