>>Live from San Francisco. It's the cube covering my groin insight 2019 brought to you by micron. >>We're back at pier 27 in San Francisco. This is the cube, the leader in live tech coverage and we're covering micron insight 2019 I'm Dave Vellante with my cohost David Floyd and this event is kind of interesting. David, it basically intersperses cube interviews with big tent discussions, thought leadership, we've heard from automotive, healthcare and and 5g discussions and no Han is here. He's the vice president and CTO of the emerging business at Erickson. And you were just on a panel. Welcome to the cube. Thanks. Great to be here. You were talking about five G, we're going to talk about five G. so first of all, talking about the emerging business at Ericsson, >>your whole group, you know, so Ericsson, we, you know, 99 a lot of our business today has done what operators emerging business group, we're sort of looking at the intersection of industry, cloud computing, our traditional mobile network operator customers, and how do we, how do we put those together and look for new either products or business models. And really create something new for customers. >>So we tell him when he's talking about five G, everybody gets all excited. Certainly the technology community is excited about it. There's a whole value chain and an ecosystem that's that's pumping right along. The carriers are adopting and the users are just waiting. So what should we know about? >>So I, you know, I think there's a couple of different things. One is from a consumer perspective, you're definitely looking at faster, you know, better. All of the things we've got from the other GS at older things. You know, today, you know, faster downloads of movies. I think what we're, and I'm, I'm in the tech business, not in the prediction business, you know. So I think what we've learned from previous technologies is we almost don't know what the new applications are. We're trying to make the platform as easy as possible for developers to utilize what the network actually has to offer. So I think that's a big part of what we're trying to do. The other part is enhancing what you have today as a consumer is massive, but also industries is a huge pull on 5g. So we talked about industry four. Dot. Zero and really transforming industries and cutting the cables in production lines, allowing monitoring of systems that never happened before. >>A lot of use cases that can be out there. So a, I have a younger son of 22 and I look at my a bill every month. Yeah, I do have him downloading 10 times more data. It doesn't fill me with uh, duty or just the excise to carriers. I mean while we've seen with every, every end. And of course that was the question how much of a down, yeah, how much low is the price going to be on this baffled breeze you go to invest an awful lot. Absolutely. So I mean we're going to see it tens, 10 orders of magnitude cheaper. So even as it is now with 4g, we're seeing a lot of the unlimited plans coming available and so on. I think we're just going to see more of that. And then the question, actually a big question for five G is what will you pay for? >>You know, if we talk about age compute and low latency, if you're a gamer and I can give you X milliseconds of latency versus you know, a two X milliseconds, how much would you pay for that? So I think what we know at the moment is people will pay for that. We don't know exactly how much, and that's where you need the ecosystem and you need to get stuff out there. And actually some of the economic impact is fuzzy. But in thinking past, there's no prologue. But if you think about the other GS as they sort of were adopted, what can we learn from those? And how do you think five G will be different in terms of its adoption and economic impact? Let's say if you look at adoption, I mean just a number of contracts. We have the number of deployments we have globally, just off the charts in terms of where we are with 4g Korea launched and a few months ago, just just before the summer, within two months they had a million 5g subscribers with smart phones in their eyes and two months later they added a second million subscribers. >>I mean for a market to go from zero to that in, in that period of time with smartphones, if we go back to 4g, all of that was with dongles and sort of hotspots on routers, you know, so to jump directly to smartphones, huge adoption, it's going to happen fast. Well what do you, what are the sequence, what's the sequence of events that have to occur for adoption to really take off? >> So obviously you need to build out the networks and the operators are doing that are pretty high speed. You need to have the devices ready and all the devices. Now it's not like you have a 5g only device. It's obviously capable of all the four G things. And then it's better when you have 5g. So the devices are going to come and take and fast. So all your new devices, most of the high end devices have 5g capability already in there. >>Um, and then the networks just getting built out more and more. And then of course the application developers actually understanding how can I take advantage of those new capabilities? And then you'll start to see, okay, wow, you know, I didn't, this wasn't possible before. It's not just a faster download. It's really, there's just new experiences happening >> from a development standpoint. How much access do they have to the technology? Do they have to wait until this is all built out? Obviously not, but, but, but what's the status of sort of the devs? So we're, we're trying to, and we're working with a lot of the ecosystem. We have, we call it the D 15 studio in our Santa Clara office. We're bringing developers in there and really trying to understand, because you know, we talk Telekom as well. So we want to expose things. We want to understand, do you know what variable, if we say quality of service, what does that mean for you? You know, how do you translate that? So, and we're working with, you know, the cloud players where to developers live to some extent to bring in that ecosystem and understand how it all plays together. So >>ahead. Yup. Um, so if really, if you're looking at it longterm, obviously it's going to happen, but the experience is as I go around the States, is that you've got all these different four G three GS edges still in a very, very patchy a level of it. Is this going to be different? Is this going to actually go into different places because there's a big investment that has to be made, a lot of things very close together. Yes, yes. That seems to be a recipe for everything being or right in the cities. But as soon as you go outside the urban areas, it's going to be very patchy. How does that compare, for example, with Elon Musk's idea of a doing stuff from the sky? >>Well, everything comes down to economics. So you know, it's, it's obviously you're going to have denser deployments in the cities, then you are in the countryside and so on. One of the big advantages would 5g is am, and not to get too deep into the technical part, but you can use all the spectrum that's available. And spectrum is super important as we get, you know, when we have lower frequency spectrum, you can cover a hundred miles Wade, one base station as you get to the millimeter wave, which is you get super high bandwidth, then you're add hundreds of meters. Yeah. And so obviously one is more suitable for a rural environment, the other is more suitable for. So for an urban environment, so obviously having those working together in one technology allows you to deploy everything and get the benefits in a much broader area than we had for any of the previous. >>There's choice there in terms of how you deploy or, or leverage the spectrum. So you're saying that the higher performance end of the spectrum, it's gonna require a greater density of other components. And absolutely. When people talk about oil, there's going to be a lot more distributed, you know, pieces of the five G network that has to get built out. So who does that? Who's putting those pieces of the value chain in? So different players, obviously the mobile network operators, the 18 Ts and Verizons of the world are doing a lot of the heavy lifting and know what our support to actually put the, the radios and the towers in place. And then there's an edge compute piece as well, which is different players are putting in that. Um, so, so a lot of that infrastructure has been done. I think one thing that we've been pushing quite a lot, all our install base of radios is um, 5g upgradable via software. >>So that means that a lot of the already installed, uh, radios and infrastructure, you're just softer upgrade, you know, an hour later it's now 5g ready. So I think that's a big piece of basin. Back to your question of how quickly and and can reach all those areas, are there any specific commercial blockers that you see, um, that you're thinking through? I am I, I think the, just understanding some of the more challenging when you look at, if you're deploying edge compute and you have to invest billions and really getting that far out to the edge, I think there's some questions still there. Like I said, how much would you pay for 20 milliseconds versus 15 milliseconds. And that might sound like a lot, but that's a lot of extra infrastructure you would need to put out. So I think that's still being worked true. >>And obviously some of that will happen quicker in a downtown San Francisco than it will in a, you know, middle of Nevada plays well and the others that you've mentioned before, it's unclear what new applications are going to emerge here. And so it's almost like build it and they will come and then we'll figure it out and then we'll figure out how to charge for it. Like you say the gamers, how much will they pay for it? Yeah, so those are some of the uncertainties but they'll shake themselves out. So absolutely. I was a pretty smart about doing. What about micron and the role of memory players and storage players? How will this affect them? Eight say a huge opportunity when you ah, yeah, I mean invest no and Bardy hats. >> Yeah, I think it's a, when you look at the number of devices and, okay, what's the device? >>The devices are smartphone. Well the devices now your car, it's every IOT device and down to your toaster and all the crazy stuff people are talking about too. I mean to every industrial application tool that age, computers. So you're distributing now a lot of different compute memory storage across different parts of the network. So I mean they talked earlier in the panel about phones having terabytes of data. You know, it's in, it's just unimaginable. The amount of data storage. Remember you're going to need in a vehicle, you know, they're looking at terabytes per hour of data and then how much of that should they shift off the vehicle? How much did it keep there? So huge opportunity. >> Well, I'd be willing to pay for, um, some memory in my appliances. They tell me when they're going to break. I just got a new dishwasher and I can program it with my, my remote. I don't want to program. I just want to know that on Thanksgiving morning it was that it works. But in a week before it's going to break, I want to know so I can deal with vending and maintenance. That's a big use case. Can't wait until that happens. The last question, so >>I was going to be, I was following up on that last point you were making. Um, uh, so again, this cost of everything, this, this value that you're going to get out of it. Um, it seems to me that, um, that this is gonna take a long time to push out. Um, and, and before it actually down. And people will actually know whether they can pay for this. And then one thing in particular is there's a lot of resistance in, in the, in the States anyway, to all of these devices being put very, very close, you know, to the, to, to it for example, putting all the devices down, download a row for example, that, that, that seems to be very expensive and, and going to get a lot of reaction from consumers is, is that not the case? >>So I actually, we're not seeing it that much. I mean if you look across the globe, um, China obviously is a slightly unique situation. Massive deployments already happening there. Like I said, Southeast Asia, South Korea being among the, you know, the forefront, big deployments already there. And we're seeing big pull from industries already and the operators here in U S are announcing new cities, you know, every month practically. So they are really full on into this. And to some extent it's, it's really just, there's a capacity need to have the spectrum. They need to make the investments and they're, they're doing it as we speak. >>So I think it depends on me. Why was it a meeting the other day in Boston with a lot of city officials and folks that worked for the mayor's office? They're envisioning Boston, you know, for the next 50 years, smart cities and five G was like, if you did a word cloud 5g was that the number one topic? You know, we talked earlier about sports stadiums. You can see that being, you know, use cases going to be these >>hotspots where it's of very, very high >>of the city in this case in Boston's case are they're going to invest, right? And they're gonna think that's going to be a differentiator for cities. >>You have this amazing infrastructure, you know, five G infrastructure that allows you to take advantage of that, be it just from, they talked about traffic congestion and what the city can do and then what the businesses and the consumers can do in that area that that can end up being a differentiator for innovation companies going there and so on. >>Right. All right. We're going to go before they blow us out. No, thanks very much for coming to the queue very much. All right, great. To have you on. I keep it right there, buddy. We'll be back with our next guest after this short break. You're watching the cube live from micron insight 2019 from San Francisco right back.