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Wireless Watch
23rd May 2023

Streetlamps and 5G small cells enter symbiotic relationship

Streetlights and 5G smart cells are made for each other, according to Germany’s O2 Telefonica, which started piloting the concept in Frankfurt during 2021 where it is now expanding city-wide. Other operators around the world are also picking up this idea of combining 5G small cells with street lighting to achieve the required densification at the same time as serving new “smart city” IoT applications from these converted poles. This can be regarded as the second generation of smart street lighting, succeeding early incarnations where connectivity was provided by LPWAN networks, often based on the LoRa protocol. Indeed, Rethink Research described Philips Lighting’s choice of Vodafone for its CityTouch connected street lighting platform as early as March 2016, as part…

Wireless Watch
23rd May 2023

Fair share debate divides room at Content Delivery Summit

The fair share debate dominated the opening sessions of this week’s Content Delivery Summit, the annual warm-up to its big sister event, Streaming Media East. Attended by Wireless Watch’s sister service, Faultline, the topic of what media services owe to network operators was fiery. Mark de Jong, Chairman of the CDN Alliance, implored the Boston-based audience to pay closer attention to the very real legislative happenings across the pond, as the European Commission takes a step closer to giving ISPs more power to charge content providers for network tenancy. It is a debate fiercely familiar to patrons in Europe, yet one that is dangerously detached from overseas organizations – or so the CDN Alliance fears. The bottom line is that…

Wireless Watch
23rd May 2023

Ericsson’s growing support is a double-edged sword for Open RAN

There may be disappointment at perceived slow progress in Open RAN, or in the power of traditional vendors in its ecosystem, but momentum is still building behind the would-be open, multivendor, cloud-based architecture and its potential to disrupt the mobile network supply chain. Even Ericsson – which, as the market leader in traditional closed RAN, has the most to lose – is acknowledging the strength of operator demand and at this year’s Mobile World Congress, said unofficially that it would support the next iteration of the O-RAN Alliance’s most foundational spec, Open Fronthaul. But Ericsson has always opposed Open Fronthaul’s choice of 3GPP Split 7.2 – one of many variations in how network functions can be divided between the physical…

Faultline
18th May 2023

OTT Video News, Deals, Launches and Products

Five years ago this week… French operator Canal+ booked a ticket for its video business on the Apple TV luxury yacht, offering its subscribers an Apple TV 4K device to rent for €6 ($7) a month, as an alternative to their traditional IPTV set tops. Canal+ was not offering any special service, but simply acting as a reseller of a connected device. DTH and DTT set tops in France remained undisturbed by this announcement, but Canal+ was now going after the lunch of French IPTV service providers – meaning potentially bad news for Free, Orange, Altice-SFR, Bouygues and their respective vendor suppliers.   NBCUniversal’s Peacock will be the exclusive home for a NFL championship playoff match next year – a first for a streaming platform. NBCU paid a reported…

Faultline
18th May 2023

Fair share debate divides room at Content Delivery Summit

The fair share debate dominated the opening sessions of this week’s Content Delivery Summit, the annual warm-up to its big sister event, Streaming Media East. Mark de Jong, Chairman of the CDN Alliance, implored the Boston-based audience to pay closer attention to the very real legislative happenings across the pond, as the European Commission takes a step closer to giving ISPs more power to charge content providers for network tenancy. It is a debate fiercely familiar to patrons in Europe, yet one that is dangerously detached from overseas organizations – or so the CDN Alliance fears. The bottom line is that the fair share debate – or the fair contribution debate as it is also referred – will not be…

Faultline
18th May 2023

Disney’s scores are falling, remake tensions trigger box office questions

Disney has taken a battering in the past couple of weeks, losing some 4 million subscribers. It initially attributed this to the loss of exclusive Indian IPL cricket rights, where some 4.6 million subs exited the service in Q1. However, for a service supposedly still in its growth phase, perhaps the more pressing issues are found in its content output? Faultline is not going to launch a reviews section any time soon, but there has been a spate of online discourse about the quality of Disney’s library. Now, if you are a consumer, considering which service to cut due to the rising cost of living, it seems completely realistic that a dud movie or series would influence your decision to…

Faultline
18th May 2023

WOW’s crumbling cable business foreshadows vMVPD land grabs

US cableco WideOpenWest (WOW) is binning its cable service, instead crowning virtual MVPD (vMVPD) YouTube TV as its dedicated live TV provider. WOW’s residential video customers will be migrated to YouTube TV over the Summer, while new internet customers will be encouraged to subscribe to YouTube TV for live TV. WOW’s video offering was the WOW tv+ IPTV service, which launched in 2020 on an Android-based set top, providing VoD, cloud DVR and a Google Assistant voice remote. The move from Android TV straight to YouTube TV means that WOW has completely leapfrogged Google TV, Google’s more vertically integrated, newer OS. Google has been keen to not position Google TV as a direct successor to Android TV, but some recent…

Faultline
18th May 2023

Meta aggressive on expanding AV1 to Android, after 3 years of headwinds

A panel session from NAB 2023 saw members of the Alliance for Open Media (AOM) discuss the latest in AV1 readiness. One takeaway is that AV1 is not ready for live streaming, with Netflix’s representative, Anne Aaron, Director of Encoding Technologies, refusing to comment on which codecs Netflix has employed for its recent live streaming escapades. Netflix’s Aaron did reveal that approximately 30% of Netflix’s catalog is encoded in AV1 today – notching up support on mobile, browsers, and most recently TVs. On the to-do list of AOM members – including Netflix and Meta – is AV1 with HDR, where the company’s encoding team sees a lot of potential, on the back of an increased consumer adoption of hardware-based AV1…

Faultline
18th May 2023

CDN industry explores total rebrand – D stands for Disagreement

“There isn’t any,” was not the answer most expected – or wanted – to the question, “Where is the value in CDNs today?” This is the frank assessment of Harmonic’s Jeff Gilbert, VP of Content Delivery Service, at this week’s Content Delivery Summit in Boston. “This might be a crazy answer, but I don’t think CDNs are making any money from content distribution,” stressed Gilbert. Gilbert’s comments during a panel session echo similar ominous sentiments from last year’s Streaming Media East, where the notion of a wheezing CDN industry in Faultline’s event coverage drew backlash, no less from Dan Rayburn, who hasn’t even set foot at the conference for several years, which tells you all you need to know. This…

Rethink Energy
17th May 2023

Renewables orders this week

Nextracker now has a $2.6 billion order backlog for its trackers, up 90% year-on-year, reflecting the boom and recovery of the US utility-scale solar market. JA Solar will reach a production capacity of 40 GW Mono PERC and 36 GW n-type solar cells by the end of this year. Blueleaf and Sunasia are to develop a 610.5 MW floating solar plant in the Philippines at Laguna Lake, where the latter company has been operating a floating testbed since 2019. Verano Energy has acquired a 296 MW solar portfolio in Colombia, which will be commissioned from 2024 to 2026. Savannah Energy has signedan MoU with the government of Niger regarding development of 200 MW of solar capacity, which would increase national…

Rethink Energy
17th May 2023

H2B2 takes SPAC deal to establish US presence and IRA money

Madrid, Spain’s H2B2 Electrolysis Technologies with operations in Spain, the US and Latin America, has gone public on Nasdaq using a SPAC, merging with the specially built RMG Acquisition Corp III. There have been a number of disastrous SPAC companies launched during lockdown because it was easier to go public with less regulation, divulging less information. SPACs have attracted the attention of short sellers, who try to drive down the price of stocks for profit; as well as legal actions over a lack of consultation about which target firms they have bought. EV and Fuel Cell truck maker Nikola saw is valuation plummet from $20 billion to around $500 million today over a short sellers report that led to its…

Rethink Energy
17th May 2023

The $850bn Green H2 game everybody wants to play – 2050 forecast

There are still some hydrogen doubters out there, but the emergence of a global hydrogen marketplace of about 6 times the current market size, is pretty much now inevitable. Rethink predicts that in 2050 the green hydrogen market will be valued at $850 billion and the world will have installed over 5 TW of electrolysis capacity, feeding multiple industries from ammonia to shipping fuel to fertilizers, heavy duty trucking, aviation, steel making and both bio-fuel refining and methanol production. All this will be achieved with the help of around 650 GW of electrolyzer manufacturing capacity, built between now and 2050. By that time the electrolyzer market will have made cumulative sales of $2 trillion which will represent quite a return…

Wireless Watch
16th May 2023

Worth Noting – Deals, Launches and Products, in the wireless industry

Mavenir and i2i Systems have announced a business partnership, to target the Turkish market with Open RAN offerings. Mavenir software is being combined with i2i’s BSS and network software. UScellular has reported 100,000 FWA customers, calling it “wildly successful.” This comes against a backdrop of struggling cellular performance. Casa Systems and Inseego are providing CPE for the customers. Omantel and Telkomsel have joined the GSMA’s blockchain trials, as part of the organization’s eBusiness Network. The goal is to demonstrate the benefits of blockchain technologies for MNOs, but immense skepticism prevails. Amdocs is acquiring rival Teoco’s service assurance wing, for $90 million, having just posted Q1 revenues of $1.22 billion. This comes some nine months after Amdocs tried acquiring another service…

Wireless Watch
16th May 2023

Oppo offlines chip creation project, cites slow smartphone market

Chinese smartphone OEM Oppo has announced that it is shutting down its silicon design unit, due to a slowdown in smartphone sales. While more of a problem in the Chinese consumer market, only Apple appears to have escaped this fall in demand, and it is unclear when this bad weather will pass. The Zeku unit, which was set up in 2019, had achieved promising results. These were centered around its MariSilicon neural processing unit (NPU), which was intended to provide image recognition and analytics. The chip featured in the Oppo Find X phone, and Zeku unveiled an audio-focused Bluetooth chip in December 2022. Chinese OEMs have been pushed towards in-house semiconductor designs by the USA’s trade embargos and political pressure.…

Wireless Watch
16th May 2023

Africa joins TIP’s OpenWiFi party

The Telecom Infra Project (TIP) OpenWiFi platform has gained scattered traction around the world since its launch in May 2021. The latest is the first in Africa, Microsoft-backed ISP Mawingu, in collaboration with WiFi network company Think WiFi. This deployment is also the first of OpenWiFi to be funded by an ad-based sponsorship model, providing free access to subscribers in peri-urban settings, that is areas at the edge of towns and cities that are less densely populated than typical suburbia. OpenWiFi has been positioned for such localities where population density is sufficiently dense to make ubiquitous provision of WiFi access feasible as an alternative to cellular connectivity. Here the WiFi network has been built over Mawingu’s existing ISP infrastructure, using…

Wireless Watch
16th May 2023

Mavenir’s new backers to include Intel and Qualcomm

Late last week news service Telecom TV said it had confirmed that investors in virtual cloud software provider Mavenir, in its latest $100 million investment round, included both Qualcomm and Intel. You have to ask what’s in it for them in such an investment – sure it may simply just be a vote for Open RAN from their respective VC funds, but you must ask what each might have to directly gain from the relationship. The key is likely found in the past 40 years, during which “Open” has come to mean the opposite of proprietary, and is associated with cheap, rather than expensive. There is a playbook of cheats and cons to prevent any software marketplace from being entirely…

Wireless Watch
16th May 2023

Aviat acquires NEC Pasolink as microwave backhaul market consolidates

It is easy to assume that, in the age of accelerating fiber build-out, non-fiber backhaul technologies will be in decline. That is true of copper lines, but microwave backhaul remains a significant, and growing, part of the global mobile network and accounts for about two-thirds of the base. Even in 2027, 35% of the world’s installed base of backhaul links (excluding small cells) are likely to be microwave, according to Ericsson, and deployment of these technologies is growing at a steady CAGR of about 6% a year in capex terms (whether by MNOs or wholesale infracos), between 2021 and 2027 (GSMA). However, that 6% is dwarfed by the 45% CAGR expected growth in the number of public network cell sites…

Wireless Watch
16th May 2023

Neutral Host could be primary driver for private 5G networks

The neutral host model is poised to emerge as a primary driver of private 5G, rather than just a spin off benefit for operators and enterprises. Several factors are conspiring here, one being the availability of suitable mid band spectrum such as the CBRS band in the US, and another increasing deployment of private 5G for other use cases such as control of UAVs in factories. There are also signs of increasing interest from enterprises to help justify deployment of private 5G or LTE in the first place, and derive extra revenue afterwards. For operators, neutral host promises to solve indoor connectivity problems exacerbated by modern building materials such as energy efficient windows. After all, 80% of mobile calls originate…

Wireless Watch
16th May 2023

T-Mobile USA and towers sale mask challenges ahead for Deutsche Telekom

Deutsche Telekom has been one of the most stable of the major European telcos in recent years. Its debt mountain, while large, has been more manageable than that of peers such as TIM and Telefónica and by contrast with Vodafone’s albatross venture in India, it has been buoyed by the recent success of its US holding, T-Mobile USA. Its first quarter results, announced last week, were happy reading for shareholders, with a rise in profit and in full-year guidance, boosted by TMO and the sale of a share in DT’s towers operation. However, underneath solid figures there are warning signs of challenges ahead. Like all the European leaders, DT faces rising capex bills to support 5G and fiber expansion, and…

Faultline
11th May 2023

OTT Video News, Deals, Launches and Products

Five years ago this week… Comcast made an all-cash bid to buy 21st Century Fox, showing its desperation to prevent Disney from becoming a Netflix-esque streaming superpower, even though Comcast had already accepted the latter’s offer. The proposed purchase was seen as certain to plunge Comcast into an alarming amount of debt, with the giant recruiting investment banks to fund the $60 billion offer. Despite Comcast’s attempts for IP, it was unable to prize 21st Century Fox from Disney, instead settling for the acquisition of Sky later that year.  —   Disney+ saw its global subscriber base shrink by 4 million users in Q1 2023, totaling 157.8 million. This was driven by an exodus in India, where 4.6 million users…