Verizon will exceed its 2021 plans of adding 14,000 ‘5G Ultra Wideband’ cell sites that operate at mmWave frequencies.
While mmWave buildout will continue, Verizon signaled that its 2022 5G buildout plans will center around the C-band spectrum it obtained at auction earlier in 2021.
U.S. operator Verizon announced in December it has already exceeded its previously announced 2021 target of building 14,000 ‘5G Ultra Wideband’ cell sites using so-called millimeter wave (mmWave) spectrum. However, the company also left a clear signal to the industry that it is ready to devote more attention to providing 5G in midband spectrum in 2022 and beyond. Continue reading “Verizon Turns 5G Spotlight to Midband Spectrum in 2022”→
SoftBank plans to issue a sustainability bond to help fund its high-altitude platform station (HAPS) project designed to enable Internet service in currently hard-to-reach locales.
Investors may be reluctant to invest in the new bond because of the long timeframe to commercial viability, lack of a clear path to profit, and emerging competition from LEO competitors like Starlink and Project Kuiper.
Japanese investment management conglomerate SoftBank Corporation announced it will issue a sustainability bond to fund its novel HAPS project designed to enable Internet service in currently hard-to-reach locales. Sustainability bonds are becoming an increasingly popular way for telecoms operators to fund environmental initiatives; however, investors may be skeptical of SoftBank’s plans to use a sustainability bond to fund development of its still-unproven HAPS model. Continue reading “SoftBank Sustainability Bond Plans May Face Skeptical Investment Community”→
• NEC and Netcracker wrap their respective professional services and domain orchestration solution around Juniper’s IP networking and ADVA’s open line system for a multi-layer, multi-vendor, and automated 5G Xhaul.
• The cooperation has great potential to increase each of the vendors’ credibility in 5G transport, but must show tangible advantages in functionality and cost savings to uproot entrenched competitors.
The 5G transport market continues to heat up, as operators are gradually waking up to the fact that transport renovation and automation will be one of the key ingredients of their future end-to-end 5G architecture. In that context, accelerated activity by NEC and Netcracker in 5G Xhaul illustrates well the importance of transport for 5G, and the size of the market opportunity awaiting. NEC, Netcracker, Juniper, and ADVA contributed their leading capabilities to their joint solution introduced in September.
Orange’s expansion of its equipment refurbishing efforts to the radio network represents new levels of scale, complexity, and maturity in its circular economy initiative.
Fears that reused radio equipment will not match the improved energy consumption of new units have not been borne out in real-world usage.
In October 2021, Paris-based multinational telecoms operator Orange announced an agreementwith Nokia to increase its use of refurbished network equipment across its entire 26-country footprint. Beginning with radio access network (RAN) equipment, the arrangement will extend to other network infrastructure elements. In taking this step, Orange is establishing an advanced position that it hopes other telecoms groups will follow. Continue reading “Orange and Nokia Push the Circular Economy Forward with RAN Refurbishment”→
The next generation of digital optical pluggable interfaces will have deep implications on traditional optical transport platforms.
The attraction of pluggable form factors, and further standardization, will shape the optical transport market going forward.
When networking giant Cisco acquired optical solutions specialist Acacia Communications in 2019, one of the proclaimed goals of this high-profile move was powering the next stage of IP-optical integration. Mating Cisco’s routers with miniaturized coherent pluggable optical interfaces allows clients to simplify their transport networks and, in some scenarios, eliminates the need for some optical transport network elements in the architecture. This approach works best in metro aggregation scenarios, where span lengths match the capacity sweet spot of the currently available crop of pluggables, like 400G-capable 400ZR. Continue reading “Optical Pluggables Evolution: Higher Performance Brings Extended Usability”→
• In a new report, Vodafone warned that current initiatives underway by the UK government are insufficient to help meet aggressive carbon emission reduction goals, including a 2035 78% reduction target.
• Vodafone and its research partner WMI Economics offered solutions designed to help jumpstart progress on these aggressive goals by deploying 5G and IoT to a host of vertical segments, notably agriculture, manufacturing, and transportation.
UK telecom operator Vodafone warned in September that the UK government has much more to do to meet aggressive emissions reduction targets that call for a 78% reduction in carbon emissions by 2035 and net zero emissions by 2020. The company believes its Internet of Things (IoT) solutions can help.
In a new report issued in conjunction with political communications consultancy WPI Economics, Vodafone pointed to slow progress in important sectors including agriculture, manufacturing, and transport where IoT could potentially deliver important progress. In these three sectors alone, Vodafone estimates that existing IoT technology has the ability to reduce between 11.7 million and 17.4 million metric tons in annual greenhouse gas emissions – at the high-end, that would represent 4% of total UK emissions, or approximately the total emissions in the Northeast of England. The benefits of IoT vary by population density – Vodafone estimates that in city centers, 87% of the benefit would come from smart transportation solutions; by contrast, agriculture would drive 38% of emission reductions in rural areas.
TOTAL POTENTIAL ANNUAL CO2 SAVINGS FROM DIGITAL TECHNOLOGY
BY SECTOR AND SCENARIO
Source: Vodafone/WPI Economics “Connecting for Net Zero: Addressing the climate crisis through digital technology” (September 2021)
In order to fully realize these emissions reductions, Vodafone issued a call to action for the UK government. Among its recommendations:
• Set clearer targets and benchmarks for the adoption of digital technology within the company’s 2050 zero net emissions strategy.
• Incentivize adoption of IoT and 5G technologies in key sectors to accelerate emissions reductions.
• Increase the weight given to carbon reduction technologies and vendors’ internal carbon reduction targets in procurement processes.
• Expand the role of UK programs such as Digital Catapult and Connected Places Catapult that are tasked with accelerating digital technology innovation and adoption in high impact sectors of the economy.
• Allocate £500 million of public funding to regional innovation centers focused specifically on IoT and 5G applications that can reduce carbon emissions.
• Enable interoperability among solutions by introducing regulation to drive common security and data standards in IoT devices.
• Introduce a regulatory and policy framework that “creates the right signals for investment” in mobile networks across the UK.
For all the focus on the lead-up to COP26, the next annual UN climate change conference happening in Glasgow, Scotland in November, Vodafone also offers another, less altruistic rationale for focusing on 5G-based digital solutions to reduce carbon emissions: jobs. According to the September report, Vodafone estimates that 5G could add £6.3 billion to the value of UK manufacturing by 2030 and create 175,000 additional jobs across the economy.
AT&T announced a new initiative designed to help its customers dramatically reduce greenhouse gas emissions. The company still has work to do on internal ‘greenification.’
Verizon is taking a different approach, issuing its second and third $1 billion green bonds recently to fund a host of renewable energy contracts.
AT&T arguably took a leadership position among U.S. telecommunication operators, announcing August 31 that it will drive a reduction of a gigaton of greenhouse gas (GHG) emissions —1 billion metric tons — by 2035, in conjunction with a consortium of partners that includes Microsoft, Equinix, Duke Energy, and a number of research universities. A gigaton is equal to roughly 15% of total U.S. greenhouse gas emissions and 3% of global emissions based on 2020 estimates. Continue reading “AT&T and Verizon Showcase Two Approaches to Environmental Sustainability”→
Through midyear, U.S. network operators have performed as expected on capital expenditures, posting a modest increase in spend over last year’s COVID-dampened investment. T-Mobile USA stands out with a large year-to-year increase as it embarks on aggressive 5G buildout plans.
H2 2021 spending appears likely to also be up slightly compared to 2020; however, as evidenced by revised AT&T guidance, looming supply chain challenges could stymy some plans, particularly in fiber deployment.
A GlobalData analysis of U.S. operator financial results based on mid-year 2021 earnings releases shows capital expenditures (CapEx) spending increased just over 7% compared to COVID-impacted H1 2020. In total, the nine publicly reported carriers spent $38.5 billion in CapEx. GlobalData estimates that the big three operators that account for nearly 70% of total U.S. CapEx – AT&T, Verizon, and T-Mobile USA – spent just over $26 billion, up 6.1% from H1 2020. Continue reading “H1 2021 CapEx Up Modestly for U.S. Operators, but Supply Chain Challenges Loom”→