The G2 on 5G Podcast – 2023 Wrap Up – Satcom, FWA, Open RAN, Ericsson and Nokia, AI and 5G and 6G
The 6G Podcast by Moor Insights & Strategy · Anshel Sag and Mike Dano
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Show Notes
In this 174th episode of The G2 on 5G, we cover:
1. The SatCom space race heats up - can we call a winner?
· Verizon and Kuiper
· T-Mobile and SpaceX
· AT&T and AST SpaceMobile
· Rogers and Lynk
· Amazon Project Kuiper, Sateliot and others
2. Fixed Wireless - The true first killer app for 5G, how much runway is left?
· Verizon and T-Mobile keeping speeds high
· A plethora of operators are rolling it out globally
· Jio’s plan to address 200M users
3. Open RAN - boom or bust?
· Rakuten Symphony
· NTT DoCoMo OREX
· AT&T and Ericsson
4. What’s going on with Ericsson and Nokia? Are we seeing a transition of spending away from the RAN and toward the core for Standalone?
· Both companies have missed on earnings almost every quarter this year; Ericsson’s AT&T deal was the first meaningful jump in the stock’s price in a long time.
· Both are $26 billion revenue companies with $20 billion market caps
· What might reverse these companies’ fortunes?
· What about Samsung?
5. Did AI move the needle within telecom and 5G?
· AT&T and NVIDIA
· Broader improvement opportunities in security and resilience
6. Should we start thinking about 6G now or wait for 5G to shake out?
· The research cycle is usually ten years
· What exactly makes 6G so different from 5G at this point?