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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Daniel Simmons Analyst - Jérémie BouchaudBy Attribute
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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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Wyplay embraces Android Operator TierJune 19, 2018Wyplay has become the latest set-top middleware and UX vendor to embrace the Android TV platform, and market a custom launcher for Android TV’s Operator Tier. Debuted in Q1 2017, and formalized in the second and third quarters of the same year, Operator Tier affords Android TV adoptees considerably more latitude in designing a device’s home-screen, app carousel, icons, and content placement.Subscribers Only
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2018: DAS and small cells face off for neutral host applicationsJanuary 16, 2018Adding small cells or low power nodes (e.g., microcells, picocells, and micro/pico RRH/RRU) to beef up the coverage and capacity of existing macrocell networks shows no sign of abating any time soon. In fact, after a low start lasting several years, during which service providers worked hard to understand how to deploy small cells in their networks, the market is booming and reaching the size of the stagnating DAS market, which since last year has been negatively impacted by multi-carrier small cell products designed for neutral host use cases—where DAS had long been the only option. Clients, please log in to view the full content.Subscribers Only
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LTE + Wi-Fi = Super enhanced mobile broadbandDecember 06, 2017Insight and analysis from the IHS Markit 2017 LTE-U Development Market Report.
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The next-generation BSS for cable operatorsNovember 21, 2017Cable operators are transforming their business support systems (BSS) in order to offer new services, expand their markets, and enhance customer experience, all while increasing revenue. This transformation is essential for these operators as some legacy systems may be more than 20 years old and preventing them from deploying new, complex services. The upside is that the cable operators are aware of this and actively making investments (or shopping) for solutions that will allow them to offer an optimal streaming environment; provide enterprise, mobile, WiFi, and security services; take part in IoT ecosystems; and collaborate with over-the-top (OTT) providers while serving as a digital aggregator that can provide more personalized content.
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Mobile fronthaul equipment market to grow at a 26 percent CAGR from 2017 to 2021November 16, 2017Worldwide mobile fronthaul equipment revenue totaled $787 million in 2016, with the majority coming from Asia Pacific. The market is experiencing modest scale but has long-term potential as solutions evolve from Common Public Radio Interface (CPRI) based to Ethernet based.
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REPORT HIGHLIGHTS - Set-Top Box Sales Up 3 Percent in Q3; Expansion Underway in Emerging MarketsFebruary 04, 2016Worldwide set-top box (STB) revenue totaled $5.62 billion in the third quarter of 2015 (3Q15), a sequential increase of 3 percent, with nearly all product categories showing improvement, according to the Set-Top Boxes report from IHS Inc. (NYSE: IHS).
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The BAW filter market thrives on LTEDecember 20, 2015IHS has updated its analysis of the BAW market. The positive impact of the adoption of LTE on the BAW market was under-estimated until now...Subscribers Only
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MEMS Microphones: the race for performance is about to resumeDecember 08, 2015IHS has raised some concern about the health of the MEMS microphone market over the last 12 months as the price of the high performance MEMS microphone segment dropped significantly in 2014 and 2015. IHS raised its forecast again in its last MEMS microphone report for two reasons.Subscribers Only
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Apple Becomes the Top Sensor Manufacturer in Value for Mobile DevicesNovember 05, 2015Apple has largely contributed to the boom of the sensor market in the last 8 years as a user. It has established the use of motion sensors, light sensors and fingerprint sensors in smartphones. Apple became the top consumer of sensors in mobile devices ahead of Samsung in 2010 and it has kept this position ever since. Last year Apple also became the top manufacturer of sensors in value for mobile devices capturing 29% of this market and jumping ahead of STMicroelectronics. This surge in value is thanks to its fingerprint sensors.
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Technicolor to acquire Cisco’s STB and Broadband CPE businessJuly 30, 2015Technicolor is to acquire Cisco’s Connected Devices division, which generated USD 1.8 billion in sales of set-top boxes (STBs) and broadband customer premises equipment (CPE) in 2014, for USD 600 million in cash and stock. The deal is expected to close in late 2015 or early 2016, and will see Cisco’s STB and CPE products and workforce transferred to Technicolor’s Connected Home business unit, which recorded revenue of just under USD 1.8 billion in 2014. Cisco will retain its cloud and infrastructure solutions for video, which are currently marketed under the Videoscape brand.
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Espionage case on FBAR technology involves Chinese Universities and start-upsMay 22, 2015Two Chinese University professors have been accused of economic espionage on Avago and Skyworks regarding their FBAR technology. The stolen IP was given to Chinese Universities and a Chinese company. How significant is this case? Can one expect that Chinese FBAR manufacture will emerge and challenge Avago and Qorvo? Log in for IHS commentary…Subscribers Only
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AAC acquires WiSpry as it expands in house MEMS expertiseMay 12, 2015AAC - the 2nd largest MEMS microphone maker - announced on May 11th the completion of its acquisition of WiSpry, Inc. WiSpry was a pioneer in the RF MEMS switches/varactor fields for handsets. What is behind this acquisition? Log in for commentary…Subscribers Only
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Cavendish Kinetics gains $36 million in fundingMay 12, 2015Qorvo (RFMD/Triquint), through its Triquint subsidiary, has invested $25 million into Cavendish Kinetics with an option to acquire by the earliest date of either 60 days after Cavendish’s pre-production release of a specific undisclosed product or June 30 2017. This gives some good support and backing for Cavendish as it seeks to add an RF switching line to its portfolio to take on incumbent SOI switches. Log in for discussion and insights...Subscribers Only
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Knowles Corp. acquires Audience Inc. to expand its audio capabilitiesMay 01, 2015In a deal worth $85 million, Knowles has agreed to buy Audience Inc. Audience has had a hard time of it in the last few years and has hinted indirectly it may lose its socket in Samsung and as such has warned of poor performance in 2015. Knowles’ acquisition of Audience brings a number of synergies and benefits... See subscriber comments...Subscribers Only
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ARRIS consolidates market leading position with Pace acquisitionApril 27, 2015US Cable TV technology supplier ARRIS intends to acquire British set-top box (STB) vendor Pace, for USD 2.1B; valuing Pace’s business at 80% of its 2014 revenue. The acquisition will create the world’s largest supplier of set-top box (STB), broadband gateway and cable TV technology. Combined 2014 revenues of USD 7.9B make will it twice the size of its nearest competitor, Cisco’s Service Provider Video business unit. The deal is subject to regulatory approval, but the merged company will be incorporated in the UK, headquartered in the US and expected to list on the NASDAQ.Subscribers Only
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Colibrys joins small club of high performance gyroscope suppliersApril 15, 2015Colibrys chose April to announce a high performance MEMS gyroscope. The angular rate sensor is positioned to compete with Fiber Optical Gyroscopes. Colibrys is already the 2nd largest supplier of accelerometers for military and aerospace applications. Expanding its portfolio to include a high performance gyroscope was an obvious move... login for subscribers comments...Subscribers Only
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TI’s DLP targets small portable spectrometersApril 08, 2015Texas Instrument rolled out a handheld NIR spectrometer at Pittcon 2015 based on its DLP technology. TI claims it is targeting chemical analyzers for use in the farming, food and drink, petrochemical, and health and skin care industries. See subscriber comment: One should avoid a misunderstanding...Subscribers Only
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STMicroelectronics’s MEMS scanner power Intel’s 3D cameraMarch 25, 2015Interacting with a computer with gesture is fascinating since Steven Spielberg made it so real and intuitive in the movie Minority Report in 2002. In the meantime Microsoft has applied this principle successfully to gaming with the Kinect in 2010. Hand gesture UI encountered a limited success for handsets, tablets and laptops until now however. This may change with the RealSense™ technology from Intel and demonstrated by its partner STMicroelectronics at the Mobile World Congress 2015. See subscriber section...Subscribers Only
