Realme 5G down to $145 ** 80M 5G subscribers in Q2, 100M August prove 5G is real.** 5G Worldwide: Saudi first, USA last** 5G Phones $199-260
China is > 70% of 5G as subs pass 80M ** Primary: Cost per bit of wireless is falling at a ferocious rate
5X Advance for Africa with Massive MIMO ** Spectrum Marvell: 5 nm 20-40% better ** $400 TCL REVLL 5G at T-Mobile: Here comes 5G in the USA
$Hundreds of millions in extra chip costs prove Open-RAN not quite ready
So cheap, all of cable will go DOCSIS 3.1. DOCSIS 3.1 is designed to do a gig up and down, but only the downstream is widely deployed. Gig downstream cable is deploying rapidly, with Comcast and Cox expecting to cover 50% of the U.S. in the next 24 months. Until now, cable upstream doesn't match fiber or G.fast, running 20-35 meg at best. Upstream DOCSIS 3.1 is not yet deployed anywhere, although Comcast has announced they will begin in 2017. Others will wait for full duplex. Vodafone in Spain now has promised a gig across their entire network by the end of 2018, including upstream.
Until now, cable upstream doesn't match fiber or G.fast, running 20-35 meg at best. Upstream DOCSIS 3.1 is not yet deployed anywhere, although Comcast has announced they will begin in 2017. Others will wait for full duplex. Vodafone in Spain now has promised a gig across their entire network by the end of 2018, including upstream. I wouldn't be surprised if the pr is running ahead of the likely deployment and that the upstream is a little later.
Vodafone Spain is built around the former ONO, purchased by Voda in 2014 for €7.2 billion. It has 2.1M cable customers while passing 9.5M.
The $50/customer cost is based on the $100M Huawei deal/2M; it also covers the homes who haven't connected, effectively lowering the cost. Note that the new modem is not included.
Early in the history of DOCSIS 3.0, Mike Fries of Liberty Global told the Times the upgrade cost was $20/home, even less than I had heard. (Plus new modem) The low cost made it easy to predict all the major cablecos would move quickly to 3.0. They did.
Downstream was available before upstream. We're seeing that in 3.1 as well, with just about every cableco in the U.S. and Europe moving ahead.
I think LGI's cost was particularly low because Balin Nair had the foresight to plan ahead in his earlier capital spending and that others spent somewhat more. I suspect similar is true today; other cablecos face a higher or lower cost. But nearly all cablecos will soon upgrade at least to 3.1 downstream.
Some cablecos intend to wait for the full duplex technology being defined at CableLabs. That uses intense noise cancellation that allows using the same spectrum for upstream and down. That's potentially even faster: DOCSIS 3.1 is defined up to 5-10 gigabits, although nowhere deployed at more than 1 gig to the customer. Full duplex works in the labs on wireless and DSL; Kumu Networks is doing wireless field trials with Telecom Italia and hinting they are close to a major announcement.
Vodafone Spain will update its HFC Network and offer customers symmetrical speeds of more than 1GBPS
Change network architecture and deployment of Docsis 3.1
The network upgrade brings to Vodafone's customers a faster data service, as well as the possibility of adding new channels to Vodafone TV including all 4K capacity.
This design offers the following advantages:
The update of the network has already begun in the main cities and will be extended to the whole territory during the next 24 months.
Vodafone Spain is part of Vodafone Group, one of the largest telecommunications companies over the world by revenue and provides voice, messaging, data and fixed communications. Vodafone provides mobile services in 26 countries - and has agreements with 49 others - and fixed broadband services in 17 countries. As of September 30, 2016, Vodafone has more than 470 million mobile customers and 14 million fixed broadband customers. Vodafone Spain's 14,500,000 mobile customers and the 3.063.000 fixed broadband customers benefit from the experience and capacity of this world-leading company, which helps its Customers - individuals, businesses and communities - to be better connected. More information www.vodafone.es