Donald Trump's administration is determined to halt China in its 5G tracks.
Open RAN Won't Stop China, Dotards
Worth $370 billion in 2006, Spain's biggest telecom operator is valued at just $25 billion today.
The Italian operator's latest strategic plan is probably not going to be a major restorative for a company that seems in perpetual decline.
One study's winner is another's laggard, possibly because researchers cannot agree on what constitutes an essential patent.
Despite concern about the impact of US sanctions, the Chinese equipment giant's networks business is still going strong.
Eye-watering debts, catch-up mergers and network projects that are way off target – welcome to Liberty Global.
A starting point would be to ask US and foreign incumbent operators who have the vast majority of viable spectra, market share, cash flows and capital needed to build and sustain competitive positions if they want to transition to O-RAN, how soon that might occur, and the process they would go through to get there: for new spectrum deployments of 5G NR or as a broad program to rip and replace existing hardware and software or somewhere in between.
The push for O-RAN is coming from supliers outside of the mainstream who would like to shake up the incumbent supply chain so they can have a seat at the table. Unless incumbents buy into O-RAN the market is for the new startup operators including Rakuten, DISH, and