Maximizing 5G Spectrum Resources
With 5G deployments now accelerating at a torrid pace and 5G NR investments projected to comprise 30% to 50% of global RAN investments in 2020 (Dell’Oro Group), operators are reassessing how to optimize their spectrum resources to capitalize on the potential business and technology benefits with 5G NR.
5G Has Changed Wireless Backhaul for the Better
Have you ever seen a caterpillar transform into a butterfly? Within weeks, the entire organism changes to prepare itself for its new mode of existence. This process is called metamorphosis, and it is the best
Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than
Key Takeaways – The Telecom Equipment Market 1Q20
Cisco, Huawei, and Nokia’s revenue shares for the overall telecom equipment market declined in 1Q20 relative to full-year 2019 revenue shares We just wrapped up the 1Q20 reporting period for all the Telecommunications Infrastructure programs
5G Core – Are We Ready?
Introduction 2020 has been proclaimed as the year of 5G with 5G Standalone (5G SA) networks. By definition, this includes the 5G Core. To get an earlier start in 2019, the wireless communications industry
Key Takeaways for Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In this report, we analyze the relationships between wireless and wireline capex and revenue for more than 50 carriers, accounting for approximately 80% of worldwide capex and
Smart NIC Growth Opportunities and Considerations in 2020 and Beyond
Since 2017, no fewer than ten vendors have launched Smart Network Interface Cards or Smart NICs. The Smart NIC market is projected to become a $600 M market by 2024, or 23% of the total
Virtual MWC 2020 RAN Market Takeaways
With virtual MWC coming to an end, we are sharing some of the RAN related highlights below. To access the entire summary, please contact Daisy@delloro.com. COVID-19 – It is no longer just about the supply