5G

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance

Huawei Analyst Summit 2023 Review

Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI).  Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors.  For instance,… Read More »Huawei Analyst Summit 2023 Review

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud

Nokia Highlights its RAN, Cloud and Broadband Progress

Nokia’s Global Analyst Forum this week highlighted two main trends.  First, the company says it has caught up to rivals in its 5G radio development.  Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors.  Second, the company emphasizes its message that it is the “green… Read More »Nokia Highlights its RAN, Cloud and Broadband Progress

DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

For many, the DPU is associated with the Smart NIC and the boundary between computing and networking.  Therefore it has a finite market size tied to the number of servers and appliances in the market.  DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

Rakuten Acquires Altiostar; and Announces European Customer, 1&1

​Today, Rakuten announced that has acquired the rest of Open RAN startup, Altiostar.  It already owned 67% of the pioneering vendor, and paid another $370 million to acquire the rest, at a valuation just over $1 billion.  The company is adding Altiostar to its Rakuten Communications Platform (RCP) capabilities now… Read More »Rakuten Acquires Altiostar; and Announces European Customer, 1&1