Service providers' ongoing movement to deploy fiber-to-the-premises services is helping drive up FTTx optical component revenues. A new Ovum report forecasts that FTTx optical components revenue will exceed $1 billion this year, up from $953 million in 2014. The research firm said that the demand for PON equipment--particularly optical line terminals (OLTs) and optical network terminals (ONT)--from aggressive carriers in China are driving the FTTx optics market to "record levels."
For the past three years, I've been saying that 2015 will be "the year when you will see small cells ramp up." Six months ago, I was getting pretty nervous because the firm orders had not come through and semiconductor backlog was weak. I felt like a weatherman predicting rain after a five-year drought... everyone wants to believe that it's true, but there is no evidence on the ground. Now, the drought is ending. Mobile operators have ended the endless field trials, and have moved toward reliance on small cells for network capacity and enterprise applications.
Infonetics/IHS expects the 2G/3G/4G mobile infrastructure market to drop from nearly $47 billion to $27 billion from 2014 to 2019.
Worldwide mobile phone shipments are set to increase by 6 per cent this year to reach 1.94 billion units, of which 1.28 billion will be smartphones. By 2018, total shipments will amount to 2.29 billion units, of which 1.90 billion will be smartphones.
Nokia Networks signed a framework agreement worth $970 million (€765 million) with China Mobile that will see the Finland-based company provide TD-LTE equipment to support the further rollout of the Chinese operator's domestic mobile network.
Deutsche Telekom and China Mobile have signed an agreement on the creation of a 50:50 joint venture in China that will focus on the development of connected car services and technology.
If we're talking about a coherent standard--one harmonized ecosystem, supporting LTE TDD alongside FDD--operators and vendors both benefit. Operators get to deploy (are deploying) services in the spectrum they have. Vendors get to develop TDD products (network and client) with global opportunities. Where so many telecom "hopes" fall flat, it's nice to see this one materialize. It's no albino squirrel, but it is pretty cool.
Apple's iPhone 6 and 6 Plus will go on sale in China on Oct. 17, giving the company a chance to regain market share in the world's largest smartphone market. Apple received approval from Chinese regulators to sell the phones only after it addressed privacy concerns that the regulators brought up in testing the phones.
The rapid and massive rollout of TD-LTE by China Mobile, the world's largest mobile operator, propelled Asia Pacific to $3 billion in LTE infrastructure revenue during 2014's second quarter. That helped make the region into the largest LTE revenue generator, accounting for 54 percent of total global LTE infrastructure revenues, according to Infonetics Research.
Apple, Samsung Electronics and other makers of high-end smartphones could face steeper hurdles in the Chinese market after operators there said they will cut the amount of money they pay to OEMs to subsidize smartphones. According to Bloomberg, the payment cuts could amount to around $3.9 billion.