Articles
Smart NICs – opportunities and challenges
Hyperscalers created Smart NICs by adding intelligence to a network interface controllers. Now there’s an untapped market as others adopt them… Several vendor models have emerged. These include major network adapter vendors such as Intel,
The private 5G ecosystem improves, especially in China — Pongratz
Everyone else has it all wrong — Wi-Fi and 5G must work together. That is what Cisco said when it introduced its private 5G offering at MWC 2022. And Cisco is not alone thinking the
Is it time to get excited about vRAN?
From a forecasting point of view, we are encouraged by the progress on the technology side and the commercial vRAN bump in 2021. We have raised the vRAN outlook for 2022 to reflect the improved
Is the U.S. back in the 5G RAN game? — Pongratz
More importantly, the U.S. RAN landscape is still evolving. Favorable prospects with new RAN opportunities taken together with the promise of reduced barrier-to-entry are spurring more suppliers to invest in 5G
A deeper look into enterprise wireless LAN Wi-Fi 6 shortages (Analyst Angle)
Adding to Wi-Fi 6 shortages is the recent roaring comeback of sales to the Hospitality, Logistics and Retail verticals. These vertical industries typically make up approximately 20% of overall Wireless LAN market sales
2022 – The Year of Coherent 400 Gbps DWDM
“Now that the technology is ready and the products are available, 2022 will be the year for coherent 400 Gbps DWDM. It will be used everywhere— from data center to metro to subsea.
Analyst Angle: 5G mmWave slowdown not impacting forecast
With YoY growth now slowing down in the second quarter, it is tempting to question the validity again of the near-term mmWave business case. Given the current visibility, we see the slowdown more as a
