Sunday, November 18, 2018

U.S. Mobile Market Growing More Unstable?

There have been times of stability in the U.S. mobile market, but now appears not to be such a time. Comcast and Charter are entering the mobility business, and eventually will assume more prominent roles, even if concentrating initially only on adding value for existing customers.

T-Mobile and Sprint expect their merger to be approved, a move that would, by some estimates, displace AT&T as the second-largest U.S. mobile services provider, by subscribers.

Yet to be determined is the impact of 5G fixed wireless networks that aim to take internet access share from fixed network suppliers.

Dish Network seems committed to building first a wholesale internet of things network, followed by a possibly-wholesale-oriented 5G network, which would allow any number of app, transaction or device suppliers to entertain the notion of launching their own specialized networks.

Longer term, multiple low earth orbit satellite constellations will launch, several of which seem well suited to providing connectivity in highly-rural areas, competing both with fixed and mobile service providers.  



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