5G Mobile Backhaul isn’t All Fiber
Mobile radio technology is moving from 4G to 5G, but it cannot move in isolation. Operators learned this valuable lesson with the move to 4G. In particular, the transport layer, often referred to as mobile
Analyst Angle: 5G to dominate marketing—LTE to dominate capacity
In addition to the typical location asymmetries between data consumption and mobile infrastructure investments that characterized the first part of the LTE cycle (Figure 1), differing spectrum assets among the US operators coupled with the
Industry Voices—Pongratz: The outlook is improving for mobile infrastructure vendors
We just published our semiannual five-year mobile infrastructure radio access network (RAN) forecast, and we are pleased to report that we remain optimistic that the RAN market will grow over the forecast period. At a
Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger
There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen
Dell’Oro: Carrier capex expected to climb this year
Carrier capital spending is expected to pick up this year after an investment lull, according to new analysis from Dell’Oro Group.
Analyst Angle: Will 5G result in more or fewer mobile infrastructure radio vendors?
With commercial 5G radios targeting mobile applications being a probable reality by 4Q18, both new entrants and existing vendors are ramping up their R&D efforts in the hope of capitalizing on the impending shift from
Industry Voices—Pongratz: Will U.S. lead in 5G?
After a week of intense and exciting meetings with key players in the wireless industry during the inaugural MWC Americas show in San Francisco, one of the key takeaways was that the U.S. runs the
Analyst Angle: T-Mobile’s nationwide 5G strategy – A game changer?
T-Mobile’s recent announcement that it is targeting 2020 for a nationwide 5G network is by far the most aggressive 5G announcement to date, and it could be a game changer – not in the sense
400G Deals Winning Hand for Data Centers
Dell’Oro Group predicts that 400G will become the next major Ethernet speed for data centers, providing there’s adequate availability of 400G optics.
Analyst Angle: 5G – incremental or not?
Will 5G prove the savior to the mobile telecom market’s bottom line, or will the lack of significant IoT and 5G use cases result in continued revenue pressure?
