S has a PR out today announcing the expansion of its LTE system to 22 more metro areas. It gives a list of areas that will have service soon. They repeat that they will cover 200 million POPs by the end of 2013.
However, there is zero information about what, how, or where they may use the 2000 CLWR towers to supplement their LTE service in overcrowded spots with the faster CLWR TD-LTE service. The towers are due to be plugged in at the end of June to meet contract requirements. You would think that S would start advertising their access to faster LTE service than their competitors.
Techies should be able to find these towers and should be reporting the lighting fast connection. However, I do not see any non-official reports of CLWR service either. CLWR depends on this new revenue source; they are not saying anything either.
CLWR is due to move, in the next couple of weeks, from potential to reality in providing the fastest LTE service. Yet, no one is talking about it. How fast is it in the real world with currently available real world phones?????
I m still in awe as to y that knucklhed charly ergen wants clwr bad but no solid just tender offer mayb he"s tender limb #$%$ ask me with no leg to stand on when it comes down to wat lte network service provider is he goin with android 4g lte capable devices which clwr dus not have only choice is sprint but numbnuts has again with his limb soft touch tender of #$%$ dus any body have any info on wat numnots cergn network hes goin with.isnt this beutiful.i wrote myself.
A couple of points.
First off, they're "metro areas", where clearwire's strengths are. Sprint and Clearwire identified the Clearwire cell sites that would be "most needed", and those would be the first 2,000 sites.
Secondly, Sprint still has not yet repurposed the nextel spectrum, which means that they're still running 5x5 FD-LTE where it's deployed, which is minimal and slow. The need to get clearwire's augmentation capacity is high.
Personally, I think the need for augmentation from clearwire is really expected to accelerate during the last half of this year and the first half of 2014, and I think Masayoshi Son would like to get his acquisition of Clearwire done and finished before people are aware of what kind of volumes are going to occur.
Also, since WiMax won't be gone next december, I'm sure he would also like to have this sewed up ahead of negotiation surrounding that as well. He isn't going to want things looking TOO good ahead of the vote that eventually works.
The deployment, marketing and saturation cycle of new networks takes 3-4 years for ROI payback to start. During this, its important for operators to maintain their marketing image for having competitive service and device offering.
At first, the operator must acquire or clear spectrum and pay for deployments. As soon as practical, devices that run on the new spectrum and technology network must be sold so that users can turn on the service. Sprint started selling devices that can run on their own LTE network last summer - almost a year ago. Its pretty well pointless to talk about 2.6GHz network use until that starts to happen don't you think?
How does Sprint's LTE rollout impact Clearwire over the next 12 months or so? Right now it has no real impact because devices are not being sold to run on it yet. There is this quirky little fact that having an imaginary device in your outreached hand somehow does not work on a new network no matter how many times you click your ruby red heels together.
TR, it is not hard to make a radio chip that will work on whatever freq is required. Don't tell anyone, but they are already making multi-freq radio chips too...
(Reuters) - Radio frequency chip makers are set to gain as Samsung Electronics Co Ltd and Apple Inc unveil ever more sophisticated smartphones and tablets to battle for the No. 1 spot in the global mobile devices market.
Investors and analysts say they like shares of RF Micro Devices Inc, Skyworks Solutions Inc and Avago Technologies Ltd - companies that make the chips that enable gadgets to send and receive data wirelessly.
Samsung unveiled its latest flagship phone, the Galaxy S4, in New York on Thursday. The S4 can stop and start videos when someone looks at the screen, flip between songs at the wave of a hand and record sound to accompany pictures.
As manufacturers improve and add new features to phones, which are increasingly used to stream music, video and games, they are boosting the RF chip technology used in the devices.
"The RF content in handsets continues to go up," said Stewart Stecker, a portfolio manager at AlphaOne Capital. "That's good from an immediate to longer-term perspective for the entire RF supply chain."
The importance of RF chips will increase as network operators deploy high-speed wireless technology known as 4G LTE (long-term evolution), analysts said.
LTE requires a much higher number of frequency bands, which increases the number of RF chips in a phone.
The global LTE market is expected to almost double this year, surpassing the $10 billion mark, according to a March 13 report from telecom market research firm Infonetics Research.
"As you add LTE - that's a whole other frequency - you need more radio, more RF equipment," said Northland Securities analyst Tom Sepenzis.
A Verizon customer, for example, using a Samsung Galaxy S4 while traveling the world, would need to be able to use the LTE network in the United States and other countries, said Sepenzis.
"That requires more complex amplifiers that can handle multiple frequencies, requires better antenna solutions, switching capability to handle all the different frequencies. That obviously favors the RF component manufacturers," he said.
Within the RF chip supplier group, analysts said those that have diversified their client base by supplying to Samsung, Apple, and other smartphone vendors such as China's ZTE Corp are best placed to take advantage of demand.
After chipping away for years at Apple's market share, Samsung emerged as the No. 1 seller of smartphones last year, undercutting its main competitor with cheaper handsets and a wide range of products.
Samsung sold 64.5 million smartphones in the fourth quarter of 2012, compared with 43.5 million iPhones sold by Apple, data from market research company Gartner shows.
Greensboro, North Carolina-based RF Micro receives about a quarter of its revenue from Samsung, up from 10 percent a year ago, data compiled by analysts showed. Orders from Apple account for a fifth of sales, they said. RF Micro declined to comment.
Power amplifier maker Skyworks relies on Samsung and Apple for about a quarter each of its revenue, analysts said. Skyworks was not available for comment.
T. Rowe Price Global Technology fund portfolio manager Josh Spencer said he likes Avago Technologies Ltd.
"Avago has some very high-end filtering technology that you have to have in the smartphone antennas," Spencer said, adding that he was also considering buying RF Micro's stock.
Shares of RF Micro and Skyworks gained 15 percent and 21 percent respectively from the beginning of the year until February 21, when the upward trend was interrupted by Qualcomm Inc's unveiling of plans to make its own RF chip.
But both stocks recovered a day later after analysts said it was unlikely that Qualcomm would risk damaging integrated circuit partnerships to seek a profit opportunity of not more than $600 million.
Qualcomm has nearly half of the global market for "baseband" chips, which connect mobile phones to cellular networks, and therefore is also set to benefit from rapid LTE growth.
The S4 will use Samsung's application processor in some regions and Qualcomm's Snapdragon chips, which have LTE features, in others.
"Qualcomm has such dominance in the baseband market that they have pricing leverage even against big customers," Spencer said.
As I've told you before TR, the market trades on the future; not the present.. Why do you keep degrading the MARKET'S appreciation for the future of 2.5 GHz? On second thought, don't answer. It'll only be a massive essay that never gets to a point. Clicking your pissy ruby red heels together doesn't stop the PPS from going up. When you finally agree in the viability for this massive amount of 2.5 GHz spectrum we'll be selling.
I see you have a organic phobia to thrust useless irrelevant,obious drivel upon us. Boy will I be glad when his game is ended and I'm not forced to look at this meaningless ponification. We all understand what anetwork requires and most of us knew the value of clwr sprectrum when you were boring us with your posts that it and clwr were worthless and lightsquared was the greatest thing in existence. I can't beliee anyone accordds these posts any credibility
As quickly as they're needed in far east geographies where development on that frequency is far, far ahead of where it is so far in the U.S. I believe that there will be numerous handsets capable of handing off signals on Sprint LTE devices by next winter.
my guess is since S and Clwr are spending millions on site upgrades, why would they spend that kind of money and not have phones and other devices being developed and in the pipeline ready for customer demand that Hesse and Son [or dish] hope will come...
here in FL, Clwr is already underway changing out tower top equipment. There now placing dual mode wimax-LTE samsung BTS nRRH V2 units on sites in Jax. Orlando, Tampa and Miami...and soon moving into SW FL areas...not sure why this info is not on Clwr's web pages yet...