The Telecoms.com Podcast: Ericsson, MWC and 5G monetisation

The podders are delighted to welcome a special guest from Ericsson for the second straight week, an event commemorated by some laboured analogies from Scott. Christian Leon heads up the networks business in Europe and Latin America, so is a great person to discuss the current state of 5G, especially when it comes to monetisation. That leads naturally onto topics such as MWC, 5G hype, network exposure, and millimetre wave.


4 comments

  1. Avatar Gary 17/03/2023 @ 10:28 am

    Open RAN. You are trying too hard to find a business case/use case here. This solves a technical/regulatory barrier to entry for an as-yet-unknown new entrant.

    Say a new entrant revolutionises one component. Say Baseband. In the old world, they will get crushed cos they can’t interface to the rest of the RAN (it’s proprietary remember). The telco customer loses, the innovator loses and ultimately the end consumer loses. This is bad.

    In the new ORAN world, the telco can buy this revolutionary new baseband unit knowing it will play nicely with the radio units. The telco customer wins, the innovator wins and ultimately the end consumer wins. This is good.

    Now maybe this new entrant is gonna show up. Maybe not. But it costs so little to institute open standards that the correct answer is “let’s do it and see who shows up. The benefit is unlikely but could be huge.” Option value.

    • Scott Bicheno Scott Bicheno 17/03/2023 @ 4:41 pm

      Good points and if Open RAN performs as well as ‘closed’ RAN then what’s not to like?

  2. Avatar Pete 23/03/2023 @ 12:46 pm

    When talking about VR outside as a use case for 5G, I’ve noticed you guys often comment about how unrealistic that scenario is – that people who have got VR headsets on will naturally prefer the safety of indoors vs going outside. Even before I started listening to your pod this was my thinking as well. We were all wrong.

    A few weeks ago, a friend of mine got a VR headset for his kids, so naturally all his 40+ friends now regularly meet up to play games on it. One theme that always keeps coming up on our group chat is finding good places outside to use the VR. Some games are much more fun if you’re actually able to move around your space freely. To actually walk instead of just pushing down the button to walk. After getting into VR a bit most of those guys favor meeting up somewhere in a park, where there is a larger meadow or field where they can play without bumping into walls and furniture. I’ve watched this group naturally evolve from meeting 100% indoors to the point where 3 out of 4 meet-ups for VR gaming are now outside.

    One of the biggest differences between regular stationary gaming and VR is the amount of space VR needs. Once this becomes more popular, I see more affluent gamers having dedicated rooms or spaces in their homes for VR gaming and perhaps public parks setting aside safer spaces dedicated to VR gamers. In any case after seeing in action how VR is adapted by consumers, I no longer feel outside VR gaming is a far-fetched case.

    • Scott Bicheno Scott Bicheno 24/03/2023 @ 9:22 am

      Good perspective – thanks.

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