NetBytes Feb 6th, 2021

Tech/Networking by the numbers

Image Source: Wikimedia

Summary

  • Open RAN to be 10% of overall RAN market by 2025

  • Enterprise cloud infrastructure services increased 37% Y/Y in 4Q20

  • T-Mobile to cover 200M with mid-band 5G by end of 2021 (280M already covered with low-band)

  • AWS’s operating income increased 37% to 3.6B on 12.8B in revenue

  • Google cloud had an operating loss of 5.61B on 13.6B in revenue

  • Qualcomm grew 63% Y/Y to 8.2B

  • The economic value of Wi-Fi will reach 5 trillion by 2025

By The Numbers

“Open RAN investments – including hardware, software, and firmware, but not services — will near $10 billion by 2025…Open RAN is expected to account for more than 10 percent of the overall RAN market by 2025, reflecting healthy traction in multiple regions”. , Source: Dell’Oro


“Enterprises spent more than $37 billion on cloud infrastructure services in the fourth quarter of 2020, according to data from Synergy Research Group. The results represent a $4 billion increase from the previous quarter and a 35% increase from the fourth quarter of 2019. Data further revealed that the full-year 2020 revenue for cloud infrastructure services hit $129 billion.” Source: Synergy Research


“In 2020, Chinese operators accelerated the deployment of 5G SA networks across the country and now operate more than 700,000 5G sites nationwide. New, massive deployments are expected to occur this year, to further expand 5G coverage in urban and rural areas of the country. To know more about the state of 5G networks in China.” Source: RCR Wireless


“T-Mobile’s low-band 5G network covers 280 million people across 1.6 million square miles, and its “Ultra Capacity” 5G network riding on mid-band spectrum covers 106 million people. The operator maintains that it will meet or exceed its goal of covering 200 million people with its Ultra Capacity 5G network by the end of 2021.” Source: sdxcentral


“…the current annual global economic value of Wi-Fi® will reach $3.3 trillion in 2021, and projects it will reach $4.9 trillion by 2025.” Source: Wi-Fi Alliance


“AWS’ net sales swelled 28% year-over-year to $12.74 billion during the fourth quarter of 2020. That level of growth, while healthy by almost any measure, marks a continuation of incremental declines in growth on a percentage basis. AWS’ revenue grew 29% in the third quarter of 2020.

That stalling growth was also reflected in AWS’ operating income, which jumped 37% year over year to $3.56 billion. AWS’ operating income increased 56% year over year in the previous quarter.

“[AWS is] continuing to grow at a meaningfully larger absolute dollar rate than others out there,” Dave Fildes, Amazon’s director of investor relations, said on the earnings call. Source: sdxcentral


“Google’s cloud business reported an operating loss of $5.61 billion last year on $13.06 billion in revenue for 2020.” Source: sdxcentral


“Qualcomm’s fiscal 2021 is off to a strong start with company executives reporting this week that first quarter revenues are up 63% year-over-year to $8.2 billion.” Source: RCR Wireless