My old college roommate used to say, “if you want a sure winner, buy shares of Taco Bell, because Tommy eats there so much the profits are going through the roof.” It’s true; even now I still love Taco Bell! But a desire to try to maintain a healthier lifestyle than I did in college is only the second biggest reason why my consumption of Combo #1 with a Diet Pepsi has decreased. The biggest reason is that it is too hard to eat a Burrito Supreme and a Crunchy Taco Supreme while driving. No matter how careful I am I end up with sour cream, beans and grease stains on my shirt.
But those stains may soon be a thing of the past because we are probably living within a generation of the Google Self-Driving Car becoming mainstream. And when it is mainstream, I can eat all the Americanized Mexican food I want in my best suit and tie without any worries.
If you are skeptical, then watch this video of a man living his daily routine in a driver-less Prius. Pretty cool stuff!
Now, even I can only eat so many burritos and tacos in a given day. So what will I do with the rest of my time in my self-driving car on my daily commute? That’s easy, I’ll do the same thing I do with the rest of my idle time – play with my iPhone!
There is a big need for the wireless industry to increase capacity in areas where data growth is driving the demand for bandwidth. The current thought is that smart-phone users eat up the greatest amount of bandwidth while stationary – at home, the office, coffee shops, airports, tourist areas, etc. Simply put, it is not a good idea to stream an episode of Game of Thrones while driving. But my son streams Sponge Bob Square Pants while my wife or I am driving. Take a minute to ponder how the need for wireless infrastructure will evolve if we all start streaming video and posting narcissistic comments and photos about ourselves while being driverless-chauffeured to and from work like a four-year old boy on his way to and from preschool.
Data demand (and subsequently bandwidth) will be needed along every road, not just in places where we are stationary.
That is a lot of cell sites! Better make sure your site acquisition partner is a good one.
This past week I attended the CommNexus presentation called The Road to Long Term Evolution (LTE): The Next Generation of Wireless Technology featuring Tami Erwin, President – West Area for Verizon Wireless. And this coming week I am attending the Wireless Infrastructure Show which was recently previewed by FierceWireless as “The opportunity and costs of 4G.” I put these two events on my calendar to broaden my perspective on the impact that 4G will have on cell sites. And while I have only attended the first of the two, I am already pretty excited about the future of wireless and more specifically – cell site leasing.
From the CommNexus event, I learned two things.
1. LTE will revolutionize the industry. Ms Erwin convinced me that LTE will be much more dynamic than anything we are currently experiencing. While she openly acknowledged that the iPhone was a “game changer,” she also pointed out that LTE will go further – much further. This was not a dis on the iPhone, but rather an attempt to show the limitless options before us in a 4G world. A world where machine-to-machine (M2M) wireless will connect everyone and everything. Check-out this video by Alcatel-Lucent that she shared with us.
2. The impact of 4G has not yet been clearly defined. Verizon plans to allow their subscribers to define how LTE evolves rather than attempt to define it themselves. They do not want to limit the impact of LTE by attempting to define it or set an expectation. They are merely building a network that will facilitate it. I’d give that a “thumbs-up” on Facebook!
I anticipate that 4G will change how we communicate much more than analog-to-digital conversions, 2.5G and 3G. But what about the Opinion Pole’s specific niche – what about 4G’s impact on cell sites and cellular antenna leases? As stated in prior blogs, we already know it will significantly increase the number of cell sites, it will lower the average rad center for cell sites, it will increase the number of micro/picocells, it will cause RF engineers to look for ways to off-load traffic to Wi-Fi as often as possible, and it will cause the cellular carriers to evolve into a “dumb pipe.” It will also drive C-Suite executives to focus on OPEX over CAPEX. And all of these things will impact cell site rents.
However, I am anticipating learning much more this week at the Wireless Infrastructure Show. Stay tuned!