Analyst Angle – Where to next on the road to 5G Standalone?
To date, all 5G networks have been launched with dual connectivity (DC) architecture. DC means that the User Equipment (UE) is connected to two base stations at the same time. In the 3GPP standards, four
Optical Transport Market: DWDM Systems Revenue Grew 8 Percent Y/Y in 1H 2019
Huawei Held Highest Worldwide Share; Ciena Leads Outside of China. The market for DWDM systems significantly grew year-over-year (Y/Y) in the first half of 2019, in part because the comparative period, 1H 2018, includes much
The Telecom Equipment/Services Market Forecast
The overall telecom equipment and services market is projected to grow at a 1% CAGR We just wrapped up the July 2019 5-year Forecasts for all the Telecommunications Infrastructure and Services programs covered at the
CBRS RAN Market Investments to Surpass $1 Billion
The latest Dell’Oro Group CBRS RAN 5-year forecast suggest short term delays and renewed concerns about the network economics for outdoor deployment will not impact the long-term demand for LTE and 5G NR CBRS solutions
The Shift from 4G to 5G Is Accelerating Rapidly
China’s 5G RAN Market to Advance Fivefold The latest Dell’Oro Group Mobile RAN 5-Year July Forecast Report indicates that the investment recovery in China that began in the second half of 2018 is expected to
User Applications—The Emerging New Differentiator Among Network Equipment Vendors
An increasing amount of publicity is shifting to user applications, and away from the network. Enabling the user to extract more value out of the network is the topic of acquisitions and new product launches. For
5G Fuels Capex Growth: Total Telecom Capex to Grow at a 1% CAGR
The latest Dell’Oro Group Telecom Capex 2H18 Report (former name is Carrier Economics report) supports the thesis the firm has communicated with its technology equipment forecasts, namely, there are reasons to be optimistic about the telecom sector.
2019 OCP Global Summit Key Takeaways
In March, I attended the 2019 Open Compute Project (OCP) Global Summit at the San Jose Convention Center. The event is growing with 3,600 participants this year, including a broad representation of vendors and end
The DCI Market Opportunity
The infrastructure of the cloud—data centers and the computer and networking systems resources housed within—is expanding rapidly as the demand for cloud services spreads globally. The traffic between data centers, as well as traffic into
