In the news, Insights

Bloomberg – Samsung’s 5G Network Grab Gets Boost With Huawei, ZTE Under Fire

Bengt Nordstrom, head of telecom consultancy Northstream, believes Samsung will struggle to gain the global position needed to support the hefty costs to research and develop the tech that drives 5G networks — despite its technological prowess and financial firepower. Nordstrom argues that Samsung is chasing a mature market with little growth, where global scale […]
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Published December 20, 2018 in , , , , , , , .


In the news, Insights

Bloomberg – Huawei Hemorrhages Allies in Europe on Growing Security Concerns

“It’s been a week of negative announcements and indications from the biggest markets in Europe — the U.K., Germany and France,” said Bengt Nordstrom, CEO of telecom consultant Northstream. The continent’s biggest carriers will now be “extra cautious” of buying equipment from Huawei, Nordstrom said. (…) Dropping Huawei in Europe wouldn’t be easy. Most carriers […]
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Published December 17, 2018 in , , , .


In the news, Insights

Light Reading – ZTE’s Future at Stake as Venezuela Deal Attracts US Scrutiny

While ZTE’s run-in with US government authorities has created uncertainty in the market, the Chinese vendor could also lack the R&D might to challenge its bigger rivals in future, says Bengt Nordström, the CEO of analyst firm Northstream. “You can’t just rip them out of the network, but the long-term direction is that they may […]
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Published December 10, 2018 in .


In the news, Insights

Light Reading – IoT Boom Won’t Pay Off for Mobile Operators

So what are the technologies that will account for most of the IoT connections growth? “Most of it is about narrowband, short-range applications where cellular technology is not really that competitive,” said Bengt Nordström, the CEO of analyst firm Northstream, during a conversation about IoT several days before Ericsson published its latest report. “The more […]
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Published December 10, 2018 in , , , .


In the news, Insights

Light Reading – EC Signs Off Tele2, T-Mobile Merger in Netherlands

Bengt Nordström, the CEO of consulting company Northstream, says European regulators have for a long time been too consumer-focused in their policymaking, leaving European markets with too many small players. “We have consistently invested less [than US operators] in network upgrades over the last five to seven years and have continued to invest less because […]
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Published December 10, 2018 in , , , , , , .


In the news, Insights

Light Reading – Bill Shock: Orange, China Telecom Fret About 5G Energy Costs

Others remain skeptical of the broad AI sales pitch. The label is often used as an umbrella term for technologies that do not strictly qualify as artificially intelligent, they say. Northstream experts are unconvinced by a general vendor argument that 5G networks will be too complex to manage without AI. In that context, the technology is unlikely […]
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Published December 10, 2018 in , , .


Insights, Predictions

#1 – Telco IT goes from misunderstood synergy enabler to customer value creator

In 2019, the trend of IT and Networks integration will decline, taken over by more business-oriented IT functions. The trend was based on an overestimation of the potential synergies, which have proven hard to reach. While some parts of IT can benefit from being part of Networks, the main part, i.e., application development and maintenance, […]
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Insights, Predictions

#2 – Operators to refine their ‘Cellular IoT strategy’ to better seize the global digitalization opportunity

In 2019, the telecom industry will be wiser about its role in the global digitalisation trend. It will be more apparent to operators that the Cellular IoT (CIoT) connectivity option is suited to certain use cases; the automotive and logistics verticals being among the most promising ones. We believe that operators will revise their CIoT […]
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Published November 30, 2018 in , .