U.S. wireless carriers have made significant strides in rolling out 5G services across major cities, but all are on different paces using varying spectrum strategies to reach both consumers and business end-users. According to a recent article on SDxCentral, "Earlier this month, T-Mobile US leapfrogged all of its competitors with a nationwide 5G network running on 600 MHz spectrum. The operator’s low-band 5G network covers about 200 million people, or about 61% of the total population, spanning a geographic range of more than 1 million square miles." They also share that AT&T will reach part of 30 cities by early 2020 with AT&T confusing some in the industry by using the term “5G E” brand in select cities, while using “5G” brand for 5G running over low-band spectrum, and “5G+” for those running on mmWave spectrum. Verizon recently announced reaching 30 cities and 14 NFL stadiums by the end of this year. Lastly, Sprint started out 2019 with a strong leading roll-out of 5G but is expected to end the year covering roughly 11 million people. Also, U.S. Cellular shares it will launch 5G service in Q1 of 2020.

Meanwhile, a recent survey conducted by Compass Intelligence shows roughly 49% of those 4K+ wireless end-users surveyed across the U.S. believe 5G is available within their city or town, with 15% planning on purchasing a 5G enabled smartphones or devices in 2020. As consumers plan upgrades, phone replacements, and trade-ins on their smartphones, it only makes sense to make sure your device is 5G ready or enabled. Most wireless end-users, 88% of the 4,351 surveyed, believe 5G will be faster than 4G or LTE, with 31% believing 5G will be much more than just a faster or speed upgrade when compared to 4G or LTE services. Wireless carriers have not really been effective at communicating what these other advantages are to consumers at this stage, as most of the marketing and communication has been about the coming advantages to business solutions yet consumers will see brand new customer experiences with 5G like they have not seen in the past.

As for now, experiences within venues like airports, stadiums and event venues, shopping/retail, and engaging within a city has the potential to offer brand new real-time and personalized experiences. Many ideas have been shared at a high-level, but think about seamless buying and shopping catered to your needs and wants with better location, routing, checkout, and service. Within a city, interacting with public transportation or city services may be enhanced as 5G brings speeds that better leverage video, virtual reality (think 3D virtual city tours or interactive Uber ride experiences), and immersive experiences.

Stay tuned next week to the latest in plans to switch carriers ...survey research rocks!

This holiday season and the heightened economy has given rise to purchasing and this holiday season saw a spike in spending overall. According to recent tracking, "Retailers have much to cheer about this holiday season. According to Mastercard SpendingPulseTM, holiday retail sales increased 3.4 percent (ex auto) with online sales growing 18.8 percent compared to 2018." Online purchasing of electronic devices have also seen promising results including Black Friday, Cyber Monday, and overall Christmas shopping. Consumers are spending and this provided opportunities for those selling smartphones, tablets, and computing devices.

Compass Intelligence recently completed a survey with over four-thousand wireless end-users (4,351) and dove into a number of topics including planned purchases, perceptions of 5G, current ownership of devices, payment structures, and other related wireless services including insurance, prepaid, and leasing. This survey highlight included a snapshot of plans to purchase for smartphones, tablets, and computing devices. As shown, below is a roundup of purchasing plans for the next 3 to 4 months:

• 17% plan on purchasing the new iPhone by Apple (smartphone)
• 14% plan on purchasing a Samsung smartphone
• 14% plan on purchasing a tablet device, while
• 20% plan on purchasing a laptop of computer system

As wireless manufacturers, retailers, and other channels think through the buying season, it is also important to think about overall marketing, outreach, and positioning. More than half (53%) use their personal phones for business purposes, meaning the super-consumer focused marketing and messaging may be lacking. Marketing strategies should emphasize the ease, flexibility, security, and functionality to get work done, conduct business activities, and work from anywhere...and yes this means to your consumer users as well. More survey results will be shown prior to CES, and for full survey access, contact Compass today!

Note: Online survey conducted in late November 2019 with 4,351  (18 and older) wireless end-users in the United States.

The Basics of 5G
As 5G networks are being launched in select cities, the industry is embracing new changes compared to 4G/LTE speeds. 5G brings the dawn of a new era where we connect machines, objects, people, cars, and more. The 5G infrastructure market brings new opportunities and potential applications that we have yet to unveil, and the industry is bracing for speeds that bring mass IoT to fruition, low latency critical communications that is ultra-reliable, and enhanced mobile broadband. Fixed wireless also becomes more of a reality across the nation, as 5G brings speeds that are expected to directly compete with cable and other high-speed Internet services.
 
At this stage we are at the cusp of exploring new use cases, hard-hitting applications, and new device roll-out (smartphones launching middle of 2019 and some hotspot devices). Even more important is what this means to businesses, consumers, and even government customers. Businesses are expected to leverage 5G for industrial and supply chain automation, connected vehicle enhancements, massive 5G IoT enabled sensor networks and systems, and much more. Consumers will experience new entertainment experiences on their phones, cars, and in the home that bring speeds we have yet to experience, and content that bring new levels of entertainment. Governments will leverage 5G for critical communications, smart city applications, and new city services. The opportunities are endless and the market is prime to engage, learn, and explore what 5G brings to the world.

The Basics of The Edge
Edge computing is an explosive topic for the tech industry, as we push intelligence to network end-points and devices as opposed to pushing data to the core/centralized cloud or to a remote server/datacenter. Chipset technologies have advanced where data analytics and decisions are being made at the equipment or device for critical decision making, business process improvement, and important action enablement. Edge computing combined with Internet of Things, brings simplification and new possibilities for immediate and real-time decision making for things like fleet management, asset tracking, supply chain management, advance manufacturing, building management, and improvements to smart cities.
 
Additional technologies such as artificial intelligence (AI) and machine learning solutions elevate automatic decision-making and are further executed to bring automation to new levels for businesses and government. Edge computing coupled with the convergence of AI and IoT (AIoT) will lead to “thinking” networks and systems that are becoming increasingly more capable of solving a wide range of problems across a diverse number of industry verticals. Additional benefits anticipated include creation of new customer experiences and improved consumer applications such as within the entertainment industry.

RELATED RESEARCH:
5G Research Reports
Edge Computing Research Reports

By Stephanie Atkinson, CEO CompassIntel/Chair IoT6
www.5gamericas.org | @5GAmericas

Last week was the annual 5G Americas annual Analyst Forum held in Dallas, Texas. The event was kicked off by the Chairman and CTO of T-Mobile US, Neville Ray (@NevilleRay). Just a few highlights to start off with regarding Neville's keynote, which clearly showcased the global and nationwide competitive angle 5G is being championed for and towards (also heard at MWCA in LA). 

• 5G revolves around 3 primary pillars: Enhanced Mobile Broadband (MBB or eMBB), Massive Internet of Things (IoT), and Low Latency Critical Communications (ultra-reliable) per Ray
• 5G Use Cases: High Def video, AR/VR, Fixed Wireless, Asset/Fleet Tracking and Monitoring, Alerting, Connected and Autonomous Vehicle, Factory/Remote Operations, eHealth and other automation applications
• 5G requires spectrum across all bands - low band (Massive IoT), mid-band, and mmWave (millimeter wave-spectrum between 30 gigahertz (Ghz) and 300 Ghz)
• 5G Carrier (T-Mobile, AT&T, Verizon, and Sprint) strategies and approaches vary (see depiction below)

ARTIFICIAL INTELLIGENCE AND 5G
One of the first sessions I sat in on was focused around the impact of Artificial Intelligence (AI) to 5G and future growth in IoT. Ericsson is utilizing AI tools and software to improve their radio access network (RAN) specific to configuration and optimization, while Samsung mentioned heavily investing (see Softbank news on AI investments) in AI at the cloud level to support in new customer experiences (cX) and improve video content services (noted example of having video content follow users). Cisco's perspective was a bit different as they are looking at AI to support in new learning algorithms (inference and information theory) around operations, as well as using AI tools and software for social impact initiatives. Lastly, Sprint mentioned leveraging AI to improve data quality, enhance machine learning tools, generating automatic code, and simplifying for categorization (think automated text categorization, read more here). Sprint also mentioned there may be a challenge with the human input and training is an issue.

5G AND ENTERPRISE IoT
On the low band, 5G is expected to support in scaling massive IoT, specific to low latency connected and sensor solutions, specific to industrial, infrastructure, operations, and even smart cities. The use cases revolve around asset tracking and monitoring, fleet tracking and monitoring, some transportation and container tracking, and applications specific to agriculture, factory automation/manufacturing (mass production), and others.

DEVICE ECOSYSTEM
Enhanced Mobile Broadband (eMBB) has been a focus for companies like AT&T, as they made announcements this year. As shown earlier, the carriers all have different approaches to device roll-out, yet 5G smartphones is not expected until mid-2019. On another note, there are some upcoming changes to 5G devices and antenna placement. Devices may have 3 to 4 mmWave antennas as part of 5G enhancements, and this will help to manage hand cover up issues from a user experience perspective. Qualcomm mentioned that some devices still have 2G, and that the OEMs they work with are choosing what bands to include in the devices. The 3G to 4G shift was more concentrated around power management, while that will not be as much of an issue for the shift from 4G to 5G. New RF modules will be an area of focus for 5G devices. This session had participants from Qualcomm, Samsung, and Sprint.

5G, MORE USE CASES
Focusing beyond MBB, the industry participants mentioned we need to look above and beyond broadband and smartphone devices. Sprint is focused around the mid-band, so 5G smartphones is key to their 5G strategy. Sprint is currently looking at the partnership model for 5G use cases. The foundational use cases are centered around mobility and fixed wireless. Many are in the exploratory stage from an ecosystem perspective and are seeking support from partners, research analysts, advisors, and customers. Carriers will be seeking use cases to better monetize traffic, as current smartphone revenues and the growth trajectory remains fairly stable or flat. Consumer is behind overall, and Enterprise is leading in 5G use cases at this time. Smart cities is an area to explore as well, and CityBrain (by Alibaba) was mentioned as a good use case to explore in terms of true ROI.

MY TWO CENTS

• 5G being used as a case for the Sprint/T-Mobile merger approval
• 5G global competition is fierce, but China is expected to win...this does not mean we stop competing, but it may mean we stop thinking global competition and we focus on city/local competition
• 5G is being used by cities as a competitive and economic differentiator, so core use cases and applications may be an opportunity for cities/communities and civic applications
• 5G is coming fast, but let's focus on LTE progress as customers are expecting good connectivity experiences today
• 5G Americas is succeeding in bringing the industry together to advance 5G and future revenue plans

Related 5G Research and Reports:
5G Optimization: Mobile Edge Computing and Network Slicing 2018 – 2023
Voice over 5G (Vo5G) Market 
5G Security Market: Technologies, Solutions, and Market Outlook 2018 - 2023