Wireless news this week, in the US (Dec 8)

Briefing Doc - Key Updates this week!

These sources highlight several key trends in the telecommunications industry, particularly around 5G, cloud computing, convergence and the evolution of mobile devices:

1. AWS Dominates the 5G Cloud Core Race:

• Multiple sources highlight Amazon Web Services (AWS) as the dominant player in providing cloud infrastructure for 5G core networks.
• AT&T, despite a partnership with Microsoft Azure, remains vague about its public cloud provider, potentially signaling a shift towards AWS.
• Deals with NTT Docomo, O2 Telefonica, and Comcast solidify AWS’s lead.
• AWS’s investment in liquid cooling technology could give it a further advantage as 5G and AI workloads increase demand for high-performance computing.

2. Apple Embraces 5G and Custom Modems:

• Future versions of the Apple Vision Pro headset and Macs are rumored to include 5G connectivity, powered by custom-designed Apple modem chips.
• This move aligns with Apple's strategy of vertical integration, following a similar path to its custom processors.
• The initial focus will be on lower-cost devices like the iPhone SE before expanding to flagship models.

3. T-Mobile Prioritizes 5G Home Internet and Convergence:

• T-Mobile is aggressively expanding its 5G home internet service with the launch of three new plans: Rely, Amplified, and All-In.
• These plans offer varying speeds, features, and perks, aiming to capture a wider range of customers.
• T-Mobile believes convergence is already here, with customers increasingly seeking bundled mobile and broadband services.
• However, unlike AT&T, T-Mobile is not focused on building a fiber network and instead relies on partnerships and joint ventures.

4. AT&T Doubles Down on Fiber and Open RAN:

• AT&T is investing heavily in expanding its fiber network and aims to reach 50 million locations by 2029.
• The company believes fiber is crucial for delivering high-speed internet and converging wireless and broadband services.
• AT&T is committed to a multi-vendor open RAN strategy, adding Fujitsu and Mavenir as radio vendors alongside Ericsson.
• This strategy allows for greater flexibility and potentially lower costs compared to traditional RAN deployments.

5. The Decline of Traditional Landlines:

• AT&T plans to eliminate its copper wire landline phone service in most states by 2029.
• The company cites the high cost of maintaining aging infrastructure and the decreasing demand for landlines.
• Consumer advocates raise concerns about the reliability of alternatives during emergencies and the potential impact on vulnerable populations.
• This move reflects the broader shift towards mobile and internet-based communication.

6. Messaging App Evolution and RCS Adoption:

• Verizon is shutting down its Message Plus app, pushing users towards Google Messages and the RCS messaging standard.
• RCS offers features similar to iMessage, enhancing the Android texting experience.
• However, security concerns remain due to the lack of end-to-end encryption in RCS, prompting recommendations to use encrypted messaging apps like WhatsApp or Signal.

7. Satellite Connectivity Expands:

• SpaceX has completed its first constellation of Starlink satellites equipped with Direct to Cell technology.
• This technology allows unmodified cell phones to connect directly to satellites, promising to eliminate cellular dead zones.
• Partnerships with mobile operators worldwide signal the global ambition of this initiative.

Thank you for listening!
-Mario Mejia