I was reading some OEMs’ websites about 5G and LTE and it occurred to me that the Innovators’ Dilemma (a.k.a., “When New Technologies Cause Great Firms to Fail”) may be happening after all.
While the traditional OEMs are promising MiMO (multiple in, multiple out) and pinpoint accuracy on “beamforming”, I feel like some other spectrum strategies may win the day.
Let’s talk about the peaks and see if they match the hype.
Consumer Demand
It was somewhat disappointing to see Mary Meeker’s recent analysis about access to the Internet being available to only a third of the world. Back in the days when the ITU dominated, the joke was that a third of the world was on the phone, a third was waiting for dial tone and a third didn’t own a phone.
While I am ready to concede that not every person will want constant connectivity, a third having access to the Internet seems low...Read More
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