Wednesday, 19 December 2018

Online giants are still firmly in the telecoms ascendancy

By Nick Wood, Total Telecom
Friday 09 December 16

A declining infrastructure market and 5G hype distract from the fact that 4 billion people still don't have the Internet, and telcos are struggling to achieve meaningful growth.

Something fundamental has gone askew in the industry when telco vendors forecast a contracting infrastructure market, and the likes of Facebook and Google take it upon themselves to figure out how to connect the roughly 4 billion people worldwide who still don't have the Internet. With 4G network deployments now largely complete in major developed markets, and macroeconomic uncertainty in some emerging countries, at least two of the world's three remaining major telecoms infrastructure players are predicting a lean 2017. Ericsson expects the addressable market for its networks division to be flat or shrink slightly between 2016 and 2018, while Nokia presents a similarly gloomy picture, forecasting a low single…

Something fundamental has gone askew in the industry when telco vendors forecast a contracting infrastructure market, and the likes of Facebook and Google take it upon themselves to figure out how to connect the roughly 4 billion people worldwide who still don't have the Internet. With 4G network deployments now largely complete in major developed markets, and macroeconomic uncertainty in some emerging countries, at least two of the world's three remaining major telecoms infrastructure players are predicting a lean 2017. Ericsson expects the addressable market for its networks division to be flat or shrink slightly between 2016 and 2018, while Nokia presents a similarly gloomy picture, forecasting a low single…

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