Mobile World Congress 2026 crystallized the AI-RAN strategic split. Nokia and Samsung are betting on merchant silicon (CPUs and/or GPUs), while Ericsson, Huawei, and ZTE continue relying on purpose-built ASICs. The merchant camp believes general-purpose chips are now powerful and available enough to run real-time RAN functions plus AI workloads… Read More »MWC 2026: The RAN Chip Wars – Merchant vs ASIC Strategies
Disaggregation and ZR Optic Technology to Drive Market Growth Through the End of the Decade INCLINE VILLAGE, NEV. Jan. 10, 2024 — According to a newly released report issued by founding analysts of 650 Group, the SP Routing market is currently in a correction period as Service Providers (SP) work… Read More »SP Routing Market Set to Exceed $18B in 2028; According to 650 Group
In 2Q’22, revenues for the RAN (Radio Access Network) market were 3% less 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.… Read More »2Q’22 RAN Market and Long-Term Forecast Results
During the first half of 2022, SPs continued to push a dual vendor strategy and shift towards fixed architectures to eliminate complexity. Fixed 1RU and White Box architectures in Routing (based on Jericho chipset) became enticing to many customers. There are nearly a dozen white box vendors shipping today across… Read More »Disaggregated Routing Super Charged in 2022 as DriveNets Raises its Series C Funding
