Search Results for: China 5G
Ericsson’s sales rose for the first time in 8 quarters; mobile networks need an AI boost
Ericsson today said sales in its key networks unit grew 4% in the 4th quarter as contract wins and network investments by some large customers contributed to a 70% jump in North America (NA) sales, but its cloud software and enterprise units both saw sales and earnings decline. Revenue in the NA region rebounded sharply… Read more
CES 2025: Intel announces edge compute processors with AI inferencing capabilities
At CES 2025 today, Intel unveiled the new Intel® Core™ Ultra (Series 2) processors, designed to revolutionize mobile computing for businesses, creators and enthusiast gamers. Intel said “the new processors feature cutting-edge AI enhancements, increased efficiency and performance improvements.” “Intel Core Ultra processors are setting new benchmarks for mobile AI and graphics, once again demonstrating… Read more
Highlights of GSA report on Private Mobile Network Market – 3Q2024
According to GSA, the private mobile network market (PMNM) continued to grow in 3Q2024, as the number of unique customer references for deployments reached 1,603. The market is being driven by sectors like manufacturing, education, and mining, which use these networks for enhanced data, security and mobility needs. On average, 71% of references included in… Read more
Google’s new quantum computer chip Willow infinitely outpaces the world’s fastest supercomputers
Overview: In a blog post on Monday, Google unveiled a new quantum computer chip called Willow, which demonstrates error correction and performance that paves the way to a useful, large-scale quantum computer. Willow has state-of-the-art performance across a number of metrics, enabling two major achievements. The first is that Willow can reduce errors exponentially as… Read more
Quantum Computers and Qubits: IDTechEx report; Alice & Bob whitepaper & roadmap
Introduction: In the last decade, the number of companies actively developing quantum computer hardware has quadrupled. Between 2022 and 2024 multiple funding rounds surpassing US$100 million have been closed, and the transition from lab-based toys to commercial product has begun. Competition is building in the quantum computing market, not only between different companies but between quantum… Read more
WSJ: T-Mobile hacked by cyber-espionage group linked to Chinese Intelligence agency
According to the Wall Street Journal, T-Mobile’s network was hacked in a damaging Chinese cyber-espionage operation that successfully gained entry into multiple U.S. and international telecommunications companies. Hackers linked to a Chinese intelligence agency were able to breach T-Mobile as part of monthslong campaign to spy on the cellphone communications of high-value intelligence targets. It… Read more
Telco spending on RAN infrastructure continues to decline as does mobile traffic growth
Telco spending on radio access network (RAN) infrastructure, which is the largest share of capex, has dropped sharply in the last couple of years. It fell 11% in 2023, to about $40 billion, according to Informa owned market research firm Omdia (see References below for Dell’Oro’s numbers). For 2024, Omdia predicts another decline of between… Read more
Huawei’s “FOUR NEW strategy” for carriers to be successful in AI era
At the 10th Ultra-Broadband Forum (UBBF 2024) in Istanbul, Turkey, James Chen, President of Huawei’s Carrier Business, delivered a speech entitled “Network+AI, Unleashing More Business Value.” “To explore the potential of AI, the ‘FOUR NEW’ strategy — new hub, new services, new experience, and new operation is crucial. It helps carriers to expand market boundaries,… Read more
Dell’Oro: Global telecom CAPEX declined 10% YoY in 1st half of 2024
According to a recent report by Dell’Oro Group, telecom operators are now scaling back their investments in 5G and fixed broadband technologies. Of course, that’s nothing new as telco CAPEX has been declining for quite some time (see References below). Preliminary Dell’Oro findings show that the more challenging conditions that shaped the second half of 2023… Read more
Dell’Oro: Abysmal revenue results continue: Ethernet Campus Switch and Worldwide Telecom Equipment + Telco Convergence Moves to Counter Cable Broadband
Dell’Oro Group recently reported that: 1. 2Q 2024 worldwide Ethernet Campus Switch revenues contracted year-over-year for the third quarter in a row. Ethernet campus switch sales hit an all-time high in 2Q 2023 and a year later, vendors are suffering in comparison. “We expect another year-over-year contraction in sales next quarter, in 3Q 2024,” said… Read more