Keysite Technologies CFO Neil Dogarty told an investor conference this week that the expected improvement in the semiconductor supply chain issue did not appear to be realized in the second half of the year যদিও although at this point, he added that Keysite’s combination of Its investments in redesigning long-lead-time board components between alternative sourcing and its products are paying off.
“This has certainly been a very challenging year,” Dougherty said when asked about the state of semiconductor supply. “At the end, [the] The supply chain may be hitting the water. It’s definitely not going well. It could be worse. We were basically expecting some improvement in the second half; We don’t see any physical signs of it at the moment. ”
Nevertheless, KeySite has raised its revenue expectations for the year, and its order backlog has doubled from what it has historically been, driven by demand across its portfolio, Dougarty said, adding that the company’s revenue is a reflection of what it needs to meet. That demand is coming in support of 5G and open RAN deployments and development, and 6G research and development towards cellular communications, plus 400G, 800G and terabyte R&D wireline space, supporting the widespread demand for testing and testing in the automotive sector. Never the smallest semiconductor processor.
About 60% of KeySite’s revenue comes from R&D-related testing, another 30% from manufacturing testing and 10% from post-deployment optimization, Dogarty said. Software is becoming a growing percentage of its revenue, accounting for about 20% overall – but Dougherty noted that for some of Keysight’s 5G and Open RAN testing solutions, as much as 40-50% solution software content.
Giampaolo Tardioli said, “In the future, we will have more and more software capabilities to solve more problems, because the complexities that need to be solved need to be done through tools like AI and machine learning capabilities that are the underlying software.” Solutions Group, who also spoke during the session.
On the wireline side, Tardioli expects investments in 400G, 800G and terabit-G, and an “overlapping wave” of R&D. 400G is currently responsible for less than 5% of transceivers, he said, even 100G less than 25%; The 800G, meanwhile, is in “active, heavy R&D”.
Dougherty Baird told listeners at the 2022 Global Consumer, Technology and Services conference that 5G is still in its “very early days” and that each new release by Standard means R&D and another wave of deployment. In particular, Dotri noted that 5G is still initially placed in the sub-6 GHz spectrum. “From our point of view, there is still a lot of investment that is currently going on in millimeter waves,” he said. “It’s a question of when it’s not going to be at higher frequencies, because we’re starting to get engaged in 6G too and the frequencies aren’t getting lower, they’re just getting higher.”
Tardioli added that while most operators are still running 5G Release 15 networks, the Release 16 feature (including the 5G standalone network core) is still coming and is releasing 17 at an “active” R&D stage.
“All the promises of 5G are still before us,” Tardioli said.
