Overview:
The first quarter of 2022 was a busy period dominated by the return of the Mobile World Congress (MWC) to its usual calendar slot. Major infrastructure themes at the show included private 5G, open RAN and vRAN (including new merchant chip solutions) plus a multitude of announcements on 5G SA core developments. There was also a major focus on “green 5G” with vendors revealing new energy-saving, low emission 5G RAN products and solutions.*
This Infrastructure Insights report analyses a selection of the key announcements made by major mobile infrastructure vendors during the quarter, identifying key trends and providing a viewpoint on the significance of each announcement. This quarter’s report also includes a new, two-page focus on the quarterly telecom activities of Amazon, Google and Microsoft, which will become a regular feature of the report.
*Details about Rakuten and Rakuten Symphony’s announcements at MWC are provided in a separate report.
Table of Contents:
- Overview of Quarter
- 5G RAN Products and Solutions
- New RAN Products
- Power Consumption Reduction
- Coverage & Capacity Expansion
- Qualcomm's SBFD & Giga-MIMO
- Comments & Viewpoint
- Open RAN News & Analysis
- Vodafone
- Telefonica
- Orange
- Deutsche Telekom
- NTT DoCoMo OREC & Shared Lab
- Comments & Viewpoint
- Public Cloud Telecom Activities
- Verizon and AWS
- Bell Canada and Google
- Mavenir and AWS
- Telenor and AWS
- Comments & Viewpoint
- Private Networks & IoT
- HPE Private 5G
- Cisco Private 5G
- 5G Positioning for IoT
- Polte and Druid Software
- Qualcomm
- Comments & Viewpoint
- 5G SA Core Market Update
- Orange's Multi-Vendor Roll-Out
- Samsung and SK Telecom
- NTT DoCoMo and NEC
- Mavenir and AWS
- Rogers and Ericsson
- Comments & Viewpoint
- 5G RAN Chip Review
- Qualcomm's X100 Accelerator
- Marvell's Octeon Open RAN Solutions
- Xilinx and Nvidia
- RISC-V Designs
- Comments & Viewpoint
Number of Pages: 16
Publishing Date: April 2022
Overview:
Both Rakuten Mobile and Dish Wireless face stiff challenges in 2022. With its 4G network largely complete, Rakuten must now demonstrate that it has the right commercial strategy to compete against Japan’s big three operators and significantly ramp up subscriber additions. Meanwhile, Dish is facing the daunting challenge of launching commercial services in 27 US markets before its June 14 FCC deadline.
This report provides a back-to-back review of Rakuten and Dish’s recent fourth quarter and full-year 2021 results and provides a detailed insight into the businesses and strategies of the two operators. The report also tracks the progress of Germany Internet company 1&1 Drillish as it prepares to roll-out its own open RAN network in Germany.
Table of Contents:
- Key Business Assumptions
- Company Backgrounds
- Rakuten
- Dish
- Rakuten versus Dish
- Overview of Financial Results
- Key Quarterly Data
- Network Coverage and Roll-Out
- Subscribers
- Services and Pricing
- Key Points and Analysis
- Commercial Strategy Update
- Rakuten Subscribers and Revenues
- Capex Analysis
- Rakuten Symphony Update
- 1&1 Drillish Deployment Plans
- Dish’s Las Vegas Network
- Dish Handsets
- Private Network Opportunities
- Viewpoint
Number of Pages: 15
Publishing Date: March 2022
Overview:
This tracker provides an overview of the 5G Standalone (SA) market highlighting the key trends and drivers shaping the market plus details of commercial launches by vendor and by region. In addition, the tracker details the 5G SA vendor ecosystem split into two categories: public operator and private network markets.
Table of Contents:
- Overview
- Market Update
- 5G SA Market Deployments
- Commercial Deployment by Operators
- Network Engagements by Region
- Network Engagements by Deployments Status
- Leading 5G Core Vendors
- Mobile Core Vendor Ecosystem
- 5G Core Vendors Market Landscape
- Outlook
Number of Pages: 16
Publication Date: March 2022
Overview:
Nordic duo Ericsson and Nokia both had a good 2021. With strong cash generation from its core networks business, Ericsson had one of the strongest years in its history. Meanwhile Nokia provided proof that its turnaround is on track, with a solid improvement in margins and a return to profitability, but needs to increase its RAN market share during 2022. As the deployment of 5G SA cores accelerates, the challenge in 2022 and beyond will be to enable their CSP and enterprise customers to monetize their 5G network investments.
This report provides a back-to-back review of Ericsson and Nokia’s recent fourth quarter and full year 2021 financial results and provides a detailed insight into the business units and strategies 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
- Descriptions of Business Units
- Overview of Financial Results
- Business Unit Analysis
- Key Business Highlights
- 5G Contracts
- RAN Market Share
- Regional Trends
- Non-RAN Services
- Joining The Dots…
- Overview of Vendors' Enterprise Activities
- Ericsson's Vonage Acquisition
- Nokia's SaaS Service Launches
- Global IoT Platforms
- Viewpoint
Number of Pages: 14
Published Date: February 2022
Overview:
Closing the year, the fourth quarter of 2021 was a busy period with several key announcements about mMIMO products. Highlights included the launch of Huawei’s next-generation MetaAAU accompanied by mMIMO product launches from Ericsson and Samsung. Another hot topic was the launch of RAN controller solutions by several vendors.
This Infrastructure Insights report analyses a selection of the key announcements made by major mobile infrastructure vendors during the quarter, identifying key trends and providing a viewpoint on the significance of each announcement. This quarter’s report also includes a Vendor Focus article on private networks pioneer Athonet.
Table of Contents:
- Overview of Quarter
- 5G RAN Product Launches
- Samsung AWS/PCS
- Ericsson Air3268
- Huawei MetaAAU
- Open RAN News & Analysis
- Nokia's O-RAN Tests
- O-RAN in Japan
- BT and open RAN
- Samsung Networks and Virgin Media
- Samsung Networks and Vodafone
- Open RAN and Geopolitics
- RAN Controllers
- Ericsson IAP
- Huawei's RAN Intelligence
- Vendor Focus: Athonet
- Technology Platform
- Markets and Customers
- Leveraging Cloud to Accelerate Time-To-Market
- Private Networks & IoT
- China culls 5G Use Cases
- AWS Private 5G
- Nokia's MXIE Platform
- 5G SA Core Market
- Recent Deployments
- 5G SA Device Support
- 5G SA Multi-Vendor Cores
- The Charts Page
- 5G SA Core Deployments by Vendor
- 5G RAN Chip Review
Number of Pages: 14
Published Date: January 2022
Overview:
Enterprises across many industries are tapping into the connectivity paradigm. Unlike the consumer mass-market, these enterprises have very specific connectivity requirements. Private networks can satisfy many of these requirements across a diverse range of enterprise verticals.
The private networks market is developing rapidly and the ecosystem is expanding as new players enter the market. This report provides an overview of the main ecosystem players, different deployment approaches and evolving industry partnerships. Key use cases, network deployments, challenges and potential business and technology disruptors are also discussed.
Table of Contents:
- Snapshot
- Key Business Assumptions
- Introduction
- Use Cases
- Market Drivers
- Key Players and Ecosystem
- Network Equipment Providers
- Enterprise Connectivity and Solution Providers
- System Integrators
- Wireless Service Providers
- Partnerships, New Entrants and Evolving Ecosystem
- Industry Verticals
- Key Challenges
- Viewpoint
Number of Pages: 14
Publishing Date: January 2022
Overview:
Rakuten Mobile and Dish Wireless are greenfield mobile network operators (MNOs) operating in Japan and the US respectively. Both companies are pioneering the development of open, cloud native 5G multi-vendor networks in two of the most competitive and mature markets in the world. While Rakuten has already launched services on its 4G network since April 2020, Dish will launch in Las Vegas in early 2022.
This report provides a back-to-back review of Rakuten Mobile and Dish Wireless’s recent third quarter 2021 results and provides a detailed insight into the businesses and strategies of the two operators. In addition, the report provides details and analyses of key corporate, product and service announcements during the quarter.
Table of Contents:
- Snapshot
- Key Business Assumptions
- Company Backgrounds
- Overview of Financial Results
- Key Quarterly Data
- Network Coverage and Roll-Outs
- Subscribers
- Services and Pricing
- Key Points and Analyses
- Market Strategy
- Rakuten Financials
- Dish Financials
- Rakuten Symphony
- Rakuten Symware
- Viewpoint
Number of Pages: 14
Publication Date: December 2021
Overview:
Rakuten Mobile and Dish Wireless are greenfield mobile network operators (MNOs) operating in Japan and the US respectively. Both companies are pioneering the development of open, cloud native 5G multi-vendor networks in two of the most competitive and mature markets in the world. While Rakuten has already launched services on its 4G network since April 2020, Dish will launch in Las Vegas in early 2022.
This report provides a back-to-back review of Rakuten Mobile and Dish Wireless’s recent third quarter 2021 results and provides a detailed insight into the businesses and strategies of the two operators. In addition, the report provides details and analyses of key corporate, product and service announcements during the quarter.
Table of Contents:
- Snapshot
- Key Business Assumptions
- Company Backgrounds
- Overview of Financial Results
- Key Quarterly Data
- Network Coverage and Roll-Outs
- Subscribers
- Services and Pricing
- Key Points and Analyses
- Market Strategy
- Rakuten Financials
- Dish Financials
- Rakuten Symphony
- Rakuten Symware
- Viewpoint
Number of Pages: 14
Publication Date: December 2021
Overview:
Despite good progress being made, Europe still lags other key markets such as China, South Korea and the US when it comes to 5G deployments, adoption and performance. This report examines the key challenges to Europe’s 5G ambitions, and outlines what companies in Europe need to do to catch up to the competition.
Table of Contents:
- Status of 5G in Europe
- Challenges to Europe’s 5G ambitions
- Europe’s 5G future
Number of Pages: 12
Published Date: December 2021
