IHS Markit: 5G subscribers in Asia and North America set to rise to 1.1 billion by 2023
by Elias Aravantinos, principal analyst, IHS Markit
Introduction:
The rollout of 5G technology will proceed at blistering pace, with the number of subscriptions in Asia and North America set to exceed 1 billion units by the technology’s fifth year of deployment, nearly triple the total for 4G during the same time period.
Starting from a negligible level this year, 5G subscribers in the Asia Pacific and North America regions will soar to 1.1 billion units by 2023. In contrast, 4G’s subscriber base in the two regions amounted to just 417 million units in 2014 five years after that technology’s initial deployment.
Several factors will contribute to 5G’s rapid rise, including the early availability of a large number of compatible devices.
“During 4G’s first year of launch, there were only three smartphones available to consumers that supported the standard,” said Elias Aravantinos, principal analyst at IHS Markit. “On the other hand, 5G boasts at least 20 smartphone designs available for release to the market this year. This demonstrates the high degree of market readiness for 5G, and its capability to attain high volumes more quickly than 4G.”
4G vs 5G subscriptions for 1st five years in North America and Asia
Asia moves to the 5G vanguard:
While North America initially will lead the world in terms of 5G installed base, the Asia-Pacific region will rise rapidly and surpass it in 2021. By 2023, Asia Pacific will have a 5G installed base of 785 million, dwarfing the 294 million total for North America.
“Asia Pacific is destined for 5G market domination thanks to the massive deployment of the technology in China and India,” Aravantinos said. “Led by deployment in these countries, 5G will reach its so-called ‘golden year” in 2023, when 5G will be present in most handsets.”
Handsets make early entrance:
A raft of 5G-enabled smartphones will be introduced or have already been rolled out in 2019. In North America and Asia, 5G phones on the market this year include the Motorola Moto Z3 with the 5G Moto Mod, the Samsung Galaxy S10 5G and the LG V50 5G. In Europe, 5G models will include the Xiaomi Mi Mix 3 5G, the Oppo Reno 5G, the OnePlus 7 Pro and the Huawei Mate 20 X and Mate X.
The future of 5G:
In addition to the ready availability of phones, 5G demand will be stimulated by its compelling capabilities. While today’s 4G phones often require data buffering that slows down performance, 5G smartphones will be able to perform such tasks instantaneously. With today’s 4G LTE service, downloading a high-definition movie might take 10 minutes, but with 5G technology this could take a matter of seconds. In practice, these faster speeds will allow for the seemingly instant transfer of data.
The lower latency of 5G will substantially reduce lag and help improve streaming applications like online gaming, video calling, and interactive live sports experiences, among others.
A comprehensive look at 5G
As network operators and smartphone makers across the globe race to deploy 5G, IHS Markit has launched “5G First Look,” a new service that provides insight into the world of 5G and how 5G networks perform. It includes 5G readiness benchmarks, 5G smartphone teardown analysis, and first-look results from comprehensive, scientific 5G network performance testing in South Korea, the United States, Switzerland and the United Kingdom—with more countries and regions added as 5G networks launch across the globe.
………………………………………………………………………………………………………………………………………………
Editor’s Note:
While IHS Markit says the rollout of 5G is proceeding at a “blistering pace,” it is all a publicity ploy based on 3GPP Rel 15 NR NSA with only enhanced mobile broadband in the data plane. The deployment of standardized 5G hasn’t started yet and won’t until late 2021 at the earliest!
We completely disagree with all of the above forecasts, simply because we really don’t know what the market will be for standardized 5G= IMT 2020 radio and non radio aspects. In our opinion, the key IMT 2020 deliverable will be ultra high reliability with ultra low latency (1 of the 3 agreed upon 5G use cases). That won’t be realized until 3GPP Release 16 has been completed or another RIT/SRIT proposal has been accepted, e.g. Nufront’s (which is different than RIT submitted from China which has advanced to next step).
CignalAI: Cloud and Colo Optical Hardware Spending Increases by 50% in North America; Century Link’s impressive fiber buildout
by Cignal AI staff
Overview:
Cloud and colocation (colo) operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019, according to the most recent Optical Customer Markets Report from research firm Cignal AI. Cloud and colo spending increased over 50% in North America, offsetting declines in other regions, with Ciena continuing to lead all sales to cloud operators.
In EMEA, traditional telco (incumbent and wholesale network operators) optical spending recovered and will grow by double digits during 2019. Spending growth by these operators is slowing in APAC as total spending reaches record highs. Huawei continues to lead this market in APAC, EMEA, and CALA, while Ciena leads in North America.
“Optical spending in North America continues to shift from traditional telco providers to the cloud and colo operators,” said Scott Wilkinson, Lead Analyst for Optical Hardware at Cignal AI. “Despite traditional telco operators accounting for most spending, the rapid growth in cloud spending combined with traditional operators now adopting cloud architectures has permanently changed supplier R&D priorities.”
The Cignal AI Optical Customer Markets Report is issued quarterly and quantifies optical equipment sales to five key customer markets: Incumbent, Wholesale, Cloud and Colo, Cable/MSO, and Enterprise and Government.
The latest report is now enhanced and includes optical equipment vendor market share for all customer markets as well as updated forecasts through 2023.
Additional findings in the 1Q19 Optical Customer Markets Report include:
- Ciena Waveserver Ai market share continues to increase as cloud & colo spending grows. New compact modular platforms targeted at this market are entering the market in 2Q19 with Cisco, Infinera, and Nokia among those expecting stronger sales in the next quarter.
- North American cable/MSO spending declined in the first quarter. However, moderate growth is still expected in 2019.
- Enterprise and Government spending shows pressure from consolidation and Cloud and Colo encroachment and isn’t expected to recover in the next two years.
About the Optical Customer Markets Report:
The Cignal AI Optical Customer Markets Report tracks optical equipment spending by end customer market type. It provides forecasts based on expected spending trends by regional basis. The report includes revenue-based market size and share for all end customer markets across all regions.
Vendors examined include Adtran, ADVA, Ciena, Cisco, ECI, Ekinops, Fiberhome, Fujitsu Networks, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, MRV, NEC, Nokia, Padtec, TE Conn, Tejas Networks, Xtera and ZTE.
………………………………………………………………………………………….
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.
To purchase the report contact: [email protected]
……………………………………………………………………………………………
July 25, 2019 Update-CignalAI comments on Cisco-Acacia:
Two weeks ago, Cisco announced it was acquiring Acacia, a move that could transform the company into a market leader in a new era of pluggable coherent optics and disaggregated networks. Cisco was already a growing customer for Acacia and was poised to be one of the leading consumers of Acacia’s AC1200 module that is now reaching the market. Between Cisco’s previous Luxtera acquisition for short-reach optical technology and its current addition of Acacia for long reach coherent, the company will have deep vertical integration.
| Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report. Worldwide, compact modular hardware sales are tracking to exceed $1 billion in revenue this year. |
………………………………………………………………………………………………………..
Separately, CenturyLink says it has completed the first of a two-phase build out that will see its fiber-optic networks in the U.S. and Europe grow by 4.7 million fiber miles. The new fiber infrastructure leverages ultra-low-loss fiber from Corning (NYSE: GLW) and will support businesses, government agencies, and other service providers who want access to fiber.
The first phase, completed in June, addressed CenturyLink’s U.S. requirements and connected more than 50 cities via 3.5 million new fiber miles. The European work, slated to finish in the first part of 2021, will see 1.2 million fiber miles installed. Both deployments leverage CenturyLink’s multi-conduit infrastructure, which the company says enables quick and economical fiber deploy and capacity expansion.
CenturyLink’s expanded fiber network connects more than 50 locations in the U.S. Image courtesy of Century Link
……………………………………………………………………………………………………
“Our newly built intercity fiber network, created with the latest optical technology, is another example of how our diverse fiber assets differentiate us from other network providers,” said Andrew Dugan, CenturyLink chief technology officer. “Our multi-conduit infrastructure has a significant amount of capacity for supporting the growing demand for fiber and will allow us to quickly and cost effectively deploy new fiber technology now and in the future. This uniquely positions CenturyLink to meet the needs of companies seeking highly reliable, low-latency network infrastructure designed to move massive amounts of data.”
CenturyLink was able to quickly and cost effectively complete the first phase of the project using multi-conduit infrastructure already in place. The company is currently selling routes to large enterprise companies and content providers in the U.S. and will work with customers to add additional routes as needed.
Key Facts:
- CenturyLink is creating an extensive 4.7-million fiber mile intercity fiber network across the U.S. and parts of Europe.
- The first phase, comprising 3.5 million fiber miles, was completed in June. An additional 1.2 million fiber miles will be added by early 2021.
- CenturyLink is currently selling fiber routes to large enterprise companies and content providers in the U.S.
- Multi-conduit infrastructure allows CenturyLink to quickly and economically deploy new fiber technology or add network capacity as needed.
- The investments in the first phase of the fiber upgrade are included in CenturyLink’s full year 2019 capital expenditure outlook.
- The expanded fiber network utilizes Corning’s SMF-28® ULL fiber and SMF-28® Ultra fiber, creating the largest ultra-low-loss fiber network in North America.
References:
http://news.centurylink.com/2019-07-23-CenturyLink-Expands-Fiber-Network-Across-U-S-and-Europe
Apple in advanced talks to buy Intel’s 5G modem business for $1 billion
The Wall Street Journal reported late yesterday that Apple is in advanced talks to buy Intel’s abandoned smartphone modem business for $1 billion, saying that a deal encompassing patents and staff could be announced as early as next week.
Intel announced this past April it was exiting the 5G (and 4G LTE) modem chip business earlier this year after Apple reached a surprise settlement with Qualcomm that would see Apple once again return to using Qualcomm’s modems in its phones. Intel CEO Bob Swan went on to clarify that Intel had abandoned the modem chip business directly because of the Apple settlement — without Apple as a customer, the company concluded that it “just didn’t see a path” forward.
The deal would give Apple access to engineering work and talent behind Intel’s years long push to develop modem chips for 4G LTE and the crucial next generation of wireless technology known as 5G, potentially saving years of development work. Apple has been working to develop chips to further differentiate its devices as smartphone sales plateau globally, squeezing the iPhone business that has long underpinned its profit. It has hired engineers, including some from Intel, and announced plans for an office of 1,200 employees in San Diego.
For Intel’s part, a deal would allow the company to shed a business that had been weighing on its bottom line: The smartphone operation had been losing about $1 billion annually, a person familiar with its performance has said, and has generally failed to live up to expectations. Though it would exit the smartphone business, Intel plans to continue to work on 5G technology for other connected devices.
Intel and Apple have been in off- and on-again talks for about a year. They broke down around the time Apple reached a multiyear supply agreement for modems with Intel rival Qualcomm Inc., The Wall Street Journal reported in April.
Intel had cast a wider net for buyers then and received expressions of interest from a number of parties, but the talks with Apple—long seen as the most-logical buyer—soon resumed.
Neither Intel or Apple sent a delegate to the recently completed ITU-R WP5D Technology Aspects WG meeting where IMT 2020 RIT/SRIT candidate technologies were progressed.
The Apple-Intel discussions began last summer, around the time former Intel Chief Executive Brian Krzanich resigned, people familiar with the matter have said. Mr. Krzanich championed the modem business and touted 5G technology as a significant future revenue stream. When Bob Swan was named to that job in January, analysts said the odds of a deal rose because his focus on cleaning up Intel would require addressing the losses in the modem business.
Intel is the latest Apple supplier to exit a business after the iPhone maker moved to develop components in-house. Late last year, Apple agreed to a $600 million deal to acquire 300 engineers and facilities from Dialog Semiconductor PLC as the company increasingly develops the battery-management chips Dialog had supplied.
Apple has been reluctant to cut big deals in the past, preferring to acquire about 15 to 20 small companies annually that have technology it can easily integrate. But with the slowdown in its iPhone business, the company has become more open to bigger deals. It has been spending its giant cash reserves on share buybacks and dividends (AKA financial engineering). But the iconic company still has a substantial war chest, with $113 billion of cash after debt as of March 30th. Its largest deal to date remains the $3 billion acquisition of Beats Electronics LLC in 2014.
Here’s a timeline of Intel’s rocky relationship with Apple for the iPhone:
- 2007 — 2016: Qualcomm was Apple’s go-to modem provider.
- 2016 — April 2019: Apple put its arm around Intel, hoping it could offer the same chips as Qualcomm for a lower price.
- April 16, 2019: Apple begrudgingly settled lawsuits with Qualcomm, and agreed to use its chips again for at least 6 years.
- Also April 16, 2019: Since Apple broke up with it, Intel announced it was done with smartphone modems.
Key Takeaways:
After the Apple / Qualcomm deal, Intel reportedly began searching for a buyer for its modem business. Apple makes a lot of sense as a buyer. Prior to Apple and Qualcomm settling, Intel became the sole third-party modem provider for the 2018 models of the iPhone. And Apple has long been Intel’s only major customer for modems — nearly every other major Android phone relies on either Qualcomm or in-house solutions.
If Apple is able to effectively use Intel’s patents, research, and engineers into a functioning 5G chip assembly line, Qualcomm will lose the power it has over the iPhone. If not, there won’t be any competition and Qualcomm will keep charging high prices for 5G chipsets. Qualcomm is the only chip company to date that is able to offer modem chips for 5G phones, so Apple has no choice but to work with them unless it acquires Intel’s 5G modem chip business.
Verizon Software-Defined Interconnect: Private IP network connectivity to Equinix global DC’s
Verizon today announced the launch of Software-Defined Interconnect (SDI), a solution that works with Equinix Cloud Exchange Fabric™ (ECX Fabric™), offering organizations with a Private IP network direct connectivity to 115 Equinix International Business Exchange™ (IBX ®) data centers (DC’s) around the globe within minutes.
Verizon claims its new Private IP service [1] provides a faster, more flexible alternative to traditional interconnectivity, which requires costly buildouts, long lead times, complex provisioning and often truck rolls: APIs are used to automate connections and, often, reduce costs, boasts Verizon. The telco said in a press release:
SDI addresses the longstanding challenges associated with connecting premises networks to colocation data centers. To do this over traditional infrastructure requires costly build-outs, long lead times and complex provisioning. The SDI solution leverages an automated Application Program Interface (API) to quickly and simply integrate pre-provisioned Verizon Private IP bandwidth via ECX Fabric, while eliminating the need for dedicated physical connectivity. The result is to make secure colocation and interconnection faster and easier for customers to implement, often at a significantly lower cost.
Note 1. Private IP is an MPLS-based VPN service that provides a simple network designed to grow with your business and help you consolidate your applications into a single network infrastructure. It gives you dedicated, secure connectivity that helps you adapt to changing demands, so you can deliver a better experience for customers, employees and partners.
Private IP uses Layer 3 networking to connect locations virtually rather than physically. That means you can exchange data among many different sites using Permanent Virtual Connections through a single physical port. Our MPLS-based VPN solution combines the flexibility of IP with the security and reliability of proven network technologies.
……………………………………………………………………………………………………………
“SDI is an addition to our best-in-class software-defined suite of services that can deliver performance ‘at the edge’ and support real-time interactions for our customers,” said Vickie Lonker, vice president of product management and development for Verizon. “Think about how many devices are connected to data centers, the amount of data generated, and then multiply that when 5G becomes ubiquitous. Enabling enterprises to virtually connect to Verizon’s private IP services by coupling our technology with the proven ECX Fabric makes it easy to provision and manage data-intensive network traffic in real time, lifting a key barrier to digital transformation.”
Verizon’s private IP – MPLS network is seeing high double-digit traffic growth year-over-year, and the adoption of colocation services continues to proliferate as more businesses grapple with complex cloud deployments to achieve greater efficiency, flexibility and additional functionality in data management.
“Verizon’s new Software Defined Interconnect addresses one of the leading issues for organizations by improving colocation access. This offer facilitates a reduction in network and connectivity costs for accessing colocation data centers, while promoting agility and innovation for enterprises. This represents a competitive advantage for Verizon as it applies SDN technology to improve interconnecting its Private IP MPLS network globally,” said Courtney Munroe, group vice president at IDC.
“With Software-Defined Interconnect, a key barrier to digital transformation has been lifted. By allowing enterprises to virtually connect to Verizon’s private IP services using the proven ECX Fabric, SDI makes secure colocation and interconnection easier – and more financially viable – to implement than ever before,” said Bill Long, vice president, interconnection services at Equinix [2].
Note 2. Equinix Internet Exchange™ enables networks, content providers and large enterprises to exchange internet traffic through the largest global peering solution across 52 markets.
………………………………………………………………………………………………………
Expert Opinion:
SDI is an incremental addition to Verizon’s overall strategy of interconnecting with other service providers to meet customer needs, as well as virtualizing its network, says Brian Washburn, an analyst at Ovum (owned by Informa as is LightReading and many other market research firms).
“Everything can be dynamic, everything can be made pay-as-you-go, everything can be controlled as a series of virtual resources to push them around the network as you need it, when you need it,” Washburn says.
For Equinix, the Verizon deal builds its gravitational pull. “It pulls in assets and just connects as many things to other things as possible. It is a virtuous circle. The more things they get into their data centers, the more resources they have there, that pulls in more companies to connect to the resources,” Washburn says. Equinix is standardizing its APIs to make interconnections easily.
SDI is similar to CenturyLink Dynamic Connections, which connects enterprises directly to public cloud services. And telcos are building interconnects with each other; for example, AT&T with Colt. “I expect we’ll see more of this sort of automation taking advantage of Equinix APIs,” Washburn says.
Microsoft also provides a virtual WAN service to connect enterprises to Azure. “It’s a different story, but it falls into the broader category of automation between network operators and cloud services,” Washburn said.
…………………………………………………………………………………………………………..
Verizon manages 500,000+ network, hosting, and security devices and 4,000+ networks in 150+ countries. To find out more about how Verizon’s global IP network, managed network services and Software-Defined Interconnect work please visit:
https://enterprise.verizon.com/products/network/connectivity/private-ip/
Counterpoint Research’s 5G Consumer Opinion Survey + Rebuttal
SOURCE: Counterpoint Research
Out of the total number of US consumers polled by Counterpoint Research’s 5G Consumer Opinion Survey, 81% find 5G ‘appealing’ or ‘very appealing’ over 4G service. Further, purchasing intent for 5G handsets is high. Over 59% of respondents were ‘very interested’ or ‘extremely interested’ for purchasing a 5G smartphone.
Commenting on the findings, Tom Kang, Research Director at Counterpoint Research, said, “This study is good news for handset OEMs and carriers who have invested heavily in 5G. Consumers have a very positive opinion about 5G despite not having a clear understanding of its capabilities. The study revealed there is tremendous interest in 5G and that over 30% of consumers are willing to buy a 5G device even if 5G is not yet available where they live.”
Another insight the Counterpoint survey revealed was that consumers do not have high initial expectations of 5G. Consumers look forward to faster download speeds and improved network experience of currently available applications.
Despite rather low service expectations, 95% of respondents expect to pay more for their 5G smartphone than what they paid for a 4G smartphone. A total of 75% of the respondents commented they expected to pay US$1,000 or less.
Research Director Jeff Fieldhack commented, “There appears to be a price ceiling at US$1,000 for most consumers. This is an important data point for handset OEMs. The positive news for handset OEMs is that there is very high brand loyalty when buying 5G devices. Even handset OEMs with low overall market share had brand loyalty above 82%. The loyalty is not nearly as high on the carrier side. Almost 50% of respondents were willing to switch carriers for access to 5G. The big four US carriers were smart to all launch 5G nearly simultaneously and not fall behind on the marketing war.”
………………………………………………………………………………………………..
Please feel free to contact us at [email protected] for further questions regarding our latest in-depth research, insights or press inquiries.
Analyst Contacts:
Jeff Fieldhack
(858) 603-2703
[email protected]
Tom Kang
[email protected]
Follow Counterpoint Research
[email protected]
……………………………………………………………………………………………………..
Opinion: The consumers polled have been hoodwinked by wireless carriers and equipment companies that have announced pre-standard “5G” roll-outs. These are mostly all based on 3GPP Rel 15 5G NR NSA which will be replaced by 3GPP Rel 16 in 2020. Very few 5G smartphones are available and they only work on a single “5G” carrier network, i.e. there is no roaming.
Lightreading reported today that 5G mmWave smartphones overheat when the outside temperature is high.
The expensive ($1,300) and short-range (up to 2,000 feet) Samsung S10 5G phones that are being used for early consumer tests of 5G promise speeds of over 1 Gbit/s on 5G networks. The catch? They can overheat as the temperature gets hotter.
“When I ran tests, the phone’s 5G often switched off due to overheating, leaving me with a 4G connection,” reports the Wall Street Journal’s Joanna Stern in a multi-city test of the 5G devices recently.
During 80 and 90-degree days, In Atlanta, New York and Chicago, Stern used ice packs, air conditioning in cars or simply the sun going down to cool the phones.
Samsung says the S10 5G phone can switch to a 4G connection when the phone reaches a certain temperature to preserve battery life and optimize operation. “As 5G technology and the ecosystem evolve, it’s only going to get better,” a Samsung spokeswoman told the Journal.
AT&T, T-Mobile and Verizon presently operate limited mmWave 5G networks in cities in the US. The higher-frequency 28GHz and 39GHz bands used in millimeter wave can have short signal coverage ranges, don’t work indoors and could even suffer from fingers directly blocking the high-frequency antennas.
A Lightreading report (sponsored by Ericsson) states:
43 % of iPhone owners and 39 percent of Android users with new devices bought in the past year say the smartphone form factors and features of today are not capable of taking advantage of 5G promises.
Globally, 50 percent of consumers believe that smartphones will still exist but we will all be wearing AR glasses by 2025.
“The smartphone will be dead in five years’ time,” predicts Johan Hagegård at IMRSV, an AR/VR innovation house. “I will instead have smart glasses in front of me all the time.”
Matt Stagg of EE agrees with this bold prediction: “The smartphone as we see it now does not have anything on it. It can’t take advantage of 5G, such as holographic apps, in the longer term.” Maybe it doesn’t stop there.
Maarten Ectors, Chief Innovation Officer of Legal & General, thinks that screens will be replaced altogether. “We will be going away from a world dominated by screens to other ways of projecting imagery; for example, three-dimensional projection or translucent types of screen. Glasses will come with projection capabilities for commercial usage.”
SK Telecom Builds ‘5G Cluster’ which includes AR, VR, and AI for South Korea
Overview of ‘5G Cluster:”
SK Telecom today announced its strategy to build ‘5G Cluster’ nationwide to further foster 5G services and benefits. Since the world’s first “5G” commercialization in April 2019, the number of 5G subscribers in South Korea has surpassed 1 million- far more than in any other country.
SK Telecom’s ‘5G Cluster’ is an advanced 5G environment with cutting-edge ICT including AR, VR, and AI. The Korean telco plans to build ‘5G Cluster’ in business districts, parks, factories, and etc. to provide differentiated 5G service and benefits in both of B2C and B2B sectors.
In the B2C sector, SK Telecom will operate ‘5G League of Legends (LoL) Park’ at Jonggak, Seoul, starting from July 25. At ‘5G LoL Park’, customers can view messages from supporting fans nationwide with Augmented Reality (AR) by facing their smartphones toward a certain location. Customers can also enjoy VR live broadcasting and VR playback during the games.
Starting this August, SK Telecom will provide a service that allows customers to meet a variety of animals, including giant cats and wyverns (a winged two-legged dragon with a barbed tail), using AR in Olympic Park and Yeouido Park, Seoul. For example, if customers hold their smartphones toward ‘The Lone Tree’ in Olympic Park, a giant cat will appear on smartphone screen in AR.
Moreover, the company plans to transform Jamsil Students’ Gymnasium into a 5G Stadium. SKTelecom will further expand 5G experience spaces with immersive media by the end of this year.
In the B2B sector, SK Telecom will apply 5G network and ‘Mobile Edge Computing’ (MEC) solution to SK Hynix to build a ‘5G Smart Factory’. The two companies expect that this will drastically reduce time to detect defective semiconductor products and more efficiently manage production and logistics.
Furthermore, SK Telecom plans to build a total of 12 Mobile Edge Computing (MEC) for 5G networks, to be located at key regions nationwide (South Korea). In particular, the company will provide dedicated 5G edge cloud service for enterprises that are in need of security and ultra-low latency communications, including manufacturing, media, finance, and game industry.
“With ‘5G Cluster’ as our key focus, SK Telecom will provide customers with outstanding service and pleasure that are beyond the imagination,” said Yoo Young-sang, Executive Vice President and Head of MNO Business of SK Telecom. “We will strive to create added values to different industries and regions.”
Yoo Young-sang, head of mobile network operator business at SK Telecom, speaks during a press conference at the company’s 5G smart office in Seoul, Thursday. Photo Courtesy of SK Telecom
“We are currently constructing smart factory systems at SK Hynix plants. We expect our 5G services will enable many companies in the manufacturing sector to use the automated logistics system and control manufacturing process in real time,” Yoo said. “By accumulating practical experiences with SK Hynix, we will bring about technological innovation.”
……………………………………………………………………………………………………………………………………………………………………………
About SK Telecom:
SK Telecom is the largest mobile operator in Korea with nearly 50 percent of the market share. As the pioneer of all generations of mobile networks, the company has commercialized the fifth generation (5G) network on December 1, 2018 and announced the first 5G smartphone subscribers on April 3, 2019. With its world’s best 5G, SK Telecom is set to realize the Age of Hyper-Innovation by transforming the way customers work, live and play.
Building on its strength in mobile services, the company is also creating unprecedented value in diverse ICT-related markets including media, security and commerce.
For more information, please contact [email protected] or [email protected]
………………………………………………………………………………
Related posts:
SK Telecom and Samsung Bring South Korea Closer to 5G Standalone Commercialization
MWC 2019: Korean companies set to present new world of 5G connectivity & smart phones
OpenSignal reports on 5G Speeds and 4G LTE Experience in South Korea & Other Countries
ITU-R WP5D Brazil Meeting: Complete IMT 2020 RIT/SRITs from 3GPP, China & Korea advance; Nufront submits new EUHT RIT
SOURCE: Meeting Report of ITU-R WP5D Working Group on Technology Aspects (17 July 2019)
IMT-2020 RIT/SRITs:
This past week’s 32nd meeting of ITU-R WP 5D in Brazil was a milestone for the IMT-2020 process described in Document IMT 2020/2(Rev.1): Step 3 – submission / reception of the RIT and SRIT proposals and acknowledgement of receipt.
Seven submissions of candidate IMT-2020 RIT/SRITs were received at this meeting. Importantly, some were updates to their previous submissions.
- 3GPP – RIT
- 3GPP -SRIT
- China (People’s Republic of)
- South Korea (Republic of)
- ETSI (TC DECT) and DECT Forum
- TSDSI (India)
- Nufront [1]
Note 1. At this week’s ITU-R WP5D meeting in Brazil, Nufront (Beijing) Technology Co. Ltd (Nufront) proposed ‘EUHT’ RIT as the candidate IMT-2020 radio interface technology. The Nufront new candidate RIT is in addition to the RIT/SRITs previously input by 3GPP, China, South Korea, TSDSI (India), ETSI/DECT Forum.
Nufront provided the characteristics template, link budget template, compliance template, and self-evaluation report of the EUHT RIT. The submission templates follow the ITU-R IMT-2020 submission format and guidelines as defined in Report ITU‑R M.2411.
–>Please refer to my Comment in the box below this article. It provides background on motivation for Nufront’s EUHT RIT proposal and their (failed) attempt to get IEEE 802.11AX to be included as either a merged RIT or a SRITs.
…………………………………………………………………………………………………………………………………………………………………………………..
After review of all the submissions (see Table 1. below) under the IMT-2020 process Step 3 (the cut off date for submissions of candidate IMT 2020 RIT/SRITs), the meeting determined that the submissions from 3GPP (SRIT and RIT), China and Korea are “complete” per section 5 of Report ITU-R M.2411. Therefore, they fulfilled the requirements for submission in Step 3 of the IMT-2020 process.
The meeting is of the view that, the supplied self-evaluation and any amendments accepted during this meeting for the submissions of ETSI (TC DECT) and DECT Forum (the component RIT DECT-2020 NR), Nufront and TSDSI do not yet permit WP 5D to determine if a complete and satisfactory self-evaluation as required by the IMT-2020 process has been fully provided.
A way forward for these submissions has been agreed by the meeting (Doc. 5D/TEMP/778-only available to those who have a TIES account). The Proponents should provide the full details requested in the process and in the specifically defined way to WP 5D, considering the comments raised in this meeting, in order for WP 5D to proceed further in the process with the submissions.
A decision on the submission above shall be taken in 33rd meeting WP 5D in December 2019.
For convenience, these submitted proposals are also posted on the “Web page for IMT-2020 submission and evaluation process.”
Under the IMT-2020 submission and evaluation process, the ITU-R will now proceed with the detailed evaluation of the proposed candidate technologies until 34th meeting of WP 5D in February 2020.
Table 1. Candidate RIT/SRIT Submissions from 3GPP, China, Korea, ETSI and DECT Forum, Nufront and TSDSI:
Seven submissions of candidate IMT-2020 RIT/SRITs were received at this meeting; some were updates to their previous submissions.
Table 3.4.3.A (documents listed are only available to those who have a TIES account with itu.int)
| RIT/SRIT Proponent | Candidate Technology Submission |
| 3GPP – SRIT | Docs. 5D/1215 and 5D/1216 |
| 3GPP – RIT | Docs. 5D/1215 and 5D/1217 |
| China (People’s Republic of) | Doc. 5D/1268 |
| Korea (Republic of) | Doc. 5D/1233 |
| ETSI (TC DECT) and DECT Forum | Docs. 5D/1230 and 5D/1253 |
| Nufront | Doc. 5D/1238 |
| TSDSI | Doc. 5D/1231 |
………………………………………………………………………………………………………………………………………………………………………………………….
IMT-2020/VVV:
The meeting agreed to complete this document (IMT-2020/VVV) at this meeting, rather than the original plan of the #34 meeting. During development of the document, it was agreed to follow the approach adopted by WP 5D for the development of IMT-Advanced (aka “LTE Advanced).
The finalized new IMT-2020/VVV document on “Process and use of the Global Core Specification (GCS), references, and related certifications in conjunction with Recommendation ITU-R M.[IMT-2020.SPECS]” is in Document 5D/TEMP/728 (only available to those who have a TIES account).
…………………………………………………………………………………………………………………………………………………………………………………………..
Synchronization of multiple IMT-2020 TDD networks:
This meeting received two input documents and continued the discussion. It was decided to carry forward all the input documents and to continue the work at the WP 5D #34 meeting in February 2020 (see Objectives for meeting #34 below).
…………………………………………………………………………………………………………………………………………………………………………………………..
Documents for consideration by WP 5D closing plenary:
The following documents were agreed by WG Technology Aspects and were provided to WP 5D closing plenary for approval.
- Draft IMT-2020/VVV − Process and the use of Global Core Specification (GCS), references and related certifications in conjunction with Recommendation ITU R M.[IMT-2020.SPECS]
- Draft IMT-2020 document − Detailed schedule for finalization of the first release of new Recommendation ITU-R M.[IMT-2020.SPECS] “Detailed specifications of the terrestrial radio interfaces of International Mobile Telecommunications-2020 (IMT-2020)”
- Liaison statement to External Organizations on the detailed schedule for finalization of the first release of new Recommendation ITU-R M.[IMT‑2020.SPECS]
- Liaison statement to 3GPP proponent concerning the time interval to provide transposing references for IMT 2020
- Many more documents, which are beyond the scope of the IEEE Techblog
…………………………………………………………………………………………………………………………………………………………………………………………..
Objectives for the ITU-R WP 5D meetings #33 and #34:
I. The next ITU-R WP 5D meeting #33, scheduled to be held in December 2019, will be entirely focused on the activities of the Technology Aspects Working Group. It should be noted that neither the General Aspects Working Group nor the Spectrum Aspects Working Group will be in session at the 33rd meeting. The next meeting at which Working Group Spectrum Aspects will be in session will be at the 34th meeting of WP 5D scheduled to be held in February 2020.
5D meeting #33 will be a focused meeting on the following technology aspects and will include the workshop on evaluation of IMT-2020 terrestrial radio interfaces (Doc. 5D/TEMP/809):
- Review additional materials to be provided by the candidate IMT-2020 RIT/SRIT proponents ETSI (TC DECT) and DECT Forum, Nufront and TSDSI, per the agreed way forward at the 32nd WP 5D meeting with regard to their respective submissions;
- Review of external activities in Independent Evaluation Groups through interim evaluation reports.
- Continue work on revision of Recommendation ITU-R M.1457-14
Note: SWG Out of band emissions and SWG Radio Aspects will not have any session at the WP 5D #33 meeting. Contributions to the respective work items would be considered at the WP 5D #34 meeting.
II. The key objectives of the Technology Aspects WG for the 34th ITU-R WP 5D meeting:
- Review of external activities and evaluation reports of Independent Evaluation Groups. Complete evaluation reports summary (IMT-2020/ZZZ).
- Continue the work on “Over-the-air (OTA) TRP field measurements for IMT radio equipment utilizing AAS” based on the requested response from 3GPP and expected input from other organisations and administrations.
- Continue work on revision of Recommendation ITU-R M.1457-14.
- Continue work on synchronization of multiple IMT-2020 TDD networks.
Special Details About WP 5D Meeting #33 – December 2019:
This is a focused Technology Aspects Working Group meeting on the conclusion of Step 3, continuation of Step 4, and the evaluation of IMT-2020 submitted candidate technologies including a Workshop, and related matters. Sessions of the meeting of the Working Groups and their SWGs in WP 5D meeting #33 are:
| Working Groups/SWGs | |
| Technology Aspects | IN SESSION |
| SWG COORDINATION
SWG EVALUATION SWG IMT SPECIFICATIONS |
IN SESSION |
| General Aspects | NOT in session |
| Spectrum Aspects | NOT in Session |
| Ad Hoc Workplan | IN SESSION –
ONLY for matters directly related to the Technology Aspects WG |
……………………………………………………………………………………………………………………………………………………………………………..
Appendix I: High-level scopes for Working Party 5D working and Ad hoc Groups:
| Group | Scope | Chairman |
| WG GENERAL ASPECTS | – To develop deliverables on services, forecasts, and also convergence of services of fixed and mobile networks which take account the needs of end users, and the demand for IMT capabilities and supported services. This includes aspects regarding the continued deployment of IMT, other general topics of IMT and overall objectives for the long-term development of IMT. To update the relevant IMT Recommendations/Reports.
– To ensure that the requirements and needs of the developing countries are reflected in the work and deliverables of WP 5D in the development of IMT. This includes coordination of work with ITU-D Sector on deployments of IMT systems and transition to IMT system. |
K.J. WEE
Korea |
| WG TECHNOLOGY ASPECTS | – To provide the technology related aspects of IMT through development of Recommendations and Reports. To update the relevant IMT‑2000 and IMT-Advanced Recommendations. To work on key elements of IMT technologies including requirements, evaluation, and evolution. To develop liaison with external research and standardization forums, and to coordinate the external and internal activities related to the IMT-2020 process.
– To manage the research topics website and its findings. |
H. WANG
China |
| WG SPECTRUM ASPECTS | – To undertake co-existence studies, develop spectrum plans, and channel/frequency arrangements for IMT. This includes spectrum sharing between IMT and other radio services/systems coordinating as appropriate with other Working Parties in ITU-R. | A. JAMIESON
New Zealand |
| AD HOC WORKPLAN | – To coordinate the work of WP 5D to facilitate efficient and timely progress of work items. | H. OHLSEN
Sweden |
Appendix II: Work with involved organizations, including research entities:
The strategy for ITU-R WP 5D going forward is to gather information from the organizations involved in the global research and development and those that have an interest in the future development of IMT and to inform them of the framework and technical requirements in order to build consensus on a global level.
ITU-R WP 5D can play an essential role to promote and encourage these research activities towards common goals and to ensure that information from the WP 5D development on the vision, spectrum issues, envisioned new services and technical requirements are widespread among the research community. In the same manner, WP 5D encourages inputs from the external communities involved in these research and technology developments.
It is evident that continuing dialogue between the ITU and the entities taking part in research is a key to the continuing success of the industry in advancing and expanding the global wireless marketplace.
Working Party 5D, as is the case with all ITU organizations, works from input contributions submitted by members of the ITU. In order to facilitate receipt of information from external entities who may not be direct members of ITU, the Radiocommunication Bureau Secretariat may be considered as the point of interface, in accordance with Resolution ITU-R 9‑5.
The following major activities are foreseen to take place outside of the ITU, including WP 5D, in order to successfully complement the WP 5D work:
–Research on new technologies to address the new elements and new capabilities of IMT‑2020;
–Ongoing development of specifications for IMT and subsequent enhancements.
Appendix III: Agreed overall deliverables/work plan of WP 5D and technical requirements in order to build consensus on a global level:
The following table provides the schedule of when approval of the planned major deliverables will be achieved following the procedures of WP 5D.
| Date | Meeting | Anticipated Milestones |
| December 2019 | Geneva WP 5D #33
(max. 4 day meeting) |
• Focus meeting on evaluation – review of external activities in Independent Evaluation groups through interim evaluation reports
• Workshop on evaluation of IMT-2020 terrestrial radio interfaces |
| February 2020 | [TBD] WP 5D #34 | • Finalize Doc. IMT-2020/ZZZ Evaluation Reports Summary
• Finalize Addendum 5 to Circular Letter IMT‑2020 • Finalize draft new Report M.[IMT.AAS] • Finalize draft new Report ITU-R M.[HAPS-IMT] • Finalize draft new Report ITU-R M.[IMT.1 452-1 492 MHz] • Finalize draft new Report ITU-R M.[IMT.MS/MSS.2GHz] • Further update/Finalize draft new Report/Recommendation ITU-R |
| June 2020 | [TBD] WP 5D #35 | • Finalize draft new Report ITU-R M.[IMT-2020.OUTCOME]
• Finalize Addendum 6 to Circular Letter IMT‑2020 |
| October 2020 | [TBD] WP 5D #36 | • Finalize Addendum 7 to Circular Letter IMT‑2020 (if needed)
• Finalize revision 15 of Recommendation M.1457 |
| November 2020 | Geneva WP 5D #36bis
(3 day meeting) |
• Finalize draft new Recommendation ITU-R M.[IMT‑2020.SPECS]
• Finalize Addendum [7/8] to Circular Letter IMT‑2020 |
Appendix IV: Detailed workplan for the development of a working document towards a preliminary draft new Report ITU-R M.[IMT-2020 BROADBAND REMOTE COVERAGE]:
Source: Document 5D/TEMP/760 (Ericsson)
| Title | “IMT-2020 for remote sparsely populated areas providing high data rate coverage” |
| Identifier | M.[IMT-2020 TERRESTRIAL BROADBAND REMOTE COVERAGE] |
| Document type | Report |
| WP 5D Lead Group | WG Technology Aspects |
| SWG Chair | Marc Grant, AT&T |
| Editor | <TBD> |
| Focus for scope and work | This Report provides details on prospects associated with provisioning of enhanced mobile broadband services to remote sparsely populated and under-served areas proposing enhancements of user equipment as well as for networks in suitable frequency bands:
− for user equipment, possible solutions based on affordable user deployed RF amplifier equipment combined with access to local spectrum could be considered and examined; and − for networks, possible solutions based on high gain massive MIMO antennas could be reviewed. |
| Related documents | Question ITU-R 77-7/5 − “Consideration of the needs of developing countries in the development and implementation of IMT”
Question ITU-R 229-4/5 − “Further development of the terrestrial component of IMT” |
| Milestones | Meeting No. 32 (9-17 July 2019, Búzios, Brazil)
1 Call for contributions in the WP 5D Chairman’s Report. Meeting No. 33 ([10-13 December 2019, Geneva, Switzerland]) 1 [No sessions scheduled]. Meeting No. 34 (19-26 February 2020, <TBD>) 1 Consider received contributions. 2 Draft liaison statements as required. 3 Produce working document. 3 Review and revise the detailed workplan as required. Meeting No. 35 (24 June – 1 July 2020, [China])) 1 Consider the received contributions. 2 Consider any necessary liaison statements. 3 Elevate the working document to a preliminary draft new Report. 4 Review and revise the detailed workplan as required. Meeting No. 36 (7-14 October 2020, [India]) 1 Consider the received contributions. 2 Consider any necessary liaison statements. 3 Elevate the preliminary draft new Report to a draft new Report for submission to Study Group 5. |
…………………………………………………………………………………………………
Update- Addendum 4 to Circular Letter 5/LCCE/59 24 July 2019:
To Administrations of Member States of the ITU, Radiocommunication Sector Members, ITU-R Associates participating in the work of Radiocommunication Study Group 5 and ITU Academia
Subject: Acknowledgement of IMT-2020 proposals, future plans and evaluation report requests
Evaluation Workshop:
WP 5D will hold a Workshop on “IMT-2020 Terrestrial Radio Interfaces Evaluation” from 10 to 11 December, 2019 during its 33rd meeting to provide an interactive discussion among IEGs, proponents and WP 5D delegates.
The workshop will be held at the same venue as the 33rd meeting of WP 5D. The program of the workshop and detailed information about the workshop registration can be found on the “Web page for IMT-2020 submission and evaluation process” (under “Workshop on IMT-2020 Terrestrial Radio Interfaces Evaluation”). Parties interested in the details of the workshop (program, registration deadline, etc.) are kindly requested to check the workshop website periodically before the 33rd WP 5D meeting.
Evaluation Group discussion area:
The Evaluation Group discussion area can be found on “Web page for IMT-2020 submission and evaluation process.”
This discussion area is to exchange views on the characteristics of the proposed radio interface(s) technologies submitted by proponents and to discuss evaluation related issues among IEGs and the proponents.
The discussion area is available on a subscription basis for ITU-R members, designated representatives of the proponents of candidate technology submissions and designated representatives of the IEGs. Focal points of both the proponents and IEGs are requested to provide details of the designated representatives. IEGs and proponents are encouraged to participate in the Evaluation Group discussion area, and share the experiences that might be helpful to progress the evaluation activities.
Request for evaluation reports:
Following the IMT-2020 process on “Submission/Reception of the RIT and SRIT proposals and acknowledgement of receipt” in accordance with Document IMT-2020/2(Rev.2), WP 5D started the evaluation process from its 31st meeting in October 2018, and will last until its 34th meeting in February 2020.
Therefore, WP 5D expects to receive the final evaluation reports from the Independent Evaluation Groups on those IMT-2020 candidate technology RIT(s)/SRIT(s) that have been evaluated by its 34th meeting. While WP 5D kindly requests the independent evaluation groups to provide an interim
evaluation report for its 33rd meeting in December 2019 in which the Workshop on IMT-2020 evaluation will also be held. It is also suggested that the evaluation reports contain information including the use of Report ITU-R M.2412, the considered test environment(s), the evaluated RIT(s)/ SRIT(s), and the evaluation results as requested by the compliance templates, but not limited to those. It is also requested that the interim evaluation report includes as much detail about the evaluation as possible.
Revision to Document IMT-2020/2:
Revision 2 to Document IMT-2020/2 “Submission, evaluation process and consensus building for IMT-2020”, is now available on “IMT-2020 documents”. This revision contains an additional WP 5D meeting planned in November 2020 to complete the Recommendation for detailed specifications of radio interface technologies for the terrestrial components of IMT-2020.
Updates to the ITU-R web page for the IMT-2020 submission and evaluation process and IMT-2020 documents Any future changes to the submission and evaluation process will be announced in Addenda to this
Circular Letter. Other information, such as information on the Workshop on IMT-2020 Terrestrial Radio Interfaces Evaluation, and interim evaluation report(s) will be updated dynamically on the “Web page for IMT-2020 submission and evaluation process” and “IMT-2020 documents.”
Consequently, Members and Sector members interested in the IMT-2020 development process including evaluation activities are kindly requested to periodically check the website.
Mario Maniewicz
Director
AT&T announces cloud partnership with Microsoft 1 day after similar deal with IBM
AT&T has entered into a multi-year, cloud-based collaborative effort with Microsoft the day after announcing an alliance with IBM [1] that also focused on cloud computing. The teleco and media giant will move many of its non-network apps to Microsoft Azure and use the company’s 365 software suite while Microsoft will deploy new AT&T technologies, such as 5G, to build edge computing applications.
Comment: This is yet another proof point that telco cloud computing has been a dismal failure. AT&T and Verizon have both sold off many of their data centers and given up on cloud computing/storage in favor of the much bigger players (e.g. Amazon, Microsoft, Google and IBM in the U.S.). This new agreement appears to be a big win for Microsoft Azure, and probably at the expense of Amazon AWS, Google and IBM cloud rivals.
…………………………………………………………………………………………………………………………………………………………………………………………………….
“AT&T and Microsoft are among the most committed companies to fostering technology that serves people,” said John Donovan, CEO of AT&T Communications in a prepared statement. “By working together on common efforts around 5G, the cloud, and AI, we will accelerate the speed of innovation and impact for our customers and our communities,” he added (John is NEVER at a loss for words!)
Microsoft CEO Satya Nadella with AT&T Communications CEO John Donovan
…………………………………………………………………………………………………………………………………………………………………………………………………….
Observation:
The AT&T Microsoft partnership appears to be broader than the just announced AT&T IBM deal (see note 1 below). That deal is cloud-focused as well but is limited to the AT&T Business Solutions business unit, helping to better manage internal applications. A key objective of the IBM deal is to provide tools for AT&T Business solutions to better serve enterprise customers.
…………………………………………………………………………………………………………………………………………………………………………………………………….
AT&T partnerships on edge computing:
AT&T and Microsoft had earlier announced a deal on mobile edge computing which we reported here. Earlier this year, AT&T said it will work with Hewlett Packard Enterprise (HPE) to help businesses harness powerful edge capabilities. The two companies have agreed to a go-to-market program to accelerate business adoption of edge connections and edge computing.
…………………………………………………………………………………………………………………………………………………………………………………………….
Note 1. AT&T – IBM Cloud Parthership:
AT&T Communications will work with IBM to modernize AT&T Business Solutions’ internal software applications, enabling migrations to the IBM Cloud. IBM will provide infrastructure to support AT&T Business’s applications. AT&T Business will use the Red Hat open source platform to manage workloads and applications. IBM will be the primary developer and cloud provider for AT&T Business’s operational applications and will help manage the AT&T Communications IT infrastructure, on and off-premises and across different clouds –private and public.
As part of the agreement, AT&T Business will be IBM’s primary provider of software defined networking and will leverage the carrier’s latest technologies including 5G, Edge Compute, and IoT as well as multi-cloud capabilities using Red Hat.
Additionally, the two companies will work together on edge computing platforms, which will help enterprise clients capitalize on the power of 5G network speeds and the internet-connected devices and sensors at the edge of the network.
“In AT&T Business, we’re constantly evolving to better serve business customers around the globe by securely connecting them to the digital capabilities they need,” said Thaddeus Arroyo, CEO of AT&T Business, in a prepared statement. “This includes optimizing our core operations and modernizing our internal business applications to accelerate innovation. Through our collaboration with IBM, we’re adopting open, flexible, cloud technologies, that will ultimately help accelerate our business leadership.”
References:
https://about.att.com/story/2019/microsoft.html
https://www.business.att.com/products/multi-access-edge-computing.html
AT&T owns >630 MHz nationwide of mmWave spectrum + HPE partnership for Edge Networking & Computing
Cignal AI: Modular Optical Sales Expand, Reaching Over $275M
Almost 30% of North American Optical Hardware Shipments Now in Compact Modular Format
by Cignal AI staff
Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report from market research firm Cignal AI.
Compact modular optical systems were first used by cloud operators for data center interconnect applications but have since expanded well beyond into many other operators and applications. Market share leaders include the Ciena Waveserver, Infinera CX and Groove, and Cisco 1000 series.
The report illustrates significant growth throughout most regions as the compact modular customer base expands beyond cloud and webscale operators to include traditional telco customers pursuing network disaggregation. Compact modular hardware sales exceeded $275 million in Q1 and are tracking to exceed $1 billion in revenue this year. Growth was most pronounced in North America this quarter, where it accounted for almost 30% of the entire optical market and is expected to continue advancing through 2023.
“Network applications for the compact modular form factor have expanded well beyond the original data center interconnect deployments,” said Scott Wilkinson, Lead Analyst for Optical Hardware at Cignal AI. “Applications now include traditional telco networks, metro and long haul deployments, and even some early trials for subsea deployment. We expect this spending trend to increase in 2019 as new compact modular products come to market from a variety of vendors.”
Cignal AI’s 1Q19 Optical Applications Report details market share for the first quarter of 2019 and provides forecasts in three key markets: compact modular equipment, advanced packet-OTN switching hardware, and 100Gbps+ coherent WDM port shipments across multiple speeds. Hardware and coherent port shipments are forecasted through 2023. The Applications Report is issued quarterly.
Additional 1Q19 Applications Report Key Findings:
Ciena expanded its dominance in compact modular with over 50% market share in Q1. The combined Infinera/Coriant held on to second place despite declining sales.
Acacia [1] AC1200-based platforms are expected to have an impact starting next quarter. Cisco (which is acquiring Acacia) compact modular sales paused in Q1 in anticipation of the NCS1004 platform.
Note 1. Cisco and Acacia Communications entered into a definitive agreement under which Cisco has agreed to acquire Acacia for a consideration of US$2.6 billion.
……………………………………………………………………………………………..
Almost 500k physical coherent ports have shipped in the last 12 months. Currently, over 70% of coherent ports are shipped by the top five vendors in the market.
After a 2018 recovery year, long haul port shipments are starting to pick up. Metro growth is advancing at a similar pace, as next-generation coherent enables an upgrade from 100Gbps.
Packet OTN growth is slowing. New deployments are limited to China and parts of APAC as networks in other regions evolve away from the packet OTN architecture.
About the Optical Applications Report:
The Cignal AI Optical Applications Report includes market share and forecasts for revenue and port shipments for optical equipment designed to meet the needs of specific applications: 100G+ coherent, and compact modular and advanced packet-OTN switching hardware.
Vendors examined include Acacia, Adtran, ADVA, Ciena, Cisco, ECI, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Inphi, NEC, Nokia, NTT Electronics (NEL), Padtec, Tejas, Xtera and ZTE.
Deliverables include Excel files with complete data sets, PowerPoint summaries and Cignal AI’s Active Insight news reporting. Cignal AI clients with Applications report subscriptions may access this material on the Cignal AI website.
About Cignal AI:
Cignal AI provides active and insightful market research for the networking component and equipment market and the market’s end customers. Our work blends expertise from a variety of disciplines to create a uniquely informed perspective on the evolution of networking communications.
Contact Us/Purchase Report:
| Sales: [email protected] Web: Contact us |
SK Telecom with Swisscom: World’s First “5G” Roaming Service
SK Telecom announced today that it will begin the world’s first 5G roaming service [1] from midnight KST on July 16 through a strategic partnership with Swisscom, the largest telecommunications provider in Switzerland.
Note 1. Not only is there no standard for “5G’ roaming (or even signaling.control plane), but there are no standards for anything related to 5G radio and non radio aspects. Hence, this “5G’ roaming agreement is specific to these two carriers. They have obviously agreed on a roaming/handoff spec for 5G NR (3GPP Rel 15) in the data plane and LTE signaling in the control plane.
………………………………………………………………………………….
Swisscom, which boasts over 6 million mobile subscriptions, started to roll out its 5G network on April 17th. The company currently provides 5G service in 110 cities and villages including Zurich, Geneva and Bern as well as rural and touristic areas.
SK Telecom’s customers using Samsung Galaxy S10 5G smartphone will be able to use 5G roaming service through Swisscom when visiting Switzerland after upgrading their devices with the latest software update. In the future, SK Telecom plans to provide software upgrades to LG V50 users and further expand 5G roaming service to other countries around the globe.
“SK Telecom once again proved its leadership in advanced roaming technology with the launch of world’s first 5G roaming service” said Han Myung-jin, Vice President and Head of MNO Business Supporting Group of SK Telecom. “We will continuously expand our 5G roaming service to enhance customer experience and benefits.”
Meanwhile, with the aim to enable its customers to make and receive high-quality, free-of-charge international roaming voice calls while travelling to 171 countries across the world, SK Telecom launched ‘baro’ on December 17, 2018. As of June 2019, ‘baro’ has attracted 2.2 million users and 38 million cumulative calls (total of 800,000 hours of voice calls). Moreover, ‘baro’ won the ‘Best Mobile Technology Breakthrough in Asia’ award at the 2019 Asia Mobile Awards held as part of MWC19 Shanghai.
…………………………………………………………………………………………………..
About SK Telecom:
SK Telecom is the largest mobile operator in Korea with nearly 50 percent of the market share. As the pioneer of all generations of mobile networks, the company has commercialized the fifth generation (5G) network on December 1, 2018 and announced the first 5G smartphone subscribers on April 3, 2019. With its world’s best 5G, SK Telecom is set to realize the Age of Hyper-Innovation by transforming the way customers work, live and play.
Building on its strength in mobile services, the company is also creating unprecedented value in diverse ICT-related markets including media, security and commerce.
……………………………………………………………………………………………………….
For more information, please contact:
[email protected] or [email protected].
About Swisscom:
Swisscom, Switzerland’s leading telecoms company and one of its leading IT companies, is headquartered in Ittigen, close to the capital city Berne. Outside Switzerland, Swisscom has a presence on the Italian market in the guise of Fastweb. About 20,000 employees generated sales of CHF 2’860 million to the end of the 1st Quarter 2019. It is 51% Confederation-owned and is one of Switzerland’s most sustainable and innovative companies.
…………………………………………………………………………………………..
Media Contacts:
Yong-jae Lee
SK Telecom Co. Ltd.
(822) 6100 3838
(8210) 3129 6880
Irene Kim
SK Telecom Co. Ltd.
(822) 6100 3867
(8210) 8936 0062
Ha-young Lee
BCW Korea
(822) 3782 6421