Frank Rayal
@frankrayal
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Helping tech investors with technical and commercial due diligence; Making sense of high tech; Filtering out the noise and hype...
Toronto, Canada
Joined June 2009
We reviewed the physics and did the math, so no speculation on this topic! https://t.co/VUlPu8sZyO
#NTN #5G #6G #Starlink
@xonapartners
sdxcentral.com
But still sees an IoT opportunity
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The mobile capex spend is deeper and will last longer than analysts’ estimates. Chip exits signals reaching a bottom, but this time will take much longer to recover. https://t.co/CZdlX5YzDB
#5G #6G @xonapartners
sdxcentral.com
A case of wham, bam, thank you GaN as chip firm decries low uptake
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Europe taking a step closer to allocate upper 6 GHz spectrum for mobile services: https://t.co/wccsjA5UMO
#6G #spectrum
mobileworldlive.com
The GSMA welcomed RSPG guidance over 6GHz spectrum allocations for mobile services, predicting big things for 6G.
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Cloud players keep failing in telecom. Microsoft exited first, now AWS shuts down its Private Wireless Network service which was ridiculously priced. https://t.co/HnZ0n8J6O3
#5G #telecoms #AWS
lightreading.com
Hyperscale giant AWS is no longer selling the private 5G offering it first announced in 2021. But the company continues to offer private wireless options from its carrier partners.
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The upper-middle band is poised to be the focal point for #6G spectrum, offering ample capacity and coverage comparable to mid-band. However, power consumption presents a significant challenge. Should this influence #spectrum valuations? See: https://t.co/EHCB1Y1tTJ
@xonapartners
frankrayal.com
We examine the key elements shaping the value of 6G spectrum, focusing on emerging frequency bands and evolving deployment models.
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The #6G vision emphasizes simplicity and evolution, helping operators manage costs and avoid #5G's 'over-flexibility' pitfalls. Revenue-driven applications remain a focus, but financial practicality guides the approach to future connectivity. Learn more:
frankrayal.com
Simplicity to drive 6G: correcting 5G’s complexities, enabling cost control, and prioritizing practical advancements.
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Starlink’s meteoric rise to 5 million subscribers in just over 4 years came at the expense of more than just broadband GEO service providers. For full article: https://t.co/BbstQWSWdr
#Starlink #SatelliteTech #5G #Innovation
frankrayal.com
Explore Starlink's rapid growth and success, disrupting traditional satellite and FWA markets with compelling numbers and insights.
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Rising geopolitical tensions spotlight the urgency of resiliency in subsea cables. My latest post: https://t.co/Rby6Xgucq8
#SubseaCables #Connectivity #Broadband #Resiliency
frankrayal.com
Geopolitical tensions highlight subsea cable resiliency. With cloud service providers leading the industry, AI promises rapid developments.
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mmWave was once seen as 5G's future but now faces scrutiny over its true value and practicality. Market dynamics fuelled expectations—and valuations—that it couldn’t meet. There's much to learn from this chapter in telecom history. #5G #mmWave
https://t.co/7mvuhXe94A
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In the direct-to-device #satellite race, the debate on power flux density limit highlights the competitive landscape pitting market-leading #SpaceX against #AST and its MNO partners AT&T & Verizon. For what’s at stake, see: https://t.co/3ollou4I3d
#5G #SatelliteToCell #telecom
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Overcoming long distances and signal interference are key to the performance and viability of D2D satellite constellations. Different strategies are employed to shape the success of these services. See: https://t.co/qE19bu7TlB
#5G #D2D #Satcom #Tech #Connectivity @xonapartners
frankrayal.com
Range and interference are key challenges in D2D satellite communications, with varied solutions across constellations.
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Canada's MVNO policy allows regional wireless players to expand nationally, but shuts out 3rd party players. With infra build requirements and 7 yr term limit, will the policy succeed in increasing competition? See https://t.co/ZzxXSlX8VH
#Telecom #MVNO #Canada #5G @xonapartners
frankrayal.com
Canada's MVNO policy may appear to advance competition, but the policy's challenges will limit its market impact.
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Mobile infrastructure capex: permanent weakening or short-term decline? Five industry trends point to a prolonged downturn. Read more here: https://t.co/s2pBnSElXK
#telecom #5G #6G #wireless #technology #IndustryInsights #economictrends @xonapartners
frankrayal.com
Mobile infrastructure CAPEX has declined significantly. There are five reasons why this could indicate a permanent weakening in spending.
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The #FCC's new CBRS 2.0 rules reduce interference restrictions, expanding unencumbered spectrum access. This change will benefit #GAA users near coastal areas and federal facilities. For details and #CBRS market update: https://t.co/JIHSZvVtBr
#Wireless #5G @xonapartners
frankrayal.com
The relaxation of interference rules in CBRS 2.0 will have a limited impact on current deployments but will benefit future GAA expansions.
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From emergency services to industry verticals, 5G is set to revolutionize positioning and location services with higher accuracy and lower latency. for details: https://t.co/gan3voQczw
#5G #GPS #Technology @xonapartners
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What are the new frequency spectrum allocations to support the next generation of mobile services? Find out at: https://t.co/B7UcZIeNw6
#5G #6G #Connectivity #SpectrumAllocation @xonapartners
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Exploring new horizons in active mobile infrastructure sharing! Discover the opportunities and benefits in our latest industry Insight Note. Read more: https://t.co/iRSrUYQtMw
#Telecom #InfrastructureSharing #MobileNetworks #5G @xonapartners
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How will USCellular adapt its spectrum strategy after T-Mobile's acquisition? Insights into future plans and market impacts. Read more: https://t.co/3FXXfMMofV
#USCellular #TMobile #SpectrumStrategy #Telecom #5G
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Many license remained unsold from previous 3500/3800 MHz spectrum auctions; some in major cities. #ISED #5G #Wireless @xonapartners
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Announcements from ITU-R and #3GPP suggest meaningful #6G deployments would begin around 2031. @xonapartners #5G #technology
https://t.co/iIM7jvy2ml
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