By Stéphane Téral, senior research director and advisor, mobile infrastructure and carrier economics, IHS Markit Highlights A solid Q4 2016 was not enough to save the year for the mobile infrastructure market LTE (Long Term Evolution) was down by double digits in Q4 and is expected to see further declines in 2017 Ericsson, Huawei and… Read more →

By Stéphane Téral, senior research director, mobile infrastructure and carrier economics, IHS Markit Bottom Line The vast majority of mobile operators participating in the IHS Markit small cells survey have already deployed small cells, mostly in outdoor metro areas and in homes as residential femtocells Security is the number-one small cell product feature, rising from… Read more →

The latest Ericsson Mobility Report covers the period to 2021. Ericsson has forecast significant growth in a wide range of factors. Some of the highlight figures include: Mobile broadband subscriptions: CAGR of 15% LTE subscriptions: CAGR of 25% Data traffic per smartphone: CAGR of 35% Total mobile data traffic: CAGR of 45%   Video to dominate mobile… Read more →

Introduction: This is the third and final article reviewing the super charged and ultra hyped IoT World Conference which this author attended on May 10-11, 2016 in Santa Clara, CA.  It is by far the most important for any outdoor IoT market segment (e.g. Industrial IoT in the field), because some form of wireless WAN… Read more →

Introduction: On December 2nd, Nokia shareholders overwhelmingly approved the acquisition of Alcatel-Lucent . The only remaining full service telecom equipment company in either North America or Europe is being sold to Nokia in a 15.6 billion Euro (€) deal which could make the “new Nokia” a market leader in network equipment and cloud services for… Read more →

Overview: Driven by strong 3G W-CDMA capacity projects in EMEA and unabated LTE activity in China, the global macrocell mobile infrastructure market was up 2 percent in the 2nd quarter of 2015 (2Q15) from the prior quarter, and up 2 percent year-over-year, according to the IHS Infonetics Mobile Infrastructure Equipment report from IHS (NYSE: IHS). “This time around, W-CDMA… Read more →

Introduction: The always excellent Hot Interconnects 2015 conference was held in Santa Clara, CA, August 26-28, 2015. This article summarizes presentations and a panel session relevant to Data Center and Wide Area Networking. Facebook Panel Participation & Intra- DC invited talk by Katharine Schmidtke: A 90 minute panel session on “HPC vs. Data Center Networks” raised more… Read more →

Posted on behalf of David Dixon, FBR Capital Markets Sprint CEO Marcello Claure has undertaken a strategic review of Sprint’s competitive positioning according to our vendor checks. Claure is an entrepreneur who seeks to move quickly to reposition the company. While he is not a network engineer, he understands that the network is a strategic… Read more →

Infonetics Research released excerpts from its 1st quarter 2014 (1Q14) Microwave Equipment report, which tracks time-division multiplexing (TDM), Ethernet, and dual Ethernet/TDM microwave equipment. MICROWAVE EQUIPMENT MARKET HIGHLIGHTS:.    Microwave equipment revenue totaled $1 billion worldwide in 1Q14, down 17% sequentially, and down 7% from the year-ago quarter.    Revenue for every microwave product segment-TDM, dual Ethernet/TDM,… Read more →

Slowing demand for wireless infrastructure products took a toll on first-quarter revenue at Alcatel-Lucent (ALU), but executives remain optimistic that company will regain its footing after a temporary lull — which they also attributed to a companywide restructuring.  The company posted a €73 million loss in the first three months of the year, compared with… Read more →