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October 12, 2022
14:40
SKT, e& make Middle East metaverse play
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SK Telecom (SKT) inked a deal with operator e& to bring its metaverse knowledge to the Middle East, a collaboration which will include building a platform based on consumer demands. The duo signed a Memorandum of Understanding covering the promotion of the metaverse in e& markets, with Saudi Arabia and UAE identified as having particularly strong potential. Their potential set up would involve SKT tailoring metaverse services based on insights from e&. The companies plans to localise the metaverse according to the region's traditions and cultures, incorporating iconic landmarks and appropriate avatars. e& launched a metaverse platform in partnership with device maker HTC earlier this week. “We expect to deliver new and differentiated metaverse experiences to customers in the Middle East and develop global opportunities for our metaverse service”, SKT chief development officer Ha Min-yong stated. The South Korean operator's Ifland metaverse platform [1] had racked up 8.7 million downloads by July, a year after it launched. [1] [https:]
13:51
Regulators sceptical on operator network funding calls
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A group representing national regulators from European countries positioned itself against mobile operators [1] calling for large content providers to contribute to network costs, arguing the proposal could present risks to the internet ecosystem. In preliminary findings, the Body of European Regulators for Electronic Communications (BEREC) voiced cynicism expensive network upgrades were needed to handle increased IP traffic volume, which is one of the arguments for so-called big tech to contribute. BEREC asserted the proportion of upgrade costs related to traffic volume increases were “very low”, noting the majority of spend in this area was related to extending coverage. In its report into the issue and potential imposition of related regulation, the organisation argued there must be “adequate justification for intervening in the market”. It also claimed a model where content providers pay for access “provide ISPs the ability to exploit the termination monopoly and it is conceivable that that such a significant change could be of significant harm to the internet ecosystem”. BEREC also gave credence to the argument large platforms had made investments to bring their own infrastructure “closer to ISPs” alongside having the ability to optimise data efficiency of services. Big-name operators and industry associations have recently upped calls for large technology players to help fund communications infrastructure [2] within the European Union. The issue is set to be assessed by the European Commission in 2022 [3]. [1] [https:] [2] [https:] [3] [https:]
12:50
Samsung eyes 6G boost in UK
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Samsung formed a 6G research group in the UK focused on developing next-generation network technology and devices, marking a significant investment increase in the country by the South Korean vendor. The company stated the research group will be part of a wider global 6G development project, spanning multiple overseas research centres. It identified the UK as one of the “key countries” with a long history of innovation in the mobile industry. The project will be based at Samsung’s R&D institute UK, established in 1996 and the company's first such facility outside of its home market. Work at the centre currently focuses on communications networks, data intelligence, on-device AI and expertise specialist areas of visual development, security, IoT and telecoms. Sweat Through new funding for 6G, Samsung said it would create multiple roles in research in the UK, as it attempts to deliver on its vision for the technology outlined at its first 6G Forum in May [1]. Sunghyen Choi, head of advanced communications research centre, described the preparation for 6G as a “long and sweaty journey”, and it would work in the UK to “deliver the next hyper-connected experience to every corner of our customers’ lives in the 6G era”. Samsung, like many of its industry peers, are targeting 6G deployment in around 2030. [1] [mobileworldlive.com]
12:44
T-Mobile picks Google Cloud to improve customer care
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T-Mobile US moved to bolster its customer care services by tapping Google Cloud's AI, data analytics, machine learning and edge technologies. Similar to other Google Cloud operator partnerships, T-Mobile is seeking improved visibility [1] into customers’ needs. The operator stated it will employ Google Cloud’s BigQuery and BigQuery ML to predict usage trends, and identify and respond to customer problems. Various AI products are set to be used for chat-based interactions with customers which T-Mobile stated would speed resolution of problems. Marcus East, EVP and CDO at T-Mobile, stated the companies will “address trends in consumer behaviour, drive deeper relationships and evaluate our customer-first approach”. Various operators including AT&T, BT Group, Verizon and Dish Network are forming partnerships with cloud providers for customer care, edge services and core network functions. [1] [https:]
12:29
Verizon creates services support group
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US operator Verizon consolidated operations from various sectors of its business into a centralised services group to streamline processes and incorporate best practices. The company's chief administrative officer and general counsel Craig Silliman (pictured), was named president of Verizon Global Services (VGS), effective immediately. He’s now responsible for most of the shared services teams across the company including property, sourcing, supply chain, fleet, finance operations, global technology solutions, reporting and insights, learning and development, public policy and information security. VGS will also oversee partnerships with thousands of companies which provide services to the operator. “This is a logical evolution of our strategy,” stated Verizon CEO and chair Hans Vestberg. “These moves will accelerate our efforts to drive efficiencies, enabling us to reinvest savings in network superiority and customer growth.” Verizon added Vandana Venkatesh takes on Sillman's responsibilities under a new chief legal officer role.
12:18
Docomo unit invests in US-based Sitetracker
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An NTT Docomo subsidiary invested an undisclosed amount in US-based software provider Sitetracker to support development of tools to streamline infrastructure installation and deployment. NTT Docomo Ventures stated Sitetracker's software enables infrastructure companies to manage projects, fixed assets, partner operational status and installations from a single site. It also allows companies to share data with vendors and contractors to reduce the time spent exchanging information to speed project launches. The Japanese company explained Sitetracker provides an SaaS service covering installation of infrastructure for telecoms, energy, smart cities and property. By integrating data across construction projects, companies can estimate the return on investment of the installed infrastructure, it stated. Sitetracker's customers include BT Group, KPN and ChargePoint, an electric vehicle charging station operator in the US. NTT Docomo Ventures explained the Sitetracker charging set-up was gaining traction in the US and Europe, noting a "high affinity" between the software company's services and parent NTT Docomo Group's "construction of social infrastructure". Last last month, Sitetracker completed a round of equity and debt financing totalling $96 million.
11:49
Meta targets professionals with latest Quest
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Meta Platforms CEO Mark Zuckerberg (pictured) unveiled its latest VR headset, featuring mixed reality elements designed to expand the use case beyond entertainment into professional services. The Meta Quest Pro is the company's first featuring inward-facing sensors to capture natural facial expressions and eye tracking. It also features high-resolution outward-facing cameras to capture four-times as many pixels as the Meta Quest 2 [1]. The cameras allow users to see the world around them while also overlaying graphics. The Meta Quest Pro is first device powered by Qualcomm’s Snapdragon XR2+ Gen 1 chipset, enabling more advanced graphics. The device also features a fast-charge USB-C adapter, 256GB of storage and 12GB RAM. Microsoft chairman and CEO Satya Nadella appeared during the online launch event to announce a partnership with Meta Platforms which will see the software giant make services including Teams and Windows available for Quest devices from 2023. Meta Quest Pro shipments are due to begin on 25 October, priced from $1,500. [1] [https:]
11:15
KT develops private 5G network testbed
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KT unveiled plans to build a specialised 5G testbed running on the 4.7GHz band designed to enable multiple customers to access its core network equipment from the public cloud. In a translated statement, KT explained the facility will give businesses a one-stop for testing equipment for specialised network applications and interoperability with terminals, and conducting network trial operation and inspection. The company added the testbed is expected to reduce the cost and technical requirements for companies considering introducing private networks. KT noted private 5G networks enables customers to easily deploy additional capabilities including AI, security and digital transformation services via its SaaS offering. Min Hye-byung, head of DX services at KT Enterprise, said customers using its private network can select the design, construction and operation of specific applications, such as network management tools. The operator is deploying private 5G networks at Seoul National University and Samsung Seoul Hospital.
10:10
KDDI prepares Starlink launch
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KDDI signed an agreement with SpaceX to act as an authorised Starlink integrator, with plans to offer the satellite internet service to its enterprise and government customers later this year. The operator stated it conducted a series of technical demonstrations with Starlinksince 2021 which demonstrated the quality and performance of the service, including for use in mobile backhaul. SpaceX VP of Starlink sales Jonathan Hofeller stated after recently launching [1] in Japan, it looks forward to offering a service that "we've seen provide critical connectivity" in more than 40 countries. KDDI selected Starlink [2] as a backhaul provider in 2021. An experimental licence was issued by Japan's Ministry of Internal Affairs and Communications to operate a ground station for Starlink service installed at KDDI’s Yamaguchi Satellite Communication Centre. Starlink also is preparing to launch [3] service in India. [1] [https:] [2] [https:] [3] [https:]
October 11, 2022
17:48
SpaceX makes Asia debut in Japan
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SpaceX’s Starlink service launched in Japan, the first of several planned deployments of the satellite-based broadband system in Asia. The company revealed the launch in a tweet yesterday (10 October), explaining the service is now available in the north of Japan. SpaceX plans to expand to the south and the island of Hokkaido in the current quarter. Nikkei Asia reported the service costs JPY12,300 ($84.46) per month, with the required equipment priced at JPY73,000. A map in SpaceX's tweet revealed it plans to expand Starlink availability into Malaysia and South Korea in Q1 2023. CNN reported Starlink is also working with the Philippines government on a nationwide launch by mid-2023. Japanese operator KDDI agreed a deal with SpaceX [1] in 2021 to deliver broadband internet to 1,200 remote mobile towers through Starlink satellites. At the time, it stated the service could be up and running for customers in rural and remote areas this year. [1] [https:]
16:11
HMD Global boss to step down
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HMD Global CEO Florian Seiche (pictured) announced plans to leave the company after six years at the helm, during which he asserted it had become a leader in the global device market. In a LinkedIn post, Seiche thanked HMD Global's leadership and staff, along with customers and fans. His tenure included the re-introduction of several classic Nokia devices, which he noted complemented its work on Android smartphones and tablets. Seiche cited achievements including taking leading positions in the smartphone markets of South Africa, the UK and USA "as well as the Enterprise and Services segments" as key milestones of his time leading the company, The executive has a long history in the device world, having headed Orange's global device unit when it developed the SPV device in the early 2000s, along with spells with Siemens, Nokia, Microsoft and HTC (which manufactured the SPV). He noted HMD Global had recently introduced an eco-friendly initiative encouraging users to keep their phones for longer, a programme Seiche stated showed the company is "innovating with purpose across the entire smartphone line-up".
13:08
Telenor moves on Asia revamp
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Telenor Group formally created an independent Asia segment of its business headquartered in Singapore and charged with running its units in the region, as it continues to assess [1] a potential IPO for the new entity. The company revealed a plan to strengthen its Singapore office and hand its regional units more autonomy earlier this year [2]. It noted Telenor Asia would have full responsibility for its businesses in Bangladesh, Malaysia, Pakistan and Thailand. As part of the revamp, each individual market will have dedicated investment management teams. Its Telenor Asia headquarters will be bolstered across various business areas including finance, operations, risk management and governance. Head of Telenor Asia Jorgen Rostrup stated increasing its operations in Singapore would help “safeguard our interests in the region”, indicating the business would work towards exploring “structural partnerships or, in the future, a potential IPO”. The business is charged with achieving cashflow of $1.2 billion by 2025, a target it expects to reach by focusing on three specific areas alongside synergies from expected mergers [3] going through regulatory processes in Malaysia [4] and Thailand. Opportunities identified are increasing mobile adoption in Bangladesh and Pakistan; boosting B2B revenue across the region; and expansion beyond core connectivity in areas such as insurance, security and gaming products. [1] [https:] [2] [https:] [3] [https:] [4] [https:]
12:42
Nokia opens app marketplace for operators
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Nokia rolled out an app store specifically for mobile operators which require automation services, a move designed to offer the industry flexibility as networks continue to evolve. The vendor stated the Altiplano Application Marketplace, named after the vendor’s broadband network controller suite, will include in-house and third-party apps organised under the categories of network support, insight and automation. Upon launch, it has seven apps available but new offerings and features will follow in 2023 as more developers come on board. Nokia explained operators can develop and organise their own applications within the marketplace, as well as using the developer portal to customise their network tools, personalise the user interface, customise APIs, add service profiles, and build their own network policies and automation workflows. Geert Heyninck, VP of broadband networks, said Nokia had opened up the Altiplano platform as it had seen “no two networks, and likewise, no two automation solutions are alike”. Network support apps will be used by operators to maintain, troubleshoot and protect fixed networks; insight will improve quality and service assurance with actionable insights; and automation will help optimise the network, provide service and subscriber operations to increase operational efficiency and improve customer performance.
11:56
More companies linked with Vantage Towers move
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Brookfield Asset Management and Digital Bridge Group reportedly became the latest to explore taking a stake in Vodafone Group's Vantage Towers, mulling a move through their majority stake in GD Towers. Bloomberg reported negotiations were ongoing and there was no certainty that GD Towers would proceed with a binding offer. Brookfield Asset Management and Digital Bridge acquired a majority stake in GD Towers earlier this year. Vodafone CEO Nick Read previously indicated a desire to merge Vantage Towers [1] with a big name peer as part of moves to refocus the operator's business. It it reportedly looking to sell part of its near 82 per cent stake in Vantage Towers through an auction, with private equity companies KKR, Global Infrastructure Partners and EQT previously linked [2] with a move. Bloomberg reported American Tower and Cellnex were also interested. [1] [https:] [2] [https:]
11:46
Parties seek more time for Telecom Italia fibre deal
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A deal to create a single fibre network in Italy looked set to take longer than planned, with Telecom Italia revealing Open Fiber, CDP Equity and Macquarie Asset Management asked for more time to review arrangements. Telecom Italia stated the parties sought to extend an original goal [1] of signing binding agreements by the end of this month, citing the scale and complexity of the deal. CDP Equity, Macquarie Asset Management and Open Fiber told Telecom Italia the "magnitude of the transaction and the time required to analyse" information the operator had provided "requires an extension of the indicative timeline originally discussed". Telecom explained further negotiations involving all parties are scheduled to take place this week and private equity company KKR is on board with the latest development. The operator originally opened talks with CDP Equity as part of a bid to fend off a takeover offer [2] by KKR. [1] [https:] [2] [https:]
10:41
Philippines passes SIM registration act
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Philippine President Ferdinand Marcos Jr approved a law aimed at curbing text scams by requiring all SIM cards to be registered and operators to maintain a register of prepaid subscribers. The SIM registration act requires prepaid users to register and verify their phone numbers with their service provider within 180 days of the law going into effect. Subscribers can register by presenting a valid government ID with photo. A 120-day extension can be requested from the Department of Information and Communications Technology. Roy Ibay, Smart Communications VP and head of regulatory affairs, hailed the approval of the act, but stated operators need more time to prepare for SIM registration and test their systems to ensure the safety of the information collected. He noted an information campaign on the SIM registration process will be launched, with Smart aiming to ensure its prepaid customers "a smooth and hassle-free experience upon registry of their SIMs". "This industry-wide effort will impact not just the telecommunications companies but the thousands of retailers and millions of Filipinos using telco services as well." He added Smart is prepared to participate in the drafting of of the bill's implementing rules and regulations.
10:26
Australia probes Optus cyberattack
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The fallout from a data breach [1] at Optus last month continued to reverberate across Australia, with the Office of the Australian Information Commissioner (OAIC) and the Australian Communications and Media Authority (ACMA) kicking off separate investigations. OAIC’s review will focus on whether Optus took reasonable steps to protect user data from misuse or disclosure, and to implement practices and systems to ensure compliance with Australian privacy principles. The regulator also will look at how Optus handled personal information and whether the details collected and held were necessary for its business. In a statement OAIC explained its probe will be coordinated with ACMA's investigation into Optus' obligations as a telecoms service provider, covering the acquisition, authentication, retention, disposal and protection of personal information, and requirements to provide fraud mitigation protections. The ACMA review will be made public once completed. It is working with OAIC and the Department of Home Affairs. Last week, the government prepared new regulations [2] to better protect consumers from fraud and Optus appointed Deloitte [3] to independently review its security systems and controls. [1] [https:] [2] [https:] [3] [https:]
October 10, 2022
16:31
Verizon strategy boss turns attention to 5G-Advanced
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LIVE FROM MWL UNWRAPPED: Rima Qureshi, EVP and CSO at Verizon (pictured), promised the US giant would pull the trigger on 5G-Advanced very soon after standards were ratified by the 3GPP, while insisting the technology will pave the way towards network slicing. During the opening keynote of Mobile World Live’s new digital Unwrapped event, Qureshi said network slicing would be possible with 5G-Advanced, enabling a “very coordinated ecosystem approach” to truly thrive. “We are starting to have those discussions with the GSMA and other operators, and the overall ecosystem to look at how we are going to enable the slicing capabilities that 5G-Advanced and 5G enables,” she said. Gradual deployment As well as network slicing, there will be a focus on coverage, and additional support for IoT devices and AI solutions with 5G-Advanced. For coverage, Qureshi said Verizon was looking forward to boosting its fixed wireless access (FWA) play, covering more of the rural areas of the US. With 3GPP expected to pave the way for 5G-Advanced when it ratifies standards for Release-18 in late 2023 or early 2024, Qureshi said Verizon would be fast out of the gate with its launch, following testing on the hardware and software side to ensure the technology met its network quality standards. However, she added it would be a gradual deployment with a series of advancements. “We look at where there is a demand for specific features and functionalities and we deploy according to that,” she added. Unwrapped is an online event hosted exclusively on Mobile World Live all week, where industry experts and top executives will be discussing the subject of next generation networks. To view the stream and content from the event click here [1]. [1] [https:]
15:50
Orange CTO confident global squeeze will not derail 5G
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LIVE FROM MWL UNWRAPPED: Orange CTO Laurent Leboucher (pictured) dismissed the prospect economic pressures could hamper 5G uptake from customers, highlighting efforts to ensure it was cost-effective together with the creation of new services based on the technology. During his keynote, Leboucher said with 5G Orange “addressed strong needs” of its customers and added it planed to introduce differentiation and new kinds of services using the standalone iteration. “In general, as a whole, we are quite confident that we can monetise 5G correctly,” he added. Part of the operator’s plan to generate revenue from the new network technology includes within private networks and addressing verticals such as smart factories. This is in addition to general benefits of high service quality and good coverage brought by 5G. 5G progress Leboucher indicated the company was making good progress with 5G in Europe. It is in the process of installing new core infrastructure across six markets to support the standalone variant, with the expectation these will be fully deployed in 2023. For industry, the move to standalone will open a range of opportunities, Leboucher reiterated, noting the ability to support specialised services in segments such as healthcare and transportation. However, during the push to 5G across customer segments, he noted the need to be “very consistent between what we do in terms of handsets, smartphones and also networks”. He added 60 per cent of the devices it sells in shops are 5G compatible and it had also worked helping “business to use and be completely comfortable with 5G” through facilities such as its various laboratories. Unwrapped is an online event hosted exclusively on Mobile World Live all week, where industry experts and top executives will be discussing the subject of next generation networks. To view the stream and content from the event click here [1]. [1] [https:]
15:42
Keynote: Innovating with 5G: The future is here
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Adolfo Hernandez, VP Global Telco Industry, AWS
15:02
ZTE collaborates with AIS to fuel up 5G-Advanced Evolution through A-Z center in Thailand
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PRESS RELEASE: ZTE Corporation together with AIS, has jointly fueled up 5G Advanced evolution to boost the digital transformation through A-Z Center in Thailand. Thailand is one of the first-batch countries in the Asia-Pacific region to launch 5G commercially. As the largest mobile operator in Thailand, AIS took the lead in launching 5G services in 2020. ZTE has been a strategic partner of AIS and has been assisting AIS in building a 5G ubiquitous access network with low, medium and high frequency multi-band integrated, leading coverage, capacity and user experiences. The network is widely recognized as a key infrastructure to carry out the development of digital Thailand. The two parties, with their commitment to boosting the development of digital economy through A-Z Center, have been diving deep into the technical requirements of various industries, exploring technology innovations, promoting the commercialization of new products and solutions, and facilitating the incubation and expansion of multiple industry applications. 5G has become a new engine for industrial digital transformation. 5G-Advanced evolution will continue to enhance network capabilities on the basis of 5G eMBB, mMTC and uRLLC and introduce the intrinsic AI to deeply empower multiple industry applications such as security, entertainment, home life, health, manufacturing, and smart cities. From ZTE's perspective, the technical framework of 5G-Advanced evolution can be summarized as "1+2+3". "1" represents the underlying support, namely chips, algorithms and architecture; "2" represents the double-chain genes, namely intelligence and security; "3", also referred as the "3E"represents the three directions, namely capability enhancement, efficiency improvement, boundary expansion. . In terms of capability enhancement, 5G-Advanced needs to achieve a 10-fold increase in throughput with wider spectrum, more efficient air interface, and more coordinated networking. Also, it needs to enhance the coverage of the existing network, extend the coverage of sky, space and ground, and classify the connected things. In terms of efficiency improvement, 5G-Advanced needs to be integrated deeply with AI, continue to optimize power supply and consumption, and explore the excellent Bit-Watt curve. At the equipment level, ZTE has launched the industry's first "zero-carbon" AAU, achieving nearly zero power consumption when there is no traffic. At the site level, the zero-carbon site can be realized by introducing clean energy and additional photoelectric in all-scenario sites. At the network level, based on the intrinsic intelligence of base stations, real-time energy-saving strategies are formulated to achieve optimal energy efficiency for the entire network. Regarding boundary expansion, 5G-Advanced has expanded from the current industrial digitization trend to more new services and business models. As an example, XR's immersive experiences allow the users to reach out to the metaverse; the internet of vehicles makes the automotive industry smarter; with the integration of communication and perception, 5G can superimpose a perception of "radar" on communication functions. This opens up new possibilities for security at low altitudes and vehicle-road coordination. To support the further evolution of 5G-Advanced and meet the requirements from Thailand, ZTE has released a series of RAN products: the next-generation Sub-6GHz TDD Massive MIMO AAU, which reduces power consumption by 25% compared with the previous generation; the next-generation FDD 3G/4G/5G multi-mode Massive MIMO AAU to improve the user experiences by 100%; and the next-generation mmWave AAU supporting 1.2GHz bandwidth, which can increase data throughput by 50%. These products will be verified in the A-Z center and will be widely adopted in the network of AIS. ZTE has been in a long-standing partnership with AIS for 12 years. With the construction of the UMTS network in 2010, the LTE network in 2015, and the 5G network in 2020, ZTE and AIS have been working together and growing together. Moreover, the launch of A-Z Center also marks the beginning of a new stage in the close cooperation between the two parties. Moving forward, ZTE together with AIS will, by virtue of its technology accumulation in the ICT field, build an "efficient digital infrastructure" through A-Z Center, to continuously strengthen the innovations in technologies and products and to empower industrial partners to maximize the value of the 5G network. ZTE is committed to creating a win-win industrial ecosystem, expecting to continually facilitate the digital transformation of Thailand.
13:56
MTN exec joins TIP board
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Telecom Infra Project (TIP) announced Amith Maharaj, group technology executive of African operator MTN Group, joined its board of directors, bolstering an existing partnership between the pair. TIP chair and Vodafone Group fellow and head of network architecture Santiago Tenorio stated the organisation would benefit from Maharaj’s extensive experience. Tenorio hailed MTN as a “trailblazer of open and disaggregated technologies in Africa and globally”. Maharaj's telecoms experience includes senior roles at Telkom South Africa and Vodacom's operation in the nation. TIP and MTN have collaborated since the infrastructure initiative launched in 2016. In 2020, they partnered on evolving the operator's network to meet growing traffic and develop products for 5G. Tenorio stated the collaboration had delivered innovations covering Wi-Fi, RAN and more. Maharaj added MTN sees TIP as "a critical part in realising our strategic intent" of providing "digital solutions for Africa's progress", a role heightened by the operator's position across the continent.
13:49
Cloud & Edge
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Distributed edge computing and cloud technologies are two of the hottest topics in mobile today, particularly as both offer a way of supporting cost-efficient, agile service delivery while delivering ROI for the consumer and enterprise markets. Enterprises are increasingly sending data to the cloud, but want to make decisions at the edge to empower agile operations. Yet, edge clouds and centralised clouds will need to work together, and be orchestrated. Let’s unwrap the topic: Different cloud options for operators (private vs public) Determining whether a multi-cloud strategy is the best approach.
13:39
Energy Efficiency & Sustainability
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How is the mobile industry aiming to improve network energy efficiency and overall sustainability? For telcos, it’s targeting the network first and foremost given that it accounts for 90% of direct emissions. Better network planning, the use of AI, cloud workloads and batteries all help in this respect. The supply chain accounts for most of an operator’s emissions – but making changes is very challenging. We will therefore examine the implications for the supply chain and how operators coordinate with their suppliers on joint reporting for things like transport emissions, materials used in manufacturing, and repurposing. As the industry embarks on a full scale shift towards ‘walking the walk’ of sustainable business practice, we will also review how the telecoms sector is helping other industries decarbonise. Let’s unwrap the topic: Examine the implications for the supply chain How operators coordinate with their suppliers on joint reporting Analyse the industry shift to sustainable business practices How the telecoms sector is helping other industries decarbonise.
13:37
6G
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Wednesday 12 October from 12pm BST Is 6G the new sixth sense? 5G is in the process of global commercial deployment and now is the time to begin the discussion of what will follow: 6G. Innovative minds are beginning to consider what technologies could comprise a future 6G standard and what visionary services it could enable. Headlines have already been made by suggestions that 6G could be thought of as a “sixth sense” experience for humans and machines. The US, China and Japan are keen to be at the forefront of development of 6G technology. Day 3 topic On Wednesday 12 October, we focus on providing a clearer understanding of how the next generation of mobile technology could develop with 6G Let’s unwrap the topic: What do operators and enterprises truly want from 6G? What are the timelines around 6G development? What spectrum bands will we need? What will a 6G air interface look like? What features and capabilities will it need to support?
13:35
Open Architecture
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Tuesday 11 October from 12pm BST A recent GSMA Intelligence survey found that 77% of operator respondents are likely to leverage 5G to introduce open networking technologies (including open RAN). This Unwrapped daily focus will examine the challenges (eg integration issues/security/cultural challenges) and opportunities involved in building a single, software-based automated network that runs on any cloud – public or private, centralised or distributed. Let’s unwrap the topic: Review progress in the open RAN market Determine whether the claimed capex savings touted by an open RAN strategy are realistic What does a commitment to ‘open’ mean for operators? Use of open source software and broadly open IT technologies.
13:32
5G & 5G Advanced
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The mobile industry is still at the start of its 5G journey but there is already a strong case to suggest the technology will need continuous updates to support super high-speed uplinks, drones and hundreds of billions of wireless connections. We’ll dive deep into the “second phase” of 5G networking standards, reviewing the key elements of future development. Let’s unwrap the topic: Network designs featuring edge and cloud computing New radio designs that support technologies including full duplex communications MIMO and antenna enhancements Satellite and drone support 3GPP R18 standards Resilient technologies that block hacks and other threats Artificial intelligence and machine learning technologies Coordinated spectrum sharing techniques Services that merge the physical and digital worlds.
12:42
Cohere advances Massive MIMO ambitions
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INTERVIEW: Network technology company Cohere Technologies outlined a goal of launching a Massive MIMO-based universal spectrum multiplier in 2023, as it looks to disrupt the beamforming sector. During the recent MWC Las Vegas 2022, CMO Ronny Haraldsvik (pictured) explained the company’s Delay Doppler channel detection method was an offshoot of the Orthogonal Time Frequency Space waveform frequency product it developed for 5G. The product examines time and frequency measurements to create a spatial map of the channels between mobile users and towers, which Cohere Technologies pitched as offering for more predictable modelling than traditional beamforming. Haraldsvik stated Cohere Technologies almost doubled, or in some cases tripled spectrum across 4G and 5G using existing antennas and infrastructure. “We discovered that we had something unique there, given the fact that spectrum costs hundreds of billions of dollars.” The set-up can run as a generic app on the RAN intelligent controller platform in open RAN, or from the cloud for traditional deployments. Haraldsvik also noted Cohere Technologies' shift from a hardware infrastructure waveform business to a software company was gaining traction among operators. The company targets generating revenue by late 2023 or early 2024, though Haraldsvik explained it is fully funded until then. “Right now, we’re at the show me stage.” “Operators are approaching us because they're now seeing that we're much further along and we have something that is very disruptive.” Click here for more. [1] [1] [https:]
12:21
Facebook users warned of app breaches
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Meta Platforms reportedly stated up to 1 million Facebook users may have unwittingly revealed their login details to scammers after it found more than 400 malicious Android and iOS apps so far in 2022. Bloomberg reported Meta Platforms planned to notify users about potential breaches of their account credentials and offer security assistance to any affected. In a blog, Meta Platforms explained Apple and Google removed the apps from their respective stores after it notified them of the problems. The malicious apps were disguised as photo editors, games, VPN services, business apps and other utilities. Meta Platforms stated cybercriminals "know how popular these types of apps are and use these themes to trick people and steal their accounts and information".
11:57
Malaysia secures backing for national 5G network
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Malaysian authorities made progress in divvying up ownership [1] of a controversial national 5G wholesale network as four major operators agreed to acquire a combined 65 per cent stake. Celcom Axiata, Telekom Malaysia and YTL Communications will each take a 17.5 per cent stake in Digital Nasional Berhad (DNB). Digi Malaysia signed up for 12.5 per cent, with the Ministry of Finance retaining 35 per cent. Digi's holding will increase to 17.5 per cent if a proposed merger with Celcom [2] doesn't close by mid-2023, with the Ministry's stake dropping to 30 per cent. The operator agreed to pay MYR178.5 million ($38.4 million) for its stake. Digi stated all stakeholders made significant progress in discussions related to the access agreements and regulatory framework. Maxis and U-Mobile previously declined to take stakes [3] in DNB, forcing it to renegotiate shareholding arrangements with the remaining operators. [1] [https:] [2] [https:] [3] [https:]
September 05, 2022
13:03
Norway eyes 26GHz, 1500MHz for 5G
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Norwegian regulator Nkom flagged plans to allocate frequencies in the 26GHz and 1500MHz bands for 5G services in 2023, although it noted that the timing of the award will depend on a number of factors. John-Eivind Velure, a director in the spectrum management department at Nkom, indicated there was sufficient demand for the bands from several companies. Nkom plans to publish a more detailed timetable later this year, once it has worked out how the allocations will be organised and whether or not certain coverage obligations should be attached to licences. The two bands were among a total of five under consideration for 5G in Norway. Velure noted there has been little interest to date in the 738MHz to 758MHz and 40.5GHz to 43.5GHz bands, while further assessments are required for 2.3GHz. Norway allocated frequencies for 5G in the 703MHZ to 733MHz and 758MHz to 788MHz bands in 2019, and the 3.6GHz band in 2021.
12:54
Google signals satellite compatibility in Android 14
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Google SVP of platforms and ecosystems Hiroshi Lockheimer appeared to indicate Android 14, the next version of its OS, will be compatible with satellite communications, tapping a broader trend to enable mainstream devices to receive space-based signals. In a tweet, Lockheimer noted his team was working to enable satellite communications in the next version of the OS. Google has only just launched Android 13 and is expected to roll out a beta of version 14 in April 2023. Wild to think about user experiences for phones that can connect to satellites. When we launched G1 in '08 it was a stretch to get 3G + Wifi working. Now we're designing for satellites. Cool! Excited to support our partners in enabling all of this in the next version of Android! — Hiroshi Lockheimer (@lockheimer) September 1, 2022 [1] Apple is rumoured to be preparing a satellite messaging service with Globalstar in its next iPhone [2], which it is scheduled to unveil on 7 September. Closing the gap Exploiting satellite connectivity to plug mobile network coverage gaps is certainly a hot topic. SpaceX CEO Elon Musk and T-Mobile US boss Mike Sievert have already announced [3] the mobile operator plans to offer basic services to mobile phones by using Starlink’s second generation satellites. In addition, AST SpaceMobile is aiming to launch a phone-to-satellite service and has deals with various operators. Start-up Lynk Global is planning to offer commercial services by the end of this year and signed-up operators across Central Africa, Mongolia as well as several Pacific and Caribbean nations. [4] AT&T also struck a deal with Starlink rival OneWeb [5] to sell broadband services to businesses outside the area of its fibre network and Verizon plans to extend reach to underserved communities via a partnership with Amazon [6]. [1] [https:] [2] [https:] [3] [https:] [4] [https:] [5] [https:] [6] [https:]
12:27
Honor takes foldable push international
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China-based handset brand Honor revealed a plan to release foldable devices to Europe and other international locations for the first time, alongside providing wider availability for flagship features previously reserved for its home market [1]. At the company’s IFA Berlin keynote CEO George Zhao (pictured) said Honor would pursue a so-called dual flagship strategy, where its next foldables and standard flagships would be made available outside of China. Since its split from Huawei [2], Honor has focused its newest highest-end models on its home market but continued to supply a range of other smartphones [3] and related products more widely. During the consumer trade show, which started on 2 September, the company also released the Honor 70 [4] and previously released tablet Honor Pad 8 to Europe at a price of £480 and £270, respectively. Along with the devices it previewed its upcoming operating system upgrade MagicOS 7.0. The Android-based system, Honor noted, will “facilitate seamless collaboration among smartphones, tablets, PC and other IoT products”. Other features the company plans to push outside of China in the coming months include: a platform offering immersive “spatial audio” effects through its headphones; upgraded fitness app; and developer service designed for those wanting to create functionalities for its devices. [1] [https:] [2] [https:] [3] [https:] [4] [https:]
11:31
SmarTone forecasts return to profit growth
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Hong Kong-based SmarTone forecast a return to earnings growth in the current fiscal year driven by strong uptake of 5G services boosting ARPU, despite a drop in profit in its fiscal 2022 (ending 30 June). Deputy CEO Norman Tam (pictured) explained in its earnings release that while economic conditions are expected to be challenging, the operator showed "resilience and is back to growth". We see significant opportunities" from more subscribers moving to 5G, and emerging growth engines in enterprise and 5G home broadband services. He noted weak economic conditions and a highly competitive mobile market put continued pressure on pricing of many services. Net profit declined 5 per cent year-on-year to HKD423 million ($53.9 million). Service revenue rose 3 per cent to HKD4.5 billion, supported by a 5 per cent rise in post-paid ARPU to HKD213 and a modest recovery in international roaming. The company said EBITDA grew and is higher than two years ago despite greater spectrum costs. It expects spectrum costs to peak in fiscal 2023 and will be less than 10 per cent higher than in fiscal 2022. SmarTone's mobile customer base was steady at 2.7 million, with 5G subscribers accounting for about 28 per cent of post-paid users, up from a high teen percentage. GSMA Intelligence data estimated paid-post subscribers made up 75.7 per cent of SmarTone's total at end-June. SmarTone is the smallest of four mobile players in the territory by subscribers.
11:23
Sri Lanka operators raise tariffs
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Telecoms operators in Sri Lanka issued a joint announcement informing customers tariffs on mobile, broadband and valued-added services will increase 20 per cent from today (5 September) due to rising operational costs and tax hikes. A statement from Dialog Axiata, Airtel, Hutch and SLT-Mobitel explained the devaluation of the local currency was the main cause of rising costs. The price of pay-TV services was raised 25 per cent. The increases were approved by the country's Telecommunications Regulator Commission. In addition, the government raised the VAT on all telecoms and pay-TV services from 12 per cent to 15 per cent, also effective from today. The government increased the telecoms levy back to 15 per cent in June: it was cut in December 2019 to 11.25 per cent. GSMA research found the country's tax burden as a percentage of total mobile revenue is one of the highest among a sample of South and Southeast Asian countries. A notice from the Commission showed the effective tax rate in June for telecoms services, covering VAT and government and telecoms levies, was 31.4 per cent. For internet services the telecoms levy is waived, reducing the rate to 14.3 per cent. GSMA Intelligence data showed Sri Lanka counted 30 million mobile connections at end-June, with 3G services accounting for 54.4 per cent.
10:08
Mango TV and China Mobile Hunan Branch Associated with ZTE Use 5G CampSite to Convoy the Second Season of “Call Me by Fire”
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PRESS RELEASE: With the development of long video services on the Internet in recent years, new media companies have launched a large number of special programs to hold their position in the market. In the area of variety shows, Mango TV is one of the most famous companies. From the reality show "Who's the Murderer" to the spectacular music show "Call Me by Fire", Mango TV self-developed variety shows unfold the powerful creativity of Internet companies. Speaking of "Call Me by Fire", as a top music show, it has attracted the entire online viewers since its debut in August 2021. More than 30 guests were invited to challenge each other to interpret how lives keep glowing. With the release of the invited guest list in the second season of "Call Me by Fire" in August, both new and existing audiences are looking forward to it. To keep up with the audience's expectations and present a more exciting season, Mango TV, as an Internet company in the spirit of innovation and efficiency, together with China Mobile Hunan Branch and ZTE, adopted 5G Campsite to replace the infrastructure in the filming site, and established a brand new wireless filming private network, completely freeing the camera devices from the traditional wired networking, achieving an evolution towards the filming private network. In a conventional filming site, audio/video data is usually collected to a live production system in a wired manner, and then viewed, edited, and stored by a director and other staff. Because a large quantity of shows involve indoor and outdoor scenarios, a wired manner has problems of construction difficulty, time consumption, and high costs. In addition, cameras move at the filming sites, which makes the wired manner very inconvenient to photographers. In the brand-new wireless filming private network, only a movable 5G CampSite near the filming site is sufficient to provide 5G coverage through the RF module. The cameras in the site are connected to the CampSite through an externally mounted encoder and 5G terminals. Finally, the audio and video data stream generated by cameras is uploaded to the CampSite, identified by the edge computing engine and offloaded to the live production system for directors and other staff to view, edit and store. To ensure the security and reliability of the private network, the CampSite only allows the access of specified cameras. The key operation indicators of the entire wireless filming private network are displayed on the independent screen in the live production system through the unique SLA function of the computing power engine for technical staff. [1] 5G CampSite at Work In terms of performance, with the powerful local traffic offloading function of the Edge Computing Engine, the 5G filming private network can keep the MEC network latency less than 20 ms, and the transmission latency of the entire system merely 80 ms. With the 1D3U uplink frame structure used, the maximum uplink rate of the private network can reach about 636Mbps, and the average rate is stably above 550Mbps, which fully meets the application requirements of large-bandwidth video and audio intensive access. Theoretically, the private network can take more than 100 channels of 6Mbps IP streams. As of now, the trial access of more than 25 channels in the filming private network has been achieved. [2] On Site of Show "Call Me by Fire" in July 2022 (Cameras with encoders and 5G terminals) At the "Call Me by Fire" filming site, 9 channels of 8Mbps HD video streams are uploaded in parallel. The Mango TV gave the feedback that "The performance is much better and the stability is very good". [3] On Site of Show "Call Me by Fire" in July 2022 (Live Production System) The implementation of the wireless filming private network for "Call Me by Fire" has once again proved that “science and technology constitute a primary productive force”. This system significantly reduces the difficulty and cost of filming network construction, and saves a large amount of expenditure for the team. The 5G CampSite supports any change of the filming site, and can be commissioned within a very short period of time, saving a lot of waiting time for performers. The wireless private network also greatly improves the flexibility of photographers, so that they can capture wonderful moments instantly. Undoubtedly, the private network benefits the audience most, who enjoy the brilliant show. However, the powerful 5G CampSite is what behind the wonderful show, which deserves our cheers as well. [1] [https:] [2] [https:] [3] [https:]
10:03
China Mobile Hunan Branch and ZTE Use 5G CampSite to Help Mango TV Build a New Wireless Filming Private Network
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PRESS RELEASE: As an important engine for driving digital transformation in different industries, 5G technologies have promoted the launch of many featured applications. On the first anniversary of the release of "the 5G Application Action Plan (2021-2023)", the Wireless Filming Private Network for new media jointly built by ZTE, China Mobile Hunan Branch, and Mango TV was selected as a representative use case of 5G application in new media. Mango TV, one of the leading pioneers of the Internet new media, has always been at the forefront of the era. However, the process of filming is a pain point for the entire media industry. In a traditional filming site, cameras often send audio and video data in a wired manner to a live production system, and then the data is viewed, edited, and stored by a director and other staff. For a large quantity of filming sites that involve indoor and outdoor scenarios, a wired manner has problems of construction difficulty, time consumption, and high costs. In addition, cameras move at the filming sites, which makes the wired manner very inconvenient to photographers. Previously, some new media companies used 4G or other similar technologies to transform the filming network. However, due to poor connection stability, insufficient coverage, and low uplink rate, the transformation result was not that satisfactory. With the development of 5G CampSite in the industry, the pain point of the new media has finally been solved. The core equipment in the 5G wireless filming private network is the 5G CampSite, composed of four parts - 5G RF Module, Backhaul Unit, Edge Computing Engine, and Auxiliary Equipment. [1] Composition of a 5G CampSite The RF Module, using commercial lightweight micro equipment, provides 5G coverage for many kinds of filming sites. The Backhaul Unit is responsible for the interconnection between the CampSite and its core network. The Edge Computing Engine, which is the core of CampSite, is embedded in the BBU to provide local traffic offloading at the gNB level, saving transmission resources and significantly reducing the time delay. The Auxiliary Equipment enables the convenient movement for the whole CampSite. [2] 5G CampSite at Work In the brand-new wireless filming private network, only a movable 5G CampSite near the filming site is sufficient to provide 5G coverage through the RF Module. The cameras in the site are connected to the CampSite through an externally mounted encoder and 5G terminals. Finally, the audio and video data stream generated by cameras is uploaded to the CampSite, identified by the Edge Computing Engine and offloaded to the live production system for directors and other staff to view, edit and store. To ensure the security and reliability of the private network, the CampSite only allows the access of specified cameras. The key operation indicators of the entire wireless filming private network are displayed on the independent screen in the live production system through the unique SLA function of the Edge Computing Engine for technical staff. In terms of performance, with the powerful local traffic offloading function of the Edge Computing Engine, the 5G filming private network can keep the MEC network latency less than 20 ms, and the transmission latency of the entire system merely 80 ms. With the 1D3U uplink frame structure used, the maximum uplink rate of the private network can reach about 636Mbps, and the average rate is stably above 550Mbps, which fully meets the application requirements of large-bandwidth video and audio intensive access. Theoretically, the private network can take more than 100 channels of 6Mbps IP streams. As of now, the trial access of more than 25 channels in the filming private network has been achieved. With the strong support from all parties involved, the project has successfully passed the early stage, and is gradually put into use in shows, such as the second season of "Call Me by Fire" and "Moments in Vocal Studio". At the "Call Me by Fire" filming site, 9 channels of 8Mbps HD video streams are uploaded in parallel. The Mango TV gave the feedback that "The performance is much better and the stability is very good". [3] Peak and average uplink rate of the 5G CampSite [4] On Site of Show "Call Me by Fire" in July 2022 (Cameras with encoders and 5G terminals) [5] On Site of Show "Call Me by Fire" in July 2022 (Live Production System) The implementation of the new wireless filming private network for Mango TV marks the entry of ZTE 5G CampSite into the new media field in industrial applications. Prior to this, CampSite emerged in a variety of applications, such as video backhaul, eSports, and industry expo, making more and more industry users experience the value brought by 5G+ applications. In the future, ZTE and China Mobile will deepen the use of 5G CampSite in scenarios such as fire control, concerts, and mining industries, and further advance the use of 5G CampSite in scenarios, scales, standards. [1] [https:] [2] [https:] [3] [https:] [4] [https:] [5] [https:]
September 03, 2022
14:24
Samsung’s US customers hit by data breach
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Samsung Electronics suffered a data breach that impacted an unannounced number of its US customers but stated the cybersecurity incident didn’t include access to social security numbers or credit and debit card numbers. Other information, such as name, contact and demographic details, date of birth and product registration data was compromised, according to a statement by the vendor. The company determined through an ongoing investigation that on or around 4 August personal information of certain customers was affected. While Samsung didn’t disclose how many of its US customers were impacted by the data breach, it’s notifying customers to make them aware of the incident. “We have taken actions to secure the affected systems and have engaged a leading outside cybersecurity firm and are coordinating with law enforcement,” according to its statement. “We regret any inconvenience this may cause our valued customers and appreciate their trust in us.” Samsung reportedly suffered a hack [1] on the source code used in its Galaxy devices in March but stated no personal information related to customers or employees was stolen in that incident. [1] [https:]
14:09
OneWeb takes $229M writedown
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OneWeb reportedly was hit with a $229 million writedown after Russia's space agency cancelled its launch plans [1] earlier this year prior to holding 36 of its satellites hostage. OneWeb, a Low Earth Orbit (LEO) satellite communications company majority-owned by the UK government, planned to launch its satellites on a Russian Soyuz rocket but Dmitry Rogozin, the former head of the Russian space agency, demanded the British government sell its stake in the satellite company, which it refused to do. Bloomberg reported the postponement of the planned launches, in addition to the loss of the satellites, also led to an increased insurance cost. Following the cancelled launches in Russia, OneWeb struck a deal to have its satellites launched on US-based SpaceX’s rockets this year. OneWeb signed a provisional agreement [2] to merge with French satellite operator Eutelsat in July. Once the deal is complete, Eutelsat will retain all of OneWeb, except for the stake owned by the UK government [3]. Prior to the deal Eutelsat already owned a 23 per cent stake in OneWeb while other investors include Indian telecom group Bharti and Softbank Group. [1] [https:] [2] [https:] [3] [https:]
September 02, 2022
13:02
Vodacom flicks 5G switch in Tanzania
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Vodacom Tanzania announced the launch of what it described as the first 5G network in the African country, although availability will initially be limited to sites in the capital Dar es Salaam. The target is to extend 5G to 230 locations in areas including Arusha, Dodoma, Mwanza, Iringa, Kagera, Zanzibar, Mbeya and more. A timeframe was not provided, however. Finnish vendor Nokia is the operator’s network partner for the 5G deployment. Acting MD for Vodacom Tanzania Hilda Bujiku noted that 5G services will be available for both enterprise customers and consumers. Furthermore, the operator is providing 5G mobile services for smartphone customers as well as 5G fixed wireless access (FWA) services. Vodacom Group has operations in Democratic Republic of the Congo (DRC), Kenya (Safaricom), Lesotho, Mozambique, South Africa, Tanzania and Ethiopia. The group has already launched commercial 5G services in South Africa. Safaricom is also trialling 5G in Kenya.
12:06
EC prepares green crackdown on smartphone makers
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The European Commission (EC) published draft rules which would impose a range of durability and repairability requirements for smartphones and tablets sold within the EU, its latest effort to cut waste related to electronic devices. Among the floated measures, manufacturers would be forced to meet specific levels of scratch-resistance, include dust and water protection, ensure a device can survive 100 drops without a cover, and either pass a strict battery endurance test or offer a spare battery to be installed by users. As a minimum, the EC noted batteries should be able to retain at least 83 per cent of full capacity after 500 charges. In an apparent bid to ease the repair process, device makers will need to provide access to 15 listed components including covers, speakers and ports to professional repairers by a month after launch. Along with hardware rules, manufacturers will have to provide at least five years of operating system security updates from the date devices are removed from sale and three years of so-called functionality updates. Premature replacement The EC claimed the steep increase in demand for smartphone and tablets in recent years had meant an “in increased demand for energy and materials needed to manufacture these devices on the EU market, accompanied by an increase in their associated environmental impacts”. It added devices were often replaced “prematurely by users” with insufficient reuse or recycling rates. If adopted in its current state, the rules cover smartphones, tablets and cordless fixed-line phones. However they do not apply to devices with a “flexible main display which the user can unroll or roll-up” or those handsets designed specifically for high security communication. Alongside publishing the proposal, which is the culmination of work started in 2020 [1], the EC opened it up for feedback until 28 September. It will have to be approved by other EU bodies before becoming law. [1] [https:]
11:57
Qualcomm, Meta strengthen VR ties
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Meta Platforms signed up Qualcomm Technologies to build Snapdragon-based custom chipsets for its Quest virtual reality (VR) devices, extending an ongoing technology agreement between the two companies. Qualcomm president and CEO Cristiano Amon and Meta CEO Mark Zuckerberg announced the new collaboration during the IFA consumer electronics trade fair in Berlin. Under the multi-year strategic agreement, the aim is to “deliver multiple generations of premium devices and experiences powered by custom VR platforms in the years to come”. The two partners have been working together on VR technology for more than seven years, most recently on the Meta Quest 2 VR headset released in 2020. Meta is pushing VR, AR and extended reality as part of its overall metaverse project, which the company has been pouring cash into [1] following its rebrand from Facebook [2]. Meta spokesperson Tyler Yee told Reuters that the chipsets produced through the collaboration will not be exclusive to Meta, but will be optimised for Quest. He also noted that the agreement only covers VR devices. In addition to collaborating with partners, Meta is working on its own custom chips for future AR, VR and XR devices. Zuckerberg recently revealed [3] Meta’s next VR headset would launch in October. [1] [https:] [2] [https:] [3] [https:]
10:21
Vodafone NZ breaks IT links with former parent
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Vodafone New Zealand finalised a three-year IT upgrade initiative which involved taking control of major systems from former parent Vodafone Group and on-shoring many customer service functions. The country's largest operator noted in a statement the move gives it more control over its staff and customer-facing IT systems, enabling more flexibility to support customers. CEO Jason Paris said it brought most of its call centres back home and took full ownership [1] of its retail stores earlier in the year. He noted the IT programme, which included the migration of an enterprise resource planning system, is one part of the first phase of its transformation strategy. Over the last three years, since moving to local ownership [2], Paris said it has invested nearly NZD1 billion ($607.7 million) to improve its networks, including introducing 5G service which has reached nine cities and regions. He added: "We are now moving into the next phase of the Vodafone transformation strategy, which is about building on these foundations, differentiating even further on customer experience." The New Zealand operator, owned by Infratil and Brookfield Asset Management, closed Q2 with 2.5 million subscribers, while rival Spark had 2.4 million, data from GSMA Intelligence showed. [1] [https:] [2] [https:]
10:17
ABI tips IoT gateway revenues to hit $48B by 2026
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ABI Research predicts the IoT gateway market will grow to nearly $48 billion in annual revenues by 2026, driven in part by the transition to cellular from fixed line and the ramp up of 5G gateways. The research firm also cited rapid growth in the industrial and infrastructure markets as another factor in the increase in IoT gateway revenues. “By 2026, cellular gateway shipments will top 127 million units worldwide, at a CAGR exceeding 23 per cent from 2021 to 2026,” noted Abdullah Haider, IoT network and services analyst at ABI Research. ABI Research’s forecast stated 3G gateways will account for a minimal share of the market starting in 2023 as they will be replaced by Cat-1 gateways while 5G gateway shipments are poised to accelerate in 2026. T-Mobile US [1] and AT&T have shut down their 3G networks while AT&T plans to do so by the end of 2022. There are some potential speed bumps for IoT gateway revenue growth with WAN-connected endpoint devices playing a bigger role in IoT solutions going forward, particularly in application segments such as patient monitoring. Haider stated cellular WAN-connected chronic obstructive pulmonary disease (CPOD) and personal emergency response systems (PERS) devices are replacing gateway connected short-range wireless devices. “But gateways are still expected to retain their utility, especially in industrial condition-based monitoring application segments,” he noted. The research also found the last few years of the Covid19 (coronavirus) pandemic accelerated the role of gateways in the fleet management and home monitoring segments. [1] [https:]
10:13
M1 launches cloud gaming
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M1 joined a growing list of operators tapping their speedy 5G networks to launch gaming services, with the Singapore-based company introducing an on-demand subscription offering with no contract. In a statement, the operator explained Zolaz is designed for both 'mid-core' and casual gamers. A monthly subscription is SGD14.98 ($10.69). Games are streamed directly to a user’s preferred device without the need for a download and installation, it noted. CEO Manjot Singh Mann stated cloud gaming has always been a possibility, but its potential has depended on network speeds, data tariffs and latency, adding its 5G network addresses this with its "high speed and low latency, so graphically intensive games can now be seamlessly played on-the-go”. He added the company is on track to roll out nationwide 5G outdoor coverage by the end of this year. The government awarded licences [1] for two StandAlone (SA) 5G networks in April 2020, allocating 100MHz of 3.5GHz spectrum to the StarHub and M1 joint venture, and Singtel. Making use of Singtel's newly launched SA 5G network and multi-access edge computing platform, cloud gaming provider Ubitus ran trials [2] in October 2020, claiming to deliver 85 per cent lower latency of between 8ms and 11ms compared with cloud gaming on 4G. [1] [https:] [2] [https:]
10:10
Indosat tipped to offload more towers
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Indosat Ooredoo Hutchison reportedly prepared to sell another batch of towers to raise capital to fund its LTE network expansion across Indonesia. Bloomberg wrote the operator is considering offloading a portfolio of 1,800 sites which could generate as much as $250 million. Its H1 capex rose 31.5 per cent [1] to IDR3.9 trillion ($261.8 million), with the number of LTE base stations installed increasing by 55,000 to 124,000. The operator, created by a merger [2] of Ooredoo’s local business with Hutchison 3 Indonesia in January, closed a deal [3] in March 2021 to sell some 4,200 towers to Digital Colony subsidiary EdgePoint Indonesia for $750 million. In September 2021, market leader Telkomsel sold 4,000 sites [4] to its parent company's tower unit Mitratel and 6,050 sites in 2020 [5]. [1] [https:] [2] [www.mobileworldlive.com] [3] [https:] [4] [https:] [5] [https:]
10:09
Malaysia 5G wholesale network faces delay
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Digital Nasional Berhad (DNB), the company managing Malaysia's controversial single 5G wholesale network, confirmed two mobile players pulled out of a deal to take stakes in the state-owned entity, requiring the shareholding arrangement with the other four operators to be renegotiated. In s statement, DNB explained despite share agreements being confirmed and ready to be executed by six MNOs by the 30 August deadline, two companies made last-minute decisions not to participate. DNB said transaction documents need to be updated to account for equity subscriptions reduced to four operators, which will require additional internal approvals. It noted discussions with all six operators on the terms for access to the 5G network are progressing under a separate and independent track. Earlier in the week, Reuters reporting Maxis and U-Mobile turned down [1] an offer to be minority shareholders. Telekom Malaysia YTL Communications, the two smallest mobile players in the country, were the first to agree to take stakes, and were followed by Celcom Axiata and Digi, which are in the process of merging [2]. DNB said 5G coverage reached about 30 per cent of populated areas and is on track to hit the target of 80 per cent coverage of populated areas by 2024. [1] [https:] [2] [https:]
September 01, 2022
22:32
T-Mobile cleans up in FCC 2.5GHz auction
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The Federal Communications Commission (FCC) released the results of its 2.5GHz auction that wrapped up earlier this week and, as expected, T-Mobile US was the big winner in terms of the amount it spent, and the number of licences won. A total of $427.8 million [1] was raised across 73 rounds of bidding with T-Mobile accounting for $304 million of that amount. Out of the 8,017 county-based licenses available in Auction 108, the self-proclaimed 'uncarrier' came away with 7,156. Missing from the list of top licence winners were AT&T, Verizon and Dish Network, who were among the 82 entities qualified to bid. Prior to the auction starting on 29 July, there was speculation that AT&T, Verizon and Dish Network [2] would bid in order to drive up the price on T-Mobile, but after spending billions of dollars in previous auctions they didn’t take part in bidding on spectrum that likely would have been surrounded by T-Mobile’s licences or leases. Due to the unique nature of the 2.5GHz licences, which were widely available across rural areas of the US, analysts had predicted T-Mobile would snap up most of the licences because it already owns or leases large portions of Educational Broadband Service (EBS) 2.5GHz spectrum. “As we could see, this was T-Mobile’s auction with the others being extras or spectators,” Recon Analytics analyst Roger Entner stated to Mobile World Live (MWL), who also noted he was surprised the auction total went as high as it did. Non-profit North American Catholic Educational Programming Foundation won the second-largest number of licences with 107 followed by Evergy Kansas Central (54), LICT Wireless Broadband Company (46) and Broadband One of the Midwest (42). Unlike the large mobile operators, small rural operators could expand their coverage in some areas by using the 2.5GHz spectrum in limited areas. BitPath COO and auction analyst Sasha Javid noted there was extended bidding in Guam prior to the auction closing on Monday. Guam-based PTI Pacifica, which is owned by Pacific Telecom, was second behind T-Mobile in total gross winning bids with close to $18 million spent. TeleGuam Holdings was just behind PTI Pacifica with a total spend of $16,565,000 followed by Energy Kansas Central ($12,744,400) and Cellular South Licenses ($11,861,300). The 2.5GHz auction used a clock-1 format, which allows only a single frequency-specific licence in a category in a county rather than offering multiple generic blocks across a broader geographic area. [1] [https:] [2] [https:]
17:35
HMD Global pushes eco-friendly Nokia line-up
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HMD Global released a quartet of Nokia-branded smartphones, including what it claimed is its most eco-friendly device yet, alongside a new subscription service aimed at incentivising users to keep their handsets and tablets for longer. In a statement, the company said the new Nokia X30 5G delivered its smallest eco footprint to date, built with a 100 per cent recycled aluminium frame and a 65 per cent recycled plastic back. Its eco-friendly design also does not “compromise” on performance according to the company, coming with a 50MP camera, a 6.43 inch pure display screen and AI features. It is priced at £399. At £150 cheaper, the Nokia G50 5G HMD Global also has an eco-friendly design and as part of its durability and sustainability push, the device is eligible for three years of Android upgrades, three years of monthly security updates and a three year warranty at no extra cost. The G50 5G has a 6.58 FHD+ display and a 50MP triple camera. The latest update to its C-series is the Nokia C31, boasting a 6.7 inch HD+ plus display and a three-hour battery life thanks to AI powered power saving features. Finally, the low-end Nokia T21 includes HD video streaming, voice calling and NFC payment capability. It has a starting price of £189. Circular The subscription service, dubbed Circular, gives users the option to pay for select Nokia devices on a monthly basis, and is currently available in the UK and Germany. Circular also offers a more sustainable way to use Nokia devices, said HMD Global, incentivising people to keep their products through a range of eco-friendly rewards. These include recycling and refurbishing options, charitable initiatives and the freedom to change and adapt their subscriptions. Ben Wood, chief analyst and CMO at CCS Insight, said sustainability was important to customers and Circular was a step towards creating positive change on the issue of electronic waste.
13:08
Snap axes staff, projects as struggles intensify
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Snap culled 20 per cent of its entire workforce as part of a wider restructuring that will result in the company shutting down a range of projects including mobile games, a consequence of a sharp downturn in its performance. In a statement, CEO Evan Spiegel said the company was restructuring its business to focus on three strategic priorities: community, revenue growth and augmented reality (AR). “Projects that don’t directly contribute to these areas will be discounted or receive substantially reduced investment,” he added. To that effect, Snap will discontinue investments in mobile games, its drone selfie play Pixy, content offering Snap Originals and wind-down standalone applications Zenly and Voisey. In total, around 1,200 employees will lose their jobs, but Spiegel noted the size of the workforce will “remain larger than it was at this time last year”. The sweeping changes come as revenue growth continues to slow [1], on the back of advertising slumps, increased competition and effects of the broader economy. The company said it was expecting an 8 per cent revenue rise year-on-year in the current quarter, its slowest growth since its IPO in 2017. “We must now face the consequences of our lower revenue growth and adapt to the market environment,” said Spiegel. [1] [https:]
12:42
Smartphone forecasts slashed again
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Analyst house IDC again slashed worldwide smartphone sales projections for 2022 on record-breaking inflation, geopolitical tensions, and other macroeconomic challenges, tipping a 6.5 per cent year-on-year fall in shipments to 1.27 billion units. Its latest figures compare to a previously forecast [1] 3.5 per cent fall in shipments to 1.31 billion units. Earlier, IDC had expected 1.6 per cent growth in shipments on 2021 numbers. The analyst firm still expects the market to recover in 2023 with 5.2 per cent year-on-year growth. It is also forecasting a five-year compound annual growth rate (CAGR) of 1.4 per cent. IDC expects global shipments of 5G devices to grow 23.6 per cent year-on-year in 2022 and account for 54 per cent of all shipments. It tips 5G to reach a volume share of 79 per cent in 2026. Apple iOS smartphone shipments are forecast to rise 0.5 per cent this year. In contrast, Android-based devices are expected to fall 8 per cent this year, then increase by 6.2 per cent in 2023. [1] [https:]
12:33
Nvidia could lose $400M over China chip ban
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Nvidia could lose up to $400 million in potential sales in fiscal Q3 after the US government banned exports of two chips for AI-related applications to China. The US government imposed a new export licence requirement that affects Nvidia's A100 and H100 chips. In a Securities and Exchange Commission (SEC) statement, the chip designer noted that sales will be affected if customers do not buy alternative Nvidia products. It plans to apply for exemptions to the rule. Nvidia also indicated that the new licence requirement could have an adverse impact on the completion of the flagship H100 chip. The US government also banned exports of the chips to Russia, but Nvidia does not sell products there. The government told Nvidia the new rule “will address the risk that products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia”. Advanced Micro Devices (AMD) told Reuters it had been informed of new licence requirements preventing exports to China of its MI250 AI chips. However, AMD does not expect the new rules to have a material impact on its business. Reuters reported that the Chinese foreign ministry accused the United States of attempting to impose a “tech blockade” on China. The country’s commerce ministry reportedly said such actions would undermine the stability of global supply chains.
12:19
Sony unveils latest compact Xperia
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Sony followed-up its flagship launch [1] earlier this year with a compact offering, the Xperia 5 IV, promoting the €1,049 handset on features honed for creating and viewing content. As with its other recent global devices, the electronics giant noted iterations of technology used in its other high-end products including cameras, TVs and audio systems. The device also contains several technologies present in its latest flagship device including object tracking for the camera and a slow record feature for video, which it claims allows users to “cinematise” their lives. Alongside software for improved recorded video, Xperia 5 IV includes features designed for creators of live-streamed content including compatibility with a Vlog Monitor device, which it also sells. The smartphone comes with the brand’s Bravia Core app built-in which streams films from Sony's entertainment arm and offers related exclusive footage. Xperia 5 IV has a 6.1-inch display, triple 12MP rear camera set-up, with another 12MP camera on the front. It runs a Qualcomm Snapdragon 8 Gen 1 chipset, has a 5,000mAh battery and includes fast charging support. The device will be available in green, black or white and will be released in selected markets later this month for around €1,049. [1] [https:]
10:49
Blog: Flat ARPU fails to dampen enthusiasm for 5G
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Since the budding optimism back in 2020 when South Korea's operators showed early signs 5G services were driving growth [1] in mobile revenue and ARPU, a more nuanced picture has emerged. A broad study by Mobile World Live of year-on-year changes in ARPU across eight Asia Pacific markets indicates a very mixed bag: China and Hong Kong flat; South Korea, Australia and Singapore mixed; New Zealand up; Japan and Thailand down. Matthew Iji, director of modelling and forecasting at GSMA Intelligence, explained the findings aren't surprising, as most operators are not charging a premium for 5G connectivity. "You will struggle to find a market that has seen a real and sustainable growth in ARPU in line with 5G launches." In China, the world's largest 5G market with more than half of subscribers on 5G plans (though perhaps not all on compatible handsets), all three operators saw ARPU remain stable in the first half of 2022. In South Korea ARPU at SK Telecom, with the highest 5G penetration (38.7 per cent), was flat in Q2. LG Uplus, with 34 per cent on 5G plans, posted a third consecutive quarterly dip in ARPU in the quarter, falling 4.1 per cent. Meanwhile, KT with 32 per cent of subscribers using 5G services bucked the downward trend. ARPU rose for the fourth straight quarter, increasing 3.2 per cent. Australia Telstra (29 per cent 5G users) booked 2.9 per cent and 17.5 per cent increases in post-paid and prepaid ARPU respectively, driving a 6.4 per cent gain in mobile service revenue in fiscal 2022. Singtel-owned Optus reported a 1.3 per cent drop in post-paid ARPU, with prepaid flat. Singtel group didn't reveal 5G subscribers for Q2, but GSMA Intelligence estimated its Australia operation had 23 per cent 5G penetration at end-June. Japan NTT Docomo’s ARPU in the April to June period dipped 4 per cent despite its 5G user base doubling year-on-year to 13.8 million. It has 85.2 million total subs. ARPU at KDDI slipped 7.8 per cent as the percentage of users with 5G plans jumped to 39.5 per cent from 10.4 per cent year earlier. SoftBank Corp’s ARPU was down 6.9 per cent. GSMA Intelligence pegged 5G penetration at 19 per cent. Hong Kong-based HKT (near 20 per cent) said post-paid ARPU was steady. In Singapore, where Singtel was estimated to have around 10 per cent 5G penetration, post-paid ARPU grew 11.2 per cent and prepaid was down 3.7 per cent. ARPU at Spark New Zealand, with 12.5 per cent of subs on 5G service (GSMA Intelligence), improved 4 per cent. Thailand True Move closed June with 3.4 million 5G subs, representing a tenth of its total user base. The operator said ARPU remained on a downward trend as the industry continued to experience intense competition, with low-tier unlimited data plans offered. Tellingly it didn't reveal ARPU figures. AIS' 5G user base jumped from 1.1 million in Q2 2021 to 3.9 million at end-June, helping drive a 42 per cent increase in average data usage to 28GB a month. 5G users accounted for 8.6 per cent of total subscribers. Post-paid and prepaid ARPU were down 2.3 per cent and 11 per cent. Of 16 operators assessed, 12 reported flat or falling ARPU; just KT, Telstra and Spark booked increases, while Singtel’s results were mixed. Remaining relevant GSMA Intelligence's Iji noted the hard reality is once a major MNO introduces 5G services, its rivals have to follow to remain relevant. “The same can be true at a market level with governments not wanting to seem left behind,” he added. The analyst pointed to Bangladesh which, although it didn’t launch LTE until 2018, held a 5G auction [2] in April even though the market wasn’t ready. On one hand, given the amount of data they have enabled, one could argue operators ‘need’ 5G to just keep up with the demand they’ve created. On the other, Iji gave the example of India where ARPU is one of the lowest in the world. “It doesn’t seem like an ideal time to launch 5G. In addition, average download speeds of around 15Mb/s do not suggest the market is crying out for faster internet.” Reliance Jio’s bold $25 billion investment [3] to build a nationwide 5G network in 18 months will no doubt put pressure on its healthy bottom-line for at least the next few years. It appears certain more countries will take a similar path, regardless of the top-line or bottom-line impact of the new service or the required investment to achieve nationwide coverage. The editorial views expressed in this article are solely those of the author and will not necessarily reflect the views of the GSMA, its Members or Associate Members. [1] [https:] [2] [https:] [3] [https:]
9:49
SoftBank Corp widens net-zero pledge
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Japan-based SoftBank Corp broadened its commitment to reaching carbon neutrality, setting the target of eliminating greenhouse gas emissions generated by its supply chain to virtually zero by 2050. To meet this goal, the company explained in a statement it aims to reduce emissions created across its supply chain (scope 3) in the fiscal year ending 31 March 2024 by 2.5 per cent compared with fiscal 2022 levels. It will work closely with business partners and use AI and other advanced technologies to strengthen its net-zero initiatives, it added. The operator previous announced the goal to eliminate emissions from internal business processes and its energy consumption, pledging to achieve net-zero by 2030 by reducing its own direct emissions (scope 1) and indirect emissions (scope 2), which includes those tied to the use of electricity supplied by other companies. Rival NTT Docomo committed [1] in September 2021 to cutting greenhouse gas emissions from its business activities to zero by 2030. [1] [https:]
9:40
Arm files infringement lawsuit against Qualcomm
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Softbank-owned Arm is suing Qualcomm for alleged breach of licence agreements and trademark infringement based on Qualcomm’s $1.4 billion deal to buy chip start-up Nuvia [1] last year. Nuvia’s chip designs use Arm’s licences, which Arm stated can’t be transferred over to Qualcomm without its permission. The lawsuit was filed in the US District Court in Delaware. Nuvia’s licences terminated in March of this year and Arm noted it made multiple good faith efforts to seek a resolution before and after that date. “Qualcomm has breached the terms of the Arm licence agreement by continuing development under the terminated licences,” according to Arm’s statement. “Arm was left with no choice other than to bring this claim against Qualcomm and Nuvia to protect our IP, our business, and to ensure customers are able to access valid Arm-based products." Arm stated it is “seeking specific performance of the contractual obligation to destroy certain Nuvia designs, an injunction against trademark infringement as well as fair compensation for the trademark infringement." Ann Chaplin, general counsel for Qualcomm, stated to Mobile World Live (MWL) that Arm’s lawsuit marks "an unfortunate departure from its longstanding, successful relationship with Qualcomm". "Arm has no right, contractual or otherwise, to attempt to interfere with Qualcomm’s or Nuvia's innovations," she added. "Arm’s complaint ignores the fact that Qualcomm has broad, well-established license rights covering its custom-designed CPU’s, and we are confident those rights will be affirmed". Qualcomm bought Nuvia to broaden its portfolio beyond the smartphone sector by developing more powerful chips that could be used in laptops and servers [2] for data centres. Arm’s designs are used for computers, including the servers used in data centres, and mobile graphics [3] on Android devices. Analyst reaction "Nuvia is a relatively new Arm customer whereas Qualcomm is one of its oldest and largest licensees and so it is possible that the terms that Qualcomm has are much better than those that Nuvia was able to negotiate," reflected Radio Free Mobile's Dr Richard Windsor. "Hence, the royalties that Arm will earn may well be less under a Qualcomm license than they would have been under a Nuvia license which could be why Arm is taking action." Windsor suggested that another possibility, albeit remote, is that Arm is being egged on by Apple. "Apple arguably has the best processors available in the market today with its M-series and will be keen to ensure that competing products are slow to come to market. Furthermore, the fact that 22 of Apple’s rivals were willing to voice support for Qualcomm’s acquisition of Nuvia is an indication of just how important it could be long term." Qualcomm has been involved in several high profile licencing disputes, including one with Apple that was resolved in 2019 [4]. Earlier this year [5], Apple filed an appeal with the US Supreme Court to void two of Qualcomm smartphone patents, but the court declined to hear the case. [1] [https:] [2] [https:] [3] [https:] [4] [https:] [5] [https:]
August 31, 2022
21:50
Verizon inks lease agreement with American Tower
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American Tower and operator Verizon signed a long-term lease agreement that will bolster the latter’s on-going 5G network deployments across the US by giving it access to additional towers as it attempts to close the coverage gap on T-Mobile US. The financial terms and length of the new tower agreement weren’t disclosed. A representative for Verizon stated to Mobile World Live (MWL) the previous contract between the two companies expired in December and that they had been negotiating up until 30 August when the new agreement was struck. Steve Vondran, president of the US division for American Tower, stated the new agreement was an extension of the company’s decades-long strategic partnership with Verizon. In a July research note, MoffettNathanson analyst Craig Moffett wrote that Verizon [1] and AT&T’s [2] most recent earnings results were supportive of tower leasing prospects for companies such as American Tower, “in that investing to catch-up with T-Mobile is one of the most viable paths they may have to improve their results." American Tower, which has 43,000 wireless towers across the US, Crown Castle and SBA Communications, respectively, are the three biggest cell tower operators in the US, according to website Wireless Estimator. [1] [https:] [2] [https:]
21:44
T-Mobile US shuffles headcount
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T-Mobile US laid off an undetermined number of employees the past few days across its regional network engineering operations, field operations and other divisions as part of organisational shifts in some areas of the company. A LinkedIn post by a former T-Mobile cybersecurity engineer cited “mass layoffs” at the mobile operator as the reason he was looking for a new job. Some comments on TheLayoff website stated the redundancies could continue past this week. “As we continue to hire top talent across the country (with over 3,000 posted positions), we are also making ongoing course-of-business organisational shifts in some areas of the company,” a T-Mobile representative wrote in an email to Mobile World Live (MWL). “These shifts are the outcome of opportunities we have identified to evolve our structure so we can best focus our resources in the places where customers need and want us to be." “Our priority is to ensure impacted employees are supported during this transition. Many of them will be offered different positions." Prior to Sprint and T-Mobile’s merger in 2020 [1], former T-Mobile CEO John Legere [2] stated the combined entities would lead to the creation of more jobs. [1] [https:] [2] [https:]
16:56
Harmoni Towers boosts US presence
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Harmoni Towers moved to purchase assets from a private equity company as part of a plan to become the fifth-largest tower player in the US. Harmoni Towers, a portfolio company of Palistar Capital, struck a deal to buy tower platform company Parallel Infrastructure from funds managed by affiliates of Apollo Global Management. Financial terms of the deal, which is slated to be finished in the third quarter of 2022, weren’t available. The combined company will have more than 2,000 built and in-construction towers across the US in 41 states. It will also have the capacity to build hundreds of new towers each year in all regions of the country. With a boost to its assets, Harmoni Towers is looking to usurp United States Cellular, currently ranked as the fifth-largest tower company by website Wireless Estimator. American Tower, Crown Castle, SBA Communications, and Vertical Bridge, in that order, hold down the top-four spots. Long-term view In 2020, Apollo bought Parallel through a corporate carve-out transaction via its second flagship infrastructure fund. As part of its value creation plan, Apollo stood up the business as an independent tower platform and then doubled its size during the ensuing two years. Harmoni Towers, which was known as Uniti Towers prior to a name change in 2020, has more than 1,000 sites built or in development. Omar Jaffrey, managing partner and founder of Palistar, stated it to commit $1 billion for the construction of additional Harmoni towers.
July 29, 2022
18:26
US 2.5GHz auction begins
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The Federal Communications Commission’s (FCC) latest spectrum auction kicked-off, covering 8,017 county-based overlay licences in the 2.5GHz band which analysts predict will primarily be of interest to T-Mobile US. Auction 108 covers blocks in 49.5MHz, 50.5MHz and 17.5MHz in each county, with licences mostly in rural areas. The 2.5GHz auction is using a clock-1 format, which allows only a single frequency-specific licence in a category in a county rather than offering multiple generic blocks across a broader geographic area. FCC chair Jessica Rosenworcel stated Auction 108 was a unique opportunity to fill 5G coverage gaps, but analysts largely view T-Mobile as the likely winner [1] of a large number of the licences, enabling it to close holes in its current portfolio. Rivals AT&T, Verizon and Dish Network are also among potential bidders, though Phil Burnett, communications services analyst with New Street Research, previously noted it would cost Verizon billions to add 2.5GHz radios to its towers, while AT&T and Dish Network have a significant amount of debt from previous spectrum auctions. Blair Levin, policy adviser to the research company, previously estimated Auction 108 could raise between $1.5 billion and $5.5 billion. The FCC’s authority to conduct spectrum auctions is set to expire on 30 September, but legislation is in the works to extend it to 21 March 2024 along with making additional spectrum in the 3.1GHz and 3.4GHz range available for 5G. Levin told Mobile World Live there are differing views on how to expand the FCC's authority, which "likely leads to a short-term, narrow solution”. [1] [https:]
18:26
US 2.5GHz auction begins
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The Federal Communications Commission’s (FCC) latest spectrum auction kicked-off, covering 8,017 county-based overlay licences in the 2.5GHz band which analysts predict will primarily be of interest to T-Mobile US. Auction 108 covers blocks in 49.5MHz, 50.5MHz and 17.5MHz in each county, with licences mostly in rural areas. The 2.5GHz auction is using a clock-1 format, which allows only a single frequency-specific licence in a category in a county rather than offering multiple generic blocks across a broader geographic area. FCC chair Jessica Rosenworcel stated Auction 108 was a unique opportunity to fill 5G coverage gaps, but analysts largely view T-Mobile as the likely winner [1] of a large number of the licences, enabling it to close holes in its current portfolio. Rivals AT&T, Verizon and Dish Network are also among potential bidders, though Phil Burnett, communications services analyst with New Street Research, previously noted it would cost Verizon billions to add 2.5GHz radios to its towers, while AT&T and Dish Network have a significant amount of debt from previous spectrum auctions. Blair Levin, policy adviser to the research company, previously estimated Auction 108 could raise between $1.5 billion and $5.5 billion. The FCC’s authority to conduct spectrum auctions is set to expire on 30 September, but legislation is in the works to extend it to 21 March 2024 along with making additional spectrum in the 3.1GHz and 3.4GHz range available for 5G. Levin told Mobile World Live there are differing views on how to expand the FCC's authority, which "likely leads to a short-term, narrow solution”. [1] [https:]
18:10
Chunghwa users wooed by 5G, faster broadband in Q2
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Chunghwa Telecom customers demonstrated something of a need for speed in Q2, with chair and CEO Chi-Mau Sheih crediting upgrades to the Taiwanese operator’s 5G and higher-speed fixed broadband networks for fuelling consumer unit gains. Sheih stated Chunghwa Telecom made progress in putting the effects of Covid-19 (coronavirus) behind it and detailed plans to maintain ongoing expansion efforts outside of its home market. Adoption of 5G services by existing subscribers fuelled “an average 37 per cent uplift in monthly fees” for Chunghwa Telecom’s mobile business, while broadband customers opting for packages offering data rates of 500Mb/s contributed to ARPU gains. Sheih highlighted continued interest in a bundle combining broadband, mobile and Wi-Fi, and noted its enterprise division was “driven by our ICT business”. Chunghwa Telecom aims to broaden availability of a private 5G network product in other Southeast Asian markets, part of an expansion plan Sheih noted was advanced in Q2 through a smart hospital MoU with Thonburi Hospital in Thailand. Net profit attributable to shareholders grew 8.1 per cent year-on-year to TWD9.7 billion ($322.7 million). Consumer unit revenue of TWD52.4 billion was 5.7 per cent higher, with mobile services up 3.3 per cent to TWD31.5 billion and fixed line rising 5.3 per cent to TWD12.8 billion. Enterprise revenue grew 2.1 per cent to TWD7.5 billion and its International unit 31.7 per cent to TWD6 billion.
18:10
Chunghwa users wooed by 5G, faster broadband in Q2
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Chunghwa Telecom customers demonstrated something of a need for speed in Q2, with chair and CEO Chi-Mau Sheih crediting upgrades to the Taiwanese operator’s 5G and higher-speed fixed broadband networks for fuelling consumer unit gains. Sheih stated Chunghwa Telecom made progress in putting the effects of Covid-19 (coronavirus) behind it and detailed plans to maintain ongoing expansion efforts outside of its home market. Adoption of 5G services by existing subscribers fuelled “an average 37 per cent uplift in monthly fees” for Chunghwa Telecom’s mobile business, while broadband customers opting for packages offering data rates of 500Mb/s contributed to ARPU gains. Sheih highlighted continued interest in a bundle combining broadband, mobile and Wi-Fi, and noted its enterprise division was “driven by our ICT business”. Chunghwa Telecom aims to broaden availability of a private 5G network product in other Southeast Asian markets, part of an expansion plan Sheih noted was advanced in Q2 through a smart hospital MoU with Thonburi Hospital in Thailand. Net profit attributable to shareholders grew 8.1 per cent year-on-year to TWD9.7 billion ($322.7 million). Consumer unit revenue of TWD52.4 billion was 5.7 per cent higher, with mobile services up 3.3 per cent to TWD31.5 billion and fixed line rising 5.3 per cent to TWD12.8 billion. Enterprise revenue grew 2.1 per cent to TWD7.5 billion and its International unit 31.7 per cent to TWD6 billion.
16:34
Orange maintient ses objectifs pour 2022
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Christel Heydemann, directrice générale d’Orange, a profité de la publication des résultats trimestriels du groupe pour vanter la résilience du groupe pendant les six premiers mois de 2022, en dépit des incertitudes géopolitiques, des retombées d’une pandémie de Covid-19 (coronavirus) toujours vivace et des effets de l’inflation. « Cette performance solide nous permet de confirmer notre guidance pour l’année en cours, point d’étape vers l’atteinte des engagements 2023, note Christel Heydemann dans le communiqué publié par le groupe. Elle nous permet également de préparer l’avenir avec confiance et responsabilité pour l’élaboration de notre prochain plan stratégique, qui sera dévoilé début 2023. » Christel Heydemann rappelle la concurrence acharnée à laquelle se livrent les opérateurs en Espagne. « Nos revenus sur le marché grand public autant que notre EBITDAaL s’améliorent, et nous sommes en bonne voie vers le retour à la croissance en 2023 », insiste cependant la directrice générale. De plus, l’accord historique signé la semaine dernière avec MasMovil pour regrouper nos activités au sein d’une nouvelle co-entreprise nous donne beaucoup de raisons de croire au potentiel de croissance en Espagne. » Le chiffre d’affaires total d’Orange à base comparable au 2e trimestre n’a guère bougé par rapport à celui de la même période de l’an passé, à 10,7 milliards d’euros. Le CA est en légère baisse en France (- 2,7 %) mais stable dans les autres pays d’Europe. Comme toujours, l’Afrique et le Moyen-Orient sont des moteurs de croissance, avec un CA en hausse de 7,2 %. Orange annonce en outre pour le semestre un résultat net consolidé de 1,467 milliard à comparer avec une perte de 2,6 milliards au premier semestre 2021, en raison de la dépréciation de l’écart d’acquisition de l’Espagne. Le CA semestriel est stable, à 21,3 milliards d’euros (+ 0,1 % à base comparable).
16:34
Orange maintient ses objectifs pour 2022
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Christel Heydemann, directrice générale d’Orange, a profité de la publication des résultats trimestriels du groupe pour vanter la résilience du groupe pendant les six premiers mois de 2022, en dépit des incertitudes géopolitiques, des retombées d’une pandémie de Covid-19 (coronavirus) toujours vivace et des effets de l’inflation. « Cette performance solide nous permet de confirmer notre guidance pour l’année en cours, point d’étape vers l’atteinte des engagements 2023, note Christel Heydemann dans le communiqué publié par le groupe. Elle nous permet également de préparer l’avenir avec confiance et responsabilité pour l’élaboration de notre prochain plan stratégique, qui sera dévoilé début 2023. » Christel Heydemann rappelle la concurrence acharnée à laquelle se livrent les opérateurs en Espagne. « Nos revenus sur le marché grand public autant que notre EBITDAaL s’améliorent, et nous sommes en bonne voie vers le retour à la croissance en 2023 », insiste cependant la directrice générale. De plus, l’accord historique signé la semaine dernière avec MasMovil pour regrouper nos activités au sein d’une nouvelle co-entreprise nous donne beaucoup de raisons de croire au potentiel de croissance en Espagne. » Le chiffre d’affaires total d’Orange à base comparable au 2e trimestre n’a guère bougé par rapport à celui de la même période de l’an passé, à 10,7 milliards d’euros. Le CA est en légère baisse en France (- 2,7 %) mais stable dans les autres pays d’Europe. Comme toujours, l’Afrique et le Moyen-Orient sont des moteurs de croissance, avec un CA en hausse de 7,2 %. Orange annonce en outre pour le semestre un résultat net consolidé de 1,467 milliard à comparer avec une perte de 2,6 milliards au premier semestre 2021, en raison de la dépréciation de l’écart d’acquisition de l’Espagne. Le CA semestriel est stable, à 21,3 milliards d’euros (+ 0,1 % à base comparable).
16:30
Le repli économique affecte Intel–
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Pat Gelsinger, le pdg d’Intel, a admis que le géant du microprocesseur a perdu des plumes au 2e trimestre, avec un CA en repli et des pertes nettes. Pat Gelsinger explique cette contre-performance par le déclin rapide des activités économiques, mais concède que les chiffres révèlent également des problèmes internes. Le résultat net est passé d’un bénéfice de 5 milliards de dollars au T2 2021 à une perte de 454 millions, avec un CA en repli de 22 % à 15,3 milliards. La branche Client Computing Group, qui intègre la production de processeurs pour PC, a généré un CA de 7,7 milliards, en chute de 25 %. La branche Datacentre et IA a dévissé quant à elle de 16 % à 4,6 milliards. Le segment Réseau et Edge a cependant continué à progresser, avec un CA en hausse de 2,3 milliards (+11 %). Intel pourrait bénéficier cependant d’une nouvelle législation relative aux subventions pour pousser la production de microprocesseurs aux États-Unis. Intel aurait apparemment arrêté la construction d’une usine de 20 milliards de dollars dans l’Ohio en attendant le vote du texte, proposé pour la première fois en 2021.
16:30
Le repli économique affecte Intel–
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Pat Gelsinger, le pdg d’Intel, a admis que le géant du microprocesseur a perdu des plumes au 2e trimestre, avec un CA en repli et des pertes nettes. Pat Gelsinger explique cette contre-performance par le déclin rapide des activités économiques, mais concède que les chiffres révèlent également des problèmes internes. Le résultat net est passé d’un bénéfice de 5 milliards de dollars au T2 2021 à une perte de 454 millions, avec un CA en repli de 22 % à 15,3 milliards. La branche Client Computing Group, qui intègre la production de processeurs pour PC, a généré un CA de 7,7 milliards, en chute de 25 %. La branche Datacentre et IA a dévissé quant à elle de 16 % à 4,6 milliards. Le segment Réseau et Edge a cependant continué à progresser, avec un CA en hausse de 2,3 milliards (+11 %). Intel pourrait bénéficier cependant d’une nouvelle législation relative aux subventions pour pousser la production de microprocesseurs aux États-Unis. Intel aurait apparemment arrêté la construction d’une usine de 20 milliards de dollars dans l’Ohio en attendant le vote du texte, proposé pour la première fois en 2021.
13:34
Telefonica, Liberty Global move on £4.5B UK fibre JV
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Telefonica and Liberty Global agreed to create a JV in the UK which will focus on building fibre-to-the-home (FTTH) networks in areas not currently served by the duo’s existing Virgin Media O2 operation. The groups will jointly retain a 50 per cent stake via a holding company, with Telefonica’s share held by Telefonica Infra. Financial investment company InfraVia Capital Partners is to buy the other 50 per cent stake. The JV has been anticipated [1] and is expected to further increase competition to BT. The venture will invest around £4.5 billion in FTTH deployments, with up to £1.4 billion provided by the three partners in the form of equity commitments. The JV also obtained debt financing of about £3 billion from a consortium of banks. Telefonica and Liberty Global plan to deploy fibre to 5 million homes not currently served by Virgin Media O2’s network by 2026, with the potential for an additional 2 million. Virgin Media O2 will act as anchor client and the JV will also seek other wholesale customers. Liberty Global CEO Mike Fries noted Virgin Media O2 “has already committed to upgrading its entire existing 16 million footprint to FTTH". "This JV will take our aggregate FTTH footprint to up to 23 million homes, reaching around 80 per cent of the UK”. The transaction is subject to regulatory approval and is expected to close in Q4 2022. Fibre ventures abound Fries also noted Liberty Global and InfraVia have already established a 50:50 JV in Germany, which had now started building its network and outlined plans to offers services under the HelloFiber brand. For Telefonica, the move comes days after it created the Bluevia Fibra [2] JV in Spain. The Spanish group has also created FTTH vehicles in Brazil (Fibrasil, with CDPQ) and Germany (UGG, with Allianz). Telefonica chairman and CEO Jose Maria Alvarez-Pallete commented that Telefonica Infra add the UK to its list of FTTH nations, "joining the top-tier institutions" partnering with the operator's various businesses. [1] [https:] [2] [https:]
13:34
Telefonica, Liberty Global move on £4.5B UK fibre JV
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Telefonica and Liberty Global agreed to create a JV in the UK which will focus on building fibre-to-the-home (FTTH) networks in areas not currently served by the duo’s existing Virgin Media O2 operation. The groups will jointly retain a 50 per cent stake via a holding company, with Telefonica’s share held by Telefonica Infra. Financial investment company InfraVia Capital Partners is to buy the other 50 per cent stake. The JV has been anticipated [1] and is expected to further increase competition to BT. The venture will invest around £4.5 billion in FTTH deployments, with up to £1.4 billion provided by the three partners in the form of equity commitments. The JV also obtained debt financing of about £3 billion from a consortium of banks. Telefonica and Liberty Global plan to deploy fibre to 5 million homes not currently served by Virgin Media O2’s network by 2026, with the potential for an additional 2 million. Virgin Media O2 will act as anchor client and the JV will also seek other wholesale customers. Liberty Global CEO Mike Fries noted Virgin Media O2 “has already committed to upgrading its entire existing 16 million footprint to FTTH". "This JV will take our aggregate FTTH footprint to up to 23 million homes, reaching around 80 per cent of the UK”. The transaction is subject to regulatory approval and is expected to close in Q4 2022. Fibre ventures abound Fries also noted Liberty Global and InfraVia have already established a 50:50 JV in Germany, which had now started building its network and outlined plans to offers services under the HelloFiber brand. For Telefonica, the move comes days after it created the Bluevia Fibra [2] JV in Spain. The Spanish group has also created FTTH vehicles in Brazil (Fibrasil, with CDPQ) and Germany (UGG, with Allianz). Telefonica chairman and CEO Jose Maria Alvarez-Pallete commented that Telefonica Infra add the UK to its list of FTTH nations, "joining the top-tier institutions" partnering with the operator's various businesses. [1] [https:] [2] [https:]
13:24
KDDI ready to pay back customers for outage
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Japanese operator KDDI detailed plans to compensate more than 35 million subscribers affected by a major network outage [1] earlier this month, a failure which could yet result in official government reprisal. The operator explained its compensation plan covered users which were unable to access mobile voice and data services, along with subscribers of its Home Plus telephone service during the outage which began on 2 July. It revealed a total of 35.9 million customers had been affected, with compensation due in the form of a JPY200 ($1.50) discount on their monthly bill, or increased data allowance in some cases. Kyodo News reported the total outlay could hit JPY7.5 billion. The operator revealed the compensation plan after sending an official report on the outage to Japan’s Ministry of Internal Affairs and Communications, which stated it planned “to scrutinise the contents” and “consider necessary measures”. In a separate report, Kyodo News reported the Ministry may censure KDDI in August alongside potential broader action around enabling users to roam on rival operator networks, particularly for calls to emergency services. KDDI also referred to the outage in financial statements for fiscal Q1 2023 (the period to end-June) issued today (29 July), explaining it had already established a team to explore ways to strengthen its infrastructure and customer service. The division aims to “prevent recurrence, verify prompt restoration measures and implement other overall checks and measures”, among other goals. Profit attributable to owners rose 1 per cent year-on-year to JPY191.8 billion, with revenue 4 per cent higher at JPY1.4 trillion. [1] [https:]
12:29
Millicom eyes 2023 for tower, fintech deals
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Millicom CEO Mauricio Ramos (pictured) indicated the company performed strongly in Q2 with growth across all of its countries, as it progressed a plan to separate its financial technology and infrastructure assets. In its results statement, Ramos expressed confidence it would be in a position to begin “unlocking and crystallising value” from the spun-off assets through transactions expected to take place in 2023. Ramos acknowledged global economic issues as factors impacting Millicom's Q2, but said the company had “continued to perform strongly and ahead of our plans”. Although pointing to gains across its markets, Ramos singled-out Colombia, which booked service revenue growth of 8 per cent fuelled by a shift towards post-paid contract customers in its mobile operation. This, he attributed to being a result of its recent investments in spectrum, network and distribution. Across the whole business, which is focused on central and south America following its Africa exit [1], Millicom posted revenue of $1.5 billion. Its top line represented a 44.6 per cent year-on-year jump, though this was largely attributed to the inclusion of the whole of Tigo Guatemala after buying out its JV partner [2] in late 2021. Organically, revenue would have risen by 5.5 per cent. Net profit was $129 million, which compares with a loss of $100 million in Q2 2021 [3]. [1] [https:] [2] [https:] [3] [https:]
12:02
Orange Belgium faces VOO probe
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Orange Belgium faced a setback in efforts to boost its convergence credentials through an acquisition of VOO after the European Commission (EC) opened an in-depth investigation into the proposed deal. The Orange subsidiary entered talks [1] to acquire a majority stake the provider of TV, broadband, and fixed and mobile telecoms services in November 2021. A month later, it signed an agreement to buy 75 per cent minus one share from Belgian company Nethys, based on an enterprise value of €1.8 billion. However, the EC has now expressed concern the proposed transaction may reduce competition in the retail markets for fixed internet services, audio-visual services and multi-play bundles including converged services in parts of Belgium. The authority also noted cable operator Brutele, which is owned by Belgian investor Enodia, also markets its fixed telecoms services under the VOO brand. VOO operates cable networks in the French-speaking Wallonia region of Belgium. Brutele is mainly active in the Brussels-Capital region and certain municipalities in Wallonia. EU competition chief Margrethe Vestager indicated Orange has been a successful challenger to VOO and Brutele in parts of Belgium. “With our in-depth investigation, we want to make sure that the acquisition of VOO/Brutele by Orange does not lead to higher prices or less quality for customers in Wallonia and parts of Brussels,” Vestager stated. The EC has until 6 December to make a decision on the matter. [1] [https:]
10:09
Economic downturn takes toll on Intel
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Intel CEO Pat Gelsinger (pictured) stated its performance in Q2 fell below the company’s and shareholder’s standards as the chipmaker posted a net loss on lower revenue. On an earnings call, Gelsinger blamed a rapid decline in economic activity as the largest factor in Intel's Q2 performance, but acknowledged the numbers also reflected problems with execution. It fell from a $5 billion profit in Q2 2021 to a $454 million loss, with revenue down 22 per cent to $15.3 billion Intel’s Client Computing Group, which includes PC chips, generated revenue of $7.7 billion in revenue, down 25 per cent. Its Datacentre and AI division, which delivers server chips; accelerators; memory; and field-programmable gate arrays, was down 16 per cent to $4.6 billion. The Network and Edge segment generated $2.3 billion in revenue, up 11 per cent. The company could benefit from the passing of revised US legislation covering subsidies [1] to bolster domestic production of chips: Intel reportedly halted construction [2] on a $20 billion chip plant in Ohio as it waited for politicians to advance the bill, which was first proposed in 2021. [1] [https:] [2] [https:]
0:42
Apple profit takes a hit
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Apple posted another record fiscal Q3, with revenue of $82.9 billion in the period from 27 March to 25 June despite headwinds including conflict in Ukraine, supply chain constraints in China [1] and foreign exchange rate issues. CEO Tim Cook (pictured) stated on the company’s fiscal Q3 2022 earnings call the revenue bested Apple's expectations. The sum was up 2 per cent year-on-year, but net income fell 10.6 per cent to $19.4 billion. Cook touted the success of its iPhone 13 as its smartphone sales grew 3 per cent to a record $40.7 billion. CFO Luca Maestri stated Apple also set a record for the number of users which switched to iPhones in the quarter. Smartphones accounted for 49 per cent of the company's total sales. Cook stated with 5G penetration still low globally there was reason to be optimistic about the future growth of compatible models. Services revenue, which includes the App Store; AppleCare; iCloud; Apple Pay; Apple Music; Apple TV+; and Apple Arcade, was up 12 per cent to $19.6 billion. Mac computer sales decreased 10 per cent to $7.3 billion and iPad 2 per cent to $7.2 billion. [1] [https:]
July 28, 2022
19:48
Comcast maintains mobile progress
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Comcast added 317,000 subscribers to its Xfinity Mobile service in Q2, its second-best quarter to date in terms of additions, as it works to compete with mobile operators through the MVNO service. The additions took Comcast's total wireless subscriber base to 4.6 million compared with 3.3 million in Q2 2021. Revenue at the division grew 29.8 per cent to $722 million. Revenue for the cable communications segment, which includes Comcast's wireless business, increased from $16 billion to $16.6 billion. Overall, Comcast’s revenue increased 5.1 per cent to $30 billion, driven in part by its Universal theme parks and studios. Net income attributable to the company of $3.4 billion was down 9.2 per cent. Brian Roberts, chair and CEO, was bullish on Comcast's future, stating it was in "an enviable strategic and financial position" citing "substantial cash flow generation and a strong foundation for innovation". Research company MoffettNathanson noted wireless operations accounted for 4.3 per cent of the cable sector's overall revenue during Q2, with the proportion and is growing at 29.9 per cent annually. Analyst Craig Moffett previously noted cable companies were becoming a threat [1] for mobile operators due to the rate of subscriber additions. [1] [https:]

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