Research Spotlight:

5G Technology Supply Chain

The 5G Technology Supply Chain Research Spotlight provides access to all research related to this topic. This Spotlight includes:

  • All research outlined below
  • Any updates to the research six months from purchase
  • 60 minutes of analyst inquiry to speak to an analyst
Purchase

Included Research

Intelligent Accelerator Providers
Competitive Ranking | 3Q 2023 | CA-1399
Table of Contents

INTELLIGENT ACCELERATOR PROVIDERS

OVERALL RANKING

OVERALL RANKING MATRIX

OVERALL LEADER

CRITERIA AND METHODOLOGY

INNOVATION RANKING

IMPLEMENTATION RANKING

INDIVIDUAL COMPANY ASSESSMENTS

ALIBABA CLOUD
AMD
AWS
INTEL
KALRAY
MARVELL
MICROSOFT AZURE
NAPA:TECH;
NVIDIA
Critical Questions Answered
  • Who are the leading intelligent accelerator providers in terms of innovative solutions and platforms?
  • Which providers are most advanced in terms of providing implementation and support services?
  • What are the technology areas that are driving the demand for intelligent accelerators?
Research Highlights
  • Identify which intelligent accelerator providers are considered leaders, mainstream, and followers in this space.
  • Understand the characteristics of each provider and where they stand out in terms of innovation, implementation, or both.
  • Profiles that highlight the value proposition that each provider brings to the market.
full contents...
Table of Contents

1. EXECUTIVE SUMMARY

2. RECOMMENDATIONS

2.1. COMMUNICATION SERVICE PROVIDERS (CSPS)
2.2. INFRASTRUCTURE VENDORS
2.3. HYPERSCALER
2.4. SYSTEM INTEGRATORS

3. CELLULAR CONNECTIVITY IN THE ENTERPRISE DOMAIN

3.1. TECHNOLOGY STATUS QUO
3.2. COMMERCIAL STATUS QUO

4. TELCO INFRASTRUCTURE TRENDS FOR ENTERPRISE CELLULAR CONNECTIVITY

4.1. NETWORK AUTOMATION
4.2. NETWORK DISAGGREGATION
4.3. NETWORK VIRTUALIZATION

5. IMPLICATIONS ON THE SUPPLY AND VALUE CHAIN FOR ENTERPRISE CELLULAR CONNECTIVITY

5.1. NEW ACTORS ON THE TELCO STAGE

6. MARKET ACTIVITIES

6.1. COMMUNICATION SERVICE PROVIDERS
6.2. INFRASTRUCTURE VENDORS
6.3. HYPERSCALERS
Critical Questions Answered
  • What are the differences among traditional RAN, vRAN, Open RAN, and Open vRAN for enterprise connectivity?
  • What are the advantages and key challenges of adopting an Open (v)RAN approach for enterprise cellular networks?
  • Who are the key promoters and drivers of Open (v)RAN?
  • What role do hyperscalers and newly entering telco infrastructure vendors play in providing enterprise connectivity?
Research Highlights
  • A detailed description of current 5G RAN development and deployment status.
  • Comprehensive analysis of deployment models, market importance, and geopolitical concerns of Open (v)RAN and the implications on enterprise connectivity.
  • Thorough analysis of benefits and shortcomings of Open (v)RAN private cellular networks.
  • Global market forecast for Open RAN in private networks from 2023 to 2030.
full contents...
Tables
  1. Complete List of Telecoms Vendors by Location, Size, and Capabilities, World Markets: 2022
  2. Core Network Vendors by Location, Size, and Capabilities, World Markets: 2022
  3. RAN Vendors by Location, Size, and Capabilities, World Markets: 2022
  4. Edge-to-Cloud Infrastructure and Service Vendors by Location, Size, and Capabilities, World Markets: 2022
  5. Transport Network Vendors by Location, Size, and Capabilities, World Markets: 2022
  6. End-to-End Infrastructure Vendors by Location, Size, and Capabilities, World Markets: 2022
  7. Systems Integrators by Location and Size, World Markets: 2022
  8. Test & Measurement Vendors by Location and Size, World Markets: 2022
  9. OSS/BSS Vendors by Location, Size, and Capabilities, World Markets: 2022
Critical Questions Answered
  • How is the telecommunications supply chain split by vendor size?
  • Which geographic region(s) dominate the global telecommunications ecosystem?
  • Which enterprises are active across the entire ecosystem?
Research Highlights
  • Overview of ecosystem vendors with comprehensive breakdown by type, technological capabilities, region, and size.
  • Graphics that provide breakdown of each vendor type by capabilities, regions, and size.
full contents...
System Integrators’ Private 5G
Competitive Ranking | 3Q 2022 | CA-1337
Table of Contents

System Integrators’ Private 5G

Overall Rankings

Ranking Matrix

Market Trends

Criteria and Methodology

Innovation Ranking

Implementation Ranking

Individual Company Assessments

Accenture
Atos
Capegemini Engineering
Hewlett Packard Enterprise
Infosys
Kyndryl
Logicalis
NTT
Tata Consultancy Service
Tech Mahindra
Wipro
World Wide Technology
Critical Questions Answered
  • Why do SIs need to have an enterprise strategy in place?
  • Which SI provides the most innovative 5G offering to enterprises?
  • Which SI is leading in terms of deployments?
  • How can SIs enhance their enterprise offerings?
  • What should SIs consider in launching their enterprise 5G offerings?
Research Highlights
  • Extensive ranking of 12 SIs to assess their enterprise 5G offerings.
  • Detailed analysis of key trends for successful enterprise 5G deployments.
  • Detailed assessment of both innovation and implementation aspects for SIs’ enterprise 5G offerings.
full contents...
Nokia’s 5GtoB Activities Proving to Be a Beacon of Success for the Vendor
Insight | 3Q 2023 | IN-7035
Nokia’s latest results highlighted the challenging economic conditions the wider telco industry is facing as Communication Service Providers (CSPs) have trimmed infrastructure investment, but the enterprise sector is seeing the potential of investing in 4G and 5G connectivity and applications.
Will GPU and AI Advancements Prove Most Effective in Advancing Open RAN Technology?
Insight | 3Q 2023 | IN-7003
Significant developments have recently taken place in the fields of generative Artificial Intelligence (AI) and Virtualized Radio Access Network (vRAN), where several vendors are releasing new platforms for the deployment of 5G radio networks. For example, NVIDIA recently announced its vRAN cloud offering, powered by its new Grace Hopper Superchip. With enterprises now incorporating more AI technology into their technology stacks, it begs the question of how Graphics Processing Units (GPUs) and AI will accelerate vRAN adoption on the telco domain. The implications may be that these telco-driven AI solutions will also be used in the enterprise domain in the future, so their choice needs to be under significant consideration.
Who Are the Innovation Leaders, Pragmatists, Emerging Forces, and Opportunists in 5G Cellular Standards Essential Patents (SEPs) and Contributions?
Insight | 2Q 2023 | IN-6966
ABI Research categorizes companies into four groups based on their 3GPP contributions and SEP declarations: innovation leaders, pragmatists, emerging forces, and opportunists to assess the companies’ position in the Standard Essential Patent (SEP) market. By tracking these positions, stakeholders can assess market strategies, predict future directions, and anticipate the impact of companies on the industry, providing valuable insights for decision-making and staying competitive in the rapidly evolving 5G landscape.
NVIDIA Announces a Partnership with SoftBank—a Much Needed Boost for Distributed Computing
Insight | 2Q 2023 | IN-6968
This ABI Insight analyzes the recent partnership announcements between NVIDIA and SoftBank, providing actionable recommendations for the industry that follow from this partnership announcement.
Global “Leading-Edge” Semiconductor Supply Chain Imbalance Is Placing Data Center Sustainability Objectives under Threat
Insight | 4Q 2022 | IN-6749
The Data Center Market (DCM) is going through a period of massive transformation. The energy crisis and global warming have led to increased emphasis on public and corporate-led energy efficiency and sustainability measures. Improving energy efficiency in the DCM requires widespread changes, paramount among these is a transition to “leading-edge” semiconductors that can help maximize Power Usage Effectiveness (PUE). But geopolitical and structural challenges may stand in the way as “leading-edge” supply chains remain heavily unbalanced.
Semiconductor Manufacturing Equipment: A Challenging Bottleneck Constraining Global Chip Production Capacity
Insight | 4Q 2022 | IN-6713
Over the past few years, a series of global events have contributed to severe semiconductor supply chain disruptions, especially for leading-edge semiconductors. This has led to substantial government-led initiatives (e.g., the European Chips Act and U.S.’s CHIPS and Science Act) aiming to rebalance supply chains by increasing domestic semiconductor output. However, expanding domestic output in, for example, the Asia-Pacific, North America, or Europe faces substantial bottlenecks—and chief among these is the highly concentrated semiconductor manufacturing equipment market.