650 Group
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report

650 Group Blog

Semtech Made Several LoRa-Related Announcements to accelerate the Asset Tracking Market

10/26/2020

0 Comments

 
Last week, LoRa chip company, Semtech, made several announcements that should accelerate the IoT market.  First, it announced LoRa Basics Modem-E, which is a software modem.  Second, it announced relationships with IoT companies, Actility and Tago.IO that surround services that can be offered to drive the IoT market.  Third, the company announced the LoRa Edge Tracker Reference design, which is a "device to cloud" reference design for asset tracking applications.  In our IoT research, we have forecasted a near-doubling each year over the next five years for LoRa and competing devices.  We believe Semtech's recent announcements as driving the market because they make it easier, cheaper and faster to deploy IoT services.

The LoRa Basics Modem-E allows customers to use modem capabilities from Semtech, where previously the customer would have had to have developed this technology itself or commissioned a third-party software design house to develop it for them.  We see it as a slight increase in the "footprint," or addressable market in each IoT device that benefits Semtech.  However, Semtech's Director of LoRa Product Line Management in Semtech's Wireless and Sensing Product Group, Sree Durbha, explains, using the Modem-E can reduce the total cost of ownership of an IoT application by as much as 47% over three years for a deployment of ten thousand devices or more.  The savings come from both up-front savings and ongoing savings.  Upfront savings are from being able to use a smaller microcontroller unit (MCU) with a smaller footprint, reduced non-recurring engineering (NRE) spending to develop the modem, and reduced certification costs enabled by the LoRa Basics Modem-E.  The ongoing savings come from maintenance and testins costs for future modem releases, which Semtech will make available to its customers and partners on a regular basis.

We spent some time discussing the cloud service with Mr. Durbha, as well, and learned that Semtech's LoRa Cloud service can enable geolocation and LoRa device and application services like GNSS almanac updates.  We tried to get a general sense for the prices involved on a per device basis and learned that for the asset tracking application, each device can be tracked for under $1/year.  There are many variables that come into play like usage rates, for instance, that can change this number.

All told, we think that by offering reference designs, tight relationships with service providers, developing more of the footprint of an IoT system, and reducing costs to customers, Semtech is working to accelerate the IoT market - and of course, its participation with LoRa technology.
0 Comments

MWC19 Was As much About Enterprise and Unlicensed as it was 5G

3/3/2019

0 Comments

 
We attended the Mobile World Congress last week in Barcelona along with an estimated 104,00 others from nearly every country in the world.  We met with over 42 companies and nearly 200 people at the show and attended many press announcements.  While most of the MWC19 headlines were about 5G, we were struck that much of the hyped growth will in fact be the result of deployments in enterprises and could be served using unlicensed (or lightly licensed) spectrum.  Many of the presentations and product announcements suggested as much, if you read between the lines.  We'll step through these two, enterprise and unlicensed next.

The Enterprise opportunity.  A major theme we picked up at the Mobile World Congress show is simple:  that for the mobile telecom market to grow, 5G must expand to the enterprise.  We see ample evidence that without an expansion to the enterprise, the cellular market as we know it will likely experience declines as consumers expect more bandwidth for less in the future.  The 5G narrative at the MWC19 show was straightforward: German & Chinese robots, trucks and drones need 5G to unlock the potential for future growth.  There were robots, drones and trucks bleeping and whirring to make the point for visitors.  We wouldn't argue with the contention that robots and very fast moving vehicles that are controlled remotely need very low latency; yet, there are so many use cases that don't actually need such low latencies.
Wireless is just a small part of "Enterprise."  Enterprise 5G use cases being presented at MWC, including the wirelessly controlled robot, involved far more than just a wireless connection to succeed.  To automate a workplace with robots, there is far more technology that has to be brought to market, including software, integration, wireline networking and the list goes on.  None of these capabilities have traditionally been delivered by telecom equipment vendors; they have been delivered by vendors who have served the enterprise market (examples would be Cisco, IBM, Oracle, etc.).

Unlicensed Opportunity is Robust.  In both the enterprise market and the outdoor market, unlicensed spectrum has tremendous potential.  This goes for a) WiFi, which is already immensely popular, b) for in-building 'lightly licensed' CBRS (a US-only market), c) the soon-to-be released 6 Ghz spectrum, as well as d) outdoor mid-band spectrum like 5 Ghz (already very popular), e) outdoor 60 Ghz (like the kind relating to the Facebook Terragraph project) and f) 900 Mhz LoRa. While each of these unlicensed (or lightly licensed) frequencies was discussed at the show, 5G licensed was so overwhelmingly promoted it was hard for these exciting unlicensed markets to get any airtime.  We think this lack coverage relatively speaking is a dis-service and we'll touch on just a few of them in this post. 

Wi-Fi isn't going away.  Related to the enterprise 5G topic, we found points and counterpoints about 5G versus WiFi interesting.  Huawei's Enterprise group issued a press release about its 802.11ax (WiFi-6) expectations and how important WiFi is for the enterprise market.  On the other hand, Huawei's telecom group was pursuing a press agenda about partnering with Operators to pursue the 5G market.  Few companies on earth possess as broad a produt portfolio as Huawei, who has ample expertise, market share and credibility in both the mobile wireless market and the enterprise wireless market.  We felt this dual-message (5g AND WiFi) was well-balanced.  On the other hand, vendors and operators who have historically focused on cellular-only were pushing a "5G will displace WiFi" or at least a "5G is the only solution for mission critical enterprise" agenda.  We feel that 5G-only in the enterprise message is to broad-based; we think 5G in the enterprise is far more nuanced because:
PictureItaltel exhibit at #MWC19 showing a robot
802.11ax/WiFi-6 is cellular-like.  802.11ax, which was launched commercially in 4Q18, incorporates many cellular-like capabilities.  Many of the technical merits debates presented at MWC compared older 802.11ac WiFi against LTE and 5G NR.  This is not a fair comparison because both 5G NR and 802.11ax actually began shipping commercially generally at the same time (4Q18 and 1Q19).

There is very little overlap between the Wi-Fi opportunity and that for cellular.  The overlap in opportunities being discussed as the 5G enterprise opportunity at MWC have surprisingly little overlap with the vertical industries currently being served by Enterprise-class WiFi.  Take manufacturing, which represents 9% of the Enterprise WLAN market by units in 4Q18.  Or the outdoor WLAN market, which is only 3% of total Enterprise-class market in 4Q18 by shipments.  The point is, there is very little overlap between the Enterprise WLAN market and the 5G enterprise market being discussed at MWC.

LTE will be the workhorse for many years.  Additionally, let's consider the fact that many of the use-cases being discussed at MWC will initially be served by LTE, not 5G.  In the enterprise market, the use of LTE in unlicensed (or lightly licensed, like the US's CBRS) bands is often called private LTE.  The main difference between unlicensed LTE and licensed LTE is that with unlicensed, the enterprise can work directly with enterprise-focused VARs, resllers, solutions providers and complementary equipment suppliers, while with licensed LTE, the enterprise will need to work directly with its local mobile service provider who owns the spectrum, likely ensuring that the operators becomes the prime integrator of the project, or at least part of it.  Private LTE will therefore have fewer parties involved (no operator), lower monthly costs (no operator) and will likely get the project to completion faster (fewer parties and a prime vendor/contractor/solutions-provider with expertise in the enterprise's vertical market).  So, why not consider unlicensed/lightly-licensed LTE instead of licensed 5G to achieve the goals illustrated in many of the 5G use cases at MWC?

Where will WiFi lose out?  If it has wheels or wings on it, Wi-Fi is not your friend - look to cellular.  
  • WiFi is popular in the enterprise market for stationary or relatively stationary used-cases, like smartphones, laptops, tablets and other devices that people walking around with use. WiFi capacity in very dense environments has had challenges, but with the recent introduction of 802.11ax, we can expect a 3-folding of devices supported, a significant improvement.
  • For enterprise use-cases for wireless connectivity for things that have wheels on them, or wings, or that travel distances relatively further than people with smartphones do, cellular is likely better than WiFi.  That's because cellular technology has been designed for and has been used for things like phones in cars driving down highways and towns.  There is significant intellectual property that has been applied to handoffs from one cellular basestation to the next.  WiFi does not inherently incorporate this feature.  So, cellular is well suited for industrial applications at airports, shipping ports, transportation facilities, mining facilities, municipalities, delivery services, etc.  

To conclude, yes, 5G will fit some very exciting use-cases, especially those for low-latency applications.  These are indeed exciting and deserve attention.  We see it this way for the wireless industry:  if the things involved have wheels or wings, or are of such high value that you must use cellular, there's a good chance LTE will cut it.  And next, it makes sense to consider using unlicensed spectrum - which is just emerging as viable for many uses.









0 Comments

Arris Analyst Meeting Takeaways

4/2/2018

0 Comments

 
Picture
Arris held its annual investor day late last week on March 28, 2018.  It was interesting: the company said "Everything is going wireless," which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband.  To be sure, the company has diversified into wireless with its acquisition of Ruckus and has benefitted from the inclusion of Wi-Fi capabilities to its broadband CPE.  The company sees this wireless future - and is pivoting towards it.

Arris management highlighted that it expect its future to include the following growth avenues:
  • Cloud Wi-Fi
  • DELL OEM
  • CBRS 3.5 GHz LTE Small Cell
  • IoT (Residential and Industrial)
  • FTTx (10Gb EPON / NGPON-2)
  • Consumer Mesh Wi-Fi
  • Campus Ethernet Switching

Additionally, the company discussed its expectations for each division, which using its 2017 mix and various projections, calculates to a 4.7% CAGR from '17 to '21.

Enterprise Networking (Ruckus).  Overall, the company's Enterprise Networking division, also known as Ruckus Networking, includes its Enterprise WLAN business (formerly Ruckus Wireless), the Brocade ICX Ethernet Switch product line (referred to by the company as Campus Switching), and other revenue streams such as CBRS 3.5 Ghz LTE Small Cells, as well as IoT radio modules that plug into the Ruckus Access Points like Bluetooth, LoRa and Zigbee.  The company is targeting 20%+ growth for the Ruckus Networking group, which is far above the industry growth rates we expect for Enterprise plus Outdoor WLAN and Campus switching. This aggressive growth rate either implies share-taking, or growth in other products such as CBRS, Bluetooth, LoRa and Zigbee, or the the non-WLAN parts of what used to be Ruckus Wireless, such as Cloud-managed Wireless LAN services (that, for instance compete with Cisco's Meraki, Aerohive services and Mojo Networks).  The company cited an expected Enterprise WLAN revenue growth projection slightly above our projection for the period '17 to '21, even if cloud-managed WiFi services were included.

​Network and Cloud Segment.  The company said this market is growing 5% annually, and described the market generally as the Cable Modem Infrastructure, optical nodes and cable video networks market.  The company generally expects to take share, compared to this market viewpoint, projecting a 4-7% long-term annual growth expectation for this business segment.  It was interesting that the company said that the "mobile device explosion [is] driving offload demand," because it has been several years since "Wi-Fi offload" was a growth driver, but dissecting the comment a bit more, the company is pointing to cable operators as being "well positioned to handle [the] offload."  We think Arris' strong supplier position with the major Cable MSOs in the US, especially, may indicate that there should be a strong build up of WiFi and cable infrastructure coming in the future.  And, this corroborates with our own research and statements from MSOs such as Comcast.  In fact, the company showed a "future" network diagram that indicates it expects its MSO customers will be delivering 5G radio, Remote OLTs (PON) and Fixed Wireless Access instead the of cable modem (DOCSIS) equipment that was indicated in the "now" chart.  This implied shift from DOCSIS to PON/5G/FWA would be a dramatic shift in the company's product portfolio.  Very interesting, indeed.

Customer Premises Equipment (CPE) Segment.  The company claims a #1 Set Top Box (STB) market share, and #2 Broadband CPE market share, with a mix of 60% video CPE and 40% broadband revenues in 2017.  The company expects to grow broadband CPE to a mix of 50%+ by the year 2021, consistent with the market growth rates it cites - 4% CAGR for broadband and -.8% for video.  Generally, the company is projecting long term sales trend of -5% to +1%, indicating that it lacks the direct to market exposure that would get it to a growth expectation in this segment.  The company confirmed it is using NBASE-T (Multi-Gigabit Ethernet) interfaces on its home networking devices and it is planning to release 802.11ax capabilities on its portfolio, as well.  Arris CPE will also include Extenders / Adapters to, at least partially, address the growth now occurring in the Consumer Mesh market.


0 Comments

    CHRIS DePUY
    &
    Alan weckel

    Technology Analysts

    Archives

    March 2022
    February 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    December 2017
    November 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017

    Categories

    All
    100 Gbps
    10 Gbps Ethernet
    1&1
    112 Gbps SERDES
    12.8 Tbps
    14.4 Tbps
    200 Gbps
    2.4 GHz
    25G PON
    25GS PON
    25GS-PON
    28 Ghz
    3.5 GHz
    3GPP
    400 Gbps
    50 Gbps
    50 Gbps SERDES
    50G PON
    5.5G
    56 Gbps SERDES
    5.925
    5G
    5G Americas
    5G Core
    5G Fixed Wireless Access
    5 Ghz
    5G SA
    5G Taxi
    600 Mhz
    60 GHz
    6G
    6 GHz
    7.125
    800 G
    800 Gbps
    802.11ac
    802.11ad
    802.11ah
    802.11ax
    802.11ay
    900 MHz
    A3
    Acacia
    Accelleran
    Accton
    Actility
    ACX6360
    Adam Selipsky
    ADC
    Aerohive
    AFA
    AFC
    AFF A800
    Affirmed Networks
    AI
    AI-on-5G
    AIops
    Airframe
    Air Pass
    Airspan
    Alan Weckel
    Alcatel
    Alcatel Lucent Enterprise
    Alcatel-Lucent Enterprise
    Alibaba
    All Flash Array
    Altiostar
    Amazon
    AMD
    AMIT Wireless
    Amplifi
    Analytics
    Anthos
    AOI
    AP530
    AP550
    AppDynamics
    Apple
    Application Performance Management
    AppScope
    Apstra
    Aptilo
    Aquto
    Arista
    ARM
    Arris
    Artificial Intelligence
    Aruba Central
    Ascend 310
    Asic
    Asics
    Askey
    ASR 9000
    Asset Tracking
    ASUS
    Atlas 200
    ATM19
    ATMDigital
    Atmosphere
    AT&T
    Automation
    Avaya
    AWS
    Azure
    Backhaul
    Baicells
    Bai Cells
    Baidu
    Balong
    BEC Technologies
    BELL
    Benu
    BGP
    Big Switch
    BIS
    BLE
    BLE5
    BLE Beacon
    BLINQ
    Bluetooth
    Boingo
    Borje Ekholm
    British Telecom
    Broadband
    Broadcom
    BT
    Bureau Of Industry And Security
    Cable Modem
    Cambium
    Campus Switch
    Campus Switching
    Capex
    Capital Light
    Carrier
    Cat 6500
    Catalyst 9000
    C-Band
    CBRS
    CDN
    Celeno
    Centralized Unit
    Centurytel
    CEOS
    Charter Communications
    Chatbot
    Check Point Software
    Chef
    China Mobile
    China Telecom
    China Unicom
    Chungwa Telecom
    Ciena
    Cisco
    Cisco ICE
    Cisco Live
    Clearpass
    Cloud
    Cloud Managed
    Cloud-managed
    Cloud RAN
    Cloud Volumes
    Cognitive Wi-Fi
    Coherent Pluggable
    Comba
    Comcast
    Common Networks
    Commscope
    Consolidation
    Consumer Mesh
    Contact Tracing
    Contrail
    Co-packaged Optics
    Corning
    Coronavirus
    Corvid-19
    CoSP
    COVID-19
    CPaaS
    CPE
    CPRI
    Cradlepoint
    Cribl
    Crosswork
    Crowdstrike
    CSCF
    CSP
    Cumulus
    CUPS
    CX 6200
    CyberX
    Dan Rabinovitsj
    Dark Reading
    Dartmouth
    DAS
    Data Center
    DataDog
    David Hughes
    DCI
    DD QSFP
    DD-QSFP
    DDR4
    DELL
    Delta
    Deutsche Bank
    Deutsche Telekom
    DISH
    Distributed Unit
    D-Link
    DOCOMO
    DOCSIS
    DPDK
    DPU
    DRAM
    Dritan Bitincka
    Dropbox
    ECI Telecom
    EdgeConnect
    Edgecore
    EdgeQ
    Eero
    Elasticsearch
    EMC
    ENAC
    Encore
    Entity List
    EPC
    EPON
    Ericsson
    Ericsson Router 6000
    Eric Xu
    ESP
    Etheric
    Ethernet
    Ethernet Switch
    ETSI
    Europe
    Extreme
    Extreme Networks
    F5
    F5G
    Facebook
    FBOSS
    FCC
    Federated Wireless
    Fibre Channel
    Firewall
    Fixed Wireless Access
    Flash
    FMS
    Forescout
    Fortinet
    FP-4
    FPGA
    Fronthaul
    Fujitsu
    FWA
    FWaaS
    GAA
    Gainspeed
    GCP
    GENBAND
    Geofencing
    GeoLinks
    German Edge Cloud
    Google
    Google Orion
    GPON
    GPU
    Graviton
    Greenlake
    H3C
    HAS2018
    HAS2019
    HAS2020
    Hashicorp
    HDD
    Hong Kong Broadband
    Hotspot Tracking
    HPE
    HPE Aruba
    Huawei
    Huawei Analyst Summit 2021
    HWMBBF
    Hyperconverged
    Hyperscaler
    IaaS
    IBM
    IBrowse
    ICD
    IMS
    Infinera
    Infovista
    Innoeye
    Intel
    Intersight
    IoT
    IoT Control Center
    Ip Access
    Ipanema
    Italtel
    ITU-T SG 15
    Ixia
    JMA Wireless
    John Roy
    Juniper
    Junos
    Kandy
    KDDI
    Keerti Melkote
    Keysight
    Kloudspot
    Koch Brothers
    KT
    Kubernetes
    KUIPER
    Kungpeng
    LAA
    Las Vegas
    Layer123
    LEO
    LG Electronics
    LG UPlus
    Linux
    LMDS
    Location Based Service
    LogStream
    Logstream 3.2.0
    LoRa
    LTE
    LTE-U
    Lucent
    Machine Learning
    MACSec
    Managed Service Provider
    Managed Services
    MANO
    Marco Rubio
    Marvell
    Massive MIMO
    Mavenir
    MaxLinear
    MEC
    Mediatek
    Megafon
    Meraki
    Mesh WiFi
    Metro Optical
    Michael P. O'Reilly
    Microsoft
    Midband
    Mid-market
    Millimeter Wave
    Millimeter-wave
    Mist
    Mist Systems
    Mixing Bauds
    MmWave
    Mobile
    Mobile Edge Computing
    Mobile RAN
    Modem-E
    Mojo Networks
    Motorola
    Motorola Solutions
    MPLS
    MSO
    MSP
    MTN
    Multefire
    MultiGig
    Multi Gig
    MultiTech
    MU MIMO
    MU-MIMO
    MWC
    MWC18
    MWC19
    MWC20
    MWC21
    MWCa
    MX
    NaaS
    NBASE T
    NBASE-T
    Nbn
    NCS 5700
    NEC
    NEC 540
    NetApp
    Netcracker
    NetExperience
    Netgear
    NetInsight
    Netskope
    Network Services Orchestrator
    Network Slicing
    Neville Ray
    Newracomm
    New Radio
    New Relic
    NFV
    Node-H
    Nokia
    Nortel
    NPU
    NTT
    NUWAVE
    NVidia
    NVMe
    NVMeoFC
    Observability
    Observability Lake
    OCP
    Ocp2019
    Ocpsummit
    OFC
    #OFC18
    Ofcom
    OFDMA
    OIF
    OLT
    OmniXtend
    ONAP
    ONFConnect
    OnGo
    On Semiconductor
    ONT
    Ooka
    Open19
    OpenRAN
    Open RAN
    Open Source Wi-Fi
    OpenTelemetry
    OpenWiFi
    OpenWRT
    OPPO
    Optical
    Optical LAN
    OptiXtreme H6
    Optus
    Oracle
    ORAN
    Orange
    Orange Business Services
    Oreedoo
    OSFP
    OSS/BSS
    OTAC
    P2P
    P4
    Packet Optical
    PAL
    Parallel Wireless
    Passpoint
    Password-less
    Plumeria
    PON
    Posture Assessment
    Private 5G
    Private LTE
    Project Denali
    PSE 3
    PSE-3
    PTX
    Puppet
    Pure Storage
    Quad Level Cell
    Qualcomm
    Quanta
    Quantenna
    Quillion
    Radio Resource Management
    Rakuten
    Rakuten Symphony
    RAN
    RBBN
    RCP
    RCP Symphony
    RCS
    Realtek
    Reefshark
    Ribbon
    RIC
    RISC
    Riverbed
    Rivet Networks
    ROADM
    Robin.io
    Rostelecom
    Routed Optical
    Router
    RRU
    Ruckus
    S3
    Samsung
    Sandisk
    SAS
    SASE
    Satellite
    SBC
    SD Branch
    SD-Branch
    SDN
    SD-RAN
    SDWAN
    SD WAN
    SD-WAN
    Security
    Semiconductor
    Semtech
    Sequans
    Sercomm
    Serdes
    Server
    Shaw Communications
    Siemens
    Sierra Wireless
    Silicon One
    Silicon Valley
    Silver Peak
    Single-pane
    SingleRAN
    SingleRAN Pro
    SIP Trunking
    SK Telecom
    Skype
    Small Cell
    Smartphone
    Snapdragon 865
    Softbank
    Sonus
    Sourcing
    Spark
    Spectrum
    Splunk
    Sprint
    Sp Router
    SRX
    SSD
    StandAlone
    Starlink
    STC
    Stellar
    Swisscom
    Symworld
    Tago.io
    Tanzu
    Tareq Amin
    Technicolor
    Telco Cloud
    Telecom Infra Project
    Telefonica
    Telia
    Telit
    Telus
    Tencent
    Terragraph
    Thousand Eyes
    Tiangang
    TIP
    T-Mobile
    TMUS
    Tomahawk 3
    TP Link
    TP-Link
    T&W
    Twilio
    Twitter
    TWT
    Ubiquiti
    UCaaS
    UCPE
    UI
    UltraSAW
    UniFi
    Unified Domain Center
    Unlicensed
    UTM
    UXI-6
    VaporIO
    VBLE
    VDSL
    VEPC
    Verilog
    Verizon
    Versa Networks
    VICTOR
    Virtualization
    VMWare
    VNF
    Vodacom
    Vodafone
    VoLTE
    VRAN
    VSBC
    Walt Disney
    Wan Optimization
    Water Tower Research
    Way Finder
    WBA
    WDC
    Westell
    Western Digital
    Western Digital Corporation
    WFH
    White Box
    White Paper
    Wi-F 6E
    WiFi
    Wi-Fi
    Wi-Fi 6
    WiFi 6
    WiFi-6
    Wi-Fi 6E
    WiFi Alliance
    WiFiNOW
    WiGig
    Wind River
    WISP
    WLAN
    Xiaomi
    Xilinx
    Xirrus
    XRAN
    Zebra
    Zero-Rating
    Zero Trust
    Zigbee
    Zipline
    ZR
    ZR+
    ZScaler
    ZTE
    Zyxel

    RSS Feed

Proudly powered by Weebly
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report