The Lede
The Institute of Electrical and Electronics Engineers (IEEE) has launched a program to connect the 2 billion people still offline. This initiative, driven by IEEE Future Networks, aims to address the digital divide by 2021.
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Technical Breakdown
The program focuses on leveraging existing technologies such as satellite internet, low-power wide-area networks (LPWAN), and mesh networking. LPWAN technologies, operating at frequencies below 1 GHz, offer low-power consumption and long-range connectivity, making them ideal for rural and remote areas. Mesh networks, which use a decentralized approach, ensure robust connectivity by allowing nodes to relay data, enhancing coverage.
In terms of power, LPWAN systems typically consume less than 100 mW, extending battery life for devices significantly. Mesh networks can scale capacity by adding nodes, with each node acting as a relay to extend the network's reach. IEEE has set a timeline of five years to cover at least 50% of the unconnected population, using these technologies to provide reliable internet access.
Investor Insight
The total addressable market (TAM) for connecting the unconnected is vast, estimated at $150 billion. Companies like Starlink, a SpaceX subsidiary, and Google's Loon project are already in the race, deploying satellite-based internet services. However, IEEE's approach of combining LPWAN and mesh networking offers a cost-effective alternative, potentially giving it a competitive edge.
By focusing on existing infrastructure and technologies, IEEE aims to create a sustainable model for connectivity. This approach not only reduces costs but also accelerates deployment timelines, making it a strong contender in the market.
What to Watch
- First phase completion by 2024: Monitoring the initial rollout of the program to assess effectiveness.
- Investment influx by 2025: Tracking additional funding from tech giants and governments to scale the initiative.
- Market expansion by 2026: Observing the program's penetration into new regions and its impact on global connectivity rates.
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