The OpenRAN pieces may not fit together very well. Vodafone is launching OpenRAN on its network in what looks like an experiment to test whether or not OpenRAN can fulfill...
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence on US technology has finally...
The UK hardens its stance still further. A new bill passing through the UK parliament that bans the installation of Huawei equipment from September 2021 has caused some consternation but...
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in a move that looks certain...
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and from a security perspective makes...
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the hit that the US sanctions...
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it is quite possible that the...
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively mean that no one can...
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs and incentivise other companies and...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Microsoft & ATT – Packet pushers.
AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot...