Current Analysis
Mobile Access
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INTELLIGENCE REPORT SUMMARIES
Mobile Access
Date  Report
Sep 8
While Ericsson’s public safety alliance with Motorola Solutions appears to strengthen Ericsson’s position in that market, a lack of customer references and questions over the exclusivity of the alliance could ultimately undermine the relationship.

Sep 7
picoChip is no stranger to the development of femtocell reference designs. Combining its newest cost-reduced work with additional TD-SCDMA momentum sends a clear message of its plans to cover all femtocell needs and market segments.

Aug 31
The LTE infrastructure market features more vendors than just the usual suspects. Both Kyocera and NEC have developed their own unique LTE RAN solutions to capture this growing market opportunity, but gaining operator attention will not be easy.

Aug 20
Ericsson’s messaging to the analyst community centered on mobile broadband, a market opportunity “blessed” by tremendous traffic, ARPU and subscriber growth. How strongly is Ericsson positioned to benefit from this potential growth engine?

Aug 18
Alcatel-Lucent continues to execute on its strategy of positioning its LTE solutions for industry vertical applications. The vendor has been selected to build a nationwide LTE network targeting oil and gas companies.

Aug 17
Ruckus Wireless’ 7761 AP is aimed directly at cable operators looking to build metro WiFi networks. The primary product differentiator is its use of beamforming. This differentiator will be important for the vendor to gain market traction.

Aug 5
CURRENTCAST: Clearwire & LTE - Advisory Report
While building out its WiMAX footprint, Clearwire consistently talked up potential interest in LTE at some point in the future. Now, it’s announced plans to move forward with aggressive trials. Is it a drastic change in strategy or a savvy move?

Jul 30
Compared with the EPC or even SGSN/GGSN space, the PDSN market is clearly a lot less competitive and dynamic. That does not, however, make it any less important to operators as they look to build or grow their CDMA networks and evolve them to LTE.

Jul 30
AT&T launched its Domain Supplier program last September, slowly revealing vendors to support specific parts of its network. The most recent nod came in the IP/MPLS/Ethernet/ Evolved Packet Core domain. The winners were announced, but the losers…?

Jul 22
IPWireless has notched a second major infrastructure partner to advance interoperability and operator trials of IMB technology which offloads mobile TV streams from 3G networks. Can this evolving ecosystem improve mobile TV’s fortunes?

Jul 21
Over the past six years, Exalt has managed to ramp up its momentum – claiming 800+ customers based on the EX series and Extend Air platforms. As it grows and evolves, the added capacity of the ExploreAir platform is a logical addition.

Jul 21
Widely rumored, NSN’s planned acquisition of Motorola’s wireless infrastructure assets will boost its market position – particularly in places like Asia and the Middle East. Where this leaves the once planned Motorola Solutions is unclear.

Jul 14
ECI launched 1Net for wireless backhaul, complete with new cell site and multiservice routers, microwave radios, Hybrid+ optical, and a customer endorsement. It should resonate well with operators as they evolve toward delivering 4G/LTE services.

Jul 14
ECI launched 1Net for wireless backhaul, complete with new cell site and multiservice routers, microwave radios, Hybrid+ optical, and a customer endorsement. It should resonate well with operators as they evolve toward delivering 4G/LTE services.

Jul 14
Last week, Alvarion used a conference to signal its plans to move into the TD-LTE space. With an official announcement and timeline for products, the plans seem more real – though still lack the details operators will want.

Jul 8
We’ve suggested that Alvarion move into the TD-LTE space for some time. Announcing its TD-LTE plans at a conference in India is a good first step, but too vague compared with competitors telegraphing their strengths, timing, momentum, etc.

Jun 22
In a move to protect revenue growth and provide operators with long-term network assurances, Motorola announced a multi-standard WiMAX and LTE strategy. Unfortunately this solution doesn’t address bigger single RAN opportunities with GSM and CDMA.

Jun 17
Airvana might be calling its work with KDDI “voice call routing optimization” and “IP data local breakout,” but the shorthand explanation is “offload.” Broader value would accrue from delivering the functions on WCDMA femtocells too.

Jun 16
While no longer attracting the press coverage it once did, the mesh networking space is still vibrant. Vendors continue to find success augmenting mobile and fixed broadband networks, along with delivering solutions for specific verticals.

Jun 14
2010: Make or Break Year for Femto? - Market Advisory Report
2008 was widely hailed as the year femtocell services would finally ramp. Then it was 2009. Now, it’s 2010 and we’re looking at less than a dozen major launches. Is this the last year for femtocells to prove their worth as more than a niche?

Jun 1
Looking at a performance comparison of the various EPC solutions coming to market, the biggest surprise may not be who has strong solutions, but rather who is not able to share enough information to gauge how they compare.

May 17
Earlier this month, we documented the broad findings from our time with Huawei at its Global Analyst Conference. Given the importance of wireless networks to Huawei’s business, it’s important to take a deeper look at that side of the company.

May 17
LTE – Mid-Year 2010 Status Report - Market Advisory Report
We’ve known for a while that LTE would be the “hot topic” in mobile broadband as 2009 rolled into 2010. Now that it’s finally being deployed, it’s time to ask how vendors are positioning their momentum and what trends are worth watching.

May 14
CDMA2000: Life in the LTE Lane - Market Advisory Report
With hundreds of deployments and hundreds of millions of users, CDMA2000 remains a very real and relevant technology. At the same time, LTE has overshadowed CDMA2000, even influencing much of the current activity with the technology.

May 3
Huawei held its annual Global Analyst Conference towards the end of April in Shenzhen. While the company’s messaging continues to mature, it still managed to surprise with its take on the application market and new strategies in the enterprise.

Apr 30
Nokia Siemens Networks, looking to accelerate the commercial arrival of TD-LTE while strengthening its position with China Mobile, announces the completion of a TD-LTE data call with the help of a Samsung USB modem.

Apr 26
ZTE held its sixth annual Global Analyst Conference towards the end of April. While it remedied a lack of focus on solution messaging which dogged it last year, it still needs to back up product and solution claims with mature market proof points.

Apr 23
It’s a GSM base station controller. No, it’s a WCDMA radio network controller. Actually, the multi-standard controllers being promised by vendors include the functionality of both. Yet, are they ready for prime time, and how do they stack up?

Apr 21
Looking to jumpstart its TD-LTE momentum, Ericsson announced it will work with Datang to develop and promote the technology. While Ericsson is notably absent from the current Shanghai TD-LTE network, the market opportunity for TD-LTE remains open.

Apr 21
Looking to jumpstart its TD-LTE momentum, Ericsson announced it will work with Datang to develop and promote the technology. While Ericsson is notably absent from the current Shanghai TD-LTE network, the market opportunity for TD-LTE remains open.

Apr 20
The WiMAX Forum’s Open Retail Initiative, in theory, should help drive growth into the overall ecosystem through lower cost devices and other benefits. However this initiative is far from a simple process and its success is not a given.

Apr 13
The New WiMAX 2 Collaboration Initiative brings together a set of big-name WiMAX vendors to support the commercialization of 802.16m solutions. Without a set workplan and some key names missing, lots of work remains.

Apr 13
Plugfests: Fear and Loathing - Advisory Report
Last month’s femtocell plugfest was widely hailed as a breakthrough event for the industry. At this point, we all know the promise that plugfests hold. Without knowing the results, is there any way to know how much of that promise they deliver?

Apr 12
Juniper is jumping into video with its Ankeena acquisition, bolstering its longer-term competitiveness vs. Alcatel-Lucent and Cisco, although the benefits will not fully be realized until Ankeena’s technology is integrated into Juniper’s routers.

Apr 5
CTIA Wireless 2010: Femtocell Wrap-Up - Market Advisory Report
For a show that most people felt lacked a unifying theme, femtocells continued to make their presence felt at this spring’s CTIA. The biggest femtocell news, however, was taking place far away from Las Vegas.

Apr 1
The news coming out of the Spring 2010 CTIA show was little more than a continuation of themes vendors had already established at prior events. A notable exception, however, was a new LTE networks supplier into Metro PCS.

Mar 18
With the maturation of WiMAX, and the majority of mobile operators lining up behind LTE, the technology’s continued viability has become reliant upon showing market proof points and continued progress.

Mar 18
Last year, Alcatel-Lucent announced a new EPC solution built on its 7750 Service Router. Now, it has expanded the solution with 2G/3G and new service support. Fighting entrenched players, it must still prove its mettle with commercial references.

Mar 17
If we can agree that the mobile packet core is more important to operators than ever before, we’re still left with some key questions. What do operators need in a 2G/3G or EPC solution in the near-term? What do they need looking beyond that?

Mar 17
In a market where vendors are scrambling to make the radio access network more and more efficient, the role of the packet core in making new mobile broadband services a success is often overlooked. In reality, it’s more important than ever.


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