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Research Type - Insights Research by Market - Mobile & Telecom Category - Semiconductor Components Category - Service Provider Broadband & VideoBy Attribute
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Current State of Competitive 5G ModemsFebruary 19, 2019As wireless industry start 2019, we will now see a new batch of competitive 5G solutions offered by the likes of Intel, Mediatek, Samsung LSI and HiSilicon poise to challenge the leading position of Qualcomm.Subscribers Only
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SeaChange acquires XstreamFebruary 14, 2019Video software specialist SeaChange has acquired the Xstream, a privately held Danish OTT video and TV cloud platform provider, for a total value of $5.5 million.Subscribers Only
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Amazon Acquires Eero - Smart Home ImpactFebruary 12, 2019Amazon and eero announced on February 11th, 2019, that they have entered into a definitive merger agreement under which Amazon will acquire eero. eero’s home mesh WiFi systems set up in minutes and blanket every room of a customer’s home in high-performing, reliable WiFi.Subscribers Only
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XGS-PON and NG-PON2 to dominate investment in 10G-capable PONsFebruary 08, 201910G-class fiber access technologies have begun to ship in volume and in the long term growth will be driven by demand for higher-capacity access networks to serve enterprises and residential customers. We expect the ramp up to materialize from 2019 onward, as telcos will need to compete with each other and cable MSOs offering gigabit services as well as position themselves to support mobile transport.Subscribers Only
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Ericsson resets its BSS strategyFebruary 07, 2019In January, Ericsson announced it is taking substantial measures to fix its struggling Business Support Systems (BSS) business, including the booking of provisions and restructuring charges of SEK -6.1 billion ($687 million) during Q4 2018. Ericsson has been pursuing a cost reduction and portfolio modernization strategy in an attempt to turn its Digital Services business into a profitable one, and it has reported some progress in the OSS and Cloud Core areas of the Digital Services portfolio—but none in the BSS area.Subscribers Only
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2019 outlook: Carrier WiFi market on the upside despite dawn of 5GFebruary 06, 2019With the dawn of 5G networks right around the corner, 2019 promises to be an exciting year full of announcements, deployments, and official launches. But how will WiFi coexist alongside 5G? More importantly, how will the carrier WiFi market pan out in 2019 once 5G is introduced? Clients, please log in to view the full content.Subscribers Only
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Key technologies for telecom digital transformationFebruary 04, 2019IHS Markit recently surveyed 25 leading telecom operators about the following four digital transformation technologies: operator priorities for automation; target use cases and drawbacks of artificial intelligence (AI) and machine learning (ML) projects; qualities and hindrances of blockchain; and open-source software versus standards.
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Skyworth Group acquires Altech UEC from AltronFebruary 04, 2019Skyworth Group has concluded the acquisition of Allied Electronics Corporation Limited (Altron)’s set-top box manufacturing business (Altech UEC South Africa). Altron announced in Q3 2018 that it was close to selling off the business, with the Competition Commission giving the regulatory nod of approval in Q1 2019.Subscribers Only
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Going through severe turbulences, Huawei flexes its musclesFebruary 01, 2019Despite a wave of travel warnings issued by several Western countries, I made it in and back safely from China without any troubles. Surprisingly enough, I was warmly welcomed by the Beijing International Airport immigration officers and I have to say that I was impressed by the smooth process made possible by the implementation of new kiosks that take care of fingerprints and pictures prior to meeting an immigration officer. And when I left China, the security guards liked my Huawei badge and showed their deep appreciation by giving their thumbs up.Subscribers Only
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The importance of embedded security grows in connected microcontrollersJanuary 18, 2019The year of 2018 has been one of the worst to date in terms of both number of security breaches and the number of records that have been exposed.
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How Netcracker became the first business cloud nutcrackerJanuary 17, 2019Already known for the innovative capabilities that propelled its cloud and SDN/NFV ascension over the past decade, Netcracker, a wholly owned subsidiary of NEC Corporation, never rests on its laurels and keeps pushing the envelope. This time around, though, the bar was lifted very high. Netcracker has developed and launched a new cloud-based service that essentially includes everything the company has in its OSS/BSS product and services offering. Named Business Cloud, the platform leverages Netcracker’s cloud-based SDN/NFV and IT portfolio—from VNFs to orchestration, OSS, BSS, portals, and a digital marketplace—and offers the complete set as a service to whoever needs to build a cloud infrastructure to turn up new digital services. Clients, please log in to view the full content.Subscribers Only
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2019: The 5G ramp-up resets telecom digital transformationJanuary 16, 2019With the US, China, South Korea, Japan, the Middle East, and the UK in the 5G driver’s seat, there is no doubt that some serious work needs to be done in the back office. 5G network rollouts are making headlines from a radio standpoint, and we expect a significant rollout ramp-up this year that will pave the way for nationwide coverage in 2020 in most of the above countries and regions. The question is, “What’s happening in the back office?” Not that much. It’s digital transformation business as we know it, so long as we continue to deal with the same use case—and that is us, human beings who have turned into mobile bandwidth hogs. Clients, please log in to view the full content.Subscribers Only
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2019 telecom capex is slightly up, but the global economy is slightly downJanuary 11, 2019In a turn from the desynchronized regional telecom capex growth we experienced for the past few years, the global economy started 2018 with strong, synchronized growth, but momentum faded as the year progressed and growth trends diverged. Notably, the economies of the eurozone, the United Kingdom, Japan, and China began to weaken. In contrast, the US economy accelerated, thanks to fiscal stimulus. Clients, please log in to view the full content.Subscribers Only
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Amdocs leads the convergent charging marketDecember 21, 2018To address several customer requests about convergent charging market vendor dynamics, we conducted additional research to further explore the “charging” segment of our 27 July 2018 Revenue Management Market Report - Regional; this segment accounts for $6B, or 51%, of the $12B total revenue management market revenue for 2017. After evaluating the convergent charging segment, which makes up more than 60% of charging, we found a slightly different ranking than for the full revenue management market: Amdocs stays at #1 with 17% share of the convergent charging segment, followed by Huawei (11%) and Netcracker (9%), which are #3 and #2, respectively, in total revenue management market share. Clients, please log in to view the full content.Subscribers Only
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The SON shone at TDA USA in rainy San FranciscoDecember 17, 2018As I did at the same time last year, I went back to my chairman role at Telco Data Analytics USA San Francisco, held November 28 and 29. For self-organizing network (SON) fans, pioneers, and pundits, it was rewarding to see the role SON is already playing in network automation, leveraging crucial data sets from big data analytics. Overall, the event covered a broad spectrum of players involved in different aspects of data collection, processing, sharing, and protection under General Data Protection Regulation (GDPR) rules. In fact, we started and ended the event on GDPR; as we’re all affected one way or another, it was a lively topic. Clients, please log in to view the full content.Subscribers Only
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Safety Challenges in Operating Drones Beyond the Visual Line of Sight (BVLOS)December 14, 2018There are many challenges that a service provider needs to face in order to utilize drone (UAVs) capabilities.
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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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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