Light Reading
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        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. 




Flash Poll
From The Founder
Anshul Sadana answers questions from Steve Saunders, Light Reading's founder and CEO, about Arista's CloudVision, a global cloud network controller for workload orchestration and workflow automation delivering a turnkey solution for cloud networking.
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
LRTV Huawei Video Resource Center
Huawei ONS Product Demo

8|3|15   |   6:01   |   (0) comments


Huawei shows at Open Networking Summit 2015 in Santa Clara how its SDN and NFV solutions embrace openness.
LRTV Custom TV
End-User or Enterprise Benefits to the New IP

7|30|15   |   04:27   |   (1) comment


Andrew Coward discusses what the New IP means to end users or enterprise customers. He explains compelling reasons, including how every customer can get their own network, from the transformation to the New IP.
LRTV Custom TV
Network Visibility & the New IP

7|30|15   |   02:23   |   (0) comments


Mukund Srigopal provides an explanation of what network visibility is and how it is essential as service providers transition to the New IP. In addition, the importance of the network packet broker is discussed.
Between the CEOs
Video Exclusive With Basil Alwan, Alcatel-Lucent

7|24|15   |   26:44   |   (5) comments


Basil Alwan, President of IP Routing & Transport at Alcatel-Lucent, discusses virtualization, cultural challenges, the capex crunch and more with Light Reading founder and CEO Steve Saunders.
LRTV Custom TV
VDF: Enable the Financial With Mobile Money

7|20|15   |   06:53   |   (0) comments


Ian Ravenscroft discusses how operators can expand to occupy the entire digital services value chain through service innovation.
LRTV Custom TV
Telefónica on OSS Transformation

7|20|15   |   06:01   |   (0) comments


Jose Gonzales discusses the details of Telefónica's operation transformation program.
LRTV Custom TV
Judi Achmadi on Huawei's Cloud Storage Solution

7|20|15   |   03:33   |   (0) comments


Judi discusses the key business goals of TelekomSigma's public cloud service and how Huawei's solution helps them address challenges.
LRTV Custom TV
KPN Enlightening Digital Business & IT Transformation

7|20|15   |   06:19   |   (0) comments


Rob de Beer discusses the changes that operators need to make with service innovation now coming from the Internet world.
LRTV Custom TV
Stratus Telco-Grade Cloud Solutions & NFV

7|20|15   |   07:34   |   (0) comments


Ali Kafel from Stratus Technologies addresses high-availability concerns within the telco industry with a solution that enables telcos to provide high-availability and stateful fault-tolerance using a software-based approach.
LRTV Documentaries
The Six Million Dollar Business Man

7|20|15   |   01:52   |   (0) comments


Steve Saunders, publisher. A man barely alive after an acquisition malfunction imploded the company he founded. Gentlemen, we can rebuild Light Reading. Better, faster, stronger.
Between the CEOs
CEO Chat With Anukool Lakhina, Guavus

7|20|15   |   38:51   |   (1) comment


Guavus CEO Anukool Lakhina talks to Light Reading founder and CEO Steve Saunders about the role of operational analytics in the communications services and networking sectors, particularly in relation to IoT.
LRTV Custom TV
IBM's Flash Storage With Intel QuickAssist

7|20|15   |   03:18   |   (0) comments


Intel's Bev Crair and IBM's Eric Herzog discuss how IBM's V9000 Flash Storage System has helped customers around the world. Featuring real-time compression powered by Intel QuickAssist Technology, the V9000 is a next-gen flash storage solution.
Upcoming Live Events
September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
September 16, 2015, The Westin Galleria Dallas, Dallas, TX
September 16, 2015, The Westin Galleria Dallas, Dallas, TX
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
November 5, 2015, Hilton Santa Clara, Santa Clara, CA
November 17, 2015, Santa Clara, California
December 1, 2015, The Westin Times Square, New York City
All Upcoming Live Events
Infographics
To keep up with consumers' increasing digital lifestyles, an IT system and operating model overhaul is required using a modern BSS, IES and analytics.
Hot Topics
Eurobites: Nokia Seals HERE Sale
Paul Rainford, Assistant Editor, Europe, 8/3/2015
Cable Feuds With Senate Dems Over STBs
Alan Breznick, Cable/Video Practice Leader, 7/31/2015
Predictions Are Hard, Especially About the Future
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/31/2015
Like Us on Facebook
Twitter Feed
September 22, 2015
Media Begins With “Me”
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
I was pleasantly surprised when Ericsson recently agreed to let me interview its CEO, Hans Vestberg. Traditionally, mega-companies like Ericsson (or Cisco) have kept ...
Basil Alwan, President of IP Routing & Transport at Alcatel-Lucent, discusses virtualization, cultural challenges, the capex crunch and more with Light Reading founder and CEO Steve Saunders.
Cats with Phones
Comes With Free Phone Stand Click Here
Who says cats don't have any skills?