Industry Voices—Pongratz: Will surging IoT connections help the suppliers and operators?
After years or decades of disappointing growth, Wide-Area IoT connections – including cellular and non-cellular technologies – increased nearly 70% in 2018, growing at a much faster pace than expected. With global Wide-Area IoT connections
Massive MIMO Moves to Center Court in Barcelona
With so much focus on 5G, it can be easy at times to forget that the spectral efficiency upside with the ongoing shift from passive to active antenna systems is expected to be significantly greater than
The Twisted Road to 5G
With the announcements by the Korean mobile service providers and AT&T in the US, turning up 5G service in late 2018, this might be a good time to pause and reexamine the road to 5G – how
The Business Case for Cellular IoT
The Dell’Oro Group Telecom Capex report suggests that worldwide carrier revenue was flat in nominal USD terms for the first half of 2018, recording a fourth consecutive year of stable, low single-digit growth. So it
5G Mobile Backhaul isn’t All Fiber
Mobile radio technology is moving from 4G to 5G, but it cannot move in isolation. Operators learned this valuable lesson with the move to 4G. In particular, the transport layer, often referred to as mobile
Analyst Angle: 5G to dominate marketing—LTE to dominate capacity
In addition to the typical location asymmetries between data consumption and mobile infrastructure investments that characterized the first part of the LTE cycle (Figure 1), differing spectrum assets among the US operators coupled with the
Industry Voices—Pongratz: The outlook is improving for mobile infrastructure vendors
We just published our semiannual five-year mobile infrastructure radio access network (RAN) forecast, and we are pleased to report that we remain optimistic that the RAN market will grow over the forecast period. At a
Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger
There are four preliminary key takeaways with the T-Mobile and Sprint merger including 1) improved 5G momentum 2) capex synergies 3) three healthy players could be a positive 4) the deal will likely happen
Dell’Oro: Carrier capex expected to climb this year
Carrier capital spending is expected to pick up this year after an investment lull, according to new analysis from Dell’Oro Group.
Analyst Angle: Will 5G result in more or fewer mobile infrastructure radio vendors?
With commercial 5G radios targeting mobile applications being a probable reality by 4Q18, both new entrants and existing vendors are ramping up their R&D efforts in the hope of capitalizing on the impending shift from
