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Ericsson navigates uncertain market conditions as shares nosedive due to less-than-stellar sales and the aftermath of Vonage acquisition.
M&A

Navigating Ericsson’s Financial Turbulence Amid Vonage Acquisition

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Swedish telecom giant, Ericsson, navigates uncertain market conditions as shares nosedive due to less-than-stellar sales and the aftermath of Vonage acquisition. CEO Börje Ekholm’s outlook paints a cautious but proactive stance into 2024, with reiteration that long-term EBITA margin targets remain unaltered. Despite this, debates swirl around the company’s decision to acquire Vonage and its impact on the downturn. Could potential partnerships and strategic moves towards Open RAN and Cloud RAN be the missing puzzle pieces to Ericsson’s comeback?

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BT with Nokia and MediaTek, is exploring the potential of 5G Reduced Capability (RedCap) for Internet of Things (IoT) applications.
IoT

Exploring 5G RedCap: Unleashing IoT Potential or Overhyped Innovation?

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Telecommunication giant BT, in collaboration with Nokia and MediaTek, is exploring the potential of 5G Reduced Capability (RedCap) for Internet of Things (IoT) applications. Recently conducted trials at BT’s research centre aimed at uncovering new use-cases for this technology, which, simplified and less complex than 4G, promises a more efficient IoT ecosystem. As suggested by BT’s Chief Networks Officer, Greg McCall, the RedCap technology could “unlock a new wave of innovation” within the 5G landscape.

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Vodafone has teamed up with Arm to introduce a novel chipset based on an open and adaptable platform ideal for Open RAN base stations.
5G

Vodafone and Arm’s Alliance: Reinventing Open RAN for 5G Era

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In an exciting move, Vodafone and Arm have united to innovate within the telecom industry, developing an adaptable platform with Arm-based processors ideal for Open RAN base stations. Their collaborative effort showcases both parties’ commitment in enriching the competitive Open RAN landscape, offering robust computational power for 5G services and improved energy efficiency. In addition, illustrious companies like SynaXG, Ampere Computing, and Fujitsu are lending their expertise to test and validate this technology. The joint venture also presents opportunities for Vodafone to reach its net-zero targets.

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Reliance Jio
5G

Reliance Jio’s 5G Ambitions: Evaluating the Opportunities and Challenges

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Securing a nearly $2 billion loan, Reliance Jio fortifies its ambition in the 5G arena. The funds will enhance Jio’s growth with the acquisition of leading-edge Nokia 5G equipment. Planning one of the fastest 5G rollouts, it’s further partnering with Samsung and Ericsson. Please note, success breeds competition and Bharti Airtel isn’t far behind.

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Telecom News | Week #39: Nvidia GPUs for 5G Telecom; FCC breaks deadlock; Telefonica Germany partners with Skylo; Nokia's rugged 5G devices.
News Roundup

A quick roundup of the news in Telecoms | Week #39

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Nvidia aims to convince telecoms to use its GPUs in 5G networks, citing NTT Docomo’s recent GPU-accelerated 5G launch in Japan. Yet, the role of Nvidia’s GPUs in telecom remains unclear. Meanwhile, the FCC breaks a two-year deadlock, reigniting net neutrality debates. Telefonica Germany partners with Skylo for global IoT connectivity, expanding options for businesses and consumers. Nokia explores rugged 5G devices for harsh environments, catering to specialized industries with challenging conditions.

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Amid growing inflation and swelling telecom budgets, the advent of 6G brings in costly implications tied to RAN equipment
Broadband

6G Implementation: Budget Constraints and Future-Proof Solutions

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Amid growing inflation and swelling telecom budgets, the advent of 6G brings in costly implications tied to Radio Access Network (RAN) equipment. As these financial implications loom, The Next Generation Mobile Network (NGMN) Alliance proposes a different approach to 6G implementation that may spare existing 5G infrastructure from unnecessary renewal. They advocate an operator-driven decision process in refreshing the 5G RAN, maintaining that 6G upgrade should not compromise 5G user experience and should be software-upgradable on existing network elements. As 5G capex reaches its peak in markets like the U.S., NGMN’s stance could potentially redefine traditional strategies in introducing new generations of mobile technology.

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North American telecom equipment expenditure suffered an unanticipated drop in the first half of this year, new findings illustrate.
Infrastructure

Unraveling North America’s Surprising Telecom Equipment Revenue Drop

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Telecom equipment expenditure in North America experienced an unexpected downturn in the first half of this year. Despite global telecom hardware revenues remaining steady, North America’s marked decline significantly impacted the total number. In contrast, other markets, particularly Asia-Pacific, showed robust growth. The reasons behind North America’s decline extend to slowing 5G expenditure and reduced spending on broadband access equipment. Looking ahead, no major global alterations are anticipated, though the volatility of the telecom industry hints at potential changes.

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Reliance Jio Infocomm is arming itself with a significant offshore loan around $2 billion to fuel its 5G ambitions.
5G

Navigating Jio’s Ambitious $2B Pursuit for 5G Supremacy

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Reliance Jio Infocomm is arming itself with a significant offshore loan around $2 billion to fuel its 5G ambitions, with sources pointing towards Swedish telecom giant Ericsson as a potential gear supplier. A noteworthy credit safety net from Sweden’s EKN credit agency plays a crucial role in this strategic play, while banking behemoth BNP Paribas is slated to disburse a massive chunk of the offshore funding.

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The U.S government recently unveiled draft guidelines outlining permissible equipment purchases from outside the country.
Infrastructure

Exploring BEAD’s Impact on Domestic and Overseas Telecom Equipment Purchase

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The US government has recently provided clarity regarding foreign equipment purchases under the Broadband Equity, Access and Deployment (BEAD) programme. The emphasis is on minimizing exceptions to ‘buy American’ rules, particularly reflected in the fibre-optic sector. Notwithstanding, one significant provision allows sourcing glass used in fibre optics from overseas. This comes as a relief for firms worried about supply sufficiency and costs. The spotlight of foreign vendors, meanwhile, is potentially electronics, with proposed exemptions including most semiconductors.

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Ericsson, a world-renowned kit vendor, recently achieved a significant 5G milestone by reaching a record-breaking 5.7Gbps download speed.
5G

Experiencing Ericsson’s Success: Unmasking a 5.7Gbps 5G Performance

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Ericsson, the global telecom giant, has just shattered 5G records, achieving an incredible 5.7Gbps download speed by ingeniously blending three frequency bands. This breakthrough, a result of Ericsson’s advanced hardware, software and RAN coordination, opens a new horizon in performance boost and superior connectivity for 5G users. This latest success cements Ericsson’s spot at the forefront of the race for ultra-high-speed connectivity, even as competitors also explore the potential of carrier aggregation.

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