Dell’Oro: Worldwide Telecom Equipment Market Growth +3% in 2022; MTN: +2% Network Infrastructure Growth in 2022
by Stefan Pongratz, VP Dell’Oro Group
Following four consecutive years of modest telecom equipment growth across the six telecom programs tracked at the Dell’Oro Group, preliminary findings show that the aggregate telecom equipment market moderated somewhat from the 8% revenue increase in 2021 to 3% year-over-year (Y/Y) in 2022.
Looking back at the full year, the results were slightly lower than the 4% growth rate we projected a year ago going into 2022. In addition to more challenging comparisons in the advanced 5G markets and the supplier exits in Russia, the strengthening USD weighed on the broader telecom equipment market. Supply issues also impacted the market negatively during 1H22 but eased somewhat in the second half.
Regional developments were mixed, underpinned by strong growth in North America and CALA, which was enough to offset more challenging conditions in EMEA and the Asia Pacific. With China growing around 4%, we estimate global telecom equipment revenues excluding China increase around 3% in 2022.
From a technology perspective, there is a bit of capex shift now underway between wireless and wireline. Multiple indicators suggest Broadband Access revenues surged in 2022, however, this double-digit growth was offset by stable or low-single-digit growth across the other five segments (Microwave Transport, Mobile Core Network, Optical Transport, RAN, SP Router & Switch).
Vendor dynamics were relatively stable between 2021 and 2022, with the top 7 suppliers (Huawei, Ericsson, Nokia, ZTE, Cisco, Ciena and Samsung) driving around 80% of the overall market. Despite on-going efforts by the US government to limit Huawei’s TAM and access to the latest silicon, our assessment is that Huawei still leads the global telecom equipment market, in part because Huawei remains the #1 supplier in five out of the six telecom segments we track. At the same time, Huawei has lost some ground outside of China. Still, Nokia, Ericsson, and Huawei were the top 3 suppliers outside of China in 2022, accounting for around 20%, 18%, and 18% of the market, respectively.
MTN Consulting recently noted that network spending was starting to flatten in the telco segment. In 3Q22, telco capex dipped 5% YoY, the first decline since 4Q20. The vendor market also weakened in 3Q22, as Telco Network Infrastructure (NI) vendor revenues grew just 2% after seven straight quarters of much stronger growth. Now we have a solid set of preliminary results for 2022’s final three months, 4Q22. For the 105 vendors available, Telco NI revenues fell by 1% YoY in 4Q22; this is the first decline for this group of Telco NI vendors since 2Q20, when COVID shut down economies. For CY2022, Telco NI grew just 2% YoY, down from +9% in 2021, when telcos splurged post-COVID, and the 5G RAN market saw a nice run-up. Among the larger reporting vendors, the best 4Q22 Telco NI growth was recorded at the three cloud providers (AWS, Azure, and GCP); engineering services companies Dycom and MasTec; NEPs Calix, Ciena, Samsung, and Technicolor (now Vantiva). New vendor Rakuten Symphony recorded the best overall growth rate in 4Q-2022, with revenues of $180M up 193% YoY. On the other side, Cisco, Ericsson, and ZTE saw the worst declines in 4Q-2022, due in part to a downswing in spending among their largest customers.
For the overall market, some of the decline seen in 4Q-2022 was inevitable, as telcos slow down their initial 5G network buildouts. Other negatives include higher interest rates, higher energy costs, weak economic growth, cloud alternatives to network builds, and 5G’s inability to deliver services revenue growth. Revenue guidance for 2023 from key vendors suggests a flat to slightly down market, as telcos absorb capacity and continue to wrestle with these challenges. Capex guidance from telcos is consistent.
Following five consecutive years of growth, the Dell’Oro Group believes there is more room left in the tank. Collectively the analyst team is forecasting the overall telecom equipment market to increase 1% in 2023 and record a sixth consecutive year of growth. Risks are broadly balanced and the analysts will continue to monitor the 5G rollouts in India, capex cuts in the US, and 5G slowdown in China (preliminary data by MIIT suggest new 5G BTS volumes will drop by a third in 2023 relative to 2022), wireless and broadband investments in Europe, forex fluctuations, and inventory optimization.
*Telecommunications Infrastructure programs covered at Dell’Oro Group, include Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and SP Router & Switch.
Dell’Oro: PONs boost Broadband Access; Total Telecom & Enterprise Network Equipment Markets
UAE’s “etisalat by e&” announces first software defined quantum satellite network
Dubai’s etisalat by e& today announced the implementation of the Eutelsat quantum satellite solution, becoming the first telco in the country to expand “5G” network capabilities (NOTE: there are no standards for satellite 5G RAN- only for terrestrial RAN, e.g. ITU-R M.2150 and 3GPP Release 15-17) over a software-defined satellite network.
This deployment was a result of rigorous testing with customers for over a year to rapidly scale up the 5G mobile network deployment. etisalat by e& implemented Eutelsat’s latest technology Quantum satellite with the recently installed state-of-the-art Newtech Dialog Hub enhancing the mobile network capability.
“With the demand for ‘always-on’ connectivity as technologies like IoT, AI and blockchain make a bigger impact on consumer lives, satellite connectivity can empower communities and business in this rapidly evolving digital landscape,” said Khalid Murshed, Chief Technology and Information Officer, etisalat by e& UAE. “With the deployment of this satellite solution and technology, our customers will be able to access their data at 5G speeds even when terrestrial connectivity is unavailable, marking another important step towards the regions’ 5G adoption and bridging the digital divide,” he added.
Image Credit: e&, formerly known as Etisalat Group
“Eutelsat are proud to partner with etisalat by e& to deploy this 5G use case on the world’s first Software Defined satellite network,” said Ghassan Murat, Head of Connectivity Business Unit for Middle East, Africa and Asia Pacific, Eutelsat. “Our fully steerable beams are capable of meeting the most rigorous demands of Next Generation mobile and satellite networks.”
Oscar Garcia, Business Marketing and Product Innovation, etisalat by e&, said, “The need for connectivity has grown beyond traditional communications with customers wanting to access the highest speeds in the network to meet their requirements and demands for bandwidth-intensive applications such as GSM services, Remote IT, Unified communications, OTT, and media streaming among others.. The testing and implementation of this satellite solution greatly enhances the mobile network capability to address the futuristic development of new age applications while being able to build and deploy 5G use cases for various industry verticals and business.”
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China Tower had ~2.1M telecom towers installed with 3.36M tower tenants at end of 2022
China Tower ended 2022 with 2.05 million telecom towers installed, representing a net increase of 17,000 sites from the end of 2021. The company installed approximately 745,000 5G base-stations during the year, with more than 96 percent of sites delivered through sharing existing network infrastructure. Through the end of 2022, China Tower reported that it has received cumulative orders of nearly 1.8 million new 5G cell sites. The total tower tenants rose by 102,000 in the year to 3.36 million, pushing the average number per tower from 1.62 as of the end of 2021 to 1.65 at end-2022.
China Tower primarily serves the country’s state-owned telecommunications service providers (TSP) – China Mobile, China Telecom, China Unicom, and China Broadnet. The four TSPs accounted for a total of nearly 3.4 million tower tenants, a 102,000 year-over-year increase. The TSP tenancy ratio increased from 1.60 to 1.65 over the same period last year, showing a continuous increase in the level of site colocation.
Operating revenue for 2022 reached $13.4 billion, up 6.5 percent YoY. Revenue from the TSP segment was $12.0 billion, up by 3.5 percent over the same period last year, and accounting for 90 percent of operating revenue. The TSP business comprises revenue from towers and indoor distributed antenna system (DAS) business. Towers contributed $11.3 billion, up nearly 2 percent, while DAS revenue was $845 million, a 34 percent YoY increase. Capital expenditures for new tower builds and site augmentation was $3.0 billion in 2022, up 5 percent over nearly $2.9 billion in 2021.
The company sees “5G + DAS” as its dual-growth engines, with DAS as the fastest growing segment. The DAS business focuses on providing 5G coverage under various scenarios in key sectors including education, cultural tourism, transportation, and healthcare, with an integrated approach to coordinating resources and demands.
At year-end 2022, China Tower’s DAS deployments covered buildings with a cumulative area of 7,390 million square meters, representing a 48 percent YoY increase. The company expanded DAS coverage to 10,429 kilometers in high-speed railway tunnels and to 9,611 kilometers in subways, coverage reaching a cumulative length of 20,040 kilometers, up 19 percent from a year ago.
China Tower has Commercial Pricing Agreements and Service Agreements with each of the TSPs. In a statement, the company reiterated its commitment to meeting its TSP customer network construction needs using innovative construction and service models that provide low-cost and efficient coverage.
Zhang Zhiyong, chairman of China Tower said: “Looking ahead, we will remain focused on grasping the opportunities brought by the development of 5G new infrastructure, the digital economy, and the green-oriented transition of energy. With a focus on “Digital Tower,” our Smart Tower business growth accelerated. Serving the national strategic goals.”
Tower business. China Tower advocated for the inclusion of 5G base-station sites in development planning and played an active role in setting the wireless communications specifications for buildings. Complying with these specifications, we have been included in the administrative approval process for new construction projects, further strengthening our ability to coordinate and share resources. We launched innovative low-cost construction solutions to sharpen our capability in providing integrated wireless communications coverage solutions. A higher level of resource sharing enabled us to comprehensively satisfy customer demand for 5G construction. We completed approximately 745,000 5G base-stations during the year, of which more than 96% were delivered through sharing existing resources. In addition, we focused our efforts on tackling difficult sites and continued to enhance our service quality. Alongside an improving capability in site maintenance, customer satisfaction grew. In 2022, our Tower business generated revenue of RMB77,204 million, or year-on-year growth of 1.8%. As of 31 December 2022, we managed 2.055 million tower sites, representing a net increase of 17,000 sites from the end of 2021. The number of TSP tenants reached 3.362 million, an increase of 102,000 from the end of 2021, and the TSP tenancy ratio also increased from 1.60 to 1.65 over the same period of last year, showing a continuous increase in the level of site co-location.
DAS business. China Tower focused on providing 5G coverage for key scenarios and key sectors including education, cultural tourism, transportation and healthcare, with an integrated approach to coordinating resources and demands. Playing an important role in coordinating site entry and construction, we were able to take up all DAS construction demand for key venues, scenarios and sectors, providing customers with differentiated and diversified indoor coverage solutions. In addition, we stepped up innovation to develop sharable DAS products and solutions. We enhanced our professional capabilities to optimize our advantages in providing low-cost and green and low-carbon DAS solutions, complemented by our quality services, driving accelerated growth in the DAS business. This business has increasingly become the second growth engine of our development. In 2022, our DAS business recorded revenue of RMB5,827 million, representing a year-on-year increase of 34.3%. As of 31 December 2022, we had covered buildings with a cumulative area of 7,390 million square meters, representing a year-on-year increase of 48.1%. Our high-speed railway tunnels and subway coverage reached a cumulative length of 20,040.2 kilometers, a year-on-year increase of 18.5%.
Grasping strategic opportunities to boost strong growth in Two Wings business:
By leveraging the opportunities brought forth by the growth of the “digital economy” and the “dual carbon” goals, we focused on product innovation and business optimization to fortify our competitive advantages. As a result, the Two Wings business sustained a robust growth trajectory with revenue in 2022 reaching RMB8,904 and accounting for 9.7% of our overall operating revenue, an increase of 2.6 percentage points from the same period in 2021. The business contributed 49.7% to our incremental operating revenue for the year, an increase of 9.7 percentage points year-on-year, further solidifying our multi-pillar business development structure.
Image courtesy of China Tower
China’s wireless network operators had deployed a total of 2.29 million 5G base stations nationwide as of the end of November, according to the latest available data from China’s Ministry of Industry and Information Technology. This figure represents an increase of 862,000 compared to the end of 2021 and accounts for 21.1% of all mobile base stations in the country.
Chinese operators recorded a net gain of 16.53 million 5G subscribers in January, according to the operators’ latest available statistics. China Mobile, the world’s largest operator in terms of subscribers, added a total of 8.46 million 5G subscribers during the first month of the year. The carrier said it ended last month with 622.47 million 5G subscribers. China Mobile added a total of 227.2 million subscribers in the 5G segment during 2022.
Meanwhile, China Telecom added 5 million 5G subscribers last month to take its total 5G subscribers base to 273 million. During 2022, the telco added a total of 80.16 million 5G subscribers.
Rival operator China Unicom said it added a total of 3.07 million 5G subscribers during last month. The carrier ended January with 215.8 million 5G subscribers. China Unicom added over 42 million subscribers in the 5G segment during 2022.
China MIIT claim: 475M 5G mobile users, 1.97M 5G base stations at end of July 2022
China’s MIIT to prioritize 6G project, accelerate 5G and gigabit optical network deployments in 2023
Nokia and Kyndryl extend partnership to deliver 4G/5G private networks and MEC to manufacturing companies
Following their first partnership one year ago, Nokia and Kyndryl have extended it for three years after acquiring more than 100 customers for automating factories using 4G/5G private wireless networks as well as multi-access edge computing (MEC) technologies. Nokia is one of the few companies that have been able to get any traction in the private 4G/5G business which is expected to grow by billions of dollars every year. The size of the global private 5G network market is expected to reach $41.02 billion by 2030 from 1.38 billion in 2021, according to a study by Grand View Research.
The companies said some customers were now coming back to put private networks into more of their factories after the initial one. “We grew the business significantly last year with the number of customers and number of networks,” Chris Johnson, head of Nokia’s enterprise business, told Reuters.
According to the companies, 90% of those engagements—which span “from advisory or testing, to piloting, to full implementation”—are with manufacturing firms. In Dow Chemical’s Freeport, Texas, manufacturing facility which is leveraging a private LTE network using CBRS frequencies to cover 40 production plants over 50-square-kilometers. The private wireless network increased worker safety, enabled remote audio and video collaboration, personnel tracking, and vehicle telematics, the companies said. Dow Chemical is now planning to expand the same coverage to dozens of its factories, said Paul Savill, Kyndryl’s [1.] global practice leader. “Our pipeline has been growing fundamentally faster than it has been in the last 12 months,” he said. “We now have over 100 customers that we’re working with in the private wireless space … in around 24 different countries.”
Note 1. After getting spun off from IBM in 2021, Kyndryl has focused on building its wireless network business and has signed several agreements with cloud providers.
The current active engagements are across more than 24 countries, including markets like the U.S. where regulators have set aside spectrum assets for direct use by enterprises; this means it’s increasingly possible for buyers to access spectrum without the involvement of mobile network operators.
“As enterprises seek to accelerate and deliver on their journeys towards Industry 4.0 and digitalization, the effective integration and deployment of advanced LTE and 5G private wireless networking technologies becomes instrumental to integrate all enterprise operations in a seamless, reliable, efficient and built in a secure manner,” said Alejandro Cadenas, Associate Vice President of Telco and Mobility Research at IDC. “This expanding, powerful, relationship between Nokia and Kyndryl is a unique combination of vertical and horizontal capabilities, and offers IT, OT and business leaders access to the innovation, tools, and expert resources they need to digitally transform their operations. The partnership offers a compelling shared vision and execution that will enable customers across all industries and geographies to access the ingredients they need to deliver against the promise of digital acceleration, powered by network and edge computing.”
The expanded effort will be enhanced with Kyndryl’s achievement of Nokia Digital Automation Cloud (DAC) Advanced accreditation status, which helps ensure that enterprise customers benefit from an expanded lineup of expert resources and skilled practitioners who have extensive training and deep understanding of Nokia products and solutions. In addition, customers will gain access to Kyndryl’s accelerated network deployment capabilities and support of Nokia cellular radio expertise in selected markets.
In response to a question about how direct enterprise access to spectrum has informed market-by-market activity, Kyndryl Global Practice Leader of Network and Edge Paul Savill told RCR Wireless News in a statement, “Spectrum availability is rapidly becoming less of a barrier, with governments allocating licensed spectrum for industrial use and the emergence of unlicensed wireless networking options (such as CBRS in the US, and MulteFire).”
The companies have also developed automated industrial drones that can monitor a site with different kinds of sensors such as identifying chemicals and video recognition as part of surveillance. While drones have not yet been deployed commercially yet, customers are showing interest in rugged, industrialized non-stop automated drone surveillance, Johnson said.
Nordic Semiconductor announces ICs & development kits for low power Wi-Fi 6 IoT applications
Nordic Semiconductor today announced the availability of the nRF7002™ Wi-Fi 6 companion IC and its associated nRF7002 Development Kit (DK). The IC is the first in Nordic’s Wi-Fi product family and is a low power Wi-Fi 6 companion IC providing seamless dual band (2.4 and 5 GHz) connectivity. The nRF7002 IC can be used together with Nordic’s award-winning nRF52® and nRF53® Series multiprotocol Systems-on-Chip (SoCs) and the nRF9160™ cellular IoT (LTE-M/NB-IoT) System-in-Package (SiP), but can equally be used in conjunction with non-Nordic host devices. The DK makes it easy for developers to get started on nRF7002-based IoT projects.
The nRF7002 complements Nordic’s cellular IoT and multiprotocol wireless solutions. By using the new IC, developers can leverage Wi-Fi 6’s higher throughput and ubiquitous domestic and industrial infrastructure when developing IoT applications. Design support through Nordic’s unified software development kit, nRF Connect SDK, and the nRF7002 DK make it easier and quicker to launch new products.
Wi-Fi 6 brings significant benefits to IoT applications—such as smart-home products, industrial sensors, asset trackers, and wearables—including power efficiency gains for battery powered Wi-Fi operation, and management of large IoT networks comprising hundreds of devices.
“The nRF7002 Wi-Fi 6 companion IC is a testament to Nordic Semiconductor’s leadership in low-power wireless technology,” says Svein-Egil Nielsen, CTO/EVP of R&D and Strategy at Nordic. “This highly integrated and flexible solution will empower developers to create new, innovative Wi-Fi 6-enabled products. Supported with the nRF7002 DK and the award-winning nRF Connect SDK, combined with Nordic’s best in class technical support, I believe it has never been easier to develop great Wi-Fi products.”
“The nRF7002 is designed to work alongside Nordic’s nRF52 and nRF53 Series making it a perfect fit for Matter, a smart-home standard backed by Amazon, Apple, Google, Nordic, Samsung, and hundreds of other companies,” says Finn Boetius, Product Marketing Engineer with Nordic. “The introduction of the IC and the nRF7002 DK now makes it easy for developers to get started on Matter and any other Wi-Fi based applications.” Matter uses Thread and Wi-Fi for data transport, and Bluetooth LE for commissioning.
The nRF7002 brings low power and secure Wi-Fi to the IoT. The dual-band IC complies with Station (STA), Soft Access Point (AP), and Wi-Fi Direct operation, and meets the IEEE 802.11b, a, g, n (“Wi-Fi 4”), ac (“5”), and ax (“6”) Wi-Fi standards. The product also offers excellent coexistence with Bluetooth LE, Thread, and Zigbee. The nRF7002 supports Target Wake Time (TWT) a key Wi-Fi 6 power saving feature. Interfacing with a host processor is done via Serial Peripheral Interface (SPI) or Quad SPI (QSPI). The IC offers a single spatial stream, 20 MHz channel bandwidth, 64 QAM (MCS7), OFDMA, up to 86 Mbps PHY throughput, and BSS coloring.
In addition to its suitability for general IoT applications and Matter, the nRF7002 is the ideal choice for implementing low power SSID-based Wi-Fi locationing when used together with Nordic’s nRF9160 SiP and the company’s nRF Cloud Location Services. SSID-based Wi-Fi locationing supplements GNSS- or cell-based locationing by providing accurate positioning indoors and in places with a high density of Wi-Fi access points.
nRF7002 DK supports development of low power Wi-Fi applications:
The introduction of the nRF7002 is accompanied by the launch of the nRF7002 DK, a development kit for the Wi-Fi 6 companion IC. The DK includes an nRF7002 IC and features an nRF5340 multiprotocol SoC as a host processor for the nRF7002. The nRF5340 embeds a 128 MHz Arm Cortex-M33 application processor and a 64 MHz high efficiency network processor. The DK supports the development of low-power Wi-Fi applications and enables Wi-Fi 6 features like OFDMA, Beamforming, and TWT. The DK includes: Arduino connectors; two programmable buttons; a Wi-Fi dual-band antenna and a Bluetooth LE antenna, and current measurement pins.
nRF7002 DK – Development Kit for nRF7002 Wi-Fi 6 IC:
Source Nordic Semiconductor
Together with the DK, developing nRF7002-based designs is made simpler by the support for the IC in the nRF Connect SDK, Nordic’s scalable and unified software development kit for building products based on the company’s wireless devices. With the nRF7002 IC, nRF7002 DK, and nRF Connect SDK, developers can quickly and easily add Wi-Fi connectivity to their products, allowing them to connect to the Internet and communicate with other devices over a Wi-Fi network. Example applications for the nRF7002 DK are included with nRF Connect SDK.
The nRF7002 companion IC and nRF7002 DK are available now from Nordic’s distribution partners.
Fortinet and Palo Alto Networks are leaders in Gartner Magic Quadrant for Network Firewalls
Gartner defines the network firewall market as the market for firewalls that use bidirectional stateful traffic inspection (for both egress and ingress) to secure networks. Network firewalls are enforced through hardware, virtual appliances and cloud-native controls. Network firewalls are used to secure networks. These can be on-premises, hybrid (on-premises and cloud), public cloud or private cloud networks. Network firewall products support different deployment use cases, such as for perimeters, midsize enterprises, data centers, clouds, cloud-native and distributed offices.
Cloud firewalls: These firewalls from cloud infrastructure vendors are designed for cloud-native deployment as separate virtual instances or in containers. Container firewalls can also secure connections between containers.
Hybrid mesh firewalls: These are platforms that help secure hybrid environments by extending modern network firewall controls to multiple enforcement points, including FWaaS and cloud firewalls, with centralized management via a single cloud-based manager.
Firewall as a service (FWaaS): A FWaaS is a multifunction security gateway delivered as a cloud-based service, often to protect small branch offices and mobile users.
Networking: This includes support for routing tables with destination network address translation (DNAT) and static network address translation (SNAT) capability.
Stateful inspection: This enables inspection of traffic based on stateful firewall rules.
Threat detection and inspection: This includes intrusion prevention system (IPS) and malware inspection capabilities.
Web filtering: This includes filtering of outbound traffic for HTTP and HTTPS and applications.
Advanced logging and reporting: All actions of firewall administrators can be logged, and reports can be customized and run based on different object types and traffic types. Threat-based and web-filtering-based granular reports can be generated.
Internet of Things (IoT) security: This is achieved either using a module built into threat detection controls or via a dedicated subscription integrated within network firewall offerings. Specific features may include discovery of IoT devices, risk analysis and dedicated rules to block attacks related to these devices. Also, IoT signatures as a part of IPS signature base.
Network sandboxing: Network sandboxing monitors network traffic for suspicious objects and automatically submits them to the sandbox environment, where they are analyzed and assigned malware probability scores and severity ratings.
Zero trust network access (ZTNA): Zero trust network access (ZTNA) makes possible an identity- and context-based access boundary between any user and device to applications.
Operational technology (OT) security: This includes integrated or dedicated features related to protecting an OT environment. Stand-alone OT security offerings are not considered here. Features may include dedicated OT-related threat intelligence, dedicated IPS signatures for OT devices, support for supervisory control and data acquisition (SCADA) applications and threat inspection.
Domain Name System (DNS) security: This secures traffic to DNS by offering monitoring, detection and prevention capabilities against DNS layer attacks.
Software-defined wide-area network (SD-WAN): This provides dynamic path selection, based on business or application policy, centralized policy and management of appliances, virtual private network (VPN), and zero-touch configuration
As network firewalls evolve into hybrid mesh firewalls with the emergence of cloud firewalls and firewall-as-a-service offerings, selecting the most suitable vendor is a challenge. Gartner assessed 17 Network Firewall vendors to help security and risk management leaders make the right choice for their organization.
Fortinet was recognized in 2022 Gartner® Magic Quadrant™ for Network Firewalls for the 13th time. It leads for appliance-based distributed-office use cases, thanks to its offer of mature SD-WAN and firewall capabilities in a single box.
The company’s FortiGate Next-Generation Firewalls deliver seamless AI/ML-powered security and networking convergence over a single operating system (FortiOS) and across any form factor. This includes hardware appliances, virtual machines, and SASE services.
Integrated SD-WAN: Fortinet offers built-in advanced SD-WAN and routing capabilities in FortiGate firewall appliances. Fortinet offers a complete SD-WAN package, with features including forward error correction, packet duplication, and intelligent and dynamic app routing.
Hybrid ZTNA deployment: Fortinet offers flexible ZTNA deployment modes. ZTNA enforcement is part of the FortiGate operating system (FortiOS) and can be deployed on-premises or as a service as part of FortiSASE (a stand-alone offering). The vendor has also introduced an in-line CASB integrated with ZTNA capabilities.
Product portfolio: Fortinet has a large product portfolio. It offers products for networking, network security and security operations. The majority of its products can be managed through a single management interface and offer integration through the Fortinet Security Fabric.
Centralized management: Fortinet offers mature on-premises and cloud-based centralized management through FortiManager and FortiCloud, respectively. These offerings have feature parity and support centralized management of the majority of Fortinet’s devices. FortiGate customers like the ease of management and configuration of Fortinet’s firewalls.
FortiGate NGFWs offer (Source: Fortinet):
- Powerful security and networking convergence. Secure networking services like SD-WAN, ZTNA, and SSL decryption are included – no need for extra licensing.
- Best price-per-performance. Our unique ASIC architecture delivers the highest ROI plus hyperscale support and ultra-low latency.
- AI/ML-powered threat protection. Multiple AI/ML-powered security services stop advanced threats and prevent business disruptions.
Palo Alto Networks was among the 17 vendors that Gartner evaluated for its 2022 Magic Quadrant for Network Firewalls, which evaluates vendors’ Ability to Execute as well as their Completeness of Vision. Palo Alto Networks believes its vision of offering best-in-class security as part of an integrated network security platform, combined with its commitment to customer success, has helped the company earn a Leader position for the 11th consecutive year.
“From the industry’s first Next-Generation Firewall in 2007 to the most recently announced PAN-OS 11.0 Nova, Palo Alto Networks relentless innovation helps provide powerful protection for customers. We are honored to be recognized as a Leader in eleven consecutive Gartner Magic Quadrant for Network Firewalls reports,” said Anand Oswal, senior vice president for Products, Network Security. “We believe this recognition by Gartner is a testament to both our innovation, using ML and AI to stop the most evasive threats, and our ability to simplify network security for our customers with a consolidated platform approach.”
Palo Alto Networks believes its leader position in network firewalls is fueled by:
- Best-in-class security that prevents zero-day threats: Modern malware is now highly evasive and sandbox-aware. To address this, the recently announced PAN-OS 11.0 Nova introduced the new Advanced WildFire® cloud-delivered security service, which provides unprecedented protection against evasive malware. Advanced Threat Prevention (ATP) now helps protect against zero-day injection attacks in addition to highly evasive command-and-control communications. Additionally, Advanced URL Filtering offers industry-first prevention of zero-day web attacks with inline machine learning capabilities.
- Strength in SASE: The industry’s most complete SASE solution, Prisma® SASE simplifies secure access by connecting all users and locations with all apps from a single product. The superior security of ZTNA 2.0 protects both access and data to dramatically reduce the risk of a data breach, while a cloud-native architecture with integrated Autonomous Digital Experience Management (ADEM) provides exceptional user experiences.
- Helping customers improve their security posture: Palo Alto Networks AIOps helps customers adopt best practices with guided recommendations, reduce misconfigurations that can lead to security breaches, and predict network-impacting issues before they occur. AIOps, launched earlier this year, now processes 49 billion metrics monthly across 60,000 firewalls and proactively shares 24,000 misconfigurations and 17,000 firewall health and other issues with customers for resolution every month.
- A comprehensive product portfolio offered as a platform: Palo Alto Networks offers multiple cloud-delivered security services that work together to prevent attacks at every stage of the attack lifecycle. These security services are offered as part of a network security platform, which makes it easy for customers to consume these services while consistently protecting their data centers, branch offices and mobile workers as well as applications in multicloud and hybrid environments with best-in-class security everywhere.
Since the Gartner evaluation, Palo Alto Networks has further strengthened its NGFW capabilities with the announcement of the latest version of its industry-leading PAN-OS® software, PAN-OS 11.0 Nova. The innovations announced also included the new Advanced WildFire cloud-delivered security service, which brings unparalleled protection against evasive malware, enhancements in the Advanced Threat Prevention service and new fourth-generation ML-powered NGFWs. The company has also taken strides to enhance its customer support experience and grown its Global Customer Service organization.
To learn more about Palo Alto Networks recognition in the 2022 Gartner Magic Quadrant for Network Firewalls, please visit:
To read a complimentary copy of the 2022 Gartner Magic Quadrant for Network Firewalls, please visit:
Register for the Palo Alto Networks PAN-OS 11.0 Nova launch event here:
To learn more about the Palo Alto Networks Next-Generation Firewall platform, visit:
Beijing Internet Institute: IPv6 leads Internet into a new era after 12+ years of wavering
Well, it’s certainly about time for IPv6! The transition from IPv4 to IPv6 has been going on for at least 12 years (See New Urgency to Move to IPv6 as Last Block of IPv4 Addresses are Allocated, published Feb 6, 2011!).
IPv6 is the first and might be the last upgrade of the global network in the coming decades. The development of IPv6 and IPv6 derivative and convergence technology standards will meet the objective requirements of the continuous expansion of the future network, facilitate the digital transformation in multiple fields, and become a new track of global digital technology innovation. In light of this, the “Global IPv6 Development and Standard Evolution Symposium and the Release Ceremony of the 2022 IPv6 Support White Paper,” held by the IPv6 Forum and the China Future Internet Engineering Center (CFIEC) on January 5, 2023.
The event accumulates global experts from global organizations from IPv6 Forum, CFIEC, Asia-Pacific Internet Network Information Center (APNIC), China Academy of Information and Communications Technology (CAICT), Internet Engineering Task Force (IETF), China Communication Standardization Association (CCSA), Institute of Electrical and Electronics Engineers (IEEE), European Telecommunications Standardization Association IPv6 Enhanced Innovation Working Group (ETSI IPE). Experts discuss the development vitality and opportunities of IPv6 under the new turning point of digital economy, strengthen the in-depth cooperation between different organizations, establish a perfect IPv6 and derived and fusion technology standards. accelerating large-scale deployment of IPv6 globally in the “global IPv6 development” and “IPv6 standard evolution” dimensions.
IPv6 is leading the development of the Internet
IPv6 provides more innovation capacity and development space for network infrastructure. Wu Hequan, academician of the CAE Member, summarizes the current development trend and characteristics of IPv6 at the meeting. He believes that the global Internet development has entered the dominant period of IPv6, which mainly presents three characteristics: first, the transition from IPv4 to IPv6 is accelerating; Second, from IPv4/IPv6 dual stack to IPv6 only; Third, IPv6 is developing towards IPv6+, with the developing IPv6 address space capabilities and fully integrating with the new generation of IT. IPv6 is playing an active role.
Liu Dong, Vice President of IPv6 Forum, introduced the development of the global IPv6 deployment in general: “The global IPv6 deployment speeds up to a new level in 2022. Countries or regions with a combined IPv6 deployment rate of around 30% or above account for more than half of the world. IPv6 deployment rate in 26 countries exceeded 40%, an increase of 9% compared with 2021; 37 countries have deployment rates exceeding 30%; The deployment rate of 51 countries exceeded 20%. IPv6-only has become a global consensus. The IPv6 applications and users will grow rapidly in the future ”
Sharing the development of IPv6 deployment in the Asia-Pacific region at the conference, Pan Guangliang, Director of Basic Resource Services at the Asia Pacific Internet Network Information Center (APNIC), puts, “The growth of the Internet has not stopped and will not stop. As more and more devices connects to the Internet, IPv6 is the way to go and is growing globally, with Asia seeing strong growth in overall IPv6 capability. According to APNIC statistics, the IPv6 support capacity in Asia exceeds the global average level by nearly 40%. Several countries such as China, India and Malaysia have witnessed rapid IPv6 development. In the next few years, the deployment of IPv6 will continue to improve, and more innovative applications based on IPv6 will appear ”
The development of IPv6 in China is outstanding. Gao Wei, director of the Internet Center of the Standards Institute of the China Academy of Information and Communications Technology, points out at the conference: “China is among the first countries in the world to carry out research, standard setting, application development and large-scale commercialization of IPv6 and next-generation Internet technologies. By December 2022, the number of IPv6 users in China has reached 717.7 million, with IPv6 traffic on fixed networks accounting for 12% and mobile networks 46%, showing a good momentum of development. IPv6 transformation achieves monumental success especially in the cloud platform, to achieve the new era of IPv6 traffic increase to provide strong support.”
IPv6 standard evolves from IPv6-Only to “cloud network”, “computing network” and “security”
In the era of digital economy, the integration of the Internet and the economy continues to deepen, and industrial digitalization with digital industrialization have become opportunities for all industries to score a new chapter. As an important starting point of digital transformation, standard is more conducive to opening up a leading advantage in the changing situation. The research, development and creation of IPv6 and its derived and converged technical standards are closely related to the development and deployment of IPv6. With the accelerated deployment of IPv6, the international standardization of IPv6 has entered a new stage and came across new changes.
Zhao Huiling, chairman of CCSA TC3 Technical Committee of China Communications Standardization Association, says that after 20 years of development, the current IPv6 standards have formed a systematic and standardized trend, covering five categories of standards: resources, networks, applications, security and transition. The standards at this stage can meet the needs of IPv6 network construction, but the security standards and application standards still have a lot to catch up. She also proposes four key directions for the creation of IPv6 industry standards in the new stage:
- First, in the field of cloud network integration, IPv6 supports the deep integration of new resources such as cloud network edge intelligent collaboration and data computing power;
- Second, in the field of IOT, IPv6 supports seamless global coverage, and anyone can communicate with anyone at any place and any time.
- Third, in the field of intelligent operation and maintenance, IPv6 supports end-to-end network quality assurance to ensure that the demands of the cloud on the network in enterprise production scenarios are met.
- Fourth, in the field of security and credibility, IPv6 supports end-to-end security endogenous mechanisms, adaptive security frameworks and security atomic capabilities, security defense, detection, and response prediction.
Li Zhenbin, member of the IETF Internet Architecture Committee (IAB) and Huawei’s chief IP protocol expert, also mentions that, “As the data communication industry moves towards the intelligent connection era of IPv6+, IETF has also gradually carried out various IPv6 standardization work, including the IPv6+1.0 (SRv6) standard, the IPv6+2.0 (5G&Cloud) standard Important achievements have been made in relevant standards. At this stage, IPv6 provides more differentiated service capabilities. Cloud network and computing network become the key applications of IPv6. Through IPv6 expansion and APN and other technologies, personalized networks can be realized and diverse computing power requirements can be met. In terms of APN6, we have signed a standard manuscript with several operators to successfully promote BOF at IETF, which will be the key direction of future technology innovation and standard creation. In addition, the general tunnel encapsulation technology GIP6 based on IPv6 also deserves further attention. ”
After years of deployment and penetration, IPv6 has entered a golden age of IPv6-Only evolution. When introducing the development of IPv6 at ETSI, Xie Chongfeng, Vice Chairman of ISG at ETSI IPE (IPv6 Enhanced innovation) and senior expert on IPv6 at China Academy of Telecommunication Research, says that network infrastructure is multi-domain and multi-scenario. To this end, we should actively promote the multi-domainIPv6-Only network architecture and technical requirements, in the form of a standard in the industry consensus, which will help operators, OTT, and service and devices manufacturers to buildIPv6-Only networks, and promote network infrastructure towards IPv6-Only.
The Release of 2022 Global IPv6 Support White Paper:
This seminar is not only a rare multilateral interaction and exchange between domestic and foreign organizations and experts on IPv6 development and standards, but also a demonstration of the fruitful results achieved in promoting IPv6 globally in the past year. At the meeting, the 2022 Global IPv6 Support White Paper jointly prepared by the IPv6 Forum and CFIEC was officially released. Latif Ladid, the president of the IPv6 Forum, says at the release ceremony that the white paper is based on the latest progress of global IPv6 technology, the number of global users, the network and domain name system, international operators, websites, cloud services Network equipment and other parties elaborate on the global IPv6 support and make multi-dimensional and multi-dimensional statistics to comprehensively, objectively and accurately reflect the global IPv6 development. At the same time, the IPv6 Forum also selected “IPv6 Outstanding Contribution Enterprises” and “IPv6 Pioneer Enterprises” in 2022 based on the white paper. Latif Latid gives awards to five enterprises including Cisco, Huawei, HP, H3C and D-Link, with the “IPv6 Outstanding Contribution Enterprise” award, and ten enterprises, Dell, IBM, TOPSEC, QI-ANXIN, Allied Telesis, Panasonic, Microsoft, ZTE, China Mobile and TP Link, receive the “IPv6 Pioneer Enterprise” award. Yang Wu, chief architect of the H3C Router product line, Zhu Keyi, head of the Huawei Digital Communication Standards and Patent Department, and Han Minglei, an expert on TUPSEC protocol conversion products, also shared the latest IPv6 solutions and products at the meeting.
Liu Dong, Vice President of the IPv6 Forum and director of CFIEC, illustrates: “At the beginning of the year, it is a great pleasure to meet with you online. Through your sharing, we can see that we have made progress in two important dimensions, ‘Global IPv6 Development’ and ‘IPv6 Standard Evolution’, and formed a large number of new achievements. In the future, our various organizations will continue to deepen cooperation and make use of advantages. While moving towards IPv6-Only, the first is to maintain continuous innovation and improve the IPv6 network value; The second is to actively expand the innovative application of IPv6 in the context of the Internet of Everything. The third is to create and improve new technical standards for the sustainable development of IPv6. Let us accelerate the global IPv6 scale deployment, and let IPv6 and the Internet benefit everyone. ”
SOURCE Beijing Internet Institute
Akamai: U.S. Internet speeds increased 22% YoY; IPv6 adoption is a conundrum
New Urgency to Move to IPv6 as Last Block of IPv4 Addresses are Allocated
Ookla: Fixed Broadband Speeds Increasing Faster than Mobile: 28.4% vs 16.8%
A new report from Ookla shows that fixed broadband speeds are gaining faster than mobile speeds globally. Speedtest Global Index™, tracks countries’ internet speeds and the overall global median internet speeds which are increasing across the world as countries continue to invest in fiber and 5G. Fixed broadband download speeds increased by 28% over the past year. That’s compared to a nearly 17% increase for mobile speeds, according to Speedtest Global Index™ data from November 2021 to November 2022.
Here are selected charts from their report:
Ookla is excited to see how global speeds and rankings change over the next year as individual countries and their providers choose to invest and expand different technologies, particularly in 5G and fiber. Be sure to track your country’s and check in on our monthly updates on the Speedtest Global Index. If you want more in-depth analyses and updates, subscribe to Ookla Insights™.
Ookla: State of 5G Worldwide in 2022 & Countries Where 5G is Not Available
Performance analysis of big 3 U.S. mobile operators; 5G is disappointing customers
Hindu businessline: Indian telcos deployed 33,000 5G base stations in 2022
As 2022 nears an end, India based telcos like Reliance Jio and Bharti Airtel have deployed about 33,000 base stations for 5G services. Sources in India’s Department of Telecommunications told businessline that the telcos deployed around 10,000 base stations in December, taking the cumulative number of base stations deployed for 5G services to about 33,000.
[For another report on 5G base stations in India see; 20,980 base stations installed for 5G, about 2,500 being set up per week, Government tells Rajya Sabha | Headlines (devdiscourse.com)]
Telecom operators commenced deploying the 5G network after Prime Minister Narendra Modi inaugurated 5G services on October 2. Only Reliance Jio and Bharti Airtel have commenced 5G capex, as debt-laden Vodafone Idea is still trying to raise additional funds to commence capital expenditure for its 5G network.
Quoting the Ministry of Communications report to the Rajya Sabha, businessline reported last week that the telcos had deployed about 21,000 base stations for 5G services till November 26. According to senior DoT officials, the telcos have added more than 10,000 additional base stations to that number.
Since operators need to deploy 2–6 base stations per tower, the number of telecom towers for 5G has not increased substantially in the past three months. The two operators alone would have deployed 3,000 to 4,000 telecom towers for 5G services.
also reported that Reliance Jio is deploying base stations almost three times faster than Airtel. This is because Reliance has to set up a standalone 5G network, which requires a larger number of 5G radios in comparison to Airtel’s non-standalone network.
While telcos have commenced deploying 5G towers in the majority of Indian States, the national capital Delhi is experiencing the fastest deployment of 5G services. Almost a third of all the base stations deployed are located in Delhi. Therefore, users in Delhi NCR will experience the best 5G services.
Telecom operators deploy 33,000 5G base stations this year – The Hindu BusinessLine
20,980 base stations installed for 5G, about 2,500 being set up per week, Government tells Rajya Sabha | Headlines (devdiscourse.com)
Cheerleading from 5G Americas contradicts disappointing financial results from 5G telcos
Chris Pearson, President of 5G Americas said,”5G continues to make significant progress throughout the world. The foundation of this new era of innovation is spectrum, standards (lack thereof?) and a growing ecosystem of key technologies that are being adopted by operators, vendors and end users.”
With 75 countries reporting 5G connections, most recent data from Omdia suggests 433 million global 5G connections were added from Q3 2021 to Q3 2022, almost doubling connections from 489 million to 922 million. Overall, those figures represent 14.4 percent sequential quarterly growth from 806 million in Q2 2022 to 921 million in Q3 2022. Global 5G connections are forecast to again accelerate in 2023, approaching 2 billion and reaching 5.9 billion by the end of 2027.
North America is a leader in the uptake of wireless 5G connections with a total of 108 million 5G and 506 million LTE connections by the end of Q3 2022. 5G penetration of the population in the North American market is approaching 30 percent, as the region added 14 million 5G connections for the quarter – a gain of 15.47 percent over Q2 2022. Overall, a total of 137 million 5G connections is projected to come from North America by the end of 2022, bolstered by strong 5G smartphone shipments in the US. IDC predicts the US 5G smartphone market will reach 118.1 million units shipped in 2022, showing a 27% increase from 2021.
Kristin Paulin, Principal Analyst at Omdia said, “There is still much more to come from 5G that will drive growth. Expanding mid-band coverage will bring a better 5G experience, balancing coverage and speed. And the standalone 5G deployments in progress will enable new applications that take 5G to the next level.”
In comparison, 4G LTE is expected to remain strong in Latin America and the Caribbean through the end of 2022. In Q3 2022, there were 530 million 4G LTE connections, representing 2.14 percent quarterly growth with the addition of 11 million new LTE subscriptions. Latin America and the Caribbean is projected to have 22 million 5G connections by year end of 2022, and 399 million by 2027.
According to Jose Otero, Vice President of Caribbean and Latin America for 5G Americas, “With over half a billion connections, 4G LTE is the foundation of mobile wireless connectivity throughout the Latin America region. Yet, as we look forward to the future, 5G will begin to play a bigger and bigger role for citizens in the region as deployments and connections increase significantly.”
Overall, the number of 5G commercial networks globally has reached 250, according to data from TeleGeography and 5G Americas. That number is expected to reach 253 by the end of 2022 and 397 by the end of 2025 representing strong 5G network investment growth in many regions throughout the world.
The number of 5G and 4G LTE network deployments as of December 14, 2022, are summarized below:
- Global: 250
- North America: 14
- Caribbean and Latin America: 28
- Global: 702
- North America: 17
- Caribbean and Latin America: 131
Visit www.5GAmericas.org for more information, statistical charts, infographic and a list of LTE and 5G deployments by operator and region. Subscriber and forecast data is provided by Omdia and deployment data by TeleGeography (GlobalComm).
About 5G Americas: The Voice of 5G and LTE for the Americas
5G Americas is an industry trade organization composed of leading telecommunications service providers and manufacturers. The organization’s mission is to facilitate and advocate for the advancement and transformation of LTE, 5G and beyond throughout the Americas. 5G Americas is invested in developing a connected wireless community while leading 5G development for all the Americas. 5G Americas is headquartered in Bellevue, Washington. More information is available at 5G Americas’ website and Twitter.
5G Americas’ Board of Governors Members include Airspan Networks Inc., Antel, AT&T, Ciena, Cisco, Crown Castle, Ericsson, Intel, Liberty Latin America, Mavenir, Nokia, Qualcomm Incorporated, Samsung, Shaw Communications Inc., T-Mobile US, Inc., Telefónica, VMware, and WOM.
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