With the recent entry of NEC into the UK market as a 5G RAN supplier, and Dish Network entering the US 5G market building a new network from scratch using an open RAN (O-RAN) approach, the challenges are starting to mount against closed system vertically and horizontally integrated 5G RAN providers.
If there’s one company worth thinking about when it comes to what goes into 5G handsets, then Qualcomm springs to mind.
Earlier this week, the well-known Australian telecommunications market analyst Paul Budde penned an article in which he asserted that NBN Co, the government-owned fixed line national broadband provider, had become a monopoly similar to Telstra in its days of being a vertically integrated wholesaler and retailer of telecommunications services. I beg to differ.
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