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TV Monitor
TV Monitor
6/29/2016 | 10:49:29 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
Dan Jones

"Mr. Monitor does so love to push his Samsung as the one true ring of 5G angle."

In the US context it surely is, since low-band 5G is impossible for all carriers in the US except Sprint due to lack of bandwidth and only Samsung has a technology that works in the spectrum designated by FCC as the US 5G band.

The recent disclosure that Japanese government and NTT Docomo were planning to adopt Samsung 5G as Japan's 5G standard based on ground that this was the only 5G technology ready to enter commercial service in time for the Tokyo Olympics was rather shocking, given Japan's ill relationship with Korea. But essentally Samsung 5G has become the de-facto 5G standard among early adopters(US, Japan, Korea) and they can only build from there.

From the current landscape, Samsung and Huawei are big winners, while Qualcomm, Nokia, and Ericsson are big losers in 5G race. Things are shaping out the way I have been foretelling.

Considering the direction of wind blowing, it would be rather dangerous for AT&T and T-Mobile to evaluate Nokia and Ericsson tech for 5G, because they are trailing behind Samsung in 28 Ghz tech by several years, and Europe will be last in 5G deployment. Even if they are willing to wait for Ericsson and Nokia to finish up, Verizon and Softbank/Sprint won't, putting them at a severe disadvantage in terms of capacity after 2020. While T-Mobile may have to wait in order to harmonize with its parent Deustche Telekom in deployed 5G tech, AT&T doesn't have to wait.
TV Monitor
TV Monitor
6/29/2016 | 10:42:57 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
Sr.Manag64649

"5G NR is not a Qualcomm-specific technology."

It IS a Qualcomm specific format, competing with Ericsson, Nokia, Huawei's rival incompatible formats to be accepted as the 3GPP's low-band 5G technology.

Whoever manages to get their proprietary format accepted as the 3GPP standard would stand to make tens of billions of dollars in patent loyalty.
DanJones
DanJones
6/29/2016 | 12:31:42 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
Yeah I mentioned that in the story. Mr. Monitor does so love to push his Samsung as the one true ring of 5G angle. I guess it's *possible* -- anything's possible! -- but operators don't use a single supplier for a major rollout generally. Too risky.
Sr.Manag64649
Sr.Manag64649
6/29/2016 | 12:03:20 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
That's quite interesting (and false), given that 5G NR is not a Qualcomm-specific technology. Rather, it is the 5G air interface being studied in the 3GPP: http://www.3gpp.org/news-events/3gpp-news/1787-ontrack_5g
jayakd0
jayakd0
6/28/2016 | 12:59:38 PM
Re: 5G NR is a sign of desperation on Qualcomm's part
Thx for that pointer @TV Monitor, apreciate it!
TV Monitor
TV Monitor
6/28/2016 | 10:50:41 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
jayakd0

Qualcomm pushed for its own 4G tech called UMB(Ultra Mobile Broadband) that went nowhere because no carrier was interested in it. This 5G NR is walking the same path that UMB is walking, because no carrier is interested in it.

https://en.wikipedia.org/wiki/Evolution-Data_Optimized#EV-DO_Rev._C_.28TIA-856_Revision_C.29_and_TIA-1121
jayakd0
jayakd0
6/28/2016 | 9:27:44 AM
Re: 5G NR is a sign of desperation on Qualcomm's part
@TV Monitor: hope you meant UWB instead of UMB!
TV Monitor
TV Monitor
6/27/2016 | 4:04:37 PM
Re: Market forces?
DanJones

"Qualcomm has its eyes on the Chinese 5G market?"

China's national 5G standard is TD-LTE+, which uses 200 Mhz bandwidth and heavy MIMO to boost throughput. Qualcomm may be invited to demonstrate its technology before Chinese for a competitive study purpose, but there is no chance of Chinese adopting 5G NR. Rather, Chinese would demand Qualcomm adopt TD-LTE+ and become a TD-LTE+ chipset supplier instead.

This is same as Ericsson and Nokia demonstrating their 15 Ghz and 70 Ghz hardware in Korea, except that Korea's national 5G standard is already set and the first Samsung 5G network is scheduled to go online in June of 2017, with Samsung 5G Galaxy phones available to testers in October of same year.
TV Monitor
TV Monitor
6/27/2016 | 4:00:41 PM
5G NR is a sign of desperation on Qualcomm's part
Qualcomm is not involved in any of the first 5G networks being set up, be it in Korea, China, Verizon, Softbank/Sprint, etc. Europeans won't touch Qualcomm technology.

Historically Qualcomm relied on Verizon and Sprint for CDMA business, but both are dumping Qualcomm in 5th gen era. AT&T and T-Mobile are in GSM fold and never had much of a strong relationship with Qualcomm, so it is unlikely they would work with Qualcomm this time around, leaving Qualcomm with no carrier to back its standard, the same situation that doomed UMB.

Additionally, 5G NR is just one of three candidate technologies in 5G below 6 Ghz; TD-LTE+ and Ericsson NX.
DanJones
DanJones
6/27/2016 | 3:46:21 PM
Market forces?
Qualcomm has its eyes on the Chinese 5G market?


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