Description
Published October 9, 2020. 30 pages
The priority of Verizon’s 5G strategy has never been based on the false, industry-wide narrative of offering its subscribers any unique applications broadly, but more simply on its intense concern of running out of adequate wireless capacity in general, resulting from the burgeoning data requirements of its present and near-term customers – in short, ensuring its sheer survivability is the 5G business case. In fact, fibeReality strongly asserts that T-Mobile, making coverage and penetration its priority, resulting in limited differentiation from 4G smartphones — while ignoring the critical investments necessary in its mmWave spectrum, is akin to putting the cart before the horse. More recently, Verizon has been forced to become more cautious and tentative than usual with its 5G mmWave buildout not only based on the Covid-19 outbreak, but because of the unexpected expenses and of the additional time necessary to deal with technical difficulties. Consequently, for equipment vendors up and down the food chain, which were depending on purchases in a more significant way a lot sooner, the stakes will become greater with noticeably smaller opportunities in the short term.
The report addresses the following matters:
- wireless CAPEX projections
- strengths and weaknesses of major suppliers
- Verizon Wireless’ competitive advantages/disadvantages
- mmWave penetration levels
- impact of Verizon’s traditional culture and new shifts
- possible Verizon exit game plan
- enterprise vs residential/consumer applications
- Covid-19 consequences
- 5G budgetary shocks
- architectural considerations
- effects of DSS and carrier aggregation
- future technological direction of NG-PON2
- modeling of large business apps
- extent of truly private 5G opportunities
- evaluations of Amazon and Boingo
- third-party partnerships
- BlueJeans acquisition
- importance of tier-2 cities
- 5G health concerns
