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Tag: Telecoms

  • 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.

  • 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.

  • 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.

  • StarHub Buys MyRepublic Mobile Business to Deepen Network Control

    StarHub Buys MyRepublic Mobile Business to Deepen Network Control

    StarHub agreed to acquire the mobile business of MyRepublic on Oct 8, taking full ownership of the virtual operator across Singapore.

    The transaction gives the carrier complete control of MyRepublic’s subscriber base after buying its broadband operations in August 2026.

    Under the agreement, MyRepublic Mobile will continue operating as a standalone consumer brand without job cuts. Its 4G customer base, which previously ran on M1’s infrastructure, is transferring to StarHub’s network. Existing subscribers will stay on their current tariffs and contracts without service interruption.

    Network migration and brand continuity

    Buying the mobile arm resolves the split ownership created when StarHub took over MyRepublic’s fixed-line broadband unit two months earlier. The carrier is absorbing traffic onto its proprietary radio access network, cutting external wholesale wholesale fees and consolidating customer accounts under one roof.

    For consumer retail, the multi-brand strategy keeps budget-conscious shoppers from defecting to rivals. StarHub runs its primary postpaid brand alongside lower-cost alternatives, including its digital budget service eight, which took over subscribers from MVNO redOne earlier this year.

    Margin squeeze across city-state carriers

    Singapore’s mobile market remains one of the most price-competitive in Southeast Asia, squeezing operating margins across all network operators. StarHub reported a 10.5 percent drop in mobile service revenue to $245.3 million for the first half ended June 30, down from $274.1 million a year earlier.

    Profitability took a sharper hit. StarHub’s underlying net profit, excluding its cybersecurity unit Ensign, fell 76.1 percent to $12.4 million from $51.9 million, based on calculations by CGS International analyst Prem Jearajasingam. Incumbent rival Singtel recorded a 3.1 percent dip in Singapore first-quarter operating revenue to $901 million, pointing to heavy discounting across mobile plans.

    Virtual operators face consolidation pressure

    Independent mobile virtual network operators lack the balance sheets needed to fund infrastructure upgrades and fifth-generation wireless rollouts. Without physical cell sites, these resellers rely on wholesale capacity agreements that leave little room for profit during sustained price wars.

    Large carriers are using acquisitions to strip out duplicated overhead and direct cash flow into central network hardware. Defending capital expenditure requires larger subscriber pools, pushing small resellers to exit independence or fold into network owners.

    Next steps in carrier realignment

    The MyRepublic absorption forms part of a broader contraction among Singapore telcos. In September, StarHub and Keppel confirmed ongoing discussions regarding a potential transaction involving mobile network operator M1.

    “With ongoing consolidation, we are bringing greater scale to invest more effectively in the networks, resilience and innovation that Singapore will increasingly depend on,” said Nikhil Eapen, chief executive officer at StarHub.

    Regulators and investors are now monitoring the progress of talks between StarHub and Keppel over M1, where a formal structure or definitive agreement is expected in upcoming corporate filings.

  • Beeline Kazakhstan Launches Starlink Direct-to-Cell Service for 11.8 Million Users

    Beeline Kazakhstan Launches Starlink Direct-to-Cell Service for 11.8 Million Users

    Beeline Kazakhstan rolled out commercial satellite-to-mobile connectivity with Starlink on October 5. The launch gives its 11.8 million subscribers messaging access in dead zones without specialized equipment.

    The service connects standard, compatible smartphones directly to low-Earth-orbit satellites. Coverage spans Kazakhstan’s 2.7 million square kilometers of territory.

    How Direct-to-Cell Connectivity Operates

    Standard smartphones link straight to Starlink satellites once users travel beyond terrestrial base station reach. Customers need no external antennas, satellite handsets, or add-ons to connect.

    Subscribers activate and manage the feature through Janymda, Beeline Kazakhstan’s consumer application. It works via line-of-sight satellite links across remote highways, steppe corridors, and mountainous terrain where ground networks are absent or disabled by adverse weather.

    Messaging and selected app access are free of charge during an initial commercial promotional window.

    Network Economics and Rural Coverage Shifts

    Building terrestrial towers across sparsely populated land carries high capital costs and low average revenue yields. By routing rural dead-zone traffic through satellite links, mobile operators avoid laying fiber and powering standalone remote base stations in harsh climates.

    Logistics fleets and consumer tech users on Central Asian trade routes gain failover protection without buying satellite handsets. The service also secures an emergency fallback during network outages caused by natural disasters.

    Hardware Limits and Handset Compatibility

    Bandwidth limits keep this initial phase confined to text messaging and select data-light applications. Voice and high-speed data transmission depend on future satellite payload upgrades and device radio capabilities.

    Indoor reception remains zero without open sky. Handset users inside dense urban canyons or thick indoor structures will receive no satellite signal without a clear line of sight.

    Agreements and Development Timeline

    Official talks during President Kassym-Jomart Tokayev’s visit to the United States in 2025 set up the rollout. Following that trip, Beeline Kazakhstan and the Ministry of Artificial Intelligence and Digital Development signed a formal cooperation memorandum with Starlink in November 2025.

    Technical trials began in December 2025 to verify direct handoffs between satellite transceivers and standard consumer chipsets across rural regions. Kazakhstan became the first Central Asian nation to transition the technology from testing to live consumer service.

    Jabbor Kayumov, CEO of Beeline Kazakhstan, said: “This was a real team effort and close collaboration with the Ministry of Artificial Intelligence and Digital Development and with Starlink Mobile to get the technology right for our market. We’re proud to be the first operator in Kazakhstan to bring Starlink Mobile to market, helping people stay connected when it matters most.”

    Next Steps for Regional Rollout

    Parent group VEON operates mobile networks across five countries covering a total base of 150 million connectivity subscribers and 228 million digital users. The carrier tracks network performance in Kazakhstan before evaluating rollouts across its other Central and South Asian operating units.

    Beeline Kazakhstan will review customer uptake figures and data usage patterns on the Janymda platform before setting commercial tariff pricing at the close of the promotional term.

  • Amazon Leo Partners with Uztelecom to Expand Satellite Internet in Uzbekistan

    Amazon Leo Partners with Uztelecom to Expand Satellite Internet in Uzbekistan

    Amazon Leo has partnered with Uzbekistan’s Uztelecom to expand satellite internet connectivity to remote and hard-to-reach areas of the country later this year.

    Under the agreement, Uztelecom subsidiary UZ-SAT will serve as an authorized distributor, using Amazon Leo’s satellite constellation to deliver broadband where deploying terrestrial infrastructure is difficult or costly.

    Tapping satellite capacity for hard terrain

    Uztelecom currently provides connectivity to 96 percent of communities in Uzbekistan, operating more than 378,000 kilometers of fiber-optic infrastructure and serving more than 13 million users.

    Low Earth orbit satellites connect to ground gateway antennas and private terrestrial fiber to run the network. Hardware comes in three tiers: the compact Leo Nano, the standard Leo Pro, and the high-throughput Leo Ultra.

    Fleet deployment and rollout schedule

    Crews have put nearly 400 satellites into orbit toward a planned constellation exceeding 3,000 spacecraft. The network operates under private preview testing with internal staff and select enterprise clients before initial commercial activations begin in selected territories later this year.

    Working with Amazon Leo will enable us to expand connectivity options in areas where the deployment of traditional terrestrial infrastructure is limited

    Bakhrom Azimov, general director of UZ-SAT, confirmed the arrangement.

    Central Asian network competition

    For regional telecoms, integrating non-terrestrial networks removes the heavy capital expenditure required to lay long-haul fiber across sparsely populated territory. Partnering with state-backed incumbents also prevents friction with regional regulators and state monopolies.

    Hardware affordability and bandwidth allocation present the main commercial risks. Satellite terminal pricing and subscription fees often exceed local wireline rates. UZ-SAT will target enterprise logistics, mining sites, and public sector outposts to recoup deployment costs.

    Digital transformation timeline

    Officials signed the agreement in Tashkent during the 5th Tashkent International Investment Forum on the opening day of ICT Week Uzbekistan 2026. Securing foreign network infrastructure investments remains a government priority to expand the domestic digital economy.

    Amazon Leo is preparing to accelerate satellite manufacturing and launch operations to double its annual mission cadence. Initial regional commercial activations will begin before the end of 2026.

  • StarHub and Keppel Open Talks over M1 to Shrink Singapore Telco Market

    StarHub and Keppel Open Talks over M1 to Shrink Singapore Telco Market

    StarHub and Keppel confirmed on Sept 23 that they are in active discussions over a potential transaction involving mobile network operator M1 in Singapore. If completed, the deal will reduce the city-state’s mobile network operators from four to three, subject to approval from the Infocomm Media Development Authority.

    Keppel holds a majority stake in M1 and stated in bourse filings that consolidation is necessary for Singapore’s mobile sector. Shares in StarHub climbed to a peak of 1.15 Singapore dollars on Sept 24 before finishing the week at 1.12 Singapore dollars, while Keppel shares peaked at 11.45 Singapore dollars before closing at 11.30 Singapore dollars on Sept 25.

    Consolidation talks after failed Simba bid

    M1 returned to the negotiating table after an earlier 1.4 billion Singapore dollar takeover attempt by Simba Telecom collapsed in May. The telecom regulator suspended its review of that transaction after discovering Simba had used radio frequency bands outside authorised parameters to deliver mobile services.

    Simba, owned by Australian-listed Tuas, confirmed the breach on Sept 23 during an investor call. Company secretary Tony Moffatt stated that the operator used spectrum outside the conditions set by the regulator, effectively ending its pursuit of M1 and opening room for StarHub to step in.

    Market share pressure and network costs

    Singapore’s mobile market remains one of the most crowded in Southeast Asia relative to population size, putting persistent pressure on average revenue per user. Combining StarHub and M1 would consolidate subscriber bases, eliminate duplicate 5G capital expenditure, and leave Singtel and Simba as the remaining standalone mobile competitors.

    Carriers across the region face similar rationalisation pressures as high infrastructure spending collides with mature consumer adoption. The primary hurdle for any StarHub and M1 combination will rest with competition regulators, who must weigh lower industry overhead against diminished price competition for retail mobile contracts.

    Executive buying steadies Grab after Atome deal

    Tech and consumer platforms in the city also saw major capital moves during the week. Grab chief executive Anthony Tan purchased roughly 30 million US dollars in company shares, while president Alex Hungate bought about 867,000 US dollars in stock on Sept 21 following a sharp sell-off.

    Grab stock had dropped to a three-year low of 2.74 US dollars on Sept 18 after the company unveiled a 1.49 billion US dollar acquisition of a 60 per cent stake in buy-now-pay-later specialist Atome Financial. The transaction includes terms to acquire the remaining 40 per cent around the third quarter of 2027, which could value Atome at up to 4.5 billion US dollars. The executive purchases helped lift Grab shares 10.6 per cent across the week to close at 3.13 US dollars on Sept 25.

    Stricter corporate disclosures set for 2027

    Corporate governance requirements across Singapore’s capital markets will tighten under new rules announced by the Singapore Exchange Regulation on Sept 23. Starting Jan 1, 2027, all listed issuers must publish dedicated investor relations policies detailing direct investor communication channels.

    Annual reports will also require clear explanations of the specific factors determining executive director and chief executive pay, along with explicit statements on dividend policies. Companies that elect not to pay dividends will have to disclose their formal reasons for withholding distributions to shareholders.

    The benchmark Straits Times Index ended Sept 25 at 5,711.12, supported by gains across the local banking sector. Attention in the telecom sector now shifts to formal structure filings from StarHub and Keppel, alongside the regulator’s response to the proposed combination.

  • Digital Realty and BW Digital to Build 1.6 Pb/s Subsea Cable Linking Singapore and Batam

    Digital Realty and BW Digital to Build 1.6 Pb/s Subsea Cable Linking Singapore and Batam

    Digital Realty executives outlined plans this week to expand distributed digital infrastructure across the Asia-Pacific region, connecting core hubs in Singapore with growing capacity markets in Indonesia and Malaysia.

    Developed with BW Digital, the Nongsa-Changi Cable System will deliver more than 1.6 petabits per second of capacity. The line connects Singapore’s SIN12 data center directly to Batam’s NDP1 facility with a targeted latency of less than two milliseconds.

    Digital Realty’s Wilfried Dudink and Govind Choudhary noted that subsea connectivity is becoming integral to artificial intelligence deployments as operators split localized inference from large model training across regional hubs.

    Splitting Training From Inference

    Workload requirements have split sharply over the past two years. Training foundational models demands contiguous megawatts of power and heavy cooling capacity. That creates bottlenecks in land-constrained cities. Inference tasks, by contrast, must sit beside enterprise users and sovereign data stores to prevent latency.

    New software frameworks like Nvidia NeMo support model training across physically separated sites. This turns subsea optical lines into direct extensions of internal data center architecture. Digital Realty is adding fiber density to feed these distributed pipelines. Its KUL10 facility in Malaysia now hosts over 6,000 cores of long-haul and regional fiber.

    As capacity develops across Southeast Asia, we increasingly see Singapore serving as a connectivity and governance hub for the region, hosting latency-sensitive and sovereign workloads in the city-state while neighboring markets provide greater capacity for larger compute and AI need.

    Subsea Links Shift Border Economics

    Landing agreements and cross-border latency targets are reshaping industrial land values. Johor in southern Malaysia and Indonesia’s Riau Islands have absorbed billions of dollars in campus commitments. Hyperscalers want cheaper land and faster utility approvals. Still, isolated compute parks face severe limits without low-latency ties back to Singapore.

    Enterprise buyers and regional logistics groups now face altered vendor choices. Companies building automation tools cannot rely on distant data centers without lag. Sub-two-millisecond links to Batam and multi-fiber routes to Kuala Lumpur solve this problem. Tenants can maintain compliance within national borders while tapping shared regional models.

    Operational risk now clusters along busy maritime corridors. Routes through the Malacca Strait and Singapore Strait face dense ship traffic. Cable armoring, diverse routing, and rapid repair access have become critical commercial factors for operators promising uptime.

    Enterprise Constraints Across APAC

    Urgency is mounting as corporate IT budgets shift from pilot trials to production systems. Operators must supply liquid-cooled racks for high-density hardware. Older raised-floor sites cannot handle these power draws.

    Digital Realty survey data covering 2,131 global technology leaders shows 40 per cent view physical infrastructure shortages as their primary roadblock, up from nine per cent in 2024. The study found 88 per cent of organizations run distributed architectures. Meanwhile, 86 per cent pursue sovereign data deployments to meet local regulations.

    Spending plans reflect that push. Enterprise respondents forecast an average 32 per cent jump in artificial intelligence budgets over the next twelve months. Fully 79 per cent plan live deployments before late 2026. Nearly two-thirds expect measurable returns on compute investments within six to 24 months.

    Next Deployments and Power Demands

    Network builds outside Asia follow a similar blueprint. In Turkey, a joint venture with Ronesans Infrastructure will deliver a 22-megawatt carrier-neutral campus in Ankara by 2028. Planned expansions in Istanbul will link Mediterranean traffic with Asian routing tables.

    Across Asia, expansions are underway in India, Japan, South Korea, Thailand, and Australia. Engineering teams are retrofitting existing halls and designing greenfield facilities. These sites accommodate direct-to-chip liquid cooling alongside high-airflow layouts for dense racks.

    Delivery timelines on the Nongsa-Changi cable route and power hookups at satellite sites present the next hurdles. Corporate IT teams are shifting over half of their private compute workloads into dedicated cloud environments. Handover dates across 2026 and 2027 will decide which regional hubs secure those incoming workloads.

  • Autonomous Robots Deploy Across Asia to Monitor 19,200-Km Cable Routes

    Autonomous Robots Deploy Across Asia to Monitor 19,200-Km Cable Routes

    Subsea cable operators across Asia-Pacific are turning this week to resident autonomous robots and long-range underwater vehicles from firms including Kongsberg, Greensea IQ, and Nauticus Robotics to monitor thousands of kilometres of critical digital infrastructure. Conventional vessel inspections are giving way to seabed-docked machines capable of operating for 15 days continuously at depths reaching 6,000 metres.

    The shift targets vast communication arteries across the region, including the 19,200-kilometre SEA-ME-WE 6 cable connecting Southeast Asia to Western Europe with a design capacity of 126 terabits per second. Maintaining continuous surveillance over links of that scale has made traditional ship-based inspection crews prohibitively slow and expensive for regional network consortia.

    Permanent Docking and Local Processing

    Under the emerging operating model, robotic units remain stationed on the ocean floor inside dedicated docking cradles rather than deploying from surface support craft. These resident units recharge batteries, offload telemetry, and receive updated mission routes directly through subsea connection points before returning to patrol nearby cable landing corridors.

    Edge computing systems on board the vehicles process acoustic readings, sonar scans, and high-resolution optical imagery locally instead of streaming raw files to land. The robots compare real-time seafloor scans against recorded baselines, flagging unburied cables, anchor dragging risks, or seabed displacement before transmitting targeted alerts to network operating centers.

    Hardware manufacturers are scaling the range of these autonomous platforms to meet commercial requirements. Kongsberg has deployed its HUGIN Endurance platform, which covers up to 2,200 kilometres on a single 15-day mission without surface vessel guidance. Meanwhile, the Eelume system, built in partnership with Kongsberg Maritime and Equinor, uses permanent subsea docking stations to conduct continuous structural intervention and inspection tasks.

    Expanding Reach Across Southeast Asian Waters

    Deployment activity is concentrating in shallow straits and dynamic coastal waters where commercial ship traffic poses constant hazards to subsea infrastructure. Greensea IQ has partnered with regional marine service firms to deploy rugged seabed crawlers across nearshore zones and surf corridors in Singapore, Malaysia, and Indonesia.

    Nauticus Robotics has expanded operations in Asia-Pacific to pitch tetherless, autonomous inspection vehicles directly to offshore energy and telecommunications operators. Their systems target lower operating expenditures and lower carbon footprints by cutting reliance on diesel-burning surface vessels during routine surveys.

    China operates the largest deep-sea robotics program in the region, running autonomous vehicles through national research institutes for pipeline verification, marine surveying, and mineral exploration at extreme depths. Those state-backed platforms provide domestic network operators with specialized survey fleets capable of mapping difficult deepwater trenches across East Asia.

    Operating Risks and Capital Demands

    For telecoms consortia and cloud infrastructure providers, relying on permanent subsea robotics removes the scheduling bottlenecks of chartering specialized inspection ships. Vessels often take weeks to mobilise after an outage, leaving high-capacity data routes exposed to prolonged downtime while repair teams locate damage manually.

    The financial risk lies in the high capital cost of seabed docking stations and autonomous fleets before operational reliability is proven across multi-year deployments. Saltwater corrosion, power delivery failures at docking nodes, and navigation drift in turbid coastal channels can strand expensive autonomous assets on the seabed, requiring emergency recovery missions that erase projected operational savings.

    Regulatory ambiguity across contested waters also creates immediate hurdles for automated underwater vehicles. Operating autonomous survey craft across overlapping maritime boundaries in Southeast Asia raises sovereignty and permitting questions, particularly when robotic patrols approach foreign exclusive economic zones or dual-use subsea landing sites.

    Deepwater Capacity and Next Deployments

    Regional network groups had previously managed subsea maintenance almost entirely through episodic ROV charters arranged through regional marine maintenance agreements. Rising demand for real-time cloud connectivity and artificial intelligence data processing has pushed infrastructure managers to treat seabed surveillance as an active, continuous operation rather than an ad hoc repair task.

    That pressure is accelerating as new regional links enter construction, including the 8,000-kilometre XLSMART cable system connecting Southeast Asia directly to Japan. Consortia backing these high-capacity routes are structuring long-term maintenance budgets around autonomous robotic coverage to safeguard data flows across critical maritime choke points.

  • Japan Four Big Telcos Form 5G Millimeter-Wave Sharing Pact

    Japan Four Big Telcos Form 5G Millimeter-Wave Sharing Pact

    Japan’s four nationwide mobile operators signed an agreement on September 21 to jointly study sharing 28GHz millimeter-wave 5G base stations and network architectures.

    The pact brings together KDDI, NTT Docomo, SoftBank and Rakuten Mobile. Together, their networks serve more than 200 million cellular subscriptions.

    Sharing high-band physical infrastructure

    Signals at 28GHz deliver ultra-high speeds and heavy throughput. However, the radio waves travel short distances and cannot penetrate concrete walls, glass or foliage. Covering a single commercial district requires hundreds of small cells and repeaters. That multiplies site acquisition costs and power bills for each carrier.

    Under the memorandum of understanding, the four operators will examine technical frameworks to share base station equipment, repeaters and related transmission assets. Each carrier will continue independent commercial rollouts. A joint working group will test how traffic from rival subscriber bases can run across shared physical nodes without degrading data security or individual network performance.

    The cost math behind 28GHz networks

    High-frequency spectrum rollouts have stalled worldwide because capital expenditure per square kilometer outpaces consumer revenue gains. Worldwide mmWave 5G spending is projected to climb from 3.84 billion dollars in 2025 to 4.42 billion dollars in 2026. Even so, individual operators face severe balance-sheet pressure when building proprietary high-band grids.

    By sharing cell sites and repeaters in dense retail quarters, transit hubs and stadiums, Japanese operators aim to cut duplicate capital outlays. Mall operators, transport hubs and enterprise landlords also gain. A unified model eliminates the need to host four separate sets of antennas and power feeds on roofs and interior walls.

    Shifting carrier spending to shared utilities

    This alliance shifts carrier dynamics across Japan. Rather than competing purely on antenna counts, the operators are treating high-frequency physical layer equipment as a common utility. Core networks and retail pricing plans will remain distinct.

    Operational risk sits in maintenance allocation and capacity bottlenecks during localized peak events. If one carrier’s subscribers crowd a shared node during an urban festival or sporting fixture, the system must arbitrate spectrum access without triggering regulatory complaints over fair competition.

    Earlier trials and global deployment lines

    Collaborative network trials have gained ground across international markets as carriers confront sub-6GHz spectrum exhaustion. Global equipment vendors and tier-one operators launched initial commercial mmWave clusters in early 2023. Enterprise fixed wireless access deployments then expanded into industrial parks and logistics hubs through 2024 and 2025.

    Japanese carriers previously tested private 5G and standalone 28GHz cells in manufacturing facilities and isolated transit pilots. Despite those trials, commercial handset connections rarely lock onto millimeter-wave signals outside select train platforms and flagship retail venues.

    Technical evaluations under the new memorandum will run over the coming quarters. Teams will focus on multi-operator core network integration and shared repeater specifications ahead of targeted commercial joint-site deployments.

  • Mobily Unveils Digital Transit Route Linking Asia, Europe, and Africa

    Mobily Unveils Digital Transit Route Linking Asia, Europe, and Africa

    Saudi telecom operator Mobily presented its intercontinental digital infrastructure plan linking 3 continents, Asia, Europe, and Africa, at the Submarine Networks World conference in Singapore this week.

    Chief of Wholesale Adel Alaskah outlined the carrier’s deployment of subsea cable landings and terrestrial links designed to handle rising transit volumes between East Asia and Western hubs.

    Transcontinental Route Architecture

    The network model anchors traffic across Saudi Arabia’s dual coastlines on the Red Sea and the Arabian Gulf. By bridging both bodies of water with cross-country terrestrial fiber, the operator offers carriers an alternative to congested legacy maritime passages.

    Subsea cable landings feed directly into domestic data centers and cloud facilities. This setup allows transit traffic to interface directly with cloud computing and artificial intelligence workloads rather than serving only as passive passthrough bandwidth.

    Transit Competition Across the Indian Ocean

    Wholesale capacity buyers in Asian hubs such as Singapore and Hong Kong face persistent bottleneck risks along traditional routes through the Malacca Strait and the Suez Canal. Mobily is competing directly with regional Gulf incumbents and global consortia to capture enterprise and hyperscaler traffic bound for European exchanges.

    For Asian carriers, route diversification reduces exposure to physical cable cuts and geopolitical choke points. The primary commercial risk rests on transit pricing and latency guarantees, where Gulf overland routes must prove competitive against all-sea paths.

    Integration with AI and Cloud Capacity

    Wholesale operators across Asia have shifted focus from basic raw bandwidth sales to high-density compute interconnection. Mobily framed its geographic link as a foundational layer for regional artificial intelligence clusters requiring fast access to multi-region cloud availability zones.

    Hyperscale cloud providers continue building out redundancy across Southeast Asia, driving sustained demand for diverse westward pathways out of Singapore.

    Next Steps on Cable Landings

    The operator is marketing capacity to international carriers and consortium members negotiating upcoming cable builds across the Indian Ocean basin. Mobily wholesale teams are scheduled to hold bilateral interconnect talks with Asian network operators through the final quarter of the year.

  • Digicel PNG and Vodafone PNG Sign Tower-Sharing Agreement

    Digicel PNG and Vodafone PNG Sign Tower-Sharing Agreement

    Digicel PNG and Vodafone PNG have signed a tower-sharing agreement to co-locate equipment on suitable tower sites across Papua New Guinea.

    The deal follows Vodafone PNG’s infrastructure-sharing pact with state-owned operator Telikom PNG announced in August, establishing a framework for co-location while allowing both companies to maintain independent network operations.

    Under the agreement, each operator can install equipment on towers owned by the other subject to technical, operational, safety, and commercial requirements as both prepare for 5G deployment.

    Cutting Capital Costs Across Rugged Geography

    Papua New Guinea presents some of the most expensive operating conditions for telecoms in the Pacific. Mountainous terrain, dense rainforests, and isolated population centres drive up the cost of diesel supply, security, and civil works at remote transmission sites.

    Sharing passive infrastructure lets both operators extend rural footprints without pouring duplicate concrete foundations or running separate backhaul links. Digicel PNG Interim Chief Executive Officer Brett Goschen said the arrangement addresses high delivery costs by cutting duplication and speeding network expansion.

    By sharing existing tower infrastructure where appropriate, we can expand network reach faster, reduce duplication and costs, and maximize the value of investments already made across the country.

    Consolidation Across the Pacific Carrier Market

    This bilateral deal mirrors a broader shift across the Asia-Pacific toward asset-light carrier models. Network operators in developing island markets increasingly treat physical towers as shared utilities rather than proprietary competitive moats.

    Faster site sharing cuts rural dead zones for enterprise users, logistics providers, and mobile money operators. The challenge now shifts to operational execution. Teams must coordinate shared site maintenance, resolve generator disputes during grid outages, and allocate mast space when both carriers demand additional antenna positions.

    Building on State Infrastructure Deals

    Vodafone PNG entered the market in 2022 to challenge Digicel’s long-standing footprint and has pushed for shared infrastructure to catch up on nationwide coverage. In August, Vodafone PNG struck an infrastructure-sharing and co-location pact with state-owned operator Telikom PNG to open access to public telecommunications assets.

    That arrangement established the groundwork for wider industry cooperation. Combining access to state-owned masts with Digicel’s extensive private footprint allows Vodafone PNG to expand its coverage map while curtailing capital expenditures.

    Preparing for Commercial 5G Spectrum

    Papua New Guinea’s National Information and Communications Technology Authority (NICTA) has finalized its regulatory framework for issuing 5G spectrum licences in the 2.6 GHz and 3.5 GHz bands. Operators are now positioning their shared physical infrastructure to install mid-band 5G antennas as soon as NICTA initiates the formal licence grant process.

  • Japan Offers 50 per Cent Subsidy to Rebuild Subsea Cable Fleet

    Japan Offers 50 per Cent Subsidy to Rebuild Subsea Cable Fleet

    Japan’s Internal Affairs and Communications Ministry will subsidize half the construction cost of new subsea cable-laying ships. The vessels secure routes carrying 99 percent of international data traffic.

    Funding is part of a broader JPY 2.4 trillion public and private investment plan running through fiscal 2040. The plan will expand undersea networks and replace an aging domestic fleet. Japanese operators currently maintain just five cable-laying vessels weighing more than 5,000 tons. Three belong to NTT Group. Two belong to a KDDI subsidiary.

    Aging tonnage and foreign charter risks

    Specialized cable ships deploy remotely operated seabed vehicles and maintain transoceanic lines. They carry thousands of kilometers of coiled fiber in onboard tanks. These hulls carry an operational life expectancy of roughly 40 years. Several Japanese ships have passed 30 years in service. That age creates rising maintenance costs and reliability concerns.

    Carriers in the United States and Europe operate larger, newer fleets. These allow faster deployment schedules. Japanese telecommunications groups face tighter construction windows and strict order requirements when contracting repairs or new routes. Regional data links are left exposed during outages.

    The 2.4 trillion yen rollout

    Tokyo designated information and telecommunications as one of 17 strategic national sectors alongside artificial intelligence, semiconductors, and defense. Financial backing follows the revised Economic Security Promotion Law passed in June. Under the policy, the ministry can fund up to 50 percent of shipyard build costs for qualifying private operators.

    Subsea lines carry data traffic generated by cloud platforms and generative artificial intelligence clusters across East Asia. The Japanese government wants domestic carriers to control physical installation assets. This avoids dependence on international charter pools during geopolitical or supply chain disruptions.

    Imbalance across the supply chain

    A domestic fleet deficit contrasts with Japan’s manufacturing strength. NEC Corporation controls approximately 20 percent of the global undersea cable manufacturing market. The company owns zero cable-laying vessels. It relies entirely on leased foreign ships to install hardware.

    This divide between cable manufacturing and maritime installation creates cost volatility. Leased vessels command high charter rates and rigid booking calendars. NTT, KDDI, and NEC are evaluating whether to order newly built hulls or execute extensive refits on existing hulls to qualify for state funding.

    What comes next for shipyards and carriers

    June’s revised Economic Security Promotion Law established the legal framework. In July, the cabinet’s growth strategy committed the JPY 2.4 trillion target through 2040. Those steps cleared the path for the ministry’s budget request for the upcoming fiscal year.

    Shipbuilding allocations and vessel specifications depend on final budget approval in parliament. Japanese carriers must then secure shipyard slots in domestic yards already contending with tight commercial delivery schedules.

  • Tencent Cloud and U Mobile Partner on Enterprise 5G and AI in Malaysia

    Tencent Cloud and U Mobile Partner on Enterprise 5G and AI in Malaysia

    Tencent Cloud signed a preliminary pact with Malaysian carrier U Mobile on September 15 to build enterprise artificial intelligence tools on the carrier’s 5G network. It is Tencent Cloud’s first direct AI partnership with a telecom operator in Malaysia.

    Under the memorandum of understanding, the companies will run joint development projects through U Mobile’s Enterprise Innovation Platform. The facility links Tencent Cloud’s AI processing infrastructure with U Mobile’s ULTRA5G mobile network. Both groups plan to test software tools for corporate clients and small to medium-sized enterprises. Commercial rollout across Southeast Asia will follow.

    How the platform pipeline operates

    The joint programme runs across three stages: build, test, and demonstrate. Technical teams from both companies will hold engineering workshops and conduct pilot shows. They will also open testing environments to software developers, academic researchers, and startups.

    Engineers will focus on system integration, automated workflows, network security, and data handling. U Mobile plans to use the trials to identify enterprise use cases. These can convert into paying commercial contracts once network validation wraps up.

    At U Mobile, we are focused on using our next-gen 5G network to enable innovation that delivers real value to businesses. Our partnership with Tencent Cloud strengthens this by bringing together 5G, AI and cloud technologies to explore new applications across industries.

    Carriers compete for enterprise AI workloads

    Southeast Asian telecom operators face flat consumer mobile revenue and rising capital spending on network rollouts. Partnering with Chinese hyperscalers gives local carriers ready-made enterprise software suites without funding research from scratch. For Tencent Cloud, tying algorithms directly to local carrier data pipes secures access to corporate clients. Rivals Alibaba Cloud and Huawei Cloud are already pursuing those accounts in Kuala Lumpur.

    This structure shifts the capital burden. U Mobile provides the radio access network and corporate client relationships. Tencent Cloud supplies model architectures and compute tools. The setup reduces upfront overhead for the carrier, though long-term margins will depend on how the partners split software licensing fees.

    SME adoption presents commercial hurdle

    Small and medium-sized enterprises make up the bulk of Malaysia’s business sector, but smaller firms frequently delay advanced tech spending. High transition costs and complex integration cycles often stall digital transformation plans before software reaches production.

    Both partners target this friction by building pre-tested tools for specific operational bottlenecks. If pilot programs fail to show measurable efficiency gains or clear cost cuts within six months, enterprise uptake will lag. Network capacity would then sit underutilised.

    Deployment pathway and next steps

    Earlier carrier partnerships in the market centered strictly on data connectivity and basic cloud hosting rather than integrated AI tooling. The current project follows U Mobile’s rollout of its commercial ULTRA5G network infrastructure across high-density Malaysian business districts.

    Joint technical workshops with selected enterprise partners begin in the fourth quarter of 2026. The initial batch of commercial pilot deployments across retail, logistics, and manufacturing sectors will head for review by mid-2027.

  • Taiwan Telecoms Sell Out Initial iPhone 18 Pro and Foldable Duo Preorders in Minutes

    Taiwan Telecoms Sell Out Initial iPhone 18 Pro and Foldable Duo Preorders in Minutes

    Taiwan telecom carriers sold out initial preorder allocations for Apple’s iPhone 18 Pro series and foldable iPhone Duo within two minutes of opening online reservations on Thursday.

    Preorder volume for the flagship series surged nearly 200 percent compared to last year’s iPhone 17 Pro cycle, Taiwan Mobile reported. Far EasTone Telecommunications saw customer registrations more than double.

    Rising prices did not dampen demand. Next-generation silicon drove cost increases across the lineup. Apple’s base 6.3-inch iPhone 18 Pro starts at NT$44,900 ($1,419), up from NT$39,900 for the previous-generation device. The 6.9-inch iPhone 18 Pro Max entered the market at NT$49,900, up from NT$44,900. Pricing for the foldable iPhone Duo ranges from NT$74,900 for the 256GB version to NT$118,900 for the top-tier 2TB configuration.

    Premium Configurations Drive Carrier Allocations

    Buyer demand tilted heavily toward top-specification models during the opening reservation window. Chunghwa Telecom stated that 70 percent of surveyed subscribers targeted either the iPhone 18 Pro or the iPhone 18 Pro Max. Within that group, 45 percent chose the 512GB storage option. Taiwan Mobile reported that the iPhone 18 Pro Max alone accounted for roughly 50 percent of all new iPhone preorders placed through its myfone online retail channel.

    Shoppers also favored newly introduced finishes. Chunghwa Telecom noted that 46 percent of surveyed buyers selected Glacier, while 26 percent chose Burgundy. Burgundy emerged as the most requested colorway for Taiwan Mobile and Far EasTone, followed by Glacier. For the foldable iPhone Duo, Chunghwa Telecom recorded 60 percent demand for Star White, with the remaining 40 percent opting for Night Sky.

    Hardware Pricing Tests Regional Carrier Subsidies

    The sharp price jump tests consumer willingness to absorb higher upfront equipment costs on multi-year 5G service contracts. Taiwan serves as a key testing ground for East Asian smartphone demand, where carrier subsidies cushion high entry prices. Quick clearance of early allotments shows premium buyers remain price-inelastic. They purchased immediately, even as standard models pushed well past traditional retail thresholds.

    Component costs are also squeezing supply chain margins. Vendors passed advanced semiconductor and hinge engineering expenses directly onto retail price tags. Carriers must now manage device inventory financing without eroding retail margins. Replenishment speed poses the immediate risk. If early device allocations stay constrained, subscriber upgrade conversions could taper before the fourth-quarter holiday sales push.

    Launch Timelines Across Taiwan Outlets

    Apple formally unveiled the lineup earlier in the week. Far EasTone opened its official preorder channel at 8 p.m. On Saturday following several days of interest registration. Chunghwa Telecom and Taiwan Mobile activated bookings immediately after the product announcement.

    Physical deliveries will roll out in two separate phases across the island. Chunghwa Telecom, Taiwan Mobile, and Far EasTone outlets will start retail sales of the iPhone 18 Pro series at 8 a.m. On Sept. 18. Store inventory for the foldable iPhone Duo arrives on retail shelves on Oct. 23.