Mobile carrier capital expenditures (CAPEX) on infrastructure will enter a progressive decline beginning in 2006 that will see infrastructure investments decrease from 47 percent of total operator CAPEX to 33 percent by 2009. While infrastructure spending will remain the largest slice of the CAPEX pie, Pyramid Research�s new report examines how vendors must adapt their business models to address the evolving mobile operator expenditure patterns to capture new, non-infrastructure investment opportunities. Report author Ozgur Aytar states, �The rapid growth of non-infrastructure spending is due to the combined effect of factors ranging from demand for additional capacity to convergence and network evolution towards next-generation networks (NGNs).� Operator investments are shifting from coverage-based radio network deployments towards advancements in the core network, new applications, and network professional services. Increasing network complexity and the fierce competitive market are creating new business opportunities outside of the traditional equipment business for vendors. The opportunities with managed services, systems integration, performance services, and other consultative services will experience rapid growth over the next several years.
From my vantage point, few areas are evolving as rapidly and with such profound implications as the space sector. For decades, satellites were essentially fixed hardware – powerful, expensive, but ultimately immutable once launched. That paradigm is undergoing a transition driven by Software-Defined Satellites (SDS). A recent market study by ABI Research underscores this transition, painting a picture of technological advancement and a fundamental reshaping of global connectivity, security, and national interests. LEO SDS Market Development The core concept behind SDS is deceptively simple yet revolutionary: decouple the satellite's capabilities from its physical hardware. Instead of launching a satellite designed for a single, fixed purpose (like broadcasting specific frequencies to a specific region), SDS allows operators to modify, upgrade, and reconfigure a satellite's functions after it's in orbit, primarily through software updates. The ABI Research report highlights ...