Light Reading
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
Video

Small-Cells Shakeout Looms

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
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. 




Flash Poll
LRTV Huawei Video Resource Center
Network Solutions Help the Philippines Jump Ahead

9|17|14   |   2:59   |   (0) comments


In the past, the Philippines has under-invested in technology. Now, the CEO of Softshell talks about how Huawei products help the Philippines jump ahead as the economy improves.
LRTV Huawei Video Resource Center
VCS Observation for Safer Cities in the Netherlands

9|17|14   |   5:20   |   (0) comments


Holland's VCS Observation has been operating for 22 years. Its main goal is to get cities safer. CEO Wim van Deijzen tells us some of the challenges his company faces and how Huawei is helping to overcome these challenges.
LRTV Huawei Video Resource Center
A Conversation With Serbia's Ministry of Interior

9|17|14   |   4:38   |   (0) comments


At HCC 2014, the Assistant Minister of the Ministry of Interior of the Republic of Serbia talks to us about his projects and corporation with Huawei. Solutions like Safe City and E-Government and services like cloud computing are just some of the areas his department is interested in.
LRTV Huawei Video Resource Center
IHS Analyst Discusses eLTE at CCW 2014

9|10|14   |   7:09   |   (0) comments


Thomas Lynch, associate director of critical communications at IHS Technology, talks about broadband in critical communications.
LRTV Huawei Video Resource Center
TCAA on Huawei eLTE: A Broadband Solution for Mission-Critical Communications

9|10|14   |   2:29   |   (0) comments


At CCW2014 in Singapore, the TCCA's Phil Kidner talks about the importance of broadband data for critical communications.
LRTV Custom TV
Spotlight on Cisco: SDN for Optical Networks

9|8|14   |   9:27   |   (0) comments


Cisco's Greg Nehib talks OpenFlow and more on the 'Software-Defined Networking for Optical Networks' panel at the Big Telecom Event in June 2014.
LRTV Custom TV
Cisco's Evolved Programmable Network (EPN)

9|8|14   |   4:05   |   (0) comments


A look at the various demos Cisco showed at Light Reading's Big Telecom Event highlighting Cisco's EPN innovation and how SDN and NFV technologies are enabling a variety of new services.
LRTV Huawei Video Resource Center
The Future of Ultra-Broadband, With Kevin Kelly (UBBF2014)

9|5|14   |   1:13   |   (0) comments


If you think the technological changes we've seen up to now are astounding, just wait until you see what the future has in store. Discuss upcoming breakthroughs with Kevin Kelly, Founding Executive Editor of Wired Magazine, at the Huawei Ultra-Broadband Forum on September 24.
LRTV Huawei Video Resource Center
The Inaugural Optical Innovation Forum in Nice

9|2|14   |     |   (0) comments


More than 170 attendees from network operators, service providers, analyst firms, and component companies from around the world convened in Nice in June for the inaugural Optical Innovation Forum, co-produced by Huawei and Light Reading.
Wagner’s Ring
Data Centers Drive Telcos Into the Future

8|28|14   |   2:20   |   (2) comments


Data centers are at the heart of key trends driving telecom -- network virtualization, the drive for increased agility, and the need to compete with OTT providers.
LRTV Custom TV
Why SPs Should Consider Cisco's EPN

8|27|14   |   5:40   |   (0) comments


Sultan Dawood from Cisco discusses Cisco's EPN, which enables SPs to build agile and programmable networks delivering new network virtualized services using Cisco's Evolved Services Platform (ESP).
LRTV Huawei Video Resource Center
Huawei’s Showcase @ Big Telecom Event 2014

8|26|14   |   2.56   |   (0) comments


SoftCOM is Huawei's framework for telecom business and network transformation. Haofei Liu, Solution Marketing Manager, Carrier Business Group, Huawei, showcases Huawei's SoftCOM architecture in this video.
Upcoming Live Events!!
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
Introducing 'The New IP'
Steve Saunders, CEO and founder, Light Reading, 9/11/2014
Glimpsing the Self-Driving Car
Dan Jones, Mobile Editor, 9/12/2014
AT&T to Launch WiFi Calling in 2015
Sarah Reedy, Senior Editor, 9/12/2014
AT&T: We'll Bundle Fixed Wireless & DirecTV
Mari Silbey, Independent Technology Editor, 9/15/2014
New NFV Forum Focused on Interoperability
Carol Wilson, Editor-at-large, 9/16/2014
Like Us on Facebook
Twitter Feed