Friday, January 26, 2018

Mobile Futures

It's been a while since I have blogged but hopefully over the next few days I'll start to establish a better routine.

Expect 2018 to see a number of Mobile Networks doing proof of concept trials of 5G, we are seeing the first in Europe with DT is already doing so, more will follow. Physical Devices will start to become available in the last quarter of the year once chipsets move into preproduction phase.

The focus for IoT should move away from Consumer fantasy solutions to more of a focus on Enterprise offerings because significant elements of integration will be required if the sector is to be more than just basic plug and play applications. IoT needs to evolve into a major market because a significant amount of planning around its demand for capacity has been used to justify the need for 5G at a time when 4G has yet to be completely deployed. Without being able to show new markets Mobile Networks are not likely to be able to raise the finances needed to build 5G out.

I expect to see more criticism of the negative effects of Smartphones on our everyday lives as people start to realise that the App ecosystems rather than helping is hurting. I left Facebook over a year ago, when I upgraded my phone in Summer 2016 I removed the Facebook App that was preinstalled. I do not have notifications enabled on by phone for anything other than email, and then it is only my work account. It is not mobile phones that are doing the damage it is what you allow on them and how you then live with that software. But just as it is usual the child of someone who works in technology who is last to get a phone at school it is those in the sector who are least likely to use excessively the technology.                                         

Running a Telecoms Network is about a lot more than just deal making you just have to look at the problems of those who jumped on the M&A bus and crashed into a pile of debt as the consolidation boom they embarked on failed to deliver the riches from scaling up. As you layer generation upon generation of technology the issue becomes more complex not just in terms of Infrastructure but also Customer expectations and demand. Before the iPhone we saw a broad spectrum of handset designs enable by the fact that manufacturing processes were controlled by Equipment makers rather than outsourced. Today Smartphones are all the say form factor and operate one of two software systems this means that the generation that has known nothing but smartphones has a set of expectation and behaviours vastly different from those whom started out with phones that were primarily phones.

So how might things be made better? Can it be done without the need to Regulate and litigate? Are Investors happy to allocate capital at a rate that allows development? I will try and post a few thoughts on how to go forward without breaking confidentiality clauses signed with clients of the next few weeks. 

No comments: