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Started By
Message
Assuming 5g really is the future, how to buy in now?
Posted on 1/6/19 at 9:37 pm
Posted on 1/6/19 at 9:37 pm
Is any company particularly suited to go higher in the coming 5g environment?
Is Qualcomm (QCOM) the only real way to buy directly into it?
And is their litigation trouble with China and now with the U.S. a red flag or an opportunity?
Is Qualcomm (QCOM) the only real way to buy directly into it?
And is their litigation trouble with China and now with the U.S. a red flag or an opportunity?
4
Posted on 1/6/19 at 9:38 pm to Ace Midnight
I've asked this to be moved to the Money board (whoops), but Tech is probably the next best thing for the topic.
Posted on 1/6/19 at 11:22 pm to Ace Midnight
Probably a little late... And I am not sure 5G will be implemented quickly or is even that desirable by users.
That being said the patents are spread out with Nokia with Qualcomm on top.
Unfortunately network equipment companies aren't what you consider large growth companies now. As the 5g rollout will be slow and a race to the bottom of the Chinese companies are allowed to compete.
That being said the patents are spread out with Nokia with Qualcomm on top.
Unfortunately network equipment companies aren't what you consider large growth companies now. As the 5g rollout will be slow and a race to the bottom of the Chinese companies are allowed to compete.
Posted on 1/7/19 at 12:43 pm to UltimaParadox
quote:
And I am not sure 5G will be implemented quickly or is even that desirable by users.
5G speeds blow away 4G LTE, so much so that it could easily take the place of cable or DSL connections (at least theoretically, won't know for sure until we have more than a handful of markets up and running) as speeds can (reportedly) range from 300Mbps to 1Gbps. In areas where DSL and cable already hold sway, this will provide good competition. In rural areas that may still rely on *shudder* satellite, this would be a game-changer.
The biggest problem right now is propagating the technology. Due to the shorter range of the signals, you need more towers. Lots more.
Posted on 1/7/19 at 12:49 pm to UltimaParadox
Samsung has their own 5G chip, going into at least one Galaxy phone this year.
Sprint is getting one they confirmed just today
AT&T and Verizon are also getting one.
Sprint is getting one they confirmed just today
quote:
Sprint today confirmed plans for an innovative, standards-based 5G smartphone expected to launch in summer 2019 from Samsung. Sprint customers will be among the first in the world to experience the incredible speed, reliability and mobility of 5G on this feature-rich handset.
AT&T and Verizon are also getting one.
quote:
“5G is going to be about more than just a network. Customers will eventually be able to connect in near real-time to unforeseen possibilities,” said David Christopher, president of AT&T Mobility and Entertainment. “Together with Samsung, we plan to bring the best in technology and innovation to our customers. The future we imagine with 5G is just beginning, and it is a great time to be a consumer.”
Christopher is right. 5G is fast enough and reliable enough to replace home broadband and its integration in phones is big deal, so its good to know Samsung has been testing 5G in the Galaxy S10 for some time.
This post was edited on 1/7/19 at 12:51 pm
Posted on 1/7/19 at 2:08 pm to UltimateHog
quote:
Customers will eventually be able to connect in near real-time to unforeseen possibilities
I really think "whatever cool shite the real tech world is going come up with, this will let you be a part of it" would have been more impactful
Posted on 1/8/19 at 1:35 am to Bard
quote:
. In areas where DSL and cable already hold sway, this will provide good competition
Unless something changes drastically, these companies offering 5G will not be competing directly with your typical cable modem.
The bandwidth is not available to have half the neighborhood streaming Netflix. Which is what we have now. These metered connections won't be given up due to the barrier of entry into the space. Att and Verizon will bend people over backwards because if you need it for home... You really need it.
Posted on 1/8/19 at 9:20 am to Ace Midnight
InterDigital (NASDAQ: IDCC)
Posted on 1/8/19 at 2:58 pm to Bard
I've been keeping up with this a little here and there over the past year or longer. From my understanding the towers are already there and the only hold up is the phones and they are set to start rolling out in Dec of this year.
One article I was reading last week was saying that one 5G tower could support a football stadium of people all watching 4k movies and not skip a beat.
When I first heard about it a year and half ago was on a talk radio show on a Sunday night and the guy was talking about 5G was the reason that most cell phone companies were moving to unlimited plans because of the amount of data that can be transferred.
One article I was reading last week was saying that one 5G tower could support a football stadium of people all watching 4k movies and not skip a beat.
When I first heard about it a year and half ago was on a talk radio show on a Sunday night and the guy was talking about 5G was the reason that most cell phone companies were moving to unlimited plans because of the amount of data that can be transferred.
Posted on 1/8/19 at 3:36 pm to Bard
We have 5g on our home wifi as many of you probably do.
I get around to 300mbs.
It's nice.
I get around to 300mbs.
It's nice.
Posted on 1/8/19 at 11:50 pm to MrLarson
quote:
One article I was reading last week was saying that one 5G tower could support a football stadium of people all watching 4k movies and not skip a beat.
Theoretically sure... In reality we are not there yet. 4g LTE should support 100mbit, but most of us get about a quarter of that. There is only so much spectrum, however the shorter "distances" that higher frequency 5g signals travel will help some.
quote:
was the reason that most cell phone companies were moving to unlimited plans because of the amount of data that can be transferred.
All these unlimited plans are actually limited. 20GB or so on every major carrier not named T-Mobile. If we actually streamed 4k video, these limits will be hit in basically an hour.
Large wireless carriers such as Verizon and ATT are very sensitive to mobile pricing as that is the majority of their profits. They will keep it metered until someone changes the paradigm
This post was edited on 1/8/19 at 11:51 pm
Posted on 1/9/19 at 1:15 am to UltimaParadox
High speed wireless to the masses is a pipe dream until the price and tech of LEOs gives the ability to rapidly and exponentially expand that infrastructure.....which could still be in my lifetime....but not in like 10 years
Posted on 1/9/19 at 10:58 am to UltimaParadox
quote:
UltimaParadox
You seem knowledgeable!
quote:
4g LTE should support 100mbit, but most of us get about a quarter of that
Actually, LTE-A with 4x4 MIMO (edit: 3CC with proper category phone @ 20Mhz per carrier)has a theoretical Max of 1.2Gb. Most urban sites now have this configured in. We had multiple massive MIMO projects last year that also included the upgrade to our newer system modules and dual-band RRH's. If you live in a major metro area, the infrastructure is there. It's more than likely the carrier has provisioned its market for less or still installing fiber backhaul because let's be honest here until there's some type of wireless backhaul created, we are limited by what transport we currently have (fiber).
quote:
All these unlimited plans are actually limited. 20GB or so on every major carrier not named T-Mobile.
This is why I keep pushing TMO and its not just because I design and manage their newer networks. :)
This post was edited on 1/9/19 at 1:20 pm
Posted on 1/9/19 at 11:05 am to i am dan
quote:You’re using 5Ghz frequency at home.
We have 5g on our home wifi as many of you probably do.
5G is a different animal.
5G on telecommunications is the 5th generation of technology as opposed to the current 4G, 4th Generation cellular technology.
Posted on 1/9/19 at 1:28 pm to Bullfrog
Yeah, this should be confused with your ISP. They follow a different set of rules. 5G is strictly termed for wireless communications.
Some of the cool things we've done so far in the lab pre-5G are mostly with LAA and massive MIMO.
Think of large city centers with great tower coverage but still have holes in the map per say. What we have done as well as Erricson for that matter, is combined the use of small cells to fill these holes. One in particular, the LAA small cell unit, uses unlicensed spectrum for CA (carrier aggregation). Most up to date phones have at least 4TX 4RX antennas. With that in mind, if the network is overloaded in your area per se, your phone could use LAA to not see a significant drop in the downlink. It wouldn't be as good as pure 3CC from LTE BTS, because it does require a reservation, but it allows more people to consume network resources at the same time and not be slowed down to oblivion.
I am very excited about 5G, maybe not at the 600Mhz level, but at the mmWave level, because that's the real technology when normal people think "5G."
It's a challenge though. We park a truck in front of NAM HQ to transmit and test for what seems like over 2 years now
Some of the cool things we've done so far in the lab pre-5G are mostly with LAA and massive MIMO.
Think of large city centers with great tower coverage but still have holes in the map per say. What we have done as well as Erricson for that matter, is combined the use of small cells to fill these holes. One in particular, the LAA small cell unit, uses unlicensed spectrum for CA (carrier aggregation). Most up to date phones have at least 4TX 4RX antennas. With that in mind, if the network is overloaded in your area per se, your phone could use LAA to not see a significant drop in the downlink. It wouldn't be as good as pure 3CC from LTE BTS, because it does require a reservation, but it allows more people to consume network resources at the same time and not be slowed down to oblivion.
I am very excited about 5G, maybe not at the 600Mhz level, but at the mmWave level, because that's the real technology when normal people think "5G."
It's a challenge though. We park a truck in front of NAM HQ to transmit and test for what seems like over 2 years now
Posted on 1/9/19 at 3:26 pm to 50_Tiger
quote:
still installing fiber backhaul because let's be honest here until there's some type of wireless backhaul created, we are limited by what transport we currently have (fiber).
You are obviously in the business and I appreciate your input. I find it sort of misleading with all these media outlets reporting how 5G and the IOT is going to change everything.
Eventually we will get there, I'll be curious if wireless carriers can control themselves and not convolute the 5G terminology so bad that no one can figure it out... Actually we know they will.
We just went to the national championship game and was actually shocked the wifi worked in a full house. That is a first
Posted on 1/9/19 at 9:13 pm to UltimaParadox
It’s already happening. ATT is pushing commercials for 5Ge whatever the hell that means.
Posted on 1/9/19 at 10:39 pm to 50_Tiger
Cool.
I’ve heard the 5G network requires a lot more small and micro towers to work best.
So BFE will be on 5G way after the population centers since the signal doesn’t carry as far with the same power.
But I’m still learning all about it and may not be correct.
I’ve heard the 5G network requires a lot more small and micro towers to work best.
So BFE will be on 5G way after the population centers since the signal doesn’t carry as far with the same power.
But I’m still learning all about it and may not be correct.
This post was edited on 1/9/19 at 10:39 pm
Posted on 1/10/19 at 7:21 am to Bullfrog
quote:
I’ve heard the 5G network requires a lot more small and micro towers to work best.
That was my understanding, as well. I started the thread to see if anyone had the skinny on what they key infrastructure companies were going to be other than Qualcomm.
quote:
I’m still learning all about it and may not be correct.
That's true for me as well - I do get the feeling that "futurists" think that 5G will be revolutionary (it is theoretically exponential) and change the way we think of wireless data and data service in general - akin to CATV over broadcast circa 1980.
Posted on 1/10/19 at 9:03 am to Ace Midnight
Qualcomm is trying to not go under as a company. Erricson along with us along with the Carriers have been testing with Intel modems.
We have been installing these bad boys at crazy numbers for TMO and Verizon.
These are the LTE variants but the cards are interchangeable for quick BTS updates.
To put in perspective, I have roughly now 10k shares of Nokia stock through performance merits and I'm holding steady because I think in the next five years we can reach 10 dollars a share or higher.
We have been installing these bad boys at crazy numbers for TMO and Verizon.
These are the LTE variants but the cards are interchangeable for quick BTS updates.
To put in perspective, I have roughly now 10k shares of Nokia stock through performance merits and I'm holding steady because I think in the next five years we can reach 10 dollars a share or higher.
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