Search Results for: China 5G
Dell’Oro: 3Q21 Total Telecom Equipment Market up 6% year-over-year & 9% year-to-date
Dell’Oro Group just completed their 3Q21 reporting period for all the Telecommunications Infrastructure programs covered. Those include: Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network (RAN), SP Router & Switch. The data contained in these reports suggest that the positive trends that characterized the broader telecom equipment market in the first… Read more
Dell’Oro: PON ONT spending +15% Year over Year
According to a newly published report by Dell’Oro Group, total global revenue for the Broadband Access equipment market increased to $3.9 B in 3Q 2021, up 7% year-over-year (Y/Y). Growth came from spending on both PON infrastructure and fixed wireless CPE. Please see chart below. “5G fixed wireless deployments joined fiber as the primary drivers… Read more
Dell Oro and IDC on the Global Service Provider Router and Switch market in 3Q-2021
According to a new report by Dell’Oro Group, the worldwide Service Provider Router and Switch market was flat in 3Q 2021. Market growth was stifled during the quarter due in large part to global supply chain constraints that affected vendors’ ability to deliver products to customers. “Despite global supply chain problems, the underlying demand to… Read more
FWA has limited deployments, many supporters, and great potential
Ericsson’s Mobility Report forecasts FWA (fixed wireless access) connections will “show strong growth of 17% annually through 2027.” That compares to anticipated wireline broadband growth over the same period of only 4%. The Ericsson report states that 57 network operators have deployed FWA commercial networks. Finnish telco DNA says FWA is its most popular broadband… Read more
Dell’Oro: Optical Transport Market Down 2% in 1st 9 Months of 2021
According to a recently published report from Dell’Oro Group, the Optical Transport equipment market contracted 2 percent year-over-year in the first nine months of 2021 due to lower sales in China. Outside of China, however, the demand for optical equipment continued to increase, outpacing supply. “Optical equipment revenue in China took a sharp turn for… Read more
Jio, Airtel, and Vodafone Idea Couldn’t Deliver True 4G Speeds in India
While 5G is coming (some day soon?) to India, and there are 4G networks present in almost all of the country, there is one thing that can’t be ignored. The private telecom operators who have built a strong business around providing 4G coverage throughout the country have failed to deliver ‘true 4G’ to Indians. Bharat… Read more
MTN Consulting: Network Infrastructure market grew 5.1% YoY; Telco revenues surge 12.2% YoY
Telecom network infrastructure (NI) vendors had a 5.1% year-over-year (YoY) increase in revenue during the second quarter 2021, reflecting a significant pullback from a 10% gain in the previous quarter, according to MTN Consulting. The market share leaders in the global telco NI market remain Huawei, Ericsson, Nokia, and ZTE, who are also the top… Read more
Canalys 2Q-2021 smartphone rankings show big gains for Xiaomi and OPPO
Telecom, IT and cloud market research firm Canalys, said that global smartphone shipments increased by 12% in the second quarter of 2021. Samsung still maintains its position as the world’s number one with a market share of 19%. Xiaomi’s mobile phone sales surpassed Apple’s and rose to the second place in the world for the… Read more
FT: Huawei tries to re-invent Itself: Pivot from smart phones/telecom gear to cloud services, 6G, EV’s and HiSilicon
Condensed and edited Financial Times article by Kathrin Hille in Taipei, Eleanor Olcott in London and James Kynge in Hong Kong In the first half of this year, revenues at Huawei fell by almost 30 per cent compared with the same period last year, the largest ever drop. As U.S. restrictions have begun to derail Huawei’s traditional business, the group… Read more
Ericsson IoT Accelerator Cloud Connect to connect cellular IoT devices to AWS
Ericsson has launched IoT Accelerator Cloud Connect to make it easier for enterprises using Ericsson’s IoT Accelerator platform to cellular devices to connect to the Amazon Web Services (AWS) server securely. According to Ericsson, Cloud Connect shifts the complex encryption required for secure IoT connectivity away from the device and onto the edge of the cellular… Read more