1、 A MINEFIELD OF TECH DICHOTOMIESMOBILE WORLD CONGRESS 2024 KEY TAKEAWAYS MWC 2024A Minefield of Tech DichotomiesMWC 2024 WAS VERY MUCH A TALE OF ONE COMMUNITY DIVIDED BY A COMMON TECHNOLOGY The ABI Research teams experience at MWC was one that could be best characterized as a dichotomy.This dichotom

2、y was present along a number of different veins.The first,and most general,was that of the general outlook of the event.On one hand,there was very little groundbreaking innovation present.There was little in the way of wow factor moments.This is especially the case for the cellular community present

3、 at the show and telcos in particular.Staid,inertia-bound,legacy-centric,and“non-needle moving”best characterized most of their announcements and positioning.Instead of focusing on bringing technological innovations to the marketplace,players throughout the entire technology supply chain have shifte

4、d their attention to providing solutions that help operators monetize their existing infrastructure,notably 5G.Telcos are faced with the prospect that without successful monetization of 5G,justifying future investments in 6G Capital Expenditure(CAPEX)could prove challenging,potentially leading to fu

5、rther economic stagnation within the telecommunications industry.On the other hand,the event was abuzz with deal making and getting down to the brass tacks of putting pens to paper.When you look at the location of where those deals are emanating,it is clear to see that the balance of power in the ce

6、llular marketplace is moving or has already moved.It has shifted East and West,it has shifted away from the traditional incumbents,and it is being enticed into the hands of disruptors in every facet.Is this where the resurrection of the“fair share”discussion stems?A second point of dichotomy is the