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Wireless Watch
15th November 2022

FCC formally recognizes arrival of satellite into the telecoms mainstream

The USA’s  telecoms regulator, the Federal Communications Commission (FCC), last week announced plans to split its International Bureau into two new divisions, the Space Bureau and the Office of International Affairs. This recognized the growing importance of satellite services within mainstream telecoms. Space affairs had previously been handled within its own sub-division of its International Bureau. FCC chair Jessica Rosenworcel made the announcement on November 3, citing the explosive growth of the satellite industry, and resulting workloads, exemplified by operating licence applications for an additional 64 000 satellites over the past two years. Rosenworcel also emphasizedthe need to streamline resource allocation to fulfill “statutory obligations and better support the satellite industry. More broadly, the creation of the Space Bureau signals…

Wireless Watch
15th November 2022

Open networks are not (yet) pots of gold for Rakuten and Dish

The greenfield Open RAN operators, notably Rakuten Mobile of Japan and the USA’s Dish Network, are fascinating for their at-scale deployment of architectures that, for most established operators, are futuristic or out of reach. But the commercial results of investing in a radically new mobile network are less impressive to the older MNOs, as Rakuten Mobile continues to drag down financial performance at its parent group, and both firms announce new spending that somewhat shadows their aggressive claims to have achieved dramatically new capex levels for deploying 5G RAN. In the third quarter of 2022, Rakuten Mobile dragged down operating income for its parent group –  a giant in ecommerce, cloud content and digital services. The group blamed ongoing investments…

Wireless Watch
15th November 2022

Voice O&M challenges and MEC integration dominate 5G Core Summit

Casual observers might have been surprised by the prominence given to voice at the recent 5G Core Summit in Bangkok, hosted by Huawei and Informa Tech. After all, voice has long been relegated in favor of asynchronous communications such as texting, email and social media and many consumers almost actively avoid it when they can, except for more intimate communications at one level or participation in business conferences on platforms such as Zoom and Teams on the other. Yet in 5G, voice is now pulling some of these threads back together as new interactive and immersive features come into play, Huawei contends. At the Summit, the role of what Huawei has christened ‘5.5G Core’, as an enabler of enhanced voice…

Wireless Watch
15th November 2022

Airtel prepares ground for private 5G over millimeter wave in India

While India’s public 5G infrastructure roll-out accelerates there is great interest also in the contest behind the scenes for private 5G customers, seen as more likely to generate significant revenues for operators and other technology players in the immediate term at least. The two largest operators, Reliance Jio and Bharti Airtel, have been jockeying for position, but as in some other countries – such as Germany especially – a number of major enterprises are determined to obtain their own spectrum and bypass the operators. In India there is also one provider, Adani Data Networks, that came in through the back door during the summer’s 5G spectrum auctions. The subsidiary of Adani Enterprises acquired 20-year rights to 400 MHz of spectrum…

Wireless Watch
15th November 2022

Vendors and operators cross new milestones in mmWave range

Many large vendors, start-ups and operators have been working on addressing the key challenge of using millimeter wave spectrum, above 20 GHz, for 5G connectivity – the short range that is achievable in these high frequencies using standard and affordable technologies. One breakthrough was announced last week by Samsung, which reached 1.75Gbps downlink and 61.5Mbps uplink over a 10-kilometer millimeter wave connection, in a trial with Australian wholesale fiber operator nbn. The vendor noted this demonstrates the expanded reach possible at such high frequencies when there is line of sight, with potential for widespread broadband coverage in rural areas of suitable terrain. Samsung used eight component carriers (8CC) to aggregate 800 MHz of mmWave spectrum. Ray Owen, CTO at nbn,…

Faultline
10th November 2022

OTT Video News, Deals, Launches and Products

Five years ago this week… Altice announced a multi-year mobile virtual network operator (MVNO) deal with Sprint to sell its mobile services on the latter’s wireless carrier network. Faultline could not help but see this as a missed opportunity to access top quality mobile network infrastructure and a successfully disruptive company ethos at T-Mobile, which would have offered Sprint a far better shot at chasing down AT&T and Verizon. Naturally, Sprint took our advice just a few months later, announcing a merger with T-Mobile in April 2018. —   Netflix has selected a company called Motion Spell as the exclusive commercial licensor of the open source framework called GPAC (Graphics Project on Advanced Content) – providing a modular multimedia framework…

Faultline
10th November 2022

RIST dreams of mainstream with Source Adaptation feature

The Reliable Internet Stream Transport (RIST) protocol has received the first of what promises to be a slew of feature updates to further improve reliability. It is a timely reminder of the flexibility of RIST over the more widely adopted SRT (Secure Reliable Transport) for delivery of live video over IP, with SRT limited by its core set of libraries. The RIST Forum hopes the specification updates will springboard the protocol into more mainstream adoption, outside of its current loyal user camps in professional media workflows from news and sports contribution, remote production, affiliate distribution and primary distribution. Called Source Adaptation, the latest enhancement to RIST specifications is designed to react to a situation where packet loss recovery – one…

Faultline
10th November 2022

Brightcove’s “producer economy” speech is cringey but clear-cut

“Every company, regardless of industry vertical, needs to think and act like a media company to survive the next wave of internet revolution” – reads the ever-familiar marketing bait of any company selling media tools and services. While the advice is not untrue, not every vendor of media services is practicing what they preach. One vendor recently expounding these very words to Faultline is US video platform provider Brightcove, which is on a mission to build on what it coins the “producer economy” concept – a natural evolution from the content creator economy spawned by the social media generation. Hosting its own 32-episode TV series this week called Play, available to live stream for free, Brightcove is leading by example.…

Faultline
10th November 2022

MPEG LA announces VVC royalty revisions, looks to tempt new blood

The MPEG Licensing Association (MPEG LA), which runs one of the two current patent pools for the VVC (H.266) codec, has announced tweaks to its licensing program, which it says are to bring the pool into conformity with market realities. It appears that the MPEG LA is climbing down from its position of VVC software royalties, and removing those royalties for companies that contribute their VVC patents to the pool. Because we do not know how many companies were on the hook for both the $8 million software-only cap and at least $22 million in hardware-based royalties, it is not really possible to gauge the scale of the shift. The first adjustment is a waiver of royalties for software products…

Faultline
10th November 2022

Why oh why can’t we leave the noisy neighbor example behind?

Why aren’t more video service providers using latency as a weapon – to slaughter the competition by investing in low latency streaming technologies and the marketing campaigns to boot? “The one customer I can talk about is actually a customer using low latency as a differentiator for their sports offering,” reveals Sassan Pejhan, VP of Emerging Technologies at Ateme, with an unexpected answer during Faultline’s latest panel session on the deliberately ambiguous subject of low latency streaming. It’s a big customer too, with Canal+ in France, which back in January launched a low latency service specifically for streaming F1, soccer, and rugby. “I admit there are not many like it, yet,” adds Pejhan. This spurs conversation about context, around whether…

Rethink Energy
9th November 2022

AES Indiana coal plant to shut early – but only if it can have gas

AES in Indiana has put out an integrated resource plan (IRP) where it openly defies all the rules of thumb in the current US energy landscape, by suggesting that if it chooses to refuel coal plants with gas, instead of installing more renewables, things will work out cheaper for its customers. That’s pretty unlikely. While we are not expecting fireworks from a slightly fossil fuel tolerant Indiana Utility Regulatory Commission when this is lined up for review in December, this type of decision is unlikely to be left to stand unchallenged, with perhaps someone reaching for the law courts to force a change of heart. At present IRPs are prepared every 3 years, and so there is no chance to…

Rethink Energy
9th November 2022

Hydro to join hands with wind, solar, hydrogen and storage after COP

One message that was somewhat muted coming from COP27 is the one about “unlocking the power of hydro from the International Hydropower Association (IHA). The press release went out early and so far few have picked it up. There is a simple reason for this – with the exception of China, few countries are showing any affinity for hydro development – for some like the USA, Canada and Brazil this is because many of those countries’ rivers have already been dammed and generate a decent amount of electricity – but also because throughout the time that hydro was most active long memories tell of “disasters” to water supplies, fish spawning grounds and communities that were simply in the way. Few…

Rethink Energy
9th November 2022

LONGi launches HPBC-type module for distributed market

Last week LONGi, launched its new solar module product, Hi-MO 6, which uses Hybrid Passivated Back Contact (HPBC) technology, and is geared towards the distributed solar market segment. It’s only now with this product announcement, using HPBC, that LONGi’s post-PERC technology route takes shape. Already by now the rest of the industry had largely announced plans to move onto TOPCon and heterojunction, with around 210 GW and 150 GW of manufacturing expansion efforts announced respectively. So those are the two main next steps beyond Mono PERC, whose efficiency has been ratcheted up to levels very close to its theoretical limit of 24.5%. LONGi is the largest solar manufacturer, with $12.5 billion revenue in 2021, and 50%+ revenue growth so far…

Wireless Watch
8th November 2022

Round-up of highlights from the week’s news

Dish revenue falls and it seeks $2bn more for network build Dish Network, the fourth national mobile operator in the USA, which is still building out its mobile network, has reported a year-on-year drop in overall revenues and net income for Q3 2022. Its revenues, mainly from its core business in satellite pay-TV, fell  from 4.45bn to $4.10bn while net income was down from $557m to $412m. The operator also announced it was seeking an extra $2bn for ongoing 5G infrastructure construction despite its many boasts, in recent years, about its highly capex-efficient approach based on Open RAN. The company currently has over 10,000 base stations reaching at least 35% of the USA population and is adding around 1,000 towers per…

Wireless Watch
8th November 2022

US towercos expand their edge computing activities in new sites race

In recent years, Crown Castle has been the most aggressive of the three major US towercos about expanding its business beyond macro towers and rooftops and into small cells, fiber xHaul and edge computing – all of which will, together, be increasingly important to enable new dense and virtualized 5G RAN and core architectures. Its major rivals, American Tower and SBA Communications, were more cautious, focusing on expansion through new geographies, but they too have recently focused on the potential to add data center and small cell infrastructure to their neutral host portfolios. During SBA’s third quarter earnings call last week, executives were heavily focused on the temporary boom that is coming from AT&T’s and Verizon’s rapid build-outs of their…

Wireless Watch
8th November 2022

New US sanctions on China add to Qualcomm’s woes, despite record Q4

It is a chilly climate for chip manufacturers, even those in high-growth, strategic areas such as 5G devices or infrastructure. The global economic crisis and ongoing supply chain disruptions are creating challenging business conditions, and these are worsened by the geopolitical tensions between the USA and China, and their allies. For Qualcomm, the pressures are piling up. It did, nonetheless, report 22% year-on-year revenue growth for its fiscal fourth quarter of 2022, but it was downbeat in its future guidance. There was some short-term joy in its assurance that it would continue to supply the bulk of the iPhone’s modems in 2023, despite Apple’s efforts to wean itself off Qualcomm chips. But that leaves the cloud of potential loss of…

Wireless Watch
8th November 2022

BT expands its activities in industrial and agricultural cellular services

British Telecom (BT) last week announced its participation in the UK government-led Robotics Highways programme, which aim to provide a robotics platform and management system for its stakeholders. Robotics Highways is a research and development project which seeks to develop use cases for IoT devices and robotics for agriculture. Funded through Innovate-UK, the project is led by Saga Robotics and counts the Universities of Lincoln and Reading, the Manufacturing Technology Centre, two soft-fruit agriculture businesses, and BT as its partners. Saga Robotics is a spin-out from the Norwegian University of Life Sciences, which had explored, and developed, use cases for robotics in agriculture. These efforts culminated in Thorvald, a modular robotics platform, which can be readily customized to support different…

Wireless Watch
8th November 2022

Vodafone, Nokia and BMW trial indoor 5G positioning in smart factory

Vodafone Germany recently announced a collaboration with BMW and Nokia to trial a new 5G indoor positioning system at BMW’s Leipzig smart factory. The system is to be deployed over an area measuring 4500 square meters, mainly in the assembly hall and the logistics centre. The vision is for machines, tools, cars, and spare parts to be constantly tracked to high centimeteraccuracy to optimize processes and improve security. Until now, a number of different positioning systems were in use across the factory, mainly Bluetooth Low Energy (BLE), WiFi, io-frequency identification (RFID) and iBeacon. While the precision for those systems in this particular factory was not revealed by BMW or Vodafone, a 2019 report places BLE tech in the 1-2 meter…

Faultline
3rd November 2022

Comcast distracts from record churn with M&A rumors, licensing wins

Comcast lost another 561,000 video subscribers in Q3 2022. With a footprint today of 16.6 million, the year-to-date damage to Comcast’s pay TV business has amassed to almost 2 million fewer viewers. This a record quarterly churn rate for Comcast’s video business, and the operator has now churned out over half a million subscribers for all three quarters of 2022. There are favorable odds on Q4 setting a new record for pay TV exits. However, Comcast likes distractions, and so gazes were drawn away from its domestic turmoil to Europe, where the operator is reportedly considering a sale of Sky Deutschland. The M&A rumors, circulated first by Bloomberg, come as Sky filed a 14.7% revenue slump to $4.2 billion for…

Faultline
3rd November 2022

MuxIP picks pockets of Amagi, as product mess turns palatable

The problem with trying to do too much too young is that you will often struggle to convey to your target audience what exactly it is you are selling. This is a common occupational hazard for Faultline before speaking to technology start-ups for the first time, and by the same token is also an occupational hazard for thick-skinned founders vying to solve the shortcomings of previous employers. Four years ago, Tom Link founded US ad tech outfit MuxIP, following years of frustration building monolithic software siloes at Oracle which lacked transparency. MuxIP’s pitch is to take broadcast streams OTT by spinning up FAST (free ad-supported streaming TV) channels faster and cheaper than rivals, with superior monetization skills. The MuxIP CEO…