In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss Nokia's FY2022 report and the state of cellular vehicle-to-everything (C-V2X) connectivity.

Caroline (00:30 - 15:15) takes a look at Nokia's recent Q4 and FY2022 report, contrasting it with Ericsson's performance over the same period. She also gives an outlook for 2023 and beyond in terms of opportunities for the respective vendors.

Phil (15:15 - 31:30) gives a rundown of V2X communications developments over the past decade, in particular how these developments became intertwined with autonomous driving. Issues with V2X SideLink, or Direct Mode, are also discussed.

Hosted by Luc Braun.

The Wireless Watch articles discussed can be found on our website here:

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss some issues around 5G monetization. 

Caroline (00:25 - 17:30) takes a look at the state of 5G SA deployments, and illuminates some of the concerns network operators in the UK, Germany and US have voiced with regard to revenues. 

Phil (17:30 - 35:40) meanwhile talks about alternative monetization models, stressing the need to move away from traditional, mobile data centric strategies. 

Hosted by Luc Braun

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/mnos-struggle-with-5g-sa-case-as-vodafone-calls-for-government-help/

https://rethinkresearch.biz/articles/german-mnos-call-for-600-mhz-to-be-freed-up-for-5g-but-not-via-auction/

https://rethinkresearch.biz/articles/5g-monetization-requires-shift-from-crude-data-pricing-to-slas-and-use-cases/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss Cellnex's new growth strategy and 5G gaming at CES and beyond.

Caroline (00:30 - 16:00) takes a look at towerco Cellnex's diversified growth model following the announcement of the departure of its highly successful long-term CEO and founder, Tobias Martinez.

Phil (16:00 - 26:50) discusses some impressions on gaming at 5G, and falling latencies in 5G networks around the world, and potential implications live betting.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/cellnex-will-embark-on-its-radical-new-growth-strategy-without-its-ceo/

https://rethinkresearch.biz/articles/gaming-gains-appeal-beyond-dedicated-users-as-5g-cuts-latency/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this Episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss reduced CAPEX for US network operators and iSIMs. 

Caroline (00:38 - 16:20) takes a look at some of the reasons behind CAPEX cuts recently announced by TMO US, Verizon and AT&T, but also how these decisions will impact the wider RAN market. 

Phil (16:20 - 30:00) discusses iSIMs, some recent developments, and gives a prediction for when they will hit the mobile and handheld markets.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/usas-5g-capex-bubble-will-burst-this-year-as-three-main-operators-cut-back/

https://rethinkresearch.biz/articles/isim-gaining-in-small-iot-devices-will-take-longer-to-displace-esim-elsewhere/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss a recently announced cooperation agreement between Bharti Airtel and Meta, and some developments in the Fixed Wireless Access space, driven by Qualcomm and Swisscom.

Caroline (00:30 - 14:00) takes a look at the different aspects, Open RAN, subsea cables, and communications platform-as-a-service, of a recent cooperation announcement between Bharti Airtel and Meta.

Phil (14:00 - 25:30) discusses the state of FWA around the world, taking Swisscom's commencement of its FWA service offerings, and a newly released Qualcomm FWA radio as inspiration.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/meta-expands-indian-influence-with-far-reaching-airtel-alliance/

https://rethinkresearch.biz/articles/swisscom-unveils-enterprise-fwa-service-amid-spate-european-launches/

https://rethinkresearch.biz/articles/qualcomm-ups-fwa-ante-with-compact-5g-ran-platform/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss the consequences of an increasingly de-globalized world for the wireless industry, and a decision by the South Korean government to revoke mmWave spectrum licenses. 

 Hosted by Luc Braun.   

The articles discussed can be found on our website here: 

https://rethinkresearch.biz/articles/mobile-industry-will-be-reshaped-by-decline-of-globalization/ 

https://rethinkresearch.biz/articles/south-korea-cancels-28-ghz-licences-amid-frustration-over-slow-progress/ 

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:  

https://rethinkresearch.biz/product/wireless-watch/ 

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this episode of Rethink Wireless, principal analysts Caroline Gabriel and Phil Hunter discuss an ongoing conflict around the US’ CBRS spectrum sharing project, and Sierra Wireless’ vision for 5G/WiFi combined use cases.

Caroline (0:35 – 17:00) takes a look at the arguments for and against an expansion of the US’ CBRS shared spectrum project to include new spectrum bands.

Phil (17:00 – 32:00) meanwhile returns to one of his favourite topics, WiFi standards evolution and 5G coexistence. Sierra Wireless’ new dual-use modem promises the arrival of WiFi and cellular for use in law enforcement, emergency services, retail and public transport.

Hosted by Luc Braun.

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/disputes-rage-around-cbrs-as-supporters-lobby-to-expand-the-scheme/

https://rethinkresearch.biz/articles/sierra-wireless-promotes-wifi-5g-coexistence-for-new-use-cases/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

For this episode of the Rethink Wireless Podcast, principal analysts Caroline Gabriel and Phil Hunter discuss the recent FYUZ summit and a report on projected adoption rates of WiFi 7 by the Wireless Broadband Alliance (WBA). 

Caroline gives both her overall impressions from FYUZ (00:45 - 06:25), and goes into depth on Vodafone's search for macro Open RAN partners (06:25 - 21:26), mainly Nokia, and what implications this might have for the wider Open RAN ecosystem. 

Phil (21:40 - 35:40) on the other hand shares some insights and opinions regarding the WiFi vs 5G cellular rivalry in the context of a freshly released report by the WBA.

Hosted by Luc Braun. 

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/vodafone-endorses-nokia-as-most-advanced-european-o-ran-vendor/

https://rethinkresearch.biz/articles/wba-prepares-for-wifi-7-marketing-onslaught-ahead-of-2024-deployments/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this episode, principal analysts Caroline Gabriel and Phil Hunter talk about the upcoming 3GPP Release 18 standards and satellite convergence at MWC Las Vegas. Caroline (00:58 - 14:40) takes a look at how the traditional RAN equipment vendors, Nokia and Ericsson, but also Huawei, may take advantage of advanced use cases emerging out of the 5G Advanced standards releases (Rel. 18 - 20). Phil (14:40 - 23:25) on the other hand discusses the topic of satellite-cellular convergence at MWC Las Vegas, highlighting some key partnerships and collaborations coming out of the convention. Hosted by Luc Braun. 

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/neps-will-retain-power-if-they-can-make-5g-release-18-truly-meaningful/

https://rethinkresearch.biz/articles/mwc-las-vegas-satellite-convergence-fwa-and-o-ran-top-the-bill/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]

In this episode of the Rethink Wireless Podcast, Rethink Technology Research's analysts, Caroline Gabriel, Phil Hunter, and Luc Braun talk about some changes coming to the wireless communications market. 

Caroline uses a potential Dish Network plan to divest its Boost MVNO assets, to explore new network ownership and business models.

Phil delves further into the world of automotive chips, this time taking a look at changes to automotive chip supply chains and logistics. 

The articles discussed can be found on our website here:

https://rethinkresearch.biz/articles/dish-may-divest-boost-which-would-strengthen-its-5g-business-case/

https://rethinkresearch.biz/articles/hyundai-develops-5g-module-as-auto-industry-reshapes-supply-chain/

For more analyses, check out our Wireless Watch weekly publication, and in-depth research reports on our website:

https://rethinkresearch.biz/product/wireless-watch/

To request a trial and for other enquiries, contact John Constant here: [email protected]