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Service: 5G and networks

Nokia Surprises While Ericsson Grows 5G Footprint – But Dark Clouds Loom In China

Overview:

Nokia posted better-than-expected 1Q 2021 financials, including improved margins in the critical Mobile Networks division, suggesting that the vendor is closing its 5G portfolio competitiveness gap with rivals. Meanwhile Ericsson continues to increase its 5G footprint in the US and other markets and expects that this will continue throughout 2021. However, dark clouds loom in China for both vendors as Chinese operators prepare for the next 5G auction. 

This report provides a back-to-back review of the recent first quarter 2021 results from Ericsson and Nokia 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 Unit Analysis
  • Regional Trends
  • Key Points
  • Viewpoint

Number of Pages: 15
Author: Gareth Owen
Published Date: May 2021

5G FWA CPE to Cross 1 Billion Mark in Cumulative Shipments by 2030

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 at an impressive 47% CAGR over the next 10 years.

This report provides an outlook in 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 regions. 

Author: Neil Shah
Published Date: May 2021

Open RAN Radio Market: Product Availability Study

Overview:

Radio availability is one of the main Achilles heels of the open RAN story. This PPT presentation provides an overview of a study recently undertaken recently by Counterpoint Research to determine the availability of open RAN radios today. The study includes radios deployed or available today as well as those expected to become available during the next 12 months. Radios are segmented by application: outdoor (macro/small cell) and indoors; by type (single/dual/tri-band and MIMO/mMIMO) and by frequency band.

Table of Contents:

  • Introduction and Scope of Study
  • Counterpoint's Open/Cloud RAN and Edge Computing Research
  • Open RAN Radio Ecosystem
    • Radio Market Segmentation
    • Outdoor RU vendors: Macro and Small Cell
    • Indoor RU vendors: Sub-6GHz and mmWave
    • RU and Open RAN Software Vendor Partnerships
  • Markets and RU Specifications
    • Target Markets and Customers
    • MNOs' Open RAN MIMO Requirements
    • TIP's Evenstar RU Project
  • RU Product Availability
    • Counterpoint's Open RAN Tracker
    • Tracker Assumptions
    • Product Availability by Vendor (Total Market)
    • Product Availability by Vendor (Outdoors & Indoors)
    • Product Availability/Vendor by RU Type
    • Outdoor Macro Radios by Vendor
    • Outdoor Small Cell Radios by Vendor
    • Indoor Radios by Vendor
    • Massive MIMO Radios by Vendor
    • Outdoor Radios by Bands
    • Photo Gallery, Outdoor Market
    • Photo Gallery, Indoor Market
  • Key Issues
  • Summary & Conclusions

Number of Pages: 30
Author: Gareth Owen
Publication date: April 2021

5G Smartphone Shipment Forecast by Frequency Bands (Sub 6GHz vs Sub6 GHz+mmWave) 2019-2024

Overview:

‘5G smartphones are driving growth and shipments are expected to double by 2022 i.e. close to 560+ Mn in 2021. This forecast highlights the frequency supports for these handsets and 5G volumes split into the Sub 6GHz (<6GHz frequency)  bands and Sub 6GHz + mmWave bands (24Ghz and above frequency). The USA has a lead in the mmWave deployments with all mmWave capable smartphones in 2019 and 2020 were available in the USA. In 2021 many other countries are deploying the mmWave networks like Japan, Korea, etc. China is expected to have mmWave networks in 2022.

This forecast will help you to understand the availability of 5G smartphones with frequency splits Sub 6GHz and mmWave across regions and OEM’s. We have covered around 30+ smartphone brands and all the major regions with splits for APAC (China, India, Korea, Japan, and APAC Others.)’

Author: Parv Sharma
Published Date: April 2021

Tough Year Ahead for Nokia as Ericsson Increases Market Share

Overview:

January 2021 marked the launch of Nokia’s new strategy with a major focus on improving the competitiveness of the all-important Market Access division. In contrast, Ericsson continues to reap the benefits of its business revamp instigated by incoming CEO Borje Ekholm in 2017 with robust financials and a further extension in market share. 

This report provides a back-to-back review of the recent fourth quarter and full-year 2020 results from Ericsson and Nokia and provides a detailed insight into the business units and strategies of the two vendors.

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Ericsson
    • Overview of Results
    • Revenues by Business Unit
    • Revenues by Region
    • Key Business Developments
  • Nokia
    • Overview of Results
    • Revenues by Business Unit
    • Revenues by Region
    • Key Business Developments
  • Key Points
    • Market Share
    • Nokia's Mobile Access
    • Non-RAN Businesses
    • Financial Performance
    • R&D Investment
    • Enterprise and Service-Based Revenues
    • Future Risks
  • Viewpoint

Number of Pages: 16
Author: Gareth Owen
Published Date: February 2021

Nokia Outlines New "Best-of-Breed" Supplier-Integrator Strategy

Overview:

Following the announcement of the first phase of its new strategy in October 2020, Nokia provided more details on the strategy in December 2020, outlining key high-level strategic objectives along with details of a new operating model designed to better position the company for changing markets and provide improved alignment with customer needs.  

This report provides an overview of Nokia’s strategy presentation and assesses the impact of the corporate changes on the company and its customers. 

Table of Contents:

  • Snapshot
  • Key Businesses Assumption
  • New Business Units
    • Mobile Networks
    • Network Infrastructure and IP
    • Cloud and Network Services
    • Nokia Technologies
  • Key Points
    • Technology and Networks
    • Business Unit Restructuring
    • New Management Structure
    • Financials
  • Viewpoint

Number of Pages: 10:
Author: Gareth Owen
Publishing Date: December 2020

3Q 2020 Results: Ericsson Accelerates while Nokia Restructures

Overview:

5G is now being recognized as a key determinant of future economic growth by an increasing number of countries and mobile operators are under pressure to accelerate their 5G infrastructure deployments. With the absence of Huawei and ZTE from many markets around the world, there has been a renewed focus on the Nordic duo of Ericsson and Nokia. 

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

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Ericsson
    • Overview of Results
    • Revenues by Business Unit
    • Revenues by Regions
    • Ericsson Contract Wins
  • Nokia
    • Overview of Results
    • Revenues by Business Unit
    • Revenues by Regions
    • Nokia Contract Wins
  • Key Points
  • Viewpoint

Number of Pages: 16
Author: Gareth Owen
Published Date: November 2020

Leveraging Artificial Intelligence (AI) in 5G Mobile Networks in China

Overview: 

A PPT presentation which provides a detailed overview of the use of AI in 5G in China today. The presentation includes key AI use cases and trials being undertaken by major Chinese operators such as China Mobile, China Telekom and China Unicom as well as details of key initiatives and partnerships with major 5G infrastructure vendors and BAT big tech companies.

Table of Contents:

  • Overview of 5G in China
    • The Big Three Mobile Operators
    • 5G Roadmap in China
    • Mobile Network Vendor Ecosystem in China
    • Challenges Facing MNOs in China
  • Leveraging AI Technology in 5G
    • Key AI Enabling Technologies
    • Machine Learning in 5G
    • Deep Learning Algorithms in 5G
    • AI in 5G by Application
  • MNO Use Cases
    • Overview of Key AI Use Cases
    • Key Use Cases – China Mobile
    • Key Use Cases – China Telecom
    • Key Use Cases – China Unicom
  • Examples: MNO Trials
  • Huawei iMaster NAIE Deep Dive
  • Role of Tech Giants, BAT
  • Challenges
  • Key Takeaways

Number of Slides: 44

Authors: Wei Sun, Gareth Owen

Published Date: October 2020

Nokia – Is the Turnaround Still On-Track?

Overview:

Nokia is one of the true pioneers of the mobile industry but has been struggling in recent years due to a variety of factors. However, there are now encouraging signs that the company is overcoming two of its most pressing challenges: 5G equipment costs and cash generation and a turnaround looks likely in the coming years although the implications of the recent loss of a major RAN contract remain worrying. 

This report provides an overview of the Finish incumbent’s business units and provides a strategic assessment of its prospects as the mobile industry transitions from traditional proprietary infrastructure to virtualized and open-based technologies. 

Table of Contents:

  • Snapshot
  • Key Business Assumptions
  • Introduction
  • Nokia Business Divisions
  • Networks
    • Mobile Access
    • Fixed Access
    • IP Routing and Optical Networks
    • Global Services
    • Nokia Enterprise
  • Nokia Software
  • Nokia Technologies
  • Technology and Product Excellence
  • Nokia Business Strategy
    • Key Strengths
    • Weaknesses
    • Growth Opportunities
    • Threats
  • Summary and Viewpoint
  • Counterpoint Recommendations

Number of Pages: 37
Author: Gareth Owen
Published Date: September 2020

 

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