![]() ![]() I think we’re going to start entering the middle innings of 5G in the 2024-25 timeframe. Put simply, mobile networks are able to support pretty much anything that people want to do on their mobile devices. The ability of operators to support this traffic growth at the same ARPU levels is due to the significant improvements in spectral efficiency of 5G: 8/3 bits per second per HZ on the downlink/uplink, respectively, compared to 2/1 on LTE. ![]() These networks are supporting 30-40% CAGR in data traffic, at prices to consumers that haven’t changed much. Wireless networks are now consistently delivering speeds as good as or better than what most people get on home broadband networks. Many of my analyst and media colleagues dismiss this as not being game-changing, but I think they’re missing something. Outside FWA, the main benefit of 5G has been enhanced mobile broadband (EMBB).
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