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How Reliance Jio disrupted India’s telecom marketFebruary 21, 2019Reliance Jio is the only growing Telco in India, according to the Telecom Authority of India (TRAI) who has released its monthly report as at December 2018.Subscribers Only
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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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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 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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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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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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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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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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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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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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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
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Optical equipment market continued to struggle in Q2 2018August 28, 2018In the second quarter of 2018 (Q2 2018), global optical network hardware revenue totaled $3.5 billion, decreasing 7 percent on a year-over-year basis.
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Universal CPE: A new market and new deployment model for managed servicesAugust 28, 2018The universal customer premises equipment (uCPE) market will increase from $7.7 million in 2017 to $1.02 billion in 2022 – a cumulative $1.9 billion market over the six years from 2017 to 2022.
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Huawei and Nokia named leaders in IHS Markit IMS vendor scorecard for the third timeAugust 13, 2018Huawei and Nokia are named leaders of the IMS scorecard for the third time. The vendors rise above the rest due to financials and, specifically, Huawei’s customer perception scores and Nokia’s market share gains and percentage of network functions virtualization (NFV) sales.
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Nine Entertainment agrees Fairfax takeover deal in major Australian mergerAugust 13, 2018Major Australian media companies Nine Entertainment and Fairfax Media have agreed terms to merge their respective businesses. The new combined entity will operate under the Nine brand name and house assets including: Nine’s free-to-air channels 9, 9Go, 9life and 9Gem; Fairfax’s newspapers The Age, The Sydney Morning Herald and The Australian Financial Review; digital businesses such as online streaming service Stan, which is already a joint-venture of the two companies, and Fairfax’s real-estate platform Domain; radio assets held by Fairfax via its majority ownership of Macquarie Media, which owns stations 2GB in Sydney, 3AW in Melbourne and 4BC in Brisbane.Subscribers Only
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Industry consolidation continues: Infinera to acquire CoriantJuly 30, 2018On 23 July 2018, Infinera announced its intent to acquire networking solutions vendor Coriant for $430M in cash and stock. In an increasingly competitive market with escalating R&D costs, scale is a viable strategic path forward for sustaining the investment levels required to deliver differentiated and compelling products and solutions. With the acquisition, Infinera gains significant scale, almost doubling in size in revenue, R&D, investment, and employees. Coriant also brings a needed element of “secret sauce” to Infinera—its expertise in IP routing and multi-layer SDN control and orchestration—which will be important moving forward for addressing applications including metro transport for cable/MSO fiber deep and distributed access architectures (DAA), 5G mobile transport, and data center interconnect (DCI). The combined companies also stand to benefit from stronger purchasing power, economies of scale, and consolidation of common functions. Infinera expects the transaction to close in Q3 2018. Clients, please log in to view the full content.Subscribers Only
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Platforms that drive UCaaSJuly 24, 2018The adoption of UCaaS continue to expand worldwide, but the market remains highly fragmented with a wide range of offerings from a variety of providers. The market is composed of pure-plays, network operators, cable MSOs, ISPs, system integrators, and traditional premises-based vendors. With a wide range of service offerings and capabilities, things can be confusing for businesses trying to find the right provider and service to fit their needs. Clients, please log in to view the full content.Subscribers Only
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Cavium (now Marvell) is the next hope for ARM-based CPUs in the data centerJuly 17, 2018In 2017, Cavium, Qualcomm, and Applied Micro were all sampling ARM-based SoCs targeted at data center servers. With Applied Micro spinning off its server CPU business to newly founded Ampere Computing and Qualcomm demonstrating no tangible design wins after announcing commercial availability for its Centriq SoC in November 2017, hopes for success of an ARM-based CPU ecosystem moved to Cavium, and in 2017 Cavium kept the design wins and partnership announcements coming. In January, Atos announced Cavium’s ThunderX2 will power its HPC for the EU-funded Mont Blanc project. In March, Cavium announced a partnership with Microsoft and in November revealed designs for a Cavium-powered Project Olympus OCP server. In May, Gigabyte, Ingrasys, and Inventec announced and subsequently launched new servers based on ThunderX2. In June, Penguin announced its Open Compute server lineup will feature a ThunderX2 sku. Clients, please log in to view the full content.Subscribers Only
