China Wireless Infrastructure and Macroeconomics report focuses on 5G developments in China, including macroeconomics, geopolitics, and technology. The publication date is scheduled a few weeks after the 4 services providers (China Broadcasting Network, China Mobile, China Telecom, China Unicom) provide their annual reports so that we can gather many details about 2021 and provide a 2022 outlook and a 5-year forecast. This report also includes RAN vendor market shares and analysis.
With over 33 years of experience in the telecommunications industry, including 26 years in Silicon Valley, Stéphane Téral is regarded as one of the top analysts in his field, having been the trusted advisor at some of the world's largest telecom providers and manufacturers. He specializes in next-generation mobile infrastructure including 5G and 6G, network disaggregation, cloud and quantum networking, programmable core networks and service provider digital transformation. He also tracks overall telecom economics and forecasts service provider capex, opex and revenue as well as managed services.
As an advisor to start-ups, service providers, vendors, and investment companies, Mr. Téral helps clients identify new market opportunities, conducts due diligence, and advises on product positioning and development, business plans and M&A. A highly sought thinker and speaker, Mr. Téral has been quoted in prestigious publications such as Nikkei Asia, The Economist, Le Monde, Les Echos, L’Usine Nouvelle, Barron's, and The Wall Street Journal. He also chairs and presents at global industry events including ECOC, Brooklyn 5G Summit, 5G World, Mobile World Congress (MWC), and Layer 123 World Congress. Mr. Téral has been a frequent expert judge for industry and technology innovation awards, such as the GSMA MWC GLOMO Awards, Layer 123 World Congress, Telco AI Summit, and 5G World.
In 2006, Mr. Téral joined Infonetics Research (later acquired by IHS Markit and Informa Tech/Omdia in 2019) where he developed and lead the mobile infrastructure and telecom research coverage. Previously, Mr. Téral was with analyst firm RHK, where he developed the European optical coverage and helped carriers migrate from PSTN to next-generation networks. Prior to RHK, he was an R&D engineer and project manager with Alcatel where he deployed the CATV optical networks that allowed the 1992 Olympics and the grand opening of Euro Disney to be televised using fiber optics for the first time. Mr. Téral is a McGowan Scholar at the McLaren School of Business, University of San Francisco where he received his MBA. He has an engineering degree in telecommunications from Télécom Sud in Paris now known as the Institut Polytechnique de Paris, France.