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Service: 5G and networks

5G SA Core and Enterprise to Drive Growth at Nokia and Ericsson?

Overview:

After years of R&D investment and legacy portfolio rebalancing, there are encouraging signs that Nokia’s Cloud and Network Services and Ericsson’s Digital Services businesses may have finally turned a corner. Driven predominantly by higher deployments of 5G SA core products, both business units should deliver increasingly positive financials during 2022. And with increasing sales at Cradlepoint – and lots of lovely cash available – another acquisition looks very likely at Ericsson. 

This report provides a back-to-back review of Ericsson and Nokia’s recent third quarter 2021 results and provides a detailed insight into the business units and strategies of the two vendors. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Overview of Financial Results
  • Business Unit Analysis
  • Regional Trends
  • Key Points
    • 5G Contract Awards
    • Market Share
    • Digital Services
    • Cloud and Network Services
    • Network Infrastructure
    • Enterprise and Service Based Businesses 
    • IPR Revenues
    • R&D Investments
  • Viewpoint

Number of Pages: 14

Publication Date: November 2021

The Emerging Cloud RAN Ecosystem – Players and Solutions

Overview:

The transition of the Radio Access Network (RAN) from a standalone, integrated network solution into a disaggregated, virtualized network will result in a new ecosystem of suppliers. This ecosystem will include a diverse range of tech start-ups and traditional IT behemoths, all of whom will be leveraging their technical and commercial expertise to compete against the established mobile vendor incumbents. 

This report analyses the key players in this new ecosystem, highlighting the main software and hardware players and their roles in the value chain. 

Table of Contents:

  • Key Business Assumptions
  • Introduction
  • Overview of Cloud RAN Ecosystem
  • Hardware Vendors
    • COTS Servers
    • Chip Platforms
    • Hardware Acceleration Cards
    • Network Interface Cards
  • Cloud and Software Providers
    • NFVi Players
    • vRAN Software Vendors
    • Management & Orchestration (MANO)
  • Systems Integrators
  • Viewpoint

Number of Pages:  13

Publishing Date: October 2021

Cloud RAN – Technology Review and Market Challenges

Overview:

The transition of the Radio Access Network (RAN) from a standalone, integrated network into a disaggregated, virtualized network solution has already begun. Over the next few years, this will be accompanied by a gradual transition from single vendor RAN networks into multi-vendor network solutions and ultimately the replacement of proprietary RAN interfaces with equivalent open interfaces. 

This report provides an overview of 5G’s emerging, virtualized and disaggregated RAN architecture and highlights the benefits as well as the considerable technical and business challenges that must be overcome. 

Table of Contents:

  • Key Business Assumptions
  • Introduction
  • Tech Focus
  • DU Whitebox Reference Architecture
  • Overview of DU Hardware
    • Central Processing Units (CPU)
    • Hardware Acceleration Cards
    • Network Interface Cards (NICs)
    • Memory Interfaces and Ports
  • DU Software Architecture
    • NFVI Layer
    • vRAN Software Layer
    • Management and Orchestration (MANO)
    • OpenStack and Kubernetes
    • Commercial Deployments
  • Viewpoint

Number of Pages: 13

Author: Gareth Owen

Infrastructure Insights – Cloud RAN News Dominates 3rd Quarter

Overview:

Although a quieter period for 5G RAN product launches, the third quarter of 2021 was nevertheless a busy time with a steady stream of news throughout the period. Highlights included several announcements from Rakuten, including the launch of its Symphony telco platform and its first vendor win, plus plans by several MNOs to deploy commercial cloud RAN infrastructure. 

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 NEC. 

Table of Contents:

  • Snapshot
  • Overview of Quarter
  • 5G RAN Product Launches
  • Cloud RAN Trends
  • Open RAN News
  • Nokia's FP-5 IP Routing Chip
  • US Rural Wireless Market
  • Vendor Focus: NEC
  • The Charts Page
  • Private Networks and IoT
  • 5G SA Core
  • Semiconductor Back Page

Author: Gareth Owen
Number of Pages: 14

Rakuten’s Future – Operator, Vendor or Something Else?

Overview:

August was a busy month for Rakuten Mobile. The Japanese operator announced its first major vendor contract with German Internet company 1&1 Drillish, launched its new Symphony telco platform, acquired the remaining shareholding in open RAN software vendor Altiostar and published its latest financial results. 

This report analyses Rakuten’s progress to date and discusses the significance of the company’s recent announcements as well as its ambitions and future role. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • 1&1 Drillish
  • RCP and Symphony
  • Target Markets
  • Cross-Selling Digital Services
  • Opportunities and Challenge
  • Latest Earnings Call
    • Financials
    • Network Roll Out
    • Subscribers
  • Viewpoint

Number of Pages: 12
Author: Gareth Owen
Publications Date: September 2021

FWA: The First 5G Killer App

Overview:

‘Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. FWA subscribers will need a new Customer Premises Equipment (CPE), which can either be indoor or outdoor. According to our latest research, cumulative 5G CPE shipments for FWA will cross the one billion mark by 2030.

This report provides an outlook on the 5G FWA subscribers and CPE forecasts. The report also provides a forecast on the 5G FWA global traffic and ARPU. The report analyses the market by type and by region. Looking into the operator strategies, FWA value chain, Chipset/Baseband, and CPE updates. A forecast till 2030 has been included in the report.

Table of Contents:

  • 5G FWA Overview
  • Frequency Availability
  • FWA Value Chain
  • Operators Strategy and Deployment
  • FWA CPE, 5G Modules, Chipset/Baseband Launches
  • FWA and Fixed Broadband Forecast
  • Broadband Subscription Forecast by Regions (NAM, LATAM, APAC, EU)
  • 5G FWA ARPU by Regions
  • 5G FWA Monthly Data Consumption by Regions
  • Global 4G/5G FWA CPE shipment Forecast
  • 5G FWA Household CPE ASP Forecast

Number of Pages: 41
Published Date: September 2021

Fixed Networks Star Performer in Nokia's 1H 2021 Turnaound

Overview:

Nokia’s 2021 revival continued during the second quarter driven by its non-RAN network infrastructure business, which accounted for virtually all the vendor’s revenue growth during the first half of 2021. Meanwhile, Ericsson continues to fire on all cylinders in most markets, – despite expected setbacks in mainland China – and won its biggest ever contract from US operator Verizon. 

This report provides a back-to-back review of Ericsson and Nokia’s recent second quarter 2021 results and provides a detailed insight into the business units and strategies of the two vendors. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Description of Business Units
  • Overview of Financial Results
  • Business Units Analysis
    • Ericsson
    • Nokia
  • Regional Trends
    • Ericsson
    • Nokia
  • Key Points
    • 5G Contracts
    • Market Share
    • China 5G RAN Tender
    • Non-RAN Businesses
    • Enterprise and Service-based Revenues
    • IPR Revenues
  • Viewpoint

Number of Pages: 14

Author: Gareth Owen

Publishing Date: August 2021

Infrastructure Insights – Massive MIMO and Cloud Dominate Quarter

Overview:

The second quarter of 2021 was a busy period with a steady stream of news throughout the quarter culminating in a raft of important announcements at MWC 2021 during the last week of June. Highlights during the quarter included various next generation 5G RAN product launches plus a series of collaborative announcements between incumbent vendors and the public cloud providers. 

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 Samsung Networks. 

Table of Contents:

  • Overview of Quarter
  • RAN Product Launches
  • C-Band in the US
  • Open RAN
  • Open RAN Controllers
  • Vendor Focus: Samsung Networks
  • Small Cells
  • Private Networks
  • 5G SA Core
  • Semiconductor Back Page

Number of Pages: 13
Publication Date: July, 2021

Open RAN – Will 2021 Be A Breakthrough Year?

Overview:

Open RAN was arguably the hottest topic in the telecoms world in 2020 driven predominantly by geopolitical rather than commercial forces. This momentum continues in 2021 but now backed by a concerted commercial push from several of the biggest Mobile Network Operators (MNOs) in Europe. 

This report assesses the state of open RAN market in 2021, identifying key target markets for open RAN in the short to medium term, as well as providing data on commercial open RAN deployments around the world. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Introduction
  • Key Target Markets
  • Radio and RAN Software Partnerships
  • Open RAN Deployments
  • Major Push By European MNOs
  • Vodafone UK and Samsung
  • Remote Rural Solutions
  • Viewpoint

Number of Pages: 14
Published Date: June 2021

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