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When Telecom connect to the network they may use a vendor to do so but increasingly we are seeing vendor avoidance and open access or Open RAN being considered. Open is where Ethernity has the opportunity.
Ultimately Open will win because it is future proof, more agile and has the best solution at each stage at the best price. It will take many products from many suppliers to make it work efficiently. Ethernity can end to end or be a partial player as all has to be interoperable. Integrators and OEMs take the best from each function and graft together to make the best possible solution. ACEnic-100 will be in many offerings as will various degrees of firmware, software and off the peg solutions. Some raw some custom.
I have received a few messages asking how Ethernity makes money if 5G goes to say Ericsson or Nokia to provide a network.
Simply those providers may nationally provide the hardwired side of the system. The optical network, Telecom then connect to the network to make mobile or fixed connections. This is Tier one. Telecom may either directly sell access to users or through mobile operators to end users. The mobile vendor to customer is Tier two.
There are other possibilities like customer to customer and device to device. We'll see many private networks appearing. These are containerised networks that are secure and focused on the task. An example will be a car manufacturing plant or global network of plants. Thousands or millions of sensors manage production using IoT. This is just data collection. Then connect as many servos and you have actions and movements. This function is time critical and can only be completed at the edge. Very little will actually go back to a data center.
So Ethernity speed and flow the connections at Tier one, Tier two and in PtP scenarios like the car plant.
Costs to operators are the volume of data transferred, the hardware to perform the tasks, the power and the space required for the hardware.
Ethernity products reduce the power and space by 80%, reduce the hardware costs by requiring many fewer cores to perform the tasks and reducing the data flowing by prioritising the importance of data. Effectively only the results are sent nit the question.
All a bit random but answers about 5 questions in one post.
Very true but the fact is that this £7m company was IPOd a couple of years ago at 130p, investment from that funding has been several multiples of todays valuation. Much was spent on products that didn't sell but have a future market. In fact the company has changed direction several times as it became apparent exactly how the main players will move forwards. Once there was interest in O ran Ethernity moved quickly to address the needs. They have ready to go network appliances that will be significant earners once mass access is available.
The fact that a company with a 7m MC is even remotely competing against a chip giant like Xilinx is astounding. Looking forward to the week ahead atb .
Well if it is not from here something has gone very wrong. Ethernity was IPOd for the event which was then delayed 18 months hence running out of funds. I have a 3-5 year share worth target £5-10. That is from share price appreciation and dividend payments.
With the two founders substantial holdings they will want to move to dividends quickly to reward themselves. The model is very lean and a £50m turnover presents few costs above the £5m turnover. It is largely rinse and repeat
Fantastic, thank you for the reply, Tracylied.
Wouldn't hurt to hold a few, 2/ 3 year gain should be good
Machoman. Ethernity go down the line of a turnkey product and then strip the product bare so integrators and OEMs can adapt. This Xilinx product could form part of a future Ethernity product.
It is but this is a product for the core. That is a market Ethernity are yet to develop. Ethernity ACEnic-100 can be based in Xilinx or Intel fpga as a product. As firmware Ethernity code can run on any common set up.
There will be competitors however those linked to big OEMs will be at a disadvantage head to head with integrators because of the way the big names are consolidating. It says Open but they like vendor lock in.
The next big factor is price over functionality
Thank you for the post.
In comparison to Ethernity OEM solutions, is this better or does Ethernity need to evolve and update further? Open question, id you would kindly please elaborate, would be very much appreciated.
What is expected market cap for Ethernity in 2021, anyone have an idea
I guess this Xilinx card is the sort of thing Ethernity's products are up against:
https://www.forbes.com/sites/tiriasresearch/2020/09/16/xilinx-boosts-5g-with-new-t1-platform/#7c5bad166443