rssmobility IDC RSS alerts DISH Network and AWS Team Up for 5G Network Build and Seek to “Reinvent” 5G Innovation <P>A well-timed and necessary deal with AWS delivers a platform to integrate DISH’s efforts, and previously announced partnerships, together towards its goal of achieving a fully cloud native, O-RAN 5G network. While there is potential for the announcement to drive greater 5G use case efforts, details on the impacts of the collaboration beyond network operations were largely aspirational. </P> IDC Link Thu, 06 May 2021 04:00:00 GMT Jason Leigh, Carrie MacGillivray, Sandra Wendelken Worldwide Semiconductor Revenue Grew 10.8% in 2020 to $464 Billion, Growth Will Accelerate This Year Despite Market Shortages, According to IDC Worldwide semiconductor revenue grew to $464 billion in 2020, an increase of 10.8% compared to 2019, according to the IDC Semiconductor Applications Forecaster. Research Press Release Thu, 06 May 2021 04:00:00 GMT DISH Bets on AWS to Expedite Buildout of Cloud-Native 5G Network <P>In what IDC views as a potentially industry-shaping network rollout, DISH announced it will run its cloud-native carrier network workloads (e.g., 5G RAN, 5G core, etc.) on Amazon Web Services' (AWS') cloud infrastructure. As such, IDC expects the collaboration to be observed closely by traditional comm. SPs and other cloud providers alike, as telecom industry stakeholders evaluate the potential benefits from deploying virtual and cloud-native network infrastructure on the cloud core and edge.</P> IDC Link Wed, 05 May 2021 04:00:00 GMT Patrick Filkins, Ajeet Das, Rohit Mehra, Rick Villars Pandemic Lessons Drive Retail Investment in Modern Infrastructure for Resiliency and Innovation <P>This IDC Perspective examines how retailers are moving to the next new normal and where they are accelerating digital transformation investments. Retailers are boosting spending on digital infrastructure to increase resiliency and increase the ability to meet shoppers' desire for solutions that grew in popularity during the pandemic. This document also examines some challenges that retailers are facing as they digital transform, including developing new metrics to accurately measure success.</P><P>"With the lessons of the pandemic close at hand, retailers are boosting investments in digital resiliency and innovation," says Margot Juros, research manager, Retail Technology Strategies, IDC. "It seems retailers are seizing the opportunity to modernize their approaches to delivering the best customer experience while protecting their ability to continually adapt to business needs by investing in digital infrastructure including cloud, edge, and next-gen connectivity."</P> IDC Perspective Wed, 05 May 2021 04:00:00 GMT Margot Juros Worldwide 5G Macrocell Base Transceiver Station Semiconductor Forecast, 2021–2025: Released U.S. C-Band Spectrum and High-End Chip Demands Driving Revenue Up <P>This IDC study provides data for the wireless 5G macrocell semiconductor market from 2021 to 2025 with high-level analysis and commentary. </P><P>"Macrocell base transceiver stations have started to pave the foundation of 5G wireless communication infrastructure for coverage and mobility, and their semiconductor contents represent a $29 billion cumulative TAM opportunity for the next five years," says Ben Sheen, research director, Wired and Wireless Networking and Communications Infrastructure at IDC. "Further deployment of the mmWave small cell layer on top of the existing networks in an overlay architecture can boost network capacity and bandwidth to reach 5G's game-changing performance targets." </P> Market Forecast Wed, 05 May 2021 04:00:00 GMT Ben Sheen Apple Fiscal 2Q21 Results: Company Breaks Its March Quarter Record with Strong Growth Across Product Categories, Led by iPhone 12 <P>On April 28, Apple announced its fiscal 2Q21 results, with revenue growing to $89.6 billion, a year-over-year (YoY) increase of 54%. In a quarter that benefits from a favorable YoY compare due to pandemic-related shutdowns during the same quarter last year, iPhone revenue grew by 66%, iPad revenue grew by 79%, Mac grew by 70%, and its wearables, home, accessories, and retail category grew by 25%. The company continued to see strong services growth, with that category's revenue increasing by 27% YoY to $16.9 billion. </P> IDC Link Mon, 03 May 2021 04:00:00 GMT Tom Mainelli Worldwide NAND Flash Demand and Supply Forecast, 4Q20–4Q21 and 2021–2025 <P>This IDC study presents an outlook for the NAND market for 2021–2025. The NAND industry dynamics and the application forecast changes are aggregated, analyzed, and applied to this long-term NAND forecast in terms of units, revenue, and content per system for each application segment.</P><P>"NAND achieved hypergrowth, even during the pandemic. In 2021, the recovery of the pandemic creates unprecedentedly strong pent-up demand. The server and mobile markets reaffirm their crucial roles in the market. IDC forecasts that the NAND market will start to grow again next year, after a minor adjustment this year," says Soo Kyoum Kim, associate vice president, IDC's Semiconductor research program.</P> Market Forecast Fri, 30 Apr 2021 04:00:00 GMT Soo Kyoum Kim Market Analysis Perspective 2021: European Telco 2025 — Services Transformation in the 5G Era <P>This Market Analysis Perspective examines how telcos build on their customer relationships to achieve growth from mass-market services. Connectivity is integral to everybody's lives and is a telco's core product. But even with growing demand, competition and commoditization prevent revenue growth. Consumers increasingly perceive the value of their connectivity to come from over-the-top (OTT) digital services. However, there is opportunity for telcos to leverage their valuable customer relationships by offering complementary services and finding new ways to provide value to customers and new digital partners to carve a unique place in the digital value chain.</P> Market Analysis Perspective Wed, 28 Apr 2021 04:00:00 GMT Rosalind Craven, Dusanka Radonicic Smartphone Recovery Continues with Shipments Up 25.5% in the First Quarter of 2021, According to IDC According to the IDC Worldwide Quarterly Mobile Phone Tracker, smartphone vendors shipped nearly 346 million devices during Q1 2021, representing 25.5% year-over-year growth. Tracker Press Release Wed, 28 Apr 2021 04:00:00 GMT Supporting Future-of-Work Use Cases with Unified Endpoint Management <P>This IDC Perspective provides information to help IT operations teams in the area of end-user computing consider how various use cases highlighted in <I>IDC</I><I>'</I><I>s Worldwide Future Enterprise Use Case Taxonomy, 2020: Future of Work </I>(IDC #<B><A href="/getdoc.jsp?containerId=US44810719">US44810719</A></B>, August 2020) can be implemented or addressed by unified endpoint management (UEM) software tools.</P><P>"End-user computing devices will have a prominent role across a wide range of use cases in the future of enterprise," says Phil Hochmuth, program vice president, Enterprise Mobility and Client Endpoint Management at IDC. "UEM tools will be key to help organizations implement new and advanced apps and devices that support emerging use cases in the context of the future of work."</P> IDC Perspective Wed, 28 Apr 2021 04:00:00 GMT Phil Hochmuth