Showing posts with label Ovum. Show all posts
Showing posts with label Ovum. Show all posts

Wednesday, December 19, 2018

Ovum: 1.3 billion connections by the end of 2023

Global mobile connections will total ten billion by 2023 according to forecasts provided by Ovum and published by 5G Americas. Also, by the end of 2023, global 5G connections are expected to reach 1.3 billion, an industry trade organization composed of leading telecommunications service providers and manufacturers.

“Growth of LTE is unabated, as LTE added 239 million connections worldwide in the third quarter of 2018,” stated Kristin Paulin, Senior Analyst, Ovum. “Ovum forecasts that LTE will continue to grow well into 2022 and we will see a decline in subscriptions beginning around 2023 due to 5G growth. Regardless, GSM, HSPA and LTE will still be deployed worldwide in 2023.”



Some highlights from Ovum and 5G Americas:

North America

  • North America’s strong leadership in LTE will be replaced with early 5G connections building in 2019 and is forecast to reach 186 million 5G connections by 2023 for a 32 percent share of market.
  • Ovum forecasts 336 thousand 5G connections in North America by the end of 2019 representing 47 percent of total global 5G connections.
  • LTE achieved a penetration rate of 107 percent with 390 million LTE connections as of third quarter 2018, compared to the population of 365 million in North America. This penetration rate compares to the next two highest regions, Oceania, Eastern and Southeastern Asia at 87 percent and Western Europe at 71 percent.
  • 390 million LTE connections for net gain of 51 million new LTE customers year-over-year  
  • LTE is forecast to peak at about 473 million connections at the end of 2020 (including M2M)
  • 32 million 5G connections forecast in 2021 – 6 percent of all North American connections -- growing to 186 million 5G connections in 2023 and 32 percent of all North America connections

Latin America and the Caribbean

  • Latin America and the Caribbean continues steady growth of LTE connections and is forecast to reach more than half a billion LTE subscriptions by 2022.  
  • LTE continued its healthy growth with market share increasing from 26 percent to 37 percent year-over-year at the end of September 2018. 
  • 698 million total mobile wireless subscriptions including 257 million LTE connections; 78 million new LTE connections added year-over-year from 3Q 2017 and 17.5 million new LTE connections in 3Q alone
  • By the end of 2022, LTE is forecast to reach 510 million connections (forecast includes M2M) and a 67 percent share of market with total number of connections reaching 767 million


Global

  • Forecasts for LTE continue to show very positive growth with milestones of nearly 4 billion at end of 2018; more than 5 billion by 2020; and about 6 billion in 2022 at which time LTE growth will decline due to the mass market growth of 5G.  In 2023, LTE connections will decline to 5.7 billion when nearly 1 billion GSM connections and 2 billion HSPA connections will remain.
  • 5G will trend upwards beginning in 2019 with less than 1 million global connections; by 2020, this will grow to 37 million and then more than quadruple to 156 million in 2021; by 2022, 5G connections will exceed 500 million and the 2023 forecast puts 5G global connections at 1.3 billion.
  • 972 million new LTE subscriptions year-over-year from 3Q 2017; 35 percent growth
  • 3.7 billion LTE connections out of a total 8.45 billion cellular connections worldwide; worldwide market share for LTE is 44 percent   
  • LTE connections forecast to reach 6 billion by year-end 2022 (forecast includes M2M)
  • LTE global market share forecast to reach 61percent by year end 2022
  • 5G is forecast to reach 1.3 billion connections by the end of 2023


http://www.5gamericas.org/en/

Sunday, October 14, 2018

Intel + Ovum: How big is the 5G opportunity?

How big is the 5G opportunity?

Well, according to a newly released “5G Economics of Entertainment Report” commissioned by Intel and conducted by Ovum, it is forecast that over the next decade (2019-2028) media and entertainment companies will be competing to win a share of a near $3 trillion cumulative wireless revenue opportunity.

Experiences enabled by 5G networks will account for nearly half of this revenue opportunity (close to $1.3 trillion).

“5G will inevitably shake up the media and entertainment landscape. It will be a major competitive asset if companies adapt. If not, they risk failure or even extinction. This wave of 5G transformation will not be the purview of any singular industry, and now is certainly the time for all business decision-makers to ask: Is your business 5G-ready?” stated  Jonathan Wood, general manager of Business Development & Partnerships, 5G Next Generation and Standards at Intel

Some highlights:

  • 2022: 5G accounts for nearly 20 percent of total telecom revenues – $47 billion of $253 billion
  • 2025: more than 55 percent of total revenues – $183 billion of $321 billion
  • 2028: nearly 80 percent of total revenues – $335 billion of $420 billion. The average monthly traffic per 5G subscriber will grow from 11.7GB in 2019 to 84.4GB per month in 2028, at which point video will account for 90 percent of all 5G traffic.




Friday, July 20, 2018

T-Mobile discusses its Connect IoT program with Ovum's Mike Sapien



 A discussion of T-Mobile's CONNECT IoT Program, featuring Ovum's Mike Sapien, T-Mobile's Shelby Noakes and Lawrence Garcia.

T-Mobile US launches nationwide NB-IoT

T-Mobile launched its Narrowband Internet of Things (NB-IoT) service across the United States -- the first carrier to do so.

NB-IoT operates on spectrum guard bands, which T-Mobile describes as the network equivalent of driving down the shoulders on the highway. It is a low power, wide area network (LPWAN) LTE-Advanced technology boasting low power usage, long battery life and low device cost. T-Mobile was also first to trial NB-IoT in the U.S. last year.


Significantly, T-Mobile’s NB-IoT plan costs just $6 a year – one tenth of Verizon’s Cat-M plans – for up to 12 MB per connected device. Several NB-IoT modules based on Qualcomm MDM9206 LTE IoT modem are certified for use on T-Mobile’s network.

T-Mobile worked with Ericsson, Nokia and Qualcomm Technologies to deploy nationwide NB-IoT.

T-mobile also announced its new partner program, T-Mobile CONNECT, to help IoT solution providers collaborate and bring their products and services to market on T-Mobile’s network -- and into the hands of customers -- more quickly.

“We’re always innovating to bring customers the latest technology, and NB-IoT is the globally-preferred standard to power the rapidly expanding world of IoT applications,” said Neville Ray, Chief Technology Officer at T-Mobile. “So of course, T-Mobile is the first to bring NB-IoT to the U.S., lighting up new capabilities to connect massive numbers of devices at low cost.”

For applications that require more bandwidth and voice, T-Mobile also offers Cat-1 IoT Access Packs. In addition, the new T-Mobile CONNECT program will help IoT solution providers accelerate the development and commercialization of their products and solutions.

https://iot.t-mobile.com/

T-Mobile US to deploy Nokia 5G in 600MHz and 28GHz mmWave this year

T-Mobile U.S. announced plans to build out 5G in 30 cities this year and Nokia confirmed that its equipment has been selected for the rollout. T-Mobile will deploy its 5G RAN using both 600MHz and 28GHz millimeter wave spectrum.

Nokia will begin building the network during the second quarter of 2018, completing the deployment during 2020. Financial terms were not disclosed.

T-Mobile said New York, Los Angeles, Dallas and Las Vegas will be first to get 5G. Service, of course, will require a 5G smartphone and these are expected to launch early in 2019.

Nokia listed the following elements in T-Mobile's deployment:

  • Nokia AirScale baseband and remote radio heads supporting 5G NR, and ReefShark-enabled portfolio in the 600MHz and 28GHz mmWave spectrums. The Nokia 5G-ready AirScale radio access portfolio, which is software upgradable to full 5G services will provide enhanced RAN support for 4G and 5G T-Mobile subscribers
  • Nokia installed Core technologies will be enhanced to support 5G, implementing a cloud-native architecture, powered by the Nokia AirFrame data center solution, Subscriber Data Management, CloudBand and Cloud Packet Core
  • Nokia Mobile Anyhaul framework to enable ultra-broadband connectivity
  • Nokia Digital Experience and Monetization solutions will support 5G device management and Narrowband IoT (NB-IoT) solutions
  • Nokia CloudBand Management and Orchestration (MANO) software suite will automate cloud application deployment and lifecycle management
  • Nokia NetAct virtualized network management software provides capabilities for troubleshooting, assurance, administration, software management and configuration, and managing the smooth evolution to 5G
  • Nokia Global Services expertise, including automation to speed the rollout and analytics to help optimize network performance

Sunday, November 26, 2017

MEF 3.0 - A Start for Carrier Interfaces



The MEF 3.0 is a great step in the right directions, says Mike Sapien, Chief Analyst, Ovum, but remember that it is just a first step for intercarrier interfaces.

See video:  https://youtu.be/Y10to_iC5JA


Wednesday, August 28, 2013

Ovum: Global Optical Networking Market Rebounds Decisively in 2Q13

After a slow start to the year and five preceding quarters of lackluster sales, 2Q13 global optical networking (ON) revenue grew decidedly, according to global analyst firm Ovum. Results of US$4.08 billion for 2Q13 were 29 percent higher than they were in 1Q13 and 7 percent higher than the year-ago quarter. Most significantly, annualized spending grew to US$14.9 billion.

Some highlights from Ovum:

  • ZTE had its strongest quarter ever, solidifying its position behind Huawei as the second-ranked ON vendor. 
  • Annualized spending in Asia-Pacific, at over US$6bn, hit an all-time high. 
  • Demand in North America was also up significantly, benefitting Alcatel-Lucent, Cisco, Ciena, and Fujitsu. 
  • Growth in 100G remains a particular bright spot as annualized revenues exceeded US$1.6bn for the first time ever. 
  • Ovum is forecasting modest two percent growth this year to US$14.9bn.
  • Annualized revenues for CPO gear surpassed US$6bn for in the quarter (42 percent of total ON spending) and 100G port shipments in 2Q13 grew 61 percent, surpassing US$1.6bn for the 4-quarter period. 
  • ROADM and OTN switching were also up strongly from the year-ago quarter. 

“We always expect an uptick going into the second calendar quarter. However, sales of over US$4bn help dispel some of the fear generated by the slow start in 1Q13,” says Ron Kline, network infrastructure analyst at Ovum.  “100G revenue growth is pumping a lot of enthusiasm— and revenue— into the market and increasing the revenues for converged packet optical (CPO) and optical transport network (OTN) switching gear.”

“We’ve been hearing operators say ‘no more SDH/SONET spending’ for years. This is misleading, because what they really mean is no more spending for platforms specific to just that technology. They are eager to deploy CPO products that provide Ethernet and SDH/SONET on a converged platform,” said Kline.

http://ovum.com/press_releases/us14-9bn-global-on-market-rebounds-decisively-in-2q13/


Wednesday, January 9, 2013

Ovum: China's Smart Grid Opportunity for PON

 The deployment of smart grids by the State Grid Corporation of China (SGCC) is potentially a US$1.5–$2 billion opportunity to FTTx PON component and equipment vendors, according to global analyst firm Ovum.

 “We believe that the ultimate goal of a fiber-based smart grid is to support advanced communications services. Building a fiber-based smart grid communications network creates a very large market opportunity for PON vendors,” stated Julie Kunstler, Principal Analyst of Components at Ovum.

Ovum notes that several PON communications equipment vendors have developed products that meet smart grid requirements along with triple-play communications services.

http://ovum.com/press_releases/ovum-sees-a-us1-5bn-opportunity-for-pon-vendors-from-chinas-smart-grids/

See also