Highlights and Quotes from India’s 5G Congress 2018

India’s 5G Congress 2018, held September 19th and 20th in New Delhi, witnessed top policy makers, industry leaders, experts and observers deliberating on the future roadmap for the 5G rollout in India. The theme of the conference was ‘Developing a Roadmap for the Next Wireless Revolution.’ The first edition of the conference was held in 2017.

According to the 2018 conference brochure:

5G will be the key driver for Digital India initiatives. 5G is set to overtake 4G in India by 2020, and the backhaul equipment makers and network carriers are already developing the next-generation of mobile communication. The increase in the number of smart phone subscribers in India has led to a huge demand for data traffic, prompting network operators to upgrade their infrastructure. Currently, several 5G trials are being conducted in India by network operators and equipment providers in collaboration. The 5G-enabled digitization revenue is likely to be around $25.9 billion by 2026 while the 5G-enabled industry revenue is expected to add around $13 billion to operator revenue.

As per the industry predictions, India will be 5G enable by 2020 and this will further push the government’s digital delivery of services through the Digital India. 5G will not only improve the internet speed and QoS in the country but will also enable the digital transformation of services such as healthcare, education, entertainment, agriculture and manufacturing. The Make in India initiative will help in providing low-cost and high quality 5G mobile devices and telecom equipment in the market.

5G India Congress aims to become India’s best platform for all stakeholders including network operators, Government & technology providers to come together to discuss about the 5G development for next generation communications in India.

–>You can watch video highlights of the 5G Congress here.

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Manoj Sinha, Minister of State (Independent Charge) for Ministry of Communications and Minister of State for Railways, Government of India, was the chief speaker at the conference. Addressing the delegates he said, “We cannot afford to miss the 5G bus for India. The significance of 5G for India cannot be overlooked. 5G will help us leapfrog infrastructure challenges and bridge the digital divide.” The India minister added, “5G is not an incremental technology but an integration of systems. Its economic impact alone will have about $1 trillion by 2035.”

Gopal Vittal, CEO, Bharti Airtel, said, “5G is going to be a game changer and will have massive impact but to get this happen we will have to come together.” He further said that the Indian government needs to get the spectrum price right for investments to continue.  The government must relook at the prices set for the upcoming 5G spectrum auction. Vittal added that the return on capital in the industry is lower than 1%, while the price is significantly high.

Gopal continued, “We need at least 100 MHz of contiguous blocks of spectrum per operator and the pricing needs to be relooked. The government should further empower 5G high-level forum and allocate E and V bands. The fifth-generation, or 5G technology, will fulfill India’s larger socio-economic aspirations and create new job opportunities.”

Balesh Sharma, CEO of Vodafone-Idea, added, “5G is going to be an evolution but not a revolution.” He further said, “Smart City and Digital India will ride on 5G.”   “5G, which is going to impact all industries, will need massive amount of spectrum at low cost and massive amount of fibre at site level,” said Mr. Vittal.

R S Sharma, Chairman, Telecom Regulatory Authority of India, said, “We need to promote huge investment to ensure there is required infrastructure in place to make 5G a success.” He added, “Regulations need to be there not to throttle 5G but to facilitate it.”

The experts speaking at the conference generally felt that the country may see the initial rollout of 5G in late 2019 or early 2020. Nitin Bansal, Managing Director, Ericsson India, said, “We are looking at 2020 as the timeline for 5G deployment in India.” “India will keep its date with 5G in 2020,” added Sanjay Malik, Head of India Market, Nokia.

Speaking about the union government’s efforts to drive 5G, Aruna Sundararajan, Secretary, Department of Telecommunications, Govt of India, said, “We are working with states to remove constraints from ‘right of way’ to fibre optics.”

Marie Hogan, Head of Broadband & IoT, Business Area Networks, Ericsson, said, “5G will generate additional revenue opportunities of about $13 billion for India.”

Smart City and Digital India initiatives will ride on 5G, said Balesh Sharma. He added, “Enhanced mobile broadband, mission critical communication and Massive IoT are prime use cases of 5G.”

Speaking about the current broadband penetration in India and the future potential, Ryan Perera, Country Manager, Ciena, said, “Twenty-seven percent is the current broadband penetration in India.

References:

Israel Seeks 5G Investment from U.S. Telcos via Incentives/Rebates; Intel’s 5G Role

Israel Ministry of Communications director general Netanel (Nati) Cohen will try to interest overseas telecommunications companies in taking part in fifth generation cellular trials in Israel. Cohen will also try to introduce American investors into the Israeli telecommunications market. Cohen is accompanying Minister of Communications Ayoob Kara, who is part of Prime Minister Benjamin Netanyahu’s entourage for his visit to New York to attend the UN General Assembly.

The ministry’s idea is to try to restore interest in the Israeli telecommunications market on the part of international companies, which have refrained from investment in Israel in recent years.  The plan is to provide incentives in the form of rebates in exchange for acquiring frequencies and rolling out the network.

Cellular antenna
Many small cell antennas, shown mounted on a pole above, will be needed for 5G frequency re-use within a given geographical area.
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During his visit to New York, Mr. Cohen will reportedly meet with representatives of US telecoms giant Verizon and propose that the company should participate in 5G trials to be held at Bar Ilan University in conjunction with Israeli mobile carriers. Meetings will also be held with representatives of Lockheed Martin, with the aim of persuading the company to expand its investment in Israel.

The idea is also to conduct trials in IoT (Internet of Things), and to take advantage of the fact that there are many technology companies in Israel in areas of interest to the US companies, and to bring them into the initiative as well.

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Mobile carriers throughout the world have been cutting back on investment in new wireless infrastructure, because of the fierce competition in the industry and the erosion of revenue. At the same time, no solution has been found for the high fees that the carriers pay the state for frequencies, which result in them foregoing frequency allocations simply because they cannot meet the fee payments.

Israel government ministries have hired the services of InfoSight Consulting, which is working together with Beta Finance to formulate for the state a new frequency fee structure, as the high payments that the companies make for frequencies, around New Israeli Shekel (currency in Israel) 300 million annually, diminish their incentive to invest and represent a heavy tax on them.

The state will probably try to find a formula whereby carriers will pay more for “quality” frequencies, and much less for lower-quality high frequencies. In any event, the model will be determined before the fifth generation auction slated to take place this December. The new generation of networks will allow considerably faster data transfer.

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Intel Israel and 5G:

Elkana Ben Sinai, VP, Intel Israel said: “Intel wants to serve this market. Its vision is to be a data-centric company, dealing best with data through all its stages: collection, transmission, processing storage. It wants to make use of huge computing, storage, and its artificial intelligence and communication capabilities – very few companies have these combinations. And 5G is the leading technology to implement the ‘transmission’ part of this vision.”

For Intel, this means that its innovative products, already ubiquitous, will be even more so.

“New hardware will basically be in all aspects: data collection by new sensors (e.g. Mobileye), communication (e.g 5G), computing (e.g artificial intelligence),” Ben Sinai says. An ambitious move into the mobile phone market is also in the offing, as it is “certainly an ingredient” in Intel’s wider vision.

And Intel Israel, he says, is a “very important design center of Intel Corporation, leading some of its strategic developments in the area of computing, communication, security and more.”

Automotive and cybersecurity 

Intel also has another edge. Last year, the company acquired the Jerusalem-based Mobileye, a developer of cutting-edge autonomous driving technologies, for a whopping $15.3 billion. Mobileye is considered a leader in advanced driver assistance systems – including pedestrian detection, collision warning – aimed to prevent road collisions.

The acquisition marked Intel’s entry into the vibrant automotive market, and the industry plays a central role in Intel’s vision for the future.

References:

https://en.globes.co.il/en/article-israel-courts-5g-investment-from-us-telcos-1001254633

https://en.globes.co.il/en/article-israeli-govt-to-offer-incentives-for-5g-mobile-networks-1001249031

http://nocamels.com/2018/07/intel-israel-5g-tech/

Video clip: 5G Technology Being Born In Israel – Jul. 12, 2018

 

Huawei, Intel complete stand alone call in China’s 3rd-phase 5G R&D test as per China’s IMT-2020 promotion group

Huawei and Intel announced they have completed a standalone 5G call test based on 3GPP Release 15 spec for the third phase of China’s 5G technology R&D trials.

The trial, organized by China’s IMT-2020 promotion group, was conducted at the group’s laboratory using a Huawei 5G base station and core network and Intel’s 3rd generation “5G Mobile Trial Platform.”  (It’s astonishing that it’s the 3rd generation of 5G when the IMT 2020 5G standard won’t be completed for over two years!)

Utilizing the 3.5-GHz frequency band, Huawei and Intel tested full stack initial access, registration and radio bearer establishment with the 5G new radio resource control (NR RCC) and non-access stratum (NR NAS) protocol stack.

Intel and Huawei completed non-standalone 5G interoperability and development testing in June in collaboration with China Mobile, and the two vendors commenced field trials for China’s third-phase 5G R&D test in August.

“Huawei will continue focus on system commercialization in the Third-Phase 5G R&D test, and together with industry partners will promote 5G business success,”  Yang added.

“The completion of the SA (stand alone) test, based on the R15 protocol, is another important milestone for Huawei in China’s third-phase 5G R&D test. Huawei will continue focus on system commercialization in the 5G R&D test, and together with industry partners will promote 5G business success,” said Yang Chaobin, president of Huawei’s 5G product line.

Intel’s 5G Mobile Trial Platform has been a key technology in enabling global 5G testing and will help to define the future use cases for 5G. Now that the interoperability test for the Standalone architecture in the third-phase 5G R&D test has been completed, we are a step closer to the commercialization of 5G and to delivering the powerful user experiences that it will bring,” said Asha Keddy, VP and GM of next generation and standards at Intel.

China’s national 5G tests:

China’s 5G R&D tests, which are being carried out by the IMT-2020 (5G) promotion group, started in 2016 and are expected to be concluded by the end of this year. These tests involve three phases: key technologies testing, the verification of technology and solution and 5G system verification.

The IMT-2020 (5G) promotion group was jointly established in 2013 by the Chinese Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Science and Technology, based on the original IMT-Advanced Promotion Group. In China, it is the primary platform through which 5G research and international exchange and cooperation is conducted.

Operators participating in the IMT-2020 Promotion Group include: China Mobile, China Telecom, China Unicom and Japanese telecoms operator NTT DoCoMo. Vendors which are part of the initiative are Huawei, ZTE, Ericsson, Nokia, Datang and Samsung. A number of chipset and test measurement vendors, including Qualcomm, Intel, Mediatek, Ctec, Keysight Technologies and Rohde & Schwartz are also part of the initiative.

The IMT-2020 Promotion Group completed the initial phase of its trial program in 2016. That phase included testing wireless technologies including massive multiple-input-multiple-output, novel multiple access, new waveforms, advance coding, ultra-dense network implementations and high-frequency communications. The trial phase also included network slicing, edge computing and network function reconstruction. The second phase of the national 5G tests were fully completed during last year.

Earlier this year, the Chinese government had authorized carriers to test 5G technology in major cities across the country. Under this initiative, state-run telcos are the process of deploying 5G networks in 16 cities to trial the technology.

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Intel and Ericsson meanwhile completed the first end-to-end nonstandalone 5G data call in July during a trial at Ericsson’s lab in Sweden.

References:

Huawei, Intel complete SA first call in China’s third-phase 5G R&D test

 

 

Telstra and Ericsson demo long range NB-IoT with only a software upgrade

Editor’s Note: Caveat Emptor!

A demo or test is NOT equivalent to performance in a production network!

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Telstra and Swedish telecom equipment and managed services vendor Ericsson have set a new record for NB-IoT range.  Ericsson’s breakthrough distance extends the 3GPP NB-IoT spec based limit from around 40km out to 100km.  Ericsson says the increased distance was obtained without any changes to physical NB-IoT hardware (only a software upgrade was required).

Emilio Romeo, Ericsson’s MD of Australia and New Zealand, says:

“This game-changing capability builds on Ericsson’s long history of delivering extended range cellular solutions.  We’re partnering with Telstra to deliver its customers a world-leading capability in NB-IoT extended range cells and demonstrating the huge opportunity that IoT represents in rural and regional areas for both Australia and globally, particularly for logistics and agriculture.”

The upgrade builds upon Telstra’s existing leadership in Australia in NB-IoT as the only provider in the country, and one of the first globally, to offer both NB-IoT and LTE Cat M1 technologies.  LTE Cat M1 was launched by Telstra last year and covered approximately three million square kilometres. This was followed by the launch of NB-IoT in January 2018.

With this latest innovation, Telstra’s NB-IoT network covers around three and a half million square kilometres; providing enhanced accessibility and reliability.

Channa Seneviratne, Telstra’s Executive Director of Network Engineering, comments:

“Telstra already had Australia’s largest IoT coverage with LTE Cat M1 across our 4G metro, regional and rural coverage footprint. With this NB-IoT extended range feature, we have now extended our coverage to more than three and a half million square kilometres, delivering our customers the best IoT coverage and capability in the country.

Once again Telstra, working closely in partnership with Ericsson, has delivered innovation that ensures the benefits of IoT technology can be enjoyed by the largest number of Australians, not just those in the cities and towns.”

Telstra and Ericsson first demonstrated the extended range NB-IoT network capabilities during the Telstra Vantage Conference held at the Melbourne Exhibition Centre on September 19-20, 2018.

“Whether it’s leakage prevention with smart water meters or environmental monitoring to keep our oceans clean and estuaries safe from contaminants, water utilities across the country are using IoT technology to better track, monitor, and conserve water,” the company said during the conference.

A Captis NB-IoT temperature sensor was used for the demo, located 94km from the Telstra base station on Mount Cenn Cruaich in New South Wales, Australia.

The performance of the network in reaching difficult areas was demonstrated with a sensor placed three floors below ground level in an underground parking lot in central Sydney that was beyond the reach of regular LTE signals.

Telstra and Ericsson have set a new record for NB-IoT range with nothing more than software upgrades according to the companies.

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In July, Ericsson, Telstra and Intel made the first end to end 5G non-standalone 3GPP data call over a commercial mobile network.  That data call, completed at Telstra’s 5G Innovation Centre on the Gold Coast of Australia, was the first of its kind made over the 3.5GHz spectrum.

References:

https://www.telecomstechnews.com/news/2018/sep/27/telstra-ericsson-nb-iot-range/

 

Global Data: APAC telcos to have 477M 5G subs by 2023 vs F &S 5G Landscape in Asia

Asia-Pacific’s mobile operators are expected to have a combined 477 million 5G subscriptions by 2023, according to a new report “Mobile Broadband Trends in Asia-Pacific” by GlobalData.  The market research firm said that it expects the first 5G service launches by operators in the region next year.

Total mobile users in Asia-Pacific are meanwhile on track to reach 2.87 billion by the end of the year, growing to 3.3 billion by the end of 2023, for a CAGR of 2.8%.  Subscription growth will be driven by the expansion of wireless networks in underserved markets, GlobalData predicted.

4G-LTE will become the dominant mobile technology by share of subscriptions this year, outnumbering 2G for the first time.  The total LTE market share is on track to nearly double by the end of the forecast period in 2023 driven by continuous expansion of LTE networks by operators in the region.

Data services revenue is meanwhile predicted to account for 60.3% of total mobile service revenue generated by operators in the region between 2018 and 2023.

GlobalData has also estimated that MVNOs in Asia-Pacific have around 194 million subscribers, accounting for 4% of the total market.

The “Mobile Broadband Trends in Asia-Pacific” report provides in-depth analysis of the following:

– Section 1: Asia-Pacific in global context; the section provides comparison of Asia-Pacific mobile telecom market size and trends with other regions.

– Section 2: Competitive dynamics; this section provides competitive analysis of various MNOs and MVNOs in Asia-Pacific’s mobile market.

– Section 3: Mobile broadband subscription trends in Asia-Pacific; a demand profile and analysis as well as historical figures and forecasts of service revenue from the mobile voice and mobile data markets.

– Section 4: Mobile broadband revenue trends in Asia-Pacific; examines changes in the breakdown of overall revenue and ARPU over 2018-2023. –

– Section 5: Key findings and recommendations; it consists of a summary of the key findings for Asia-Pacific mobile broadband market.

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An earlier related whitepaper by Frost and Sullivan stated the following:

The 5G landscape in Asia

Within Asia, South Korea and Japan are likely to be the first nations in the region to commercialize 5G. Both are attempting to capitalize on the upcoming Olympic Games in 2018 and 2020, respectively, where 5G will be showcased as an enabler of new forms of content delivery. However, one notable aspect of 5G in Asia is that, unlike in other regions, initial network uptake will not be limited to developed countries. Rapidly developing countries, such as India and China, will be important market leaders as well because of the massive size of their populations and growing middle classes. Even if a small portion of consumers and businesses in these countries adopt 5G at first, the likelihood of reaching profitability earlier is high. Further, ambitious digital initiatives in both countries have spurred strong government support of 5G rollout.

Indicators that Asia will set the global benchmark in 5G are evident. Piloting of 5G technology has already taken place, and small  commercial launches are expected in South Korea by 2019, with larger rollouts unfolding in China and Japan by 2020. Rollout in India is not expected until after 2020 due to financial and infrastructure-related challenges, but mobile network operators are already strategizing ways to leapfrog to 5G. Despite delays compared with countries like South Korea and China, once commercialized, uptake should be relatively swift in India given strong backing from the Indian government, spectrum availability, and a large, addressable, market driving scale.

Device compliance is another indicator of Asia’s market readiness for 5G. Device manufacturers in Asia, such as ZTE, have already unveiled 5G-ready smartphones, further underscoring Asia’s commitment to 5G development.

As a whole, Asia is likely to account for just under half of all 5G subscriptions globally through 2022. By 2022, we expect regional revenue from 5G subscriptions to reach $4.5 billion and subscriptions to grow to over 280 million (or 49% of global totals). While this will represent only a fraction of all mobile subscriptions, growth for such a short period will be healthy.

 

 

Posted in 5G

Secretary General of the Nordic Council of Ministers: How 5G will boost Nordic and Baltic Economies

Mr Dagfinn Høybråten, Secretary General of the Nordic Council of Ministers, recently shared his views with ITU News on the importance of the development of 5G systems in the region.   

                            Dagfinn Høybråten is the Secretary-General of the Nordic Council of Ministers.

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Mr. Høybråten’s comments come ahead of the 5G Techritory conference, 27-28 September, Riga, Latvia.

Here’s the Q & A with ITU News:

What are the challenges and opportunities of 5G deployment in the Nordic region?

Technology drives development, and 5G technologies will set new standards for life quality and regional competitiveness in the Nordic and Baltic region — and in Europe as a whole.  The Nordic region is one of the most innovative regions in the world, and in combination with its Baltic neighbors, it can provide the necessary counterbalance at the European level to technology developments in Asia and Silicon Valley.

–>Regions that are successful in utilizing and realizing the benefits of 5G, while managing risks, will have advantages in international competition and in developing more efficient and relevant public sector activities.

5G offers significant potential for the Nordic and Baltic economies and can strengthen the competitiveness and sustainability of our businesses and industries, for instance, in intelligent traffic systems and connected vehicles, smart and sustainable energy grids and connected health services facilitating healthcare innovation.

Regions that are successful in utilizing and realizing the benefits of 5G, while managing risks, will have advantages in international competition and in developing more efficient and relevant public sector activities.

With the high digital maturity of the Nordic and Baltic countries, the Nordic countries have the potential to be at the forefront of that development to become world leaders in using 5G technology for the development and digitalization of all sectors of society.

How will Nordic cooperation help the Baltic countries in their 5G deployments?

The Baltic countries are leaders in various areas when it comes to digitalization: For instance, Estonia is famous for its e-governance while Latvia is a gigabyte society, being one of the largest consumers of 4G globally and the frontrunner within the European Union. By engaging the Baltic countries in the setup of the most innovative regional 5G platform, the Nordic cooperation will contribute to realize the potentials of the gigabit society and thereby strengthen the European competitiveness.

What are the future actions of Nordic cooperation in terms of 5G and in information and communication technologies (ICTs)?

The Nordic and Baltic countries share the goal of taking a leading role in the “next leap” for wireless communication, by building on the 2017 Nordic-Baltic Digital North Declaration with a common vision of being the first and most-integrated 5G region in the world.

However, legal barriers, deployment issues and the uncertain investment in very costly infrastructure represent some serious obstacles for the widespread, seamless and cross-border roll-out of 5G.

The Nordic Council of Ministers is in close cooperation with Nordic and Baltic countries preparing a comprehensive action plan for the 5G collaboration.  We need to reduce the uncertainty for the governments and IT and telecom industries by articulating the value of 5G and utilizing the possibilities of 5G across the region

Among the key actions supporting the roll-out and use of 5G technology in the Nordic region are (1) to ensure availability of spectrum for 5G testing (licenses), (2) the coordination of 5G frequency bands and (3) identifying and utilizing synergies between Nordic and Baltic 5G test beds/test environments.

Equally, it is important to address the ethical and legal implications of the rapid digital transformation of our societies and to find the right balance between data innovation and data security.

Based on core values such as transparency, trust and openness, the Nordic and Baltic cooperation will contribute to the development of ethical and transparent guidelines and standards to guide how AI applications should be used. They will be our common contribution to the European discussion on this important issue.

Could cooperation with International Telecommunication Union (ITU) be of interest?

To support the widespread use of technologies based on 5G across different sectors and industries, close involvement of the IT and Telecom industries is of utmost importance.  As a global platform and network with more than 500 leading ICT companies worldwide, ITU is an important organization and partner in the roll-out and testing of 5G in our region, strengthening the link between vertical industries, standardization and research as diverse requirements emerge from different vertical industry use cases.

We are glad to start the dialogue with ITU at the Nordic-Baltic high-level meeting in Riga on September 26th and look forward to a fruitful discussion on 5G with ITU and other important ICT stakeholders in the future.

How 5G can boost Nordic and Baltic economies

Cignal AI: Compact Modular Optical Equipment Market to hit $1 Billion in 2018

Cignal AI Raises 200G and 400G Coherent Forecasts in Latest Quarterly Optical Applications Report

Editor’s Introduction:

Compact Modular Equipment is designed to address the growing interest in optical hardware disaggregation.  There’s a desire to build networks from modular components, which are not coupled to a particular vendor’s hardware or software.  The ability to run an optical network operating system (NOS) on any vendor’s hardware makes a tremendous difference in many ways.  Customers can now select network equipment from different sources and be assured that a shared, portable, open source, modular operating environment would allow this equipment to work together. The ultimate goal is to completely divorce the network operating system from all underlying hardware (line cards, chassis, etc.) as well as to separate applications from the operating system. The major benefit is greater flexibility and faster time to market. In traditional systems, a service provider is relegated to the vendor’s software update cycles, meaning that it can take a long time to introduce new service offerings. Disaggregation provides the agility to enable new offerings that roll out in days or weeks rather than months, and this is critical to establishing new revenue streams for major service providers.
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Compact modular equipment vendors reported record revenues in the second quarter of 2018, according to the latest Optical Applications Report from networking component and equipment market research firm Cignal AI. This category measures hardware designed specifically for use in DCI, open & disaggregated hardware applications and is on track to top $1 billion in revenue this year. Cignal AI has raised its CY18 forecast for 200G and 400G coherent port shipments and cut its 100G coherent forecast.

“Operators are rapidly adopting second and third generation coherent technology as they seek to lower their cost per bit and achieve better performance. This has resulted in higher than expected demand for 200G and 400G speeds this year, at the expense of first-generation coherent,” said Andrew Schmitt, lead analyst for Cignal AI. “Compounding this trend is the growing adoption of 200G CFP2 DCO modules, which allows coherent technology to integrate with switches and routers more easily than earlier solutions.”

Further analysis is detailed in Cignal AI’s Optical Applications Report, which is released quarterly. The latest 2Q18 issue updates market share for the second quarter of 2018 and provides forecasts in three key markets: compact modular equipment, advanced packet-OTN switching hardware, and 100G+ coherent WDM port shipments.

Other key findings in the 2Q18 report include:

  • Ciena and Huawei Top Compact Modular Market Growth – In this record quarter, Ciena and Huawei were the fastest-growing vendors in the compact modular segment. Ciena benefits from its third-generation coherent technology, while Huawei was lifted by greater adoption from Chinese cloud operators. New entrant Nokia also grew share in its second quarter of serving this market.
  • Packet-OTN Market Grows with Incumbent Adoption – More incumbent network operators are using packet-OTN switching hardware to upgrade their transport networks. In North America, this segment grew 30 percent year-over-year as result of more deployments by Verizon and other large incumbents. Growth was also significant in EMEA and India, where Nokia has taken significant market share.
  • Third Generation Coherent Gaining Momentum – Even though the overall market slowed in 2Q18 as a result of ZTE’s shutdown, other vendors experienced healthy sales growth. Third generation coherent solutions are picking up steam with Ciena’s 400G offering doing well. Acacia, Huawei, Nokia, and NTT Electronics based solutions will reach the market within the next two quarters to challenge Ciena’s lead.

About the Optical Applications Report
The Cignal AI Optical Applications Report includes market share and forecasts for revenue and port shipments for optical equipment designed to meet the needs of specific applications: 100G+ coherent, and compact modular and advanced packet-OTN switching hardware. Deliverables include Excel file with complete data set, PowerPoint summary and Optical Equipment Active Insight.

The report features revenue-based market size and share for the hardware categories and detailed port-based market size and vendor market share for 100G+ shipments. Vendors examined include Acacia, Adtran, ADVA, Ciena, Cisco, Coriant, Cyan, ECI, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Inphi, Juniper Networks, NEC, Nokia, NTT Electronics (NEL), Padtec, TE Conn, Transmode, Xtera and ZTE.

Full report details, as well as articles and presentations, are available to clients who register an account on the Cignal AI website.

About Cignal AI

Cignal AI provides active and insightful market research for the networking component and equipment market and the market’s end customers. Our work blends expertise from a variety of disciplines to create a uniquely informed perspective on the evolution of networking communications.

Contact Us/Purchase Report

Sales: [email protected]

T-Mobile talks up 5G fixed Broadband Wireless Access (BWA) to FCC

In a prepared statement to the FCC intended to buttress the case for the T-Mobile merger with Sprint, current T-Mobile COO Mike Sievert laid out the company’s objectives for “5G” as a home broadband option.

The claim is that this new fixed BWA offers performance better than Verizon and AT&T while being able to realistically compete with cablecos/MSOs like Comcast and Charter (as well as other triple play service providers that offer download speeds in excess of 100Mbps).

Editor’s Note:

Sievert didn’t say what technology and spectrum would be used, or mention that there are no standards for “5G” BWA and that fixed wireless is not even a use case for ITU-R IMT 2020 (real 5G) standard.  IEEE decided not to submit 802.11ax or 802.11ay to ITU-R as proposed 5G BWA standards to complement IMT 2020.

In the absence of a standard, T-Mobile didn’t say what specification they are using for their “5G” BWA and really haven’t said much till now about their roll out plans for that offering.  In August, T-Mobile said it would start deploying mobile 5G in 2019 with 30 cities named.

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Sievert explained that most people in the U.S. have few options when it comes to in-home internet and that their choices often include high prices and slow internet speeds. With T-Mobile’s 5G fixed BWA, millions of U.S. households would be offered high speed internet and create a competitive environment that lowers prices.

T-Mobile’s in-home 5G BWA plans include 100Mbps download speeds out of the gate, but would increase those speeds to between 300Mbps and 500Mbps for 200+ million people by 2024.  Sievert wrote in his FCC post:

New T-Mobile’s (merged with Sprint) 5G network will change this competitive dynamic by closing the speed differential between mobile and wired broadband. By combining the resources of TMobile and Sprint, the combined company will create the capacity and coverage to provide in home broadband services. Our business planning has confirmed that there is a large market for New T-Mobile’s in-home broadband offering at the anticipated pricing and service levels. New T-Mobile’s entry into the in-home broadband marketplace will cause incumbent providers to lower their prices and invest in their networks—benefitting all in-home broadband customers.

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T-Mobile says that its 5G BWA will only be available in areas where network “capacity exceeds mobile requirements and is sufficient to support the in-home services.” That should mean coverage in at least 52% of US zip codes. T-Mobile says they could have 1.9 million 5G home internet customers by 2021 and 9.5 million by 2024.

T-Mobile also wants to make 5G home internet available without the need for installation of devices by a professional, which would mean eliminating expensive setup costs. Their goal is to allow customers the option to “self-provision the necessary in-home equipment.” That’s the opposite of how Verizon’s new 5G home service works.

T-Mobile 5G home internet will also be available without contracts or strict monthly data caps, according to Sievert.

T-Mobile will cover 64 percent of Charter’s territory and 68 percent of Comcast’s territory with its in-home broadband services by 2024. In addition, New T-Mobile expects to utilize caching and other network optimization techniques to increase the number of households that can be served. In sum, New T-Mobile will have the depth and breadth of network to deliver broadband speeds and capacity to consumers across the country.

New T-Mobile’s in-home wireless broadband offering will provide consumers across the country with average download speeds of 100 Mbps. By 2024, New T-Mobile will be able to cover more than 250 million people with data rates greater than 300 Mbps and more than 200 million people at greater than 500 Mbps.

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5G hotspot as an in-home option: Sievert also talked about allowing customers to simply use their mobile 5G plan as their only home internet solution. He explained that “New T-Mobile will also enable consumers to use their mobile services as a substitute for in-home broadband.” My guess is that T-Mobile could have an option within their wireless plans that opens up data caps for higher usage.

Currently,, T-Mobile offers 4G wireless plans that can throttle users after 50GB of data use in a month and also limits hotspot usage in many cases. For a customer to be able to use their mobile 5G plans for home internet, they’d have to remove those caps or offer some sort of tier that expands them.

Summing up, Sievert stated:

The planned service area of New T-Mobile’s broadband services will also dwarf the limited service areas of wired broadband providers. These speeds and coverage areas will be offered at a significant discount to the prices of traditional broadband providers, with monthly prices planned to be generally lower than traditional services

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Chris Milla wrote in a related blog post:

T-Mobile knows that rural broadband and broadband competition are two hot-button issues within the FCC right now, so it’s positioning the merger as a magical solution to those problems, without showing how its new claims match up with statements it was making less than a year ago. It’s the same thing that the company has been doing with 5G, and with prepaid wireless during this merger process — saying whatever the FCC wants to hear, with the reality a distant second.

What do you think of this gambit?  Please comment in the box below this article.

References:

https://ecfsapi.fcc.gov/file/109171182702890/Appendices%20A-K%20(Public).pdf

 

LightCounting: Optical Transceiver Sales Increased in 2Q-2018 despite ZTE shutdown

Sales of optical transceivers rose sequentially and held their own year-on-year, according to LightCounting. The market research firm’s “September 2018 Quarterly Market Update Report” states that strong demand for Ethernet optics for data center and enterprise applications, as well as improvements in worldwide wireless front haul and FTTx optics interest, provided a boost for fiber optic transceiver sales in 2Q-2018.  That’s despite demand for DWDM transceivers hit a multiyear low due to the temporary shutdown of Chinese vendor ZTE.

LightCounting reported that shipments of 100GbE SR4 and CWDM4 modules in the first half of the year exceeded their expectations. The opposite was true of all other 100GbE transceivers, with several suppliers citing excess inventory at Amazon as a drag on 100GbE PSM4 sales. However, demand for 10GbE transceivers was very strong in the first six months of this year; unit shipments grew by more than 20%, according to the new report. The majority of these modules went to applications in enterprise networks. Cisco reported a 42% increase in the number of 10GbE ports shipped into this market in 1H18. And even 1GbE transceiver sales grew slightly in Q2 2018, LightCounting added.

LightCounting Global sales of optical transceivers 1Q16 to 2Q18

                                                                                Sales of optical transceivers picked up sequentially during the second quarter of 2018. (Source: LightCounting)

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Looking at the market from a fiber optic transceiver customer perspective, Internet Content Providers (ICPs) spent 80% more on their  optical infrastructures in the first half of 2018 than during the same time in 2017. Communications Service Providers (CSPs) also increased their spending during this year’s first half versus 2017, although by only 2.6%.

The LightCounting 2Q-2018 report was more positive than either IHS-Markit or Cignal AI which both found the optical hardware market struggling in this year’s second quarter.  

Looking ahead, LightCounting expects DWDM module sales to pick up now that ZTE is back in business. The company cited the fact that Acacia Communications executives anticipate a nearly 40% sequential increase in third quarter 2018 sales, with ZTE responsible for 60% of that.

The new “Quarterly Market Update” includes data and commentary on the Q2 2018 financial results of CSPs, ICPs, networking hardware, optical components, modules, and semiconductor chip makers. It also includes shipment data through Q2 2018 for more than 100 optical transceiver and wavelength selective switch (WSS) products.

LightCounting Contact Info:  Tel: 408.962.4851        Email: [email protected]

Press Release for this report:  https://www.lightcounting.com/News_091818.cfm

 

Dell’Oro: Service Provider Edge Router & Switch Sales -8% in 1H-2018

Sales of network service provider Edge Routers and Carrier Ethernet switches declined 8% year over year in the first half of 2018 (1H-2018), according to Dell’Oro Group’s just released market research report.

“The confluence of tepid telecom spending, maturing 4G mobile backhaul deployments, and new product introductions have contributed to the reduction in demand for routers and switches,” said Shin Umeda, vice president at Dell’Oro Group. “Telecom operators in the US have pared down their spending well below historical levels as they evaluate new technologies and architectures for 5G backhaul, and on top of that, the massive network buildouts in China are slowing after years of growth.”

“On the positive side, Cisco, Juniper, and Nokia have introduced major upgrades to their edge router portfolios that should bring customers back in the coming quarters,” added Umeda.

Cisco announced enhancements to its upgrades ASR 9000 edge routing platform earlier this month, while Juniper Networks has upgraded its MX Series for the demands of 5G wireless networks and announced 400 Gigabit Ethernet which must be primarily for high performance cloud data centers and possibly data center interconnects.

Cisco, Huawei, Nokia (via Alcatel-Lucent), and Juniper Networks were the carrier switch/router vendor market share leaders in the second quarter, according to Dell’Oro. A bounce in European switch/router sales was not enough to fully offset declines in North America and Asia Pacific.

The Dell’Oro Group “Router & Carrier Ethernet Switch Quarterly Report” covers the service provider core and edge router, Carrier Ethernet switch, and enterprise router markets for current and historical time periods. The report includes qualitative analysis and statistics for vendor market shares, revenue, average selling prices, and unit and port shipments.

About the Report:

The Dell’Oro Group Router & Carrier Ethernet Switch Quarterly Report offers complete, in-depth coverage of the Service Provider Core and Edge Router, Carrier Ethernet Switch, and Enterprise Router markets for current and historical time periods. The report includes qualitative analysis and detailed statistics for vendor market shares, revenue, average selling prices, and unit and port shipments. To purchase these reports, please contact us by email at [email protected].

http://www.delloro.com/news/service-provider-edge-router-switch-market-declined-eight-percent-first-half-2018

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A new study titled, ‘Global Carrier Ethernet Switch and Router Market’ added by Reports Monitor is a collection of different segmentations, which includes the product types and uses, foundation elements of (Market/Product Name), and expected adoption timeline of Carrier Ethernet Switch and Router sales in the industry. This report provides a detailed analysis of the various use cases and applications of Carrier Ethernet Switch and Router Market in the global industry, their benefits, and challenges for their implementation. Moreover, it provides the potential revenue generation from the adoption of Carrier Ethernet Switch and Router for each application over the forecast period.

The market has been studied on the basis of various macro- and microeconomic factors influencing it. While focusing on the major driving and restraining factors for the market, the report also provides an in-depth study of the competitive landscape, investment scenario, regulatory framework, and the key strategies and developments taking place within the Global Carrier Ethernet Switch and Router Market.The report offers a comprehensive evaluation of the market. It does so via in-depth qualitative insights, historical data, and verifiable projections about market size. The projections featured in the report have been derived using proven research methodologies and assumptions. By doing so, the research report serves as a repository of analysis and information for every facet of the market, including but not limited to: Regional markets, technology, types, and applications. Our business offerings represent the latest and the most reliable information indispensable for businesses to sustain a competitive edge.

Enquire for the Discount on this Report at:https://www.marketinsightsreports.com/reports/0914839668/global-and-southeast-asia-carrier-ethernet-switch-and-router-industry-2018-market-research-report/discount?source=thefairreporter&mode=03