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The G2 on 5G Podcast: Nokia's Infinera Deal, AT&T's RedCap Launch, FCC's Unlock Rule, India's Auction, Verizon's Spectrum Concerns, and Release 18
Episode 197: The G2 on 5G - Key Highlights
Welcome and Introduction
- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
Nokia's Acquisition of Infinera
- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.
- The acquisition aims to strengthen Nokia's optical networking and component business.
- Potential benefits include increased access to the North American market and entry into data centers.
- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.
Generative AI and Data Centers
- Will highlights the relevance of the acquisition to generative AI and data centers.
- Anshel notes the stability and long-term benefits of Nokia's wireline businesses.
3GPP Release 18 and 5G Advanced
- Anshel discusses the finalization of 3GPP Release 18 standards, marking the 5G Advanced era.
- Release 18 includes enhancements for IoT, XR, AI, and ML applications.
- The importance of standalone deployment for utilizing Release 18 features.
AT&T's 5G RedCap Launch
- Will talks about AT&T's soft launch of 5G RedCap in the Dallas metropolitan area.
- The significance of RedCap for IoT applications and AT&T's vertical market focus.
- Anshel discusses the potential consumer and enterprise applications of RedCap.
India's 5G Spectrum Auction
- Will covers the recent 5G spectrum auction in India, which netted only $1.3 billion compared to $18 billion in 2022.
- Speculation on the reasons behind the lackluster auction, including slow monetization and deployment of previously acquired spectrum.
- Discussion on the potential benefits of democratizing access to licensed spectrum for private networking.
FCC's Proposed Rule on Unlocking Phones
- Anshel explains the FCC's proposed rule to require mobile providers to unlock phones within 60 days of activation.
- Concerns about the financial risk to carriers and the practicality of unlocking postpaid devices.
- Suggestion to mandate unlocking for prepaid phones and maintaining current rules for postpaid devices.
Verizon's Concerns Over 4.9 GHz Spectrum for FirstNet
- Anshel discusses Verizon's opposition to the FCC potentially giving 4.9 GHz spectrum to AT&T for FirstNet.
- Analysis of the spectrum's value and its suitability for small cell deployments.
- The potential impact on Verizon's competitiveness and the overall 5G landscape.
Closing Remarks
- Will and Anshel share their upcoming travel plans and wish listeners a happy 4th of July.
- Encouragement for listeners to rate, subscribe, and provide feedback on future 5G topics.
Contact Information
- Will Townsend: @WillTownTech
- Anshel Sag: @AnshelSag
Next Episode
- The podcast will take a break for the 4th of July and return the following week.
View all episodes
By Anshel Sag and Will Townsend
5
33 ratings
Episode 197: The G2 on 5G - Key Highlights
Welcome and Introduction
- Will Townsend welcomes listeners to episode 197 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
Nokia's Acquisition of Infinera
- Will discusses Nokia's recent announcement to acquire Infinera for over $2 billion.
- The acquisition aims to strengthen Nokia's optical networking and component business.
- Potential benefits include increased access to the North American market and entry into data centers.
- Anshel questions whether the sale of Nokia's submarine cable business to the French government was required for the acquisition.
Generative AI and Data Centers
- Will highlights the relevance of the acquisition to generative AI and data centers.
- Anshel notes the stability and long-term benefits of Nokia's wireline businesses.
3GPP Release 18 and 5G Advanced
- Anshel discusses the finalization of 3GPP Release 18 standards, marking the 5G Advanced era.
- Release 18 includes enhancements for IoT, XR, AI, and ML applications.
- The importance of standalone deployment for utilizing Release 18 features.
AT&T's 5G RedCap Launch
- Will talks about AT&T's soft launch of 5G RedCap in the Dallas metropolitan area.
- The significance of RedCap for IoT applications and AT&T's vertical market focus.
- Anshel discusses the potential consumer and enterprise applications of RedCap.
India's 5G Spectrum Auction
- Will covers the recent 5G spectrum auction in India, which netted only $1.3 billion compared to $18 billion in 2022.
- Speculation on the reasons behind the lackluster auction, including slow monetization and deployment of previously acquired spectrum.
- Discussion on the potential benefits of democratizing access to licensed spectrum for private networking.
FCC's Proposed Rule on Unlocking Phones
- Anshel explains the FCC's proposed rule to require mobile providers to unlock phones within 60 days of activation.
- Concerns about the financial risk to carriers and the practicality of unlocking postpaid devices.
- Suggestion to mandate unlocking for prepaid phones and maintaining current rules for postpaid devices.
Verizon's Concerns Over 4.9 GHz Spectrum for FirstNet
- Anshel discusses Verizon's opposition to the FCC potentially giving 4.9 GHz spectrum to AT&T for FirstNet.
- Analysis of the spectrum's value and its suitability for small cell deployments.
- The potential impact on Verizon's competitiveness and the overall 5G landscape.
Closing Remarks
- Will and Anshel share their upcoming travel plans and wish listeners a happy 4th of July.
- Encouragement for listeners to rate, subscribe, and provide feedback on future 5G topics.
Contact Information
- Will Townsend: @WillTownTech
- Anshel Sag: @AnshelSag
Next Episode
- The podcast will take a break for the 4th of July and return the following week.
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