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Tag: 5G

  • China’s 5G investments may be slowing

    China’s 5G investments may be slowing

    While China is certain to be one of the world’s largest 5G markets and has been spending heavily to gain an early lead in 5G adoption, there are signs that 5G momentum is slowing down in the market.

    This was one of the conclusions of a new report from IDTechEx Research on the 5G technology market forecast for the next 10 years.

    The report found that China’s big three operators China Mobile, China Telecom and China Unicom have all announced 5G capex budgets that are lower than expected.

    China Unicom plans to spend between 6 billion yuan ($893.3 million) and 8 billion yuan on 5G in 2019, while China Telecom has allocated 9 billion yuan. While market leader China Mobile has not disclosed its projected 5G spending, the report forecasts that its spending will be in the region of 17 billion yuan.

    The total 5G capex budget allocated in China (34 billion yuan) for 2019 is therefore significantly lower than the projected 50 billion to 100 billion yuan.

    Factors behind the lower than expected spending include greater activity to upgrade 3G networks to 4G, falling per-subscriber revenue and the uncertainty over whether 5G investments will generate returns, the company said.

    Based on slower than expected 5G deployment schedules, the total contribution of 5G for the telecoms sector could be reduced from the projected $200 billion by 2029 to $160 billion.

    But operators are projected to invest around $200 billion to $350 billion for 5G development from 2020 to 2030.

     

  • Apple could end up buying 5G modem chips from unlikely sources

    Apple could end up buying 5G modem chips from unlikely sources

    You might know that Huawei manufacturers handsets and networking equipment. At the end of last year, it was the third largest smartphone company in the world and the top provider of networking gear. What you might not know is that Huawei designs its own chips. Its Hi-Silicon unit created the Kirin 980 SoC which is currently found powering up the Huawei Mate 20 Pro and the Huawei P30 series. It also will be used to drive the foldable Huawei Mate X. While Huawei designs the chips, they are actually manufactured by TSMC.

    Now as we discussed yesterday, Apple is relying on Intel to have its XMM 8160 5G modem chip ready in time for its 2020 iPhone models. There are conflicting reports about whether Intel will deliver the component in time, and as a result, we have seen rumors that a 5G iPhone might not surface until 2021. Intel says that it will be shipping the chip later this year, but just in case there is a problem, Apple has found an unlikely friend in Huawei.

    Huawei would consider selling its 5G Balong 5000 modem chips to Apple. The report cites a source who has “knowledge of the situation.” This is an unusual thing for Huawei to do considering that an executive said earlier this year that “Balong is mainly for supporting Huawei’s smart products, such as phones and IoT products, and is currently for Huawei’s internal use only.” It also seems strange considering that Huawei is looking to leapfrog over both Apple and Samsung to become the global leader in smartphones by 2020.

    Apple could turn to Qualcomm, but that is unlikely to happen since both firms have been squaring off in court over patent infringements, antitrust claims, and royalty payments, In fact, a week from today a courtroom in San Diego will host a multi-billion dollar trial between Apple, its contract manufacturers like Foxconn and Wistron, and Qualcomm. At stake are unpaid royalties amounting to billions of dollars. Qualcomm CEO Steve Mollenkopf said back in November that his company was “on the doorstep” of resolving its differences with Apple; we now know that this was not the case.

    While it seems that Huawei would be “open” to selling Apple its 5G modem chips, the other side of the equation is whether the gang in Cupertino would be willing to buy them. During the FTC v. Qualcomm case, Apple supply chain executive Tony Blevins testified that Apple was considering the use of 5G modem chips from Samsung or MediaTekfor the iPhone. Even though Apple currently uses only Intel modem chips for its handsets, Blevins talked on the stand about “Project Antique.” This was Apple’s attempt to find a second supplier to provide it with modem chips. As Blevins noted, “No offense to (Intel) but we don’t want to be single supplier with them. We wanted both Qualcomm and (Intel) in the mix.”

    Huawei’s Balong 5000 modem chip supports both mmWave and sub-6GHz 5G networks. It also is compatible with 4G LTE, 3G, and 2G networks. The important thing about using Huawei’s modem chip is that Apple could get its hands on it earlier than Intel’s chip and have more time to test a 5G iPhone. The Balong 5000 5G modem chip will debut on Huawei’s first phone to support the next generation of wireless connectivity. That device happens to be the foldable Mate X.

    Apple wouldn’t be the only one in such a partnership to benefit. Huawei would get to widen the use of its chips beyond its own devices, and you can just imagine how much revenue would flow into the company’s coffers. It also might play well in China after U.S. government attacks on Huawei have led some Chinese consumers to unofficially boycott Apple products.

    There is a huge unknown here, and that is how the Trump administration might react. Huawei is considered a threat to U.S. national security and allies have been warned not to use Huawei’s networking gear to build out 5G networks. That’s because the law in China requires a company like Huawei to gather intelligence if requested to do so. Considering that we are talking about the modem chip, a major component in communicating voice and data, there are bound to be concerns about the use of Huawei’s component inside the iPhone.

  • Mobitel to invest $50m in 5G this year

    Mobitel to invest $50m in 5G this year

    Sri Lankan national mobile service provider Mobitel has revealed plans to invest $50 million this year to deploy a 5G network and upgrade its network infrastructure.

    The operator, a wholly-owned subsidiary of Sri Lanka Telecom, has commenced 5G trials ahead of a planned rollout.

    While Sri Lanka was the first country in South Asia to introduce 3G and 3.5G technology, Mobitel does not expect it to be the first to introduce 5G, the report states.

    Meanwhile Mobitel has been investing heavily to upgrade its 3G network to 4G, having spent around $100 million to convert around 100 3G base stations. The operator plans to continue the 4G upgrade, with plans to soon switch off its 3G network.

    Mobitel has now invested around $600 million over its 25 year history. But despite heavy investments and foreign exchange losses, the company managed to increase its revenue by around 10% last year.

    Mobitel is the second largest mobile operator in Sri Lanka after Dialog Axiata, with around 22.6% market share.

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  • 5G Apple iPhone likely to appear next year

    5G Apple iPhone likely to appear next year

    With several Android manufacturers releasing 5G enabled phones this year (and technically the Moto Z3 with the 5G Moto Mod is the first), Apple iPhone users might wonder when they will have the opportunity to buy a 5G iPhone. We don’t expect it to happen this year, and one analyst said earlier this month that it won’t happen next year either. Timothy Arcuri, who hangs his hat at the Union Bank of Switzerland (UBS), believes that Intel won’t have its 5G modem chip available in time for Apple to introduce a 5G phone in 2020.

    Sure, Apple could turn to Qualcomm to provide it 5G modem chips, but the two firms have been battling each other in court over numerous issues ranging from patent infringement to anti-trust violations. A new trial will start soon in San Diego with Apple and its contract manufacturers seeking billions of dollars from the chip maker. Besides, Qualcomm reportedly refused to sell its 4G LTE modem chips to Apple for the iPhone XS and iPhone XR.

    Those familiar with the situation say that Intel has been missing deadlines as it develops the XMM 8160 5G modem chip. In order for Apple to unveil a 5G iPhone next September, Intel would have to deliver sample parts to Cupertino early this summer and a final version of the chip’s design by early next year. But Intel says that it is fully capable of delivering its 5G modem chip to Apple in time for a 5G iPhone to be launched in 2020.

    Last November, Intel said that it expected to start shipping the XMM 8160 5G modem chip during the second half of this year, and it would appear as though no changes have been made to those plans. In a statement emailed to Fast Company, Intel wrote, “As we said in November 2018, Intel plans to support customer device launches in 2020 with its XMM 8160 5G multimode modem.”

    From 2011-2015, Apple used only Qualcomm modem chips for the iPhone. In 2016 and 2017, both Qualcomm and Intel supplied Apple with modem chips for the iPhone. Last year, with Apple and Qualcomm suing each other, Apple stuck with Intel for the part and expects to do the same this year. Apple is known to be a rather demanding customer (Intel has had three project managers handle its modem business with Apple thus far), and the profits from selling Apple these chips is not overwhelming. But Intel needs the revenue to justify the expense of building 10nm and 7nm fabrication platforms in order to keep up with TSMC. The Intel 7560 modem chips used on the 2018 iPhone models were manufactured using the 14nm process. This means that newer modem chips will contain more transistors than older versions, allowing them to have improved performance and consume less power. But this can also backfire as far as Intel is concerned. As part of its deal with Intel, Apple gets to be first in line to have its chips roll off the assembly line. That means other chip orders that might be more profitable to Intel must wait until Apple’s order is completed.

    Other chip makers like Samsung and MediaTek are apparently not being considered. UBS’ Arcuri says that if Intel’s chip isn’t ready for next year as he believes, neither company would be able to fulfill the order in time to deliver the goods for 2020. Meanwhile, rumors that Apple is designing its own 5G modem chips are apparently true. The company reportedly has 1,000 to 1,200 engineers developing such a component. Additionally, Apple has allegedly hired RF engineers from both Qualcomm and Intel who are said to be toiling away in San Diego. Any modem chip designed by Apple would have to be manufactured by a company with production capabilities like TSMC or Samsung. A self-designed 5G modem chip for the iPhone would probably not be found on the device until 2021 at the earliest.

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  • Samsung launches its first 5G smartphone

    Samsung launches its first 5G smartphone

    To coincide with Friday’s launch of commercial 5G services by South Korea’s major mobile operators, Samsung has launched its first 5G smartphone.

    The Samsung Galaxy S10 5G, which is currently exclusively available for purchase in South Korea, has been designed to support speeds of up to 2Gbps download and 150Mbps upload by taking advantage of 5G features including 4X4 MIMO and up to seven-carrier aggregation.

    The device also supports Wi-Fi speeds of up to 1.2Gbps symmetrical by incorporating the latest Wi-Fi standards.

    It sports a 6.7-inch dynamic AMOLED display with an edge-to-edge screen, a hexa camera equipped with a neural processing unit and a 4,500mAh battery with Fast Wireless Charging 2.0 capability.

    Samsung has meanwhile announced that its 5G multi-mode chipsets are now in mass production for premium mobile devices.

    The three chips in the Exynos range, including a single-chip tranceiver, modem and supply modualator solution, are capable of supporting 5G new radio sub-6 GHz spectrum and legacy radio access technologies.

    “Samsung has been an innovator in mobile communication technologies with a strong portfolio of market-proven solutions, and we are well-prepared to extend our leadership into 5G,” Samsung Electronics president of System LSI Business Inyup Kang said.

    “Our multi-mode solutions… will together enable powerful yet energy-efficient 5G performance along with the network versatility that allows users to stay connected wherever they are.”

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  • Mobility driving China’s economic growth

    Mobility driving China’s economic growth

    China’s mobile ecosystem added 5.2 trillion yuan ($750 billion) in value to the country’s economy in 2018, according to a new GSMA report.

    Mats Granryd, director general of the GSMA says the report confirms how China’s mobile industry has been a key driver of economic growth, inclusion and modernization – creating a new generation of digital consumers and transforming industry and society.

    Grandryd says China’s mobile operators will invest a further 401 million yuan with the rollout of 5G.

    Numbers speak volumes

    • China is the largest mobile market in the world with 1.2 billion unique mobile subscribers at the end of 2018, about 82% of the country’s population;
    • 69% of mobile connections in China are smartphones, with smartphone adoption expected to reach 88% by 2025;
    • 4G networks cover 77% of China’s connections peaking in the coming years before falling as consumers migrate to 5G services;
    • By 2025, there will be 460 million 5G connections – this will, however, only account for 28% of China’s total network connection;
    • By 2023, mobile connection will contribute 6 trillion yuan to the economy, up from 5.2 trillion yuan in 2018;
    • China’s mobile ecosystem directly and indirectly supported 8.5 million jobs in 2018 and contributed 583 yuan in tax revenue;
    • The number of licensed cellular IoT connections in China stood at 672 million at the end of 2018, supporting various industrial and smart cities applications.

     

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  • Dtac, CAT, TOT to collaborate on 5G testbeds

    Dtac, CAT, TOT to collaborate on 5G testbeds

    Thai state owned operators TOT and CAT Telecom and privately-owned operator Dtac will collaborate on the development of 5G testbeds in the nation.

    The operators have signed a public-private partnership agreement to conduct both laboratory and live testing of 5G use cases at the 5G testbeds at Chulalongkorn University and the Eastern Economic Corridor.

    Applications due to be tested will focus on applications including smart farming, smart cities and environmental management.

    Specifically, TOT will test smart poles for smart city applications, CAT Telecom will trial 5G equipped air pollution sensors, and Dtac plans to test 5G connected drones to support real-time precision farming.

    The report cites Dtac CEO Alexandra Reich as noting that collaboration with vertical industries including co-investments will be essential for securing the resources required to pay for 5G infrastructure development.

    Meanwhile Dtac is urging the government to develop a clear 5G spectrum roadmap encompassing high, mid and low band spectrum, and including a clear allocation timeline, in order to support the industry’s preparations for the launch of 5G in Thailand.

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  • Shanghai launches 5G trial district

    Shanghai launches 5G trial district

    The City of Shanghai has launched 5G trials in the Hongkou district, which also has the distinction of having a gigabit broadband network.

    The 5G trial, backed by China Mobile, involves providing full coverage of the district.

    During a commencement ceremony for the trial, a 5G video call was placed using the Huawei Mate X foldable 5G smartphone.

    The city plans to deploy over 10,000 5G base stations by the end of the year, and over 30,000 by 2021.

    As part of the trials, the city also plans to provide support for over 100 companies developing 5G-related application scenarios.

    The wide-scale trial follows Huawei’s deployment of trial 5G services at Shanghai’s Hongqiao Railway Station in February.

    Other Chinese cities are also investing in taking an early lead with 5G deployments, including Chengdu in the Sichuan province and Wuhan in Central China.

    The latter city has deployed a trial 5G network encompassing over 100 5G base stations to explore developments in autonomous vehicles, drones and satellite-based positioning, the report states.

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  • Dialog Axiata announces 5G pilot service

    Dialog Axiata announces 5G pilot service

    Sri Lanka’s Dialog Axiata has launched what it says is South Asia’s first fully standards based 5G pilot service in collaboration with Huawei.

    The successful demonstration involved the use of the operator’s Huawei-based RAN and core network with the most current 5G non-standalone architecture to transmit data to a 5G smartphone.

    Dialog Axiata group chief executive Supun Weerasinghe said the trial marks another step towards the operator’s introduction of 5G in the region. The operator has to date upgraded over 20% of its base stations to support Massive MIMO technology, giving them 5G ready status.

    “The success of South Asia’s first demonstration of a mobile 5G service is yet another milestone following our launch of a fully functional pre-commercial 5G network and builds on our significant investments into high speed broadband network infrastructure in Sri Lanka,” he said.

    “Dialog will continue to deliver on its promise of delivering the future today by leveraging the unique capabilities of 5G technology, to spearhead the country’s transformation into a regional technology hub.”

    Dialog Axiata launched its pre-commercial 5G network at the end of last year, demonstrating South Asia’s first fully functional and standards compliant 5G transmission using commercial grade base stations.

  • Huawei profit grows 25.1% Last Year

    Huawei profit grows 25.1% Last Year

    Huawei has reported a solid 25.1% increase in net profit for 2018 despite the continuing political challenges the vendor has been facing in the US and other markets.

    The Chinese vendor reported a net profit for the year of 59.3 billion yuan ($8.83 billion), on the back of a 19.5% increase in revenue to 721.2 billion yuan.

    Sales in the vendors’ core carrier business declined slightly to 294 billion yuan, but consumer business revenue surged 45.1% from 2017 to reach 348.9 billion yuan as Huawei carved out a higher share of the global smartphone market.

    Enterprise revenue also grew 23.8% to 74.4 billion yuan, due to demand for the company’s cloud, big data, AI and IoT solutions.

    Commenting on the results, Huawei rotating chairman Guo Ping appeared confident that the company can weather the impact of decisions by regulators in markets including the US, Australia and New Zealand  to restrict the vendor from providing equipment to segments of their respective markets over national security concerns.

    “Through heavy, consistent investment in 5G innovation, alongside large-scale commercial deployment, Huawei is committed to building the world’s best network connections,” he said.

    “Throughout this process, Huawei will continue to strictly comply with all relevant standards to build secure, trustworthy, and high-quality products. As we work towards this goal, we have been explicitly clear: Cyber security and user privacy protection are at the absolute top of our agenda.”

    He added that the company is “confident that the companies that choose to work with Huawei will be the most competitive in the 5G era, and countries that choose to work with Huawei will gain an advantage for the next wave of growth in the digital economy.”

  • China Mobile Hong Kong holds 5G experience showcase

    China Mobile Hong Kong holds 5G experience showcase

    China Mobile Hong Kong (CMHK) and property company Sino Group have jointly held what they are calling Hong Kong’s first in-mall 5G experience showcase at the Olympian City 2 mall.

    The Future is Now 5G Experience Showcase, which was held over four days ending yesterday, comprised six experience zones intended to introduce ad demonstrate 5G technology.

    These zones were based around concepts including autonomous vehicles, smart glasses and a machine that purports to be unbeatable at janken (also known as rock paper scissors) by using 5G leased lines and a sensory system to detect gestures as they are thrown.

    Other zones highlight the speed improvement between 4G and 5G, the potential of 5G technology in smart city development and a start-up exhibition based on IoT technology.

    “Out of Hong Kong’s many mobile carriers, CMHK is the first network provider to receive the 5G trial permit, and has succeeded in engineering Hong Kong’s first end-to-end 5G network testing as well as the first Commercial Equipment Field-Testing of 28GHz 5G base stations,” CMHK chairman Dr Li Feng said.

    “In the future, CMHK will continue to adhere to the concept of ‘4G changes lives, 5G changes society’ by presenting “5G+ Project” in three agendas: firstly, to complement the existing 4G network with 5G infrastructure; to promote 5G with new networking technology; and develop more comprehensive 5G ecosystems to maximize the value of 5G.’

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  • EU-wide security approach planned for 5G

    EU-wide security approach planned for 5G

    The European Commission (EC) has outlined plans to establish a common European Union approach to the security of 5G networks.

    The EC has recommended a series of operational steps and measures aimed at ensuring a high level of security of 5G networks across the EU.

    The recommendations for EU member states include legislative and policy measures designed to protect the nations’ economies, societies and democratic systems.

    As part of the program, the EC has recommended that each member state complete a national risk assessment of 5G network infrastructures by the end of June.

    Member states have also been urged to update their respective security requirements for network providers and include conditions for ensuring the security of public networks, especially when granting 5G spectrum licenses.

    At the EU level, the Commission and the European Agency for Cybersecurity (ENISA) has been tasked with completing a coordinated risk assessment by the start of October, which will be used to help member states agree to a set of mitigating measures that can be used at a national level.

    “Protecting 5G networks aims at protecting the infrastructure that will support vital societal and economic functions – such as energy, transport, banking, and health, as well as the much more automated factories of the future,” commented European Commissioner in charge of the digital economy and society Mariya Gabriel.

    “It also means protecting our democratic processes, such as elections, against interference and the spread of disinformation.”

  • ZTE swings back to black in Q1

    ZTE swings back to black in Q1

    ZTE expects to have swung back to profit in the first quarter, after reporting an annual loss in 2018 as a result of the temporary ban on its import of components from US vendors.

    The Chinese vendor estimates a net profit for the first quarter of 800 million yuan ($118.9 million) to 1.2 billion yuan, which compares to a profit of 1.69 billion yuan in the first quarter of 2018.

    The first quarter results are nevertheless an improvement on the 6.98 billion yuan ($1.04 billion) loss the company recorded for the full year 2018.

    ZTE blamed its performance on the impact of the ban on the import of components from US companies imposed by the US government due to ZTE allegedly violating US sanctions on Iran by conspiring to sell equipment with US components in the market, as well as the $1 billion settlement agreement ZTE reached to have this ban overturned.

    Revenue for the year  meanwhile fell 21.4% to 85.51 billion yuan despite signs of recovery in ZTE’s major businesses of wireless networks, wireline networks and mobile devices.

    ZET has meanwhile announced it has been intensifying its investment in 5G research and development.

    The company has so far submitted more than 7,000 5G standard proposals and 3,000 5G patent applications to international organizations, and has declared over 1,200 standards of 5G standard-essential patents to the European Telecommunications Standards Institute (ETSI).

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  • The Razer Phone 3 delayed because of 5G

    The Razer Phone 3 delayed because of 5G

    Most of Razer’s mobile division staff were either relocated or laid off last month, sparking speculation that the brand’s next smartphone may have been canceled. Last week, though, a report claimed that Razer had simply delayed its next-gen device and now the reason for this may have been revealed.

    In a recent interview with Engadget, Razer CEO Min-Liang Tim suggested that buying a gaming smartphone right now may not be the best idea. He believes that gamers looking to purchase a device this year will “want to buy a 5G phone,” but purchasing one now means that there’s “no network to use it on.”

    In the eyes of Razer, this essentially makes the higher price that 5G smartphones command unjustifiable at the moment. It also means that there’s less demand for 4G-ready gaming smartphones because consumers are waiting for 5G alternatives to become widely available.

    Like its predecessors, the Razer Phone 3 wasn’t expected to arrive until mid-October or early November. But considering Razer’s current view on 5G networks, the smartphone now probably won’t make its debut until early 2020. By then, 5G networks should be up and running across the globe and there should be sufficient demand for such a device.

  • Docomo to expand overseas 5G trials

    Docomo to expand overseas 5G trials

    Japan’s NTT Docomo has arranged with partners in the US, Israel and Japan to collaborate on 5G trials in Guam, with the aim of verifying 5G-compatible systems and equipment for business solutions.

    Under the collaboration, NTT Docomo will provide the 5G test network, while solution partners will provide 5G-based products and services for use by testing by local field partners.

    These field partners comprise the electricity utility Guam Power Authority, the University of Guam, local wedding services provider ARLUIS Wedding Guam and United Airlines Guam.

    The Guam Power Authority will test 5G VR training solutions provided by Israel’s Humaneyes Technologies, as well as 5G monitoring with AI technology developed by Aegis Systems.

    The University of Guam office of IT will test a 5G AI-based robot system for identifying examinees from PLEN Robotic, and 5G monitoring with AI technology from US-based Smart Home Sentry.

    ARLUIS Wedding Guam will test a 5G multi-screen video live streaming solution from AMATELUS, while the United Airlines Guam Marathon Organizer will test a series of 5G drones, tourism, sports photo upload and 5G robotics solutions.

    Docomo also announced that it has opened a new 5G Open Lab in Guam, its first center outside of Japan for testing and verifying 5G technologies.

    A number of Japanese and overseas companies have already announced an intention use the facility to collaborate on cross-border 5G testing in partnership with Docomo.

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