Room for Devices. Capacity for Business.
The usable capacity of a system is the number of devices that can simultaneously be supported per tower or base-station with a given data usage plan. Capacity is a limited resource and the amount of capacity available is heavily dependent on the selected network technology. You can only slice a pie up so many ways before you run out, and capacity works the same way.
Choose a technology to support the devices on your network on the left. To win the game you must add enough devices to outweigh the operating costs on the right of the scale.
Your network can support enough devices to offset the operating costs.
Your network cannot support enough devices to offset the operating costs.
Inadequate capacity hurts device makers, because they are automatically limiting their market size by shortening its length. The worst thing a carrier can do is to invest considerable capital expense in a network that can only lose money due to limited capacity. Everyone loses when a network technology has inadequate capacity.
RPMA has the most bandwidth available of any technology with 80 MHz available worldwide. Other existing LPWA technologies have anywhere from 1.25% to 15% of that.
So not only can they only build single story ranchers, but they have far less land to build it on. That’s hardly the vision for the IoT with tens to hundreds of billions of devices connected.