Search Results for: China 5G
Nokia cuts sales forecast as mobile sales drop 25%
Yesterday, Nokia cut its full-year sales forecast as the telecom market remains uncertain with network operators continuing to cut spending (CAPEX) in new network equipment, especially for the disappointing 5G (which is actually 4G with a 5GNR for 5G NSA which are by far the majority of 5G network deployments). Nokia, like its Swedish rival Ericsson,… Read more
Analysts: Telco CAPEX crash looks to continue: mobile core network, RAN, and optical all expected to decline
Dell’Oro has just cut its outlook for mobile core spending for the fifth consecutive time. Not a single operator has adopted 5G SA this year. “It bears repeating, this is the fifth consecutive time we have reduced the growth rate of the MCN market as the build-out of 5G SA networks continue to wane compared to… Read more
Chinese engineers field test a “6G” network with semantic communications on 4G infrastructure
According to the Xinhua news agency, Chinese telecom engineers have established the world’s first field test network for 6G communication and intelligent integration. That’s before 6G is even defined let alone specified by ITU-R WP5D or 3GPP Release 21. The experimental network has demonstrated that semantic communication [1.] can reach the transmission capabilities of 6G on… Read more
Telecom and AI Status in the EU
By Afnan Khan with Ajay Lotan Thakur Introduction In the eerie silence of deserted streets and amidst the anxious hum of masked conversations, the world found itself gripped by the rapid proliferation of COVID-19. Soon labelled a global pandemic due to the havoc wreaked by soaring death tolls, it brought unprecedented disruption and accelerated the… Read more
Post COVID Telco AI Blueprint for the UK
By Afnan Khan with Ajay Lotan Thakur Introduction In the eerie silence of deserted streets and amidst the anxious hum of masked conversations, the world found itself gripped by the rapid proliferation of COVID-19. Soon labelled a global pandemic due to the havoc wreaked by soaring death tolls, it brought unprecedented disruption and accelerated the… Read more
Vodafone: GenAI overhyped, will spend $151M to enhance its chatbot with AI
GenAI is probably the most “overhyped” technology for many years in the telecom industry, said Vodafone Group’s chief technology officer (CTO) Scott Petty at a press briefing this week. “Hopefully, we are reaching the peak of those inflated expectations, because we are about to drop into a trough of disillusionment,” he said. “This industry is… Read more
Nokia to acquire Infinera for $2.3 billion, boosting optical network division size by 75%
Nokia has agreed to buy optical networking equipment vendor Infinera in a deal worth $2.3 billion. 70% of the sum will be paid in cash, the remaining 30% in Nokia shares. Nokia said it will accelerate its share buyback program to offset the dilution. The acquisition will grow the size of its Optical Networks division… Read more
Analysys Mason’s gloomy CAPEX forecast: “there will not be a cyclical recovery”
Telco capex declined worldwide in 2023, and predictions in end-of-financial year results indicate further declines this year. Analysys Mason warns that a “long decline” in capital expenditure has now started. “There will not be a cyclical recovery,” says one subhead (see below). Analysys Mason crunched a lot of numbers to arrive at this conclusion, processing… Read more
ZTE reports higher earnings & revenue in 1Q-2024; wins 2023 climate leadership award
China’s ZTE reported 3.7% higher Q1-2024 earnings of 2.7 billion Chinese yuan (US$380 million), with sales up 5% to RMB30.6 billion ($4.2 billion). With decreased CAPEX from China’s network operators, ZTE accelerated its transition from full connectivity to “connectivity + computing power” ino order to expand its addressable market. Internationally, ZTE said it “continued to… Read more
IDC: Worldwide Smartphone Shipment +7.8% YoY; Samsung regains #1 position
According to preliminary data from the International Data Corporation (IDC) Worldwide 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… Read more