The 6G Podcast by Moor Insights & Strategy

Anshel Sag and Mike Dano
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Sep 4, 2021 • 26min

The G2 on 5G Podcast - Episode 65 – September 4th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Will’s observations and insights from the live Big 5G Event 20212. Midband battles continue, AT&T pushes FCC to limit T-Mobile’s holdings3. Nokia and Ericsson pump the Open RAN brakes - what does it all mean?4. AT&T 3G Sunset still going forward, necessary for making more of its low-band 850 MHz available.5. Bharti Airtel plans to raise ~$3B through an equity transaction to prepare for upcoming 5G spectrum auctions - what are the longer-term ramifications?6. Deutsche Telekom and Vodafone partner with BMW to bring 5G to cars with eSIM
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Aug 27, 2021 • 21min

The G2 on 5G Podcast - Episode 64 – August 27th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T and Cisco announce a partnership supporting 5G IoT - what are the implications and use cases?2. GSA Report - 176 Mobile Carriers have deployed 5G in 72 countries3. China’s 5G rollout slows in the first half of 2021 - what’s to blame? 4. Is India’s DoT Slowing 5G with too much regulation with its 5Gi push? Is LMLC worth possibly increasing the cost of equipment? Wouldn’t freeing up more low-band spectrum make more sense?5. The South Korean government plans to incubate nearly 2,000 5G service-oriented companies over the next 5 years - could this extend the region’s 5G leadership?6. LG 6G Terahertz Trial & Samsung announces investment of $200B over 3 years into chips, biotech and 6G. 155 to 175 GHz Band across 100M/300 Feet trial.
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Aug 20, 2021 • 21min

The G2 on 5G Podcast - Episode 63 – August 20th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Dish casts out bold timelines for its 5G network deployment - will it deliver?2. AT&T 5G News: Automotive GM Deal in 2023, University of Tennessee mmWave Test Bed for AR & VR and FirstNet 5G expands to 10 more cities3. Rakuten losses soar as it blames 4G and 5G base station investments - is this reality given the operator’s embracement of Open RAN?4. Renewed concerns regarding CBAND spectrum interference with airplane altimeters, how does this impact Verizon and AT&T’s rollout?5. KT points to growing 5G adoption for its recent Q2 double digit growth - are discrete services fueling its momentum?6. Qualcomm RB5 5G Drone Platform
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Aug 6, 2021 • 24min

The G2 on 5G Podcast - Episode 62 – August 6th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Rakuten announces its intent to acquire Open RAN player Altiostar - is it a smart move?2. T-Mobile Makes New 5G Use Cases Real With Sarcos Robotics and Fisk University’s VR Cadaver Lab powered by Victory XR and HTC Vive with 5G3. Huawei invests $100M in Asian Pacific startups - could it be a diversification strategy on the heels of its recent earnings dip?4. Google Announces Tensor SoC for Pixel, dropping Qualcomm but no mention of 5G or who might supply modems?5. Will’s recap of his conversation this week with OnGo Alliance/ CBRS6. International 5G Update: Chinese Operators have deployed 961,000 5G base stations and 365 million 5G-connected devices (22.8%), South Korea hits 16.48 million 5G subscribers or 23% total market penetration
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Jul 30, 2021 • 24min

The G2 on 5G Podcast - Episode 61 – July 30th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia announces 2Q earnings - have they turned the 5G ship around?2. Whitehouse Infrastructure Deal, $65 billion agreed to for broadband3. Samsung Networks and Verizon trial a fully virtualized 5G session using MIMO over C-band - can it help accelerate the operator's mid-band spectrum deployment?4. Qualcomm & Apple Earnings, how 5G devices affect that5. Vodafone UK pegs the private 5G networking opportunity at ~6B pound sterling in the U.K by 2030 - is it a realistic prediction? 6. Huawei P50 Series uses Qualcomm’s Snapdragon 888, but no 5G
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Jul 23, 2021 • 26min

The G2 on 5G Podcast - Episode 60 – July 23rd 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Spain nets a billion euros in recent 5G low band spectrum auction - was it a success?2. Apple iPhone SE 3rd generation might come with 5G in 2022? Does this really mean it could launch its own 5G network?3. AT&T, Verizon earnings recap - T-Mobile preview4. Open Signal – European 5G Smartphone Speed Race Results5. AT&T and Dish strike $5B MVNO deal - what happened with T-Mobile?6. Intel and TSMC expect chip shortage to continue into 2023, we explain why
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Jul 16, 2021 • 24min

The G2 on 5G Podcast - Episode 59 – July 16th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Samsung Networks helps Korea Telecom deploy the first commercial Standalone 5G network in South Korea - what does it mean for new service delivery?2. Verizon Expands 5G FWA business offering to 42 cities, up from 24 and offers up to $1,500 for early terminations and 10-year contracts3. AT&T 5G Event in New York this week - Will recaps his insights4. T-Mobile keeps 5G coverage and speed crown, according to OpenSignal5. Ericsson signs an expanded multi-year $8B+ agreement to build out Verizon C-Band spectrum assets along with mmWave - can it help accelerate the carrier's 5G mid band deployment?6. Samsung and GBL Deploy 5G testbeds for US DoD for AR & VR Training
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Jul 9, 2021 • 20min

The G2 on 5G Podcast - Episode 58 – July 9th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. T-Mobile and Halo partner to deliver 5G remote piloted cars - is this the killer use case we’ve been waiting for?2. AT&T, Samsung and Qualcomm help launch UT’s 6G Research Center3. AT&T and Google Cloud announce edge tie up - can the third place hyperscaler step up?4. 5G Services are available in 1,662 cities across 65 countries according to Viavi’s latest 5G report5. Huawei plans to get into semiconductor fabrication - can it scale quickly enough to support its 5G needs for infrastructure and devices?6. T-Mobile gears up for ASG with MLB AR App and 5G Player PoV Cameras
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Jul 2, 2021 • 25min

The G2 on 5G Podcast - Episode 57 – July 2nd 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. AT&T announces that it will move its 5G mobile network to the Azure for Operators cloud - is it a wise move?2. New 5G Chipsets - Qualcomm Snapdragon 888+ and 2nd Gen 5G RAN Small Cell FSM200xx Platform - Marvell Octeon 10 DPU with ARM Neoverse N2 CPU Cores and Custom ML Engine3. Ericsson and Google partner for edge enablement - can it help accelerate Google from laggard to leader?4. Elon Musk Speaks at MWC 2021 - Says Starlink is complementary to 5G and Fiber and designed to reach the last 3% and 5%5. Telefonica speaks harshly about EU operator regulations - are they on the mark?6. Deutsche Telekom and Ericsson Demonstrate 5G Network Slicing with VR in lab trial and NVIDIA CloudXR 3.0
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Jun 25, 2021 • 18min

The G2 on 5G Podcast - Episode 56 – June 25th 2021

In this episode of The G2 on 5G, Anshel and Will Cover:1. Nokia refreshes its AirScale 5G RAN portfolio - can it better compete with Ericsson and Samsung Networks?2. Samsung Announces New 5G Chipsets & RFICs for Infrastructure at Samsung Networks: Redefined 20213. RootMetrics identifies South Korea as a leader in 5G deployment - what’s the advantage for the country and its operators?4. China Mobile Adds 16.65 million 5G Subscribers in May, up to 221.95 million 5G subs and up from 55.60 million a year ago. China Mobile’s current user base is 942.8 million5. TMobile sells 5Gin and 5Ginger beer - random gimmick or marketing genius?6. South Korea Eyes First 6G Network in 2028

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