Digital Communications is apparently settling down to cloud, fiber, and OFDMA fueled with deep-learning enabled AI.
let's take a look at some of the victims of 5G, Telecom network vendors/operators and Cell Phone vendors. When I call them victims, I ain't mean that they are going out of business 😊 but I mean they have to discover new ways of business and , at least, they can exploit their Telecom Brand names while pursuing new dimensions to their current business that's heavily Telecom based.
Telecom operators are happy on one side, as they don't have to pay billions of dollars to Telecom vendors for dedicated hardware and software and on the other side may be struggling, how to force existing customers (cell phone subscribers) to pay more just for having 5G on their displays instead of 4G.
As competition forced the major US carriers to offer unlimited plans, same may gonna happen on lowering down the price further due to reduction in employees and negligible cost of white box & open source software. Forgot to mention almost free spectrum too (CBRS/WiFi).
Telecom operators are exploring new dimensions to attract new customers for new services (slices) , including industrial IoT (one of the most promising new slice at the moment, rest are in testing phase yet or not matured yet).
When you have a white box and open source software at Network End, it's natural to have the same kind of device (white box with open source software) at the consumer end, so apparently the major cell phone vendors making iPhone/Galaxy will be having a hard time to force the existing consumers to continue buying annually an upgraded version of their cell phones.
Telecom Network vendors are the ones affected mostly because they were selling Telecom dedicated hardware and software. And now they have re-align their hardware and software product line from Telecom dedicated hardware & software to Cloud native hardware & software product line. Fiber devices & active antennas would be their hot items in 5G.
Industrial IoT is the target of both Telecom Network vendors and operators, let's how this market grows and which way it sways.
No comments:
Post a Comment