Wednesday, April 27, 2011

Canada's Rogers Picks Ericsson for LTE

Ericsson has been named sole supplier for Roger's LTE network. Ericsson will deploy all 4G/LTE radio sites with its new multi-standard radio base station, RBS 6000, and upgrade and expand Rogers' existing packet core network into an Evolved Packet Core (EPC) network, supporting the new LTE network. Financial terms were not disclosed.

Ericsson noted it has now signed commercial LTE contracts with six of seven of the top ranked operators by 2010 global revenue.

NETGEAR's Q1 Revenue Tops $279 Million, up 32% YoY

NETGEAR reported Q1 net revenue of $278.8 million, as compared to $211.6 million for the first quarter ended March 28, 2010, and as compared to $258.5 million in the fourth quarter ended December 31, 2010. Net income (GAAP) was $21.2 million, or $0.57 per diluted share.

Patrick Lo, Chairman and Chief Executive Officer of NETGEAR, commented, "We are extremely pleased with our first quarter 2011 performance, another quarter of record revenue and profit. We were carrying tremendous momentum out of a very strong fourth quarter, and our new products continue to exceed our expectations and enable us to gain market share. "Our impressive first quarter growth was driven by new products introduced in recent quarters. Particularly encouraging is the market's reception to our products in TV and mobile connectivity, Docsis 3.0 cable gateways, and business network storage. To continue the new product momentum, we introduced another 20 new products in Q1 2011, beefing up our portfolios in the areas of TV connectivity, Docsis 3.0 cable gateways, and security appliances."

Verizon Wireless Restores LTE Service -- No Cause Stated

Verizon Wireless restored service on its national LTE network on Thursday morning, roughly 24 hours after the outage began. The company has not yet commented on the cause of the problem nor whether subscribers would be compensated. Verizon Wireless has an estimated 560,000 LTE subscribers, including about 260,000 Thunderbolt smartphones.

Calix Reports Q1 Revenue of $71.5 Million

Calix reported Q1 revenue of $71.5 million, an increase of 48.3% compared to $48.2 million for the first quarter of 2010. GAAP net loss for the first quarter of 2011 was $22.8 million, or $(0.55) per basic and diluted share.

"Q1 was a record-setting quarter for Calix, and represented a strong start to fiscal year 2011," said Carl Russo, Calix president and CEO. "We executed well across all segments of our business, and reported results that were ahead of expectations. Our integration of Occam Networks is progressing quickly and smoothly, resulting in accelerating innovation across our Unified Access portfolio and deeper relationships with our over 900 customers."

Huawei Sues ZTE for Patent and Trademark Infringement

Huawei filed lawsuits in Germany, France, and Hungary against ZTE for patent and trade mark infringement.

Huawei alleges that ZTE is infringing a series of its patents relating to data card and LTE (Long Term Evolution) technologies and illegally used a Huawei-registered trademark on some of its data card products.

Huawei said it has invited ZTE on numerous occasions to enter into cross-patent licensing negotiations but was equally unsuccessful.

In response, ZTE said it is astonished that Huawei has taken this action because it "respects and adheres to international intellectual property laws and regulations without reservation, and absolutely rejects that there has been any patent and trademark infringement."

Infinera Posts Revenue of $93 Million

Infinera reported Q1 2011 GAAP revenues of $92.9 million compared to $117.1 million in the fourth quarter of 2010 and $95.8 million in the first quarter of 2010. GAAP gross margins for the quarter were 46% compared to 49% in the fourth quarter of 2010 and 39% in the first quarter of 2010. GAAP net loss for the quarter was $16.4 million, or $(0.16) per share, compared to net loss of $2.7 million, or $(0.03) per share, in the fourth quarter of 2010 and net loss of $20.0 million, or $(0.21) per share, in the first quarter of 2010.

"Our first quarter results were achieved based on continuing demand for our product portfolio from our existing customers, which reflects continuing steady growth in end-user demand for bandwidth, but we saw slower new footprint activity in Q1 versus a year ago," said Tom Fallon, president and chief executive officer. "Customers continue to show strong interest in our Photonic Integrated Circuit technology and in the field trial demonstrations of the differentiated features of our upcoming new products—our 40G transmission solution with FlexCoherent technology and our next-generation 500Gb/s PIC solution, which will support 100G transmission applications.

TeliaSonera Launches LTE in Lithuania with Huawei

TeliaSonera has launched the first commercial 4G / LTE service in Lithuania using the 1800 MHz frequency. Service is available in Vilnius, Kaunas, Klaipėda, Šiauliai and Panevėžys under the Omnitel brand.

The initial 4G network in Lithuania is supplied by Huawei and the 4G modems come from ZTE supporting 4G/3G/2G.

"It is a positive trend in European countries to offer technology neutral frequency bands which gives customers faster access to new technology such as fast mobile broadband like 4G. The early deployment of 4G on 1800 MHz in Lithuania is a good example of this. TeliaSonera builds out the mobile networks and modernise the infrastructure in the Nordic and Baltic countries. We have an expansive rollout plan based on the high customer demand for mobile data services," says Claes Nycander, CTO Mobility Services TeliaSonera.

TeliaSonera was the first operator in the world to commercially launch 4G. It now offers LTE in in Sweden, Norway, Finland, Denmark, Estonia and Lithuania.

STMicroelectronics Expands its Base Station Chip Portfolio

STMicroelectronics introduced a base station IC that integrates the RF frequency synthesizer and down-converter functionality in a single device. The new STW82100B series is aimed at compact, next-generation mobile network base stations and for equipment such as RF (radio-frequency) instrumentation and general wireless-infrastructure applications.

ST's high-quality BiCMOS process has been used to achieve this advanced level of integration, while also meeting all key performance requirements. ST chips implemented in this advanced technology process are already being widely used by major basestation manufacturers.

"This family of products shows the effectiveness of silicon-germanium (SiGe) integration in challenging RF applications and demonstrates, once more, the potential of ST's proprietary BiCMOS technology," said Flavio Benetti, Marketing Director of ST's Networking and Storage Division. "Today, ST is also successfully serving other markets such as optical communications applications with BiCMOS process options offering high-speed transistors operating at up to 230GHz FT / 280GHz FMAX."

PMC-Sierra Posts Q1 Revenue of $157 Million, up 3% YoY

PMC-Sierra reported Q1 2011 net revenues of $157.4 million, a year-over-year increase of 3% compared with $152.8 million in the first quarter of 2010, and slightly lower than net revenues of $159.3 million in the fourth quarter of 2010. There was a GAAP net loss of $7.7 million (GAAP net loss per share of $0.03) compared with GAAP net income in the first quarter of 2010 of $27.0 million (GAAP diluted net income per share of $0.12).

"We have been working diligently with our customers to reduce inventories and we currently anticipate a resumption of growth in the second quarter of 2011, led by our enterprise storage business," said Greg Lang, president and chief executive officer of PMC-Sierra.

Verizon Charts a new Carbon Intensity Metric

Verizon has a carbon intensity metric to quantify its energy efficiency in moving a terabyte of data across its global backbone. The new measurement, which was developed by Verizon's Sustainability Office and tested over the past 12 months, showed an improvement of approximately 15 percent in the company's carbon efficiency, from 2009 to 2010. Verizon is aiming for a further 15 percent improvement in 2011.

The metric is derived by first combining Verizon's total carbon emissions (in metric tons) from the electricity, building fuels and vehicle fuels used to run the company's business. Then, that total is divided by the number of terabytes of data that the company transports across its network. (One terabyte equals about 300 feature-length movies.) Verizon transported 78.6 million terabytes across its global network in 2010 – an increase of about 16 percent, compared with 2009.

Verizon said this metric will help it to better assess the success of its sustainability efforts and where it needs to focus more attention to continue improving.

"We want to make sure our sustainability claims are backed up by solid methodology and numbers that we can share with everyone," said James Gowen, chief sustainability officer for Verizon. "We developed this metric because we are a network company, and our core measure is the amount of information we transport on our network. So this ratio is closely aligned with our business and will allow us to assess how we are becoming more energy efficient even as our business expands."

Chunghwa Telecom FTTx Nears Half of Broadband Subscribers

More than 48% of Chunghwa Telecom's broadband subscribers in Taiwan are now served by FTTx as the migration away from ADSL continues to gain pace. The carrier now estimates that its FTTx footprint will reach 80% of the island by 2015.

For Q1 2011, Chunghwa Telecom's total consolidated revenue increased by 5.8% year-over-year to NT$52.48 billion, of which 43.5% was from the mobile business, 11.6% was from the internet business, 36.6% was from the domestic fixed business, 7.2% was from the international fixed business, and the remainder was from others.

The company said it maintained its growth trajectory despite Taiwan's tariff reduction that came into effect on April 1, 2010, thanks to an increase in mobile VAS, handset sales and internet services.

For the mobile business, total revenue for the first quarter 2011 amounted to NT$22.84 billion, representing a year-on-year increase of 2.8%, mainly due to growth in mobile VAS revenue relating to smartphone promotions and handset sales which offset the decline in mobile voice revenue. The decline of mobile voice revenue was primarily resulting from the shift of pricing right for fixed to mobile calls from mobile to fixed operators.

Chunghwa's internet business revenue increased by 3.6% year-over-year to NT$6.08 billion in the first quarter of 2011, mainly attributable to growth in the number of broadband subscribers and the migration of ADSL subscribers to fiber solutions.

For the first quarter of 2011, domestic fixed revenue totaled NT$19.20 billion, representing an increase of 11.6% year-over-year. Local revenues increased by 24.3% year-over-year, mainly due to the shift in pricing right for fixed to mobile calls.

Broadband access revenue, including ADSL and FTTx, increased by 3% year-over-year to NT$5.23 billion. Although ADSL access revenue decreased as more ADSL subscribers migrated to fiber solutions, the decrease was fully offset by growth in FTTx access revenue.

Total broadband subscribers amounted to 4.4 million as of March 31, 2011.

FTTx subscribers as a percentage of total broadband subscribers increased from 40.4% at the end of March 2010 to 48.1% at the end of March 2011. In the first quarter of 2011, FTTx revenue reached 63.2% of total broadband access revenue.

HiNet broadband subscribers totaled 3.61 million at the end of March 2011, a year-over-year rise of 1.9%.

As of March 31, 2011, Chunghwa had 9.78 million mobile subscribers, an increase of 4.5% compared to 9.36 million at the end of Mach 2010.

Chunghwa gained 177 thousand net additions to its 3G subscriber base during the first quarter of 2011, recording 13.7% year-over-year growth and bringing the total to 5.60 million as of March 31, 2011.

Huawei Delivers 2 x 100GE Router Line Card

Huawei introduced a "200G" line card for its high-end NE5000E router. This 200G line card, consisting of a mother card and daughter card, will be delivered with two types: 2 x 100GE and 20 x 10GE. The mother card is backward compatible with the daughter cards of legacy 100G line cards. In addition, the mother card supports multiple hot-swappable daughter cards for operators to choose from.

When deployed on a Huawei NE5000E high-end router, it additionally enhances the port density to 256 100GE ports or 2560 10GE ports, and improves the forwarding capability of the "2+8" NE5000E cluster system to 50 Tbps.

The new line card leverages Huawei's Solar chipsets, including its high performance forwarding engine chip, switch fabric chip and traffic management chip, as well as next-generation energy-saving technologies such as MIP (Macro Instruction for Packet Processing). Huawei said its 200G line card is able to achieve line-rate forwarding of services and additionally maintain minimum power consumption lower than 2.62 W per GE.

Hu Kewen, President of Huawei's Carrier IP Sub-Product Line, said, "operators' demands for larger-capacity ultra-broadband networks to carry high-value services is the essential drive behind our development of the 200G line card."