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Rethink Energy
6th December 2023

Renewables orders this week

GCL System Integration has signed a $14 million purchase order for silicon wafers, which would be around 3.5 GW in scale based on open market prices. ‘Reliable Photovoltaics’ (长信光伏) has commissioned a 23 GW cell, 20 GW wafer factory for $2.2 billion, $560 million first phase, in Anhui Province. Hubei Energy Group intends to acquire a 298 MW solar portfolio in China, across a 98 MW agrivoltaic project and a 200 MW solar-fishery project. The Hebei Province Department of Natural Resources has issued an approval document for a 700 MW wind, 300 MW solar, plus 2,000 cubic-meter-per-hour green hydrogen facility across Fengning, Wanshengyong, and Waigoumen Townships, with a $784 million investment. SB Energy Global has secured $2.4 billion for a…

Rethink Energy
6th December 2023

Nuclear boost at COP28 – still destined to support the transition

More than 20 countries got behind nuclear power at COP28 in Dubai by signing a Ministerial Declaration aimed at boosting the support that nuclear power will receive. The parties that signed the agreement include the likes of the US and France among a bloc of other European countries. Nuclear is facing a small technological revolution as the industry is looking to transition to the smaller and safer SMRs (Small Modular Reactors) while new breakthroughs and startups are emerging, but the question still remains: Can nuclear be more than a support for wind and solar during the energy transition? We don’t think it can. All of the efforts that will go into nuclear between now and 2050 will be channeled through…

Wireless Watch
5th December 2023

Worth Noting – Deals, Launches and Products, in the wireless industry

Alibaba has also decided not to sell its cloud business because of tighter AI export control which the US announced in October. “We believe that these new restrictions may materially and adversely affect Cloud Intelligence Group’s ability to offer products and services and to perform under existing contracts, thereby negatively affecting our results of operations and financial condition. We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” Alibaba said. Amazon’s Project Kuiper has bagged its first clients in APAC: NTT Docomo (and subsidiaries) and SKY Perfect JSAT. The Japanese firms will use Kuiper’s LEO satellite broadband network to support a broad range of applications, including internet of things, predictive…

Wireless Watch
5th December 2023

Stock Tracker & Financials – Open RAN fallout on full display

In a turbulent week, Nokia’s share price has unsurprisingly suffered – falling some 15.43 percentage points on the previous week, in the wake of the AT&T news. Using the adjusted average prices, the Vendors segment fell some 2.31% this week, with the Operators down 3.08%. For the wider market, the Indexes tracked upwards by 1.41%. Diving into the individual averages, the actual average performance of the Vendors this week was a decline of just 0.35%, with the Operators up 1.28%, and the Indexes up 0.83%. Nokia was by far the worst performer in the Vendors, but it was a bad week for silicon slingers – with AMD at 96.43% of the previous week, Broadcom at 94.66%, Intel at 96.16%, and…

Wireless Watch
5th December 2023

Shippers start deploying satellite 5G IoT for global container tracking

Spanish satellite IoT provider Sateliot has teamed up with UK based IoT monitoring technology firm t42, to offer global tracking of containers throughout transit. This builds on earlier deals to assemble the required components, including eSIM based roaming services, and the satellites themselves, as well as terrestrial mobile networks. The overall platform is not confined to shipping but open to any enterprise requiring remote coverage that can stray beyond the reach of terrestrial cellular networks. This includes power grids, energy companies, and environmental modelers. The system uses the cellular NB-IoT (Cat-NB) LPWAN protocol set, based on specifications covered by 3GPP Release 17 under 5G NR. The two companies say they have already deployed “thousands of 5G-IoT sensors” in shipping containers…

Wireless Watch
5th December 2023

AWS, Alianza team up to upgrade telcos’ legacy infrastructure

At first sight, the partnership just announced between AWS and cloud communications platform vendor Alianza is not directly relevant for mobile services. Yet it is driven by growing use of mobile communications within the enterprise customers of telcos that in turn will be served by the new alliance. The collaboration concerns replacing legacy equipment both for telcos themselves and their enterprise customers, centered around traditional voice and office collaboration applications. The two companies have positioned their new multi-year agreement as combining their respective cloud infrastructure and cloud-native software offerings to help CSPs (Communications Service Providers) develop and market the latest voice and communications products. A key part of this is to help telcos compete with providers of OTT (Over the…

Wireless Watch
5th December 2023

HPE latest to warn of slowdown, 2024 looks tough for telco sales

Three snippets have appeared in financial reports, in the past few weeks, which suggest that the IT backbone that supports operator networks could be slowing down significantly. In October, Spirent issued a profit warning for its test and measurement business, citing slowing operator spending, swiftly followed by similar words from Cisco, and now HPE has said server sales are down 31% in Q4. The Compute division, which is its largest and which houses the server business, declined 31% year-over-year, sitting at $2.59 billion – up 1% compared to the previous quarter. Senior VP and interim CFO Jeremy Cox said that “de-elongation and customer digestion had continued to be most prevalent in Compute,” and that “declining average unit prices from a…

Wireless Watch
5th December 2023

Verizon remains doubtful of Open RAN for mMIMO, keeps vRAN closed

One of the biggest challenges for Open RAN has been its inability to support very high-performance 5G radios to the same standard as traditional integrated architectures. Given a choice between supporting Massive MIMO (mMIMO) radio/antennas for high-traffic urban 5G sites, and implementing virtualized and open networks, most operators would choose the former, leaving Open RAN confined to less demanding environments such as rural or enterprise networks. Recent additions to the O-RAN Alliance’s Open Fronthaul (OFH) specifications provided hope that this critical barrier to adoption would soon be lowered. But Verizon, one of the most significant investors in trials of virtualized RAN, remains unconvinced that the cloud-based networks can match integrated RAN in support for Massive MIMO. This is a blow,…

Wireless Watch
5th December 2023

UK’s spectrum sandboxing: playground talk for now

Spectrum got a shout-out in the recent UK government’s Autumn Statement with talk of ‘regulatory sandboxes for spectrum sharing.’ Regulator Ofcom has been floating the idea of spectrum sandboxes since 2022, but we haven’t seen much come of it yet. UK Chancellor Jeremy Hunt promised many nuggets for the tech space, including flashy ‘Quantum Missons’ and AI investments, and in the mix we found the unusually titled ‘sandboxes for spectrum sharing’. This may sound novel but it’s not new; Ofcom has been promising this for nearly two years. A regulatory sandbox is a live testing scenario for new products or services in a controlled environment. It is a “safe space” for business, as the regulators may or may not permit…

Wireless Watch
5th December 2023

Brazil API launch sets pulses racing

News that Brazil’s big three telcos have joined the GSMA’s Open Gateway API initiative has set hearts fluttering with the promise of service revenue growth. Is this development a meaningful sign for a limp telecommunications sector, or are we getting carried away? Last week, the GSMA proudly announced that Brazilian mobile operators Claro, TIM Brazil and Telefonica’s Vivo have launched three network application programmable interfaces (APIs) focused on digital security. The three apps are Number Verify, SIM Swap and Device Location. The announcement follows the GSMA’s grand reveal of its Open Gateway initiative at MWC Barcelona back in February – a common open framework between operators to make it easier for developers and cloud providers to build apps and services…

Wireless Watch
5th December 2023

Crown Castle battles Elliott, with towerco expansion model in doubt

For years now, the largest tower operators in the world have been looking for business models to drive their next wave of growth, especially in markets where infrastructure build-out, combined with scaling-up through consolidation, are suffering from laws of diminishing returns. In-building infrastructure, shared small cell RAN, edge compute, fiber and private networks have all been on the agenda, but some of the most active towercos in exploring new markets are now retreating to their core business. This was seen at Cellnex, Europe’s largest pure-play towerco, at the turn of the year, while its major rival, Vantage Towers, has also stopped talking up diversification plans. Now, under pressure from activist investors, the USA’s Crown Castle also seems to be rowing…

Wireless Watch
5th December 2023

Nokia excluded from $14 billion AT&T O-RAN gig, Ericsson delights

In a still-developing story, Nokia has been excluded from a $14 billion Open RAN procurement round from AT&T, with arch-rival Ericsson securing the five-year contract at the expense of Nokia. AT&T has said it plans to use Open RAN to handle 70% of its traffic by 2026, which suggests quite a rapid upgrade cycle. This came after a week where rumors began trickling out that AT&T was considering replacing Nokia as a RAN supplier. Here, the speculation was that AT&T was unhappy with the performance of Nokia’s first generation ReefShark-powered mMIMO units. This was based on undisclosed sources, reported by EJL Wireless (more on that later). Nokia then published a somewhat cryptic comment on AT&T’s plans, before the news had…

Faultline
30th November 2023

OTT Video News, Deals, Launches and Products

Five years ago this week… T-Mobile successfully bought Tele2 in the Netherlands, after a year-long investigation from the European Commission, the 3rd and 4th largest MNOs in the country. The EC’s reluctance regarding the union stemmed more from reflex against going below four operators, as the merged companies reached a combined 25% share of the mobile market, without much of a fixed line network. T-Mobile Netherlands rebranded as Odido recently in September 2023, with a focus on customer service and new subscription services, followed up with a new Android TV decoder hot off the press this week. Smart TVs have usurped set tops for the first time in the US market, with 32% of viewers defaulting to a smart TV OS for viewing, while set…

Faultline
30th November 2023

prplOS high-level API release banishes RDK-B – Airties playing dirty?

Two months since welcoming WiFi software stalwart Airties as a new member, the venerable open source networking consortium the prpl Foundation has scratched support for RDK-Broadband devices from its latest API release – hitting WiFi management rival Plume where it hurts. The prpl Foundation’s just-released High-Level API (HL-API) certification program means that CPE running the prplOS will interoperate with device management systems (such as those from Airties), as well as application ecosystems in gateways, which – the prpl Foundation notes – are in high-demand. This means devices running the RDK-B open source framework, backed by the might of Comcast which owns a stake in Plume, will not interoperate with the HL-API which is designed to reduce customization time and effort…

Faultline
30th November 2023

id3as teases Norsk Studio, democratizing streaming workflows

Like many vendors at the SportsPro Madrid conference this week, UK-based streaming specialist id3as has a vested interest in the fragmentation of OTT sports rights and frankly any live event delivered over the internet. The business of live streaming sports is booming, and so the Spanish capital was a fitting venue for a pre-launch preview of Norsk Studio, a new workflow design interface for the Norsk low-code live streaming software development kit (SDK). Like many demonstrations given at the convention, the showcase was presented on a tablet, and not at one of the 15 costly exhibit booths. id3as CEO Adrian Roe, alongside Chief Business Development Officer Dom Robinson, displayed a prototype of the Norsk Studio offering, scheduled for launch in…

Faultline
30th November 2023

Winners and losers of smart TV OS licensing war will emerge in 2024

With Amazon recently confirming its long-rumored custom Linux-based operating system, coined Vega, while smart TV maker Vizio has been showered with praise for its aggressive entrance into third-party licensing of its SmartCast OS, it is obvious that this trend of TV OS fragmentation will at some point reverse. Yes, Amazon has already been present in this space with its Fire TV-branded smart TVs and streaming dongles, based on Android Open Source Platform (AOSP), but the investment in a proprietary TV OS stack shows Amazon is as serious about streaming as it is about cloud computing and Black Friday deals. As a result, Amazon’s Vega play will accelerate the pace of TV OS consolidation, and while the cloud-retail behemoth’s shift away…

Faultline
30th November 2023

SportsPro Madrid: Anti-piracy silence betrays rights owner neglect

Anyone looking through the panel agenda for this year’s SportsPro Madrid Summit would notice one topic was glaringly absent – anti-piracy. The issue, hyper-relevant to live sports, was hushed behind talks of monetization, the advent of D2C streaming, rights fragmentation and non-exclusivity, and even FAST channels for crying out loud. Traditional content security vendors were also notoriously quiet at the event, for which Faultline acquired a last gasp press pass. Representatives from Viaccess-Orca and Irdeto were nonplussed by the omission of anti-piracy from the conference agenda. We argue that content protection is a topic worth mentioning at an event attracting sports rights holders. Perhaps, with SportsPro being an OTT-focused event (formerly called SportsPro OTT Summit), there was an active agenda…

Rethink Energy
29th November 2023

Mexico at crossroads – 2024 election and $10bn investment

Mexico’s president, Andrés Manuel López Obrador, announced that an unnamed developer is set to invest $10 billion in a green hydrogen project in the southern Mexican state of Oaxaca. The funding is expected to come from a Danish financial economic fund, and the project aims to produce green hydrogen as an alternative to fossil fuels in the shipping industry. The developer is not explicitly named but signs suggest that Copenhagen Infrastructure Partners (CIP) might be involved, as the Danish fund had confirmed its development project in Oaxaca in August. CIP has been reluctant to provide specific details, leaving room for uncertainty.   The potential green hydrogen hub in Oaxaca would be a significant development for Mexico, representing its first large-scale…

Rethink Energy
29th November 2023

EU solar manufacturing failing to get off the ground

Last week saw REC Group shutter its polysilicon production in Norway, with CEO Jan Enno Bicker complaining that his Chinese rivals enjoy an electricity price of just $37 per MWh – while Norway can host that kind of electricity price, Bicker states that they pay ten times that on the spot market. The Chinese electricity cost contributes about $2 per kg to cost of production, and the current market price is under $9 per kilogram. By itself, this is no outrage – the polysilicon price has fallen to the same level which in 2020 killed off most Western polysilicon manufacturing in the first place. REC Group only revived its Norwegian polysilicon production in March to catch the tail end of…

Rethink Energy
29th November 2023

VW and GM begin feeling the downsides to incumbency

Volkswagen brand chief Thomas Schäfer has announced – in no uncertain terms – that the group’s Volkswagen brand is no longer internationally competitive, and that it is starting cost-cutting measures beginning with headcount reductions. The news comes as incumbent automotive manufacturers including the wider VW Group, General Motors (GM), and Stellantis have all announced revisions to their electric vehicle (EV) development plans. Schäfer specifically stated, “With many of our pre-existing structures, processes, and high costs, we are no longer competitive as the Volkswagen brand,” really driving home that the company is in dire need of change if it is going to succeed into the future. VW will be in talks with the relevant unions to begin headcount reduction as soon…