Say hello to the round fellow with a beard. We start at Huawei's Ultra Broadband Forum, Hangzhou, October18-19, which will feature top executives from telcos around the world. Then to Berlin for Adtran's Press and Analyst event October 23, the Broadband Forum's Access Summit October 24, and the Informa Broadband World Forum on the 25th and 26th.

The Broadband Forum's Las Vegas Access Summit will be on the 29th followed by Calix Connections. Home to New York for a while, then I hope to attend Huawei's London Mobile Broadband Forum on Nov 15 & 16. The 2016 Huawei Mobile in Tokyo was one of the two best mobile events of the year. 

These are all strong events, worth the cost and travel. I'd love to share a coffee or a drink with readers and capture your news with Jennie's camera.

Huawei's Ultra Broadband Forum in Hangzhou will feature top executives from half a dozen of the world's most innovative telcos. Huawei is now larger than Ericsson and Nokia combined; They bring it all to their events, making them special. Huawei brings their top experts, who have been very open about what they are developing and what's coming. It's working well for them, as you can tell from the quality of the reporting that results. We hope to spend a few days before in Shanghai, again delighted to meet readers.

Adtran's press and analyst events are very valuable because they open the kimono and give a very strong preview of what will be. Adtran comes from Werner von Braun's town, Huntsville Alabama, and until recently seemed to be treating information like military secrets. Tom Stanton has changed that; they now answer just about any reasonable question while occasionally hiding the secret sauce. (What is the low cost laser breakthrough for the NG-PON2?) Not long ago, nearly all Adtran's customers were U.S. telcos. They are now supplying DSLAMs to Deutsche Telekom and nbn Australia and have some major cable customers to announce.

Tom Starr of AT&T and Trevor Linney of BT headline the Broadband Forum on October 24th. Decades ago, Tom was a founder of the Forum, first known as the ADSL Forum and continues to lead in standards.  Trevor leads the world's largest G.fast deployment and has the most reliable data. I've been briefed on what Rami Verbin of Sckipio will be announcing and it's exciting.

The Informa BBWF on the 25th and 26th is the largest "broadband" event of the year. The program will be the strongest in several years, featuring CTO Enrico Blanco of Telefonica and several of his peers. Informa events are "pay to play," requiring most companies to take sponsorships if they want to speak. Paying as much as $90,000 for a 30 minute slot, most speakers believe they are entitled to give a predictable sales pitch rather than addressing important industry issues. Many reporters avoid the speeches, therefore, instead scheduling appointments with the most interesting people there. I'll be doing a special issue the week before the show, picking out the likely highlights.    

Then off to a second Broadband Forum Base event, in Las Vegas on the 29th, The speaker list is being finalized, but I'll probably be on the program. It's organized the day before Calix's event, which will have a very large gathering of U.S. and Canadian telcos. Calix, like Adtran, is very open about their products so the event is a good chance to learn. 

Huawei's Tokyo Mobile event in 2016 was extraordinary. The Huawei folks provided serious insight and I spoke with the CTO or similar from carriers serving over two billion customers. (When you start with China Mobile, Vodafone, and NTT, the count rises quickly. In the ten months since, I don't think there's only been development in mobile that wasn't foreshadowed in Tokyo. Perhaps my most interesting discussion was with Safaricom about how to increase wireless capacity in Africa. Stanford Professor Paulraj told me in 2014 that Massive MIMO will enable a 10X or higher improvement in capacity where there are few landlines. Wireless caps in affordable plans in most of Africa are 2-10 gigabytes, not enough to watch even an hour od decent video a day. Massive MIMO and other advances are making caps of 50-150 gigabytes practical. Jennie paid 20 Euro ($24) in Paris for a mobile plan with a true 100 gigabyte cap this spring. 

Always happy to have a coffee or a drink with readers when we're in the same city.

Adtran, ASSIA, Calix, Huawei, and the G.fast Summit have paid my expenses to events this year. Thank you. None have asked for any inappropriate reporting in return, but they do have the opportunity to show off their best at events. That makes a difference: I wouldn't haven't written about Huawei's world's first 8 antenna MIMO deployment if I hadn't noticed a quiet demo at Huawei's event. Companies without a budget to cover this reporter's travel expenses, please reach out to me directly. Skype doesn't cost anything. Just remember I'm looking for news that goes beyond the usual press release stuff. 

 

Latest

April 18

“My three biggest customers are marching to 7 and 5 nanometers.” Lip-Bu Tan. Moore’s Law ain’t dead yet.

Eric Xu, current Huawei Chairman, said consumers would find no “material difference between 4G & 5G.” Dozens of top engineers agree the "5G Revolution" is hokum, including  DT CTO Bruno Jacobfeuerborn, FT/Orange SVP Arnaud Vamparys, and BT CEO Gavin Patterson.
     Politicians and marketers pushed b_______. What’s coming for 5-10 years is good for telco capacity but otherwise disappointing. Unfortunately. 
     On the other hand, mmWave & Massive MIMO are improving at a ferocious rate, advancing telco capacity enormously. Massive MIMO has made it practical to use 3.5 GHz frequencies, a second remarkable booster. The "5G Revolution" is dead; Long Live the real 5G and advanced wireless!
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U.S. attacks on Huawei and ZTE look to be an historic disaster.


China’s logical response is to invest to become independent of the U.S. They already have $100B on the table for memory chips and are rumored to add another $100B. Huawei/HiSilicon already holds their own against Qualcomm and everyone else in the world. 
    Zeng Xuezhong of Spreadtrum, world #3 mobile chipmaker, confirms: China will “speed up the chip R&D investment that is self-controlled and self-researched. We must never forget to make it bigger and stronger.”
     U.S. warships patrolling China’s seas inspire security fears. So does Trump’s threat to a country on China’s border."Military solutions are now fully in place, locked and loaded, [for] fire, fury and frankly power, the likes of which the world has never seen before.”
     China would be stupid not to have domestic capacity just in case. The Chinese leadership is not stupid.
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The year's best wireless conference is next week. Ted Rappaport, Sandeep Rangan and colleagues bring the world's best engineers to the Brooklyn 5G Conference Summit. This year, Paulraj, Onoe, Fettweis, Katabi, and their peers are coming. Do not miss the webcast, http://bit.ly/2HuOKqW .

April 10

A special report: Who Are The Three Billion? The Color Of The Net Has Changed http://bit.ly/netcolor
1/3rd wireless only, 2/3rds in Global South, 75% not native English speakers.