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Wireless Watch
24th May 2022

India will have a homegrown 6G platform by 2030, claims PM Modi

Indian prime minister Narendra Modi claims the country will have developed its own 6G platform and will start to deploy it by 2030. That would put India in the first wave of expected launches of 6G networks. Although standardization work has not begun, there is a general expectation that there will be three 5G-Advanced standards releases (starting with Release 18 in 2024) and that the first 6G release might be in 2027 or 2028. All that supposes that the industry does indeed support another ‘G’ and that it will be devised based on conventional standards processes, despite the rising influence of open source and cloud software initiatives in mobile networks, and the increasing participation of industry groups from beyond mobile…

Wireless Watch
24th May 2022

Nokia targets SaaS offerings at energy efficiency in smart home

Nokia has launched two new software-as-a-service (SaaS) offerings targeted at improving energy efficiency in the network and in the home. The latter could pave the way for operators to start offering smart home-as-a-service (SHaaS) features focused on cutting energy bills – a rather timely venture, given soaring fuel costs. The more straightforward of the two new offerings is Nokia Analytics Virtualization and Automation (AVA) for Energy. The system monitors a multivendor network environment, and then makes load balancing adjustments when traffic levels are low, turning base stations off or down, and waking them up again in the optimal fashion. Nokia claims this can provide two to five times improvement in energy efficiency, thanks to its AI-based system, compared to a…

Wireless Watch
24th May 2022

Picocom and CommAgility broaden the Open RAN small cell ecosystem

As we have often noted, Open RAN will gain commercial scale first in small cells, particularly for enterprise and private networks, as well as in rural extension. It will not only be less risky to introduce brand new technologies and vendors to an enterprise network than a public macro RAN, but there is already a broader ecosystem in place around small cells. We can expect a stream of innovations from this ecosystem as commercial roll-outs begin this year, and two caught our eye last week, from chip provider Picocom and distributed unit (DU) developer CommAgility. Picocom has been developing a system-on-chip, PC802, for Open RAN small cells and unveiled its commercial offering at the end of last year. Now it…

Wireless Watch
24th May 2022

Rakuten to replace Red Hat with Robin.io as it ups the ante in cloud-native

Rakuten Mobile has a very different approach to vendor relationships, compared to most established operators. For one thing, its greenfield nature and cloud-native platform have enabled it to adopt a truly multivendor approach, although its long list of suppliers has been assembled at the cost of huge inhouse engineering efforts. And also, having set up Rakuten Symphony to commercialize its open networking platform and services with other operators, the company will choose its partners with that wider business in mind. If Symphony succeeds, it will be a far more important revenue generator for the Rakuten group than its Japanese MNO, which has to compete in one of the world’s most advanced but saturated mobile markets. The choice of partners for…

Wireless Watch
24th May 2022

Airspan documents impact of semiconductor shortage on Open RAN

The impact of global component shortages, especially semiconductors, on the telecoms industry has been well documented, affecting service roll-outs, availability of devices, and prices across the board. Now Airspan Networks has outlined how the shortages have struck its sector of Open RAN, after reporting Q1 2022 revenues of $37.6m, a whisker below analyst expectations but 18% down year-on-year and 25% below the total for the previous quarter. This implies not just that the supply chain crunch has had an impact on a company that had been growing quickly, but that this is still intensifying. Open RAN vendors are no more exposed than others to the supply chain problems, but the situation is particularly frustrating for a nascent sector enjoying strong…

Wireless Watch
24th May 2022

AT&T and T-Mobile come closer together on Open RAN strategies

We have noted before that the USA’s major operators have their own approach to Open RAN, quite different from that of other major MNOs – and indeed, they differ from one another in their attitudes to the emerging platform. However, while AT&T has been seen as a cheerleader for Open RAN, and T-Mobile USA as a skeptic, in fact both operators have notably similar strategies now that the technology is approaching commercialization. Their rhetoric may be different, but both are interested in Open RAN, but very cautious about timescales to deploy it in the urban macro network, or to introduce new suppliers to the 5G RAN. AT&T, which contributed significant seed code to what became the O-RAN Alliance, is really…

Wireless Watch
24th May 2022

Convergence looks attractive as OpenSignal identifies 5G gains over WiFi

The leap in performance of 5G has led to gamers and users of more demanding applications increasingly opting for cellular rather than WiFi connectivity, reversing the normal pattern in the 4G era. While hard data about this trend is still elusive, the latest survey from London-based mobile analytics firm Opensignal indicates that users are now becoming well aware that 5G, where available, is now often significantly better than public WiFi for both throughput and latency, the two critical parameters for gaming in particular. While earlier surveys had already confirmed that 5G running in millimeter wave spectrum was well ahead of WiFi data rates, even when the latter’s latest 6E version was deployed, the new Opensignal data is notable in finding…

Wireless Watch
24th May 2022

It’s time to stretch 5G capabilities to the limit, with edge compute to help

Special Report: Stretching 5G   In 2022, 5G is starting to enter the ‘interesting phase’. There are now many relatively large-scale, commercial 5G networks in operation and we are starting to learn some of the real world lessons about the technology’s performance, quality of service and relationship to other forms of connectivity. Some of these are highlighted in a new study by OpenSignal (see below). But most of the networks are still based on 5G NR Non-Standalone, which uses the 4G packet core, and they are almost entirely focused on traditional user bases and use cases – basically ‘4G-plus’ mobile broadband. The interesting phase of 5G will come when its capabilities are harnessed in earnest for non-broadband use cases, especially…

Faultline
19th May 2022

Xilinx distances FPGAs for Meta-backed project

Even before it was acquired by AMD in a $49 billion deal earlier this year, Xilinx had proclaimed that it was “no longer an FPGA company”. Not only did it have other product lines, notably in RF, but it had developed a flexible architecture that took in different kinds of chips, alongside the field programmable gate arrays (FPGAs) it had pioneered. Now part of a larger company that made its fortune in central processors (CPUs), Xilinx has an even more multi-faceted story for its markets, including one of its key targets, 5G infrastructure. Last week, it unveiled its latest radio chip, the Zynq UltraScale+, which takes it several steps away from an FPGA-only platform. This is an RF system-on-chip (RFSoC)…

Faultline
19th May 2022

Nokia’s sassy smart home play teases 150m device bargaining chip

Faultline’s energy interest was piqued this week by Nokia’s launch of two new SaaS products, aimed at improving energy efficiency in the network and in the home. The former is a bit run of the mill, but the latter sounds like it paves the way for operators to start offering Smart Home as a Service (SHaaS) features focused on cutting energy bills – a rather timely venture, given soaring energy bills. The more straightforward of the two new offerings is Nokia Analytics Virtualization and Automation (AVA) for Energy SaaS. The system monitors a multi-vendor network environment, and then makes load balancing adjustments when traffic has fallen – putting things to sleep and waking them up in the optimal fashion. Nokia…

Faultline
19th May 2022

Vizio’s Q1 masterclass in monetizing audiences – too good to last?

Although facing declining hardware sales, connected TV heavyweight Vizio has delivered a Q1 2022 results sheet that matches the grand promises of its ad tech capabilities. Revenues from in-platform advertising and licensing audience data are increasing sharply, drumming home the importance of monetizing captive audiences. First, the good news – Vizio’s Platform+ segment is up 97% YoY to $102.6 million for the first quarter of this year. This would give the segment a minimum annual run rate of $410.4 million, marking a 33% increase on Platform+’s 2021 earnings. Within Platform+, advertising revenue is up 116% to $75.9 million. This figure accounts for Vizio’s advertising capabilities across its WatchFree+ FAST (free ad-supported streaming TV) service and select AVoD partners, as well…

Faultline
19th May 2022

Web3 start-ups claim gains in compute, storage – barely an NFT in sight

Faultline has finally got eyes on a recording of the recent Web3 Index quarterly press call, featuring presentations from five web3 protocol start-ups within the expanding decentralized ecosystem. Collectively, the thrust is that the monetization opportunities associated with decentralized infrastructure and blockchain-backed business models are not exclusive to peddling non-fungible tokens (NFTs) and decentralized finance (DeFi) applications – with demand rising across web3’s three core pillars of compute, bandwidth, and storage. Here, we’ll walk you through each individual presentation, from the founders of Livepeer, Storj, Akash Network, Pocket Network, and Helium Foundation. Opening words from Adam Soffer, founder of event organizer The Web3 Index, spoke of the need to empower developers to build the next-generation of decentralized consumer applications. “Think…

Faultline
19th May 2022

Netflix live project hinges on bridging big screen interactivity gap

Without live sports, Netflix’s rumored foray into live streaming will be a damp squib. Innovating around engaging features might give Netflix an edge when it comes to wading late into the live sandbox, but with the streaming platform’s lean-back and chill reputation, will anyone take notice? As reports stand, courtesy of a Deadline exclusive out this week, Netflix is betting on live entertainment of the talent show variety to spearhead another diversification venture, following the streaming company’s recent U-turn on advertising. What will be critical to anything Netflix does with live streaming is audience interactivity. Initial plans on the table of the small internal team working on live streaming include allowing viewers to vote on dance shows, for example. Deadline…

Rethink Energy
19th May 2022

The world of renewables this week

Saudi Aramco is now – regrettably – the world’s most valuable company, having overtaken Apple in market cap this week. The company reported an 82% surge in quarterly profits, posting a net income of $39.5 billion – its highest since it listed publicly in 2019. Aramco identifies the result as a combination of improved refining margins through Covid-19, and the currently elevated price of oil, which is currently trading at around $110 per barrel – up over 60% from this time last year. Unlike many of its fossil fuel peers, Aramco has no plans to shift away from oil. Having increased total production to 13 million barrels per day over the past three months – up from 12.3 million in…

Rethink Energy
19th May 2022

Renewables orders this week

British power generator Drax has applied to build a new £500 million pumped storage hydro power station at its existing Cruachan hydro plant in Scotland, UK. The 600 MW project should be approved within the year, with its underground construction beginning in 2024 at completed by 2030.   BP has announced plans to develop a 500 MW electrolysis plant to decarbonize its oil refining at a facility in Rotterdam in the Netherlands. The move comes as the company confirms that it will bid for the 1.4 GW Hollandse Kust West offshore wind development zones, which would likely provide power to the proposed green hydrogen production project. Renexia has commissioned its 30 MW Beleolico offshore wind project in Italy, which features…

Rethink Energy
19th May 2022

Hydrogen likely victor in UK’s hydrogen vs electric truck probe

The UK government has launched a £200 million investigation into the future of its road freight. Over a three-year period, it will look to understand economic advantages of both hydrogen and electric trucks, as well as the infrastructure required to decarbonize a sector that is responsible for around 5% of the country’s total carbon emissions. Starting later this year, the program will run over three years, supporting the UK government’s ambitions of ensuring that all new heavy goods vehicles (HGVs) sold in the UK run with zero emissions by 2040. With an average truck having a lifespan of just under seven years, it would also be a significant contributor to the country’s plans of reaching a nationwide net zero emissions…

Rethink Energy
19th May 2022

California proposes 5 GW “Reliability Reserve”

California’s Governor Gavin Newsom’s revised budget draft for 2022 to 2023 includes added spending of $1.75 billion for clean cars and charging infrastructure, $1.5 billion for electric school buses, $1 billion for domestic solar-plus-storage, and most noteworthily, $5.2 billion for a 5 GW “strategic electricity reliability reserve”. The new draft states at the start of its energy section “Climate change is causing unprecedented stress on California’s energy system—driving high demand and constraining supply. Extreme weather events from climate change—including heat waves, wildfires, and the impact of drought on hydropower capacity, combined with other factors such as supply-chain disruptions—are jeopardizing California’s ability to build out the electric infrastructure in the time frame and at the scale needed.” The most severe supply…

Rethink Energy
19th May 2022

Tindo Solar among those looking to benefit from AD/CVD measure

Last week we spoke to Shayne Jaenisch, CEO of Tindo Solar, the only solar panel manufacturer in Australia. Despite being a “lone warrior” in the Chinese era of solar, Tindo appears to be doing well enough as it’s switching from a production line of 65 MW to 150 MW, and Jaenisch claims that the company has been able to eat the rising cell costs of the past 12 months without having to raise the price of its panels. The multiple 15% cost increases from battery suppliers are a serious concern, as well as inverter supply issues stemming from the global chip shortage. Tindo sold its first panels in 2011, not long after BP solar closed its cell and module factory,…

Rethink Energy
19th May 2022

Thin-film hydrogen storage at scale from Plasma Kinetics

We interviewed a truly original company this week called Plasma Kinetics, run by a husband and wife team, Paul and Stacey Smith, which claims to have developed a unique method for bonding hydrogen both for storage and release within applications, by adsorption onto a Magnesium hydride thin film layer. The idea is not new, and if you look at a variety of published papers on the internet you can see that this has been a topic of fierce debate for well over a decade, with the stumbling blocks usually being the huge amount of energy required to release hydrogen from such an adsorption layer. This is a company founded in 2008, that has had a variety of difficulties bring the…

Rethink Energy
19th May 2022

Alternative chemistry batteries come alive with real GW class deals

US renewables developer Pine Gate has cut two deals this week with two different forms of energy storage – both chemical replacements for lithium ion batteries – each with different advantages – proving that developers everywhere are now on the search for alternative chemistries. This is the firing gun to a landgrab for alternative chemistries to lithium for multiple reasons – the most important of which is the huge accelerating scale of the electric vehicle industry, making it likely to leave grid energy storage as an after-thought – and the other reasons being technical such as repeated thermal runaway problems with lithium. The two breakthrough orders are four and five year agreements, one with EnerVenue, for 2.4 GWh for its…