Search Results for: China 5G
Dell’Oro: Telecom Capex Growth to Slow in calendar years 2022-2024
Dell’Oro Group forecasts that telco capex growth will taper off in 2023 and 2024 after increasing 9% year-over-year in nominal USD terms and on track to advance 3% in 2022. The market research firm states that the top fifty carriers in the world collectively generated combined annual revenue and investments of well over $1.4 T… Read more
MTN Consulting on Telco Network Infrastructure: Cisco, Samsung, and ZTE benefit (but only slightly)
By Matt Walker Cisco, Samsung, and ZTE benefit most from Huawei bans in 2021 in the telco Network Infrastructure market. (However, the market share gains were miniscule= <1% for each network equipment vendor). Introduction: 2021 results for the 100+ vendors selling into the telco market are just about finalized. Contrasting 2021 telco network infrastructure (NI)… Read more
MTN Consulting: : 4Q2021 review of Telco & Webscale Network Operators Capex
by Matt Walker Webscale revenues surge 25% to $2.1 trillion in 2021; capex of $175B drives global data center demand. Introduction: Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this is a dramatic uptick… Read more
Light Counting: Large majority of CSPs remain skeptical about Disaggregated Open Routers
LightCounting’s second annual report provides an update on the emergence of the Disaggregated Open Routers (DOR) market in wireless infrastructure. DOR are white-box cell site, aggregation and core routers based on an open and disaggregated architecture for existing 2G/3G/4G and future 5G network architectures. The DOR architecture was hailed as a new paradigm as early… Read more
Telstra to build 3 new teleports for OneWeb in Southern Hemisphere
Telstra is building and maintaining three new dedicated teleports across Australia to provide satellite gateway services for OneWeb in the Southern Hemisphere. The first of the new teleports, located in Darwin Tivendale, is scheduled to begin installation this month with go-live planned in July. Two further sites – Charlton Toowoomba and Wangara, Perth, WA –… Read more
Dell’Oro Group: Open RAN Momentum Is Solid; RAN equipment prices to increase
by Stefan Pongratz, VP at Dell’Oro Group Introduction: Open RAN ended 2021 on a solid footing. Preliminary estimates suggest that total Open RAN revenues—including O-RAN and OpenRAN radios and baseband—more than doubled for the full year 2021, ending at a much higher level than had been expected going into the year. Adoption has been mixed,… Read more
Mavenir at MWC 2022: Nokia and Ericsson are not serious OpenRAN vendors
Andrew Wooden of telecoms.com talked with Mavenir’s SVP of business development John Baker and CMO Stefano Cantarelli to gauge how industry is feeling towards OpenRAN. Here are a few quotes: “Clearly the (OpenRAN) train has left the station, there’s a lot of buzz about OpenRAN – it’s back to the haves and have nots,” Baker… Read more
Strand Consult: MWC 2022 Preview and What to Expect
by John Strand Tomorrow the Mobile World Congress (MWC) opens physically in Barcelona and also online. Every year for the last 19 years, Strand Consult has published previews of the Mobile World Congress (MWC). After its cancellation in 2020, MWC 2021 was a shadow of its former self, though the hybrid in person/online format brought 30,000… Read more
Light Counting: Wireless infrastructure market grew at a slower pace than in the past 2 years
In contrast to Dell’Oro Group’s assessment of the RAN market, Light Counting says that the wireless infrastructure market grew QoQ and YoY but at a slower pace than in the past 2 years. In addition, global sales were affected by supply chain issues that created logistical nightmares and led to increase in network node average… Read more
Dell’Oro: Mobile Core Network and MEC Stagnant in 2021; Will Growth in 2022
According to a recently published report from Dell’Oro Group, the total Mobile Core Network (MCN) and Multi-access Edge Computing (MEC) market 2021 revenue growth slowed to the lowest rate since 2017. The growth rate is expected to go higher in 2022 with the expansion of the 21 commercial 5G Standalone (5G SA) MBB networks that… Read more