Huawei

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

Huawei UBBF Conference Emphasizes F5.5G and 50G PON

We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand.  This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Huawei UBBF Conference Emphasizes F5.5G and 50G PON

2Q’22 Telecom Core Market and Long-Term Forecast Results

In 2Q22, revenues of the Telecom Core market were 3% greater than the year-ago quarter, according to our recently published report.  The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.   Our report also includes an updated long-term forecast.  We… Read More »2Q’22 Telecom Core Market and Long-Term Forecast Results

1Q’22 Optical Transport Market and Long-Term Forecast Results

In 1Q’22, revenues for the Optical Transport market were 6% greater than the year-ago quarter, according to 650 Group’s recently published report.  The market overall has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.   On a regional basis, North America had… Read More »1Q’22 Optical Transport Market and Long-Term Forecast Results

650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report.  The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.  The report also includes an updated long-term forecast.  For the… Read More »650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

Huawei Analyst Summit 2022 Recap

We participated in the Huawei Analyst Summit 2022 (#HAS22) for three days this week.  The conference started with a keynote featuring Rotating Chairman, Ken Hu and then there were many executives and managers in charge of various operating groups at Huawei.   To summarize, Hu said there will be challenges ahead… Read More »Huawei Analyst Summit 2022 Recap

MWC 2022 Recap

Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week.  Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap

Mavenir Hightlights is RAN Progress at its Analyst Meeting

Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry.  The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders.  The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting