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Research Type - Insights Research by Market - Mobile & Telecom Service - Mobile Backhaul & Microwave Intelligence Service Service - Service Provider Routing & Switching Intelligence ServiceBy Attribute
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Will 400G ZR transceivers disrupt the coherent optics market?February 13, 2019Recent research from IHS Markit indicates that data center interconnections are the fastest growing segment for coherent transceivers. Currently, metro and long-haul DWDM equipment is used to connect data centers around the world, but metro and long-haul DWDM solutions are overkill to interconnect data centers in campus and urban metro areas. Metro-access DCI are point-to-point connections with fiber reach between 40 and 120 km, making it possible to use unamplified links at least to 100 km, well beyond the capabilities of direct detect datacom transceivers. Coherent telecom transceivers can be used, but they have higher performance than required, are more complex, and are generally offered at a higher price point. They also use proprietary SD-FEC modes that are not interoperable. In response to this, the Optical Interconnect Forum (OIF) has developed the 400G ZR MSA to define specifications for 400GbE transceivers optimized for 80–100 km unamplified links using a grey channel in the center of C band. There is also strong interest from telecom and cable service providers for a DWDM version of the 400G ZR, so the OIF developed a colored version of the 400G ZR specification.Subscribers Only
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Microwave market outlook 2019January 31, 2019The microwave market in 2019 will continue to be dominated by talk of 5G and the role of microwave in next-gen backhaul networks. As currently perceived, 5G falls into several distinct categories: fixed wireless access (FWA), enhanced mobile broadband (eMBB), and massive Internet of Things (IoT). Each application requires a slightly different set of parameters, and we certainly expect microwave and millimeter wave to play a strong role in both FWA and eMBB—and potentially within IoT too although it is likely that this will be the last of these segments to emerge, so this Analyst Insight will focus on factors impacting usage of microwave within the first two application environments.Subscribers Only
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Cisco doubles down on silicon photonicsDecember 21, 2018On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately-held semiconductor company focused on silicon photonics (SiP) based solutions, for $660M in cash and equity. The acquisition is expected to close in the second quarter of CY19. Luxtera develops and manufactures silicon photonics–based optical transceivers primarily for interconnecting servers, routers, and switches in hyperscale and enterprise data centers. Clients, please log in to view the full content.Subscribers Only
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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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Microwave network equipment market declined 1 percent year over year, but long-term growth from 5G is on horizonSeptember 11, 2018The total worldwide microwave network equipment market declined by 5 percent quarter over quarter – and by 1 percent year over year – in the second quarter of 2018 (Q2 2018), falling to $1.03 billion.
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What are the success factors for fixed wireless access?May 24, 2018There is currently much excitement about fixed wireless access (FWA) using millimeter wave spectrum (mmW), particularly in North America. (By strict definition, millimeter wave implies frequencies between 30 and 300 GHz; however, in the present FWA context the industry also refers to frequencies in the 24 and 28 GHz range as mmW). Millimeter wave offers significant throughput performance with a channel size of up to 900 MHz but has coverage challenges. Clients, please log in to view the full content.Subscribers Only
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Huawei Analyst Summit 2018: Carrier networks at a crossroadsMay 02, 2018The 2018 Huawei Global Analyst Summit was, as usual, a large, lavish, and information-packed affair. From executive-level insights into the overall direction of the business to more in-depth and detailed insights on Huawei technology across a wide range of areas, this year’s event provided a good overall view of the state of the telecommunications industry with a primary focus on business in China and Asia. A key takeaway is that the carrier networks business is at a crossroads—and it is not clear at this stage whether 5G will be able to come to the rescue. The consumer and enterprise segments, supplemented by a new business addressing public cloud services, anchored growth for the company in 2017. Clients, please log in to view the full content.Subscribers Only
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Reevaluating satellite for mobile backhaul in the LTE eraApril 25, 2018There have historically been challenges for satellite as an access and transport technology, due mainly to cost, latency, and availability. This has particularly been the case in the mobile backhaul segment, where competing solutions—notably fiber, microwave, and PON—have outpaced the evolution of satellite’s capabilities. This has led to satellite being relegated to a niche solution within the backhaul market and often just competing for scraps in the access market. However, a recent evolution in the performance of satellite technology suggests that it can become a viable connectivity solution in these markets and compete to capture if not a dominant market share, at least a more sizeable and sustainable niche in the future. Clients, please log in to view the full content.Subscribers Only
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Ethernet access device market up 8 percent year over year in 2017April 06, 2018Worldwide Ethernet access device (EAD) revenue totaled $987 million in 2017, increasing 8 percent over 2016. The market is forecast to reach $1.47 billion in 2021, achieving a 2017–2022 CAGR of 8 percent.
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When 5G millimeter wave meets small cellsMarch 16, 2018There is no lack of confusing discussions about the need for small cells in 5G. Each time this topic is brought to me—and it comes up regularly these days—I ask the question: what is a 5G small cell? In fact, the most accurate way to look at this issue is 5G needs small cell topology knowledge and expertise to conduct successful rollouts in frequencies above 6 GHz. Clients, please log in to view the full content.Subscribers Only
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Operator Survey: Smart central offices to be in 85 percent of service provider networks this yearJanuary 25, 2018In 2018, 85 percent of operator respondents plan to create, or will have already deployed, smart central offices — that is, installing servers, storage and switching to create mini data centers in selected central offices. These mini data centers are used to offer cloud services, and as the network functions virtualization (NFV) infrastructure on which to run virtualized network functions (VNFs) such as vRouter, firewall, CG-NAT and IP/MPLS VPNs.
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ZTE mobile business drives toward 5G with SDN-NFVDecember 12, 2017Global telecom and IT vendor ZTE Corporation hosted its 2017 Wireless & Services User Congress from October 19 to 20 in Brussels, bringing together more than 100 European operators, several of whom spoke about their 4G and pre-5G mobile projects with ZTE. The event focused on how ZTE is driving commercial deployments of software defined networking (SDN), network functions virtualization (NFV), 4G, and, soon, 5G—highlighting the company's mobile hardware and software, service products, and customers. Clients, please log in to view the full content.Subscribers Only
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Juniper makes waves with new open line systems portfolioNovember 20, 2017Juniper jumped into the open optical line systems market with the introduction of the Juniper Programmable Photonic Layer and the proNX Optical Director. When combined with Juniper’s routing and switching portfolio and the optical transponder products and technology acquired through its 2016 BTI acquisition, the new products allow Juniper to deliver end-to-end packet optical solutions for its data center and routing customers and prospects in the cloud, enterprise, and service provider markets. Clients, please log in to view the full content.Subscribers Only
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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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Microwave Market Movement: Transform-X Acquires DragonWaveNovember 13, 2017In October, Transform-X acquired the operations and assets of microwave vendor DragonWave. The new company will operate under the name of DragonWave-X. DragonWave is a microwave-only vendor headquartered in Canada with a portfolio covering all backhaul market segments, including all-packet microwave products. In this research note, we take a look at DragonWave’s evolution, strengths, and challenges and consider the impact of the acquisition on the microwave equipment market. Clients, please log in to view the full content.Subscribers Only
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Small cell backhaul market is scaling up, and technology requirements are getting more specificOctober 26, 2017No single backhaul technology will be a universal solution for small cell deployment — a wide range of products and features will be needed.
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Outlook for Macrocell Mobile Backhaul Market Is Improving, Driven by 5G ReadinessOctober 23, 2017Backhaul preparation for 5G is anticipated to provide steady growth in the macrocell mobile backhaul equipment market.
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5G has triggered a fiber hunt and investment spikeOctober 10, 2017Since its invention by Corning Glass researchers Robert Maurer, Donald Keck, and Peter Schultz in 1970, it was clear that optical fiber would eventually become the nerve of telecommunications networks. The fiber-optic cable race started in the 80s for long distance transatlantic communications systems and moved to long haul terrestrial links in the late 90s during the Internet bubble. The run up ended in March 2000 with a fiber glut that marked the beginning of the great telecom crash. Since then, the fiber-optic business has become very cyclical with significant ups and downs and is now sustained by Google and Facebook building their own undersea and terrestrial fiber-optic networks to link data centers, as well as China, which spent $182B between 2015 and 2017 to build its own network. Now with 5G on the horizon, all service providers and governments are looking for fiber. Clients, please log in to view the full content.Subscribers Only
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Small cells and the role of SDN in next-gen mobile infrastructure flexibilitySeptember 27, 2017With the volume of mobile traffic from consumer smartphones and other mobile devices continuing to build up, operators are turning their attention to alternative forms of infrastructure, such as small cells, to increase coverage and capacity. And as traffic shifts from macro to small cells, software-defined networking (SDN) can play an important role in achieving cost-effective, end-to-end infrastructure flexibility. Implementing SDN can be challenging, but the benefits are powerful and the implications wide-ranging.
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Jio’s New Network: 100 Million Subscribers in 170 DaysSeptember 06, 2017Network traffic is exploding in India, and operators are scrambling to ensure their network capacities are ready for this onslaught. Two significant offerings with unlimited mobile data are particularly responsible for increased mobile broadband usage across India: Google’s WiFi in railroad stations and Reliance Jio’s new network. This Analyst Insight focuses on Jio. Clients, please log in to view the full content.Subscribers Only
