Regional & Global Markets for Millimeter-Wave Radios & Transceivers into 5G ‘xhaul': 2020-2028

ES.1 mmWave Links
ES.2 mmWave Radios
ES.3 mmWave Transceivers and Chipsets
ES.4 Markets for mmWave Radios
ES.5 V-Band
ES.6 E-Bands
ES.7 mmWave Transceiver Markets
ES.8 V-band and Lower E-band Transceiver Markets

1.1 Why yet another ‘G’?
1.2 The emergence of 5 G and the Importance of mmWave
1.2.1 Fiber optics and mmWave
1.2.2 mmWave Transmission Challenges
1.2.3 Assigned mmWave Frequency Bands

3.1 Introduction
3.2 CSPs (including websites where known)
3.3 CSPs Known to Have Implemented mmWave Links
3.4 Non-Public Network Operators (NPNs)
3.4.1 Federated Wireless
3.4.2 Inseego Corp
3.4.3 Redline Communications
3.4.4 Skyriver Communications
3.4.5 Vubiq Networks
3.5 Specialist Network Systems Suppliers (mmWave)
3.5.1 Cambium Networks
3.5.2 Cambridge Communications Systems Ltd.
3.5.3 Ceragon Networks
3.5.4 Comba Telecom
3.5.5 Fiber Tower
3.5.6 Proxim Wireless
3.5.7 Vubiq Networks

4.1 Introduction
4.2 Overall Details of the mmWave Radio OEMs
4.3 Frequency Bands Available from OEMs’ Various mmWave Radios
4.4 Companies’ Sourcing of RF Semiconductors
4.5 Geographic and Structural Analysis of the OEMs

5.1 Aviat Networks
5.2 BridgeWave Communications
5.3 E-Band Communications
5.4 Ericsson
5.5 Filtronic plc
5.6 Fujikura Ltd.
5.7 Huawei Technologies Co. Ltd.
5.8 LightPointe
5.9 Movandi
5.10 Nokia
5.11 REMEC Broadband
5.12 Qualcomm
5.13 SAF Technika
5.14 Samsung Electronics
5.15 Siklu
5.16 Wireless Excellence Ltd.
5.17 Ubiquiti

6.1 Introduction
6.2 Transmit/Receive mmWave Modules (‘Transceivers’)
6.3 OEMs
6.3.1 Introduction to the Identified OEMs
6.3.2 Analysis of the Identified OEMs
6.3.3 Summary of OEMs by Frequency Bands Covered
6.3.4 Transceiver OEMs Sourcing of RF Semiconductors
6.3.5 Profiles of the mmWave Transceiver OEMs
6.3.5.1 Eravant
6.3.5.2 Filtronic
6.3.5.3 Maja Systems
6.3.5.4 Millimeter Wave Products
6.3.5.5 PRFI
6.4 Two Further Companies having Relevant & Significant Potential
6.4.1 Milliwave Silicon Solutions, Inc.
6.4.2 Nxbeam, Inc.

7.1 Introduction
7.2 Definitions and organization of the data and forecasts
7.2.1 Total markets, TAMs and captive markets
7.2.2 Methodology
7.3 Critiques relating to all the data
7.4 Factors which could upset the TAM data significantly
7.5 Overall (Total) Global Markets for mmWave Radios
7.6 Regional Total TAMs
7.6.1 Presentation of the data
7.6.2 Analysis and critique of the above data
7.7 K and Ka-band (Combined)
7.7.1 Presentation of the overall data
7.7.2 Analysis and critique of the above data
7.7.3 Presentation of the regionally-segmented data for K/Ka-band
7.7.4 Analysis and critique of the above data
7.8 V-band
7.8.1 Presentation of the overall data
7.8.2 Presentation of the regionally-segmented data for V-band radios
7.8.3 Analysis and critique of the above data
7.9 Lower E-band
7.9.1 Presentation of the overall data
7.9.2 Presentation of the regionally-segmented lower E-band data
7.9.3 Analysis and critique of the above data
7.10 Upper E-band
7.10.1 Presentation of the overall data
7.10.2 Presentation of the regionally-segmented data for upper E-band radios
7.10.3 Analysis and critique of the above data
7.11 W-band
7.11.1 Presentation of the overall data
7.11.2 Presentation of the regionally-segmented data for W-band radios
7.11.3 Analysis and critique of the above data
7.12 Overall Summary of the Market Forecasts for mmWave Radios
7.13 mmWave Transceiver Markets
7.14 Overall (Total) Global Markets for mmWave Transceivers
7.15 Regional Total TAMs for mmWave Transceivers
7.15.1 Presentation of the data
7.15.2 Analysis and critique of the data
7.16 V-band Transceivers
7.16.1 Overall (Total) Global Markets for V-band Transceivers
7.16.2 Regional Total TAMs for V-band Transceivers
7.16.3 Brief Commentary on these data
7.17 Transceivers operating in the Lower E-band
7.17.1 Overall (Total) Global Markets for ‘lower E-band’ Transceivers
7.17.2 Regional Total TAMs for ‘lower E-band’ Transceivers
7.17.3 Brief Commentary on these data
7.18 Transceivers operating in the Upper E-band
7.18.1 Overall (Total) Global Markets for ‘Upper E-band’ Transceivers
7.18.2 Regional Total TAMs for ‘Upper E-band’ Transceivers
7.18.3 Brief Commentary on these data
7.19 W-band Transceivers
7.19.1 Overall (Total) Global Markets for W-band Transceivers
7.19.2 Regional Total TAMs for W-band Transceivers
7.19.3 Brief Commentary on these data

Figure ES.1 Countries of HQ for mmWave Radio OEMs c. 2 02 0
Figure ES.2 Numbers of OEMs Offering Radios in Each Frequency Band (actual: year 2 02 0)
Figure ES.3 Schematic of a mmWave Transceiver
Figure ES.4 Overall Global TAMs for all mmWave Radios Combined ($bn)
Figure ES.5 Annual TAMs for all mmWave Radios by Geographic Region ($M)
Figure ES.6 Total (Global) Annual TAMs for V-band Radios ($bn)
Figure ES.7 Annual TAMs for V-band Radios by Geographic Region ($M)
Figure ES.8Total (Global) Annual TAMs for Lower-E-band Radios ($bn)
Figure ES.9Annual TAMs for Lower-E-band Radios by Geographic Region ($M)
Figure ES.10Overall Global TAMs for all mmWave Transceivers Combined ($M)
Figure ES.11 Annual TAMs for all mmWave Transceivers by Geographic Region ($M)
Figure ES.1 2 Total (Global) Annual TAMs for V-band Transceivers ($M)
Figure ES.1 3 Annual TAMs for V-band Transceivers by Geographic Region ($M)
Figure ES.1 4 Total (Global) Annual TAMs for Lower-E-band Transceivers ($M)
Figure ES.1 5 Annual TAMs for Lower-E-band Transceivers by Geographic Region ($M)
Figure 1.1 Atmospheric (dry, sea level) attenuation vs Frequency
Figure 2.1 Supply chains associated with providing the ‘xhaul’ for 5 G networks
Figure 3.1 Geographical Distribution of Sales for Ceragon Networks: Full Year 2 01 9
Figure 3.2 Geographical Distribution of Sales for Ceragon Networks: 1 st Half Year 2 02 0
Figure 4.1 Countries of HQ for mmWave Radio OEMs c. 2 02 0
Figure 4.2 Countries of HQ for mmWave Radio OEMs c. 2 02 8
Figure 4.3 Numbers of OEMs Offering Radios in Each Frequency Band (actual: year 2 02 0)
Figure 4.4 Numbers of OEMs Offering Radios in Each Frequency Band (forecast: year 2 02 8)
Figure 6.1 Schematic of a mmWave Transceiver Module
Figure 6.2 Transceiver Suppliers by Geographic Region 2 01 9/2 02 0
Figure 6.3 Transceiver Suppliers by Geographic Region 2 02 8
Figure 6.4 Numbers of OEMs Offering Transceivers in Each Frequency Band (actual: year 2 02 0)
Figure 6.5 Numbers of OEMs Offering Transceivers in Each Frequency Band (forecast: year 2 02 8)
Figure 7.1 Total Market, Captive Market and TAM
Figure 7.2 Overall Global TAMs for all mmWave Radios Combined ($bn)
Figure 7.3 Annual TAMs for all mmWave Radios by Geographic Region ($M)
Figure 7.4 Total (Global) Annual TAMs for K/Ka-band Radios ($bn)
Figure 7.5 Annual TAMs for K/Ka-band Radios by Geographic Region ($M)
Figure 7.6 Total (Global) Annual TAMs for V-band Radios ($bn)
Figure 7.7 Annual TAMs for V-band Radios by Geographic Region ($M)
Figure 7.8 Total (Global) Annual TAMs for Lower-E-band Radios ($bn)
Figure 7.9 Annual TAMs for Lower-E-band Radios by Geographic Region ($M)
Figure 7.10 Total (Global) Annual TAMs for Upper-E-band Radios ($bn)
Figure 7.11 Annual TAMs for Upper-E-band Radios by Geographic Region ($M)
Figure 7.1 2 Total (Global) Annual TAMs for W-band Radios ($M)
Figure 7.1 3 Annual TAMs for W-band Radios by Geographic Region ($M)
Figure 7.1 4 Overall Global TAMs for all mmWave Transceivers Combined ($M)
Figure 7.1 5 Annual TAMs for all mmWave Transceivers by Geographic Region ($M)
Figure 7.1 6 Total (Global) Annual TAMs for V-band Transceivers ($M)
Figure 7.1 7 Annual TAMs for V-band Transceivers by Geographic Region ($M)
Figure 7.1 8Total (Global) Annual TAMs for Lower-E-band Transceivers ($M)
Figure 7.1 9Annual TAMs for Lower-E-band Transceivers by Geographic Region ($M)
Figure 7.2 0Total (Global) Annual TAMs for Upper-E-band Transceivers ($M)
Figure 7.2 1 Annual TAMs for Upper-E-band Transceivers by Geographic Region ($M)
Figure 7.2 2 Total (Global) Annual TAMs for W-band Transceivers ($M)
Figure 7.2 3 Annual TAMs for W-band Transceivers by Geographic Region ($M)

Table ES.1 mmWave Frequency Bands
Table 1.1 mmWave Frequency Bands
Table 1.2 Comments Regarding Each Band
Table 3.1 Presentation Table for Ceragon Networks
Table 3.2 Geographic Distribution of Sales for Ceragon Networks (%, 2 01 9)
Table 3.3 Geographic Distribution of Sales for Ceragon Networks (%, 1 st half 2 02 0)
Table 4.1 Countries of Headquarters for the mmWave Radio OEMs
Table 4.2 Frequency Bands Covered by mmWave Radios Available from each OEM (2 02 0 data)
Table 4.3 Sourcing of RF Semiconductors for the mmWave Radio OEMs
Table 4.4 Geographic and Structural Features Associated with each mmWave Radio OEM
Table 5.1 Presentation Table for Ericsson
Table 5.2 Recent Financial Results for Filtronic
Table 5.3 Recent Financial Results for Fujikura Group
Table 5.4 Presentation Table for Huawei
Table 5.5 Presentation Table for Nokia
Table 5.6 Presentation Table for Ubiquiti
Table 6.1 Countries of Headquarters for the mmWave Transceiver OEMs
Table 6.2 Frequency Bands Covered by mmWave Transceivers Available from each OEM
Table 6.3 Sourcing of RF Semiconductors for the mmWave Transceiver OEMs
Table 7.1 Changes to the “Surprise-Free” TAM Data Anticipated if a Major Disaster Occurred any Time Through to 2 02 8
Table 7.2 Overall Global TAMs for all types of mmWave Radios ($bn)
Table 7.3 Regional TAMs for all types of mmWave Radios ($M)
Table 7.4 Overall Global TAMs K/Ka-band Radios ($bn)
Table 7.5 Regional TAMs for K/Ka-band Radios ($M)
Table 7.6 Overall Global TAMs V-band Radios ($bn)
Table 7.7 Regional TAMs for V-band Radios ($M)
Table 7.8 Overall Global TAMs for Radios Operating in the Lower E-band ($bn)
Table 7.9 Regional TAMs for Radios Operating in the Lower-E-band ($M)
Table 7.10 Overall Global TAMs for Radios Operating in the Upper E-band ($bn)
Table 7.11 Regional TAMs for Radios Operating in the Upper E-band ($M)
Table 7.12 Overall Global TAMs for Radios Operating in W-band ($M)
Table 7.13 Regional TAMs for W-band Radios ($M)
Table 7.14 Overall Global TAMs for mmWave Transceivers ($M)
Table 7.15 Regional TAMs for mmWave Transceivers ($M)
Table 7.16 Overall Global TAMs V-band Transceivers ($M)
Table 7.17 Regional TAMs for V-band Transceivers ($M)
Table 7.18 Overall Global TAMs ‘lower E-band’ Transceivers ($M)
Table 7.19 Regional TAMs for ‘lower E-band’ Transceivers ($M)
Table 7.20 Overall Global TAMs ‘Upper E-band’ Transceivers ($M)
Table 7.21 Regional TAMs for ‘Upper E-band’ Transceivers ($M)
Table 7.22 Overall Global TAMs W-band Transceivers ($M)
Table 7.23 Regional TAMs for W-band Transceivers ($M)