Search Results for: China 5G
Bain & Co, McKinsey & Co, AWS suggest how telcos can use and adapt Generative AI
Generative Artificial Intelligence (AI) uncertainty is especially challenging for the telecommunications industry which has a history of very slow adaptation to change and thus faces lots of pressure to adopt generative AI in their services and infrastructure. Indeed, Deutsche Telekom stated that AI poses massive challenges for telecom industry in this IEEE Techblog post. Consulting… Read more
Dell’Oro: RAN Market to Decline 1% CAGR; Mobile Core Network growth reduced to 1% CAGR
According to a newly published forecast report by Dell’Oro Group,the Radio Access Network (RAN) market is done expanding for now. Following the 40% to 50% ascent between 2017 and 2021, RAN revenues flattened out in 2022 and these trends extended to 1Q 2023. “Even if it is early days in the broader 5G journey, the… Read more
Draft new ITU-R recommendation (not yet approved): M.[IMT.FRAMEWORK FOR 2030 AND BEYOND]
Introduction: At its 44th meeting in June 2023, ITU-R WP 5D finalized development of a draft new Recommendation ITU-R M.[IMT.FRAMEWORK FOR 2030 AND BEYOND] on “Framework and overall objectives of the future development of IMT for 2030 and beyond.” This draft recommendation is expected to be approved by year end 2023. With the evolution of information… Read more
MTN Consulting: Top Telco Network Infrastructure (equipment) vendors + revenue growth changes favor cloud service providers
MTN Consulting reports [1.] that the top three Telco Network Infrastructure (NI) equipment vendors continue to be Huawei, Ericsson, and Nokia. They account for 37.4% of the total market in annualized 1Q23, or 34.8% in 1Q23 alone. While the trio has captured >40% share of the market for most of 2016-22, Huawei’s share has fallen… Read more
LightCounting: Will Network Transformation resolve telecom’s paradox?
Christel Heydemann, the CEO of Orange, used her MWC ’23 keynote to highlight the paradox of the telecom market: telecom is a critical enabler of our digital future, yet a 2022 PwC report stated that nearly half (46%) of the global telecom CEOs surveyed thought their companies won’t survive another decade (the average figure for… Read more
Nikkei Asia: Huawei demands royalties from Japanese companies
Huawei Technologies is seeking patent licensing fees from roughly 30 small to midsize Japanese companies for the use of patented technology, Nikkei Asia has learned. That indicates the sanctions-hit Chinese telecommunication giant’s growing reliance on such revenue. A source at Huawei’s Japan unit revealed that “talks are currently underway with about 30 Japanese telecom-related companies.” The telecom… Read more
Huawei forecast to increase mobile phone shipments despite Android ban
According to the China media outlet STN, Huawei has raised its mobile phone shipment target for 2023 to 40 million units. Huawei had set this target at 30 million units at the beginning of the year. In this regard, a relevant person from Huawei told the “Securities Daily” reporter that this adjustment is a normal… Read more
Deutsche Telekom exec: AI poses massive challenges for telecom industry
Deutsche Telekom’s VP of technology strategy, Ahmed Hafez, co-hosted the DSP Leaders World Forum 2023 session entitled “Creating a framework for the AI-native telco” this week in the UK. He said that AI will deliver the telecom sector its biggest ever challenges and opportunities, but to take advantage of the benefits that AI will bring… Read more
LightCounting: Wireless infrastructure market dropped both YoY and sequentially in 1Q23
In the 1stQ2023, the global wireless infrastructure market declined 3% YoY and 17% sequentially, according to LightCounting. Starting a new year with a sequential decline is typical but a YoY drop is abnormal and suggests a declining pattern is in the making. This trend confirms that we have entered the post-peak era. While the U.S…. Read more
AST SpaceMobile completes 1st ever LEO satellite voice call using AT&T spectrum and unmodified Samsung and Apple smartphones
Satellite communications firm AST SpaceMobile, with the help of AT&T, has announced the first two-way audio call using satellites with standard smartphones as the end points. The initial call was placed using AT&T’s cellular network in Midland, Texas, to mobile carrier Rakuten in Japan using AST SpaceMobile’s BlueWalker 3 satellite in Low Earth Orbit (LEO), a breakthrough… Read more