ZTE

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

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

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

OPtical network revenues grow 5% y/y as hyperscaler customers lead growth

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 MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave

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

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

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’s Chip Projects Front and Center at Analyst Summit (HAS2019)

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)