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To: E_K_S who wrote (53331)	11/1/2020 8:21:30 PM
From: Johnny Canuck	1 Recommendation Recommended By E_K_S Respond to of 69761

On the surface it looks like Ceragon Networks Ltd (CRNT) and Cambium Networks Corp (CMBM) are system integrators not semiconductor manufacturers. So they would buy components that they assemble into their propreitary systems. It is hard to tell from their websitse if they design custom chips. Even if they did it is more likely that they outsource it if they do to a contracted Fab, so that Fab would be COHUs customers. Robert may be able the shed more light on the specifics of COHU's RF test products but their systems are more involved in automating the testing process (pick and place robots) and temperature testing of the chips (thermal testing) in the Q&A phase. These are huge systems that you buy to place in a Fab as part of the production line. This would nothing to do with field testing or in house testing of the systems from CRNT and CMBM. That kind of testing involves test equipment from Insight, Avaya, Dolch etc ...(essentially spectrum analyzers and field strength meters). Using micro-wave technology to connect base stations means you are band limited (ie .. capacity limited) for each microwave link. Maybe not a problem in developing countries where less of the spectrum is allocated but definitely an issue for North American and European markets, especially in dense urban environments. The promise of 5G is more capacity for the given spectrum. Going from 5G to microwave would be like racing down a 10 lane highway then all the traffic hitting a one lane in either direction road to use a simple analogy. You need to create more links, which may be possible in developing countries, or all that 5G technology is wasted. On the demand side 5G requires more base stations as the range is shorter than 4G. In dense urban environment I have seen estimates in some urban cores of less than 100 meters between attennaes and repeaters. The roll out and the amount of labor and contracts related to renting space to place the base stations and repeaters given the greater density is going to huge.I asked a Nokia rep about how the base station were going to accommodated in large urban center, given that you need to rent the space to place the base station, and even he was unsure of what his customers were going to do. Keep in mind this was last year when most 5G deployments were limited trials. This is not my specific area of expertise. I have friends that work in companies that design 5G systems and some of what I work on take advantage of the networks.