From the newsletter (sign-up if you want it sooner): Private 5G is maturing, clearly, and the market is changing shape: Nokia is in retreat, slipping to fourth in the rankings, …
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Tag:
Omdia
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The government of South Korea has selected two consortia led by SK Telecom and KT to develop and demonstrate what it calls Hyper AI Network Infrastructure In sum – what …
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China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …
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In May, the Government of China approved trial use of the 6GHz band for 6G field testing, enabling prototype and pre-commercial systems to be evaluated in selected regions In sum …
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An Omdia analyst told RCR Wireless News that Telefónica and Google Cloud’s new sovereign cloud partnership highlights a growing trend in Europe toward combining hyperscale cloud platforms with local operational …
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Nicole McCormick, chief analyst for consumer 5G and broadband monetization at Omdia, said the launch by Airtel reflects a broader shift among operators toward protecting premium subscriber experiences while seeking …
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A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth – …
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FWA is gaining strategic importance in the U.K. broadband market, but it is unlikely to emerge as a large-scale replacement for fiber connectivity, says Omdia In sum – what to …
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Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure …
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Industry analysts say that, given its 53% stake in the business, that Deutsche Telekom’s move for full ownership of T-Mobile US is less about acquiring control and more about simplifying …
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The potential acquisition of French telco SFR by Orange, Bouygues Telecom, and Iliad could reshape pricing dynamics and investment incentives in the local telecoms market In sum – what to …
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Hyperscalers continue to dominate AI infrastructure globally, but regulatory dynamics are opening space for telcos in specific segments, observes Omdia In sum – what to know: Demand-led models – Telcos …
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New 5G SA architecture will allow for the development of end-to-end network slicing In sum – what to know: Standalone shift – Proximus has launched a 5G standalone network, moving …
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Recent moves by local telcos are mostly a market correction driven by Italy’s unique tower-market dynamics – where Inwit holds a dominant, near-monopolistic position In sum – what to know: …
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Omdia says Poste Italiane’s bid for TIM reflects a wider European push to enhance digital sovereignty by keeping critical network infrastructure under government control In sum – what to know: …
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India’s Department of Telecommunications (DoT) said talks are underway, covering potential collaboration on towers, fiber networks, and spectrum assets In sum – what to know: Sharing talks begin – Vodafone …
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China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum – what to know: AI spending …
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As well as Rakuten Mobile, KDDI has started to deploy open vRAN, and SoftBank is also interested – says Omdia In sum – what to know: Leading APAC – Japan …
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Private 5G is often dismissed as a niche – slow, complex, and commercially uncertain – but this view misses the point. As analysts argue, its real value lies in transforming …
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Omdia said the top vendors in Q3 at a global scale were Huawei, Ericsson, Nokia, ZTE, and Samsung In sum – what to know: $8B global RAN market in Q3 …
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Omdia projects a 12% increase in CSP cloud spending in 2025, double the growth rate seen in 2024, as operators expand AI integration, automation frameworks, and containerized architectures In sum …
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An Omdia analyst told RCR Wireless News that Japan remains the regional leader — and the global reference point — for open vRAN deployments In sum – what to know: …
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The research identifies FWA as the world’s fastest-growing broadband technology, driven by rapid adoption in India and the US In sum – what to know: Global momentum builds – 5G …
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Under the agreement, Samsung will provide its vRAN software supporting 2G, 4G, and 5G, along with O-RAN compliant radios In sum – what to know: Major O-RAN expansion – Vodafone’s …
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Enterprise software sales through hyperscaler cloud marketplaces will soar from $30 billion in 2024 to $163 billion by 2030 – driven by agentic AI demand, strategic cloud commitments, and an …
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