When it comes to the possibility of home broadband competition, we want to believe. And in the case of 5G mobile broadband, wireless carriers want us to believe, too. But whether or not technological and commercial realities will reward that faith remains unclear. As with 5G smartphones, the basic challenge here sits at the intersection of the electromagnetic spectrum and telecom infrastructure economics…
The other frequency flavors of 5G (the low- and mid-band ones) don’t suffer mmWave’s allergies to distance or drywall. But they also can’t match its speed or its spectrum availability — which in the context of residential broadband means they may not sustain uncapped bandwidth.
Or, as New Street Research analyst Jonathan Chaplin phrased things in an email: “If your fundamental question is ‘will 5G allow you to dump Comcast’ the answer is absolutely! Depending.”
MacDailyNews Take: So, in the U.S. urban areas may see some real competition benefits; rural areas, not likely.