Biography for Keith Mallinson
Keith Mallinson is a leading industry expert, analyst and consultant. Solving business problems in wireless and mobile communications, he founded consulting firm WiseHarbor in 2007. WiseHarbor publishes an Extended Mobile Broadband Forecast. This includes network equipment, devices and carrier services to 2025. Further details are available at: http://www.wiseharbor.com/forecast.html.
Articles by Keith Mallinson
European nations are significantly more dependent on mobile for broadband connections than fibre-rich South Korea and the widely-cabled United States, for example. Europe cannot afford to wait for "5G." It needs to accelerate its laggardly 3G and 4G deployments forthwith.
It is vital that the European development community--from silicon design to software applications--work to benefit from making, using, optimizing and commercializing 4G LTE here at home. Thankfully, and most importantly, market growth potential for mobile and wirelessly connected devices and services is substantial and certain. However, we can't be effective in developing 5G or becoming leaders in providing it to the world if we are not even on the pace in 4G.
Changing rules of the game for standards-essential patents licensing would be a major step and, given the success of the mobile communications market, completely unwarranted. It would significantly affect the relative competitive positions of many market players.
Pan-European integration has political appeal--particularly to those in Brussels--but it is a pipedream and a distraction from the pressing need for rationalisation at the national level. Only full-blown acquisitions and mergers can ensure the owner commitment and extent of rationalisation required.
European competition authorities and their political masters need to obsess less about maximising or preserving numbers of mobile network-based competitors, and, instead, help maximize--or at least not impede--infrastructure and services investments and other developments by letting market forces prevail. The United States shows us that allowing industry consolidation--with mergers and acquisitions among mobile network operators--increases economic efficiencies, improves financial returns and creates the incentive for further capital investments by large and small operators alike.
Cellular technologies and operator services are highly complementary to those for Wi-Fi. This symbiotic relationship will continue and grow. However, with exponential demand in growth for mobile broadband, it is essential that substantial amounts of additional spectrum be made available for cellular.
Nokia cannot afford to lose its nerve now despite calls for a Plan B from some irate shareholders. It needs to keep its focus and not undermine its best efforts.
Flipping the way mobile voice and data are priced is a bold and yet essential move. Mobile operators can now benefit from and embrace increasing use of all kinds of in-house and OTT services and applications.
The trick in auction design is to encourage sufficient competition among bidders while also ensuring that there are adequate incentives for the operators and their financial backers to build out networks rapidly and on a widespread basis.
Charging a premium for LTE, as EE is currently doing, is unsustainable. Instead; stoking mobile broadband demand with lower and lower-priced LTE is most essential.