It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel… Read More »MWC 24 was about Intel, Private Wireless and Satellite
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
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
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
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)
Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues… Read More »OPtical network revenues grow 5% y/y as hyperscaler customers lead growth
Qualcomm made many wireless-related announcements today from its San Diego, CA headquarters, in place of making a presentation at #MWC20 in Barcelona. Top announcements included its FSM100xx 5G small cell chips customer announcements, RF-chip availability, Wi-Fi 6E demonstrations, and 5G smartphone customer announcements. FSM100xx 5G RAN endorsements. Qualcomm announced… Read More »Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave
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
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”
Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
