Nokia

Product Rich Announcements at Nokia’s SReXperts Americas 2023

New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Product Rich Announcements at Nokia’s SReXperts Americas 2023

Satellites and Enterprise Focus at MWC23

At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23

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

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

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

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