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Evan Kirstel | Micron Insight 2019


 

>>live from San Francisco. It's the Q covering Micron Insight 2019 to You by Micron. >>We're back to Pier 27 in lovely San Francisco, Everybody. I'm Dave a lot with my co host, David Floy Er and you're watching the Cube, the leader and live tech coverage. Evan cursed Ellis here. He's a social digital influencer. First time in the Cube. Evan, Great to see you. >>Thanks for having me. First time's the best. >>You Very well. And it is beautiful. Out him in October is the best month in San Francisco. Way better way warmer than July. I mean, you live out here. Holy cow. All right, let's get right into it. You're just fresh off of mobile work. World Congress down in L. A. >>This morning. Yeah, five g on the brain's >>s. So what do we need to know about five g? You >>know, I think my big takeaway as an industry observer is that five g Israel, and it's now I mean, we've seen 5 10 years, maybe of hype, an expectation and marketing buzz and even spin. But I think we're now in the business of practical deployments, scaling rollouts of networks and that's, you know, as a industry observers, quite exciting. >>So what is five g mean for the average user? I mean, is it gonna be like going from dial up toe, high speed Internet or, you know, it's gonna be interesting. >>The average user, I think we'll experience, you know, like a 10 x increase in their current experience on mobile in terms of uploads and downloads and speed and Leighton see, And that kind of thing, which is super exciting, it's it's gonna blow people's mind. >>An ex stoked to get a 10 extra. When can I get this? >>It's when and it's where, right? I mean, if you look at how these networks are evolving, there are hundreds of thousands of small cells of base stations that have to be deployed naturally to get five G ubiquitous across the country. So it's it's when it's where it's how. But we're here. We're at the starting point and look for the next years and months ahead to see that riel attraction. >>If I look now when I travel around the country, I still have four G. I still have three g. I still have edge. I have a ll the old ones are still there, and it's taken forever, even just to get to 40. So isn't lesson. Isn't the rollout of this going to take a long time ago or 10 year horizon? >>I think, to get ubiquitous coverage indoor, outdoor, suburban, urban, rural It's going to take 10 years. But if you look at those hot spots that generate a lot of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, you know, the Bruins playing in Boston Garden I mean those air where five G is really going to come into play first and then it's going to sort of go outside of those urban dense areas. >>You mean like the fan experience in the fan experience in the venue >>is huge? I mean, if you go to any you know, baseball, basketball, football game, you know what the experience is like Pretty pretty bad, right? So horrible. So those kind of hot spots are ripe for five g like right away today. Now, >>so by the way, David, sometimes I get five g on my that's right, and I feel like it's fake. Five years like HD ready. What's that all about? Well, you know, >>these networks evolve, and so the carriers are maximizing for G, including biggest speed on four G and five. Gene is really if overlay to these existing networks. And so, as you get your next Samsung, you know five G enabled devices. Apple next year comes out with a five G iPad. You'll then begin to use. The service is as you use your existing device. >>Can you help us understand the fundamental architecture of five G? My understanding is it's, you know, no basis more distributed on. That's part of the reason why it's taking so long to roll out. But what do we need to know about that E? >>I think it's a brand new editor interface. So if you think about the current radio on for G, they reinvented the wheel with five G, which means you can support a huge number of endpoints of I o. T devices of wearables of home access points. And so it enables almost a 10 to 100 ex war devices in terms of scale. So while the end user may think this is business as usual, what's really happening on the network side is pretty revolutionary And once the networks are primed and built and ready, what's gonna be happening on the device side is gonna be really extraordinary. You're talking about a K A video on a mobile device or augmented reality through in new kinds of glasses. And so it's sort of a chicken and a little bit. You know what? She's gonna come first, the network or the incredible new devices. So we're seeing now the network's being put in place for those wave of devices, >>which makes sense. Device manufactures don't want over rotate into something that's not quite. >>But if you look at the network, it's you have to have a lot of device is very close to each other. I in my area that all these the holdings holding these hearings about radiation, everything else like that, which is never, never really a problem unless you're underneath. >>Yeah. I mean, there's a lot of fun, you know, fear, uncertainty around five G. >>Yeah, and I'm just the practical thing. You gotta have all of these lots of these very close in the The exposure to having a gap of some sort is pretty high. >>Yeah, I think it's an issue of frequencies as well. Right now, we're seeing very high frequency five deployed for those dense urban suburban areas. We're going to Seymour Spectrum rolled out next year. The FCC is putting out new auction so you'll see lower bit rate five g rolled out for suburban and rural areas. So it's a It's a work in progress, but the fact that we have first devices first silicon for software first networks. It's kind of a big inflection >>point, but some bumps. I'm inferring this ATT the back end. It could be a lot of machine to machine communications, so that's kind of sets up this whole coyote and an edge discussion. And of course, that means more data. What can you tell us about how that's going to affect really the amount of data and how we use that data? >>The data explosion is extraordinary. I mean, we experience this as early adopters here at the table every day, and so no one's ever said, you know, my network is fast enough is good enough, secure enough. There's always that insatiable appetite now, given the connected world in which we live. And so it's not just the network speed it's the input output of the device. I mean, we have Leighton see that frankly, from these networks operates at the speed of the human brain, you know, in in milliseconds, in terms of input output on the network. And so that's really gonna change the user experience to when the way you do gaming or collaboration or video conferencing video calls and all these service is we use today will be much more tuned to how we live and work. >>So dial upto high speed Internet obvious Are you want? I'll update you say you go back. I'm also I know remember this stuff But that was a significant change. Obvious step change, really a step function. Exactly. But subsequent to that it was I could doom. Or but it was just so much more data and acts were flowing through the network that it really didn't change the experience a little bit. Maybe, actually, you know, be careful. I watched the Patriots game on the plane on the NFL app on the way out here, which could probably have done a year or two ago, but so that was that's goodness. But generally speaking, the experience is substantially similar. Will you said a 10 X before? Will the user actually see a difference like that kind of dial up to high speed step function? Or is it going to be sort of a slow roll? >>I think the user will see a big a big improvement because of the efficiencies of the network and the way in which data is kind of throttled and limited. Today, with three and four for G networks, I think more interestingly, is how businesses and enterprises and sm bees will consume. Five g. I mean, there are a lot of antiquated networks out there, whether it's legacy wired Network, D S. L. Whether it's, you know, crappy WiFi that we all experience in hotel rooms, five g has the opportunity to come in and really displace all of that legacy crap that that's in our networks and give users in those enterprises hotels, venues, a brand new experience. And when's the last time you had a bad hotel? WiFi, for the idea of, of getting rid of a legacy network and delivering those high speed service is from a public network. It's her Private networking is a really exciting opportunity for the carriers and, really, for the B two B enterprise. >>Well, the technology suppliers are pumped about their pumped and their >>look at their profitability, their revenue, their sales. Everything's up. >>Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. They have to consume. They have to spend more >>on what a great time in the mobile industry. I mean to be a consumer of devices and service is, I mean, the consumers that businesses are winning in this march. >>So tell us about Mobile World Congress. What was the vibe? It was >>very buzzy. I mean, there were lots of Rhea World applications on display, whether wearable devices for health care and hospital T applications. There were examples of remote controlled autonomous shipping and autonomous trucking monitored, supervised with five G. There were examples of vehicle to vehicle communications for accident, safety purposes being deployed in the next generation of cars baked in, and so five. He's gotten very practical. Now it's like, Okay, we've built this network, we have silicon, we have software we have storage memory out of we deploy it so is very focused on deployment usage and an application. >>If you take that one of automotive, for example, if you're a god, health and life on your If you If you can't guarantee that you've got connectivity toe, what's the value wouldn't do? For example, wouldn't you prefer vehicle to vehicle direct communication, as opposed to going outside to some much faster? >>Exactly. Exactly. And there's a new technology called vehicle Be two extra people vehicle standards that are being baked so that that's not funny. It's based on the five of the family of standards, and so one of the technologies within the five G family is vehicle to vehicle. Qualcomm's doing some amazing work there. And once the automobile manufacturers baked that technology into cars, the car manufacturers can then build in vehicle avoidance, vehicle collision technology and so forth. >>So I'm worried that was some talk about a I right? I mean, lots of talk that mobile world Congress, you're gonna hear a lot about here. What about the ecosystem that's emerging to support five G? There's gotta be a whole value chain specialized chips. I mean, obviously, micron, you know? Yeah, you know, the >>whole supply chain has to come together and Micron powering all of these devices with memory and storage to the application developers to the O E ems to the network providers. And so that ecosystem is getting really baked, fully baked and and integrated. And that was on display at MWC, too. So all these things are coming together, and I think it's pretty exciting. As a long time skeptic like yourself. I saw some real world. >>I say, I'm excited about it. I just I'm just not holding my breath. Don't >>hold your breath. Not >>recommended weight. That's great, Evan. Thanks very much for coming in. Thanks so much. Appreciate your insights. Thanks so much. Thank you for watching. Keep it right there. But it will be back from Micron Insight 2019 from San Francisco. You're watching the Cube?

Published Date : Oct 24 2019

SUMMARY :

It's the Q covering We're back to Pier 27 in lovely San Francisco, Everybody. Thanks for having me. I mean, you live out here. Yeah, five g on the brain's s. So what do we need to know about five g? you know, as a industry observers, quite exciting. up toe, high speed Internet or, you know, it's gonna be interesting. The average user, I think we'll experience, you know, like a 10 x increase in their An ex stoked to get a 10 extra. I mean, if you look at how these networks are evolving, Isn't the rollout of this going to take a long time ago or 10 year horizon? of activity, whether it's, you know, indoor coverage in the Enterprise, whether it's, I mean, if you go to any you know, baseball, basketball, football game, Well, you know, And so, as you get your next Samsung, My understanding is it's, you know, no basis more distributed on. So if you think about the current radio which makes sense. But if you look at the network, it's you have to have a lot of device is very close to each in the The exposure to having a gap of some sort is pretty high. but the fact that we have first devices first silicon for software first networks. What can you tell us about how that's going to affect really the amount here at the table every day, and so no one's ever said, you know, my network is fast enough is So dial upto high speed Internet obvious Are you want? the opportunity to come in and really displace all of that legacy crap that that's look at their profitability, their revenue, their sales. Well, the thing is that that is, the carriers, like you say they have no choice but to remain competitive. I mean to be a consumer of devices So tell us about Mobile World Congress. I mean, there were lots of Rhea World applications on display, It's based on the five of the family I mean, obviously, micron, you know? And so that ecosystem is getting really baked, fully baked and and integrated. I just I'm just not holding my breath. hold your breath. Thank you for watching.

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