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Category: Telecom

Retail News Asia is committed to providing both local and global retailers with the latest Telecom & Telco news throughout the Asian market. This on a daily base.

  • Five Firms Sign Agreement to Develop Satellite Mega-Constellation

    Five Firms Sign Agreement to Develop Satellite Mega-Constellation

    NTT DOCOMO BUSINESS signed an agreement with four major corporations to explore developing and operating a satellite mega-constellation for commercial communications and space-based computing.

    The five-company partnership unites NTT DOCOMO BUSINESS, Mitsubishi Electric Inc., NTT Inc., MUFG Bank, Ltd., and Development Bank of Japan Inc. To pool technology, customer networks, and financing.

    Under the memorandum of understanding, the group is evaluating the commercial and technical viability of orbital network infrastructure. Target services include telecommunications, Earth observation, positioning, navigation, and timing (PNT), alongside space data centers designed to process data directly in orbit.

    Splitting Infrastructure Across Five Balances

    The consortium divides responsibilities along established corporate lines. NTT and NTT DOCOMO BUSINESS handle end-to-end network architecture, routing satellite traffic into ground facilities, and testing NTT’s proprietary Innovative Optical and Wireless Network optical technology against international specifications.

    The alliance aims to sell services to domestic and overseas enterprise clients across manufacturing operations.

    In order to turn the vast amounts of data collected in space into value for industry and society, it is essential to ensure smooth coordination between the communications networks that deliver the data and the ICT infrastructure used to process and analyze the data. Using the expertise we have developed through our IOWN® initiative and our AI-Centric ICT Platform® concept for a next-generation ICT platform optimized for the AI era, NTT DOCOMO BUSINESS looks forward to working with the other participating companies to explore commercial opportunities in areas including satellite communications and space-based data centers. By creating communications and data-utilization infrastructure that connect space and Earth, we hope to support AI adoption by enterprises for new business development.

    What Orbital Computing Changes for Operators

    Telecom operators face flattening domestic mobile average revenue per user and rising terrestrial infrastructure expenses. Building an independent sovereign satellite network allows NTT to bypass foreign constellation operators for enterprise backhaul, maritime fleet monitoring, and rural redundancy.

    For logistics operators, space-based data centers offer lower-latency observation feeds for trade flows and factory asset tracking without depending on fragmented local fiber routes across developing markets. The central commercial risk rests on unit launch economics, where Western constellation operators hold cost advantages through reusable rocket fleets that heavy industry has yet to match at scale.

    From Ground Fiber to Orbital Routing

    NTT had already mapped its optical network architecture toward low-power data center routing, making space payloads a natural technical extension rather than a pivot.

    The five companies are now formulating technical baselines and enterprise partner frameworks, with initial feasibility studies for constellation communications and Earth observation services to follow.

  • China Mobile Sends 1.6Tb/s Signal over 960 Km of Standard Fiber

    China Mobile Sends 1.6Tb/s Signal over 960 Km of Standard Fiber

    China Mobile transmitted a real-time 1.6 terabits per second single-wavelength signal over 960 kilometers of standard backbone fiber using a symbol rate of 230 gigabaud, state media reported on November 11, 2026.

    The test represents the carrier’s longest single-wavelength 1.6T transmission to date and sets a technical benchmark for long-haul optical links running on legacy G.652.D glass.

    Carried out with unnamed equipment partners, the field trial pushed symbol rates to 230 gigabaud to multiply throughput without widening spectral allocations. G.652.D single-mode fiber forms the physical core of most national and international telecommunications grids, yet engineers designed it decades before multi-terabit optical transport existed. Demonstrating that existing fiber paths can sustain 1.6T over nearly 1,000 kilometers indicates network operators can defer costly civil works by upgrading optoelectronics at terminal nodes instead.

    Baud Rates Drive Capacity Gains

    Baud rate measures the volume of signal transitions transmitted every second. Raising this rate allows a carrier to pack more data into an individual wavelength while leaving the underlying modulation format unchanged.

    China Mobile began deploying commercial 400G systems across its all-optical backbone network at scale in 2024, relying primarily on 130 gigabaud transceivers. Subsequent metropolitan trials at 1.2T demonstrated that 130-gigabaud optical engines lacked the reach required for inter-provincial links, prompting the operator’s research division to target symbol rates exceeding 200 gigabaud. Developing the hardware components necessary to reach 230 gigabaud required two years of laboratory and fabrication work.

    Backbone Cable Capital Costs

    For telecommunications operators and cloud infrastructure providers across the Asia-Pacific region, transmission reach determines capital allocation. Trenched fiber remains the most expensive asset in digital networks, frequently requiring years of municipal approvals and civil construction across diverse terrain.

    Alternative high-capacity hardware on the international market targets shorter spans. Commercial systems such as Ciena’s WaveLogic 6 Extreme support single-carrier 1.6T using 200 gigabaud, but network builders deploy them primarily across metropolitan routes rather than long-distance trunk lines. Proving 1.6T stability over 960 kilometers of standard fiber shifts optical engineering priorities, proving that high-density artificial intelligence compute clusters can interconnect across regional boundaries without dedicated proprietary cabling.

    Missing Data on Vendor Systems

    Technical risks persist for carriers attempting to replicate these transmission distances in operational commercial settings. China Mobile conceded that unresolved optical impairments, including non-linear distortions linked to subcarrier processing, demand further investigation before commercial procurement begins.

    Significant operating variables remain undisclosed. Test disclosures did not identify participating equipment vendors, operating channel spacing, modulation schemes, forward error correction margins, or the geographic route of the trial. Without published margins, network architects cannot verify how close the 960-kilometer run pushed optical transceivers to forward error correction thresholds.

    International Standard Contributions

    The trial builds on structured contributions China Mobile made to global telecommunications rule-making bodies over recent quarters. The broader industry considers 1.6T the next standard transport speed above 400G, directing initial specifications toward high-throughput data center interconnects.

    During the International Telecommunication Union’s Study Group 15 plenary in July 2026, China Mobile led the formal completion of phase one for G.709.5, an architecture defining 1.6T transport. The state-owned operator has now initiated standardization drafting for G.696.1, which establishes optical-layer system parameters for long-haul backbone spans. Technical data recorded from the 960-kilometer transmission will form the baseline dataset submitted to that study group.

    Regulatory delegates and network operators will review the formal G.696.1 optical-layer proposals at upcoming ITU-T standardization sessions as international carrier bodies define final production parameters for global 1.6T systems.

  • Thailand Imposes First Environmental Rules on Large Data Centers

    Thailand Imposes First Environmental Rules on Large Data Centers

    Thailand will require large data centers to meet stricter environmental standards under the country’s first industry-specific regulation, moving to protect power grids and water supplies from rapidly expanding digital infrastructure.

    The policy follows months of suspended construction across the sector while the Thai government formulated the environmental mandate.

    Reported on November 10, 2026, the regulatory intervention reflects mounting official concern over resource-intensive computing facilities as regional digital investment accelerates.

    The Cost of the Capital Freeze

    Those 49 stalled construction sites represent an estimated $8 billion in committed capital. The freeze forced international cloud providers and domestic data center firms to stop structural work and redesign engineering plans.

    Thailand’s energy ministry pointed to transmission vulnerabilities and falling water reservoirs when it halted operations. The Chao Phraya River basin, the municipal water source for metropolitan Bangkok and neighboring industrial estates, registered below-average water levels for three straight years through 2026.

    Cooling systems for dense artificial intelligence hardware consume millions of liters of water daily. Operators must now prove that their mechanical systems do not deplete municipal networks or overload substations during periods of climate strain.

    Grid Constraints Across Southeast Asia

    Electricity consumption from data centers across Thailand, Vietnam, Malaysia, and Singapore surged 340 percent from early 2024 through late 2026. The increase stems directly from model training clusters and enterprise inference workloads.

    National power authorities face a seasonal shortfall during the annual monsoon cycle, when hydroelectric generation drops just as ambient temperatures force cooling equipment to run at peak capacity. Adding utility-scale baseload power generation requires five to seven years, creating a structural gap with rapid AI infrastructure deployment timelines.

    Regional governments have reacted with comparable controls. Vietnam postponed decisions on six utility-scale data facilities in August 2026 to evaluate transmission limits, while Singapore established strict energy efficiency baselines for new builds in July 2026.

    Shifting Infrastructure Strategies

    For enterprise retailers, consumer platforms, and cloud tenants, tighter municipal limits eliminate the prospect of cheap, unconstrained server capacity in central Thailand. Developers can no longer rely on conventional chilled-water plants connected directly to public utility lines without local mitigation plans.

    Operators are adjusting capital deployment by financing on-site renewable generation and closed-loop liquid cooling. Companies operating in the Bangkok corridor have started pairing commercial solar installations and industrial battery systems with their computing halls to avoid drawing peak power from the state grid.

    Other regional hubs are shifting their engineering demands as well. Regulators in Malaysia and Indonesia are assessing minimum water-recycling thresholds and encouraging coastal facilities to install direct seawater cooling rather than drawing municipal tap water.

    Earlier Bottlenecks Behind the Decree

    Thailand’s sudden policy enforcement resolves an impasse that left developers in administrative limbo through late 2026. The September moratorium caught operators off guard after two years of aggressive state campaigns to attract foreign technology investment.

    The administrative pause revealed the scale of speculative building across the country. With 117 applications frozen at once, state agencies had accumulated a project queue that the state utility could not support without risking suburban blackouts.

    Developers must now submit revised environmental engineering documentation to clear the regulatory backlog extending into 2027. The critical metric to watch is whether the Thai energy ministry clears the 4.8 gigawatts of pending grid connection requests under the new compliance standards.

  • Indian Telecom Carriers Face 5G Speeds Squeeze as Data Traffic Surges

    Indian Telecom Carriers Face 5G Speeds Squeeze as Data Traffic Surges

    Mobile subscribers in India are consuming an average of 31.1 gigabytes of cellular data each month, driving monthly mobile network traffic to 27.6 exabytes and squeezing real-world 5G connection speeds across major commercial centres.

    Monthly 5G volume climbed 70 per cent year over year to 12.9 exabytes, now accounting for 46.8 per cent of all cellular data traffic in the country, according to Nokia’s Mobile Broadband India Traffic Index 2026. Network capacity is falling behind that appetite. Even as carrier icons display 5G service on phone screens, users face sluggish response times and reduced throughput across shopping centres, transport hubs and high-density housing developments.

    Traffic Surges Overwhelm Local Cells

    Radio cells in major urban corridors now handle simultaneous demand for video streaming, cloud gaming, digital retail checkouts and video conferencing. When thousands of handsets connect to a single base station, available radio spectrum splits across those devices, causing local throughput to fall sharply regardless of advertised network capabilities.

    The Telecom Regulatory Authority of India reported that total wireless mobile data consumption reached 84,424 petabytes during the April to June quarter of 2026. That represents an 8.30 per cent quarter-on-quarter increase from 77,953 petabytes. Average monthly wireless data usage per subscriber rose 6.32 per cent to 28.39 gigabytes over the same period.

    Reliance Jio reported in its October 2026 financial disclosures that its user base included roughly 300 million 5G customers out of 542 million total connections. Individual monthly data usage on Jio’s network reached 44.2 gigabytes per subscriber, up from 38.7 gigabytes twelve months earlier. Handling that traffic volume demands constant radio densification and high-capacity backhaul lines.

    The Backhaul Bottleneck and Indoor Walls

    Carrier deployments show rapid physical additions, but transmission feeds from base stations to core networks frequently fall short. Fixed wireless access services have intensified that strain. Home broadband products such as Reliance Jio’s JioAirFiber and Bharti Airtel’s Xstream AirFiber now generate more than 25 per cent of all 5G data traffic in India, locking heavy continuous data streams onto cellular masts.

    Physical structural barriers compound the problem. High-frequency 5G radio signals, particularly mid-band 3.3 GHz frequencies, struggle to penetrate concrete walls, metallic cladding and coated window glass in indoor commercial venues. When indoor signal strength falls, base stations downgrade customer devices to more robust but slower transmission modulations, cutting download rates.

    Regulator drive tests conducted in July 2026 across Kolkata, Howrah and Hooghly logged 122 poor-signal samples for Airtel, 181 for Jio, 401 for Vodafone Idea and 3,904 for state-run BSNL across roughly 65,000 samples per operator along 309.7 kilometres of roadways and hotspots. Cellular operators rely on hardware vendors like Ericsson, Nokia, Samsung Networks and Mavenir for carrier aggregation and active antenna arrays, but equipment on towers cannot bypass missing fibre lines.

    Operator Speeds and Consumer Grievances

    Performance gaps between operators remain wide in field measurements. Testing conducted by nPerf across real users between April 2025 and March 2026 showed Bharti Airtel leading average download performance at 113.81 megabits per second, with an upload rate of 16.84 Mbps and latency of 58.98 milliseconds. Reliance Jio recorded 94.22 Mbps down, 8.97 Mbps up and latency of 62.09 milliseconds.

    Vodafone Idea trailed with average download speeds of 75.80 Mbps, higher upload speeds of 14.51 Mbps and elevated latency of 111.60 milliseconds. BSNL delivered 15.11 Mbps down and 5.45 Mbps up, reflecting its reliance on an indigenous 4G network deployed with TCS, Tejas Networks and C-DOT. State filings showed BSNL operated 95,511 active 4G sites out of 97,672 installed units as of January 15, 2026.

    Capital Allocation and Network Expansion

    Private operators have pursued diverging technical strategies to maintain performance. Reliance Jio built its standalone 5G network from the outset, whereas Bharti Airtel expanded via non-standalone 5G configurations while adding infrastructure. Airtel deployed more than 2,900 new 5G sites across Punjab, Haryana, Himachal Pradesh and Jammu and Kashmir over 12 months, covering 77 districts, alongside 2,750 sites in Gujarat.

    Vodafone Idea is executing a phased catch-up strategy. After servicing 43 cities across 17 priority circles, the company mapped out an expansion in March 2026 targeting 90 additional cities to reach 133 municipal markets. Network equipment suppliers including Nokia, Ericsson and Samsung have secured rollout contracts to modernize Vi’s physical gear, but spectrum density in residential districts remains thin.

    Retailers and mobile commerce operators rely directly on cellular network stability at the point of sale. Digital payments, dynamic in-store inventory tracking and rapid logistics fulfillment require low-latency cell handoffs that degraded 5G connections fail to deliver during peak foot-traffic hours. The pressure now shifts to municipal fibre approvals and small-cell indoor installations.

    The next major performance test will come as Vodafone Idea works to operationalize its expanded 133-city footprint.

  • China Mobile Cloud Signs Zhipu to Link GLM Models and Build Coding Tools

    China Mobile Cloud and Zhipu signed a cooperation pact on November 6 to connect the GLM model family to the operator’s MoMA service platform.

    The agreement establishes a joint development center focused on token generation efficiency, targeting domestic hardware adaptations alongside financial services and government contracts.

    Technical teams from both companies plan to tune Zhipu’s models specifically for Chinese-made computing processors. The partnership outlines shared research into inference performance, yet neither company published baseline efficiency figures or an operational schedule for customer deployments. Access arrangements, service-level commitments and supported versions within the GLM lineup were also omitted from the joint filing.

    Hardware Adaptation and Coding Tools

    Beyond platform hosting, the two companies plan to develop joint AI coding applications for commercial software engineers. The announcement outlined an integrated product program without releasing software names, development roadmaps or public testing dates.

    For enterprise buyers, the lack of a timetable leaves procurement teams waiting on functional specifications. Developers evaluating enterprise assistants must weigh unreleased software against tested tools already running on commercial clouds across mainland China.

    Rival Hyperscalers Build Token Tariffs

    Commercial cloud operators in China are locking enterprise accounts into aggressive subscription packages rather than unpriced development agreements. Alibaba Cloud already offers its AI Token Plan starting at $6 a month on its Model Studio service, bundling its proprietary Qwen lineup alongside DeepSeek and GLM models. Alibaba also sells dedicated enterprise engineering assistants, such as Qoder, directly to corporate IT departments.

    State-backed telecom operators often hold strong connections to public sector budgets, but commercial developers demand transparent pricing and tested inference pipelines. China Mobile Cloud must show that domestic silicon can match commercial cloud economics on cost per million tokens. Without published benchmarks, enterprise procurement officers will treat the venture as an exploratory project rather than an immediate supplier switch.

    From Transport Compute to Platform Hosting

    China Mobile has been steering its infrastructure divisions toward specialized vertical computing workloads. The carrier previously launched an automotive AI foundation featuring 112 exaflops of computing power and six specialized agents for vehicle manufacturers. Adding Zhipu’s models to MoMA extends that infrastructure strategy into general business software, banking risk engines and municipal administration.

    Commercial validation now hinges on the release of concrete access tiers, supported GLM versions and billing schedules on China Mobile Cloud’s MoMA catalog.

  • Bharti Airtel Misses Profit Forecast as Network Costs Climb 11 per Cent

    Bharti Airtel Misses Profit Forecast as Network Costs Climb 11 per Cent

    Bharti Airtel reported a second-quarter consolidated net profit of 88.88 billion rupees, equivalent to 940.45 million dollars, missing market expectations as network operating expenses rose.

    Consensus estimates compiled by LSEG projected net profit at 96.73 billion rupees for the three months ended September 30, even as total revenue increased 16.7 per cent to 608.78 billion rupees.

    Network costs jumped 11 per cent during the period, driven by the maintenance and operation of telecom infrastructure across the country. Licence fees climbed 13 per cent, pushing total quarterly expenses up approximately 15 per cent to 259.32 billion rupees. Consolidated profit nevertheless gained from the 67.92 billion rupees recorded in the corresponding quarter a year prior, though top-line growth could not fully cushion operational inflation.

    Tariff Limits and Premium Migration

    Average revenue per user increased 6 per cent year-on-year to 271 rupees, keeping Airtel ahead of domestic peers on unit realisations. The metric gained traction as the carrier added 18.8 million customers to its combined 4G and 5G footprint. Without broad-based tariff increases across the Indian market since July 2024, the business leaned on product pruning to lift receipts. Airtel removed several lower-tier prepaid denominations during the quarter, steering entry-level customers toward costlier recharge tiers.

    That migration strategy reflects the ceiling facing Indian operators until the next coordinated price adjustment takes place. Relying entirely on organic plan migrations carries friction, particularly as inflation pressures lower-income prepaid consumers. Brokerage Centrum projects an industry-wide tariff increase of 12 to 15 per cent across the next four to five months, an intervention that would directly feed operating margins.

    The Market Share Contest With Jio

    Competition across India remains defined by the pricing environment established since Reliance Jio entered the sector in 2016. Airtel closed the September quarter with an Indian customer base of 498.7 million, up 10.9 per cent year-on-year. That total leaves the operator trailing Jio, which commands 542.4 million subscribers.

    For mobile hardware distributors and digital platform operators, the divergence between the two dominant players shapes commercial exposure. Jio continues to capture volume across price-sensitive tiers, while Airtel defends higher-value urban and postpaid accounts through network coverage investments. Maintaining that premium positioning requires elevated capital allocation toward 5G base stations, driving the maintenance overhead that clipped Airtel’s quarterly earnings.

    Regional Support From African Operations

    International operations provided a counterweight to domestic margin compression. Revenue from Airtel Africa, which spans 14 countries across sub-Saharan Africa and delivers approximately one quarter of total group revenue, advanced 37.6 per cent.

    The current operating performance follows a prolonged period of post-auction network rollout across India, where capital spending on 5G spectrum and hardware converted into recurring maintenance obligations. While earlier quarters benefited from initial 5G user migrations, operating expenses have now caught up with network densification.

    Market attention now shifts to the timing of broad-based price adjustments, with operators balancing customer retention against the projected 12 to 15 per cent tariff revision expected before the end of the fiscal year.

  • Asia Pacific Fixed Wireless Connections to Reach 50 Million by 2031

    Asia Pacific Fixed Wireless Connections to Reach 50 Million by 2031

    Fixed wireless access (FWA) connections across the Asia Pacific will reach 50 million by 2031, rising from 28 million in 2026 as telecom operators expand 5G-based broadband services to areas lacking fiber infrastructure.

    Data analytics firm GlobalData projects the regional FWA market will expand at a compound annual growth rate of 12.5 per cent over the period. Adoption will be driven by rising demand for high-speed home internet, expanding 5G coverage, and persistent gaps in fixed-network reach across rural and underserved areas.

    Telecommunications providers, including Malaysia’s U Mobile and Indonesia’s MyRepublic Indonesia, are rolling out wireless broadband over 5G to connect households and businesses without physical fiber access.

    Bypassing the Digging Costs

    Laying physical glass into individual premises remains expensive. Wireless broadband delivers connections into homes and shops using rooftop or window receivers pointed at nearby mobile towers.

    Operators use this architecture to sign up residential customers and retail businesses that fiber networks bypassed. Malaysia’s U Mobile and Indonesia’s MyRepublic Indonesia are both expanding wireless broadband offers built on 5G infrastructure. Thailand’s AIS and New Zealand’s One NZ also sell fixed wireless connections to households and merchants needing quick installation without waiting for utility contractors.

    Sellers Add Bandwidth Demand

    Home demand centres on video streaming, remote working, online education, and connected household hardware. Merchant demand is shifting just as quickly.

    Small and mid-sized enterprises across the region require reliable links for cloud inventory software, digital point-of-sale terminals, and video conferencing. Plug-and-play receivers let shop owners start processing digital transactions without waiting weeks for fixed-line technicians to pull cables through conduits.

    Carrier Monetisation Pressures

    Telecom operators across Asia secured 5G spectrum and erected base stations. Consumer mobile phone plans failed to generate high enough average revenue per user to pay those networks off on their own.

    Fixed wireless gives carriers a second cash stream from the same radio towers without laying neighborhood distribution cables. Operators in India, New Zealand, and Hong Kong lead this network spending push, packaging broadband with tiered speeds, assigned data pools, and bundled digital subscriptions.

    Filling the Fixed Gaps

    Fixed wireless will run alongside underground fiber rather than replace it entirely in dense commercial districts. Fiber retains higher overall capacity, but wireless links solve the final-mile problem across dispersed suburban developments and island archipelagos.

    Carriers now compete on how quickly they can activate these accounts. The benchmark to track is whether operators hit the 28 million regional baseline projected for 2026 before accelerating toward the 50 million mark in 2031.

  • South Korea Launches $276 Million Hangang Supercomputer

    South Korea Launches $276 Million Hangang Supercomputer

    South Korea unveiled its sixth national supercomputer, Hangang, on November 2, launching a 382.5-billion-won ($276 million) infrastructure installation designed to advance artificial intelligence and scientific research.

    The Ministry of Science and ICT partnered with the Korea Institute of Science and Technology Information (KISTI) to host the launch ceremony at KISTI headquarters in Daejeon, bringing together approximately 200 representatives from industry, academia, and government research bodies.

    KISTI President Lee Sik oversees the system, which pairs 8,496 graphics processing units, including NVIDIA GH200 Grace Hopper Superchips, with 9,936 central processing units to hit a theoretical peak speed of 614.7 petaflops, or 614.7 quadrillion floating-point operations per second.

    Computing Power Expands for Industrial Simulation

    Hangang replaces Nurion, the country’s fifth national supercomputer that handled public computing tasks after entering service in 2018. Compared to the older machine, the new platform delivers 24 times the theoretical computing speed, 10 times the storage capacity, and four times the network transfer performance.

    State planners designed the infrastructure to process high-intensity artificial intelligence workloads alongside commercial engineering simulations. Key industrial applications include digital vehicle crash testing and real-time meteorological forecasting, targeting design cycles where physical prototyping slows time to market.

    State Backing for Enterprise AI Models

    Computing bottlenecks have tightened across East Asia as commercial enterprises and university laboratories compete for high-end processing hardware. Hangang pools specialized processing power into a state-subsidized platform, lowering entry barriers for domestic technology firms training large models against regional rivals.

    The risk sits in resource allocation. Sovereign compute networks frequently face friction between academic basic research and commercial deployment, with capacity quotas often favoring state-led agendas over fast-moving enterprise applications. Hangang will direct substantial capacity toward K-Moonshot, a government-directed program deploying advanced artificial intelligence models to resolve scientific targets.

    Replacing Nurion After Six Years of Service

    The retirement of Nurion follows a six-year operational cycle during which global artificial intelligence training shifted from conventional central processing units to dense graphics processing clusters. Nurion lacked the unified memory architectures and specialized tensor cores required for modern transformer models, leaving South Korean institutions reliant on foreign commercial cloud vendors for heavy AI development.

    Korea Institute of Science and Technology Information President Lee Sik said: “We will do our utmost to ensure stable operations and top-tier user support, using KISTI’s long-standing operational experience in supercomputing.”

    Next Steps for National Deployment

    Engineers began pilot testing on the cluster in late October to calibrate thermal controls and network distribution across the 8,496 graphics processors. KISTI plans to begin full commercial and research operations on December 16.

  • Malaysia Urged to Mandate Vendor Diversity for Dual 5G Networks

    Malaysia Urged to Mandate Vendor Diversity for Dual 5G Networks

    Malaysia should write explicit supplier diversification requirements into its national 5G framework, preventing both network operators from consolidating around identical infrastructure vendors, according to industry analysts.

    The dual-network architecture currently divides wholesale responsibilities between Digital Nasional Bhd, which deploys Ericsson equipment, and U Mobile, which selected Huawei and ZTE for the second rollout.

    Regulatory Gaps in Dual Deployment

    Ministerial Direction No. 7 of 2025 instructed the Malaysian Communications and Multimedia Commission to implement a dual-network model, focusing on spectrum management and operational continuity. It stopped short of requiring a permanent division between Western and Chinese vendors.

    Global Asia Consulting analyst Samirul Ariff Othman noted that general licensing rules under the regulator remain technology-neutral. Without firm procurement stipulations, commercial operators could later merge supplier paths during future lifecycle upgrades or network-sharing deals.

    Shared vendor dependency exposes enterprise services and critical national infrastructure to common software flaws, export restrictions and single-source logistics chokepoints. A formal policy mechanism would mandate resilience reviews whenever an operator plans significant ownership or equipment vendor shifts.

    Cybersecurity and Foreign Enterprise Demands

    International corporate tenants and enterprise customers bring divergent compliance requirements to the market, particularly when handling regional supply-chain operations and data transfers across borders.

    Farlina Said, an analyst at the Institute of Strategic and International Studies Malaysia, pointed out that service reliability and alternative infrastructure sources remain necessary to limit single points of failure across industrial sectors.

    Different multinational enterprises face distinct national cybersecurity mandates in their home markets, which dictate acceptable hardware vendors for connected factories, automated logistics hubs and cloud processing nodes. Preserving genuine equipment variety inside Malaysia provides enterprise tenants with the technical flexibility needed to meet those standards.

    Policy Shifts and Vendor Allocations

    Malaysia initially launched its 5G deployment as a single wholesale network managed exclusively by Digital Nasional Bhd anchored by Ericsson equipment. Political debate over monopoly risks and vendor access subsequently pushed authorities to approve a second commercial wholesale network.

    Parliamentary debate accelerated on October 22 when Machang MP Wan Ahmad Fayhsal Wan Ahmad Kamal pressed the government to maintain balance between Western and Chinese technology systems across the country’s dual grid.

    The Malaysian Communications and Multimedia Commission has yet to publish the explicit regulatory conditions and compliance penalties that will govern future vendor transitions across either licensed network operator.

  • Huawei Cloud Retires 2 openPangu Models from Model-as-a-Service Platform

    Huawei Cloud Retires 2 openPangu Models from Model-as-a-Service Platform

    Huawei Cloud will shut down commercial access to its openPangu-2.0-Flash and openPangu-2.0-Pro AI models on its Model-as-a-Service platform, ending sales on November 6 and terminating all hosted calls on November 30.

    The cut comes four months after Huawei open-sourced the 505-billion-parameter Pro version, forcing enterprise customers running consumer analytics and internal search workloads in its Southwest Guiyang cloud region to switch tools before December.

    New customers cannot buy or activate either model service after midnight on November 6, while existing accounts retain operational access only through the end of the month. Huawei Cloud directs accounts using openPangu-2.0-Flash to DeepSeek-V4.1-Flash-1017 as their replacement, while routing openPangu-2.0-Pro users to Zhipu AI’s GLM-5.3.

    Migration Demands and Technical Friction

    Engineering teams face immediate rewrite costs. Huawei Cloud noted that the replacement models carry different API parameters, cost structures and output profiles, requiring developers to retest task pipelines rather than swap endpoints blindly.

    Software setups built on the company’s early MaaS standard API V1 must be rewritten to work with an OpenAI-compatible endpoint. Teams already on API V2 or an OpenAI-style interface need to alter model identifier calls.

    Retail commerce platforms relying on openPangu for live inventory categorisation or chatbot assistance now have less than a month to validate replacement models. Changing baseline models often alters latency profiles and customer response formats across live digital storefronts.

    Rival Platforms and Vendor Strategy

    The decision to retire homegrown models while recommending independent rivals highlights the fierce pace of platform rationalisation across China’s cloud ecosystem. Rather than carrying the operational cost of maintaining earlier foundation models, cloud providers now drop their own releases rapidly in favour of top-performing external open weights.

    DeepSeek and Zhipu AI gain immediate enterprise volume from the shift. Huawei Cloud’s public embrace of DeepSeek-V4.1-Flash and GLM-5.3 confirms that third-party open architectures are setting operational benchmarks on Chinese sovereign server hardware, even inside Huawei’s proprietary Ascend computing clusters.

    Platform developers bear the stability risk. By cycling through model versions within single-digit months, platform operators transfer the cost of code maintenance, integration testing and deployment downtime onto enterprise software clients.

    Rapid Model Turnover on Ascend Hardware

    Huawei made openPangu-2.0-Flash public on June 30 with 92 billion parameters, followed by the 505-billion-parameter openPangu-2.0-Pro sparse model on July 31. Both variants were tailored for Ascend neural processing units, accompanied in late September by the release of complete pretraining, supervised fine-tuning and reinforcement learning source code.

    The company’s hosted platform has cleared out earlier systems at a comparable pace throughout the autumn. Huawei Cloud scheduled GLM-5.1 for removal on November 16, switched DeepSeek-V4-Flash accounts to version 4.1, set Kimi-K2.6 for retirement on November 8, and pulled DeepSeek-V4-Pro from hosting in September alongside older Qwen and Wan models.

    The retirement schedule applies strictly to managed API services hosted out of the Guiyang data centre, leaving the underlying open-source weights and training code available in public repositories for teams running their own compute stacks.

    Software teams on Huawei Cloud must finish transitioning their active workloads to the DeepSeek and GLM services before the Guiyang cluster unplugs both openPangu endpoints at midnight on November 30, while Huawei prepares a successor generation of Pangu models without a public release date.

  • India Signs BharatNet Deal for 500,000 Rural Fiber Connections

    India Signs BharatNet Deal for 500,000 Rural Fiber Connections

    India’s Department of Telecommunications signed a BharatNet utilization agreement with the Tamil Nadu government and Tamil Nadu FibreNet Corporation on October 30, 2026. The pact provides financial subsidy support for more than 500,000 rural home fiber connections under the Amended BharatNet Programme.

    Arrangements under the agreement establish on-demand broadband connectivity across 4,767 villages in Tamil Nadu. Central government financial support will flow directly through Digital Bharat Nidhi.

    The initiative relies on existing BharatNet infrastructure to accelerate last-mile FTTH deployment and raise network utilization. The formal signing marks an implementation milestone rather than completed household connections.

    Subsidies Target Village Fiber Links

    The tripartite structure relies on Tamil Nadu FibreNet Corporation to manage regional access while central authorities foot part of the capital load. Digital Bharat Nidhi provides the financial buffer needed to bring optical connections into low-density rural settlements where private internet service providers refuse to build on commercial terms alone.

    The pact serves as an execution framework rather than immediate subscriber delivery. The government has not disclosed the subsidy amount, construction expenditure, additional fiber kilometers or activation timetable.

    The Race for Rural Digital Wallets

    Broadband access across nearly 5,000 Tamil Nadu villages will alter how consumer brands and retail platforms handle rural distribution. Fast home internet reduces reliance on patchy mobile data, encouraging rural households to adopt digital banking, commerce apps, and local service platforms.

    Private telecom operators face a shifting competitive field across the state. While commercial carriers focus investments on urban fiber lines and mobile capacity, a subsidized state network opens wholesale bandwidth that independent regional operators and local cable providers can use to sell retail broadband directly to homes.

    Delivery Gaps Across BharatNet

    The push under the amended national scheme follows years of slow execution across earlier BharatNet phases. Previous attempts to link village councils stumbled over right-of-way disputes, equipment shortages, and damaged trunk lines that left laid cables unlit for years.

    By involving the state-level agency directly, the telecommunications ministry aims to bypass bureaucratic bottlenecks between federal planners and district administrations. Whether Tamil Nadu FibreNet Corporation can maintain field hardware and maintain uptime across 4,767 villages without ballooning operating costs is the operational question that remains unanswered.

    What to Watch Next

    Contractors and state agencies must now issue procurement tenders for optical network terminals and domestic drop cables. The first test of the program will come when the ministry publishes initial village activation counts and subsidy disbursement figures for the upcoming fiscal quarter.

  • PLDT Auditor Resigns After Nearly 24 Years over Impaired Independence

    PLDT Auditor Resigns After Nearly 24 Years over Impaired Independence

    SyCip Gorres Velayo & Co. Resigned as auditor to PLDT after nearly 24 years, withdrawing its audit opinions on the Philippine telecom company’s 2024 and 2025 financial statements prepared for international reporting.

    The Ernst & Young member firm informed PLDT on October 31 that its independence had been impaired under US Securities and Exchange Commission regulations and auditing oversight rules. PLDT appointed Isla Lipana & Co., the Philippine member firm of PwC, as its new external auditor effective Monday, November 2.

    The departure follows accounting errors PLDT acknowledged in August tied to deficiencies in controls over structured hedge arrangements, with SGV finding a material weakness in internal control over financial reporting as of December 31, 2025.

    Flawed Hedges and Control Failures

    The auditor rupture follows internal accounting errors that surfaced earlier this year. In August, PLDT reported control deficiencies tied to structured hedge transactions designed to manage currency exposure, misstating how gains and losses from those contracts were recognized on its books.

    SGV concluded that a material weakness existed in PLDT’s internal control over financial reporting as of December 31, 2025. The auditor had initially granted clean opinions for both 2024 and 2025 before withdrawing them on October 31, stating the 2025 findings could no longer be relied upon while an assessment of 2024 data remained incomplete.

    PLDT told investors the revisions will not materially alter its net income, EBITDA, earnings per share, cash flows, or operating metrics. The Philippine Stock Exchange halted trade in PLDT shares for one hour on August 14 following the initial hedge disclosure, after which the stock closed down 4.49 per cent at 1,170 pesos.

    Scrutiny for Telecom Capital Markets

    For regional institutional investors, the breakdown creates immediate friction in valuation and debt covenants. Telcos across Southeast Asia carry high use to fund network upgrades, making absolute confidence in treasury and derivative controls essential for bondholders and banks.

    The resignation deepens regulatory vulnerability because PLDT maintains American depositary shares on the New York Stock Exchange. While Isla Lipana took over the Philippine accounts, PLDT has not yet secured an accounting firm to audit its international financial statements and sign off on internal control reporting mandated by US regulators.

    Overrun Precedents Dog Balance Sheet

    This is the second major breakdown in PLDT’s financial administration in four years. In December 2022, the group disclosed a 48 billion peso capital expenditure overrun accumulated between 2019 and 2022, prompting an internal overhaul of its procurement protocols even after an external review found no fraud.

    The hedge accounting breakdown shows those spending overhauls failed to insulate broader treasury management from control failures. SGV’s sudden withdrawal of two years of audit statements leaves PLDT operating without verified baseline books for international market compliance.

    PLDT must now install a US-registered independent accounting firm to complete the international audits, while investors monitor whether restatements ripple across its upcoming quarterly earnings reports.

  • Globe Switches over 1,000 Cell Sites to Renewable Energy

    Globe Switches over 1,000 Cell Sites to Renewable Energy

    Globe converted more than 1,000 cell sites across the Philippines to renewable electricity as of August 2026, tapping the government-backed Retail Aggregation Program to source clean power for its network infrastructure.

    The company rolled out the purchasing framework in 2025, making it the country’s first telecommunications provider to aggregate decentralized cellular installations under the state power scheme.

    Alongside switching grid-tied stations to green power suppliers, Globe replaced standalone diesel generators at remote towers with hybrid solar photovoltaic installations paired with battery energy storage systems. The storage units rely on lithium-ion and sodium-nickel chemistries, which deliver longer operating lifespans and lower handling risks than conventional lead-acid setups. At facilities where diesel generators remain necessary, the carrier installed automated load management hardware to curb fuel consumption and shorten engine runtime.

    Cutting Operating Costs Across Dispersed Networks

    Power represents one of the largest ongoing expenses for mobile tower operators in Southeast Asia. Operating diesel generation in isolated provincial sites carries steep logistics costs, including transporting fuel across island archipelagos and servicing mechanical engines during extreme weather disruptions. Replacing fuel burning with solar and chemical storage eliminates regular tanker deliveries while protecting operating margins against volatile international oil benchmarks.

    For enterprise users, digital commerce platforms, and branch retail networks operating across the Philippines, base station durability directly determines point-of-sale uptime. Prolonged grid collapses during typhoon seasons regularly knock digital payment terminals, inventory networks, and delivery routing offline. Hybrid generation keeps base stations transmitting during municipal power failures, shielding transaction volumes in provincial commercial hubs from weather-related outages.

    Rival Strategies and Grid Modernization

    Globe is running its off-grid power replacement alongside statutory obligations under the Philippine Energy Efficiency and Conservation Act. Regional telecommunications operators face parallel operational demands, prompting carriers across Southeast Asia to retrofit passive infrastructure or transfer cell site management to independent tower companies that contract clean energy supplies at scale.

    The operational pivot follows years of extreme weather exposure across the Philippine archipelago. Super typhoons frequently sever regional transmission lines, stranding base stations that rely entirely on local utility distributors or limited on-site fuel tanks.

    A major highlight of executing our Net Zero Strategy has been using the government-initiated Retail Aggregation Program. As the first telco in the Philippines to switch cell sites to renewable energy under RAP, converting over 1,000 sites to clean power reinforces our commitment to operational efficiency, network resilience, and disaster readiness.

    Tracking Battery Deployment Across Provincial Sites

    Tower reliability remains an operational pressure point as Philippine consumer transactions migrate to digital channels and mobile wallets. Automated systems installed on the remaining diesel facilities now report fuel draw and operating hours automatically, reducing the frequency of physical maintenance visits across provincial routes.

    The company continues to deploy hybrid battery packs and solar arrays across additional off-grid towers as older generator assets reach retirement. Regulatory filings under the national energy conservation framework will show the exact drop in diesel consumption as more provincial sites complete the equipment switchover.

  • Digicel Activates First Shared Tower with Vodafone in Papua New Guinea

    Digicel Activates First Shared Tower with Vodafone in Papua New Guinea

    Digicel PNG switched on commercial network equipment on a Vodafone PNG tower in Minj, completing the first live co-location under their September sharing pact.

    The installation in Jiwaka Province anchors a push to trim capital expenditure in rugged regional terrain where redundant physical builds erode margins.

    Engineers activated services at the site in the administrative capital of the Anglimp-South Waghi District. Digicel confirmed the launch forms part of a nationwide programme to pool passive structures, with a reciprocal deployment scheduled next in Western Highlands Province.

    Cutting Duplicate Build Costs in the Highlands

    Terrain across Papua New Guinea makes greenfield tower construction punitive. Building access roads, shipping diesel generators, and securing isolated masts routinely push setup costs beyond sustainable commercial returns in rural districts. Sharing passive vertical assets lets both operators stretch coverage without duplicating heavy capital spending.

    By splitting site power, perimeter security, and mast maintenance, operators protect cash flow while defending baseline retail pricing. The model shifts competitive pressure from signal coverage to consumer service quality, data bundle pricing, and digital payment reliability.

    Consolidation Across Pacific Carrier Infrastructure

    The operational launch aligns with a broader structural pivot across Pacific mobile operators. Rather than fighting protracted land-access disputes and absorbing high backhaul overheads alone, domestic telcos are treating base infrastructure as shared utility space.

    Carrier balance sheets benefit directly from reduced recurring operating expenditure. For retail consumers and small businesses operating in regional market centres, shared infrastructure brings network redundancy, preventing total commerce blackouts when a single mast loses generator power or transmission links.

    Three Co-Location Pacts Signed Since July

    The Minj activation delivers on an agreement Digicel PNG and Vodafone PNG concluded in September. That pact followed Vodafone PNG’s infrastructure-sharing and co-location deal with state-owned Telikom PNG in late July.

    Digicel PNG completed the network circle in October by signing its own separate tower-sharing deal with Telikom PNG. The three bilateral contracts establish a functional co-location framework covering all major licensed mobile operators in the country.

    Work now shifts to Baiyer River Local-Level Government in Western Highlands Province, where Vodafone PNG plans to install transmission gear on an existing Digicel mast.

  • India Approves Xavier Niel’s €5.1 Billion Vodafone Stake Acquisition

    India Approves Xavier Niel’s €5.1 Billion Vodafone Stake Acquisition

    The Competition Commission of India on Friday approved French billionaire Xavier Niel’s acquisition of a 16.2 per cent stake in Vodafone Group for approximately €5.1 billion.

    Niel’s family investment vehicle, Vega SAS, bought the holding from Emirates Telecommunications Group, positioning the French executive as the British telecom carrier’s single largest shareholder once the transaction closes.

    Vega SAS operates as a wholly owned subsidiary of French-incorporated Maya SAS. While Vega SAS maintains no direct operating assets in India, the transaction triggered regulatory review due to Vodafone Group’s local joint venture, Vodafone Idea Ltd. Indian merger control regulations mandate clearance for offshore ownership changes that cross statutory revenue or asset thresholds affecting domestic market competition.

    Regulatory Gateways and Domestic Telecom

    The transaction required formal sign-off because Vodafone Idea remains one of India’s three primary private mobile network operators. Any shift in ultimate ownership among its primary foreign backers draws regulatory scrutiny over domestic market structure, spectrum stewardship and corporate control.

    Niel founded French telecommunications group Iliad, which disrupted continental Europe through low-cost mobile contracts and bundled broadband packages. Bringing an aggressive telecom operator into Vodafone’s apex ownership structure introduces a distinct operating philosophy to a carrier balancing heavy capital outlays across its global network.

    Divestments and Portfolio Consolidation

    Vodafone Group has spent recent years unwinding underperforming European operations to cut debt. The group agreed to exit operations in Italy and Spain, sold its 50 per cent stake in a Dutch joint venture, and pursued a merger with Three to form the largest mobile operator in the United Kingdom.

    Those portfolio sales narrowed Vodafone’s geographic focus while leaving its emerging market holdings under persistent capital pressure. India represents Vodafone’s most complex exposure, where Vodafone Idea continues to balance legacy government dues against the need for network equipment upgrades.

    Agreement Terms and Indian Clearances

    The stake purchase formalises an arrangement struck in July, when Vega SAS entered into a binding deal with Emirates Telecommunications Group to take over the position. Emirates Telecommunications had built its holding over successive market purchases before agreeing to transfer the block to Niel’s investment vehicle.

    Alongside the Vodafone decision, the Competition Commission cleared corporate acquisitions in renewable energy and infrastructure. The regulator approved Aditya Birla Renewables’ purchase of Solenergi Power from Shell Overseas Investment BV, alongside Adani Energy Solutions’ full buyout of IntelliSmart Infrastructure from the National Investment and Infrastructure Fund and Energy Efficiency Services Ltd.

    Completion of the transaction now rests on final closing procedures between Vega SAS and Emirates Telecommunications Group following the clearance.