MWC 2024: Carrier Capex Doldrums
MWC 2024: Carrier capex looks likely to disappoint this year. Work should start on 6G next year, with deployments likely no earlier than 2028.
Tag Archives: ericsson
ERIC in Charge
AT&T’s deal with Ericsson providers them with a big discount, but risks putting Ericsson in the driver’s seat for O-RAN, short circuiting the strategic leverage AT&T seeks with its “open” network. AT&T is playing checkers. Ericsson is playing 5D chess.
Did AT&T and Ericsson Finish off O-RAN?
AT&T took the highly unusual step of moving to a single vendor for its RAN. There is no technical reason for this. Economics (probably with some subsidies) and a quest for “open” networks are more likely. Either way, this is not good for O-RAN.
How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
Global Comms Revenue Comparisons
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
Rumble on the Open RAN Boulevard
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.
A Battle in Wireless Networking Semis
There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.
Open RAN – Same as it Ever Was
Open Ran – This is not your beautiful house. This is not your beautiful car.
Nokia and Ericsson: Adrift
What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.
The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.