Google Cloud and Intel partner for 5G Cloud Native Core & Edge Networking

Google Cloud and Intel plan to collaborate to develop cloud-native 5G core, 5G services and edge networking for network operators, enterprises, and the growing pool of vendors involved in mobile networks.

The partnership spans three main areas focused on:

  • Accelerating the ability of communications service providers to deploy their virtualized radio access network (RAN) and open RAN solutions with next-generation infrastructure and hardware.
  • Launching new lab environments to help communications service providers innovate for cloud native-based 5G networks.
  • Making it easier for communications service providers to deliver business applications to the network edge.

“The next wave of network transformation is fueled by 5G and is driving a rapid transition to cloud native technologies,” said Dan Rodriguez, Intel corporate vice president and general manager of the Network Platforms Group, in a press release. “As communications service providers build out their cloud infrastructure, our efforts with Google Cloud and the broader ecosystem will help them deliver agile, scalable solutions for emerging 5G and edge use cases.”

The partnership’s cloud native 5G objectives will be “across the telecommunications stack, with application providers, carriers and communications service providers, hardware providers, and global telecoms,” according to the press release, to decrease the cost and time-to-market needed for the telecommunications industry.


Last March, Google Cloud announced a telecommunications industry strategy that focused on cloud capabilities with 5G connectivity and this builds upon that plan.

Google Cloud recently announced an initiative to deliver 200+ partner applications to the edge via Google Cloud’s network and 5G.


Partnerships like this one will be increasingly necessary to build 5G cloud native core networks and services (like network slicing), because there are no implementation specific standards (more below).

Ericsson wrote in a blog post:

“Of course, the implementation of a fully cloud native network will take considerable time and the new and legacy infrastructure will have to co-exist in a hybrid mode to begin with. Nevertheless, depending on your market requirements, it is important to start the journey towards a cloud native 5G Core now and focus future investments in accordance with the new target architecture. This is also the reason why we have re-designed our EPC software to also be cloud native and created a solution we call the Ericsson dual-mode 5G Core.”

“The new 5GC will live together with EPC for a considerable time and it’s important to define an evolution path that is smooth and cost efficient, while still supporting your business strategy and ambitions. We have developed a solution we call dual-mode 5G Core, where 5GC and EPC live together under one common O&M system for efficient TCO. This enables a smooth migration at your own pace and in accordance with your business needs.”

Images Courtesy of Ericsson


3GPP High Level Specs on 5G Network Architecture/5G Core:

The high level 3GPP technical specs for 5G Core (5GC) call for a service based architecture (SBA), which is designed for cloud native deployment.

These three 3GPP Technical Specs (TS’s) are the basis for 5G core networks, but they do not specify implementation details:

  • 23.501 System architecture for the 5G System (5GS)
  • 23.502 Procedures for the 5G System (5GS)
  • 23.503 Policy and charging control framework for the 5G System (5GS); Stage 2

The ETSI standard is a transliteration of 3GPP TS 23.501:

From section 4.2.1:

“The 5G architecture is defined as service-based and the interaction between network functions is represented in two ways.

– A service-based representation, where network functions (e.g. AMF) within the Control Plane enables other authorized network functions to access their services.  This representation also includes point-to-point reference points where necessary.

– A reference point representation, shows the interaction exist between the NF services in the network functions described by point-to-point reference point (e.g. N11) between any two network functions (e.g. AMF and SMF).

Service-based interfaces are listed in clause 4.2.6.

Reference points are listed in clause 4.2.7.

Network functions within the 5GC Control Plane shall only use service-based interfaces for their interactions.”



More information on use cases and the full news release can be found on Google’s website.

More Context: 5G & Wireless Communications at Intel

Intel Partner Stories: Intel Customer Spotlight on | Partner Stories on Intel Newsroom


Intel, Google Cloud Aim to Advance 5G Networks, Edge Innovations

Analysis: FCC’s C band auction impact on U.S. wireless telcos

by Grant’s Interest Rate Observer:

The Federal Communication Commission’s (FCC’s) ongoing sale of wireless C-band spectrum rights marks a decisive event for the telecommunications industry.  As industry players compete for more digital bandwidth to help roll out 5G services, aggressive bidding looks set to generate a windfall for the U.S. government.  Estimated proceeds will exceed $80 billion, easily topping the prior record of $45 billion for FCC spectrum in 2015.

As the three-way battle for 5G dominance takes shape, former also-ran T-Mobile U.S., Inc. appears to have the jump on competitors Verizon Communications, Inc. and AT&T, Inc., thanks in large part to substantial midrange spectrum frequency gained from last year’s acquisition of Sprint Corp. “For many years, Verizon hammered its competitors time and time again with the ‘best network’ and their big red coverage map,” Sasha Javid, chief operating officer of wireless company BitPath, told Bloomberg on Jan. 22. “Well, the map is looking quite magenta [signifying T-Mobile’s corporate color] today in terms of 5G coverage around the country.”

The incumbents will need to pay up to catch up. Analysts at New Street Research wrote on Jan. 11 that “if T-Mobile spends less than we expect, Verizon or AT&T will likely account for the shortfall. Neither company has the cash on hand to cover what we expect them to spend in the auction at present; we would expect more debt issuance for the group in coming weeks.”

Extra borrowings that accompany Verizon and AT&T’s 5G spending spree look to do no favors for the pair’s respective capital structures. Craig Moffett, co-founder and one-half eponym of MoffettNathanson, LLC, estimated last Tuesday that triple-B-plus-rated Verizon may spend up to $40 billion on 5G digital real estate, enough to add nearly one full turn of leverage to its 2.3 times reported net borrowings (3.2 times after accounting for operating leases and pension liabilities) as of Dec. 31.  Analyst Craig Moffett wrote:

“Higher leverage will mean that capital spending will, by necessity, be pinched and stretched. Lower capital spending will mean that it will take longer to deploy their C-Band spectrum, which, in turn, will mean Verizon will be slower to catch up to T-Mobile.”

Meanwhile, Verizon’s other peer has already tapped the credit markets to finance its own shopping spree. This morning, triple-B-rated AT&T officially entered into a $14.7 billion, 364-day term loan offering at 100 basis points over Libor, with proceeds earmarked for general corporate purposes, including the financing of additional spectrum.

The new borrowings color AT&T’s dubious distinction as the world’s most encumbered non-financial company. Net debt footed to $198 billion, inclusive of operating lease and pension liabilities (equal to 3.6 times consensus 2021 adjusted Ebitda) as of Dec. 31, following efforts to diversify into higher growth businesses via the 2015 and 2018 purchases of DirecTV and TimeWarner for $67 billion and $109 billion, respectively. More debt could further complicate efforts to both tame its bloated balance sheet and improve slumping operating results including sharp subscriber losses and fast-retreating Ebitda within the DirecTV business.

Those problems have helped pressure shares to the tune of negative 18% after accounting for dividends since a bearish analysis in the Dec. 13, 2019 edition of Grant’s Interest Rate Observer, compared to a 24% total return from the S&P 500 over that period.   By way of response, AT&T has pivoted to asset sales, including recently shopping DirecTV to private equity companies at a reported $15 billion price tag, while prioritizing its quarterly dividend, now at a 7.2% trailing annual rate. On last week’s conference call, CEO John Stankey reiterated plans “to use free cash flow after dividends for the next couple of years to pay down debt.”

Noting that the company is in danger of exceeding the 3.5 times adjusted leverage limit that Moody’s Investors Service has cited as a projected ceiling for AT&T to maintain its investment grade imprimatur, MoffettNathanson wrote last Wednesday that the spectrum sale left Ma Bell with two bad choices:

Sitting out the auction would have left them far behind in 5G; buying spectrum would leave their dividend looking even more unsustainable.  Damned if you do, damned if you don’t.

Selling DirecTV now will help slow the overall rate of Ebitda decline, but it won’t solve the basic problem. AT&T’s leverage is far too high for a shrinking company, and their dividend is too high for them to do anything serious about lowering it. Something’s gotta give.



Importance of FCC C Band Auction for 5G in the U.S.


UPDATED: Mid-band Spectrum for 5G: FCC C-Band Auction at $80.9B Shattering Records

Assessment of COVID-19 impact on telecom industry; C-Band Spectrum Update

COVID-19 Impact on Telcos:

Source:  Analysys Mason  

The telecommunications industry has suffered limited damage as a result of the COVID-19 pandemic.  Revenue figures for most network operators have fallen slightly, but few have encountered anything that is particularly severe or long-lasting. As a result, few telcos have made significant changes to their strategy.

However, some aspects of the telecoms sector have been significantly affected by the pandemic. The most obvious is business services; revenue in this segment declined sharply for most operators in 2020 and prospects for 2021 are uncertain. Operators may have to rethink important parts of their strategies related to these aspects.

The telecoms industry has been affected by the pandemic in many different ways, and have been grouped these into three main categories depicted in the figure below:

                    Summary of the impact of the COVID-19 pandemic on the telecoms industry


Assumptions of a stable economy and a continuation of existing service and technology trends often underpin an operator’s strategic plan. For some of the services offered by operators, business services in particular, these assumptions look outdated and may need a rethink.


C-Band Auction Update:

Source: MoffettNathanson Research

Heading into the FCC’s C-Band auction, Wall Street analysts saw Verizon as the leading bidder for 5G wireless radio spectrum. Bidding for licensed spectrum in the telecom industry’s most expensive auction ever reached more than $75 billion on Monday amid speculation over how much each of the big wireless telcos and cable companies have paid.

In a note to clients, analyst/colleague Craig Moffett of MoffettNathanson is assuming that Verizon will end up being the largest buyer at the ongoing auction of mid-band spectrum targeted for new 5G deployments.  As a result, Verizon’s balance sheet will be more heavily burdened and more of their future cash flows will be diverted to debt service so their future profits will be lower.

AT&T, on the other hand, will “be disadvantaged for a generation” if they don’t get a significant chunk of the mid-band spectrum being auctioned.  Craig believes that AT&T was probably “one of the two big bidders that more or less backed away after round 24 or round 38.”

An important issue is “whether “winners” in this auction acquired reasonably uniform contiguous blocks, or whether they instead (worst case scenario) ended up with a patchwork of licenses and a hefty bill to burden the balance sheet. If so, will their footprints be largely erased by subsequent topping bids from others.”

With respect to using the purchased mid-band spectrum for accelerated 5G deployments, Craig wrote: “At best, the huge sums paid here for spectrum risk displacing the capital investment needed to put the acquired spectrum to use. At worst, they risk financially destabilizing one or more players.”

In conclusion, Craig asks if the large amounts of money being spent for an asset (licensed mid-band spectrum) that is best thought of as simply maintaining the status quo will be worth the price paid?  “Again, the most important question is this: is anyone going to change their revenue forecast just because the industry had to spend twice as much as expected to buy spectrum for 5G.”



Mid-band Spectrum for 5G: FCC C-Band Auction at $70B Shattering Records


Deutsche Telekom Progress Report on 5G and FTTH

Deutsche Telekom (DT) is rounding out 2020 with an upbeat announcement on its achievements and ambitions in 5G and FTTH.  The largest telco in Germany highlighted progress in the rollout of 5G and uptake of the technology in its home market. Two-thirds of the population can use 5G,  which was its target figure for the end of year, as outlined in the summer, with 45,000 5G-capable antennas deployed.

Two thirds of people in Germany can now use 5G on the Telekom network. 45,000 antennas are already transmitting on 5G. Here too, Deutsche Telekom intends to continue expanding rapidly. In the coming year, the 80 percent mark for population coverage is to be reached with 5G. By 2025, it should be 99 percent – as announced.

“Never before have we been able to set up a new network technology faster than now with 5G. The fact that just over a year after the frequency auction, two-thirds of the population can already use 5G is the fastest expansion in the history of mobile communications. Telekom is the 5G engine in Germany. And 2020 was clearly the 5G year,” said DT CEO

With 5G, Deutsche Telekom is combining expansionan.  in two frequency bands. On the high-reach 2.1 GHz frequency, high mobile bandwidths will be brought to rural areas in particular. For example, the offshore island of Helgoland is now also being supplied with 5G. The 3.6 GHz frequency provides high-speed 5G where many people move around in a small area, such as in large cities. It is now also used at Frankfurt Airport. The technology will also be installed at Berlin’s BER airport. New are also the 5G Highspeed antennas in Bremen, Hanover and Nuremberg. This means that 13 major cities are already benefiting from 5G in gigabit speed.

“Telekom keeps its promises. This applies in particular to network expansion. Right now, the Telekom network is proving its worth. It was the right decision to put fiber optic in every street and thus to enable fast networks from Telekom for over 80 percent of all households. Home offices are possible throughout the country. Now comes the next step: Fiber optic to the home and 5G. Here too, we have a plan that we are working through step by step. Despite Corona, our expansion is running at full speed,” says Deutsche Telekom CEO Tim Höttges. “And to make sure that everyone in Germany is part of it in the future, we are now really getting going. To achieve this, we have been investing around five and a half billion euros a year in Germany for years. Most of it will go into our network.”

The telco also revealed that every other contract or contract extension it sells now includes a 5G device, a figure that suggests users are starting to embrace the technology.

“2020 was clearly the 5G year,” said Srini Gopalan, who took over as head of Deutsche Telekom in Germany just over a month ago.  Coverage of two-thirds of the population is certainly a significant milestone.

“We are building for digitization in Germany. The better the framework conditions for investment, the smoother the fiber-optic expansion will run. New technology and new times also require new and flexible answers,” says Tim Höttges. “What additionally helps us with the expansion are, for example, quick approvals. On the other hand, the acceptance of alternative laying methods beyond civil engineering would simplify and accelerate many things. But it also requires a clear commitment from the competition to FTTH. This is a task for society as a whole that we must tackle together. We too have learned our lesson and are focusing much more strongly on cooperation, especially with local suppliers.”

Deutsche Telekom has rolled out FTTH to around 2 million households in Germany, having added somewhere between half a million and 600,000 in 2020: its description of the number of households added varied in the announcement. Last year it rolled out full fiber to 270,000 homes. Going forward, DT is shooting for 2 million homes added per year.

“FTTH is the key to the next surge in digitization. We have revolutionized our processes to achieve this,” says Srini Gopalan, member of the Deutsche Telekom Board of Management responsible for Germany. “Our Fiber Factory is now really taking off. This means we are bringing the fiber directly to where it will be needed more and more in the future: In households, businesses and schools. In the city and in the country.”



Deutsche Telekom hits 5G target, repeats itself on fibre


ITU Virtual Digital World SME Awards for Connectivity, Smart Cities, e-Health, Digital Finance

The International Telecommunication Union (ITU) today recognized innovative tech solutions with the potential to change lives across the globe at its 2020 Virtual Digital World Awards ceremony, following an expert-led SME programme of masterclasses and online pitching.
Awards were presented in four different categories:
  • Connectivity – new approaches to increasing universal access to the internet
  • Smart cities, smart living – improving urban life in areas such as energy, transport, planning, education
  • ​E-health –​ improve healthcare through remote diagnosis and treatment
  • Digital finance – increase access to the digital economy for the banked and unbanked

From very small satellite-powered remote IoT sensors to mobile finance for smallholder farmers, navigational platforms for smart public transit or portable electrocardiograms for remote diagnosis and ​much, much more, this virtual edition of the ITU Digital World Awards – open to all small- and medium-sized enterprises (SMEs) worldwide – celebrated creativity and innovation in digital solutions meeting real-world needs​.

“Tech SMEs are critical to the speed and success of social and economic recovery,” said ITU Secretary-General Houlin Zhao. “The ITU Virtual Digital World 2020 SME Awards form a small but important part of that journey by supporting SMEs and the potential for digital transformation they represent.”
Winners in each of the four categories were selected by a jury of experts from the fields of business, technology and entrepreneurship, receiving certificates from the ITU Secretary-General Houlin Zhao, in the presence of H.E. Phan Tam, Deputy Minister of Information and Communications, Viet Nam, and an invitation to attend ITU Digital World 2021 in Ha Noi next October. The winners were:
  • Astrome from India, using millimetre wave wireless communication to provide fibre-like backhaul capacity for 4G and 5G infrastructure, in the Connectivity category;
  • BusMap from Viet Nam, providing smart public transit solutions through navigation algorithms and advanced user experience features for consumers, corporates and governments in the Smart cities, smart living category;
  • Appy Saude from Angola, for their e-health platform identifying the nearest pharmacy location, best price and availability of medicines, in the E-health category;
  • OKO Finance from Israel, providing smallholder farmers with crop insurance and access to digital financial tools through simple mobile technologies, in the Digital finance category.​
​In the run-up to the Awards ceremony, SMEs from around the world took part in a special series of expert-led masterclasses, focused on honing pitching skills, achieving high levels of productivity and quality, staying safe in cyberspace, and expanding their business internationally. This was followed by four days of intensive online pitching with finalists in each category going head-to-head online in the final selection process.
The Awards and SME programme form part of a series of virtual activities co-organized by ITU and Viet Nam’s Ministry of Information and Communications in advance of and in preparation for the next physical ITU Digital World 2021, taking place in Ha Noi, Viet Nam from 12 to 15 October 2021 and hosted by the Government of Viet Nam.​
About the International Telecommunication Union (ITU)
The International Telecommunication Union (ITU) is the United Nations specialized agency for information and communication technologies (ICTs), driving innovation in ICTs together with 193 Member States and a membership of over 900 companies, universities, and international and regional organizations. Established over 150 years ago in 1865, ITU is the intergovernmental body responsible for coordinating the shared global use of the radio spectrum, promoting international cooperation in assigning satellite orbits, improving communication infrastructure in the developing world, and establishing the worldwide standards that foster seamless interconnection of a vast range of communications systems. From broadband networks to cutting-edge wireless technologies, aeronautical and maritime navigation, radio astronomy, oceanographic and satellite-based earth monitoring as well as converging fixed-mobile phone, Internet and broadcasting technologies, ITU is committed to connecting the world. For more information, visit

Millimeter Wave Market Projected to reach 7.38B by 2027; 37% CAGR

The global telecom millimeter wave technology market size is projected to reach USD 7.38 billion by 2027, registering a CAGR of 37.01%.

Millimeter Waves (MMW) can transmit a large amount of data efficiently, operating in the electromagnetic spectrum of 30 GHz to 300 GHz. Millimeter waves are also known as Extremely High-Frequency (EHF) waves owing to its operational frequency spectrum. The property of transmitting a large amount of data has made the technology popular across the telecommunication application.

The MMW technology industry is prominently dependent on the applications in various verticals where it is used extensively. Major application areas include telecommunication, military and defense, security services, and medical and healthcare. Evolution of 5G technology is likely to occur over the coming years on account of recent developments and continuous research and progress in the telecom industry.

Millimeter waves are anticipated to play a vital role in the development of 5G technology on account of the technology’s demand for higher-bandwidth. The 5G technology is predicted to emerge in the coming years and the market is likely to witness its adoption significantly. Eventually, the demand for MMW technology is expected to boost, in turn, propelling the overall MMW technology market, particularly across the telecom industry.

Increased government funding and initiatives coupled with intensive R&D carried out from the military and private sectors are leading towards the improvement of the MMW technology. In addition, the E-band frequency segment having extensive application in the telecommunication sector is estimated to generate the highest revenue. The E-band frequency segment is projected to keep on dominating in the telecom industry owing to the growing telecom applications. Therefore, the overall telecom millimeter wave technology market is poised to witness significant growth worldwide over the forecast period at a notable pace.

Telecom Millimeter Wave Technology Market Report Highlights:

  • North America accounted for the largest market share in the telecom MMW technology market owing to the technology’s early and greater adoption rate
  • U.S. being the highest revenue generating country in 2019 in North America, the regional market is predicted to exhibit steady growth over the forecast period
  • E-band frequency segment is anticipated to grow rapidly over the estimated duration owing to its extensive adoption in the telecom applications
  • The telecom industry in the Asia Pacific is poised to expand substantially over the coming years, and the E-band frequency segment is likely to witness lucrative opportunity in the regional telecom industry
  • Besides, growing urbanization in the Asia Pacific region and competition amongst the telecom service providers to offer superior quality of internet and other related services in order to enlarge customer base is another factor expected to drive the telecom MMW technology market
  • Online streaming of high-quality videos, online gaming, and other entertainment stuff which demand high bandwidth and consume heavy data are again likely to fuel the overall demand for MMW technology in the telecom sector globally.

Millimeter wave (mmWave) communication systems have attracted significant interest regarding meeting the capacity requirements of the future 5G network. The mmWave systems have frequency ranges in between 30 and 300 GHz where a total of around 250 GHz bandwidths are available. Although the available bandwidth of mmWave frequencies is promising, the propagation characteristics are significantly different from microwave frequency bands in terms of path loss, diffraction and blockage, rain attenuation, atmospheric absorption, and foliage loss behaviors. In general, the overall loss of mmWave systems is significantly larger than that of microwave systems for a point-to-point link.

Fortunately, the small wavelengths of mmWave frequencies enable large numbers of antenna elements to be deployed in the same form factor thereby providing high spatial processing gains that can theoretically compensate for at least the isotropic path loss. Nevertheless, as mmWave systems are equipped with several antennas, a number of computation and implementation challenges arise to maintain the anticipated performance gain of mmWave systems. Toward this end, this chapter discusses key enabling techniques of the mmWave based 5G network from the link level perspective. The link level performance of the mmWave wireless system depends on a number of factors, including the transmission scheme (i.e., whether we employ beamforming, multiplexing, or both), the approach to identifying the channel, how to design the transmitted signal waveform structure and access strategies.


Dell’Oro and Cignal AI: Optical Transport Equipment Market Grows in 3Q 2020

According to a recently published report from Dell’Oro Group, the optical transport equipment revenue increased 9 percent year-over-year in 3Q 2020 reaching $3.8 billion. The market growth was largely attributed to higher demand in Asia Pacific.

“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.

Growth in Asia Pacific more than offset the lower revenue in North America and Latin America. Optical revenue grew 22 percent year-over-year in Asia Pacific, driven largely by higher deployments in China and Japan. Also, with lockdown restrictions easing, some regions such as Middle East and Africa (MEA), significantly rebounded in the quarter following a sharp decline in 1H 2020. Sales in China, Japan, and MEA each grew over 25 percent.

About the Report

The Dell’Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, unit shipments (by speed including 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps).  The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM.  To purchase this report, please contact us at

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


According to Cignal AI, European network operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased, according to the most recent Transport Hardware Report from research firm Cignal AI. At the same time, North American spending weakness spread to the optical hardware segment as the region’s operators paused capex after aggressive deployments in the first half of the year.
“EMEA’s packet and optical transport sales growth was bolstered by sales deferred from Q2 and raised the market overall during the third quarter,” said Scott Wilkinson, Transport Hardware lead analyst at Cignal AI. “The outcome was different in North America, where sales were more frontloaded in the first two quarters than in EMEA, especially by the larger operators. NA annual CapEx budgets are largely exhausted, producing declining sales in the second half of the year for this region.”
Additional 3Q20 Transport Hardware Report Findings:
  • Optical hardware spending grew by double-digits in EMEA, countering expectations of a flat-to-down quarter in optical spending. Nokia led the robust growth with a boost from sales deferred from Q2. Worldwide, optical hardware spending was up slightly.
  • Packet transport hardware spending also rose in EMEA but declined worldwide. EMEA packet transport revenue for both Huawei and Juniper grew by more than 20% YoY as the two companies gained ground on market leaders Cisco and Nokia.
  • North American optical and packet spending declined this quarter, as anticipated by vendors (Ciena, Cisco) with exposure to large network operators. Ciena continues to lead optical market share with slight YoY revenue growth, while Cisco maintains packet transport market leadership despite a sharp YoY revenue decline.

About the Transport Hardware Report

Cignal AI’s Transport Hardware Report is issued each quarter and examines optical and packet transport equipment revenue across all regions and equipment types. The initial analysis is based on financial results, independent research, and guidance from individual equipment companies. Hardware forecasts are reviewed and updated in following weeks, along with spending trends by operator type. Clients can review a summary of quarterly results as well as access real-time dashboards and Excel downloads. Additionally, subscribers to the Transport Hardware Report have access to Active Insight, Cignal AI’s news service highlighting current market events.
The Transport Hardware Report examines revenue for metro WDM, long-haul WDM and submarine (SLTE) optical equipment, and access, aggregation, edge, and core packet equipment in six global regions. Vendors in the report include Adtran, ADVA, Alaxala, Ciena, Cisco, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Juniper, Mitsubishi Electric, NEC, Nokia, Padtec, Ribbon, Tejas, Xtera, and ZTE. A full report description, as well as articles and presentations, are available 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.

Huawei and Cambridge Wireless plan private 5G testbed in Cambridge, UK

Huawei and Cambridge Wireless have partnered to deploy and build a private 5G testbed at the Cambridge Science Park. This marks the start of a 3-year partnership which will include digital training, joint events and business support.

This will be the UK city’s first 5G mobile private network, and will support companies with the R&D and application of new digital technologies in areas such as remote surgery, autonomous vehicles and clean energy. The 5G testbed will go live in January 2021. Owned by Cambridge University, the Cambridge Science Park currently has over 120 technology companies and scale-ups.

“We are constantly working to provide value to CW members,” said Simon Mead, CEO of Cambridge Wireless. “As home to one of the world’s most advanced R&D ecosystems, Cambridge is perfectly positioned for the rollout of next-generation wireless technology and we’re delighted to be driving this initiative with our partners.

“We hope to bring something unique to the Science Park to accelerate use cases and development of this technology. We invite ambitious businesses to get involved, and through this exciting 3-year partnership with Huawei, we will support their 5G innovation journey.”

Victor Zhang, vice-president at Huawei, commented: “Huawei’s success is built on a relentless drive for innovation and we are able to keep pushing the boundaries of technology when we partner with those who share this ambition.

“The Cambridge eco-system is recognised as a global leader in technology, and we are excited to work with the talent and vision in this eco-system. We hope to enable Cambridge Wireless members to reach new heights by allowing them access to our state-of-the-art equipment and markets, including China and beyond.

“Our commitment to the UK and industry remains as strong as ever and we will continue to offer our expertise and technology to our partners to promote connections and innovation.”

To find out more and how to get involved, please contact:

Abhi Naha CCO CW (Cambridge Wireless)

Tel: +44(0)1223 967 101 | Mob: +44(0)773 886 2501


About CW (Cambridge Wireless)

CW is the leading international community for companies involved in the research, development and application of wireless and mobile, internet, semiconductor, hardware and software technologies.

With an active community of over 1000 technology companies ranging from major network operators and device manufacturers to innovative start-ups and universities, CW stimulates debate and collaboration, harnesses and shares knowledge, and helps to build connections between academia and industry.


About Huawei

Founded in 1987, Huawei is a leading global provider of information and communications technology (ICT) infrastructure and smart devices. We are committed to bringing digital to every person, home and organization for a fully connected, intelligent world. Huawei’s end-to-end portfolio of products, solutions and services are both competitive and secure. Through open collaboration with ecosystem partners, we create lasting value for our customers, working to empower people, enrich home life, and inspire innovation in organizations of all shapes and sizes. At Huawei, innovation puts the customer first. We invest heavily in fundamental research, concentrating on technological breakthroughs that drive the world forward. We have nearly 194,000 employees, and we operate in more than 170 countries and regions, serving more than three billion people around the world. Founded in 1987, Huawei is a private company fully owned by its employees.



Huawei and Cambridge Wireless to build private 5G testbed


T‑Mobile expands Home Internet to over 130 additional cities

T-Mobile US will increase its Home Internet service to more than 130 additional cities and towns across Michigan, Minnesota, New York, North Dakota, Ohio, Pennsylvania, South Dakota, West Virginia and Wisconsin. The move comes after it massively expanded its home broadband pilot to more than 20 million households in October.

The $50/month Home Internet pilot service will be deployed in underserved rural markets — through LTE-based coverage, with 5G service coming soon.  The company says that only 63 percent of adults in rural America currently have access to high-speed internet.

“Home broadband has been broken for far too long, especially for those in rural areas, and it’s time that cable and telco ISPs have some competition,” said Dow Draper, T-Mobile EVP, Emerging Products. “We’ve already brought T-Mobile Home Internet access to millions of customers who have been underserved by the competition. But we’re just getting started. As we’ve seen in our first few months together with Sprint, our combined network will continue to unlock benefits for our customers, laying the groundwork to bring 5G to Home Internet soon.”

T-Mobile Home Internet is just $50/month all-in and features many of the same benefits that have made T-Mobile the fastest growing wireless provider for the past seven years:

  • Self-installation. That means there’s no need for installers to come to your home.
  • Taxes and fees included.
  • No annual service contracts.
  • No maddening “introductory” price offers. What you pay at sign-up is what you’ll pay as long as you have service.
  • No hardware rental, sign-up fee or installation costs (because set-up is so easy!).
  • No data caps.
  • Customer support from the team that consistently ranks #1 in customer service satisfaction year after year.

Now that customers have had access to T-Mobile Home Internet since 2019, the reviews are in … and the feedback speaks for itself. Customers give T-Mobile Home Internet an average Net Promoter Score (NPS) of 42, compared to -75 (that’s a negative 75!) for their previous provider. Seventy-three percent report saving money with T-Mobile Home Internet, with 50% saving more than $30 per month (that’s $360 annually!).

The Home Internet pilot provides home broadband on the Un-carrier’s LTE network. With additional capacity unlocked by the merger with Sprint, T-Mobile is preparing to launch 5G Home Internet commercially nationwide, covering more than 50% of U.S. households within six years and providing a badly needed alternative to incumbent cable and telco ISPs.

Home broadband is one of the most uncompetitive and hated industries in America. Rural areas in particular lack options: more than three-quarters have no high-speed broadband service or only one option available. And when there’s no choice, customers suffer. It’s no wonder internet service providers have the second lowest customer satisfaction ratings out of 46 industries, beating cable and satellite TV companies by just one point according to the ACSI (American Customer Satisfaction Index)!

T-Mobile Home Internet service is available on a first-come, first-served basis, where coverage is eligible, based on equipment inventory and local network capacity, which is expanding all the time. For more information on T-Mobile Home Internet or to check availability for your home in these areas, visit



Netgear Nighthawk 5G Hotspot Pro from AT&T; Netgear’s audio video over IP (AV over IP)

AT&T announced the exclusive launch of the Netgear Nighthawk 5G Mobile Hotspot Pro (aka “5G puck”) powered by Qualcomm Snapdragon X55 Mobile Platform. The device is the first hotspot of its kind to leverage AT&T’s nationwide (pre-standard) 5G network and the latest WiFi 6 network.  Customers can only buy it at AT&T online store for  $509.99 or $17 per month for 30 months on an installment plan when orders begin on September 18th.

“The combination of AT&T 5G technology and the NETGEAR Nighthawk 5G Mobile Hotspot Pro gives AT&T customers fast speeds, low-latency and improved bandwidth for all of their WiFi needs,” said David Christopher, executive vice president and general manager, AT&T Mobility. “The 5G addition is innovative in a hotspot and much needed during a time when many of our customers continue to work and learn from home.”

“We are delighted to team with AT&T, to release their next generation 5G hotspot. The NETGEAR Nighthawk 5G Mobile Hotspot Pro combines the best of WiFi and mobile technologies – WiFi 6 and 5G, to keep you always connected at home and on the go via the AT&T 5G network,” said Patrick Lo, chairman and chief executive officer for NETGEAR. “This new mobile hotspot with WiFi 6 provides robust WiFi connectivity to the increasing number of mobile devices and computers simultaneously with the best mobile internet speeds available over 5G.”

The introduction of this hotspot also exceeds AT&T’s commitment to offer 15 5G-capable devices to our lineup in 2020. This expansive portfolio gives our customers a wide variety to choose from, with features and price points that best serve their needs. All of these devices tap into our nationwide 5G network, offering fast, reliable and secure connectivity across the U.S. Plus, 5G access is included in all of our current consumer and business unlimited wireless plans at no extra cost to you.3


The NETGEAR Nighthawk 5G Mobile Hotspot Pro is the perfect portable device. Whether you’re constantly on the move or looking for an alternative to in-home broadband, it offers the following features that will provide a steady and reliable connection wherever you are:

  • Capacity: Share your connection with up to 32 WiFi devices such as smartphones, tablets, and laptops for a connection you can count on.
  • 5G Compatibility: In addition to AT&T’s nationwide 5G network, this device can also access AT&T 5G+ in parts of 35 cities across the country. Together, these two flavors of 5G create the best mix of speeds and coverage, and will power new experiences coming to life.
  • WiFi 6: Tap into the latest WiFi technology that will power fast surfing, downloading, and streaming for the whole family.
  • Touch Screen: Set up your device and manage your usage with ease from the NETGEAR Nighthawk 5G Mobile Hotspot Pro’s touchscreen.
  • Battery Life: Power through your day and night with the long-lasting, powerful 5,040 mAh rechargeable battery. It also operates without battery when connected via the quick charge power adapter.


The NETGEAR Nighthawk 5G Pro Hotspot will also be FirstNet Ready™, which means first responders can use it to tap into the power of FirstNet® – America’s public safety communications network. FirstNet Ready devices are tested and approved to operate with services using the FirstNet LTE network core. This gives public safety access to the critical capabilities that FirstNet enables, like the full power of AT&T’s LTE network, including Band 14 spectrum, which serves as a VIP lane for first responders.4

For more information on AT&T 5G, visit For the latest on how we’re using this next generation of wireless technology, head to


Netgear separately announced the addition of an entirely new series of switches designed and built from the ground up for the growing audio video over IP (AV over IP) market.  Called the AV Line, these products combine years of networking expertise with best practices from leading experts in the professional AV market.  Netgear says the following about its new product line:
  • An entirely new series of switches developed and engineered for the growing audio, video over IP (AV over IP) market. These AV Line switches combine years of networking expertise with best practices from leading experts in the professional AV market.
  • The new AV Line incorporates NETGEAR IGMP Plus for flawless video over IP (including audio and control). If you are using Dante or AVB in your audio deployment, you can trust that NETGEAR’s new AV Line switches are designed to seamlessly integrate into your solution.
  • The new M4250 AV interface presents the common AV controls right up front with user-selectable profiles for common AV platforms making it a snap to ensure the settings are correct for a specific audio or video application.