We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market… Read More »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite
Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year’s show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going… Read More »MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center
SpaceX’s Starlink and Other Future LEO Services Are Emerging Disruptors to Rural Markets Incline Village, NEV.– Sept. 10, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the Broadband Satellite Market. The… Read More »Low Earth Orbit Satellite Broadband Taking Share from Fixed Broadband; According to 650 Group
It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel… Read More »MWC 24 was about Intel, Private Wireless and Satellite
SpaceX’s Starlink Takes Early Market Share Lead as Telecom Industry Defines the Role of Emerging Technology for Residential Access Incline Village, NV – Aug. 9, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique… Read More »Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
The Broadband Satellite Quarterly Market & Long-Term Forecast Report includes historicals and a 5-year forecast and is issued on a quarterly basis. Additional splits include GEO, LEO and 3GPP based systems, and subscriber counts. Companies include AST Space Mobile, Globalstar, Echostar, Iridium, Kuiper Systems, OneWeb, Orbcomm, Starlink, Viasat and others.
Inseego’s acquisition of Nokia’s Fixed Wireless Access customer premises equipment business, announced today, represents a significant consolidation play in one of the more dynamic segments of the wireless broadband market. As 650 Group has highlighted in our ongoing research, FWA continues to gain traction as mobile operators seek new monetization… Read More »Inseego’s Acquisition of Nokia’s Fixed Wireless Access (FWA) Segment
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »SpaceX Acquisition of xAI Drives AI Capex
