Kyung Mun

Apple has been slowly pushing network operators aside in its direct-to-consumer businesses (e.g., no carrier logos on its phones, eSIM, etc). Apple's $450M investment in a satellite venture is another example. We will be publishing a report on Satellite Broadband next year.

Here is our view (mobile-experts.net/reports/p/fixe…) of a fixed-mobile converged network core being explored at Charter (lightreading.com/cable-tech/cha…?)

Closing the 'digital divide' will require all assets, Fiber and FWA - using licensed and unlicensed spectrum assets.

my thoughts on innovations at the edge and private 5G...fiercewireless.com/private-wirele…

our latest report on Private LTE/5G networking mobile-experts.net/Home/Report/21…. innovations often occur in fringes as it isn't 'too big to fail'... these 'bite-size' networks are proven grounds for lots of innovations happening in the market - MEC, open vRAN, (insert your acronym)

Exclusivity has a price. ~$70B in C-band as of today. fiercewireless.com/tech/different…