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Thread: BTIG Research: T-Mobile should be first to market with ‘real 5G

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    BTIG Research: T-Mobile should be first to market with ‘real 5G

    https://www.fiercewireless.com/wirel...eal-5g-analyst


    Although T-Mobile is behind in the early rounds, it should win the race to “real 5G,” according to a new report from BTIG Research. “We believe T-Mobile is best positioned to deliver real 5G,” wrote Walter Piecyk, an analyst at the firm.

    “T-Mobile’s deep and unused low-band spectrum should enable it to launch real 5G before all of its peers,” he wrote, adding that investors should consider T-Mobile a primary 5G investment opportunity regardless of the outcome of its proposed merger with Sprint. Piecyk lauded T-Mobile for acquiring licenses to 30 MHz of low-band spectrum in the 600 MHz spectrum band for $8 billion in 2017. The spectrum was repurposed from TV broadcasters to lay the groundwork for 5G.

    Other major U.S. operators will be relying on less capable spectrum and those alternatives can’t “match the speed at which T-Mobile could deliver 5G to the market on its existing low-band spectrum,” Piecyk wrote. “T-Mobile should be the first to market with real 5G and, if the Sprint deal is approved, will have the mid-band spectrum to further solidify their lead.”

    If the $26 billion proposed merger with Sprint is not approved, T-Mobile would likely have to spend upwards of $20 billion on spectrum within the next two years, according to Piecyk. The merger review is currently on hold at the FCC due to the ongoing partial federal government shutdown. It won’t resume until Congress and President Donald Trump come to an agreement on a spending bill.
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    Isn't AT&T's mmWave 5G real 5G?

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    I'm not talking about their "5G E" garbage. I'm talking about their mmWave network that requires a 5G NR-capable NETGEAR hotspot.
    - Galaxy S10 (T-Mobile / 128GB / Black)
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    Quote Originally Posted by besweeet View Post
    Isn't AT&T's mmWave 5G real 5G?
    Yes, they plan to have it deployed in 19 cities this year:

    https://about.att.com/newsroom/2018/...onnection.html

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    Quote Originally Posted by jet1000 View Post
    Yes, they plan to have it deployed in 19 cities this year:

    https://about.att.com/newsroom/2018/...onnection.html
    Right, so how can T-Mobile be first if AT&T already has it launched in 12 markets?

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    Quote Originally Posted by besweeet View Post
    Right, so how can T-Mobile be first if AT&T already has it launched in 12 markets?
    Because the article was talking about Mobile phone 5G spectrum. AT&T is fixed wireless using mmWave with an antenna mounted on the roof connected to a large modem that connects to devices using WiFi.

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    Quote Originally Posted by shilohcane View Post
    Because the article was talking about Mobile phone 5G spectrum. AT&T is fixed wireless using mmWave with an antenna connected to a large modem that connects to devices using WiFi.
    Right. And "in 12 markets" doesn't mean covering the whole of the 12 markets. It usually means tiny spots in those 12 markets as that is all mmWave can cover.

    Verizon is pulling the same scam with the mmWave and not sharing exactly how much area is even covered.

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    Quote Originally Posted by jet1000 View Post
    Verizon is pulling the same scam with the mmWave and not sharing exactly how much area is even covered.
    How's it a scam? Do you really think that T-Mobile is going to blanket entire cities with real 5G? B12 isn't even on all sites in some markets (even though it needs to be). B71 has a long way to go, as will 5G on whatever bands they decide to deploy.

    Never mind me. I don't want this to become a T-Mobile vs. anyone else thread.

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    Quote Originally Posted by jet1000 View Post
    Right. And "in 12 markets" doesn't mean covering the whole of the 12 markets. It usually means tiny spots in those 12 markets as that is all mmWave can cover.

    Verizon is pulling the same scam with the mmWave and not sharing exactly how much area is even covered.
    Some 5G cell phones ( Samsung, LG ) will be sold in the next few months. Sure haven’t heard a word about any phone that supports AT&T’s 24 GHz or Verizon’s 28 GHz or 38 GHz mmWave Spectrum. That is why they both plan to use a 5G Modem to covert 5G to WiFI. Then again the 24 GHz FCC Auction hasn’t even started yet but AT&T already owns some. That is why T-Mobile has a major advantage using existing cell phone spectrum that is on the market today for their mobile 5G Network.

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    Quote Originally Posted by besweeet View Post
    How's it a scam? Do you really think that T-Mobile is going to blanket entire cities with real 5G? B12 isn't even on all sites in some markets (even though it needs to be). B71 has a long way to go, as will 5G on whatever bands they decide to deploy.

    Never mind me. I don't want this to become a T-Mobile vs. anyone else thread.
    It's a scam because the distance mmWave can travel is so small that you can't, at this time, cover any significant areas.

    The 5G that will be deployed by T-mobile is on current low and mid band spectrum that can cover entire cities with real 5G because it already covers them with real 4G. That's the difference.

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    Quote Originally Posted by jet1000 View Post
    It's a scam because the distance mmWave can travel is so small that you can't, at this time, cover any significant areas.
    But isn't the available mmWave bandwidth much greater than that of 4G? Consumers want speed, not latency.

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    In the long run all carriers will use multiple bands so who gets their first is mostly bragging rights although that could sway some customers to join early on. All that becomes a moot point eventually

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    Quote Originally Posted by besweeet View Post
    But isn't the available mmWave bandwidth much greater than that of 4G? Consumers want speed, not latency.
    True there is tons more bandwidth in mmWave than current cell spectrum. However mmWave will need Towers ever 1000 feet plus many buildings will need small cells inside the building or outside antennas that are wired to modems inside. The cost of deploying mmWave in say Chicago will cost many times as much as using traditional cell spectrum. That is why AT&T and Verizon aren’t going to build out in many cities.

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    Quote Originally Posted by besweeet View Post
    But isn't the available mmWave bandwidth much greater than that of 4G? Consumers want speed, not latency.
    Overall, they want coverage first. If the coverage isn't built, it doesn't exist. Putting up a site that covers 1,000 feet doesn't really make it available to the vast majority of people. It just makes their advertising that "we have 5G" technically true.

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