In the keynote session of Huawei Analyst Summit 2021, there was a big focus on chip availability, both in prepared remarks and from questions fielded from the audience. Huawei Deputy Chairman, Eric Xu, as he has done in past years, answered questions from the audience. Huawei reiterated that it has… Read More »Huawei Analyst Summit 2021 Keynote Highlights
650 Group Reports that Managed Hardened and Industrial Switching to Triple and Make Up Increasing Portion of Campus Switching Offerings by 2025 INCLINE VILLAGE, NEVADA, Jan. 26, 2021 — According to a new report published by 650 Group, titled Industrial Switching Forecast 2020-2025, the worldwide Managed Industrial Switching market will… Read More »Industrial Ethernet Switching Forecasted to Outpace Data Center Switching & Campus Switching Markets Over Next 5 Years
Nokia reiterated its commitment to 25G PON in its two-day briefing with industry researchers this week. It also shared some interesting commentary about is progress with Fixed Wireless Access (FWA) and its consumer Wi-Fi devices. But, what makes Nokia’s 25G announcement so interesting is that there is significant controversy associated… Read More »Nokia Fixed Networks Group Counting on 25G PON
Before the consolidation in the Mobile Radio Access Network (MRAN) market that occurred in the past decade during Huawei’s ascendancy, there were a dozen major RAN vendors. They included Motorola, Lucent, Alcatel, Siemens, Nokia, Ericsson, NEC, Fujitsu, Samsung, Nortel, Huawei and ZTE, and they hailed from the US, France, Germany,… Read More »And then there were 10 (RAN VEndors)
The big ideas unveiled at the conference were twofold. First, Huawei is promoting worldwide open standards as a counter to the likelihood that if it gets cut off from US-influenced technology, it may have to create its own, non-standard technology. Second, the company is promoting “F5G,” which is “fixed 5G,”… Read More »huawei Provides 2020 meeting Update
Big themes at the show were WiFi-6, 6 GHz, and 802.11ah. We share some comments about the following organizations: WiFi Alliance, Commscope, Newracomm, Celeno, Cambium, Juniper Networks, On Semiconductor, Extreme Networks, Webb Search, Facebook, UK’s Ofcom, Huawei, and 650 Group. The WiFi Alliance and a handful of other speakers commented… Read More »WiFiNOW London conference themes were WiFi-6, 6 GHz and 802.11ah
ORAN and CBRS were the main themes at Mobile World Congress Americas, held in Los Angeles. I have to say, though, that unlicensed was the third most important theme, though it will emerge to the main stage in future years. ORAN encompasses several topics woven together. ORAN is a set… Read More »Mobile World Congress Americas Themes: ORAN, CBRS and Unlicsned
Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down… Read More »2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe
Today, Huawei announced 1H19 results were CNY401.3B, up 23.2% Y/Y. Carrier business 1H19 revenues were CNY146.5B, with 50 commercial 5G contracts and shipments of more than 150,000 base stations. Enterprise 1H19 revenues were CNY31.6B. Consumer Business 1H19 revenues were CNY220.8B, with 118M smartphone units, up 24% Y/Y. The company said… Read More »Huawei 1H19 Results Strong; Still Growing After Entity List Event
According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS). Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”
