OneWeb and NOW Corp sign MoU to boost connectivity for critical infrastructure in the Philippines

OneWeb, the low Earth orbit (LEO) satellite communications company, and NOW Corporation, a publicly listed firm in the Philippine Stock Exchange with investments in telecom, media, and technology, announce they have signed a Memorandum of Understanding (MoU) to bring high-speed, low-latency broadband connectivity to the Philippines.  As an archipelago of more than 7,500 islands, the Philippines lends itself well to satellite connectivity. Partnering with OneWeb will augment Now’s terrestrial coverage, and give it the ability to offer connectivity services to the aviation and maritime industries, and provide backup connectivity for mission critical communications.

Now Corp’s Now Telecom unit already offers cellular fixed-wireless access (FWA) services to enterprises and SMEs across the Philippines under the Fiber Air brand. It is also in the middle of building out a 5G standalone (SA) network in partnership with Nokia and Cisco – and with a little help in the form of a grant from the US Trade and Development Agency (USTDA) – in a bid to take on Smart, Globe and Dito in the Philippines retail mobile market.

The partnership combines the innovative satellite technology of OneWeb with NOW Corp’s existing broadband service and strong local presence especially in the enterprise market. OneWeb’s LEO satellites will provide seamless connectivity, enabling NOW to offer a wide range of enhanced broadband services to sectors including government, aviation, maritime, military, energy, healthcare and banking. With an eye toward serving such critical infrastructure, NOW will work closely with OneWeb in order to deliver stable, high-speed, low latency broadband connectivity with committed information rates (CIR).

Under this MoU, OneWeb will bring to enterprise, government, and other customers in the Philippines the connectivity solutions it offers in a swiftly growing number of markets. With its constellation of LEO satellites now fully built out, OneWeb is set to complete its rollout of global coverage this year. By tapping into the power of this global network, NOW will be able to extend services into hard-to-reach areas and enhance the speed, latency, and resiliency of its existing offerings.

Source: OneWeb

Neil Masterson, CEO of OneWeb
, commented: “This is an exciting partnership that is set to bring transformational connectivity to people, businesses, and government bodies throughout the Philippines. We are thrilled to count NOW as a partner and ally in our push to bring true global connectivity. NOW has done tremendous work toward getting the people of the Philippines online, and we’re honored to have the opportunity to enhance and build upon this work with an LEO connectivity solution that is fast, secure and reliable across vast distances, seas and rugged terrain.”

Mel Velarde, Chairman of NOW Corporation, said, “The integration of multi-orbit satellites provides a surprisingly compelling customer experience in both fixed and mobile applications. Our alliance with OneWeb and with the support of the United States government to the NOW Group will provide a clean, secure, and SLA-based connectivity to critical infrastructures such as banks, hospitals, schools, mining sites, power plants, government, and all other entities under the country’s digital economy. NOW Telecom is perhaps the only franchised Philippine telecom company that includes a mandate to operate in the outer space, making us able to cover the whole archipelago.”

References:

https://oneweb.net/resources/oneweb-and-now-corp-boost-connectivity-critical-infrastructure-philippines

LEO operator Sateliot joins GSMA; global roaming agreements to extend NB-IoT coverage

Sateliot, a company operating a low-Earth orbit (LEO) nanosatellite constellation under the 3GPP/ITU-R NB- IoT standard (which is part of 5G), has joined the GSMA as a network operator member. This membership allows Sateliot to sign standard roaming agreements with any mobile network operator (MNO) and mobile virtual network operator (MVNO) that is also a member of the GSMA. Sateliot launched the first-ever 5G standard LEO satellite, named Sateliot_0 The GroundBreaker, this past April.

Source: Sateliot

According to Sateliot, The same unmodified NB-IoT cellular devices that are currently being used can now be deployed in remote areas as well, where there is a lack of terrestrial cellular infrastructure.

Sateliot’s LEO nanosatellite constellation is designed to provide coverage in areas where traditional terrestrial connectivity is limited or non-existent, such as remote locations, fields of crops, mountains, or oceans. The standard protocol will allow massive deployment of 5G IoT solutions without captivity risks or inflated prices.

Sateliot’s membership with GSMA demonstrates its commitment to democratizing access to NTN IoT, as the company is the first to sign standard roaming agreements with global MNOs and MVNOs. With this membership, Sateliot becomes the first LEO satellite operator to have standard roaming agreements with global MNOs and MVNOs.

Sateliot’s network is designed to provide coverage in areas where traditional terrestrial connectivity is limited or non-existent, such as remote locations, fields of crops, mountains or for instance oceans. The standard protocol will allow massive deployment of 5G IoT solutions without captivity risks or inflated prices.

“We are thrilled to have become a GSMA member,” said Jaume Sanpera, CEO of Sateliot. “This is a fantastic milestone we’ve accomplished, we are the first LEO satellite operators to have standard roaming agreements with global MNOS and MVNOS.”

Sateliot runs the constellation that will democratize access to NTN IoT, demonstrated first by being a major contributor to the 3GPP standard and now by joining GSMA as an operator.

The GSMA’s mission is to drive the growth and development of worldwide mobile communications and provide industry leadership and advocacy. With its membership, Sateliot is poised to become a leader in IoT connectivity, providing seamless global connectivity for 5G IoT devices and applications.“We are seeing significant developments in the area of satellite communications, and we warmly welcome Sateliot as a member of the GSMA. We look forward to having them join the GSMA’s Wholesale Agreements & Solutions Group to work collectively and gain from the benefits of our membership,” said Lara Dewar, Chief Marketing Officer, GSMA.

References:

https://sateliot.space/en/news-sateliot-space/sateliot-joins-the-gsma-and-signs-standard-roaming-agreements-with-global-telecom-operators/

Generative AI could put telecom jobs in jeopardy; compelling AI in telecom use cases

The loss of jobs due to AI forecasts are very grim.  IBM’s CEO Arvind Krishna this week announced a hiring freeze while speculating that 7,800 jobs could be replaced by AI in the next few years.  A new report from the World Economic Forum (WEF) states that AI will cause 14 million jobs to be lost by 2027. The organization’s Future of Jobs Report 2023 shows that 590 million jobs will not change, while 69 million will be created and 83 million positions will be lost.

Even more scary was Goldman Sachs issued a report in March predicting AI would “replace” 300 million jobs and citing the recent impact of generative AI.  Generative AI, able to create content indistinguishable from human work, is “a major advancement”, the report says.  However, those predictions don’t usually forecast let alone mention the new jobs that will be created in an AI prevalent world.

According to Light Reading’s Iain Morris, new types of AI like Hawk-Eye, ChatGPT, GitHub Copilot and other permutations threaten a jobs apocalypse.  The telecom sector looks extraordinarily exposed. For one thing, it’s stocked with people in sales, marketing and customer services, including high-street stores increasingly denuded of workers, like those coffee chains where you select your beverage on a giant touchscreen instead of telling somebody what you want. Chatbots have already replaced some roles. One very big (unnamed) network operator is known to be exploring the use of ChatGPT in customer services for added efficiency – a move that could turn thinned ranks anorexic.

The schema is that telco networks could feasibly be a self-operating, self-healing entity, stripped clean of people, run by an AI that’s probably been developed by Google or Microsoft even though it lives in facilities owned by the telco to keep GDPR watchdogs and other regulatory authorities on side. All those fault-monitoring, trouble-ticketing and other routine technical jobs have gone. If staff have been “freed up,” it’s not to do other jobs at the telco.

Opinion:  This author strongly disagrees as these new versions of AI have not proven themselves to be that effective in doing telecom network tasks.  Meanwhile, chat bots are somewhere between ineffective and totally dysfunctional so won’t replace live/real person chat or call centers till they improve.

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At big telcos tracked by Light Reading, collective headcount fell nearly 58,000 last year. Across AT&T, T-Mobile and Verizon, the big three of the U.S. mobile telecom market, around 45,000 jobs disappeared in 2022, more than 11% of the end-2021 total.

Source: Companies tracked by Light Reading

Outside the U.S., around 11,000 jobs were cut at Deutsche Telekom, Orange, Telecom Italia and Telefónica. That was a much smaller 2.5% of the earlier total, and yet more than 67,000 non-US jobs have been cut from the payrolls of these companies since 2018, a figure equal to 13.5% of headcount at the end of the previous year.

Much of this attrition has very little if anything to do with technology. Instead, it’s the result of more routine efficiency measures and the disposal of assets, including geographical units, infrastructure (such as towers) once but no longer deemed strategically important, and IT resources farmed out to the public cloud. This is a frightening thought for employees.

Morris asks, “If jobs were disappearing this fast before the arrival of ChatGPT, what does the future hold?”

AI Can Improve Telecom Industry without causing major job losses:

We think AI has the potential to improve various aspects of the telecommunication industry without causing major job losses.  For example,  Ericsson has reported that the implementation of AI-powered solutions in networks can lead to a 35 percent decrease in critical incidents and a 60 percent decrease in network performance problems. Additionally, energy costs can be reduced by 15 percent through the automation, making the network more environmentally sustainable.

AI can help telcos optimize their networks by automatically adjusting network settings and configurations to improve performance and reduce costs. AI algorithms can further be used to analyze vast amounts of data generated by telecommunication networks, providing valuable insights into network performance, and helping to identify and resolve issues in real-time. This can significantly improve network reliability and reduce downtime, ultimately leading to enhanced customer satisfaction.

Some of the other compelling AI use cases in telecom are:

  • Fraud detection and prevention: AI algorithms can play a crucial role by analyzing massive amounts of data to detect and prevent various forms of fraudulent activities in real time, such as SIM-swapping, unauthorized network access, fake profiles, and bill fraud.
  • Predictive maintenance: AI can analyze data from telecom equipment to predict when it will require maintenance—reducing downtime and costs associated with maintenance.
  • Personalized marketing: AI can analyze customer data to create targeted marketing campaigns—improving customer engagement and reducing the costs associated with marketing efforts. Using machine learning models to recommend products or services to customers based on their usage patterns and preferences.
  • Automated decision making: Using deep learning models to automate decisions such as network routing, dynamic pricing, and more.

References:

https://www.lightreading.com/aiautomation/after-hefty-cuts-ai-puts-thousands-more-telco-jobs-on-line/a/d-id/784674?

https://www.microsoft.com/en-us/industry/blog/telecommunications/2023/04/11/unlock-the-potential-of-ai-in-the-telecommunications-industry/

https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-ai-native-telco-radical-transformation-to-thrive-in-turbulent-times

Allied Market Research: Global AI in telecom market forecast to reach $38.8 by 2031 with CAGR of 41.4% (from 2022 to 2031)

The case for and against AI in telecommunications; record quarter for AI venture funding and M&A deals

Global AI in Telecommunication Market at CAGR ~ 40% through 2026 – 2027

SK Telecom inspects cell towers for safety using drones and AI

Cybersecurity threats in telecoms require protection of network infrastructure and availability

 

OTT players in India struggle in telco partnerships

Telecom partnerships, which generate 50-70% of overall revenues of OTT platforms [1.] in India, have failed to live up to expectations amid subscription pressure. As a result, many OTT services have adopted revenue sharing models, particularly for smaller platforms that struggle to attract viewership.  Payments are currently based on the number of views a specific content receives. In a competitive scenario with high customer acquisition costs, OTT platforms have to offer significant discounts to be available on telco aggregators, limiting their revenues.  Telcos are increasingly becoming resellers instead of using OTT bundles as acquisition tools.

Note 1.  An over-the-top (OTT) application is any application or service that provides a product over the Internet and bypasses traditional distribution. •Services that come over the top are most typically related to media and communication and are generally, if not always, lower in cost than the traditional method of delivery

“In case of a fixed upfront fee, irrespective of the number of subscriber additions annually, a certain amount is paid to the OTT, providing more stable monetization. With a revenue sharing arrangement, the amount keeps fluctuating depending on customer churn,” said Sourjya Mohanty, chief operating officer at IN10 Media Network’s OTT service, EPIC ON. He said the company takes a fixed fee for all its deals that helps in sizeable monetization and has stayed away from revenue sharing arrangements that aren’t stable. Eyeballs for OTT content may also depend on whether the aggregator is investing enough in marketing, he added.

Amit Dhanuka, EVP at Hollywood streaming service Lionsgate, noted that telcos and OTT complement each other and form a competitive offer for the consumer when combined with data. “Telcos want to monetize data and increase data consumption, where OTT plays an important role. For an OTT platform, an offer coupled with data forms a competitive offering for the consumer and helps drive subscriptions,” Dhanuka said. However, several media industry experts believe that the revenue figures generated from telco partnerships don’t justify the costs of customer acquisition. “65-70% of the customer base of a telco like Jio is on cheap, pre-paid plans that do not really offer compelling OTT bundles. Technically, tying up with a telco brings in reach and data on user behaviour at a time that costs of customer acquisition are very high but revenue figures are not that great,” said an anonymous senior media analyst.

Revenue sharing models have arisen as telcos seek to reduce minimum guarantee payments and restructure partnerships with smaller platforms that don’t generate significant viewership. “A SonyLIV would be making far more revenue than say, an aha with the same telco. Also, OTTs have to offer steep discounts as part of these deals, which could range between 50-70% of their Arpus (average revenue per user). They don’t have a choice at the moment; India is a price-sensitive market and the only alternative to high spends on customer acquisition is telco deals,” said a senior executive at a streaming platform.

Nonetheless, for OTTs, telcos remain an essential distribution medium, especially for those platforms without a strong standalone proposition, said Neeraj Sharma, MD, communications, media, and technology at Accenture India. Increasingly, telcos are becoming resellers instead of using OTT bundles as acquisition tools, Sharma said. However, a key challenge is the limited scope for differentiation as similar content is available across telcos.

References:

https://www.livemint.com/industry/media/telecom-partnerships-with-ott-platforms-fail-to-meet-expectations-amid-subscription-pressure-and-shift-to-revenue-sharing-models-11682963166819.html

https://www.itu.int/en/ITU-D/Regional-Presence/AsiaPacific/Documents/Events/2016/Jul-RR-ITP/OTT_Rony_Mamur_Bishry.pdf

India’s COAI joins 4 European telcos in demanding OTT players pay to use their networks

 

 

Safaricom Increases 5G Coverage to 21 Counties in Kenya; Partners with Huawei for 5G Centers in Nairobi

Safaricom, the leading telecommunications company in Kenya, has expanded its 5G coverage to 28 towns across 21 counties in the country. With this expansion, Safaricom’s customers in 5G-covered areas can enjoy faster internet connectivity on the move, in their homes and businesses.  Also, Safaricom has introduced 5G data bundles that offer personalized options based on usage to enable the over 400,000 customers using 5G smartphones to browse at ultra-fast speeds of 400 Mbps to 700 Mbps. These customers can get the personalized 5G bundles via Tunukiwa on MySafaricom App, Safaricom.com, and USSD *444# or *544#.  Additionally, home and enterprise customers in 5G zones can enjoy the network through 5G Wi-Fi. Customers can visit the website to check available 5G zones or get 5G Wi-Fi.

In a statement, Safaricom said, “As a digital lifestyle enabler, we are excited about a 5G future, which makes it possible to close the digital divide in underserved communities, provide access to critical services such as healthcare or spur economic growth by connecting small businesses to new opportunities. By increasing 5G coverage, we are enhancing Kenya’s best internet network and empowering our customers to start exploring the possibilities of 5G.”

Safaricom became the first service provider in Kenya to launch 5G in October 2022. Since then, its coverage has increased from 11 towns to 28 towns across 21 counties, including Nairobi, Kiambu, Mombasa, Kisumu, Uasin Gishu, Nakuru, Garissa, Kajiado, Kisii, Machakos, Kakamega, Kilifi, Siaya, Kericho, Kwale, Laikipia, Marsabit, Meru, Narok, Nyeri, and Vihiga Counties.  To help Kenyans experience how 5G can transform homes and businesses, Safaricom has partnered with Huawei to set up three 5G experience centers in Nairobi. These centers, located in Safaricom’s Village Market, The Hub and Buruburu Shops, contain virtual reality gaming zones, showcase smart capabilities for homes and enterprises, and speed-testing booths.

In March, Safaricom announced it had partnered with Huawei to unveil three 5G experiential centers across Nairobi, Kenya. The three 5G centers, located in Safaricom’s Village Market, The Hub and Buruburu Shops, will showcase the superfast speeds and cutting-edge devices that come with 5G connectivity.  5G customers will experience virtual reality gaming zones, showcases of smart-capabilities for homes and enterprises, and speed-testing booths.

“We are excited to unveil these experience centers, which will enable Kenyans to discover the power of 5G firsthand. As a digital lifestyle enabler, we are further enhancing Kenya’s best internet network, and empowering our customers to start exploring the limitless possibilities that 5G provides,” said Peter Ndegwa, CEO, Safaricom PLC.

“As a long-time partner with Safaricom, we are delighted to collaborate on these experience centres. They show how 5G can be transformative in connecting homes and small businesses to drive economic growth and social development, unlocking the digital economy,” said Sheng Kaifu, Deputy CEO, Huawei Kenya.Over the years, Safaricom has consistently invested in its network, with its 2G, 3G, 4G and 5G in aggregate covering 97% of Kenya’s population, while its fibre network has passed more than 450,000 homes and businesses.

 

References:

https://www.safaricom.co.ke/media-center-landing/press-releases/safaricom-increases-5g-coverage-to-21-counties

6th Digital China Summit: China to expand its 5G network; 6G R&D via the IMT-2030 (6G) Promotion Group

China will ratchet up resources to advance the construction of its 5G network, expand the application of 5G technology in various fields, and promote the research and development of 6G, officials and experts said at the 6th Digital China Summit, which ended on Friday in Fuzhou, Fujian province.

“China has built the world’s largest 5G network with the most advanced technologies. The number of the country’s 5G base stations had exceeded 2.64 million by the end of March this year,” said Zhao Ce, deputy head of the information and telecommunications development department at the Ministry of Industry and Information Technology.

Zhao said the ministry will make more efforts to bolster the building of the 5G network in an orderly manner and accelerate its industrial applications, push forward the R&D of 6G, and strengthen international exchange and communication in 5G-related technology, standards and application.  5G wireless technology has been used in 52 of the 97 major economic categories, with large-scale application expanded to mining, ports and electricity, he said. Moreover, China has already established the IMT-2030 (6G) Promotion Group, a flagship platform in China promoting 6G and international cooperation.

As 5G technology serves as a critical foundation supporting the development of artificial intelligence, big data and cloud computing, heightened efforts should be made to explore application scenarios of 5G and empower the transformation of traditional industries, said Zhang Wang, deputy head of the informatization development bureau of the Cyberspace Administration of China.

China has recently unveiled a plan for the overall layout of the country’s digital development, vowing to make important progress in the construction of a digital China by 2025, with effective interconnectivity in digital infrastructure, a significantly improved digital economy, and major breakthroughs achieved in digital technology innovation.

Cao Ming, president of the wireless product line at Huawei Technologies, said China is taking the lead in 5G development across the globe, and 5G is expected to play a bigger role in bolstering digitalization in a wide range of sectors covering intelligent connected vehicles and intelligent transportation.

A model of the Beidou Navigation Satellite System is exhibited at the 6th Digital China Summit in Fuzhou, Fujian province, on Thursday. [PHOTO/CHINA NEWS SERVICE]
“As the next-generation mobile communication technology, 6G integrates with telecommunication, perception, computation, artificial intelligence, big data and security,” said Cui Chunfeng, president of the future research institute at the China Mobile Research Institute, adding the research on 6G is still at a preliminary stage worldwide.
Although there is no universally accepted definition of 6G, the technology is predicted to provide faster speeds, lower latency and more bandwidth than 5G. The 6G network will realize the deep integration of physical and virtual worlds, and build a new world featuring the intelligent connection of everything, Cui said.
Noting new cybersecurity challenges have popped up with the rapid development and application of 5G technology, Qi Xiangdong, chairman of Chinese cybersecurity company Qi-Anxin Technology Group, said the company will strengthen cooperation with the country’s major telecom carriers to help them deal with growing cybersecurity risks.  Qi said China’s cybersecurity industry has maintained annual growth rate of 15 to 20 percent, while calling for efforts to increase investment in talent training and enhancing security awareness among netizens.
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6G is the upcoming sixth-generation cellular network technology that is currently in early development. One of the goals of 6G cellular technology is not just to deliver basic content faster to smartphones, like streaming video, but to create a cellular network capable of supporting real-time augmented reality, virtual reality, and a future Internet of Things (IoT) model where small smart devices are a ubiquitous presence in and outside of our homes.

When reading anything about 6G, especially the breathless and hype-laden announcements from telecommunications companies that emphasize how 6G will usher in the metaverse, a fusion of our physical and virtual lives, and so on, you should keep the “early” part of early development in mind.

Currently, there are no established 6G specifications or standards, let alone deployed 6G networks or devices. Even the most basic aspects of 6G development, like which specific frequencies the next generation cellular technology will rely on, are still being ironed out along with technical challenges like energy and heat dissipation demands of advanced 6G devices.

That said, we do have some idea what 6G will look like. Current cellular technology operates in the Megahertz (MHz) and the lower Gigahertz (GHz) frequency ranges. The portion of the radio spectrum under consideration and testing for 6G includes frequencies in the 30-300 Ghz range—also known as millimeter waves (mmWave) or Extremely High Frequency (EHF) radio—and the Terahertz (THz) frequency up to 3000 Ghz. The use of these frequencies will allow for data transmission well beyond the bandwidth capacity of current cellular technology.

In December of 2022, Qualcomm released a 6G development plan with 2030 as a projected rollout date for 6G tech. Ericsson’s 6G messaging echoes the early 2030s timeframe too, as do various interviews with telecom executives.

5G was first introduced in 2019. Four years later, there are still millions of cellular subscribers using 4G, and 5G is yet to have a fully realized coast-to-coast rollout. GSMA’s authoritative 2023 Mobile Economy report, for instance, indicates North American adoption rate of 5G is only 39%, with more than half of cellular subscribers still using 4G. By their projections, the North American 5G adoption rate will be 91% by 2030, meaning by the time 6G potentially arrives, there will still be 4G subscribers out there.

Given the current development timelines, you should expect a delivery arc similar to the 5G rollout. If you live in a major metropolitan area, there is a good chance you’ll be covered by early 6G networks around 2030. If you’re not in a major metropolitan area, it’s likely you’ll be waiting well into the 2030s for the 6G rollout.
So if we step away from the hype and look at the matter practically, it’s likely only a small percentage of people will be using 6G-based networks by 2030. But the bulk of North American subscribers, and certainly the majority of global subscribers, will still be on 5G networks.

References:

 

LightCounting: Sales of Optical Transceivers will decline in 2023

The optical communications industry entered 2020 with very strong momentum. Demand for DWDM, Ethernet, and wireless fronthaul connectivity surged at the end of 2019, and major shifts to work-at-home and school-at-home in 2020 and 2021 due to the COVID-19 pandemic created even stronger demand for faster, more ubiquitous, higher reliability networks. While supply chain disruptions continued, the industry was able to largely overcome them, and the market for optical components and modules saw strong growth in 2020-2022, as shown the figure in below.
We believe the optical transceiver market will be down slightly (1% or so) in 2023 due to declines in the sales of Ethernet and wireless fronthaul transceivers of 10% and 30%, respectively, offsetting growth in all other market segments in 2023.
Amazon and other cloud companies plan to moderate their investments in 2023 and beyond, even if there is no economic recession. The Cloud companies benefited from the COVID-19 pandemic, but they were forced to reassess their plans at the end of 2022, as growth slowed. Their capex almost doubled between 2019 and 2022 but future investments will be more conservative. We expect the Top 15 ICP’s capex to be up only 4% in 2023, essentially flat, after several years of double-digit growth. Investments in AI infrastructure will remain a priority.
Telecom service providers plan to reduce their capex in 2023 also but they will continue to upgrade access networks. Connecting business and consumers to the Cloud is a priority now. Their customers are willing to pay more for secure and low-latency broadband services and it is a great opportunity for revenue growth. Telecom service providers plan to digitize their operations and offer Network-as-a-Service (NaaS) to an increasing number of end users, not just a few of their largest customers.
Despite a slower than expected growth in revenues of the leading Cloud companies, AI infrastructure remains a priority. This new focus will sustain the market for high bandwidth and low latency Ethernet and InfiniBand switches in the next 5 years. We also expect the deployments of optical circuit switches in AI clusters to expand beyond Google’s datacenters.
Other notable forecast changes include increased sales of 50G and 100G fronthaul transceivers in the 2026-2028 timeframe, as we believe they will be needed for early 6G deployments, and increased sales of PON optics as deployments of FTTx are increasing due to government stimulus in the US and elsewhere.
LightCounting’s Market Forecast Report presents our forecast for optical transceivers used in the telecom and datacom sectors, and includes chapters reviewing the health and spending outlook for both CSPs and ICPs, as well as explanations of forecast drivers and assumptions for each of the six product segments covered: Ethernet, WDM, Fronthaul, Backhaul, FTTX, and Optical Interconnects. The accompanying Excel database includes unit and sales forecasts for over 200 product categories.
More information on the report is available at ttps://www.lightcounting.com

Omdia Surveys: PON will be a key part of network operator energy reduction strategies

Omdia (owned by Informa) surveys have found a “very high” number of telcos regarded PON as a key part of their energy savings programs. Omdia’s chief analyst Julie Kunstler said PON technology is fiber-asset efficient, easy to upgrade, and highly secure.

Speaking at a Light Reading webinar Thursday, Kunstler said another large cohort of network operator execs said they believed PON would play some role in their energy reduction strategies. “PON is energy efficient and this is definitely gaining attention.”  Kunstler said “a very strong movement” by operators was underway toward next gen PON, in particular XGS PON. “But perhaps more importantly, PONs are also supporting other types of customers and applications.”  She also noted PON technology was fiber-asset efficient, easy to upgrade, highly secure and allowed operators to choose when to upgrade. But she cautioned that in many telcos PON faced organizational obstacles because of the belief that it was for consumer services only and because of the silos between residential and business.

Anuradha Udunuwara, a senior enterprise solutions architect at Sri Lanka Telecom, said energy costs had become a bigger concern in the past 12 months following sharp hikes in power tariffs. He agreed that PON “definitely has an advantage… it is passive, so there is no energy consumption there.”

Udunuwara described PON as an “architectural option” that could support FTTX deployment. He said it was a myth about PON that it was for FTTH only. “It’s not confined to any of the variations of FTTX.”  He expected that in the long run services would converge on to a single access technology.

“Oftentimes, sales and marketing teams don’t feel comfortable about PON, simply because they don’t understand it,” Kunstler said. “Many believe its point to multipoint topology is for residential only and that it’s simply best effort and there’s no technical ability to support enterprise services.”

“A lot of education is needed within some operators to explain to the sales and marketing team that PON is not just best effort and that you can actually commit to rates,” she pointed out.

“Not all enterprises need point to point. They don’t all need their own dedicated fiber, and many of them really don’t want to have to pay for dedicated fiber.”

Kunstler said selling business services over PON increased the ROI over that access infrastructure. “With 10G PON, you can easily support one gig symmetrical, two gig symmetrical five gig symmetrical and so forth, and 50 GPON, which will be here within a couple of years, can even support more bandwidth.

By using that optical distribution network for more than just residential, operators were already moving to a converged access approach. “You have more revenues over a single access network. You have a single network to upgrade. You have improved optics and you have improved energy savings.”

References:

https://www.lightreading.com/broadband/rising-energy-costs-are-latest-factor-in-pon-adoption/d/d-id/784593?

Dell’Oro: XGS, 25G, and Early 50G PON Rollouts to Fuel Broadband Spending

AT&T to deploy FTTP network based on XGS-PON in Amarillo, TX

ZTE PON ONT obtains EasyMesh R3 certification from WiFi Alliance

Dell’Oro: PONs boost Broadband Access; Total Telecom & Enterprise Network Equipment Markets

 

 

AST SpaceMobile completes 1st ever LEO satellite voice call using AT&T spectrum and unmodified Samsung and Apple smartphones

Satellite communications firm AST SpaceMobile, with the help of AT&T, has announced the first two-way audio call using satellites with standard smartphones as the end points. The initial call was placed using AT&T’s cellular network in Midland, Texas, to mobile carrier Rakuten in Japan using AST SpaceMobile’s BlueWalker 3 satellite in Low Earth Orbit (LEO), a breakthrough that could improve global cellular connectivity in remote regions without access to cell towers.

AST SpaceMobile claims this is “the first time anyone has ever achieved a direct voice connection from space to everyday cellular devices.” The phone call was made from an unmodified Samsung Galaxy S22 in Midland, Texas, using mobile spectrum from AT&T and connected to an iPhone used by Japanese tech giant Rakuten. Engineers from AT&T, Rakuten, and UK-based telecommunications company Vodafone assisted with the testing.

The use of satellites could be a significant step toward increasing cellular access not only in the U.S., where large areas of the country struggle with service, but in developing countries too. Typically a mobile phone call requires nearby cell towers to provide service. Many areas across the United States, such as rural communities and national parks, are “dead zones” — yes, just like the eerie early 2000s Verizon commercials warned. The same technology could be a great solution to the same issues in developing countries. Instead, satellites could act as a sort of space-based network of cell towers — with AST SpaceMobile claiming it’s “building the first and only space-based cellular broadband network.”

AT&T aims to use satellites to provide global cellular broadband from 2G to 5G. “Achieving what many once considered impossible, we have reached the most significant milestone to date in our quest to deliver global cellular broadband from space,” Abel Avellan, CEO and chairman of AST SpaceMobile, said in a press release. “While we take a moment to celebrate this tremendous accomplishment, we remain focused on the path ahead and pivotal next steps that get us closer to our goal of transforming the way the world connects.”

Image Credit: Image: AST SpaceMobile

Margherita Della Valle, Vodafone Group Chief Executive, said: “Today, we have taken another major step in mobile communications. 30 years after Vodafone sent the world’s first text message, we supported AST SpaceMobile in successfully making the first ever direct-to-smartphone test call using satellite communications. This is just the start. As a lead investor in AST SpaceMobile, we will continue to break technological boundaries by connecting many more millions of people across the planet when the service becomes commercially available.”

Mickey Mikitani, Rakuten Chairman & CEO, commented: “It was a unique thrill and honor to have the Rakuten team talk with Abel in a world-first direct-to-satellite experience. Congratulations to AST SpaceMobile and all of its strategic collaborators on this groundbreaking event. As technological advancements like space connectivity become possible with pioneers like AST SpaceMobile, Rakuten will also progress even further along the road to democratizing connectivity for all.”

Chris Sambar, Head of AT&T Network, said: “AT&T’s heritage began with the birth of the telephone 147 years ago and has continued with many other firsts including: trans-continental call, overseas call, call from the moon, and partnering to deliver the only network built with and for America’s first responders. We connect people to greater possibility, and this important milestone with AST SpaceMobile is a big step and we can’t wait to see what’s next in our space-based journey.”

It’s unclear whether satellite access would come at an extra cost. In AT&T’s original AST SpaceMobile partnership annoucement, the company couldn’t say whether existing plans would include satellite coverage.  While satellite offerings aren’t available for consumers yet, this successful test brings widespread access one step closer to becoming a reality.

Chairman & CEO Abel Avellan and an AST SpaceMobile engineer completing test calls in Texas

Image Credit: Image: AST SpaceMobile

Other U.S. network operators are also pursuing satellite network mobile phone calls:

Verizon teamed up with Amazon’s Project Kuiper satellite network in 2021 with the intention of connecting underserved communities and industries. Amazon is in the midst of launching its satellites into space, with its FCC license requiring at least half of the 3,236 they plan to deploy to be operational by July 2026.

T-Mobile has partnered with SpaceX, a major competitor of Project Kuiper, with plans to “start getting into testing” its satellite mobile coverage this year. There are currently over 4,000 Starlink satellites in orbit, though some have experienced issues requiring them to be removed from orbit or tested further. T-Mobile has claimed customers should have satellite access through most existing plans and, like AT&T, that existing phones should work with the satellite offerings.

See References below for more global Satellite Internet initiatives.

References:

AST SpaceMobile Makes History in Cellular Connectivity, Completing the First-Ever Space-Based Voice Call Using Everyday Unmodified Smartphones

https://www.cnet.com/tech/mobile/at-t-teams-with-satellite-provider-ast-spacemobile-as-it-looks-to-boost-coverage/

Keysight and partners make UK’s first 100 Gbps “6G” Sub-THz connection

Highlights:

  • Data link made at speeds greater than 100 Gbps at a frequency of 300 GHz using both 32 and 64 quadrature amplitude modulation
  • Achievement enabled by Keysight’s 6G sub-THz testbed platform

Keysight Technologies, Inc, in collaboration with National Physical Laboratory (NPL) and the University of Surrey, has made the first 6G connection at speeds greater than 100 gigabits per second (Gbps) over sub-terahertz (THz) frequencies in the U.K.

Future 6G use cases, such as augmented reality and autonomous vehicles, will require data throughput speeds from 100 Gbps to 1 terabit per second (Tbps). To achieve the extreme data speeds and low latencies required by these revolutionary use cases, the use of sub-THz frequencies is being explored. However, operations in sub-THz frequency bands introduce signal integrity and path loss challenges that can negatively impact performance.

Keysight, NPL, and the University of Surrey established the first sub-THz high throughput 6G testbed in the U.K. to address these challenges. Funded by the U.K. government for 6G research, NPL and Surrey scientists are using the testbed to study and characterize sub-THz signal performance to generate new techniques for optimizing data paths and calibration methodologies.

Located at NPL, this new 6G testbed achieved the U.K.’s first high-speed sub-THz data link. The demonstration was made at a frequency of 300 GHz using both 32 and 64 quadrature amplitude modulation (QAM). Built on Keysight’s 6G Sub-Terahertz R&D Testbed, the testbed uses the M8194A Arbitrary Waveform Generator (AWG) combined with Virginia Diodes Inc. (VDI) upconverters / downconverters to generate the signal and Keysight’s UXR0704A Infiniium multichannel high-performance 70 GHz oscilloscope to analyze the signal.

Keysight, NPL, and the University of Surrey will demonstrate the new 6G testbed at the Spring 2023 6G Symposium at the University of Surrey, April 24-26.

Irshaad Fatadin, Principal Scientist, National Physical Laboratory, said: “6G is a key focus for NPL and we are using our scientific and measurement capabilities to tackle the challenges of this new technology. Our partnership with Keysight will be a critical success factor in our 6G research work.”

Mosaab Abughalib, Senior Research Director and General Manager for Keysight’s Network Emulation Group, said: “Through this partnership we are bringing Keysight solutions and experts together with scientists from NPL and the University of Surrey to unlock the true potential of 6G.”

Resources:

About Keysight in 6G:
Keysight creates the runway that enables researchers to launch evolutionary and revolutionary technology platform solutions based on 5G-Advanced and 6G technologies. A cohesive set of design and development building blocks across multiple interconnected technology domains enables innovators to spark new insights. Keysight plays a pivotal role in bringing to life 6G use cases that have the potential to transform society, enhance human interactions, enable enterprises to achieve greater efficiencies, and accelerate life-changing innovations.

About Keysight Technologies:

At Keysight (NYSE: KEYS), we inspire and empower innovators to bring world-changing technologies to life. As an S&P 500 company, we’re delivering market-leading design, emulation, and test solutions to help engineers develop and deploy faster, with less risk, throughout the entire product lifecycle. We’re a global innovation partner enabling customers in communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics markets to accelerate innovation to connect and secure the world.

Learn more at Keysight Newsroom and www.keysight.com.

References:

https://www.keysight.com/us/en/about/newsroom/news-releases/2023/0424-pr23-070-keysight-makes-uk-s-first-100gbps-6g-sub-thz-conne.html

Enable-6G: Yet another 6G R&D effort spearheaded by Telefónica de España

China to introduce early 6G applications by 2025- way in advance of 3GPP specs & ITU-R standards

India unveils Bharat 6G vision document, launches 6G research and development testbed

NTT DOCOMO & SK Telecom Release White Papers on Energy Efficient 5G Mobile Networks and 6G Requirements

Juniper Research: 5G to Account for 80% of Operator Revenue by 2027; 6G Requires Innovative Technologies

China’s MIIT to prioritize 6G project, accelerate 5G and gigabit optical network deployments in 2023

China Mobile unveils 6G architecture with a digital twin network (DTN) concept

Summary of ITU-R Workshop on “IMT for 2030 and beyond” (aka “6G”)

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