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Tag: Samsung

Telco Cloud Deployment Tracker : Is 5G SA getting real?

At the start of 2023, we were hopeful that the year would be that of 5G SA. In the event, only seven deployments materialised in the first 6 months leaving a staggering 30 in our tracker as “in progress” and to be completed in the second half of 2023. In this report, we discuss how likely it is that these deployments will take place in 2023 or at all and if 5G SA still matters.

Telco Cloud Deployment Tracker: Will vRAN eclipse pure open RAN?

In this update, we present data and analysis on progress with deployments of vRAN and open RAN. It is fair to say that open RAN (virtualised AND disaggregated RAN) deployments have not happened at the pace that STL Partners and many others had forecast. In parallel, some very significant deployments and developments are occurring with vRAN (virtualised NOT disaggregated RAN). Is open RAN a networking ideal that is not yet, or never will be, deployed in its purest form?

Fixed wireless access growth: To 20% homes by 2025

Fixed Wireless Access (FWA) is becoming a mainstream proposition across urban, rural and developing environments. 5G is an important enabler but not the only one. Unusually, FWA will benefit almost all market players – fixed and mobile operators, vendors, investors and regulators. This report contains our 5-year forecast and recommendations for all players.

Samsung and Google versus Apple?

Apple is weakening Samsung Electronics’ grip in the high-end of the handset market, lowering the Korean company’s profitability and capacity to compete effectively. After a series of largely unsuccessful attempts to break into software and services, a daring option for Samsung is to seek a strong, strategic alliance with Google to enable both companies to mount a serious challenge to Apple’s dominance in the affluent demographic. Telcos could back such an alliance in return for a profitable role in the service layer. This report analyses the strategic rationale for such an approach.

Triple-Play in the USA: Infrastructure Pays Off

Triple-Play in the USA: Infrastructure Pays Off

Verizon and Comcast have invested in high bandwidth fibre and cable networks, whereas AT&T has until recently focused on U-Verse, an IPTV play. Which strategy is winning out and why? The answer is surprising and may transform the US and other markets, and there are parallels with Apple and Samsung’s ‘deep value’ strategies of investing in assets that are hard to replicate.