Nokia Networks struck a $1 billion (€908 million) deal with China Mobile covering the supply of TD-LTE infrastructure, and separately announced it achieved a transmission speed of 19.1 Gbps during a 5G demonstration with SK Telecom.
Here in California, the term "squirrelly" means that your surfboard is unstable and makes quick and unpredictable turns at any time. We're seeing this in the Chinese mobile market now.
Despite ongoing economic uncertainty, overall worldwide capex spending remained strong this year. According to the Dell'Oro Group, service providers continued to make network investments in the first half of this year and many have not made any significant changes to their guidance for the year.
Ericsson and China Mobile are claiming an industry first in Beijing with the live demonstration of LTE TDD three carrier aggregation, including 256 QAM modulation scheme to increase speeds even more.
M&A activity was also higher in 2014 than in 2012, with deals including Hutchison Whampoa's takeover of O2 Ireland in May 2014.
Alcatel-Lucent and China Mobile are claiming an industry first after completing what they described as the first live field trial of a virtualised radio access network (vRAN) based on network functions virtualisation (NFV) technology.
Alcatel-Lucent scored deals with China Mobile and China Unicom that will have it delivering mobile and fixed ultra-broadband access, IP routing, agile optical networking and network functions virtualization (NFV) capabilities, along with Nuage Networks' software defined networking (SDN) technologies and more.
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.