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5G Infrastructure Vendors – Are They Immune To Recession?

Overview:

Nordic vendors Ericsson and Nokia had a good second quarter, buoyed by favourable currency conditions, particularly in the US, their biggest market. Both vendors remain bullish for the rest of 2022 and into 2023. 

Even so, a deteriorating macro environment could dampen customer demand over the next few months, particularly in emerging markets where currency fluctuations could impact the affordability of 5G products typically priced in dollars or euros. In addition, both vendors are expected to experience other headwinds, including inflation, higher R&D costs, etc.  throughout the remainder of 2022 and into 2023. 

This report provides a back-to-back review of Ericsson and Nokia’s recent second quarter 2022 results and provides a detailed insight into the business units of the two vendors.  

Table of Contents:

  • Key Business Assumptions
  • Description of Business Units
  • Overview of Financial Results
  • Business Unit Analysis
    • Ericsson
    • Nokia
  • Key Business Highlights
  • RAN Business
    • 5G Contracts
    • Regional Trends
    • RAN Market Share
  • Non-RAN Business
    • Digital Services
    • Network Infrastructure
    • Enterprise Revenues
  • R&D Investment
  • Supply Chain Issues
  • Viewpoint

Number of Pages: 14

Publication Date: August 2022

UK Operators Face Tight Deadlines To Roll Out Shared Rural Network

Overview:
Ensuring all citizens have access to mobile and fixed networks is a priority for many governments around the world. However, providing connectivity in the sparsely populated regions of any country is usually commercially challenging. As a result, governments in several countries – including Austria, Finland, France, New Zealand and the UK – are turning to shared networks projects in a bid to improve overall mobile coverage in their countries. 
This report provides an overview of the Shared Rural Network (SRN) project in the UK, including key project details, deadlines and coverage obligations and compares SRN’s business model with other SRN networks around the world. 

Table of Contents:

  • Key Business Assumptions
  • Overview of SRN Project
  • Key Project Details
    • Operator Committments
    • Coverage Obligations
    • Emergency Services Network
  • Project Status and Timelines
  • SRN Business Models
    • Spectrum Pooling
    • Active Equipment Sharing
    • Fixed Broadband Access
    • Targeted Coverage
  • SRNs Around the World
    • Austria
    • Finland
    • France
    • New Zealand
  • Opportunities for open RAN
  • Viewpoint

Number of Pages: 12
Publication Date: July 2022

Rakuten and Dish Target Broadband and Enterprise Markets

Overview:

With its 4G network roll-out largely complete, Rakuten is now turning its attention to commercializing the network as well as continuing 5G radio deployment. The operator announced a number of initiatives to boost subscriber growth at its retail service and provided news of new broadband and enterprise services due to be launched by the end of the year. 

Dish managed to meet the FCC’s mid-June coverage targets by launching its “data-only” 5G service in 27 markets but must now extend coverage to 70% of the US population by June 2023. It also revealed some interesting plans to target the enterprise market. 
This report provides a back-to-back review of Rakuten and Dish’s recent First Quarter 2022 Results and provides a detailed insight into the businesses and strategies of the two operators. The report also tracks the progress of German Internet company 1&1 Drillisch as it prepares to roll-out its own open RAN network in Germany. 

Table of Contents:

  • Key Business Assumptions
  • Company Backgrounds
    • Rakuten
    • Dish
    • Rakuten vs Dish 
  • Key Quarterly Data
    • Overview of Financial Results
    • Network Coverage and Roll-Out
    • Subscriber Update
    • Services and Pricing
    • Handset Data
  • Key Points and Analyses
    • Boosting Subscriber Growth at Rakuten
    • Dish's MVNO Transition
    • Capex Analysis
    • Dish Spectrum News
    • Targeting the Enterprise Market
    • Fixed Wireless Plans
    • Rakuten Symphony News
    • Vendor Ecosystem Developments
    • 1&1 Drillisch Update
  • Viewpoint
    • Rakuten
    • Dish

Number of Pages: 16

Published Date: June 2022

 

 

Private Networks Tracker, May 2022

Private Networks Tracker, May 2022

Overview:

Private networks is a hot topic in the industry nowadays. This ecosystem is expanding rapidly as new entrants are attracted to the market. However, there are still many challenges, which may inhibit the market’s growth over the next two to three years.

This report provides an overview of the global private network market today, highlighting key trends and drivers, with detailed information on several use cases from different industry verticals. The report also highlights some of the key challenges, including spectrum and device availability around the world.

Listen to our latest podcast on private networks, what are the key trends, market drivers, challenges and much more.

Table of Contents:

  • Introduction
  • Deployment Models
  • Key Announcements
  • Hyperscalers: Coopetition is the Way Forward
  • Market Overview in Numbers
  • Market Drivers
  • Key Trends
  • Use Cases by Vertical
    • Case 1: Kirkland Lake Gold Mine, Canada
    • Case 2: Polyus, Russia
    • Case 3: Volkswagen, Germany
    • Case 4: EWA, Bahrain
    • Case 5: Associated British Ports, UK
    • Case 6: Duke University, US
  • Key Deployments
  • Global Snapshot of Spectrum Availability
  • Unlicensed Spectrum
    • Unlicensed Spectrum: MulteFire
    • Unlicensed Spectrum: Uni5G
  • CBRS
    • CBRS Ecosystem: Where are We Now?
    • CBRS: What Lies Ahead?
  • Challenges
    • Challenges for Private 5G
    • Macro-environment Challenges
  • Conclusion

Number of Pages: 28

Publishing Date: May 2022

Incumbent Vendors Reveal Early 5G Monetization Trends

Overview:

Both Ericsson and Nokia reported good top-line growth in revenues in 1Q 2022 but will face headwinds during the remainder of 2022 due to a continuation of last year’s supply chain issues, inflationary pressures plus geo-political problems in Russia and Ukraine. However, there are encouraging signs that R&D investments in new services will start to come to fruition during 2022 with the commercial launch of a range of ARPU-boosting services leveraging CSPs recent investments in 5G SA core plus accelerating enterprise revenues. 

This report provides a back-to-back review of Ericsson and Nokia’s recent first quarter 2022 results and provides a detailed insight into the business units of the two vendors. In addition, the report reviews selected announcements made during the quarter, with analysis and comment on the strategic significance of these announcements for the vendors and the industry in general. 

Table of Contents:

  • Key Business Assumptions
  • Description of Business Units
  • Overview of Financial Results
  • Business Unit Analysis
    • Ericsson
    • Nokia
  • Key Business Highlights
  • 5G Contracts
  • RAN Market Share
  • Regional Trends
  • Non-RAN Services
  • Enterprise Revenues
  • R&D Investment Allocations
  • Joining The Dots…
  • AI-Based Network Optimization
  • ARPU Boost via Network Slicing
  • Nokia and Kyndryl Partnership
  • Targeting the Edge
    • Edge Exposure Server
    • Local Packet Gateway
  • Nokia's Win with Microsoft

Number of Pages: 18

Publication Date: May 2022

Fixed Wireless Access and Consumer Premise Equipment Ecosystem and Forecast Update, May 2022

Description:
Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. The early momentum behind 5G FWA has come from the launch of T-Mobile 5G Home Internet service in the US and Optus in Australia at the beginning of 2021. FWA subscribers need a new Customer Premises Equipment (CPE), either indoor or outdoor.
This report provides an outlook till 2030 on the 4G and 5G FWA subscribers and FWA-CPE. It also includes a forecast on the 5G FWA global traffic and ARPU. It analyses the market by technology and region. It looks into 16 operators’ strategies and undertakes a deep-dive analysis of the top nine FWA-CPE OEMs.
Table of Content:
  • FWA Technology Overview 
  • Fixed Broadband Subscription Forecast by Technologies and Regions (NAM, LATAM, APAC, EU)
  • 5G FWA ARPU by Regions
  • 5G FWA Monthly Data Consumption by Regions
  • Global FWA-CPE Shipment and ASP Forecast 
  • Global 5G FWA-CPE Chipset/Baseband and Module Vendors Overview
  • Global 5G FWA-CPE by OEM and Comparison 
  • FWA-CPE Vendors Analysis
  • Operators’ Strategy and Deployment (Mega-Operators and Regional Operators) 
Number of pages: 64
Published Date: July 2022

Global FWA + CPE Forecast 2019-2030

Description:

Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. The early momentum behind 5G FWA has come from the launch of T-Mobile 5G Home Internet service in the US and Optus in Australia at the beginning of 2021. FWA subscribers need new Customer Premises Equipment (CPE), either indoor or outdoor.

This report provides an outlook till 2030 on the 4G and 5G FWA subscribers across key regions APAC, NAM, MEA, LATAM and Europe. We further focus on the FWA CPE shipments by key technologies (5G: Sub 6GHz and mmWave& Sub 6GHz, and 4G). Also, analyses the CPE ASPs based on different technologies and total FWA CPE revenue by technologies.

Table of Content:

  • Key Assumptions for Forecast
  • FWA subscription by region and technology
  • CPE Forecast by Region and Technology
  • CPE ASP Forecast

Number of pages: 4

Published Date: May 2022

The USA FWA and CPE Ecosystem Analysis and Forecast

Overview:

Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. The early momentum behind 5G FWA has come from the launch of the T-Mobile 5G Home Internet services in the US.

This report provides an outlook till 2027 on the 4G and 5G FWA subscribers and FWA-CPE volume and ASP. It also includes top selling 4G and 5G FWA-CPE models in the USA. It analyses the fixed broadband market by technology and operator's (Verizon, Tmobile, and AT&T, among others) performance and strategies. It also undertakes a deep-dive analysis of the top six FWA-CPE OEMs.

Table of Contents:

  • FWA Technology Overview
  • US Operators’ Strategy, Deployment and Forecast
    • 4G vs 5G FWA Pricing Strategy
    • Verizon
    • AT&T
    • T-Mobile
    • Telcos Others
    • Cable Companies
    • WISPA
    • Carrier Comparison
  • US FWA CPE Market Overview
    • Chipset/Baseband for 5G CPE
    • 5G Module Vendors
    • USA FWA CPE by OEMs Competitive Analysis
    • 5G FWA Device Comparison
  • US 5G FWA-CPE Vendor/OEM Analysis.
    • Nokia Fastmile
    • Wistrom
    • Askey
    • ZTE
    • Arcadyan
    • Inseego
  • Fixed Broadband Subscription Forecast by Technologies
    • USA Fixed Broadband Overview
    • USA 5G FWA vs 4G FWA Subscription Forecast
    • USA 5G FWA & 4G FWA by Operator Subscription Forecast
  • US 5G FWA-CPE Vendor/OEM Forecast
    • USA CPE Shipment Forecast by technology (LTE/5G/mmWave) 2019-2027
    • USA CPE Shipment Forecast by OEMs and Operator 2019-2027
    • 5G FWA Household CPE ASP Forecast 2019-2027

Number of Pages: 52

Published Date: May 2022

The USA FWA Subscribers and FWA CPE Forecast 2019-2027

Overview:

Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. The early momentum behind 5G FWA has come from the launch of the T-Mobile 5G Home Internet services in the US. In 2020, 32% of US households did not have access to fixed broadband. This number will be reduced by half by the end of 2027.

This report provides an outlook till 2027 on the 4G and 5G FWA subscribers by different broadband types (Cable, DSL, Fiber, 5G FWA, 4G FWA and Others). These categories are further divided by key operators or Internet Service Providers (ISP). We further focus on the FWA ecosystem and FWA CPE shipments by key technologies (5G: Sub 6GHz and mmWave& Sub 6GHz, and 4G). It analyses the CPE ASPs based on different technologies and total FWA CPE revenue by technologies.

This report also highlights the FWA CPE shipments by key operators/ISPs and also by key CPE vendors like Nokia, Arcadyan, Wistron, Askey etc.

Table of Contents:

  • Assumptions
  • Subscriber Forecast
  • CPE Shipments By Technology & ASP
  • CPE Shipments By OEM & Operator
  • Definitions
  • Contacts

Number of Pages: 6

Published Date: May 2022

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