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International OTT voice traffic tops 1tn minutes in 2019

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International over-the-top (OTT) voice traffic reached 1 trillion minutes in 2019, compared to just 432 billion minutes of international carrier traffic.

According to TeleGeography, the new figures come as a result of its annual update to its report and database with refreshed pricing, revenues, traffic volumes and other key performance indicators (KPIs) in the international voice market.

Other key findings from the updated report show that international voice revenues are estimated to have declined from $99 billion at their peak in 2012 to just $60 billion in 2019.

Source: International OTT voice traffic tops 1tn minutes in 2019

Mobile telcos ‘face losing over $25bn in roaming revenue’

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Travel bans because of coronavirus will cost the mobile phone industry US$25 billion between now and the end of 2020, according to new analysis.

And operators do not have any real strategy to mitigate the risk, says Juniper Research, which has carried out the study.

“Revenues lost through the travel ban will not be recoverable and these must be considered lost revenues,” said Sam Barker, head of forecasting at the company.

Source: Mobile telcos ‘face losing over $25bn in roaming revenue’

NetNumber highlights 5G core challenge | Light Reading

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Progressive mobile operators are preparing to roll out next-generation 5G core systems as they migrate towards standalone 5G deployments, but that evolutionary move will bring some particular data management challenges, according to Steve Legge, chief operating officer at NetNumber.

NetNumber has been providing subscriber data management (SDM) systems to mobile operators for years, and has more than 200 operators using its various SDM and signalling security tools. Legge says that gives it plenty of experience in data management strategies and he’s concerned there isn’t enough focus currently on how operators will manage their data once they have deployed a next-generation core platform.

Source: NetNumber highlights 5G core challenge | Light Reading

The mysterious case of the vanishing Chinese customers | Light Reading

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China’s usually reclusive telco bosses made their annual foray into the spotlight this week. This is what we learned.

China is going all out on 5G construction
The headline may not be new, but the numbers are.

The big three telcos are ready to sink around 180 billion yuan ($25.5 billion) into their 5G rollouts in 2020. That’s more than four times the 2019 level.

It’s not clear whether this is something long planned, or whether it flows from the party leadership directive to double down on 5G and boost the virus-stricken economy. (See China 5G: Unicom and Telecom speed up rollout.)

However, analysts have complained that the aggregate rise in capex was short of expectations, suggesting that operators have shifted some spend from other items to 5G.

Source: The mysterious case of the vanishing Chinese customers | Light Reading

Even COVID-19 can’t stop Huawei, says founder | Light Reading

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Not even a deadly virus originating on its home turf can upset Huawei, it seems. The Chinese equipment giant has already weathered the storm of US sanctions, coped with the detention on Canadian soil of its chief financial officer and shrugged off suggestions it spies for the Chinese government. Now it’s bounced back from COVID-19 with enviable speed.

Already a deeply suspicious character to his critics, Ren Zhengfei, Huawei’s founder, will certainly not have endeared himself to US authorities in his latest media interviews with the Wall Street Journal and the South China Morning Post. While Europe and the US are braced for a long battle with what Donald Trump has called “the Chinese virus,” the Chinese vendor is bragging about its good health, flexing its giant R&D muscles and eyeing new sales opportunities outside its domestic market.

Of greatest alarm to Huawei’s opponents will be Ren’s boast about increasing R&D spending this year to a monstrous $20 billion, from $15 billion in 2019 (although Ryan Ding, the head of Huawei’s carrier business, told analysts and reporters in February that Huawei actually invested as much as $18 billion in R&D last year).

Source: Even COVID-19 can’t stop Huawei, says founder | Light Reading

Infineon Withdraws 2020 Outlook as Industry Visibility Falls | EE Times

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Infineon Technologies today withdrew its earnings outlook for the 2020 fiscal year, stating that the economic impact resulting from coronavirus pandemic “can currently not be reliably assessed” and is resulting in “low visibility.”

Expectedly, the lockdowns in many countries around the world have impacted supply chains and it was just a matter of time before semiconductor industry earnings would also be impacted more long term. Earlier this month, Broadcom also withdrew its 2020 guidance, while companies like Applied Materials, NXP Semiconductors and ON Semiconductor all reduced their quarterly earnings guidance as a result of the impact of coronavirus.

Source: Infineon Withdraws 2020 Outlook as Industry Visibility Falls | EE Times

Huawei vs. Xiaomi: How Two Giants Fueled China’s Growth | EE Times

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Huawei and Xiaomi, two mobile handset suppliers, are key contributors to the upward trajectory of China’s electronics industry, but the two took quite different paths to get to where they are. Huawei has pursued a conservative, almost stodgy growth strategy, but current events are forcing it to become expansive, and do it quickly. Xiaomi is as ambitious as its competitors, but lacks influence; it has had to adopt a more freewheeling attitude just to survive.

How did they get that way, and where do they seem to be heading?

The 10-year period between 2005 and 2014 was a golden decade during which China’s mobile phone cottage industry rapidly sprang up. China gave birth to many new startups, all gunning for the mobile phone market.

Fast-forward to 2020: Players in the mobile industry have narrowed down to only a handful — namely Huawei, Xiaomi, Oppo, and Vivo. They emerged as China’s four mobile phone giants competing in the global market.

As smartphone technology development exploded, Huawei/HiSilicon has rapidly ascended from a niche player to a 5G mobile chip powerhouse that could compete with Qualcomm.

The rise of China’s mobile phone is a microcosm of China’s prowess in terminal production and chip development. China now ranks among the leading suppliers of technology in the global market.

Source: Huawei vs. Xiaomi: How Two Giants Fueled China’s Growth | EE Times

5G Rollout Will Slow as Standards Work is Suspended | EE Times

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The 5G rollout will grind to a slower pace with a decision by the 3GPP to suspend work on some crucial parts of the specification due to the impact of the novel coronavirus.

The delay had been signaled a few weeks earlier when the association announced it would cease all face-to-face meetings for at least three months.

The 3GPP — the global association responsible for standardizing the technology — has now confirmed that it would delay work on Stage 3 of Release 16, and, more worryingly, announced that Release 17 would also be delayed. Taken together, the moves mean stage 3 can not be frozen as a standard before September 2021. This, in practice, means no further functions can be added.

Source: 5G Rollout Will Slow as Standards Work is Suspended | EE Times

Time Runs Short to Secure U.S. Elections | EE Times

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The 2020 presidential election could now be endangered. On March 25, President Vladimir Putin suspended Russia’s upcoming referendum on constitutional amendments, including a measure that would allow him to remain in power through 2036. The referendum was scheduled for April 22. A new date has not been set.

The pandemic provided Putin a convenient excuse. That sets a dangerous precedent for western democracies, especially ours.

Source: Time Runs Short to Secure U.S. Elections | EE Times

OneWeb Files for Chapter 11 Bankruptcy | Via Satellite

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OneWeb filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of New York on Friday, March 27. The company has been one of the standard-bearers in the Low-Earth Orbit (LEO) movement, with its plan to provide high speed internet to the world by 2021.

In a Friday night news release, OneWeb said it intends to use the bankruptcy proceedings to pursue a sale in order to maximize the value of the company.

Source: OneWeb Files for Chapter 11 Bankruptcy – Via Satellite –