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There is only one way—the HuaweiDecember 11, 2018As a warm up for Thanksgiving festivities, Huawei pulled off its ninth Global Mobile Broadband Forum, an extraordinary two-day event at ExCeL London with a total of 2,200 attendees and participants, 57% more than last year’s event, which was also in London. Although it’s not yet at the level of the SalesForce.com event that gathered 170,000 attendees in San Francisco last September—one-fifth of the city’s population—Huawei remains by far the only company in telecoms that has the capability, resources, and capacity to organize such a big event with a C-level league of speakers. Clients, please log in to view the full content.Subscribers Only
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Inside Secure acquires VerimatrixDecember 10, 2018Inside Secure, a mobile, banking, IoT, and SoC security specialist, will acquire video and media security specialist Verimatrix. The all-cash transaction – valued at $143 million and backed by One Equity Partners - is expected to close in Q1 2019.Subscribers Only
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With 2G, 3G and LTE hardware revenues falling, 5G rollouts are coming to the rescueDecember 06, 2018Global 5G hardware revenue is expected to reach $19 billion in 2022, starting from a very low base of early adopters in the United States in the second half of 2018, followed by 5G rollouts in South Korea and massive 5G trials set for China in 2019.
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CommScope to Acquire Arris for $7.4B, Creating Cable Industry Heavyweight Poised for the FutureNovember 28, 2018US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.Subscribers Only
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Broadband World Forum 2018 highlightsNovember 27, 2018Broadband World Forum has finally come of age, celebrating its 18th edition this year in what continues to be the annual meeting point for the broadband industry. Messe Berlin opened its doors to more than 4100 attendees from more than 1500 organisations that gathered to share, learn and promote anything broadband. Historically, Broadband World Forum has been a telco-centric show and that was particularly evident this year. For a market that is purportedly converging, the cable side of the industry was absent as it was busy attending Cable-Tec Expo on the other side of the Atlantic.Subscribers Only
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KDDI and Rakuten to collaborate in Telecommunication, Payment and LogisticNovember 27, 2018KDDI and Rakuten have announced an agreement to utilize each other’s assets in telecommunication, payment and logistics to improve customer experience and further strengthen their competitiveness in these fields. The deal will allow Rakuten to use KDDI’s network to enter the mobile market, while KDDI can make use of Rakuten’s payment and logistics infrastructure.Subscribers Only
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Don’t expect revenue from 5G services anytime soon!November 20, 2018We’ve been saying this since the start of the 5G discussion back in 2012. Let’s look at the reality: all markets are saturated, and consumers around the world complain about how expensive mobile services are whether ARPU is high or low like in Africa and India. People want better services and better experience at a lower price. Our observations from around the industry are that operators are still searching for potential new revenue-producing apps for 5G, and the big but unproven hope is IoT, based on the big but unproven idea that network slicing will work. Clients, please log in to view the full content.Subscribers Only
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Black Friday 2018 Preview - SmartphonesNovember 14, 2018For retailers, Black Friday is an opportunity to tie smartphone purchases into wider spending at the store. Walmart and Target offer gift cards, of varying denomination, with the purchase of select smartphones. These deals are usually based on the condition of activating the smartphone on a qualifying partner carrier plan. *** This deck will be updated as more offers are announced.***Subscribers Only
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II-VI announces plans to acquire FinisarNovember 14, 2018On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019. The combined company will generate approximately $2.5 billion in annual revenue. The markets for photonic products are diverse and increasingly competitive, and product R&D and fabrication facilities for compound semiconductors are very expensive. Consolidation to achieve scale is a viable strategy to maintain the level of investment required to develop differentiated products serving fast-growing, diverse markets. With the Finisar acquisition, II-VI nearly doubles in size in terms of revenue, R&D investment, and employees. Clients, please log in to view the full content.Subscribers Only
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Samsung ushers in new foldable form factor as current all-display designs hit physical limitsNovember 12, 2018Every decade or so, a new technology or device format is unveiled that immediately disrupts the market. Apple was the instigator in 2007, and the iPhone upended the mobile phone industry. More than a decade later, the smartphone market is now showing signs of stagnation. The latest designs from various companies are starting to look more alike, which is making brand differentiation difficult.
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3GPP Contribution Analysis – Who Leads the Mobile Infrastructure Race?November 09, 2018To achieve leadership in mobile infrastructure market, suppliers must combine substantial internal research and development with engagement in standardization. This report analyses the contributions vendors and operators have invested in 3GPP standards. This includes holding rapporteur roles in technical specifications groups and contributing work items for technology evolution. The report covers all contributions made between the years 2005 and mid-2018 and focuses primarily on 5G and LTE. However, some other hot domains such as, eMTC, NB-IoT, and V2X will be look at as well. Clients, please log in to view the full content.Subscribers Only
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Yummy—a network slice has been added to the telco menuNovember 07, 2018I’m just back from cold and rainy Berlin, where I chaired the second Network Slicing Summit, held 23 October 2018 at the Messe as part of the large annual Broadband World Forum. Like last year, 50+ people attended the Network Slicing Summit, but unlike last year, the event was totally standalone (it was a pre-SON World event last year). We had a well-balanced mix of standards bodies (e.g., 3GPP, ETSI, IEEE), trade bodies (GSMA and 5G-ACIA), academia (e.g., Cork Institute of Technology, University of Peloponnese), regulatory bodies (e.g., Ofcom), and service providers including BT, Bell Canada, Deutsche Telekom, KDDI, NTT DOCOMO, Swisscom, Telenor, Telefónica, Telia, Turk Telecom, and Vodafone. And of course, we ended up with as many definitions of network slicing as people in the room! Coined by our SDN and NFV research leader Michael Howard, here is our end-to-end network slice definition: “An end-to-end network slice is a logical partition or a virtual piece of a physical network, including fixed and mobile, physical and virtual, that has connections, capacities (bandwidth), and characteristics (e.g., SLAs) that make the slice look and act like a physical network to the user, program, or process that is using it.” Clients, please log in to view the full content.Subscribers Only
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Global smartphone shipments declined for the last two consecutive quartersNovember 01, 2018According to preliminary IHS Markit smartphone data, global smartphone shipments recorded a negative year-over-year growth rate for two consecutive quarters in 2018. Shipments totaled 354.8 million units in the third quarter of 2018, declining by 3.3 percent from the previous year.
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5G Americas: The good, the bad, and the uglyOctober 24, 2018As usual, mid-October is the time to gather at the annual 5G Americas pilgrimage to cowboy nation: Dallas, Texas. And of course, Verizon was nowhere to be seen—just the usual suspects AT&T, Cable & Wireless, Shaw, Sprint (a recent member), T-Mobile US, and Telefónica. Clients, please log in to view the full content.Subscribers Only
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Juniper NXTWORK 2018: Taking the complexity out of multi-cloudsOctober 24, 2018Juniper’s NXTWORK 2018 event was held in Las Vegas, Nevada, from 9 to 11 October. Roughly 1,000 customers, partners, and analysts from around the world attended. The keynotes featured Juniper Networks’ CEO Rami Rahim, CTO Bikash Koley, Chief Customer Officer Pierre-Paul Allard, VP Enterprise and Cloud Marketing Mike Bushong, and CMO Mike Marcellin; Panasonic’s Director of Strategic Initiatives of Smart Mobility Kellen Pucher and Senior Network Manager of Intelligent Transportation Systems Craig Smith; and The Home Depot’s Distinguished Engineer Stephen Olson. There were 64 informational and training sessions covering topics including Contrail, data center networks, core, edge, and metro networks, security, AppFormix, and strategic partnerships. Clients, please log in to view the full content.Subscribers Only
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Google refines Pixel smartphoneOctober 17, 2018At its “Made by Google” event, Google announced its latest Pixel smartphones. Just like in previous years, there are two models. As with other devices in the Pixel line of devices, Pixel 3 and Pixel 3 XL are premium devices with corresponding price points. However, for the first time, Google is the manufacturer on record (according to FCC filings) as opposed to their historical use of HTC and LG as ODMs.Subscribers Only
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With the Mate 20 Pro, Huawei continues to stand out in mobile photographOctober 17, 2018After launching the P20-series earlier in the year, Huawei is looking towards the latest edition of its Mate series to continue the company’s momentum to retain a spot in the global Top 3 smartphone OEMs. Huawei presented a host of devices for the premium smartphone segment as well as a gaming focused handset which is becoming more popular in their domestic Chinese market. Huawei also renewed its partnership with Porsche Design. Additionally, the company launched two new wearables, the Watch GT and Band 3 Pro.Subscribers Only
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AI and the rise of chief data and digital officers (CD2Os)October 16, 2018Over the past decade or so, we have frequently heard about chief technology and information officers (CTIOs), the combination of the chief information officer (CIO) function with that of the chief technology officer (CTO). The rationale has been that because information technology (IT) and telecom network technology are converging and becoming more and more intertwined, the two offices can no longer be separate; instead, there is a need to form a single function aimed at harmonizing all changes, triggered by the implementation of best IT practices into telecom networks. Clients, please log in to view the full content.Subscribers Only
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Solving the DAA Capacity Crunch with Packet Optical TransportOctober 16, 2018Broadband services are the revenue growth engine for cable operators worldwide. In a highly competitive environment where subscriber retention and growth is absolutely critical, cable operators must continue to invest in their access infrastructure to increase speeds and improve the efficiency of their services. Moving forward, DOCSIS 3.1 and Full Duplex DOCSIS 3.1 (FDX) provide an evolution path to deliver 1G and higher services to the home by leveraging existing coax access infrastructure. The introduction of virtualization in the cable headend, fiber deep initiatives, and distributed access architectures (DAA) are all tools for cable operators to improve the capabilities and economics of delivering these new broadband services.Subscribers Only
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ECOC 2018 highlightsOctober 04, 2018The European Conference of Optical Components (ECOC) continues to be an annual highlight where optical component suppliers, systems vendors, and the academic community to converge for a technical conference and exhibition. Over 6,500 attendees and 330 exhibitors participated at this year’s event in Rome. Clients, please log in to view the full content.Subscribers Only
