LoraWan vs 5G NB-IoT20 Aug 2023 11:04
A little light reading
https://www.soracom.co.uk/blog/nb-iot-vs-lorawan/
https://blog.semtech.com/lorawan-5g-fact-vs-fiction-comparing-to-nb-iot
https://ubidots.com/blog/lorawan-vs-nb-iot/
https://blog.velosiot.com/difference-between-lorawan-nbiot
My take being that these are, will be, complementary technologies with different advantages for different use cases the general upshot being that LoraWan will ultimately be driven into market niches with 5G NB-IoT becoming prominent elsewhere. In power terms Lorawan is better but, depending on application, not significantly so.
The big shout for LoraWan is unlicensed spectrum but you have to consider that companies that have 5G licenses have already paid for and bought up the spectrum on a term basis. It is in effect a flat cost so the desire is to maximise its use and overall profitability. If your 5G voice/broadband cellular network supports the licensing cost, and it should, then your 5G NB-IoT comes for free or is at least subsidised.
Wylds interest in 5G NB-IoT is likely not only driven by the extra markets it provides but also because it is going to impact on the markets available to them via LoraWan. Again I will suggest that Wyld is already behind the curve with regard to others given satellite 5G NB-IoT is already being adopted or is in operation and Wyld suggest they will not have commercial silicon unti Q4 2023.
Also in the same way that Wyld are constrained in their operations because they do not operate their own constellation(s) they are now similarly constrained in that they do not have a license for 5G. This may turn out to be a competition issue but, although I have not looked very hard, there does not as yet seem to be any action by the regulators to open up the market in the same way as BT was forced to open up their network to broadband competitors in the UK.
I have little doubt that people like AT&T, Verizon, Starlink and others will be extremely reluctant to let third parties such as Wyld in on their turf. As a result both in terms of access to satellites and access to spectrum Wyld is in a horribly constrained situation. Despite their announcement of a, prospective, 5G NB-IoT solution which has already been implemented and is in operation by others they still need spectrum which might be hoped to materialise from their collaboration with StarLink under SpaceX.
Unfortunately as we have already seen Swarm who have already operated an LEO cluster and LoraWan network ostensibly doing what Wyld are now doing and been bought up by SpaceX. They are now abandoning their Lorawan network, and constellation, in favour of 5G NB-IoT via Starlink. Presumably this is where the money is. The qustion therefore becomes is SpaceX actually willing or inclined to allow Wyld to hitch a ride on their skirts in competition with Swarm, a company they own, or is the collaboration for a lesser goal. As previously speculated access to Swarms now defunct LoraWan constellation.