The G2 on 5G Podcast – 2023 Wrap Up – Satcom, FWA, Open RAN, Ericsson and Nokia, AI and 5G and 6G

In this 174th episode of The G2 on 5G, we cover:1. The SatCom space race heats up - can we call a winner?· Verizon and Kuiper· T-Mobile and SpaceX· AT&T and AST SpaceMobile· Rogers and Lynk· Amazon Project Kuiper, Sateliot and others 2. Fixed Wireless - The true first killer app for 5G, how much runway is left?· Verizon and T-Mobile keeping speeds high· A plethora of operators are rolling it out globally· Jio’s plan to address 200M users3. Open RAN - boom or bust? · Rakuten Symphony· NTT DoCoMo OREX· AT&T and Ericsson4. What’s going on with Ericsson and Nokia? Are we seeing a transition of spending away from the RAN and toward the core for Standalone?· Both companies have missed on earnings almost every quarter this year; Ericsson’s AT&T deal was the first meaningful jump in the stock’s price in a long time.· Both are $26 billion revenue companies with $20 billion market caps· What might reverse these companies’ fortunes?· What about Samsung?5. Did AI move the needle within telecom and 5G?· AT&T and NVIDIA· Broader improvement opportunities in security and resilience6. Should we start thinking about 6G now or wait for 5G to shake out?· The research cycle is usually ten years· What exactly makes 6G so different from 5G at this point?