American 5G Vendors Getting More Time in the Spotlight

Mike Dano
8/9/2019
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Sweden's Ericsson, Finland's Nokia and South Korea's Samsung continue to supply the bulk of 5G equipment in the US. However, some newer 5G providers such as Gogo and Dish Network are specifically looking for American equipment suppliers for their own 5G buildouts.

"We've been partnered with ZTE in the past. We now have an American vendor in that role," said Oakleigh Thorne, Gogo's CEO, during the company's recent quarterly conference call with investors, according to a Seeking Alpha transcript of his remarks.

Gogo officials declined to name the vendor the company is using, but promised to do so at some point in the future.

Similarly, Dish Network is specifically planning to use American vendors for its own planned 5G network buildout. "We do think it brings into play American vendors that have been left out of the traditional networks," Dish's Charlie Ergen told Light Reading. "So we know we'll have a much more American-centric set of vendors than the traditional incumbents."

During Dish's own conference call with investors, Ergen named Cisco, Intel, Red Hat and Altiostar as 5G vendors that Dish would consider.

Now, to be clear, the 5G efforts by Gogo and Dish are mostly peanuts compared with the 5G buildouts that companies such as T-Mobile, AT&T and Verizon are engaging in with Samsung, Ericsson and Nokia. For example, T-Mobile is spending a total of $7 billion split between Nokia and Ericsson for 5G, likely covering equipment on tens of thousands of towers. Gogo plans to cover roughly 200 towers and plans to spend "a few million dollars" later this year on the project, which aims to use 5G technology to speed up its Internet service on airplanes.

Gogo's stressing that its new supplier is American is likely due to its getting burned by initially turning to Chinese supplier ZTE. Gogo had planned to upgrade its wireless network with equipment from ZTE but halted that effort last year when the Trump administration temporarily banned US business with the Chinese supplier as part of President Trump's wider trade war with China. Although that ban has since been rescinded, Gogo executives appear unwilling to plant millions of dollars in investments on the shifting sands of Trump's negotiating tactics.

Indeed, the emphasis on American vendors by Gogo and Dish comes as little surprise given the Trump administration's trade war against China, Trump's own personal aversion to globalization and trade, and his promotion of US-based manufacturing. Dish, after all, is basing its 5G plans on a deal with Trump's Justice Department.

Nonetheless, the trend likely comes as welcome news to US 5G players such as AltioStar, CommScope, Affirmed Networks, Cisco, Altiostar, Airspan, JMA Wireless, Mavenir and Parallel Wireless, all of which have loudly boasted of their 5G products. It's also a trend that foreign suppliers are clearly aware of -- for example, Ericsson recently announced it would build a 5G manufacturing center in the US.

However, completely transitioning the US marketplace from foreign 5G suppliers to domestic ones would ultimately require a massive transformation of the world's electronics supply chain, something that probably won't happen anytime soon.

Mike Dano, Editorial Director, 5G & Mobile Strategies, Light Reading | @mikeddano

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ajwdct
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ajwdct,
User Rank: Light Beer
8/9/2019 | 8:20:11 PM
Re: There are no 5G network equipment suppliers/vendors!
JMA Wireless PHAZR mmWave small cells are said to be "5G" but the company's technology is based on proprietary extensions of IEEE 802.11ac (and perhaps 802.11ax) for fixed broadband access, which is NOT an IMT 2020 use case. 

JMA Wireless does not attend ITU-R WP5D meetings where IMT 2020 RIT/SRITs is being standardized.  However, they were a co-author of a January 2017 IEEE 802.11 contribution which proposed an (incomplete) candidate IMT-2020 RIT based on IEEE 802.11.

Both Verizon and C Spire have previously applied with the FCC for temporary permits to test the Phazr technology, which has also been in field trials with the cable industry's R&D unit, CableLabs. Most of these tests have used the start-up's low cost fixed wireless platform, which is based on a WiFi ASIC and incorporates 384 antennas in the base station and 64 in the CPE. It promises data rates of up to 30Gbps over one kilometer with line of sight, or 200-800 meters without.

The company has patents pending for its beamforming technologies and for a user-installable router, called Gazer, which combines the mmWave modem with 802.11ac WiFi. This allows the '5G' Radio Backbone (RABACK) nodes to provide backhaul for gigabit access for standard WiFi devices.
ajwdct
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ajwdct,
User Rank: Light Beer
8/9/2019 | 8:08:38 PM
There are no 5G network equipment suppliers/vendors!
To the best of my knowledge and extensive research, the only U.S. developers of 5G technology are Qualcomm, Interdigital (both in San Diego, CA) and possibly Intel and Apple.  However, none of those companies make network equipment.

While Cisco makes WiFi equipment for business use they don't have any presence in 3G/4G cellular Radio Access Networks (only in the LTE/EPC Evolved Packet Core which is currently being used along with 3GPP Release 15 5G NR- NSA).

Red Hat, now owned by IBM, is a commercial open source (primarily LINUX) company that does not make any cellular equipment or any hardware that we know of.

So who are the AMERICAN 5G VENDORS that are getting more time in the spotlight?