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Cisco Sees Optics Innovation, Manufacturing Automation in Luxtera
News Analysis  | 
12/18/2018  |  Post a comment
Why spend more than $600M on a company that makes optical transceivers? It wasn't just one product, but an entire automated manufacturing process that may help Cisco stay ahead of future bandwidth bottlenecks.
DT, Orange Prove Europe Remains Hostage to US, Chinese Tech
Morris Lore  | 
12/17/2018  |  1 comment
Two of Europe's biggest operators are desperate to wean Europeans off US and Chinese technology, but they are uncomfortably reliant on it themselves.
Infinera Restructures as It Absorbs Coriant
News Analysis  | 
12/14/2018  |  3 comments
The optical networking vendor said in a filing with the SEC that it will take a charge against earnings related to severance and other related costs.
5G Standard Hits Unexpected 3-Month Delay
News Analysis  | 
12/14/2018  |  5 comments
3GPP drops 'mini bombshell' at meeting in Italy this week, says an observer, with its announcement of unexpected delays to the 5G standardization process.
Ciena Signals Steady Growth & Smooth Sailing Ahead
News Analysis  | 
12/13/2018  |  Post a comment
The optical networking specialist is benefiting from 5G buildouts and webscale traffic monsters, and doing what it can to avoid sitting on a lead.
Orange Rules Out Huawei for 5G in France
News Analysis  | 
12/13/2018  |  Post a comment
French telecom incumbent deals the latest blow to China's biggest equipment vendor amid an international backlash.
Where Huawei Fears to Tread
News Analysis  | 
12/13/2018  |  1 comment
Growing restrictions on Huawei by governments and operators outside China could swiftly diminish its role in the global equipment market.
Djingo Unchained: Orange, DT Take AI Fight to US Tech Giants
News Analysis  | 
12/12/2018  |  Post a comment
Unveiling a new smart speaker in Paris today, the CEOs of Deutsche Telekom and Orange hope growing concern about data privacy will provide a spur to Europe's homegrown technology expertise.
Roller Coaster Ride for Lumentum
News Analysis  | 
12/11/2018  |  Post a comment
Optical components vendor will never forget December 2018.
Qualcomm v. Apple: Court Ruling in China Could Block iPhone Sales
News Analysis  | 
12/10/2018  |  Post a comment
A court in China has told Apple to stop infringing on Qualcomm patents and, in doing so, it called for Apple's subsidiaries to halt sales of the iPhone 6S, iPhone 6S Plus, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus and iPhone X.
How the West Can Hurt Huawei
News Analysis  | 
12/10/2018  |  2 comments
The arrest of Huawei's CFO on charges of fraud dominates headlines, but US hawks could seek to cripple Huawei in several ways.
Nokia Sitting Pretty After Week of Turmoil for Huawei, Ericsson
News Analysis  | 
12/7/2018  |  Post a comment
A backlash against China's biggest vendor and problems with Ericsson's software could translate into a glorious opportunity for the Finnish firm.
Huawei: The Signs Were There
News Analysis  | 
12/7/2018  |  1 comment
The US is ratcheting up the pressure on China with the arrest of one of its most senior technology executives.
Ciena Positioned to Profit From Huawei Backlash – Analyst
News Analysis  | 
12/6/2018  |  Post a comment
NeoPhotonics' exposure to China and Huawei is at 50%-plus of sales, Raymond James analyst says.
Ericsson Problem Leaves Millions Without Smartphone Services
News Analysis  | 
12/6/2018  |  1 comment
Swedish vendor says it is working with customers to identify root causes and solve the problem.
China Slams Huawei CFO's Arrest, Huawei 'Not Aware of Any Wrongdoing'
News Analysis  | 
12/6/2018  |  3 comments
China and Huawei respond with anger and denials after one of the Chinese company's most senior executives, the daughter of Huawei founder Ren Zhengfei, is arrested on North American soil.
5G Phone Designers Coping With 'Human Blockage'
Jonestown  | 
12/5/2018  |  2 comments
Fingers can block signals from the phone antenna, so phone designers will have to work around that.
Huawei Cut Out of BT's Mobile Core, Optical & Edge Plans
News Analysis  | 
12/5/2018  |  Post a comment
Following a Financial Times report this morning, the UK telecom incumbent has confirmed it will not use Huawei in multiple parts of its network.
BT Is Stripping Huawei From its Mobile Core Network – FT Report
News Analysis  | 
12/5/2018  |  1 comment
The UK telecom incumbent is tearing out Huawei equipment in apparent response to growing security concerns about the Chinese vendor.
Eurobites: Nokia & Qualcomm Trumpet 5G NR 'Milestone'
News Analysis  | 
12/4/2018  |  Post a comment
Also in today's EMEA regional roundup: CityFibre teams up with Arqiva on small-cell infrastructure in London; Sky falls in on Skyworth; Deutsche Telekom tops network test in Germany; Amazon Prime lands on TIM set-tops.
South Korea's 5G Lead May Bring Industrial Advantage
Morris Lore  | 
12/3/2018  |  Post a comment
All three mobile operators in South Korea have now launched 5G networks, and their focus is on the business rather than the consumer market.
Nokia Gets €250M 5G R&D Boost From Nordic Lender
News Analysis  | 
12/3/2018  |  Post a comment
Finnish equipment vendor says loan will help to make the Nordic region more competitive in the forthcoming 5G era.
Europe's Telcos Fret as Walls Close In On Huawei
Morris Lore  | 
11/30/2018  |  Post a comment
The tightening of restrictions on China's biggest network equipment maker could deal a major blow to its European customers.
ZTE's Future at Stake as Venezuela Deal Attracts US Scrutiny
News Analysis  | 
11/29/2018  |  Post a comment
Embattled Chinese equipment vendor is staring at trouble after US senators called for an investigation into possible sanctions breaches in Venezuela.
Qualcomm's $100M Plan to Seed AI in Devices
News Analysis  | 
11/29/2018  |  Post a comment
Chip giant's plans to support AI startups could help it to flog more expensive processors, but it faces a big challenge from China's Huawei.
IoT Boom Won't Pay Off for Mobile Operators
Morris Lore  | 
11/28/2018  |  3 comments
Ericsson's latest mobility report is a wake-up call for anyone who thinks cellular IoT connectivity will fuel sales growth for telcos.
New Zealand Blocks Huawei From 5G Deal With Spark
News Analysis  | 
11/28/2018  |  Post a comment
New Zealand appears to join the US and Australia in excluding Huawei from parts of its telecom sector.
Vodafone Idea Awards $1.3B 4G Contracts – Reports
News Analysis  | 
11/28/2018  |  Post a comment
Chinese vendors have advanced in India at the expense of their European rivals.
Exclusive: Early 5G Network Gear Won't 'Talk' to Device Chipsets
News Analysis  | 
11/28/2018  |  1 comment
Ericsson, Huawei and Nokia are under pressure to show their standards-based 5G basestations are on speaking terms with forthcoming devices... because currently they aren't.
Bill Shock: Orange, China Telecom Fret About 5G Energy Costs
News Analysis  | 
11/26/2018  |  Post a comment
Leading telcos are worried about the power inefficiency of forthcoming 5G networks and the impact this could have on profit margins.
Nokia Mobile Boss Rouanne Is Out in Latest Shake-Up
News Analysis  | 
11/22/2018  |  Post a comment
Finnish vendor is merging its mobile and fixed access divisions but has yet to say who will take charge of the new unit.
BT Hopes to Score With 5G Broadcasting Push
News Analysis  | 
11/22/2018  |  Post a comment
The UK's biggest telco is prioritizing 5G technology as way to film sports content in remote locations.
Huawei Has Shipped 10K 5G Basestations Outside China
News Analysis  | 
11/20/2018  |  1 comment
Chinese equipment vendor is now selling 5G network equipment in Europe, the Middle East and South Korea, says its rotating chairman.
ZTE, Samsung Battle for Wireless Market Share
News Analysis  | 
11/19/2018  |  Post a comment
As operators start to invest in 5G networks, the Chinese and South Korean equipment vendors are eyeing a much bigger market presence.
Italy's Struggling Wind Tre Eyes 5G Rollout in Late 2019
News Analysis  | 
11/16/2018  |  Post a comment
The Italian operator says it is halfway through its network modernization and hopes to bring 5G into parts of the country by late 2019.
Intel Says Its 5G Chips Will Be in Commercial Devices in Early 2020
News Analysis  | 
11/12/2018  |  Post a comment
Intel trails Qualcomm by about a year for commercial 5G launches using its silicon.
Emboldened Ericsson Lifts Sales Target
News Analysis  | 
11/8/2018  |  Post a comment
Swedish equipment vendor raises sales targets in expectation of market share gains, improved conditions in the networks industry and a push into non-telecom sectors.
Banning Huawei From UK Could Drive Up Consumer Prices, Warns Three CEO
News Analysis  | 
11/7/2018  |  Post a comment
Having chosen Huawei to supply its 5G radio access network, Three would be hard hit by a UK government ban on the Chinese vendor.
Sierra Wireless Has First CBRS Module Approved by FCC
News Analysis  | 
11/6/2018  |  Post a comment
Sierra Wireless gets first CBRS module approved by FCC, paving the way for private LTE networks.
UK Govt Warns Telcos on Choice of 5G Vendors
News Analysis  | 
11/6/2018  |  Post a comment
UK government review and letter stoke concern about reliance on China's Huawei in the country's telecom networks, according to a Financial Times report.
Apple's Planned Cover-Up Meets Backlash
News Analysis  | 
11/2/2018  |  5 comments
The Cupertino King has been increasing prices to offset a slowdown in unit sales. But it doesn't want you to know about it.
Eurobites: Ericsson Taps WNC for 5G Hotspot Devices
News Analysis  | 
11/1/2018  |  Post a comment
Also in today's EMEA regional roundup: Three UK uses carrier aggregation; Swisscom struggles on home turf; Nordic bigwigs get serious about sustainability; US slams UK tax plan.
HPE's 'Spaceborne' Computer Gets Down to Business in Earth Orbit
News Analysis  | 
11/1/2018  |  Post a comment
The International Space Station's onboard computer will start chewing on real scientific data, after a year running test suites and benchmarks.
Data Center Switching Enters the 400G Era
Heavy Lifting Analyst Notes  | 
10/31/2018  |  Post a comment
The growth of public and private cloud data centers is driving a strong and growing market for high-performance switch chips, and the choices dominating operators in the market make will have a dramatic impact.
Eurobites: Ericsson Partners With Fujitsu on 5G
News Analysis  | 
10/26/2018  |  Post a comment
Also in today's EMEA regional roundup: BT down after Jansen appointment; Orange's data center plans; Proximus raises guidance.
China's ZTE Expects $1B Loss This Year After US Sanctions
News Analysis  | 
10/25/2018  |  Post a comment
Chinese equipment vendor blames a downbeat full-year forecast on the impact of US sanctions, which have this year included a $1 billion fine and temporary ban on its purchase of US components.
Nokia Warns of Job Cuts in €700M Shake-Up
News Analysis  | 
10/25/2018  |  Post a comment
Latest restructuring plan comes as the Finnish equipment vendor reports an improvement in margins at its networks business for the recent third quarter.
Have We Reached Peak Ericsson?
Morris Lore  | 
10/24/2018  |  Post a comment
Ericsson looks in better shape than it has been for years, but the good times might not last.
Ericsson Corruption Scandal Sullies Strong Q3
News Analysis  | 
10/18/2018  |  3 comments
Revelations about a corruption scandal that could land Ericsson with a hefty fine overshadowed the Swedish vendor's return to quarterly net profits for the first time since 2016.
Telecom Italia Building vRAN Tech, but Not With Ericsson
News Analysis  | 
10/17/2018  |  2 comments
Italian incumbent looks outside the traditional vendor community to solve its latest mobile network challenge.
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