Since the commercial operation launch of China's 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion of 5G smartphones has also increased to over 80%, becoming the mainstream specification in the market.
With the rapid development of intelligent connected vehicles, cars have gradually become important mobile terminals, carrying an increasing number of interconnection needs based on travel requirements. Cars are evolving into another important mobile terminal.
In the ever-evolving realm of mobile communications, a seismic shift is underway, propelled by SpaceX's Starlink service. Once dominated by terrestrial networks provided by telecom giants, the industry is now witnessing a paradigmatic transformation as satellite operators and telecom titans navigate a landscape marked by collaboration and competition.
Wireless broadband equipment makers anticipate better performance in the latter half of 2024, as customers gradually reduce excess inventory that has lingered into the early months of the year. Looking ahead, 2025 is expected to be a good year, as the adoption of new standards such as Wi-Fi 7 and DOCSIS 4.0 picks up pace.
Major telecom equipment companies are now bracing for a gloomy 2024 as the global Radio Access Network (RAN) market remains in the doldrums, with Ericsson expecting a depressed market until at least the end of the year. For China-based equipment makers, however, this might as well be news from another universe.
As the curtain falls on 5G with the final standard Release 19 taking center stage, the tech world is already buzzing with curiosity about 6G's debut. Adding to the excitement, 3GPP has unveiled the 6G logo, set to make its first appearance at a seminar in Rotterdam on May 8th.
Amidst a backdrop of sluggish capital expenditures from telecom giants, the beleaguered telecom equipment market is bracing for an even more challenging 2024. Ericsson signaled caution, projecting a continued decline in the Radio Access Network (RAN) market at least through year-end.
In the fast-evolving landscape of technologies like communications, autonomous driving, Artificial Intelligence (AI), and robotics, Samsung Electronics is ramping up its focus on precision "location" technologies. This move underscores the increasing importance of accurate location data in our hyper-connected world.
As consumer spending remains low amid high inflation in Europe and the US, network equipment makers have seen expectations for the first quarter of 2024 dashed, as demand from Europe and US-based clients continues to flatline. Heading into the second quarter of the year, hopes are on the Asia-Pacific market outside of China.
In an ever-intensifying Sino-US conflict, one battleground stands out: the global telecommunications sector. At the center of this fray is Huawei, the Chinese tech giant that has faced relentless pressure from a US-led Western alliance of countries, over alleged security concerns.
In a dramatic display of preparedness, Taiwan swiftly responded to a powerful earthquake that rattled Hualien, east Taiwan, on April 3rd, showcasing the efficacy of its digital resilience strategy. The global spotlight turned to Taiwan's strategic investments in satellite communications infrastructure, particularly in partnerships with industry leaders like SES and OneWeb, as the island nation navigated the aftermath of the seismic event.
Numerous large-scale consumer electronics applications are anticipated to adopt Wi-Fi 7 this year, but market penetration for the year is expected to remain modest, according to industry sources.
Orders for cloud network devices will drive revenue at Foxconn (Hon Hai Technology Group) in the second quarter of 2024, despite the second quarter often being a slow season for the consumer electronics industry, according to market sources.
Optical device maker EZconn is seeing strong revenue and gross profit growth in the first quarter of 2024, thanks to the robust demand from broadband infrastructure construction in the US and bandwidth demand boosted by artificial intelligence (AI).
IC distributor GMI Technology is upbeat about its market outlook for 2024, attributing it to promising destocking progress and the PC industry's focus on AI products.
Network storage solution provider Synology expects revenue generated from the enterprise sector to increase 30-40% in 2024, as AI drives enterprise storage demand.
With over five years since the inception of 5G commercialization, the global mobile communications standard organization, 3GPP, has propelled the technology into the realm of Release 18. This heralds the arrival of the 5G-Advanced era, yet two critical features outlined in earlier standards, standalone networks (SA) and millimeter waves, have yet to realize their full potential. Their adoption remains sluggish, prompting speculation about the timeline for their widespread implementation.