Vodafone And Intel's Ambitious Endeavor Faces The Open RAN Adoption Hurdle
Portfolio Pulse from Anusuya Lahiri
Vodafone Group Plc is partnering with Intel Corp to develop a specialized chipset architecture for Open RAN networks. The telecom company has also conducted its first 4G calls using Open RAN on network sites it shares with Orange in Romania. A partnership with Nokia Corp is also in progress to trial the technology in Italy. However, the adoption of Open RAN technology has been slow, with companies like Ericsson, Nokia, and Huawei Technologies Co. still dominating the market with their proprietary solutions.
October 09, 2023 | 3:49 pm
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Intel is partnering with Vodafone to develop a specialized chipset architecture for Open RAN networks.
Intel's partnership with Vodafone for the development of a specialized chipset for Open RAN networks indicates a potential new revenue stream. However, the slow adoption of the technology may limit the short-term impact on Intel's stock.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 75
NEUTRAL IMPACT
Nokia is partnering with Vodafone to trial Open RAN technology in Italy.
Nokia's partnership with Vodafone for Open RAN trials indicates a potential new revenue stream. However, the slow adoption of the technology and Nokia's existing dominance in the market may limit the short-term impact on Nokia's stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Orange has conducted its first 4G calls using Open RAN on network sites it shares with Vodafone in Romania.
Orange's successful test of 4G calls using Open RAN technology, in partnership with Vodafone, indicates a potential expansion of its network capabilities. However, the slow adoption of the technology may limit the short-term impact on Orange's stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Vodafone is investing in Open RAN technology, partnering with Intel, Orange, and Nokia. However, adoption of the technology has been slow.
Vodafone's investment in Open RAN technology and partnerships with Intel, Orange, and Nokia indicate a strategic move towards this technology. However, the slow adoption of the technology and the dominance of other companies in the market may limit the short-term impact on Vodafone's stock.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 100