5G Factor: Qualcomm, Ericsson, AT&T Moves Shine Spotlight on IoT - 5G Factor EP78

Qualcomm, Ericsson and AT&T all made moves that put the spotlight on driving and scaling IoT across the 5G ecosystem. We examine the ecosystem and competitive landscape implications. At Qualcomm Investor Day, Qualcomm promoted its new IoT strategy, which involves creating scalable blueprints, leveraging the Qualcomm IQ Series and 5G Redcap support, using similarities across industries for different solutions and creating tailored, bespoke solutions according to need. Ericsson is promoting private 5G specifically, due in good part to Wi-Fi limitations, for meeting the demands of the Oil and Gas segment, including IoT connectivity. AT&T indicated it will decommission its narrowband Internet of Things (NB-IoT) network in 2025, while Verizon and T-Mobile are moving ahead with their NB-IoT offerings. Why is AT&T making the move and how does it impact prospects for alternatives to NB-IoT such as 5G Redcap, LTE-M, and LoRa.