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Network and Infrastructure

网络和基础设施

该领域巨大的机会与巨大的风险并存。勇于利用新兴技术的企业，有望颠覆现有秩序为利益相关者创造新的价值。

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近期研究

Accelerating AI Revenues Plus Recovery in Non-AI Core Markets Signals Return to Profit for Marvell in Fiscal 2025

  • Blog / PR
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  • Team Counterpoint

Marvell reported a slight increase in revenue in Q4 2024, up 1% sequentially to $1.43 billion. However, the highlight of the quarter was the high growth recorded in its data centre business, which benefited from increased AI spending. Compared to Q3, data centre revenues increased 38% and were up 54 ...

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Operator Transitions to 5G SA Core Decline YoY in 2023

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Operator migrations to 5G SA remained low in 2023, despite more than 60 operators investing. Asia-Pacific continued to lead the deployment charts, while Europe gained momentum. Total number of deployments between 2020 and 2023 reached 55. Key deals in leading markets helped Ericsson maintain top spot, followed by Nokia, Huawei and ZTE. Seoul, Beijing, Boston, Buenos Aires, Fort Collins, Hong Kong, ...

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Huawei Zero Bit, Zero Watt Delivers Energy Savings And Increased Performance

  • Blog / PR
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Challenge for Operators Mobile operators are under pressure. The 5G revolution is in full flow and is delivering significantly enhanced customer experiences for many users, who are now able to enjoy faster data speeds, reduced busy-time congestion and an enhanced range of services. This is leading to improved ARPUs for some operators, although for many revenue per user remains stubbornly flat. And ...

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FWA: The First 5G Killer App

Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. FWA subscribers will need a new Customer Premises Equipment (CPE), which can either be indoor or outdoor.
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FWA: The First 5G Killer App

Fixed Wireless Access (FWA) is emerging as one of the leading use cases for 5G New Radio (NR) architecture. FWA subscribers will need a new Customer Premises Equipment (CPE), which can either be indoor or outdoor.
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Infrastructure Insights - Massive MIMO and Cloud Dominate Quarter

Reports / Jul 15, 2021 / Gareth Owen
This Infrastructure Insights report analyses a selection of the key announcements made by major mobile infrastructure vendors during the quarter, identifying key trends and providing a viewpoint on the significance of each announcement.
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Global Quarterly eSIM Devices Tracker: Q1 2021

Reports / Jun 11, 2021 / Ankit Malhotra, Neil Shah
This device tracker records the active number of eSIM supported devices shipped globally. This report covers 3 device categories – Smartphones, Smartwatches, and IoT Modules. The report further includes the top 5 brands who are shipping eSIM supported devices.
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5G网络
5G MEC
开放式RAN
基础设施
服务器跟踪器
网络和基础设施内的个别报告

我们在网络和基础设施领域的意见领袖

Neil Shah

Vice President of Research

Gareth Owen

Associate Director

Tina Lu

Senior Analyst

Parv Sharma

Senior Analyst

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