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The great 5G trade-off: competition vs. viability
News Analysis | 1/17/2022

The latest is between New Zealand's 2degrees and Orcon, who aim to combine into a new company worth around $2.3B.

Why does 5G only pose a problem for US airplanes?
News Analysis | 1/17/2022

US worries about 5G having negative effects on aircraft safety systems don't seem to spread internationally, as other countries take a relaxed view.

TSMC massively ups capex on advanced chips
News Analysis | 1/14/2022

Taiwanese semiconductor firm looks to capture future growth in 5G and high-performance computing with a planned capex splurge of between $40 billion and $44 billion during 2022.

Huawei builds out chip portfolio with dozens of investments
News Analysis | 1/14/2022

The Chinese equipment vendor is investing in dozens of companies across various parts of the semiconductor supply chain.

Asian operators plunge into chip market
News Analysis | 1/13/2022

Led by Korea's SKT and KT, this is seen as a strategic move that will lift growth and innovation.

India probes finances of Chinese device makers
News Analysis | 1/12/2022

Authorities are reportedly investigating whether companies such as Xiaomi and Oppo evaded duties and abused their market position.

Spectrum-starved Rakuten will be loss-making until 2026 – analysts
News Analysis | 1/11/2022

The Japanese operator is hobbled by its lack of 4G airwaves, costly roaming deal with KDDI and 5G lag, but its cost arguments stack up, according to the latest research.

China rails at foreign 6G partnerships
News Analysis | 1/11/2022

Authorities in China have denounced a US 'clique' as battle lines form over the next generation of mobile technology.

India becomes biggest shareholder in Vodafone Idea
News Analysis | 1/11/2022

The government is now the largest single shareholder in the ailing telco after it chose to convert outstanding regulatory charges into equity.

Huawei takes the wheel in auto partnership after first car flops
News Analysis | 1/10/2022

The Chinese vendor's excursion into the car business is not going as planned, according to industry reports.

Samsung chip shop is cooking on gas, but it probably won't last
News Analysis | 1/7/2022

The South Korean firm is guiding for a surge in fourth-quarter profits as chip demand outweighs supply.

European telco VC arms have shown minimal interest in open RAN
News Analysis | 1/6/2022

The region's telecom giants have been calling for investment in open RAN startups, but their own funding arms have done little to aid development.

China Mobile hits its target in tepid Shanghai IPO
News Analysis | 1/6/2022

China Mobile can claim its return to the Shanghai main board a success, achieving its initial 48.7 billion yuan ($7.6 billion) target.

What's ahead for Asia in 2022
News Analysis | 1/6/2022

Chips, human rights, 6G: What's ahead for Asia this year?

Telecom in 2030: Openness with no guarantee of diversity
Morris Lore | 1/5/2022

Open interfaces will be baked into future generations of mobile technology, but that does not mean the market will be more competitive.

India’s Airtel withdraws corporate restructuring plan
News Analysis | 1/5/2022

The board of India's second-largest service provider believes its existing structure will best leverage telecom reforms announced by the government in September 2021.

Taiwan Mobile chief calls for speedy approval of merger
News Analysis | 1/4/2022

Taiwan Mobile boss Jamie Lin has called on regulators to expedite approval of its merger with smaller operator Taiwan Star.

Huawei 2021 sales decimated by US sanctions
News Analysis | 1/4/2022

Chinese vendor reports a 30% drop in revenues as the US campaign finally catches up with it.

2021: The year Indian telcos got their wishlist
News Analysis | 12/31/2021

It hardly ever happens that the industry gets so many of the items on its wishlist granted by the government in one go – but 2021 turned out nice.

Asia's 2021: Chip shortages, more trade wars and modest 5G gains
News Analysis | 12/29/2021

It was a year dominated by chip supply woes and the deepening US-China trade war. Also, 5G gained lots of ground but showed few signs of returns.

5G, capex increase, satellite likely to dominate in India in 2022
News Analysis | 12/29/2021

2022 is likely to be about the impact of two major happenings of 2021: telecom reforms and the tariff hike announced by all major telcos.

China Mobile gets green light for blockbuster $9B Shanghai IPO
News Analysis | 12/23/2021

China Mobile is moving quickly to IPO after approval from the securities regulator, paving the way for one of the telecom industry's biggest-ever floats.

India wants to do 6G
News Analysis | 12/23/2021

The last few days have seen senior Indian government officials, including the telecom minister, mention 6G on more than one occasion.

ZTE's device business poised to fire up growth
News Analysis | 12/21/2021

ZTE's device business could be the fire that lights up its rebound. The consumer unit grew by 67% in the first half to 12.4 billion yuan (US$1.95 billion).

5G might be costly but competition settings still matter
News Analysis | 12/21/2021

5G is a big lift, especially for developing countries, needing a denser mix of basestations than 4G, multiple spectrum bands and a much higher power load.

After a turbulent 2021 Vodafone Idea faces uncertain 2022
News Analysis | 12/21/2021

It's been a turbulent year for India's third-largest telco, Vodafone Idea, as it fought for survival – but new measures and a tariff hike have helped.

Huawei staff installed malicious code on Aust. network – report
News Analysis | 12/20/2021

Huawei installed malicious code in Australia's Optus telco network that recorded all communications and transmitted it to China, according to Bloomberg.

India's 5Gi to be included in 3GPP global standards – report
News Analysis | 12/20/2021

India’s homegrown 5Gi standard is likely to be included in release 17 of the international 3GPP 5G standards.

5G more than holds its own against Wi-Fi in Singapore – report
News Analysis | 12/20/2021

Opensignal finds 5G is nearly 50% faster than Wi-Fi in the island and provides users with the same multiplayer mobile games experience.

China Telecom cloud unit takes on new investors in $628M revamp
News Analysis | 12/17/2021

Cloud subsidiary Tianyi gains four state-backed investors, boosting capital base and making it the preferred secure cloud partner for military and government.

Malaysian telcos call for second 5G network - report
News Analysis | 12/17/2021

Reports indicate that Telekom Malaysia and YTL Communications are first to provide 5G access in three cities covered by the SWN.

US, Japan to fund 5G networks in Pacific
News Analysis | 12/17/2021

The Pacific island states are coming into focus as one of the key battle zones in the US-China tech war.

Intel's data center crown is slipping fast
News Analysis | 12/17/2021

The chipmaker's share of the market for data center servers has fallen dramatically in the last few years, according to the latest Omdia data.

India clears $10B incentives to lure chip makers
News Analysis | 12/16/2021

The Programme for Development of Semiconductors and Display Manufacturing Ecosystem is aiming for two fabs for displays and ten units for components.

NEC is out to crash the Ericsson, Huawei and Nokia 5G party
News Analysis | 12/15/2021

The Japanese firm is determined to serve one fifth of all open RAN business by 2030 and establish itself as a new 5G force.

Cloud burst: How the EU's Gaia-X project went awry
News Analysis | 12/15/2021

The EU's cloud project could still become a world standards setter, but is for now stalled by fights over data sovereignty.

Telstra wades into electricity retail battle
News Analysis | 12/10/2021

The Australian operator is diversifying beyond telecom into the hotly contested energy market.

Ciena is simply having a wonderful Christmas time
News Analysis | 12/10/2021

CEO Gary Smith has come bearing some nice stocking fillers for shareholders and the outlook for next year is rosy.

Orange warns of rising cyberattacks on mobile devices
News Analysis | 12/9/2021

Security Navigator picks up some worrying trends, with a 13% increase in cyberattacks overall.

Australian govt. raises $1.5B in latest bout of Asia 5G auctions
News Analysis | 12/9/2021

The Australian sale comes shortly after Singapore and Hong Kong auctioned spectrum for the new-generation mobile technology.

UK security agency joins O-RAN Alliance
News Analysis | 12/9/2021

Involvement in the group behind open RAN specifications comes after Germany raised security concerns about the new technology.

The UK government is losing its open RAN faith
Morris Lore | 12/8/2021

Boris Johnson's interventionist government backs away from issuing open RAN mandates after realizing the technology is far from ready.

Four reasons why global sat players don't fear the LEO wave
News Analysis | 12/8/2021

Believe it or not, the legacy satellite sector doesn't think it's roadkill – orbitkill? – in the brave new world of Musk and Bezos.

India's BSNL to launch pan-India 4G in 2022
News Analysis | 12/8/2021

State-owned BNSL likely to finally roll out pan-India 4G services by September 2022, targeting revenue of INR9 billion (U$119.5 million).

VEON boss: 'We are going to be the hypergrowth telco'
News Analysis | 12/7/2021

CEO Kaan Terziolu explains how the emerging-markets player will achieve its bullish financial targets.

Newly funded Cohere eyes huge prize in beamforming battle
News Analysis | 12/7/2021

If the company's technology lives up to its promise in a commercial setting, Cohere will be hard to resist or ignore.

China Unicom targets sale of 150M devices in 2022
News Analysis | 12/7/2021

China Unicom has unveiled its plans for 2022, which involve selling 150 million devices and pursuing a new strategy that focuses on the digital economy.

The 5G challenge: Which verticals to leave out
News Analysis | 12/3/2021

AWS's entry into 5G through its Dish partnership could be the shot in the arm enterprise 5G needs.

China Telecom loses last-chance saloon US court bid
News Analysis | 12/3/2021

China Telecom loses its court bid for a stay of execution for its US business, while Didi Global delists from the NYSE just six months after its IPO.

Indian regulator issues consultation paper on 5G spectrum reserve price
News Analysis | 12/3/2021

Apart from spectrum pricing, the paper seeks comment on other areas, including valuation methodologies, service rollout obligations and payment terms.

Picocom throws hat into open RAN silicon ring
News Analysis | 12/2/2021

Noting the unsuitability of x86 processors, the China-backed chips developer launches its small cells product.

NTT DoCoMo, not Rakuten, may be the open RAN leader
News Analysis | 12/2/2021

Japan's biggest operator says its 10,000 5G basestations use open RAN specifications and is targeting 20,000 by March.

China Mobile, Huawei's top customer, seeks open RAN diversity
News Analysis | 12/1/2021

A head scientist at the world's biggest operator says open RAN is 'not a matter of if, but when.'

NEC takes real-time video analytics to the edge
News Analysis | 12/1/2021

Japan's NEC said it's on the cusp of launching 'gradual deep learning-based object detection technology' to aid real-time video analytics.

India advises people not to subscribe to Starlink
News Analysis | 11/30/2021

Government authorities say the company owned by Elon Musk has not acquired the necessary licenses.

5G fixed wireless: How far can it go?
News Analysis | 11/30/2021

The latest studies continue to insist on the attractiveness of the service despite unimpressive adoption so far.

New Ericsson report hikes forecasts for 5G subscribers
News Analysis | 11/30/2021

Even Ericsson has been surprised by the rapid growth in 5G despite the pandemic and component supply problems.

US years ahead in LEO broadband, but 6G battle looms
News Analysis | 11/29/2021

China appears to be years behind in satellite technology as the US continues to launch new constellations.

Dangerous liaisons for HPE in China
News Analysis | 11/29/2021

The IT company's Chinese joint venture has become one of the latest additions to the notorious Entity List.

Wrong number! India's Jio denies bidding for the UK's BT
News Analysis | 11/29/2021

The owner of India's largest telco has been linked with a possible takeover of the UK phone incumbent.

India panel urges social media crackdown – reports
News Analysis | 11/29/2021

Pressure is mounting on Facebook and Twitter, with local authorities saying they should be held accountable for user content on their platforms.

The US-China tech war is only getting started
News Analysis | 11/29/2021

More Chinese companies have been added to the US trade blacklist as China pushes 'indigenous innovation.'

RAN momentum checked by supply chain squeezes – Dell'Oro
News Analysis | 11/25/2021

Analyst firm expects 2022 RAN spend to grow only 3% year-on-year, after two years of double-digit increases.

Behind China's huge 5G numbers: Fast rollout and low prices
News Analysis | 11/25/2021

China's 5G rollout remains a story of government-mandated deployment and rock-bottom fees.

Reliance Jio lost 19M users in September
News Analysis | 11/25/2021

The Indian telco giant's customer base is shrinking as rural subscribers and customers treating it as a second SIM quit service.

Fab news with new $17B Texas Samsung chip plant
News Analysis | 11/24/2021

With a new fab to open in late 2024, Samsung takes its total US investment to $47 billion, and pockets generous subsidies after a fierce bidding war.

Nokia caught in telco schism over open RAN
Morris Lore | 11/24/2021

The Finnish equipment vendor rejects the charge its software works only with its own hardware and finds an ally in BT.

Doom for Zoom boom, as CEO looks to enterprises
News Analysis | 11/23/2021

Zoom beat expectations but still saw its slowest growth since 2018.

Xiaomi profits collapse as fortunes reverse
News Analysis | 11/23/2021

The Chinese smartphone maker faces a components crunch, domestic competition and souring technology investments.

EU slaps anti-dumping tariffs on China optical cable firms
News Analysis | 11/22/2021

The European Commission has finally made a judgement against Chinese vendors for anti-competitive behavior.

India's Airtel hikes prepaid tariffs by 25%
News Analysis | 11/22/2021

In a widely anticipated move, India's second-largest service provider, Bharti Airtel, has announced it is raising prepaid tariffs for all plans by 20-25%.

Telenor eyes a tie-up to make biggest Thai carrier
News Analysis | 11/19/2021

On the heels of a similar deal in Malaysia, Telenor eyes knocking together Thailand's second and third place operators to make a new behemoth.

Alibaba Cloud returns to black as group profit sinks
News Analysis | 11/19/2021

Another torrid quarter for China's Alibaba as earnings plummet amid a slowdown in consumer demand – although its cloud division is on the up and up.

India to use USOF to provide 4G coverage in 7k+ villages
News Analysis | 11/18/2021

The Indian government approved the use of the Universal Service Obligation Fund (USOF) to provide 4G connectivity in 7,287 villages at the cost of around INR64.66 billion ($872 million).

Europe's $200B telcos are still pleading for open RAN handouts
Morris Lore | 11/18/2021

Policymakers appear to have ignored the earlier call for open RAN support and they would be wise to reject the latest.

China telecom operators join the metaverse race
News Analysis | 11/17/2021

China is in the grip of metaverse fever, with hundreds of new businesses being formed and regulators stepping in to combat soaring stock prices.

Open RAN cranked up the hype with RIC, a renamed, real-time SON
News Analysis | 11/17/2021

A feature of open RAN is the ability to manage networks through real-time automation, but its value is questionable.

Huawei looks at licensing to get around US bans
News Analysis | 11/16/2021

As DC cracks down further, Huawei looks at licensing smartphone designs to Xnova and TD Tech, which may have better luck getting access to silicon.

Another key exec exits China chip leader SMIC
News Analysis | 11/15/2021

It's not getting any easier for China's chip champion SMIC following the loss of its second top executive in two months.

Omdia's Nicole McCormick: How to really sell 5G to consumers
LRTV Interviews | 11/15/2021

Omdia analyst Nicole McCormick joins the podcast this week to discuss her latest research on 5G pricing and what seems to be catching on with consumers.

Malaysia national 5G network: Harder than it looks
News Analysis | 11/12/2021

Malaysia's 5G saga rolls on: The single national network is attractive but brings a whole new set of problems; just ask anyone involved in Australia's NBN.

Rakuten remains a poor advert for open RAN
News Analysis | 11/11/2021

The Japanese firm's losses are mounting, its customer numbers are disappointing and its forecasts look dubious.

SKT cruises to $340M operating profit on mobile, media growth
News Analysis | 11/10/2021

SK Telecom reports a 400 billion won (US$340 million) 3Q operating profit thanks to strong performances in its mobile and media businesses.

India addresses security concerns over mobile ecosystem
News Analysis | 11/10/2021

Indian Citizens Assistance for Mobile Privacy and Security (I-CAMPS) set up to prevent cybercrimes related to weaknesses in the app and device ecosystems.

Exiting Telenor still mired in the Myanmar woods
News Analysis | 11/9/2021

Norway's Telenor still hasn't found its way out of Myanmar, with its $105M sale to Lebanon's M1 on the rocks while the junta wants a local buyer.

KT profit spikes 47% on 5G, digital and media growth
News Analysis | 11/9/2021

Korea's KT Corp has reported a 46.9% bump in Q3 earnings on the back of higher 5G take-up and its fast-expanding digital and media businesses.

India's Airtel launches initiative to test 5G enterprise uses
News Analysis | 11/9/2021

India's second-largest service provider, Bharti Airtel, has introduced a 5G-for-business initiative to trial 5G-based enterprise use cases.

Huawei offloads x86 business as it chases self-sufficiency
News Analysis | 11/8/2021

In yet another shift away from its traditional hardware business, Huawei has sold its x86 server unit to a state-owned Chinese firm.

Xiaomi plugs a cool new phone liquid cooling tech
News Analysis | 11/5/2021

China's Xiaomi, maybe eyeing a warmer Snapdragon 898, shows off a new smartphone cooling technology it says is twice as effective as vapor chambers.

China leading world in public cloud growth
News Analysis | 11/5/2021

The pandemic and digital transformation are driving break-neck growth in China's public cloud markets.

Philippines newcomer Dito seeks $158M in new funds
News Analysis | 11/4/2021

Starting up is hard to do, especially if you're a new telco challenging deeply entrenched incumbents.

The slow death of Huawei's European fixed business has begun
News Analysis | 11/3/2021

The European swap-out of the Chinese vendor's fiber and optical network products now appears underway.

Huawei's subscale cloud unit needs more than just chips
Morris Lore | 11/3/2021

The Chinese vendor's fledgling cloud business remains tiny alongside industry giants and may struggle even if it can fix its hardware problems.

BT and the taming of the net neutrality beast
News Analysis | 11/2/2021

As Ofcom continues its post-Brexit review into net neutrality, the UK phone incumbent spies an opportunity to break free of current constraints.

Most Asian enterprises see business value in 5G – IDC survey
News Analysis | 11/2/2021

A new IDC study of Asian enterprise and 5G adoption contains promising news for telcos.

India's Reliance Jio bets on JioPhone Next to lure 2G subscribers
News Analysis | 11/2/2021

The cheap 4G smartphone, launched with Google, is available from Diwali for INR6,499 ($87) or INR1,999 ($26.7), with the rest in monthly installments.

Malaysia 5G project gets funded as early warning sign appears
News Analysis | 11/1/2021

Malaysia's single-network 5G experiment is starting to take shape – but an early sign of the potential negative impact on operators has appeared.

Huawei sales plunge 38% in third quarter
News Analysis | 10/29/2021

Huawei continues to wilt under the pressure of US sanctions, with total revenue sliding 38% in the third quarter.

Rising chip demand, higher prices drive Samsung Q3 profit
News Analysis | 10/28/2021

Strong chip demand and higher prices have powered Samsung Electronics to one of its best quarters, with net income climbing 31.3% to 12.29 trillion won.

Nokia shrugs off components crunch with sharp rise in profit
News Analysis | 10/28/2021

Finnish vendor says it could have sold more were it not for the semiconductor crisis and shows that its turnaround strategy is bearing fruit.

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