Seeking Alpha

Ubiquiti launches new backhaul gear, promises big performance gains

  • Ubiquiti (UBNT +0.6%) claims its new airMax ac wireless backhaul systems can deliver 450+ Mbps of throughput, or 3x that of the regular airMax. Improved latency and noise immunity is also promised, as is a range of 25+ km.
  • Ubiquiti attributes the performance gains to its use of a custom signal-processing ASIC, improved firmware, new antennas, and proprietary RF filtering tech (called airPrism) that lowers noise/interference.
  • CEO Robert Pera mentioned on the FQ3 CC (transcript) Ubiquiti will initially offer point-to-point airMax ac hardware before later rolling out multi-point products.
Comments (3)
  • a alto
    , contributor
    Comments (140) | Send Message
     
    Should be a real advantage for U.B.N.T. add that to the new markets the governments opening up and they should have a huge second half .
    3 Jul, 02:32 PM Reply Like
  • Philip Marlowe
    , contributor
    Comments (957) | Send Message
     
    This is great news for UBNT. The higher performance will enable UBNT customers to compete with cable internet. Thus far, UBNT equipment has mostly been used in places where there is no cable internet.

     

    But considering how cable companies keep hiking prices (especially for businesses) wireless internet with this new Ubiquiti equipment will become a viable option very soon.

     

    Furthermore, this new equipment uses custom UBNT silicon for the first time. This will make copying UBNT equipment virtually impossible and will put a big barrier to entry in front of the competition. Currently there is very little competition to speak of, but this new generation of devices will make it even more difficult to enter this market. UBNT may end up being the largest monopoly in the technology sector.

     

    The main risks I see if, the stuff does not work, or if ubiquiti prices it too high. There may also be a temporary lull in revenues while everyone waits for the new stuff to become available, but this is only temporary and should be ignored.
    3 Jul, 03:39 PM Reply Like
  • manfredthree
    , contributor
    Comments (1483) | Send Message
     
    Millions of rural North Americans rely on functional (but minimal ) 3G connections with little prospect of new cable or 4G.(ever) . Add to that many millions who may eventually see fiber and 4G but only a long way down the road. Same story pretty much everywhere. So the immediate market is enormous and pretty much worldwide. Somewhere between Ubiquity and Globalstar we see a whole lot of immediate opportunity.
    3 Jul, 08:25 PM Reply Like
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