Searching Weekly Analysis
Searching Weekly Analysis
China has been investing billions of dollars in core technologies from semiconductors to artificial intelligence to ensure it reduces its reliance on external, particularly US, vendors and patents. This has been policy for years, but the vast country will redouble its efforts in the face of current trade and national security disputes, and particularly the US sanctions against Huawei. Huawei itself has been increasing its own technology self-reliance in recent years. With ZTE, it is the largest contributor to 5G essential patents. It has developed many key components within its HiSilicon semiconductor arm, and now has processors for servers and smartphones, plus many other chips such as 5G modems. Now, amid the climate of US hostility, it is not only…
It was hard to imagine a trade war with more impact on the telecoms industry than that between the USA and China, but then hostilities erupted between Japan and South Korea, both of them pivotal to 5G R&D, electronics and deployment. Long-running tensions over various issues, some dating back to World War II, have apparently escalated in the course of the two countries negotiating a new trade deal. This has led to Japan threatening to halt exports of three chemical compounds (hydrogen fluoride gas, fluorinated polyimide, and EUV photoresists), which are critical to smartphone manufacture, to Korea. Since Japan produces more than 90% of the world’s supply of these chemicals, and Korea produces about one-quarter of the world’s smartphones, the…
News out of China last week, mostly interpreted by the local Asia Europe Clean Energy Advisory group (AECEA), is that China will order more solar than expected during 2019. This is likely to still represent a fall of something close to 5% from last year, but the way this has happened does not mean that future years will be similar. As we have said in the past, the first half up to May the Chinese National Energy Administration was really trying to get as much solar to come in at unsubsidized rates, and so left subsidies until later. Fresh subsidized auctions have now been completed around a feed-in tariff averaging $0.048 per kWh, which should lead to some 22.8 GW…
Three products down, none to go. OTT video technology vendor Ooyala continues to shrink at an alarming rate as CEO Jon Huberman succeeds in recuperating the books following last year’s disastrous $500 million asset write down which killed off the ad tech division. The latest casualty is the sale of the Ooyala Flex Media platform to media asset management (MAM) firm Dalet for an undisclosed fee and if the announcement is 100% accurate, it leaves Ooyala in the bizarre position of having no products whatsoever. So, what remains of Ooyala now after shipping off its two core products and losing the other? Following the deal with rival vendor Brightcove earlier this year, buying the Ooyala Online Video Platform (OVP), the…
Vendors and service providers far and wide across the OTT video landscape are positioned to prosper greatly from the rise of CDN revenues, triggered in part by the adoption of protocols including Secure Reliable Transport (SRT) which are fundamentally altering the industry’s technical foundations. While North America rules the roost today in terms of CDN IP traffic by region, hovering at around 50 Exabytes (EB), Asia Pacific is forecast to blast past the rest of the world in 2021, going on to around 250 EB by 2024 and leaving North America in the dust at 150 EB by this time. While AVoD will spearhead Asia Pacific’s rise and North America and Europe will continue to thrive from SVoD services, they…
Technicolor’s WiFi XL product launch from last week was a minefield of mysteries and the French vendor has since confirmed that there is much more than meets the eye – delicately hinting that some drastic WiFi industry shifts are fast approaching. Straight off the bat, our suspicions that AirTies was somehow involved in the new whole home WiFi software launch were confirmed, as Technicolor’s VP of Product Management for Broadband Solutions, Geert Matthys, was eager to reiterate that WiFi XL is not a direct competitor to the WiFi Doctor business it sold to the Turkish WiFi specialist earlier this year. “WiFi XL is not a replacement to the division we sold to AirTies, it is much more than that. We…
Consolidation struck twice in quick succession this week in varying fields of the video vendor ecosystem. UK IP video technology supplier Amino Communications has acquired Dutch video app developer 24i Media for a fee of €24.1 million ($27.1 million). The deal is a lesson in how legacy can be turned to advantage and 24i Media is an example of a rapidly rising software outfit which has targeted all the right markets – and rarely do we see an acquisition with such minimal overlap and highly complementary product lines. Amino agrees with our opening gambit, describing the long and short of the deal as all about integrating 24i’s smart framework with the Amino TV back-end with an immediate eye for increasing…
Just as the European Commission got a new president, the Federal Energy Regulatory Commission (FERC) in the US has just published figures which show a dramatic about turn in the approach of energy suppliers – dumping coal and nuclear in favor of renewables – wind and solar, while gas remains strong. While Ursula von der Leyen only won the president’s seat by 2% of the vote, she does have some new carbon taxation plans that might just have swung the newly elected green-leaning seats, which enjoyed success in the recent European elections. So, while the EUC now seems to be pretty set on implementing stronger environmental protections, data from the US shows that despite its president’s best attempts, coal is…
One area where it makes sense for operators and cloud providers to work together is in the emerging market of edge computing. Both have advantages to press in an area where the value chains remain very uncertain. The telcos offer a distributed network of locations and connectivity on which an edge network can be overlaid for at least some applications, particularly those based on mobility and public platforms, such as video delivery and gaming. The webscalers have cloud platforms and are established in the enterprise side of the market, which is more focused on on-premises edge nodes and indoor locations. While MNOs are weak indoors, webscalers have relied on a few centralized data centers, not a distributed system. The synergies…
Volkswagen and Ford have signed a cooperation agreement, which will see the pair develop electric vehicle (EV) and self-driving technologies. Part of the deal sees VW invest $2.6bn into Argo AI, which values the AI-focused startup at $7bn. Ford was an early investor in Argo, buying an undisclosed stake for $1bn back in 2017, and now the pair hold equal stakes – as VW is investing $1bn in cash, while committing another $1.6bn using its Autonomous Intelligent Driving (AID) subsidiary, which will be merged into Argo. To this end, AID’s headquarters is now becoming Argo’s European location, in Munich. While regulators could get involved, it looks like VW and Ford are beginning a process (Ford is selling Argo shares to…
MobiTV’s funding round of $21m two years ago was interpreted as the last chance for the one-time mobile video pioneer to get its newer Connect product off the ground. Connect, in turn, represented the company’s U-turn from serving telco titans with mobile technology to delivering big screen services to Tier 2 and 3 cable operators. Yet here we are with another $50m in funding, led last week by existing investor Oak Investment Partners, which is clearly impressed with MobiTV’s change of direction. It brings the company’s total funding to around $214m since its founding in 1999 and as with the previous funding round, the fresh $50m is intended to accelerate the expansion of MobiTV’s Connect software – shifting from its…
The open, multivendor RAN has been discussed for over a decade, but not achieved outside of WiFi (and only imperfectly there). In 5G, traditional operators and emerging private service providers and neutral hosts are more urgently focused on the issue because of the twin needs to reduce the cost of building another new network, and to be far more flexible in supporting specific industries and use cases. Much of the early work is being done in small cells – they have a broader ecosystem anyway, and most at-scale deployments will be greenfield and so less challenging in terms of opening up or migrating a legacy network. A breakthrough came this week with Small Cell Forum’s release of its 5G FAPI…
The smart factory is simultaneously one of the most talked-about, and most challenging sectors for 5G. Visions of digital twins, advanced robots and autonomous trucks often fade when confronted with the long replacement cycles for factory equipment and the heavy incumbency of wired robots and even optimized low latency WiFi. There is still a deathly silence about 5G at many manufacturing conferences – earlier this year, there was stark contrast between the chatter about smart factories at Mobile World Congress (MWC) and the lack of interest in 5G at a similarly large manufacturing show, the Hannover Messe. Even Qualcomm urged caution recently. Gerardo Giaretta, head of Industry 4.0 at the chip company, said recently that 5G would affect the Industrial…
One area where it makes sense for operators and cloud providers to work together is in the emerging market of edge computing. Both have advantages to press in an area where the value chains remain very uncertain. The telcos offer a distributed network of locations and connectivity on which an edge network can be overlaid for at least some applications, particularly those based on mobility and public platforms, such as video delivery and gaming. The webscalers have cloud platforms and are established in the enterprise side of the market, which is more focused on on-premises edge nodes and indoor locations. While MNOs are weak indoors, webscalers have relied on a few centralized data centers, not a distributed system. The synergies…
Operators have been moving their core networks to the cloud far more slowly than most observers had expected a few years ago. Although the packet core has often been the first element to be virtualized, most early movers have deployed only limited core functions as virtual network functions (VNFs). However, the move from the first 5G Non-Standalone (NSA) deployments to full Standalone systems, which require a 5G core, will be a significant trigger. Many of the promises of the full 5G model rely on a flexible, cloud-native core, and we will see a rising tide of operators moving on from merely virtualizing the core on off-the-shelf hardware, to implementing a fully cloud-based platform built around microservices and containers. Another major…
Last month it was Amazon which was supposedly keen to buy Sprint’s Boost Mobile unit, which it plans to divest to help soften regulators’ views of its proposed merger with T-Mobile USA. Then, last week, Google was reportedly in the frame via a tie-up with Dish Network, another likely bidder for Boost. Google quickly denied such an alliance, but the merry-go-round of speculation over the fate of a fairly minor part of the Sprint business highlights the uncertainty over whether the web giants really do plan to get into mobile connectivity, with disruptive impact on the US telecoms market. From the point of view of Sprint and TMO, although interest from Amazon or Google could push the price of Boost…
Ursula von der Leyen is not a name that slips lightly off the tongue, but you’d best learn to say it, it is odds-on that she will become the new EU Commission president, and her opinion on CO2 emissions is likely to shape policy. Listening to her performance as she pitched members of the EU this week she is said to be uncertain of getting the votes she needs to make it to Commission President, primarily because her position on Climate Change does not go far enough to satisfy the newly elected Greens. Leyen certainly took a stab at that, and after she had laid down her position on child poverty, youth unemployment, child care, and vocational training and taxing…
The 5G roll-out is as much about fiber as wireless. Nokia executives have often said that 5G is a wireline network as well as a cellular one, and the company has supported that view by abandoning a previous strategy to focus only on mobile broadband, and invest heavily in wireline technologies courtesy of the acquisition of Alcatel-Lucent. Ownership of fiber, or affordable access to it, is critical to the 5G business case. One reason why Japanese operators can move rapidly and boast of far lower capex levels than most of their counterparts elsewhere is the fiber situation. Market leader NTT Docomo says it has invested steadily over recent years in upgrading and expanding its fiber – to support enhanced backhaul,…
The European Union has rejected the European Commission’s recommendation that the WiFi-based (802.11p) ITS-G5 standard be mandated as the requirement for vehicle-to-X (V2X) capabilities, in a recommendation that did not make any room for the Cellular-V2X (C-V2X) technology favored by the GSMA community. This has opened the door for C-V2X, but it is important to note that this win is not equivalent to the EU mandating C-V2X. Given the number of times this decision seems to have flip-flopped back and for, this hardly seems the end of the process. Some 21 of the 28 member states, including the three countries with major automotive markets (France, Germany, Italy) voted against the EC proposal, but the European Transport Commissioner has said that…
Swedish video synchronization specialist Net Insight is pulling off something of a resurgence after winning a significant extension deal at Swisscom along with a smaller deployment at Input Media. We have suggested on numerous occasions that despite impressive demos, Net Insight’s struggles to win major accounts was because the technology was ahead of its time. Is that time now? Swisscom Broadcast, the Swiss telco’s broadcast wing, has tapped Net Insight’s terabit Nimbra 1060 IP platform to support live contribution after Swisscom Broadcast recently won new projects for its contribution network leading to the expansion of its core media network, as well as supporting IPTV services, audio, and video surveillance. Nimbra’s bread and butter however is enabling live events. So, in…