Point Topic: 931.6M Fixed Broadband Connections at end of Q4-2017; VDSL Growth but Copper Connections Continue Decline

At the end of Q4 2017, the quarterly growth of fixed broadband subscribers decreased slightly compared to the previous quarter and stood at 2.1 per cent. The global number of fixed broadband connections stood at 931.6m.

The main trends in Q4 2017:

  • Copper connections continue to decline, having dropped by 6 per cent between Q4 2016 and Q4 2017, while FTTH connections increased by 28 per cent in the same period.
  • A number of countries saw VDSL growth in double digits – Italy 21%, Slovakia 16%, New Zealand 14%, among others.
  • Three quarters of global fixed broadband subscriptions are fibre (FTTH/B/C) and cable based.
  • In more than 40 countries over half of all subscribers use fibre or cable rather than ADSL or other technologies.
  • In 12 months to the end of Q4 2017, China added nearly 70 million FTTH connections. This figure constituted 83% of global FTTH net adds in the period.
Read the full report World Broadband Statistics – Q4 2017The data used in the analysis is taken from Point Topic’s Global Broadband Statistics service.

Is FCC Net Neutrality Rollback Coming? Will that spark cablcos investment in rural/ suburban areas? AT&T won’t challenge FTC

Net neutrality advocates are declaring June 26 another day of action in support of Democrats’ resolution to restore the 2015 Obama-era net neutrality rules. Public Knowledge, Common Cause, Consumers Union and other groups want to bring pro-net neutrality Americans directly to the offices of their representatives in the House to lobby for passage of the measure, drawn up under the Congressional Review Act. The Senate passed it 52-47 last month, and so far 124 House lawmakers have signed the paperwork to force a floor vote (they need 218, so they’ve got some work cut out for them). TechFreedom is hosting a more skeptical panel discussion on Democrats’ effort Tuesday. Among the panelists slated to appear is Grace Koh, who advised President Trump on telecom issues until she left the White House earlier this year.

Tom Leithauser of TR Daily (subscription required) wrote yesterday:

The rollback of net neutrality rules by the FCC will spark broadband investment in rural and suburban areas served by small and mid-sized cable TV operators, Matthew Polka, president and chief executive officer of the American Cable Association, said on this week’s “The Communicators” program.

“It created a sense of greater innovation and investment that these companies can now deploy,” Mr. Polka said on the show, which is set to air on C-SPAN tomorrow and C-SPAN2 on Monday.

He noted that broadband networks were increasingly being viewed as “infrastructure” by policy-makers and that deployment to underserved and unserved areas was a top priority at the FCC and among some members of Congress.

One impediment to broadband deployment, he said, is the time and cost required to arrange access to utility poles. Andrew Petersen, an ACA board member and senior vice president for TDS Telecom who also appeared on the C-SPAN program, said pole attachment rates for his company averaged $7.80 per pole, but were significantly higher in some markets. “It really retards our ability to make those investments to extend broadband,” Mr. Petersen said.

Mr. Petersen expressed hope that the FCC’s Broadband Deployment Advisory Committee would offer recommendations on ways to lower the cost of pole attachments and other broadband deployment expenses, which he said were his company’s top cost.

“When you bring robust broadband to a new area, you’re combatting the ‘homework gap,’ [and] you’re allowing for economic development and commerce to take place,” Mr. Petersen said. He said it was unlikely, however, for 5G service to bring broadband to unserved areas because those areas generally lack structures needed to place 5G equipment.

“We’re not bullish that 5G is going to make its way to suburban and rural areas immediately,” he said. “I don’t believe 5G technology is going to make its way to those areas in the next several years.”

In a related CNET post, Margaret Reardon wrote:

AT&T has given up efforts to challenge the Federal Trade Commission’s authority to regulate broadband (Internet access) providers.  AT&T on Tuesday informed court officials that it would not file a petition to the US Supreme Court to challenge a lower court’s decision in the case. In 2014, the FTC sued AT&T in the US District Court of Northern California, accusing the company of promising unlimited data service to customers and then slowing that service down to rates that were barely usable. The case hasn’t yet gone to trial since AT&T had argued that the FTC has no authority over any of AT&T’s businesses.

The US Appeals court in Northern California rejected that argument in February and said the case could proceed. AT&T had until May 29 to file an appeal the the Supreme Court to challenge the decision.

AT&T indicated earlier this month in a status report submitted to the appeals court that it was considering appealing to the Supreme Court to stop the case.

This case was being closely watched by net neutrality supporters, because the question of whether the FTC has authority over AT&T would have had big implications for the future of the internet and whether there will be any cop on the beat ensuring that consumers are protected from big phone companies abusing their power online.

Why? When the Federal Communications Commission gave up its authority to police the internet with its repeal of net neutrality regulations in December, it specifically handed authority to protect consumers online to the FTC.

Net neutrality is the idea that all traffic on the internet should be treated equally and that large companies like AT&T, which is trying to buy Time Warner, can’t favor their own content over a competitor’s content. Rules adopted by a Democrat-led FCC in 2015 codified these principles into regulation. The current FCC, controlled by Republicans, voted to repeal the regulations and hand over authority to protect internet consumers to the FTC.

But there was one hitch in the law that could have made it impossible for the FTC to oversee some of the biggest broadband companies. Many of these companies, like AT&T and Verizon, also operate traditional telephone networks, which are still regulated by the FCC. AT&T argued that because some aspects of its business, like its traditional phone services, are regulated by the FCC, the FTC doesn’t have jurisdiction.

A federal appeals court disagreed with AT&T’s argument, stating the FTC can fill in oversight gaps when certain services, like broadband, aren’t regulated by the FCC. If AT&T had appealed to the Supreme Court and if the court had taken the case and ruled in AT&T’s favor, it would have meant that phone companies providing broadband or wireless internet services would be immune from government oversight. By contrast, cable companies, which do not operate traditional phone networks regulated by the FCC, would still be under the authority of the FTC.

For now, that doomsday scenario is put to rest and the lower court’s ruling that the FTC can, in fact, oversee all broadband providers stands.

Meanwhile, net neutrality supporters continue their fight to preserve the 2015 rules. Several states, including California and New York, are considering legislation to reinstate net neutrality rules. Earlier this year, Washington became the first state to sign such legislation into law. Governors in several states, including New Jersey and Montana, have signed executive orders requiring ISPs that do business with the state adhere to net neutrality principles.

Democrats in the US Senate are also trying to reinstate the FCC’s rules through the Congressional Review Act, which gives Congress 60 legislative days in which to overturn federal regulations. The resolution passed the Senate earlier this month and must pass the House of Representatives and eventually be signed into law by President Donald Trump to officially turn back the repeal of the rules.

IHS Markit: Optical Network Equipment Market off to slow start in 2018

By Heidi Adams, senior research director, IP and optical networks, IHS Markit

Highlights

  • Global optical network hardware revenue totaled $3.1 billion in the first quarter of 2018 (Q1 2018), declining 25 percent sequentially and remaining flat on a year-over-year basis.
  • The global Q1 2018 optical equipment market net of China was down 2 percent year over year. China itself was up 7 percent year over year, and continues to be a key market for optical transport equipment.
  • Huawei remained the overall optical equipment market leader in Q1 2018, with 26 percent market share.

Our analysis

After a strong close to 2017, the optical equipment market got off to a lackluster start in 2018. Modest year-over-year growth in Europe, the Middle East and Africa (EMEA) and Asia Pacific was not sufficient to overcome year-over-year spending declines in North America and the Caribbean and Latin America (CALA) regions in the quarter. Total optical equipment market spending was down 25 percent on a sequential basis, with all regions seeing quarter-over-quarter declines.

Wavelength-division multiplexing (WDM) continues to be the growth engine for the market. In Q1 2018, the WDM segment totaled $2.9 billion, up 3 percent year-over-year, thanks to gains in EMEA and Asia Pacific. Both the metro and long haul segments experienced low single-digit year-over-year growth in Q1 2018.

Synchronous optical networking (SONET)/synchronous digital hierarchy (SDH) continued its overall decline. Global revenue came to $206 million in Q1 2018, down over 25 percent year over year. This segment represented less than 10 percent of the total optical network equipment market in the quarter.

Huawei continued to lead the total optical equipment market by a wide margin in Q1 2018. Nokia secured second place based on continuing strength in EMEA and increasing business in Asia Pacific. Ciena maintained its leadership position in North America and remained number three overall in the global market. ZTE rounded out the top four, but faces a difficult journey ahead with the impact of US sanctions and a subsequent halt in major operations.

Unstoppable bandwidth demand drives long-term growth

IHS Markit anticipates a continuing ramp in network capacity to address growing bandwidth demand. In the metro, the primary driver is burgeoning bandwidth demand—to, from and between data centers.

Not to be ignored is the coming broader introduction and adoption of consumer 4K and higher video content and services on a variety of devices. The shift from data to video to virtual reality (VR)/augmented reality (AR) will add yet another set of bandwidth-intensive and latency-sensitive services to the mix toward 2022.

Finally, a further evolutionary shift in mobile network architectures in preparation for 5G and a range of new fixed and mobile machine-to-machine (M2M) and Internet of Things (IoT) applications will set the stage for an investment cycle at the farthest reaches of the optical access network.

Based on these industry trends, the optical equipment market will grow at a compound annual growth rate (CAGR) of 4.5 percent from 2017 to 2022, according to IHS Markit forecasts.

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Editor’s Note:

We believe much of the anticipated fiber optic network growth will come from a variety of factors in the metro, including data center interconnect demands, higher-bandwidth video transmission (with the advent of 4K video) and eventually virtual and augmented reality.  We think 5G mobile backhaul support  is questionable in the next few years considering all the “5G” hype and lack of standards till IMT 2020 (5G radio aspects ONLY) recommendations are finalized in late 2020.

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Optical Network Hardware Market Tracker – Q1 2018

This report tracks the global market for metro and long-haul WDM and SONET/SDH equipment and SONET/SDH and WDM ports. It provides market size, market share, forecasts through 2022, analysis and trends.

PointTopic: Fiber & cable make up 3/4 of global fixed broadband subscriptions

Fiber and cable networks are dominating the global broadband market, with the technologies now servicing 77% of fixed subscriptions, new figures from Point Topic have revealed.

According to the Global Broadband Statistics, which take into account subscriptions up to the end of 2017, more than 50% of people in more than 40 countries, including Singapore (97%), China (89%), United States (87%), and the UK (55%), are connected via full-fiber, fiber-fed copper or cable.

Point Topic Research Director Dr Jolanta Stanke  told the Broadband Forum:

“We are finding that customers across most global regions increasingly prefer faster broadband services delivered over fiber and cable platforms, as opposed to ADSL. This trend will continue as more bandwidth-hungry young consumers become paying decision makers, even though superfast 4G LTE and 5G mobile broadband services will compete for their wallets.”

Fiber-fed subscriptions – including Fiber-to-the-Home (FTTH), Fiber-to-the-Building (FTTB), Fiber-to-the-Cabinet (FTTC), Very High Bitrate Digital Subscriber Line (VDSL), VDSL2 and G.fast – accounted for 57% of broadband subscriptions, with more than 530 million connections. Stanke agreed VDSL and Gfast were together largely responsible for the growth that fiber has seen, with more than 30 operators across all continents deploying or trialing G.fast.

“G.fast gives operators a more cost-effective variant of fiber that will be used by operators who want to upgrade their existing networks quicker and more easily,” she added. “This could enable them to serve more customers in less densely populated areas, where direct fiber investment is less economically feasible.”

In total, cable, including hybrid fiber-coaxial, accounted for 20% of all fixed broadband connections. According to the report, the latest standard of this technology is currently deployed across several markets, being especially popular in North America, and can deliver gigabit download speeds.

Broadband Forum CEO Robin Mersh said the figures reflect the fact that new technologies that let operators deploy fiber deep into the network without having to enter buildings themselves are quickly moving from trials to mass deployment.

“If operators want to deliver competitive broadband services, maximizing their investments through the use of technologies like G.fast is vital,” said Mersh. “Expanding the footprint of their existing fiber networks in this way is cost-effective and delivers the gigabit speeds consumers crave. The growing trend towards fiber, whether its fiber-fed copper or full fiber, and cable deployments highlighted by Point Topic’s report confirms that the Forum’s work on interoperability and management of ‘fiber-extending’ technologies is vitally important.”

The voracious demand for connectivity is evident in the increased demand for fiber, cable and coax despite the parallel growth of LTE and MAYBE (?) “5G.”

Though “5G” is in currently proprietary to each wireless network operator, huge investments in fiber, coax and copper are being made because strategic planners expect 5G to be mainstream in the next several years (we think NOT until late 2021 at the earliest when IMT 2020 recommendations are finalized and implemented in base stations and endpoint devices.

Last month, Broadbandtrends’ Global Service Provider G.fast Deployment Strategies surveyed 33 incumbent and competitive broadband operators from across the globe.  The market research firm found that four in five service providers have G.fast plans for this year and that 27% are in active deployments.   AT&T is a huge supporter of G.fast while Verizon is not.

About the Broadband Forum
Broadband Forum, a non-profit industry organization, is focused on engineering smarter and faster broadband networks. The Forum’s flagship TR-069 CPE WAN Management Protocol has now exceeded 800 million installations worldwide.

Australia’s NBN Abandons Plans for 100Mb/sec Fixed Wireless Access; Telstra testing “5G” vs Verizon’s Plans?

In sharp contrast to Verizon’s claim of delivering (fake) “5G” broadband wireless access in the U.S. this year, Australia’s NBN Co.has abandoned plans to provide 100Mbps broadband plans for fixed wireless customers.  Last month, we wrote about state owned NBN’s FTTC plans, but there was no mention of fixed broadband wireless access.

“We killed it,” NBN boss Bill Morrow told a Senate Estimates committee. Mr Morrow said consistently achieving 100 Mb/sec would cost “billions and billions of dollars” — an Australia taxpayer spend he described as “outrageous.”

“The economics … [start] to actually break apart to a point where it doesn’t make any sense.  It would just never happen” Morrow added.  “There is no economic model that would work … [especially when] it’s hard to find applications that warrant the need for 100 Mb/sec.”

Mr Morrow said at peak times of the day — for example, in an evening when people stream video — 100 Mb/sec speeds could not be consistently maintained.

More than 230,000 households are currently NBN fixed wireless customers, the committee heard, with the rollout of nearly 2,000 cell towers costing $AUS 2 billion to date.   Australia’s fixed wireless network has struggled with congestion, with speeds in some areas less than what the average Turkish internet user enjoyed in 2012.

Morrow said NBN is trialing “5G” ahead of the commercial launch, but he didn’t provide details of which “5G” technology would be used.

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Telstra is currently trialing 5G on Australia’s Gold Coast using mmWave.  It has achieved speeds of roughly 3,000 Mbps.  Telstra has committed to making 5G available in all major capital cities and regional areas over the course of that year. But that will be limited to key metro areas.

To put that in context, the fastest speed offered to nearly all Australians by the NBN is 100 M bit/sec. So that means 5G could be 30x faster than the NBN top speed tier – 100 M bit/sec.  Approximately 6.3 million Australian homes are able to connect to the NBN network today and that number should rise significantly over the next couple of years.

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Author’s Note:

Neither this author or AT&T is encouraged by Verizon’s plan to deploy “5G” mmWave band, fixed broadband access in the U.S. this year using its propriety V5GTF specification.

AT&T’s CFO John Stephens said on the mega telco’s last quarterly conference call with Wall Street analysts: “We’re not as excited about the (5G fixed wireless) business case—it’s not as compelling yet, for us, as it may be for some.”

AT&T believes it might be more effective to simply deliver very high speed internet services via its growing fiber network via FTTP.

“To get that fixed wireless to the residential, you still have to have backhaul from where the 1,000 feet away to the 1,500 feet away, and you still have to have that backhaul infrastructure. So that could be, depending upon your ability to successfully pick who is going to buy, and how much you’re going to need, it’s going to be a very tricky business case,” Stephens explained. “For us, with this extensive fiber network, we will be able to have that backhaul. With this extensive FirstNet network, we’ll be able to have that backhaul. But quite frankly, if we’ve got FirstNet and we’ve got fiber there, it may be just as effective, and may be a better quality product, to give those customers fiber to the home.

“So, we’re continuing to work at it, I just don’t want to hold it out as a—right now, as you can tell, we are more excited about our FirstNet opportunity, about our fiber opportunities that we’re building and selling into that. And quite frankly, about the overall 5G Evolution and 5G capabilities in our overall mobility network, serving much of the mobile broadband demands that are out there.”

AT&T has promised to launch mobile “standards based (?) 5G” services in a dozen cities by the end of this year. The carrier has said that its so-called “5G Evolution” markets offer advanced LTE technologies that pave the way for its “5G” service(s).

On its 1st quarter 2018 earnings call, Verizon CFO Matt Ellis said that Verizon had shown propagation “over 2,000 feet,” for the 28GHz millimeter wave (mmWave) technology it will use for its 5G fixed wireless service which has been announced for Sacramento and Los Angeles, CA before the end of this year.

In January of this year, Verizon CEO Lowell McAdams stated:  “we’re very comfortable with being able to deliver a Gigabit of service to everyone that we’re providing (5G fixed broadband) service to,” when the company launches its 5G fixed wireless service in the U.S. this year.

Opinion: 

NBN’s killing of their much lower speed (100Mb/sec) fixed wireless service and AT&T CFO’s comments on the lack of a business case especially considering the need for fiber backhaul, caste a lot of doubt on Verizon’s “5G” fixed broadband access plans.

 

 

 

NFIC Conference at SCU May 30, 2018 3PM-10PM: Accelerating Smart and Connected Communities

The joint IEEE-NATEA conference on an emerging technology is aimed to provide IEEE and NATEA members with an inexpensive solid overview of a technology that may affect their work and careers in the near future.

Co-organized initially by IEEE Computer Society Silicon Valley Chapter and NATEA in 1999, the New Frontiers in Computing Conference aims to provide computer and engineering professionals with enough technical information on a developing field to make informed decisions as to its role in their professional careers. NFIC strives to make all this accessible through an inexpensive one-day conference on emerging technologies such as Cloud Computing, Nanotechnology, Multi Core Processors and RFID.

Innovation in edge cloud and increased automation of technologies drive urban agglomeration to meet our lifestyle demands. Through keynotes, panelists, and presentations, this conference provides a means to enhance your understanding of the problems and solutions that are at trial in communities and the workplace.

The conference will address the innovation in edge cloud and the increased automation of associated technologies that are driving urban agglomeration to meet our lifestyle demands. In addition, we will explore how these technologies are being used in:

-Mobile Edge Computing with Distributed Cloud

-Smart Devices and Gateways

-Location-Based Applications

At the end of this conference, we hope you are equipped with the knowledge and tools to collaborate with your communities. Most importantly, we hope that you will carry forth the vision of bringing cutting-edge technologies and innovations to ensure that all benefit from the improved standards of living that smart and connected communities offer.

More info at:

https://ieee-nfic.org/program/

https://ieee-nfic.org

Dell’Oro: Market for disaggregated WDM systems increased 142% YoY in 1Q-2018

A new report from market research firm Dell’Oro Group states the market for disaggregated WDM platforms increased at a 142% year-over-year (YoY) growth in sales in the first quarter of this year.  This high growth was driven by the adoption of disaggregated WDM systems expanding beyond web-scale companies and data center interconnect (DCI).   

“Small form factor, disaggregated WDM systems were developed for the hyperscalers,” said Jimmy Yu, Vice President at Dell’Oro Group. “And for a long period of time, they were the only large purchasers. However, now we see a growing number of buyers that include cable operators and wholesale carriers.  We think this is just the start of a good thing, and expect demand for these disaggregated systems will continue to grow at a hyper-scale rate,” added Yu.

Disaggregated WDM systems reached an annualized revenue run-rate of $800 million in the first three months of this year and Dell’Oro projects the run rate will exceed $925 million for full-year 2018. Ciena and Infinera currently have enjoyed the most success in this niche, with a combined market share of approximately 60% for the trailing four quarters ending in 1Q-2018.

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Author’s Note:  The move towards disaggregated network equipment started in the Open Compute Project (OCP) Networking and Telco groups.  It’s now being propelled forward by the the Telecom Infra Project (TIP) which aims to create greater innovation and flexibility through disaggregation of traditional (vendor specific/proprietary) network equipment.  TIP is also  attempting to disaggregate optical line terminal equipment (e.g. OLT) and transmission systems such as those that use mmWave frequencies.  We first wrote about this disaggregation mega-trend almost three years ago in this article.

Here’s a schematic of an open line system (OLS), which allow transponders from many different suppliers to share a single line system:

Figure 1: Open Line System

                                                                       Figure courtesy of Infinera

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Dell’Oro Group’s “Optical Transport Quarterly Report” provides tables stating manufacturers’ revenue, average selling prices, and unit shipments (by speed, including 40 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps). The report tracks DWDM long-haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switches, optical packet platforms, and data center interconnect (metro and long haul).

To purchase this report, call Daisy Kwok at +1.650.622.9400 x227 or email Daisy@DellOro.com.

About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

 

Ericsson’s Deliverables and Take-aways from IoT World 2018 & Private Briefing

Ericsson is one of the top three wireless network equipment companies in the world (they were #1 until Huawei took that coveted spot).  Approximately 40% of the world’s mobile traffic is carried over Ericsson networks.  The company has customers in 182 countries and offers comprehensive industry solutions ranging from Cloud services and Mobile Broadband to Network Design and Optimization.  Ericcson also has one of the most compelling IoT platforms in their IoT Accelerator, which we described earlier this year.

IoT platform ecosystem

Image above courtesy of Ericsson

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Ericsson had a huge presence at IoT World 2018 with an impressive exhibit floor booth, a Wednesday private briefing session at their Santa Clara, CA location and three presentations at IoT World 2018 conference sessions.

I attended the private briefing at Ericsson- Santa Clara, got a tour of some of the exhibits there, heard the talk by Shannon Lucas (VP. Head of Emerging Business Unit in North America) on Tuesday and met with Ericsson’s IoT expert Mats Alendal on Thursday for a one on one conversation about Ericsson’s IoT strategy and associated wireless WANs (e.g. NB-IoT, LTE-M, and “5G”).

Most surprising was that Mats claimed that the transition from 4G LTE to whatever the 5G RAN/RIT is will be ONLY A SOFTWARE UPGRADE OF ERICSSON’S BASE STATION.  He also said that if the 5G latency could be reduced to 1 or 2 ms, it would open up many new real time Industrial IoT (IIoT) applications that we haven’t thought of yet.  Such a low latency would require a controlled environment, typically in a manufacturing plant or similar, and mm wave radio.

Currently most IIoT applications rely on wired connectivity on a factory floor, manufacturing plant or test facility.  In a few cases wireless LANs (e.g. WiFi, Zigbee, proprietary) might be used.   Hence, wireless WAN connectivity represents a big shift for many industrial customers. IIoT use cases in manufacturing require a wireless WAN with  low latency, guaranteed delivery of messages/packets/frames, and instant control/feedback.

One of the best IIoT wireless WAN solutions is Private LTE.  It’s probably more robust than cellular LPWANs (NB-IoT and LTE-M) and provides cost benefits as well. In a Thursday afternoon session, Nokia recommended Private LTE for many of those IIoT applications (more information by emailing this author).  Ericsson is delivering Private LTE equipment via its 3GPP compliant, licensed and unlicensed bands for Private LTE.

IIoT use cases powered by Ericsson  include connected factory robots, manufacture of highly precise bladed disks (BLISKs) for turbines, and spherical roller bearings for SKF.  A case study for 5G trial for BLISKs may be viewed here.

Highlights of Shannon Lucas’ talk – Data Infrastructure: Mobile IoT: LPWAN & 5G:

  • 18B connected IoT devices are expected by 2022 (that’s down from earlier forecasts of 20B and more by 2020)
  • Edge computing network is needed for ultimate scalability and a great user experience (user might be a machine/device)
  • Hardware innovation platform can make LTE-M and NB-IoT easier to implement for network operators.  AT&T and Verizon are using Ericsson’s NB-IoT technology for their commercial offerings.
  • Ericsson has driven standards for cellular connectivity, and that effort is now naturally extending into setting standards for IoT, and more specifically, cellular IoT. With standardization, the IoT becomes a platform from which collaboration between organizations, both private and public, will benefit us all.
  • Ericsson’s standardized approach for connecting devices and sensors allows cities to collaborate and share data, regardless of legacy platforms. This helps engineers improve traffic flow, and allows emergency services to optimize response times.
  • A collaboration between Ericsson, Intelight and Teleste is helping to break up traffic and information gridlock. Four cities in the Dallas-Fort Worth metroplex have launched a regional system employing the Ericsson Connected Urban Transport ITS platform.

Wednesday Evening Private Briefing:

Ericsson Ventures (VC arm of Ericsson) is focused on driving innovation in areas that will accelerate Ericsson’s core business and generate strong financial performance.  Intent is to combine start-up solution with Ericsson’s technologies. 6 to 7 deals per year with average investment of $1.5M.  Ericsson likes to be part of a syndicate of VCs and corporate investors in the targeted start-up.  They are start-up stage agnostic.

Areas for Ericsson Ventures investment include:  IoT, analytics connected car, security, SDN, AR and VR, mobile advertising, wireless connectivity AI and ML.

Many new IoT applications will be enabled by 5G (so thinks everyone), including the connected car and real time control for IIoT.  This author is not so sure. We think that high bandwidth and/or low latency might be needed for at most 5 to 10% of IoT applications.

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References:

Ericsson IoT accelerator platform: https://www.ericsson.com/en/internet-of-things/solutions/iot-platform

Ericsson Technology Review (our most technical papers): https://www.ericsson.com/en/ericsson-technology-review

Cellular IoT Use Cases:  https://www.ericsson.com/en/networks/cases/cellular-iot

Enabling intelligent transport in 5G networks

Industrial automation enabled by robotics, machine intelligence and 5G

Ericsson white papers: https://www.ericsson.com/en/white-papers

  • 5G radio access – capabilities and technologies
  • Cellular networks for Massive IoT

Cignal AI: Optical Hardware Spending Grows in Europe, Asia Pacific in 1Q2018; flat in North America

According to research firm Cignal AI, first quarter 2018 growth in optical hardware sales in the Asia Pacific region was fueled by additional increases in spending outside of China. Sales in the EMEA region also grew YoY, and larger equipment vendors express optimism about incumbent operators future spending. Cignal AI’s report also illustrates an ongoing a spending decline in the North American market, which has proved weaker than expected.

“The massive spending in China during 2017 has slackened during 1Q18, resulting in flat year-over-year growth. A precise determination of results for the region is complicated by the ongoing ZTE export ban and ZTE’s communication blackout,” said Andrew Schmitt, lead analyst for Cignal AI. “Meanwhile, North America continues to be weaker than expected in an aggressive pricing environment.”

Cignal AI’s Optical Hardware Report is issued each quarter and examines optical equipment revenue across all regions and equipment types. Shipment information and guidance from individual equipment companies are included, and forecasts are based on spending trends in each region and the equipment types within those regions.

Key Findings In 1Q18 Optical Hardware Report:

  • RoAPAC exceeds forecasts, while Chinese market softens.Optical hardware spending in China was flat year-over-year. Cignal AI estimates ZTE experienced a soft quarter even before the impact of the export ban. Outside of China, the RoAPAC continued to grow, with Huawei, Nokia, and Coriant as primary beneficiaries.
  • North American optical hardware spending remains weak. North American spending declined by nearly double digits YoY in the first quarter. Cignal AI expected the region to rebound in 2018 with the return of stabilized pricing. But aggressive pricing continues and may impact total spending levels for the entire year. Infinera was a bright spot in the North American market as sales of its new ICE3-based products helped lead a revenue turnaround for the company.
  • Optimism abounds in EMEA. Vendors are optimistic about ongoing spending trends in the EMEA region, particularly among the large incumbents. This bodes well for Nokia and Ciena; two companies well-positioned to take advantage of new market opportunities.

Real-Time Optical Hardware Tracker Now Available from Cignal AI

Cignal AI launched its new and unique Optical Hardware Market Share Tracker. The tracker provides real-time visibility on individual vendors’ ongoing results as soon as they are reported. This insightful tool gives Cignal AI clients the freshest, most up to date market data possible to enable well-informed market analysis.

About the Optical Hardware Report

The Cignal AI Optical Hardware Report includes market share and forecasts for optical transport hardware used in optical networks worldwide. Analysis includes an Excel database and PowerPoint summaries, plus Cignal AI’s real-time news briefs on current market events, Active Insight. The Hardware Report examines revenue for metro WDM, long-haul WDM and submarine (SLTE) equipment in six global regions and includes detailed port shipments by speed. Vendors in the report include Adtran, ADVA, Ciena, Cisco, Coriant, Cyan, ECI, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, MRV, NEC, Nokia, Padtec, TE Conn, Transmode, Xtera and ZTE.

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Verizon talks up OTT video over “5G” fixed access; will participate in “5G” trial in South Africa

Verizon will join with an unannounced over-the-top (OTT) video company rather than launch a linear service of its own, CEO Lowell McAdam said during a Yahoo Finance interview yesterday. Verizon intends to bundle the OTTP video service with its “5G” fixed access starting in the fourth quarter. “I think the linear TV model is dead — it’s just going to take a long time to die,” he said.

“Our view is we should partner with those that are in the linear game, let them be very good at what they do. We’ll add digital content to that mix and we’ll position ourselves for where we become more of an over-the-top video culture versus the linear model that we have today.”

What McAdam is previewing is an integrated OTT offer that combines a linear channel line-up and VOD with Verizon’s digital assets. He hopes this approach will provide both some differentiation in the market and additional ways to monetize their Oath digital content.

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Separately,  Verizon will participate in a trial “5G” network to be deployed in South Africa by local telecommunications company Comsol. South Korea’s Samsung Electronics has also joined Comsol as a partner in the venture.  The three firms will deploy a trial “5G” network, which will be operational by the third quarter of 2018, Comsol CEO Iain Stevenson told TechCentral by phone on Tuesday. The objective is to showcase the network at the upcoming ITU Telecom World conference to be hosted by South Africa later this year.

Stevenson said the trial will be converted into a full commercial network with more base stations early next year once the 5G standards have been ratified. Comsol has been working to build a 5G network in South Africa for some time.

The trial, which will take place in Johannesburg, will consist of two “multi-sector” base stations to start, connected to fibre-optic backhaul. Multiple demonstration points will be established where members of the public will be able to experience 5G, which will deliver gigabit-class Internet access. Both Samsung, whose technology will be used in the trial, and Verizon will send engineers to South Africa to assist in the construction of the network.

Though the trial network will be “non-commercial”, customers will be connected to it and will use it in real-world environments, Stevenson said. Other 5G trials in South Africa have not involved live customers.

The “point-to-multipoint” network will utilise Comsol’s extensive spectrum assignment at 28GHz — it owns more than 30% of the high-frequency band. Stevenson declined to comment in detail on Comsol’s strategic plans, including its likely future funding model, but said it intends offering services to both businesses and retail consumers, with the technology serving as a replacement to fiber.

The trial is aimed at delivering a wireless solution that rivals “FTTx” offerings, including fiber to the business and fiber to the home, by early next year. This will be achieved by using the “pre-5G” proprietary standard from Verizon’s 5G Technical Forum for fixed-wireless deployments in the 28GHz and 39GHz bands. The proprietary standard will ultimately be converted into the 3GPP 5G New Radio specification once they have been confirmed by ITU-R WP 5D (not before August 2019!)

Stevenson said 5G fixed-wireless access has the potential to connect millions of South Africans with high-speed connectivity that would never be possible with fiber solutions, which, he said, require significant investment in physical infrastructure.

“Verizon has made significant investments in spectrum and technology and established a number of strategic collaborations to launch fixed-wireless 5G services in between three and five US cities by the end of this year.”

Sung Yoon, president and CEO of Samsung Electronics Africa, said in a statement about the collaboration between the companies that there is “so much opportunity in the region due to the diversity of markets and services already in place here, and we think South Africa is a prime candidate to show off the benefits that 5G can bring to consumers here.”

“While this agreement initially focuses on 5G fixed-wireless access, over time this will evolve into consumer offerings, similar to the way that we use 4G services today,” Stephenson said.

Reference:

https://www.techcentral.co.za/verizon-samsung-back-new-5g-network-in-sa/81229/

 

 

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