It’s really tough these days being a technology supplier to the wireless operators. In the past few weeks, both Ericsson and Nokia, the two largest suppliers of wireless operator infrastructure hardware and software, both reported significant reductions in revenues.
You might think the wireless business is going downhill or there’s been a big drop off in mobile subscribers. Actually, these announcements do not have anything to do with a decline in the use of smartphones or tablets. Rather, it has more to do with the timing of the migration from the current “4G” technologies (headed by the introduction of LTE) to “5G” technologies that have not yet been finalized.
