Search Results for: China 5G
Huawei is back – net profits more than doubled in 2023!
China’s Huawei Technologies said its net profit more than doubled last year, marking a stunning comeback for the company years after U.S. export controls cut it off from advanced technology. The tech giant on Friday said profit rose to 87 billion yuan, or $12 billion, a rise of more than 140% from the same period… Read more
Dell’Oro: 2023 global telecom equipment revenues declined 5% YoY; Huawei increases its #1 position
Preliminary Dell’Oro Group data found that worldwide telecom equipment revenues across the six telecom programs tracked – Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and SP Router & Switch – declined 5% year-over-year (YoY) for the full year 2023, performing worse than expected. First and foremost, challenging comparisons in… Read more
Téral Research: global wireless infrastructure market sank 9% YoY in 2023; will decline 6% in 2024
As expected, the global wireless infrastructure market comprised of all RAN and core networks sank 9% YoY despite a strong China-driven 4Q23 that was not enough to offset 3 consecutive quarters of sales declines. 2023 will be remembered by the U.S. market posting its steepest drop in history, the strong 5G rollouts in China which is way… Read more
Highlights of GSMA study: Mobile Net Zero 2024, State of the Industry on Climate Action
Reducing carbon emissions has been a top priority for global network operators and equipment vendors for the past few years. Many have published net zero targets and use every opportunity to include their sustainability agenda into their public announcements. In 2019, the mobile industry set a goal to reach net zero by 2050, becoming one… Read more
Dell’Oro & Omdia: Global RAN market declined in 2023 and again in 2024
A new report from the Dell’Oro Group reveals that the global Radio Access Network (RAN) market concluded the year with another difficult quarter, resulting in a global decrease of nearly $4 billion in RAN revenues for the full year of 2023. However, despite these challenges, the results for the quarter exceeded expectations, partly due to robust… Read more
NGMN issues ITU-R framework for IMT-2030 vs ITU-R WP5D Timeline for RIT/SRIT Standardization
The NGMN Alliance has issued the “ITU-R Framework for IMT-2030: Review and Future Direction.” In this essential publication, NGMN welcomes the recent ITU-R report on the ‘Framework and overall objectives of the future development of IMT for 2030 and beyond.’ This ITU-R report ( Recommendation ITU-R M. 2160) sets an important framework for future technology discussions towards… Read more
Juniper Research: Global 6G Connections to be 290M in 1st 2 years of service, but network interference problem looms large
A new study from Juniper Research, a leading telecommunications research firm, forecasts 290 million connections globally by 2030; the year after its initial expected launch in 2029 (this author doesn’t think standards for 6G will be completed by 2030). To achieve this early growth, the report cautions operators must solve various technological challenges, including the issue… Read more
Dell’Oro: Broadband access equipment sales to increase in 2025 led by XGS-PON deployments
Dell’Oro Group expects broadband access equipment sales to decline by 1% in 2024 versus 2023, with the first half of 2024 seeing continued weakness followed by a surge in spending in the second half of the year. The first half of 2024 will continue to see some of the inventory corrections that marked a tough… Read more
Ericsson expects continuing network equipment sales challenges in 2024
Ericsson expects challenges in the mobile-network industry to continue this year as customers remain cautious about spending and as the investment pace normalizes in its key Indian market. The Swedish telecommunications-equipment company said sales in its network equipment unit fell 23% in the fourth quarter, with sales momentum in India slowing, while North America had a… Read more
Dell’Oro: RAN revenues declined sharply in 2023 and will remain challenging in 2024; top 8 RAN vendors own the market
According to a new report by Dell’Oro Group, the Radio Access Network (RAN) market is now in a downward trajectory. That’s no surprise to readers of the IEEE Techblog, as we forecasted the “5G train wreck” many years ago and continued the drumbeat due to the scarcity of 5G SA core networks, without which there… Read more