du (UAE) deploys Microchip’s TimeProvider 4100 Grandmaster clock for advanced 5G network services

Du, the United Arab Emirates Integrated Telecommunications Company (EITC), announced that it has deployed Microchip’s TimeProvider 4100 Grandmaster clock for advanced 5G network services. Du said the deployment, as part of its investment in 5G technology, aims to provide its customers with best-in-class broadband services and network performance.

Microchip’s end-to-end timing solutions generate, distribute and apply precise time for multiple industries, including communications, aerospace and defense, IT infrastructure, financial services, power utilities and more. The company provides a broad range of clock and timing solutions ranging from MEMS oscillators to active hydrogen masers.

Image Credit: Microchip

Saleem AlBlooshi, Chief Technology Officer at du said, “With the deployment of Microchip’s TimeProvider 4100 solution, du is proud to offer users this level of network performance and resilience. The unparalleled level of accuracy delivered by Microchip’s solution allows us to provide the best performance to our users while also ensuring that our network is ready for advanced carrier aggregation services. Additionally, with the inclusion of Microchip’s vPRTC end-to-end solution, we are able to offer our enterprise customers the Trusted Time service they need for their Zero Trust requirements.”

The UAE telco noted that Microchip’s virtual Primary Reference Time Clock (vPRTC) architecture, powered by the TimeProvider 4100, is designed to meet the stringent requirements of 5G networks, which demand highly accurate and reliable synchronization.

While ensuring maintenance of a 100 ns Primary Reference Time Clock (PRTC) accuracy across the transport network, this synchronisation architecture also protects against disruptions caused by Global Navigation Satellite System (GNSS) outages, offering enhanced security and reducing dependency on GNSS, Du said.

Randy Brudzinski, Corporate Vice President of Microchip’s frequency and time systems business unit, expressed Microchip’s commitment to supporting 5G technology. “By implementing Microchip’s vPRTC solution, du can scale its broadband 5G services throughout the United Arab Emirates (UAE) with confidence, ensuring that their customers enjoy the best service experience without disruptions,” added Brudzinski.

With the integration of Microchip’s timing solution, Du will deliver advanced 5G network broadband services to meet the connectivity demand of customers.

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About du:

Operating under the steadfast umbrella of Emirates Integrated Telecommunications Company (EITC), du is an integral driver of the UAE’s economic, social and digital transformation. Thriving on digitally innovating all facets of the contemporary telecom experience, we touch the lives of millions of customers everyday as a dedicated enabler of connectivity, continuity and growth across consumer and enterprise segments. Whether delivering state-of-the-art Smart City infrastructure, bespoke enterprise ICT solutions, government communications, secure data solutions, or the very best in home entertainment and value, we are a reliable telco and ICT player shaping the future of communication for a more connected tomorrow.

EITC reported that its mobile customer base grew 8.3% year-over-year in 2023 to 8.6 million subscribers, while its fixed customer base rose by 12.6% year-over-year to 604,000 subscribers.

References:

du deploys Microchip’s TimeProvider® 4100 Grandmaster for advanced 5G network broadband services (msn.com)

Nokia and du (UAE) complete 5G-Advanced RedCap trial; future of RedCap?

https://www.microchip.com/en-us/products/clock-and-timing/components/application-specific/5g

https://www.microchip.com/en-us/about/media-center/blog/2023/synchronizing-5g-networks-with-timing-design-and-management-one

https://www.microchip.com/en-us/products/clock-and-timing/systems/virtual-primary-reference-time-clock/5g

 

 

Ericsson on 5G use cases: remote surgery, augmented and virtual reality with AI agent all depend on 3GPP URLLC specs

5G for Remote Surgery:

This year, surgeons in Florida working with Ericsson, were able to operate on remote patients in Dubai and Shanghai, using 5G technology, according to Mischa Dohler, Ericsson vice president-emerging technologies.

A hospital in China used a 5G-enabled robot to perform spinal surgery on patients, and doctors used VR headsets to livestream the operation. The robot implanted over 62 pedicle screws in the patients’ spinal cord.  Here’s a pic of that:

Photo by Wang Fei/For China Daily

Dohler said he’s working with the White House, FCC, NTIA, Food and Drug Administration and others to make remote surgery “a reality.” More widespread use of the technology won’t happen unless smaller carriers also get involved. We will have not only humans using your networks, but also machines more and more,” Dohler added.

Gartner’s market research underscores the importance of 5G SA, predicting that by 2025, it will be the foundation for the majority of applications demanding sub-10 millisecond latency. This transition is not merely a technical upgrade but a strategic enabler for industries poised to benefit from real-time data processing and decision-making.  However, the ultra low latency depends on two 3GPP Release 16 specs – 5GNR enhancements for URLLC and URLLC in the 5G SA core network– being completed, performance tested and implemented.  That has not happened yet and without it there can’t be any 5G URLLC use cases like remote surgery!

Real-time remote surgeries, once a concept of futuristic medicine, are becoming a reality. The ability to perform surgical procedures from thousands of miles away, with real-time response and precision, could revolutionize healthcare accessibility and outcomes. For example, a pilot project involving 5G SA-enabled remote surgery successfully demonstrated how surgeons could operate with millisecond-level precision, mitigating geographical barriers to specialized medical care.

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Ericsson’s Dohler predicted growing use of augmented and virtual reality and AI “agents,” computer programs capable of performing tasks autonomously, which people will use as part of their daily lives. New technology will require networks that can handle increased traffic, he said. New data traffic patterns “will hit you at some point this decade,” he said. “You will need to do some bold moves.”

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References:

https://www.ericsson.com/en/blog/2024/3/cutting-the-cord-lifesaving-telesurgery-in-the-age-of-5g

https://communicationsdaily.com/article/2024/04/19/remote-surgery-and-other-new-use-cases-show-reason-to-move-to-5g-ericsson-official-2404180052

https://www.chinadaily.com.cn/a/201908/29/WS5d670e17a310cf3e355686fa.html

https://www.linkedin.com/pulse/dawn-new-era-navigating-shift-from-5g-nsa-sa-tayroni-fkvre/

 

Frontier Communications recovering from unknown cyberattack!

Frontier Communications provides fiber optic based gigabit Internet access to millions of consumers and businesses across 25 states.  Frontier Communications said on Thursday that it’s ‘experiencing technical issues with our internal support platforms.’  ​Frontier’s mobile apps are also down, with the same warning message being displayed after launching the application. A company representative did not respond to questions about the situation.

The Texas-based telecommunications company reported a cyberattack to the Securities and Exchange Commission (SEC) on Thursday.  Frontier said it detected unauthorized access to its IT systems on April 14th and began instituting “containment measures” that included “shutting down certain of the Company’s systems.” The shutdowns caused operational disruption that the company said “could be considered material.”

“Based on the Company’s investigation, it has determined that the third party was likely a cybercrime group, which gained access to, among other information, personally identifiable information,” the company said in the SEC filing.

“As of the date of this filing, the Company believes it has contained the incident and has restored its core information technology environment and is in the process of restoring normal business operations.  Based on the company’s investigation, it has determined that the third party was likely a cybercrime group, which gained access to, among other information, personally identifiable information,” the company said.

Investigations into the incident are ongoing and they have hired cybersecurity experts to help with the incident. Law enforcement agencies have been notified.

Despite saying that the shutdowns could be considered material, Frontier later wrote that it “does not believe the incident is reasonably likely to materially impact the Company’s financial condition or results of operations.”

According to Leichtman Research Group, Frontier is the seventh largest broadband Internet supplier in the US, with almost 3 million customers. The company’s copper and fiber network stretches across large portions of the East and West Coasts.

Light Reading reported on Thursday of warnings from Frontier. “We’re experiencing technical issues with our internal support platforms,” said a message on the company’s website homepage. “Our residential and business networks are not affected by this issue. In the meantime, please call for assistance.”

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Last week, AT&T reported that more than 51 million people were affected by a recently-disclosed data breach that included troves of customer information including Social Security numbers, AT&T account numbers and AT&T passcodes.

EchoStar’s Dish Network last year reported a “cybersecurity incident” that impacted its ability to install services, take payments and provide customer care for several weeks.

Fierce reported this week about an intentional cable cut in AT&T’s network that interrupted services at Sacramento Airport.

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The Federal Communications Commission (FCC) updated its data breach rules for the first time in 16 years in December, expanding regulations on how telecommunication companies report cybersecurity incidents.  FCC Chairwoman Jessica Rosenworcel argued that the rules the agency created more than 15 years ago are no longer compatible with a modern world where telecommunication carriers have access to a “treasure trove of data about who we are, where we have traveled, and who we have talked to.”

References:

https://therecord.media/telecom-giant-frontier-cyberattack-sec

https://www.sec.gov/ix?doc=/Archives/edgar/data/20520/000119312524100764/d784189d8k.htm

https://www.bleepingcomputer.com/news/security/frontier-communications-shuts-down-systems-after-cyberattack/

https://www.lightreading.com/security/frontier-we-were-probably-hacked

Nokia (like Ericsson) announces fresh wave of job cuts; Ericsson lays off 240 more in China

reported a smaller-than-expected rise in quarterly profit on Thursday as sluggish demand for 5G gear in key markets North America and India continued to weigh on sales. “This will still be a weak year, for the mobile RAN (radio access network) market and we expect, as I said, it to gradually pick up during the year,” CEO Pekka Lundmark told reporters.  A fall in demand for 5G equipment in North America, the largest market for Nokia and Swedish rival Ericsson and market share losses in China have forced both companies to temper expectations and lay off thousands of employees to shed costs.
First-quarter operating profit, excluding certain items of income and expenses, and helped by cost cuts, was 597 million euros, up from a 479 million year-earlier, as constant-currency sales fell 19%.
  • Nokia Oyj’s Q1 2024 results showed a 26% decrease in net sales and a decrease in operating margins from Network Infrastructure.
  • Nokia Technologies saw a doubling of net sales, benefiting from licensing deals and aiming to raise annual net sales to EUR 1.4-1.5 billion.
  • Mobile Networks experienced a nearly 40% decrease in net sales, with speculation that telecom firms will prioritize debt repayment over equipment spending.

On a call with reporters today, Nokia said it will cut ~11,500 jobs and end up with a workforce of approximately 74,500 employees at the end of 2026.  Like Ericsson, it has responded to the global telecom market contraction by announcing a fresh wave of job cuts. Having already eliminated 16,000 jobs since 2016 (the year of that Alcatel-Lucent acquisition), Nokia last year said up to 14,000 jobs would disappear, and no fewer than 9,000, by the end of 2026. The aim is to save between €800 million ($854 million) and €1.2 billion ($1.3 billion) in annual expenses.  That newest layoff round follows Ericsson’s announcement that it will lay off ~1,200 employees in Sweden as part of cost-cutting measures announced earlier this year as telco customers reduce their spending on 5G network equipment.

“We are progressing toward this target and currently looking at somewhere around the midpoint of that range,” Lundmark said when asked by Light Reading if there is now more certainty about the ultimate size of the company at the end of the program. “That will then finally depend on the development of the market situation.”

North American customers that previously gorged on supplies have seen little need in the last year to replenish inventory. The pace of a 5G rollout in India has dramatically slowed. Denied the opportunity to consolidate, European telcos still underinvest in 5G, complain vendors. After managing a €137 million ($146 million) mobile operating profit for the first quarter of 2023, Nokia slid a year later to a €42 million ($45 million) loss.

Nokia’s network infrastructure business group – including fixed residential, optical and Internet Protocol activities – sales were down 26%, to less than €1.7 billion ($1.8 billion). An engine of sales growth during Lundmark’s first years in charge, it registered a 42% fall in operating income, to €82 million ($88 million). At cloud and network services, meanwhile, revenues dropped 14%, to €652 million ($696 million), and losses widened 35%, to €27 million ($29 million).

“We have said that we are continuously doing active portfolio management – you have seen some our recent moves that we did last year,” Lundmark said. Disposals included the €185 million ($198 million) sale of a device management business to Canada’s Lumine Group and the earlier transfer of about 350 employees working on cloud platforms to IBM-owned Red Hat.

“We are pleased with the strategy that we have in place in mobile networks,” said Lundmark. “We have a strong value proposition there, we have increased our market share in recent years, and we have a good strategy to deliver value to our shareholders,” he added.

After Intel’s failure to deliver 10-nanometer microprocessors, Nokia resorted to field programmable gate arrays (FPGAs) and its competitiveness suffered. But Nokia’s Mobile Networks boss Tommi Uitto subsequently introduced the well-regarded Broadcom and Marvell Technology as chip suppliers alongside Intel, and the FPGAs have now been replaced. Outside China and the U.S., Nokia’s market share has recently grown, say independent analysts.

In mobile, the full-year outlook remains relatively bleak, even if the second half brings some improvement. “The market has been really, really weak, which is not a Nokia issue,” said Lundmark, in his detailed answer to that question about a sale of mobile assets. “It is an industry issue.  It has to be a matter of time before operators again will have to start investing, and, once that happens, we will be in a strong position,” he concluded.

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Update: Ericsson has laid off 240 employees in China, part of a restructuring in the country that will affect one of its largest research hubs globally. Ericsson said the positions would be cut in line with the company’s effort to diversify its research and development footprint to better align with its sales globally. The employees impacted would be in its core network R&D division in China, a spokesman said.

The Swedish telecommunications-equipment company told employees at an internal meeting in early March that it was embarking on a transformation of its China operations that would continue into 2025, several people who attended the meeting told The Wall Street Journal. The company has plans to reduce headcount further in the coming months, people familiar with the company said. One of the people said the R&D team recently had been excluded from working on at least two large projects in the U.S. and Australia.

Ericsson’s market share has been dwindling in China in the 5G era amid intensified competition from local players like Huawei and heightened geopolitical tensions. In its 2023 annual report, Ericsson cautioned that a further escalation of trade tensions between the U.S. and China could hurt its operations in China.

Ericsson had 9,950 employees in China last year, down from 13,783 in 2019, according to company data.

References:

https://www.lightreading.com/5g/nokia-ceo-bids-to-revive-loss-making-mobile-unit-amid-sale-rumors

https://www.reuters.com/technology/nokias-q1-comparable-operating-profit-misses-expectations-2024-04-18/

https://www.wsj.com/tech/ericsson-lays-off-more-than-200-employees-in-china-f4ab7db3″ rel=”noopener” target=”_blank”>https://www.wsj.com/tech/ericsson-lays-off-more-than-200-employees-in-china-f4ab7db3

Posted in Uncategorized Tagged

Huawei to revolutionize network operations and maintenance

Huawei rotating chair Eric Xu kicked off the company’s annual analyst summit in Shenzhen underlining a near ubiquitous focus on AI and outlined a broad strategy designed to improve the competitiveness of its products and operations, without sharing specifics or targets.

Xu explained the company is pursuing a number of initiatives across multiple tracks to take advantage of new opportunities in AI. In addition to driving advancements in AI to build “thriving ecosystems for shared success”, he said Huawei is actively integrating the technology into its internal management to improve operating efficiency.

The company aims to “revolutionize network operations and maintenance” with its autonomous driving network offering, but Xu didn’t provide an update on the ongoing initiative. He added it is working to upgrade its Celia smart assistant, launched in 2018, which is connected to its evolving Pangu AI models developed for a number of sectors.

Eric Xu speaking at 2024 Huawei Analyst Summit

With the company facing tight restrictions on the import of advanced chips and other equipment as well as curbs in many western markets on its networking gear, Xu avoided talking about its core network carrier group and any mention of handsets now sporting high-end domestic chips.

Steven Zhao, Vice President of Huawei’s Data Communication Product Line, delivered a speech entitled “Accelerating Network Transformation Towards All Intelligence”. Mr. Zhao shed light on how Huawei introduced AI technologies to upgrade network capabilities at case-, process-, and system-levels and accelerate network intelligence. Participants, including industry partners, also explored the current trends and future prospects of the Net5.5G industry.

Despite broad trade sanctions, Huawei last August secured 7nm processors for its Mate 60 Pro from state-owned Semiconductor Manufacturing International Corp, raising concerns among U.S. officials if the Chinese chipmaker bypassed export controls.

During the 21st Huawei Analyst Summit, the “Building F5.5G All-Optical Target Network, and Ushering in 10 Gbps UBB Intelligent Era” forum was held, where industry stakeholders deliberated on how to apply F5.5G optical technologies to build home and industry intelligence. Also at this forum, Bob Chen, President of Huawei Optical Business Product Line, said, “To stride to the intelligent era in the next 10 years, a high-quality computing bearer network, that is, F5.5G all-optical premium computing network, needs to be built to ensure that computing power is always-on with 99.9999% availability and instantly-accessible with 1 ms latency. With its ubiquitous 10 Gbps access, the network makes computing power accessible everywhere and connects ubiquitous intelligence, enabling intelligence in various industries.”

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Huawei’s net profit in 2023 increased 144.5% year-on-year to CNY86.9 billion ($12 billion), with revenue rising 9.6% to CNY704.2 billion, driven by a 17.3% increase in consumer revenue to CNY251.5 billion.

Last year, the company combined revenue from its carrier network business and enterprise unit into a single figure. In 2022, Huawei’s carrier group accounted for 44.2% of total revenue.

References:

https://www.huawei.com/en/news/2024/4/has-net-5-point-5g-ai

https://www.huawei.com/en/news/2024/4/has-net-5-point-5g-ai

https://www.huawei.com/en/news/2024/4/has-f5-point-5g-all-optical

 

Huawei chief outlines moves to capture AI upside 

Posted in Uncategorized Tagged

FCC legal advisor: Potential End of ACP Is the ‘Biggest Challenge’ Facing the Broadband Marketplace

On Wednesday April 17th, broadband officials and experts called for continued pressure to replenish the FCC’s Affordable Connectivity Program (ACP) [1.]. Some panelists during Next Century Cities’ bipartisan tech policy conference also urged community leaders to engage with their state broadband offices as NTIA approves states’ plans for the broadband, equity, access and deployment program.

Note 1. The Affordable Connectivity Program (ACP) is a benefit program from the FCC that helps households pay for broadband for work, school, and healthcareThe program is separate from the FCC’s Lifeline Program. The ACP is targeted at low-income families and individuals, and may include a one-time benefit of up to $100 for a phone or internet-capable device like a tablet, laptop, or desktop computer. The program also offers a monthly service discount and one device discount per household. The FCC said that unless lawmakers act to give the program additional funding, the full $30 discount will end at the end of April. The loss of ACP will hit poor people very hard and significantly widen the digital divide.

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The biggest challenge facing the broadband marketplace right now is “the potential end of ACP next month,” said Hayley Steffen, legal adviser to Commissioner Anna Gomez. Ensuring the program is funded and continues is Gomez’s “highest priority right now,” Steffen said. FCC Consumer and Governmental Affairs Bureau Chief Alejandro Roark agreed, noting the program has “accomplished more over the past two years to bridge our country’s digital opportunity divide than any other standalone effort in our nation’s history.”

On Monday, a coalition of 271 civil-society groups and local, state and Tribal governments sent a letter to the U.S. House of Representatives that urges all members to sign a discharge petition to support the Affordable Connectivity Program (ACP) Extension Act. The legislation would provide an additional $7 billion to save a successful broadband-subsidy initiative.

Rep. Yvette Clarke, D-N.Y., is circulating a discharge petition (House Resolution 1119) in a bid to force a floor vote on her Affordable Connectivity Program (ACP) Extension Act (HR-6929/S-3565), which would appropriate $7 billion to keep the ailing FCC broadband fund running through the end of FY 2024. ACP “has been a transformative force, empowering nearly 23 million American households in rural and urban communities with reliable, high-speed, and affordable broadband access,” Clarke said Wednesday in a statement.

“To continue this progress, I implore my colleagues to join me by signing the discharge petition. This will ensure [HR-6929] receives the vote it deserves” on the House floor. “We cannot turn our back on the progress made in closing the digital divide,” she said.

Advocating in numbers is powerful,” said TDI CEO AnnMarie Killian. ACP “really requires that we take a stance and bring forth the importance of digital inclusion for all,” Killian said. DigitalC CEO Joshua Edmonds agreed, but “at the same time, we should walk and chew gum here and look at the value and potential of community-based networks, too.”

Affordability is “a key factor” for individuals with disabilities who rely on broadband for telecom relay services, Killian said, and the end of ACP could have a “significant impact on our economically disadvantaged consumers.” Fort Collins, Colorado, Broadband Executive Director Chad Crager encouraged local officials to start considering “another solution” to addressing affordability in their communities if ACP ends. “We hope it’s renewed” and extended, Crager said, but “the reality will not be forever.”

This really is the moment for us to not give up” on advocating for ACP’s future, Roark said. ACP has been the FCC’s “best and most successful” effort at broadband affordability, Steffen said. Many households enrolled in the program will be eligible for the Lifeline benefit should ACP end, she said, but Lifeline is “definitely no replacement for ACP.” Roark also encouraged discussions on “how potentially ACP could be integrated into the USF framework.”

NTIA is “actively reviewing” states’ BEAD applications, Senior Policy Adviser Lukas Pietrzak said, noting that 48 states’ volume I proposals have already been approved (see 2403060046). “I have great expectations” for the states’ plans because “at the bare minimum, they did include Black community anchor institutions,” said Fallon Wilson, Multicultural Media, Telecom and Internet Council vice president-policy, citing states with several historically Black colleges and universities. The challenge now is ensuring the states’ plans are executed so that those institutions actually receive funding, Wilson said.

NTIA is also preparing to announce “in the next few weeks” how many applications it received for the second round of tribal broadband connectivity program funding, said Pietrzak. Projects funded by the middle-mile infrastructure grant program are “also starting to break ground in the spring and summer,” Pietrzak said, “which is exciting to see here.” He also noted that 20,000 devices have been distributed through the connecting minority communities program.

References:

https://www.fcc.gov/acp

https://communicationsdaily.com/article/view?search_id=853996&id=1940601

https://communicationsdaily.com/reference/2404100075?BC=bc_66205df7037e5

https://www.lexology.com/library/detail.aspx?g=aabc18cb-3e53-4085-bda8-42a894e71a08

WSJ: China’s Telecom Carriers to Phase Out Foreign Chips; Intel & AMD will lose out

China’s largest telecom firms were ordered earlier this year to phase out foreign computer chips from their networks by 2027. That news confirms and expands on reports from recent months.  It was reported in the Saturday print edition of the Wall Street Journal (WSJ). The move will hit U.S. semiconductor processor companies Intel and Advanced Micro Devices.  Asia Financial reported in late March that these retaliatory bans would cost the U.S. chip firms billions.

The deadline given by China’s Ministry of Industry and Information Technology (MIIT) aims to accelerate efforts by Beijing to halt the use of such core chips in its telecom infrastructure. The regulator ordered state-owned mobile operators to inspect their networks for the prevalence of non-Chinese semiconductors and draft timelines to replace them, the people said.

In the past, efforts to get the industry to wean itself off foreign semiconductors have been hindered by the lack of good domestically made chips. Chinese telecom carriers’ procurements show they are switching more to domestic alternatives, a move made possible in part because local chips’ quality has improved and their performance has become more stable, the people said.

Such an effort will hit Intel and AMD the hardest, they said. The two chip makers have in recent years provided the bulk of the core processors used in networking equipment in China and the world.

China’s MIIT, which oversees the regulation of the wireless, broadcasting and communication industries, didn’t respond to WSJ’s request for comment. China Mobile and China Telecom , the nation’s two biggest telecom carriers by revenue, also didn’t respond.

In March 2023, the Financial Times reported China is seeking to forbid the use of Intel and AMD chips, as well as Microsoft’s operating system, from government computers and servers in favor of local hardware and software.  The latest purchasing rules represent China’s most significant step yet to build up domestic substitutes for foreign technology and echo moves in the US as tensions increase between the two countries.  Among the 18 approved processors were chips from Huawei and state-backed group Phytium. Both are on Washington’s export blacklist. Chinese processor makers are using a mixture of chip architectures including Intel’s x86, Arm and homegrown ones, while operating systems are derived from open-source Linux software.

Beijing’s desire to wean China off American chips where there are homemade alternatives is the latest installment of a U.S.-China technology war that is splintering the global landscape for network equipment, semiconductors and the internet. American lawmakers have banned Chinese telecom equipment over national-security concerns and have restricted U.S. chip companies including AMD and Nvidia from selling their high-end artificial-intelligence chips to China.

Chinese authorities have been pushing for years to remove foreign suppliers from critical supply chains, seeking to source products from grains to semiconductors locally as national-security concerns rise. Similar orders requiring Chinese state-linked entities to shift their buying to local tech alternatives have resulted in U.S. software and hardware firms including Microsoft and Dell Technologies gradually losing their grip on the market, WSJ has reported.

China has also published procurement guidelines discouraging government agencies and state-owned companies from purchasing laptops and desktop computers containing Intel and AMD chips. Requirements released in March give the Chinese entities eight options for central processing units, or CPUs, they can choose from. AMD and Intel were listed as the last two options, behind six homegrown CPUs.

Computers with the Chinese chips installed are preapproved for state buyers. Those powered by Intel and AMD chips require a security evaluation with a government agency, which hasn’t certified any foreign CPUs to date. Making chips for PCs is a significant source of sales for the two companies.

China Mobile and China Telecom are also key customers of both chip makers in China, buying thousands of servers for their data centers in the country’s mushrooming cloud-computing market. These servers are also critical to telecommunications equipment working with base stations and storing mobile subscribers’ data, often viewed as the “brains” of the network.   Intel and AMD have the lion’s share of the overall global market for CPUs used in servers, according to data from industry researcher TrendForce. In 2024, Intel will likely hold 71% of the market, while AMD will have 23%, TrendForce estimates. The researcher doesn’t break out China data.

China’s localization policies could diminish Intel and AMD’s sales in the country, one of the most important markets for semiconductor firms. China is Intel’s largest market, accounting for 27% of the company’s revenue last year, Intel said in its latest annual report in January. The U.S. is its second-largest market. Its customers also include global electronics makers that manufacture in China.

In the report, Intel highlighted the geopolitical risk it faced from elevated U.S.-China tensions and China’s localization push. “We could face increased competition as a result of China’s programs to promote a domestic semiconductor industry and supply chains,” the report said.

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Separately, China is helping Russia undertake its biggest military expansion since Soviet times, ramping up sales of machine tools, microelectronics and other technology that Moscow is using to produce missiles, tanks, aircraft and other weaponry for its war against Ukraine, according to a U.S. assessment.
U.S. officials said that China provided more than 70% of the $900m in machine tools – probably used to build ballistic missiles – imported in the last quarter of 2023 by Russia. They also said that 90% of Russia’s microelectronics imports – used to produce missiles, tanks and aircraft – came from China last year.
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References:

https://www.wsj.com/tech/china-telecom-intel-amd-chips-99ae99a9 (paywall)

https://www.ft.com/content/7bf0f79b-dea7-49fa-8253-f678d5acd64a

https://www.wsj.com/business/deals/intel-scraps-tower-acquisition-after-china-fails-to-approve-deal-f59dd70f (paywall)

China Mobile & China Unicom increase revenues and profits in 2023, but will slash CAPEX in 2024

GSMA: China’s 5G market set to top 1 billion this year

MIIT: China’s Big 3 telcos add 24.82M 5G “package subscribers” in December 2023

China’s telecom industry business revenue at $218B or +6.9% YoY

 

IDC: Worldwide Smartphone Shipment +7.8% YoY; Samsung regains #1 position

According to preliminary data from the International Data Corporation (IDCWorldwide Quarterly Mobile Phone Tracker, global smartphone shipments increased 7.8% year over year to 289.4 million units in the first quarter of 2024 (1Q24). This marks the third consecutive quarter of smartphone shipment growth, a strong indicator that a recovery is well underway.

“As expected, smartphone recovery continues to move forward with market optimism slowly building among the top brands,” said Ryan Reith, group vice president with IDC’s Worldwide Mobility and Consumer Device Trackers. “While Apple managed to capture the top spot at the end of 2023, Samsung successfully reasserted itself as the leading smartphone provider in the first quarter. While IDC expects these two companies to maintain their hold on the high end of the market, the resurgence of Huawei in China, as well as notable gains from Xiaomi, Transsion, OPPO/OnePlus, and vivo will likely have both OEMs looking for areas to expand and diversify. As the recovery progresses, we’re likely to see the top companies gain share as the smaller brands struggle for positioning.”

“The smartphone market is emerging from the turbulence of the last two years both stronger and changed,” said Nabila Popal, research director with IDC’s Worldwide Tracker team. “Firstly, we continue to see growth in value and average selling prices (ASPs) as consumers opt for more expensive devices knowing they will hold onto their devices longer. Secondly, there is a shift in power among the Top 5 companies, which will likely continue as market players adjust their strategies in a post-recovery world. Xiaomi is coming back strong from the large declines experienced over the past two years and Transsion is becoming a stable presence in the Top 5 with aggressive growth in international markets. In contrast, while the Top 2 players both saw negative growth in the first quarter, it seems Samsung is in a stronger position overall than they were in recent quarters.”

Top 5 Companies, Worldwide Smartphone Shipments, Market Share, and Year-Over-Year Growth, Q1 2024 (Preliminary results, shipments in millions of units)
Company 1Q24 Shipments 1Q24 Market Share 1Q23 Shipments 1Q23 Market Share Year-Over-Year Change
1. Samsung 60.1 20.8% 60.5 22.5% -0.7%
2. Apple 50.1 17.3% 55.4 20.7% -9.6%
3. Xiaomi 40.8 14.1% 30.5 11.4% 33.8%
4.Transsion 28.5 9.9% 15.4 5.7% 84.9%
5. OPPO 25.2 8.7% 27.6 10.3% -8.5%
Others 84.7 29.3% 79.0 29.4% 7.2%
Total 289.4 100.0% 268.5 100.0% 7.8%
Source: IDC Quarterly Mobile Phone Tracker, April 15, 2024

Notes:

• Data are preliminary and subject to change.

  • Company shipments are branded device shipments and exclude OEM sales for all vendors.
  • The “Company” represents the current parent company (or holding company) for all brands owned and operated as a subsidiary.
  • Figures represent new shipments only and exclude refurbished units.

References:

https://www.idc.com/getdoc.jsp?containerId=prUS52032524

AST SpaceMobile: “5G” Connectivity from Space to Everyday Smartphones

Huawei reports 1% YoY revenue growth in 3Q-2023; smartphone sales increase in China

 

Swisscom (with Ericsson) to offer the world’s best and most sustainable mobile network

 Swisscom, the leading network operator in Switzerland, is planning to transform its wireless 3G/4G/5G network into a “smart network” by extending its partnership with Ericsson for another three years. Under the partnership, Ericsson will continue to supply the hardware and software for Swisscom, enabling it to enhance its customer experience and further develop the mobile network with a focus on sustainability.

The strategic partnership between Swisscom and Ericsson dates back to 2015 and has been underscored by a series of wins in mobile network tests from key trade magazines.

Swisscom is extending its strategic partnership with Ericsson for another three years, aiming to transform its network into a smart network. Through automation, the use of artificial intelligence (AI), and increased innovation, the network will be modernized to continue providing the best customer experience now and in the future.

Another important development stream is marked by continuous spectrum refarming to New Radio (NR), with which the service provider prepares its network for 5G Standalone deployment with the possibility of launching new services.

Ericsson has long provided Swisscom with its cloud based Network Functions Virtualization Infrastructure (NFVI) solution to support its telecom applications. With this new deal the service provider will now take on Ericsson’s Cloud Native Infrastructure solution (CNIS). For Swisscom, this means further enhancing the network’s well-established reliability and expanding the ability to host cloud-native telecom applications from Ericsson as well as from third-party providers. It will also help reduce overheads needed to manage the cloud platform and infrastructure, introduce further energy efficiencies, and optimize the total cost of ownership (TCO) overall. The deployment will bring together a close collection of telecom partner companies such as Extreme Networks and Dell Technologies, which contribute components, infrastructure and capabilities to the solution, all collaboratively engaged to ensure Swisscom and its subscribers enjoy the best possible network performance.

Image Credit: Ericsson

Gerd Niehage, CTIO Swisscom, explains, ” We’ve been working closely with Ericsson for over 10 years with a great amount of trust and success. We are now taking the next step in this long-standing strategic partnership as we endeavour to turn Switzerland’s best network into its smartest one. This will enable us to not only offer our customers the best customer experience, but also to place an even greater focus on sustainability and innovation.”

Daniel Leimbach, Head of Customer Unit Western Europe at Ericsson, adds, “In this innovative partnership, Swisscom’s characteristically Swiss pursuit of perfection meets the global technology leadership from Sweden’s Ericsson. Our common goal is to raise the bar even higher and continue to develop Switzerland’s best network into its smartest one. We have already set important benchmarks for the global development of the telecommunications market from within Switzerland in recent years.”

The far-reaching agreement, with a special focus on innovation, performance, and energy efficiency will see the introduction of Ericsson’s lightweight dual-band Radio 4490 as well as the company’s next-generation RAN processor from Ericsson’s RAN Compute portfolio, designed to serve all technologies from a single box and supporting real-time AI processing.

The agreement also includes deployment of Ericsson’s Massive MIMO portfolio across multiple sites as a part of the continued effort to expand coverage. It also will bring network improvements from the introduction of Ericsson’s Cloud Native Infrastructure Solution (CNIS) to support telecom applications across the business, and which enables software upgrades during operation and is also highly energy-efficient. Ericsson’s Intelligent Automation Platform (EIAP) and it’s open rApp (automation applications) ecosystem will also be introduced, offering the Swisscom network access to a wide range of new and innovative applications from Ericsson and other ecosystem members which will bring access to a host of new capabilities to create and maintain world-beating services. Here too, the focus is on performance and efficiency.

Swisscom aims to offer its customers the best and most sustainable network, so the new focus of the strategic partnership is to make the Swisscom network one of the most efficient mobile networks in the world.

Swisscom’s network is already fully powered by renewable energy, and the partners have taken a step further with the launch of an Energy Sustainability Programme (UK spelling) to intelligently reduce the energy consumption of mobile communications systems.

To maximize the partnership, Ericsson and Swisscom employees collaborate in mixed teams to drive innovations and projects forward for the continuous development of the mobile network. This close cooperation offers both companies opportunities to expand their competitive position and customer centricity. With the best network in Switzerland, Swisscom aims to strengthen the competitiveness of the Swiss economy and drive the country’s digital transformation.

References:

https://www.ericsson.com/en/press-releases/3/2024/swisscom-and-ericsson-together-turning-switzerlands-best-network-into-its-smartest-one

https://www.ericsson.com/en/news/2024/4/swisscom-selects-ericsson-to-future-proof-mobile-network

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Analysis: FCC attempt to restore Net Neutrality & U.S. standards for broadband reliability, security, and consumer protection

FCC Chairwoman Rosenworcel announced the tentative agenda for the April 2024 Open Meeting scheduled for 10:30 am EDT on Thursday, April 25, 2024. As part of the agenda, the Commission will consider a draft Declaratory Ruling, Order, Report and Order, and Order on Reconsideration (Order) that would restore Net Neutrality [1.] and bring back a national standard for broadband reliability, security, and consumer protection.

Note 1.  Net neutrality is a concept that internet service providers (ISPs) should treat all data on the internet equally. This means that ISPs should not block, slow down, or charge more money for access to certain websites or services. Net neutrality is important because it helps to ensure that everyone has equal access to the internet.

In 2017, the FCC repealed the net neutrality rules that had been in place since 2015. This decision was controversial, and many people believe that it will harm consumers and businesses. There are currently efforts underway to restore net neutrality rules.
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If the FCC order is approved, the Chairwoman’s proposal would ensure that broadband services are treated as an essential resource deserving of FCC oversight under Title II authority [2].

Note 2.  U.S. carriers providing “telecommunications services,” are regulated under Title II. of the 1934 U.S. Communications Act.

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Rosenworcel confirmed the planned commission vote in an interview with Reuters.
“The pandemic made clear that broadband is an essential service, that every one of us – no matter who we are or where we live – needs it to have a fair shot at success in the digital age,” she said.  “An essential service requires oversight and in this case we are just putting back in place the rules that have already been court-approved that ensures that broadband access is fast, open and fair.”
Rosenworcel has said the reclassification would give the FCC important new national security tools. The agency said in its initial proposal that rules could give it “more robust authority to require more entities to remove and replace” equipment and services from Chinese companies like Huawei and ZTE.

What the Declaratory Ruling and Order Would Do:

 Classify broadband Internet access service as a telecommunications service and classify mobile broadband Internet access service as a commercial mobile service.

 Find that reclassification would provide the Commission with additional authority to safeguard national security, advance public safety, protect consumers, and facilitate broadband deployment.

 Find that classification of broadband Internet access service as a telecommunications service represents the best reading of the text of the Act, and that such reclassification accords with Commission and court precedent and is fully justified under the Commission’s long standing authority to classify services subject to its jurisdiction.

 Establish broad, tailored forbearance—including no rate regulation, no tariffing, no unbundling of last-mile facilities, and no cost accounting rules—in the FCC’s application of Title II to broadband Internet access service providers (ISPs).

What the Report and Order Would Do:

 Reinstate straightforward, clear rules that prohibit blocking, throttling, or engaging in paid or affiliated prioritization arrangements, and adopt certain enhancements to the transparency rule.

 Reinstate a general conduct standard that prohibits unreasonable interference or unreasonable disadvantage to consumers or edge providers.

 Make clear that the Commission will employ a case-by-case review under sections 201 and 202 to ensure that Internet traffic exchange practices do not harm the open Internet.

 Establish a multi-faceted enforcement framework comprised of advisory opinions, enforcement advisories, Commission-initiated investigations, and informal and formal complaints.

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Legal Opinions on FCC net neutrality draft order:

Legal experts and FCC watchers say the net neutrality draft order on the FCC’s April 25th  open meeting agenda will face legal arguments similar to what the 2015 net neutrality order did, with many of the same parties involved.

An appeal of the FCC order is likely and probably would land before the U.S. Court of Appeals for the D.C. Circuit, legal experts and net neutrality watchers say. Such an appeal also would feature many of the same appellants and FCC supporters say.  That appeals court dealt with the 2015 order and its subsequent repeal, telecom and tech lawyer Marc Martin of Perkins Coie said. Most of the same parties that fought in 2015 “are going to want to fight it again.”Any appeal will largely resemble the appeal of 2015’s order, said Cato Institute research fellow Brent Skorup. Major questions, Chevron deference and the First Amendment will likely be the primary legal issues, he said.The First Amendment played a large role in litigation the last time, and the FCC in the order detailed why it thinks the rules satisfy First Amendment scrutiny, he noted. Several parties might dispute in an appeal some of the FCC grounds in the order, said Stephanie Joyce, Computer & Communications Industry Association chief of staff.In the draft order, the agency tries to preempt First Amendment arguments against it. The FCC draft says the proposed general conduct standard doesn’t burden any of the 1A rights of broadband internet access service (BIAS) providers, which “are conduits, not speakers.” “When broadband providers deliver content that has been requested by their customers, they are no different from telephone companies or package delivery services like FedEx, which have never been thought to be engaging in their own expressive activity when merely carrying the messages of others,” it said.Many court watchers expect the conservative supermajority to rewrite the rules on agency deference in the same way they have overturned established precedents in recent years. Recent Supreme Court decisions have embraced its own “major questions doctrine,” holding that when an administrative agency decides an issue of major economic or political significance, a broad delegation from Congress is no longer enough.

Starting with a briefing for reporters the day before the draft order was released, the FCC argued the proposed rules would survive legal challenge. Net neutrality rules are “wildly popular,” Chairwoman Jessica Rosenworcel said in California last week, adding the draft rules are “court approved.” Rosenworcel said, “I want to make sure that they are again the law of the land.”

Major Questions:

The proposed order is “legally vulnerable,” Free State Foundation President Randolph May told Commissioner Brendan Carraccording to a filing Friday in docket 23-320. May said it was “extraordinary … for an agency to propose burdensome restrictive major regulatory mandates without any meaningful evidence of any present harm to consumers or competition.”

Daniel Deacon, assistant professor at the University of Michigan Law School, pointed to Justice Brett Kavanaugh’s dissent as a D.C. circuit judge in the 2017 en banc affirmation of the 2015 net neutrality rules. Kavanaugh argued that imposing net neutrality rules via Title II represents a “major” policy that requires clear congressional authorization under the major questions doctrine, and that such authorization was lacking, Deacon said: SCOTUS “could reach that conclusion regardless of what they end up doing in Loper Bright and Relentless.”

The commission tries to head off major questions arguments in the draft order. “We do not think the major-questions doctrine properly comes into play in this context at all,” it said. “We are simply following the best reading of the Communications Act, as demonstrated by the statute’s plain text, structure, and historical context: there is no call for deference to an interpretation that is not the statute’s most natural reading.”

The rules won’t “have the extraordinary economic and political effect required to implicate the major-questions doctrine,” according to the draft order.

While the rules “will have substantial benefits for the American public … not every regulatory action that has substantial effects is so momentous as to trigger the major-questions doctrine. The Internet will continue to sustain its enormous economic and social value under our actions today, just as it did under the 2015 Order.”

The pending net neutrality order “is the antithesis of the Supreme Court’s major-questions cases,” the FCC said. “There is nothing novel about the Commission’s exercise of its classification power here,” as the agency has exercised it numerous times, it said. “Regulating communications services and determining the proper regulatory classification of broadband falls squarely within the Federal Communications Commission’s wheelhouse,” the commission said.

Cato’s Skorup disagreed. The agency sees national security implications in net neutrality and finds that it’s important for free speech, “telegraphing they believe” it’s a major question, he said.

It’s unclear how the Supreme Court seemingly heading toward some change to its Chevron doctrine would play out in the inevitable appeal of the FCC’s order. The net neutrality issue isn’t about the FCC having superior insight into the nature of broadband but is a political question about oversight, said Douglas Holtz-Eakin, American Action Forum president. By the time a net neutrality case comes before the D.C. Circuit, there would likely be a SCOTUS ruling affecting Chevron, and the appellate court would have to be guided by it, he said.

CCIA’s Joyce said that even if SCOTUS rejects Chevron, that doesn’t apply to net neutrality, since it doesn’t involve a brand new and novel FCC action. “How can you possibly say that about whether broadband is a Title II service?” she asked. “This stuff is old.”

Some see a net neutrality legal fight charting new territory. The draft order is broader than 2015’s, with issues of national security and broadband contributing to Universal Service Fund (USF), so there are several different issues than were involved in the past, said Holtz-Eakin.

While it seems likely that SCOTUS will curtail or reject the Chevron doctrine sometime this summer, that isn’t going to deter the FCC, Skorup said. But it could change how the D.C. Circuit — which upheld the 2015 net neutrality order — approaches things, he said. Given SCOTUS reversals of the D.C. Circuit on federal agency deference issues, such as 2021’s Alabama Association of Realtors decision, “I would hope the D.C. Circuit would get the message … that it needs to apply more scrutiny than it is giving agencies currently,” he said.

The net neutrality rule will undoubtedly be characterized by the reviewing court as a major question because it is an issue of ‘vast economic and political significance,’” emailed Thomas McGarity, University of Texas’ Lozano Long Professor in Administrative Law. “That being the case, Chevron will be inapplicable,” he said: “The court will only ask whether Congress has clearly authorized the agency to promulgate the rule. The clarity of the authorization will be the primary issue on appeal.”

Other lawyers said it’s not preordained that the order will be overturned.

“It’s important to remember that the only reason why broadband is an ‘information service’ is because of Chevron deference,” said Public Knowledge Senior Vice President Harold Feld. The 9th U.S. Circuit Court of Appeals in 2003 ruled that cable modem service was a telecom service, he said. SCOTUS’ 2005 Brand X decision, then “reversed the 9th Circuit on the grounds of Chevron deference. In 2019, the 2017 order rolling back the 2015 net neutrality rules survived a challenge at the D.C. circuit only because of precedent,” Feld said.

Two of the judges, Patricia Millett and Robert Wilkins, indicated they would have found the rollback order “arbitrary … but for Chevron and Brand X.  One cannot help what activist judges will do,” but if the pending order is returned to the D.C. Circuit, “I would expect it to be affirmed,” Feld added.

The Supreme Court held in Brand X that the FCC has the discretion to decide how to classify broadband, emailed Benton Institute for Broadband & Society Senior Counselor Andrew Schwartzman.

“If, as is likely, the Chevron, and Brand X precedents will be modified to some degree this spring, and depending on what the Court says, the matter might then have to be resolved by analysis of the text,” he said.

Perkins Coie’s Martin said it’s likely the D.C. Circuit could affirm the FCC’s action again, as there’s consistent precedent that agency action on the matter is OK. However, if SCOTUS overturns Chevron, the appellate court may feel compelled to come out differently, he said. And if the D.C. Circuit overturns the FCC, SCOTUS could very well deny any subsequent cert petition by the agency, he said.  Schwartzman questioned whether SCOTUS will ultimately hear the case. The court is “loath to overrule precedent unless absolutely necessary,” he said.

CTIA discussed concerns about how non-broadband internet access services are treated under the draft net neutrality order circulated by Chairwoman Jessica Rosenworcel. In meetings with staff for all five commissioners, CTIA asked the FCC to remove warnings not present in the 2015 order. Non-BIAS services, and network slicing, have emerged as major issues. The draft “favorably references non-BIAS use cases that ‘cannot be met over the Open Internet,’ but any suggestion that an offering that can function to some extent over BIAS must be offered over BIAS would be a dramatic shift from the 2015 framework,” said a filing posted Wednesday in docket 23-320. The draft also says the commission “will closely monitor any services that have a negative effect on the performance of BIAS in any given moment or the capacity available for BIAS over time” and that the commission “will be watchful of services that do not require isolated capacity.

CTIA said, “The 2015 Order did not set forth any of these rigid warnings, and for good reason. The net effect of such guidance could restrict the offering of non-BIAS services. Customers would lose out on choice and innovation, and networks would operate less efficiently.”

References:

https://www.fcc.gov/consumer-governmental-affairs/fcc-april-25-open-meeting-consider-restoring-net-neutrality

Link to the Draft Declaratory Ruling, Order, Report and Order, and Order on Reconsideration: https://docs.fcc.gov/public/attachments/DOC-401676A1.pdf

Link to the April 25, 2024 Meeting webpage: https://www.fcc.gov/april-2024-open-commission-meeting

https://www.fcc.gov/document/promoting-fast-open-and-fair-internet

https://www.reuters.com/technology/fcc-vote-restore-net-neutrality-rules-reversing-trump-2024-04-02/

FCC Draft Net Neutrality Order reclassifies broadband access; leaves 5G network slicing unresolved

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https://communicationsdaily.com/article/view?search_id=851581&id=1935719

 

 

 

 

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