& cplSiteName &
Video

Small-Cells Shakeout Looms

10/10/2012
50%
50%
8:00 AM As Infonetics Research says small-cell volumes won't be big enough to support the current crop of vendors, I've chosen some potential M&A candidates
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Michelle Donegan
50%
50%
Michelle Donegan,
User Rank: Light Beer
12/5/2012 | 5:19:29 PM
re: Small-Cells Shakeout Looms


Why hasn't Cisco bought it's long-time small-cell partner ip.access? They've been working together for so long now -- mainly for AT&T and that femto rollout -- perhaps they are set in their ways.


But now that Cisco is working on an LTE small cell, I wonder if that kind of product development needs the sort of expertise that ip.access has brought in house. 


http://www.lightreading.com/document.asp?doc_id=222608


John Chambers told Bloomberg a few weeks ago that Cisco planned small acquisitions in the areas of video, collaboration, virtual data centers, mobility and security. I just wonder if small cells is going to be one of those acquisitions.


 

Michelle Donegan
50%
50%
Michelle Donegan,
User Rank: Light Beer
12/5/2012 | 5:19:27 PM
re: Small-Cells Shakeout Looms


OK, if not Cisco, then what other vendors would be small-cell acquirers? Who doesn't have the small-cell expertise they really need?

gtchavan
50%
50%
gtchavan,
User Rank: Light Beer
12/5/2012 | 5:19:24 PM
re: Small-Cells Shakeout Looms
This is the market for high density urban areas in the far east and India. Don't be so quick to write it off. Korea will be the first others will have to follow.
Michelle Donegan
50%
50%
Michelle Donegan,
User Rank: Light Beer
12/5/2012 | 5:19:23 PM
re: Small-Cells Shakeout Looms


I don't think I'm writing it off. I'm saying some kind of consolidation looks certain given the Infonetics Research view that small-cell volumes won't be big enough to support all the players who want to get into this space. 


I think that can include not just the access point vendors, but lots of other players such as all the companies with backhaul products for small cells, the chipset vendors, gateway providers, or even the analytics firms that help operators determine where small cells should be located.


Seems to me it's not clear just how big the market is actually going to be.


Good point about South Korea and India. I'd like to know more about how operators in those markets are getting on with their small-cell plans and deployments.

Michelle Donegan
50%
50%
Michelle Donegan,
User Rank: Light Beer
12/5/2012 | 5:19:23 PM
re: Small-Cells Shakeout Looms


Thanks, Nir. That's a good point. In this blog I focused only on the access point side of the small-cell market, but there are other areas that will also be ripe for consolidation -- wireless backhaul, chipsets are examples.

nircrad
50%
50%
nircrad,
User Rank: Light Beer
12/5/2012 | 5:19:23 PM
re: Small-Cells Shakeout Looms


Hi Michelle!


Great video - I agree with every word you said. I think that is addition to small-cells, there is the backhauling subject that is still open and will be consolidate at a later stage


Nir Cohen


Siklu

neil.coleman.actix
50%
50%
neil.coleman.actix,
User Rank: Light Beer
12/5/2012 | 5:18:52 PM
re: Small-Cells Shakeout Looms





Agree on the market consolidation


The market is taking longer to develop than people thought.  


With residential femto's its mature but larger metro cell / pico technologies are still in their early stages.  Wi-Fi offload is also dampening small cell adoption.


In addition there are a lot of pieces (backhaul, OSS, processes)  that need to be in place to make none residential small cells to work. I think this complexity is putting operators off and delaying decisions. 




Educational Resources
sponsor supplied content
Educational Resources Archive
From The Founder
Kicking off BCE 2017, Light Reading founder Steve Saunders lays blame for NFV's slow ramp-up and urges telecom to return to old-fashioned standards building and interoperability.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Women in Comms Introduction Videos
Infinera's Sales Director Paints Tech's Big Picture

6|21|17   |   4:14   |   (1) comment


Shannon Williams, Infinera's director of sales, shares how she achieves work's many balancing acts -- between her role and the broader company, today and tomorrow's tech and more.
LRTV Custom TV
SD-WAN Innovation & Trends

6|20|17   |     |   (0) comments


Versa CEO Kelly Ahuja discusses with Carol Wilson the current status and trends in the SD-WAN market, Versa's innovation around building a software platform with broad contextualization, and the advantages that startups can bring to the SD-WAN market.
LRTV Interviews
Ovum's Dario Talmesio on 5G in Europe

6|20|17   |   02:16   |   (0) comments


At 5G World 2017, Dario Talmesio, principal analyst and practice leader on Ovum's fixed and mobile telecoms European team, explains the emerging trends amongst European operators as they prepare for 5G.
LRTV Custom TV
Putting Power on a Pedestal

6|19|17   |     |   (0) comments


ARRIS's John Ulm says a major accomplishment of SCTE•ISBE's Energy 2020 program is increased focus on power cost and consumption, including inclusion of energy requirements in operators' RFPs and RFIs.
LRTV Custom TV
Gigabit Access: The Last-Mile Pipe for All Future Services

6|19|17   |     |   (0) comments


A Gigabit access platform being deployed today must be able to deliver all types of services to an increasing number of devices. A non-blocking architecture is necessary to support the ever-increasing growth in bandwidth demand. The Huawei Gigabit access solution is based on a distributed design that is fully scalable to deliver a unprecedented performance.
LRTV Custom TV
Key Factors to Successfully Deploy an SD-WAN Service

6|19|17   |     |   (0) comments


As service providers transition their SD-WAN solution from trials and limited deployments into production at large scale, there are important considerations to successfully operationalize these solutions and realize their full potential, without adding complexity, introducing uncertainty or disrupting current business operations. Sunil Khandekar, CEO and Founder ...
LRTV Custom TV
IoT Solutions: Rational Exuberance

6|19|17   |     |   (0) comments


IoT solutions are morphing from hype into viable business opportunities. Huawei has the platform and ecosystem support to help carriers successfully address new business opportunities in the IoT space.
LRTV Custom TV
Realizing ICN as a Network Slice for Mobile Data Distribution

6|19|17   |     |   (1) comment


Network slicing in 5G allows the potential introduction of new network architectures such as Information-centric Networks (ICN) as a slice, managed over a shared pool of compute, storage and bandwidth resource. Services over an ICN slice can benefit from many architectural features such as Name Based Networking, Security, Multicasting, Multi-homing, Mobility, ...
LRTV Interviews
Ovum's Mike Roberts on 5G Uptake

6|19|17   |   04:08   |   (0) comments


Mike Roberts, research director for Ovum's service provider markets group, explains why he has boosted his 5G subscriptions forecast.
LRTV Interviews
AT&T's Hubbard on Intersection of SD-WAN & MPLS

6|15|17   |     |   (0) comments


Rick Hubbard, SVP of Network Product Management for AT&T Business Solutions, discusses how AT&T's approach to SD-WAN fits in with its overall virtualization strategy, explains how SD-WAN can improve enterprise customers' use of the cloud and addresses the intersection of SD-WAN and MPLS.
Telecom Innovators Video Showcase
Keep Connected IoT Devices Under Control With Allot

6|15|17   |     |   (0) comments


Allot AVP of International Pre-Sales, Daniel Keidar, explains how communications service providers can protect infrastructure and service availability from flooding attacks caused by malfunctioning or bot-infected devices connected to their network.
LRTV Custom TV
ZTE 5G World Highlights

6|15|17   |     |   (0) comments


ZTE showcases its leading 5G innovations at 5G World in London.
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
Verizon Warns of $500M Hit From Yahoo Deal
Iain Morris, News Editor, 6/16/2017
Netflix's Lesson in Culture Expectation Settings
Sarah Thomas, Director, Women in Comms, 6/21/2017
Kalanick Steps Down as Uber CEO
Sarah Thomas, Director, Women in Comms, 6/21/2017
BT Tech Chief Makes Plea to 5G Chip Vendors
Ray Le Maistre, International Group Editor, 6/20/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Following a recent board meeting, the New IP Agency (NIA) has a new strategy to help accelerate the adoption of NFV capabilities, explains the Agency's Founder and Secretary, Steve Saunders.
One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
Animals with Phones
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.