Prediction: India-based vendors almost certain to capture less than 4% of global telco network infrastructure market in 2021 Prospects for 2021 The year 2021 is likely to see some significant shifts in vendor share in the global market for ...read more
Telco-webscale collaboration gains momentum in January 2021 One key research theme for MTN Consulting in 2021 is the impact of the cloud on how telcos run their networks. Among other things, this involves a growing level of collaboration between t...read more
Webscale sector’s capex push to bring many more data centers online in 2021-23 Capex surge from webscale operators will continue Technology spending by the webscale sector is on a tear. While COVID-19 depressed the telco sector in 2020, stron...read more
Cellnex steps into fiber and data center infrastructure through new joint venture with DT Europe’s largest cell tower specialist, Cellnex, is creating a joint venture with DT in the Netherlands for the two parties’ tower assets. DT’s contrib...read more
Autonomous vehicles and robots picking up steam and will impact network infrastructure For the last three years I’ve attended the annual Consumer Electronics Show (CES) in person in Las Vegas, Nevada. That wasn’t possible for last week’s sho...read more
Telco-Webscale Collaboration In our recently published capex forecast, we discussed how essential collaboration will be for the future of telecommunications network operators (telcos). In particular, collaboration with the webscale sector. Many...read more
After a prolonged hiatus, M&A activity in the semiconductor landscape ramped up significantly this year, nearing the record levels of 2015. The consolidation surge was particularly notable during the second half of 2020. These deals targeted many...read more
US crackdown on Chinese mobile apps to hit TikTok and WeChat; next step could affect their use of US technology This week the Trump White House issued separate Executive Orders banning US companies and people from transacting with either ByteDance...read more
"The COVID-19 impact is, of course, hard to assess..." With this comment, Ericsson's CEO has captured the general sentiment of the market. Many tech companies to report earnings over the last 1-2 weeks have withdrawn financial guidance. That inclu...read more
Tough times at Huawei in 1Q20 If you're a Huawei watcher - and who isn't in telecom nowadays - keeping up with the newsflow of the last few months has been a challenge. The company has long generated a lot of press, but this is different. Loo...read more