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Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November 2017 [email protected] @disruptivedean

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Page 1: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Futurism, Innovation & WiFiNetworks & Comms is too Important to Leave to the Telcos

Dean Bubley, Disruptive Analysis

WiFi Now, The Hague, November 2017

[email protected] @disruptivedean

Page 2: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Dean Bubley & Disruptive Analysis

n Tech/telecom analyst & strategic consulting since 1991n Futurism, Forecasting & anti-forecastingn Cross-silo, contrarian, independentn Often provocative. Sometimes obscure. Occasionally wrong.

Copyright Disruptive Analysis Ltd 2017November 2017

Network Tech, Policy & Business Models

Communications Apps & Services Telco-Futurism

Page 3: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Key trends for the next 10-15 years

Copyright Disruptive Analysis Ltd 2017November 2017

Automation & Robotics Smart Environments AI

New Vehicles & Transport Human Enhancement & Longevity New Dangers & Risks

Page 4: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

The carrier / mobile industry has its own trends / squeeze…

Copyright Disruptive Analysis Ltd 2017November 2017

Domain-Specificity Democratisation

VerticalsIndoor

IoT & AIOptimisations

WiFi & LPWAMulteFire & CBRSSmall cells & Mesh

Arbitrage

Page 5: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Multiple delivery models for connectivity

Copyright Disruptive Analysis Ltd 2017November 2017

Service Owned / Private Amenity Comm-

unity Embed

Page 6: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

… and there will be new & unexpected models too

Copyright Disruptive Analysis Ltd 2015November 2017

Page 7: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Multiple dimensions for future wireless networks

Copyright Disruptive Analysis Ltd 2017November 2017

bpdbps

Gbps

10m

Non-critical

Function-critical

90%99%

99.9%99.99%Long-life

battery

Rechargeable battery

Mains electricity

Generator

Harvested

Power

3DCoverage

Bandwidth

Kbps

ImportanceBusiness-

criticalSafety-critical

Range

<1m

Mbps

And also:Security model

MobilityIntegration

Bi-directionalProtocols etc

1km>10km

100m

4G / 5G / LPWA / Satellite

Managed spectrumWi-Fi

Page 8: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Monocultures give efficiency… but also fragility

Copyright Disruptive Analysis Ltd 2017November 2017

Antifragile: “Things that gain from disorder”

Page 9: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

AI & Edge-Computing will have huge effects on 5G & Wi-Fi

Copyright Disruptive Analysis Ltd 2017July 2017

Page 10: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Combinations of multiple networks are inevitable

Copyright Disruptive Analysis Ltd 2017November 2017

Including a beta of “aggregation mode”

Page 11: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Don’t believe all the “seamless” offload / carrier WiFi hype…

Copyright Disruptive Analysis Ltd 2017November 2017

Also: Don’t forget developers as another

important constituency…

… many apps behave differently on WiFi & cellular. OS’s expose

connection APIs

Page 12: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

… and don’t believe all the 5G hype, either…

Copyright Disruptive Analysis Ltd 2017November 2017

Enhanced Mobile

Broadband

Low-Latency

IoTMassive

M2M / IoT

Enhanced Mobile

BroadbandLow-

Latency IoT

Massive M2M / IoT

Fixed Access(pre-5G)

20202017-8 2019-20 2020-22

5G Use-Cases & Probable Timeline

Page 13: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Changing our assumptions & semantics for 2030

Copyright Disruptive Analysis Ltd 2017November 2017

Services Capabilities

Competition Substitution

Harmonisation Diversity

Managed Intelligent

Ubiquitous Tailored

Page 14: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Mono-platforms & ecosystem diversity

Copyright Disruptive Analysis Ltd 2017November 2017

image: www.freeimages.co.uk

Monolithic platforms are fragile to external trends

Page 15: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Dedicated spectrum enables limited business models

Copyright Disruptive Analysis Ltd 2017November 2017

National MNO licences

B2C Prepay & Post-Paid

SubscriptionsIoT Embedded Wholesale, eg

MVNO

Non-MNO licences

Government eg Public Safety

Few corps, eg utilities, rail

… but completely unlicensed spectrum has limitations too

Page 16: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

“National” policies & licenses may not always work

Copyright Disruptive Analysis Ltd 2017November 2017

Power station

Car factory

Airport

Oil refinery

Port

Offshore windfarm

Shared Spectrum rules could enable private, regional industrial-grade 5G/WiFi networks for IoT & Industry 4.0 (Perhaps with a blockchain register?)

What are the options for managed, industrial-grade

wireless for industrial use?

Ideally, it needs licensed / controlled spectrum… but

not MNO-type services

Page 17: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Government & cellular groups becoming aware (slowly)

Copyright Disruptive Analysis Ltd 2017November 2017

Page 18: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Beyond MNOs: Wireless “service providers” of the future?

Copyright Disruptive Analysis Ltd 2017November 2017 *Disclosure: Disruptive Analysis is an advisor to Ammbr

*

Page 19: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

Blockchain options at many network-industry intersections

Copyright Disruptive Analysis Ltd 2017November 2017

Data Integrity

Micropayments

Identity

Smart contracts

etc

etc

etc

etc

NetworkRoam & w/sale

Billing / OSS WiFi IoT

ServicesSpectrum

etcetc

Page 20: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

What might 2030 mean for innovation, WiFi & spectrum?

n Network “monoculture” vs “diversity”n Industrial networks IoT bring unique requirementsn Privately-managed wireless (licensed-band WiFi?)n Revisit the definition of “services”, telcos & SPsn Spectrum-sharing becomes mainstreamn AI will have profound & unexpected impactsn Many tech pathways for any “outcome”

Copyright Disruptive Analysis Ltd 2017November 2017

WiFi has a critical role – but it needs advocacy & vision

Page 21: Futurism, Innovation & WiFi · Futurism, Innovation & WiFi Networks & Comms is too Important to Leave to the Telcos Dean Bubley, Disruptive Analysis WiFi Now, The Hague, November

www.disruptive-analysis.comdisruptivewireless.blogspot.com@disruptivedean

[email protected]

Skype:disruptiveanalysisappear.in/disruptiveanalysis

Copyright Disruptive Analysis Ltd 2016November 2017