Huawei HAS 2021 RAN Takeaways
Huawei recently held its annual analyst event. Even though we were not able to attend in person, it was an informative event. Below we will discuss some of the RAN-related takeaways touching on 6 GHz and general FDD trends.
Too Much of a Good Thing?
“If you build it, they will come” has been the guiding mantra for network operators for decades now, especially when it comes to their broadband access networks, which have seen accelerated subscriber growth over the last year and consistently contribute margins ranging from 55-70%.
E-band Reaches Further
After attending Huawei’s 2021 virtual analyst summit, I started to wonder whether my forecast for E-band shipments was wrong….Over the past decade, E-band has been steadily growing out of its early-era use as a technology for simple Ethernet bridges on a campus into the wider and more sophisticated world of mobile backhaul. In our market study at Dell’Oro Group, we estimate…
The World’s Fiber Future is Here
In the world of communications and networking, the year 2020 marked a turning point for communications service providers, as well as consumers and subscribers around the globe. 2020 was the year that fiber cemented itself as the preferred access technology of the future for a majority of operators. The catalyst for this strategic shift was the impact COVID-19 had on residential broadband network utilization rates, along with the dramatic increase in premium broadband subscribers around the world.
Huawei Global Analysts Summit 2021 Takeaways—CloudCampus Network
Today, Huawei presented an update on its CloudCampus business which is thriving. A message that resonated with me was how people embracing digital services and applications triggers the need for equipment with more intelligence and bandwidth. For example, the widespread adoption of mobile application-based financial transactions instead of credit card-based transactions requires big infrastructure changes with financial institutions…
5G Positioning – New Enabler in Vertical Markets
The typical eMBB use case is driving the capex today. Vertical activity remains subdued but is on the rise and new enhancements to the 5G roadmap including improved location accuracy with precise indoor functionality and improved energy characteristics could play a role expanding the opportunities with new use cases.
MEF Gets SASE: Highlights from MEF’s Infinite Edge Series
Recently, I was invited to participate in MEF’s Infinity Edge Series, Episode 3: SASE—Getting an Edge on SD-WAN, which focused on Secure Access Service Edge (SASE). I saw it as an excellent opportunity to help bring additional
Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In contrast to the standard Dell’Oro equipment reports that track manufacturing revenue for telecommunications infrastructure, the capex report analyzes the investment plans for around ~50 operators, accounting for approximately 80% of worldwide capex and revenue.
Key Takeaways—Total Enterprise Network Equipment Market 2020
We’ve just wrapped up the 4Q20 reporting period for Dell’Oro Group’s Enterprise Network Equipment programs, which include Campus Switches, Enterprise Data Center Switches, Enterprise Routers, Network Security, and Wireless LAN. Enterprises include businesses of all sizes as well as government, education, and research entities. The equipment tracked in these programs can be used for wired or wireless data communication in private and secure networks.
