cover of episode The G2 on 5G Podcast - Episode 203: Nokia's 4G Spacesuits, Air Five's Hybrid 5G, Ericsson's Private Network Push, Google Pixel 9 Review, SK Telecom's AI Cloud, and China Mobile's 1 Billion Subscribers"

The G2 on 5G Podcast - Episode 203: Nokia's 4G Spacesuits, Air Five's Hybrid 5G, Ericsson's Private Network Push, Google Pixel 9 Review, SK Telecom's AI Cloud, and China Mobile's 1 Billion Subscribers"

2024/8/23
logo of podcast The G2 on 5G Podcast by Moor Insights & Strategy

The G2 on 5G Podcast by Moor Insights & Strategy

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A
Anshel Sag
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Will Townsend
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Will Townsend: 诺基亚将在阿耳忒弥斯3号登月任务中为宇航服配备4G连接,这将提高宇航员的工作效率,并允许宇航员使用头盔安装的摄像机进行实时传输。这体现了蜂窝连接的能力和潜力。虽然不是5G,但LTE技术也能完成大部分工作。 爱立信在私人网络市场拥有巨大机遇,与Cradlepoint的合作将进一步提升其市场地位。他们将共同开发面向大型企业和复杂网络部署的解决方案,并利用Cradlepoint服务中端市场。这将加速爱立信在私人网络市场的扩张,并促进创新。 SK Telecom与Lambda合作,提供GPU即服务,旨在扩展其AI云服务,这体现了其向AI电信运营商转型的战略。这为企业提供了更经济高效地访问GPU资源的途径。 中国移动用户数突破10亿,其中5G用户超过5.27亿,这表明中国市场已经稳定,5G普及率持续增长。这对于整个移动行业来说是一个积极的信号,也预示着未来5G应用的更多发展机遇。 Anshel Sag: Air Five公司推出了一种融合5G和有线基础设施的混合技术,旨在整合无线和有线网络。这种混合技术可能主要面向企业市场,其应用场景还有待进一步观察。 谷歌Pixel 9手机拥有高端的做工、强大的AI功能和出色的相机性能。其AI功能主要依赖云计算,但相机功能,例如夜间全景拍摄,是其独特的优势。这款手机在与苹果的竞争中展现出强大的竞争力。 关于SK Telecom与Lambda的合作,虽然合作本身并不能说明太多问题,但这为SK Telecom在AI云服务领域的发展提供了可能性,也体现了电信运营商利用AI优化运营的趋势。

Deep Dive

Key Insights

Why is Nokia equipping Artemis 3 lunar mission spacesuits with 4G connectivity?

Nokia is integrating LTE network capability into the Artemis 3 lunar mission spacesuits to provide flexibility for astronauts. This includes enabling helmet-mounted video cameras to transmit data on the fly, eliminating the need for handheld cameras. The 4G network will support various use cases, enhancing communication and operational efficiency during the mission.

What is Air Five's hybrid 5G and cable infrastructure solution?

Air Five is a new company combining 5G and cable infrastructure into a hybrid fiber coaxial solution. It aggregates DOCSIS (cable) with 5G, aiming to create a cohesive 5G network. The technology targets areas where both wireless and wired services are available, potentially focusing on enterprise deployments initially. However, its broader application and necessity remain unclear.

What is Ericsson's position in the private networking market?

Ericsson is a key player in the private networking market, ranking third globally after Huawei and Nokia. The company is integrating Cradlepoint, which it acquired in 2020, to serve both large enterprises and middle-market customers. Ericsson aims to leverage this integration to accelerate its private networking opportunities, particularly in industries like mining, transportation, and logistics.

What are the standout features of the Google Pixel 9?

The Google Pixel 9 features a premium build quality, advanced AI capabilities, and a high-quality camera. It supports generative AI through its Tensor G4 chip, enabling features like Gemini Live and exclusive camera functionalities such as nighttime panoramas. The phone also includes satellite messaging and is designed to offer a pure Android experience, making it competitive with Apple's iPhone.

What is SK Telecom's partnership with Lambda about?

SK Telecom has partnered with Lambda to offer GPU as a service through its AonCloud platform. This partnership aims to provide enterprises with access to GPU computing power without the high costs of building or maintaining data centers. It aligns with SK Telecom's strategy to expand its AI cloud services and innovate beyond traditional mobile offerings.

What milestone did China Mobile recently achieve?

China Mobile surpassed 1 billion subscribers, with over 527 million on 5G. The company reported $6 billion in revenue for the first half of the year, a 3% year-on-year increase. This milestone reflects the stabilization and growth of the Chinese market, with expectations that 90% of China's adoption of 5G will be achieved by 2030.

Chapters
This chapter discusses Nokia's provision of 4G connectivity to spacesuits for the Artemis 3 lunar mission. The benefits of LTE network capability for astronauts, including helmet-mounted video cameras, are highlighted. The discussion also touches upon the potential for future 5G upgrades.
  • Nokia is outfitting Artemis 3 lunar mission spacesuits with 4G connectivity.
  • LTE network capability will allow astronauts to use helmet-mounted video cameras and transmit data on the fly.
  • This is the first visit to the South Pole of the Moon.

Shownotes Transcript

Welcome and Introduction

  • Will Townsend welcomes listeners to episode 203 of the G2 on 5G podcast.

  • Introduction of fellow analyst Anshel Sag.

Nokia's 4G Connectivity on the Moon

  • Discussion on Nokia outfitting Artemis 3 lunar mission spacesuits with 4G connectivity.

  • Benefits of LTE network capability for astronauts, including helmet-mounted video cameras.

Air Five's Converged Gateway Product

  • Introduction of Air Five, a new company combining 5G and cable infrastructure.

  • Discussion on the potential applications and deployment of this hybrid technology.

Ericsson's Private Networking Opportunities

  • Analysis of Ericsson's position in the private networking market.

  • Insights into the integration of Cradlepoint with Ericsson and the potential for joint development.

Google Pixel 9 Review

  • Anshel Sag shares his experience with the new Google Pixel 9.

  • Highlights include build quality, AI features, and camera capabilities.

SK Telecom's AI Cloud Services

  • Announcement of SK Telecom's partnership with Lambda to offer GPU as a service.

  • Discussion on the potential impact and innovation in AI cloud services.

China Mobile's Milestone

  • China Mobile surpasses 1 billion subscribers, with over 527 million on 5G.

  • Insights into the growth and future of 5G adoption in China.

Closing Remarks

  • Will Townsend and Anshel Sag invite listeners to provide insights on future 5G topics.

  • Encouragement to rate, subscribe, and tune in next week.