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MNOs face dumb-pipe IIoT futures, as Bosch and Siemens branch out

As we predicted, the industrial big-boys are bypassing the MNOs in their IIoT ambitions, and there’s no shortage of companies who would be happy to help. Nokia and Ericsson are even twisting the knife in the MNOs, but a plethora of suppliers will be able to take advantage of the growing penetration of open source software and hardware in the cellular supply chain, thanks to the availability of private spectrum licenses and the use of unlicensed spectrum in cellular networks. This is far from a death sentence for the MNOs, but they have to face up to the fact that the once-hyped Industrie 4.0 market, which was going to be a goldmine for the MNOs, has little overlap with the…

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