Thursday, September 21, 2023

Has 5G "Failed?" Did 3G and 4G Fail?

It is not hard to find critics of 5G who argue the industry over-promised and under-delivered. But the same could be said about 3G and 4G as well: many futuristic use cases did not develop, even if “possible.”


Consider some predicted innovations that eventually are emerging after 20 years from the time they were deemed by some to be possible for 3G networks. 


Prediction

3G

4G

5G

Self-driving cars

No

No

Not yet, but has the potential to enable them

Augmented reality

No

Limited

Starting to emerge

Virtual reality

No

Limited

Starting to emerge

Mobile streaming

Yes

Yes

Yes

Mobile gaming

Yes

Yes

Yes

Mobile commerce

Yes

Yes

Yes

Internet of Things (IoT)

Limited

Growing

Rapidly growing

Cloud computing

Limited

Growing

Rapidly growing


On the other hand, it also can be argued that new apps, use cases and widespread user behaviors did arise during the 3G and 4G eras. 


Generation

New use cases

New apps

New behaviors

3G

Mobile streaming

YouTube, Netflix

Watching videos on the go

3G

Mobile gaming

Angry Birds, Clash of Clans

Playing games on the go

3G

Mobile commerce

Amazon, eBay

Shopping online on the go

3G

Turn by turn navigation

Google Maps, Waze

Navigation apps

3G

Social media

Facebook

Real-time updates

3G

Mobile web site access

Mobile versions of web sites

“Mobile” web

4G

Mobile video conferencing

Skype, WhatsApp

Video chatting with friends and family on the go

4G

Full web site experience

Every app authored for mobile use

Mobile web a substitute for desktop web

4G

Mobile apps

Substitute for web

App-first user experience

4G High-Def Streaming HD Videos   Mobile entertainment


Some might argue the discrepancies in pace of innovation were almost certainly connected to the mismatch between mobile platform bandwidth and app requirements; the loosely-coupled nature of app development in an internet protocol context; the pace of device innovation and the emergence of revenue models. 


One might note the same issue with fixed networks. Some use cases and apps were not possible when relatively assured bandwidth was at 56 kbps; 1 Mbps or 3 Mbps per user. When assured bandwidth grew to 10 Mbps per user or 100 Mbps per user or higher, lots of use cases then were possible. 


So some might argue that 3G, 4G and 5G fundamentally are about ensuring higher levels of user bandwidth on a routine basis. Then developers can create with those assumptions in place. 


Loosely-coupled innovation also means that, for the most part, it is not the platform suppliers (mobile operators) who create the apps, but third parties. So “what might be possible” only becomes a commercial reality when third party developers decide the addressable market is big enough (one can assume X bandwidth, routinely), devices can support the apps, consumers find value and revenue models are developed. 


So even a casual listing of major innovation during the internet era would note that major innovation that affects economics, industries, firms and people largely happens “other places” than in the core computing and connectivity infrastructure, in the same way that the value of products and services using electricity, roads, fresh water, waste disposal, air and sea transport, education, language, numeracy, nutrition or health practices are largely produced by users of those infrastructures, and not by the providers of infrastructure. 


By design, app creation is separated from the connectivity, transport and computing functions IP-based apps require. Proponents of 3G, 4G and 5G networks can create new connectivity platforms, but it is third parties who then create most of the apps. 


“Over-promising” is a political reality dictated by the need to convince governments to allocate more spectrum (capacity) for the next generation of mobile networks. 


Innovation

Use Cases

Products

Firms

Web browser

Accessing and displaying web pages

Netscape Navigator, Internet Explorer, Chrome, Firefox

Mosaic Communications, Microsoft, Google, Mozilla

Search engine

Finding information on the web

Google, Bing, Yahoo! Search

Google, Microsoft, Yahoo!

Email

Sending and receiving electronic messages

Gmail, Outlook, Yahoo! Mail

Google, Microsoft, Yahoo!

E-commerce

Buying and selling goods and services online

Amazon, eBay, Alibaba

Amazon, eBay, Alibaba

Social media

Connecting and sharing information with others online

Facebook, Twitter, Instagram

Facebook, Twitter, Meta

Cloud computing

Delivering computing services over the internet

Amazon Web Services, Microsoft Azure, Google Cloud Platform

Amazon, Microsoft, Google

Mobile internet

Accessing the internet from mobile devices

iPhone, Android

Apple, Google

Artificial intelligence

Developing machines that can learn and perform tasks like humans

Google AI, Amazon AI, Microsoft AI

Google, Amazon, Microsoft


So none of the next-generation platforms actually “failed.” New apps, use cases and user behaviors did develop. Developers needed more routine bandwidth, and got it. So 5G eventually will lead to new use cases. But it will take a bit of time, and might not match what proponents have been suggesting could happen.


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