Wireless is once again undergoing major changes. We are currently in the midst of his 5G rollout and are preparing for 6G and beyond. Other emerging areas include technologies such as private wireless, FWA, 5G home internet, AI, chatbots, IoT, and cloud. For investors, employees, consumers, and business customers, learning about all this can be difficult to keep up with. So let’s take a few minutes to pull back the camera and get a long-term historical perspective on what you need to know about 2024 and beyond.
Wireless companies large and small are increasingly competing, collaborating, and even acquiring together. I think more things like this will happen in the future. As an example, consider the recent announcement that HPE will acquire Juniper Networks.
HPE’s acquisition of Juniper Networks will help both private wireless
Private wireless is an example of a new field with a lot of potential, but messages from various competitors seem to be flying around the world. This makes it difficult for customers to understand, compare, and act in this new space.
Building a viable marketplace requires consistency in messaging and language so that customers can compare products from different companies side by side.
That’s what’s missing right now, so I wanted to write a column about private wireless to help businesses better understand their customers, cities, stadiums, warehouses, manufacturing facilities, etc. so they can make the right choices. Masu.
Wireless 5G from Qualcomm, Huawei, Ericsson, Nokia, NTT Docomo, etc.
All competitors in this space now recognize both growth opportunities and communication challenges. At the same time, they are all chasing the same customers and growth potential.
The problem is that we are using different terminology at this early stage, which confuses buyers.
Major companies in this space include Qualcomm, Huawei, Ericsson, Nokia, NTT Docomo, and a growing number of others.
There are other companies that are important in different areas of the market. Some of them are industry giants. There are also smaller competitors trying to carve a niche in the growing market.
US Cellular, Shabodi, Betacom, HPE, Juniper Networks in Private Wireless
Important players in this private wireless space include Betacom, US Cellular, Shabodi, HPE acquiring Juniper Networks, Celona, Globalstar, Federated Wireless, Cisco, Nokia, Intel, Samsung, and more. Continuing.
Wireless carriers such as AT&T, T-Mobile and Verizon say they are aggressively moving into this space. Some go further than others.
In fact, some companies are actively working in this direction, while others simply use private wireless as a keyword to be found and considered in searches.
We will see more partnerships and acquisitions in the private wireless space.
I think we will see more and more of these companies joining forces and cooperating in the future. Large companies may also acquire smaller companies. That’s because acquiring smaller, more committed competitors is an easy way for major companies to accelerate progress.
Being acquired by or partnering with a large company can provide smaller competitors with the cash they need to stay afloat during this major transition.
This is important to understand because investors and workers are always looking for new growth opportunities. And starting a new field takes time and money.
The wave of growth is always moving forward. Either you continue to ride this changing wave of growth, or it moves forward without you.
Right now, private wireless is confusing. We need to clean up that act. We need a common, simpler language so customers can better understand, compare and choose.
Wireless analysts expect growth in AI, private wireless and FWA
Please take my word for it. We are now entering an exciting next generation of the wireless industry.
I have witnessed growth and change as a wireless industry analyst for over 35 years. That being said, there have been several moments when wireless has made breakthroughs. Accelerate to the next level and grow explosively.
· One example was when networks transitioned from analog to digital in the 1990s.
· The other was when the iPhone and Android entered rapidly, disrupting the industry and pushing back previous leaders like Motorola and Blackberry.
· The other is when apps explode and become popular.
· The other is when speeds increase and new services like Uber and Lyft, online banking, and watching TV on your phone become possible.
All these steps have sparked a new wave of growth and taken the wireless industry to the next level.
And it’s happening again today.
AI, Private Wireless, and FWA represent the next big step in wireless
We believe we are now witnessing the beginning of the next chapter in wireless history. With advanced new technology, the next big step is happening right now.
AI is growing rapidly and represents the next big step in the evolution of wireless. Additionally, other technologies such as private wireless and his FWA are also rapidly growing areas.
We’ve seen this same wave of growth in the wireless industry many times over the past few decades. All hot new technologies have a lifespan. Some are short, some are long.
Telephones and cable TV are failing and being replaced
Therefore, all competitors must generate multiple waves of growth so that even if one company starts to slow down, it can continue to show growth in others.
For example, companies like Blackberry and Motorola were leaders in the mobile device space, but were quickly supplanted by the iPhone and Android.
Additionally, industries such as telephones and cable TV have been growing for decades, but have since peaked in the past two decades, giving way to new services and competitors such as wireless, broadband, and streaming.
In fact, smaller cable TV competitors have already begun to move away from cable TV altogether as users choose streaming competitors.
Now, as larger services decline, smaller competitors in the pay TV and IPTV space are growing.
Traditional growth is changing in the telecommunications industry. Traditional services reached their peak and are now in decline. They are being replaced by new technologies and challenges.
That’s why it’s so important to understand how the industry will be reshaped in the future. Some areas are slowing down, while others are full of potential for growth.
In short, competitors must either continue riding the wave of growth or be left behind.
