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Record WLAN shipments and revenues in Q4 – Cisco shipped ‘more than ever’

The fourth quarter of 2022 saw record shipments of enterprise-geared wireless LAN (WLAN) devices, mostly Wi-Fi devices, with volumes topping 10 million in the period, according to research firm Dell’Oro Group. Revenues spiralled upwards, alongside, to reach $3 billion, also a record. Cisco shipped...

Additional chip restrictions could impact Nvidia, Qualcomm

The White House is pondering more extensive U.S. limitations on the sale of chips and chip-making equipment to Chinese companies, and those could have substantial impacts on Nvidia's ability to sell to Huawei and a lesser impact on Qualcomm, according to press reports on...

China ramps up 6G R&D focus to spur Industry 4.0 drive

The Chinese government is to put major focus on 6G technologies, according to Chinese state newspaper Global Times. It reckons China has a competitive advantage in cellular because of its technology capability and application scenarios, said the report. An official from the Ministry of Industry...

Chinese balloon equipped to collect communications information: State Department

The high-altitude Chinese balloon that traveled over the United States in the past week was equipped to "collect and geolocate" communications signals, according to the U.S. Department of State and published reports. Chinese officials have claimed that the balloon was a "civilian airship" used for...

‘A fork in the road’: 5G policy as a strategic imperative

Rosenworcel points to ITU presidency as evidence of importance of the vision of free-market democracies in tech 5G and other advanced technologies can be used to support and promote free markets, democracy and innovation, or exploited for "social control and information operations" by authoritarian governments—so...

5G hits the open water with Adora Cruises, China Telecom partnership

The 5G ship is scheduled to set sail at the end of this year Adora Cruises and the Shanghai branch of China Telecom have announced plans to launch the world’s first 5G cruise ship. In addition to 5G, passengers on the 135,500-gross-ton vessel can...

Maersk announces major smart logistics centres in China, Norway, Pakistan

Danish shipping company A.P. Moller - Maersk (Maersk) has announced new smart logistics and warehouse facilities in China, Norway, and Pakistan. Each site puts focus on innovation and environmental sustainability. Maersk has also confirmed the acquisition of Danish project logistics specialist Martin Bencher Group...

“Customer and vendor, home and abroad” – China’s JDL explains global private 5G vision

The smart logistics operation at China-based retail giant JD.com “makes Amazon look primitive”, reckons regional English-language title The Asia Times. Certainly, its warehousing and fulfilment business, JD Logistics (JDL), caught the attention of the industrial tech media this summer when it revealed a fleet...

Private networks in numbers – surge or stasis? (Down a rabbit hole with a calculator)

We need to talk about private networks (some more). Because earlier this month, Enterprise IoT Insights opened the European edition of Private Networks Forum with a salutary address about the market, going so far as to suggest business is “flying” in most major industrial...

VW agrees €2.4bn auto-drive JV with Horizon Robotics in ‘most important’ China

Volkswagen (VW) Group is to invest €2.4 billion into a joint-venture partnership with China-based Horizon Robotics, maker of “energy-efficient computing solutions for smart vehicles”, to develop autonomous vehicles and driving systems for the Chinese market. The partnership is being led on the Volkswagen side...

Sequans set for ‘big’ China debut – via licensing deal with unnamed partner

IoT chip and module maker Sequans Communications has gained entry to the Chinese market, via an unnamed partner—and it expects the results to be very, very big. The firm announced that it has struck a five-year strategic licensing deal that gives the Chinese partner...

The question is always the same: ‘Can we trust you?’ – NTT on its big-ticket 5G wins

NTT is making waves in the private 5G market right now; deals with BMW on a test installation at its production site in Dingolfing in Germany and with local airport operator Fraport on a major commercial engagement at Frankfurt Airport (which followed a parallel...

Five thousand private 5G networks in China? BS! Talking definitions, storms in teacups

Someone somewhere said something about 5,000 ‘private networks’ in China. (Forgive me for not having the reference to hand; I am trying to write quickly and cover ground.) The point, as always, seemed to be just that China is running away with it –...

Semtech/Sierra, Telit/Thales set ground for new east-west IoT clash (Analyst Angle)

There were two high profile pieces of M&A news in the IoT hardware space in the last week. First up, on Friday 29th July, Telit and Thales announced that they were combining the assets of Telit with those of Thales’ IoT hardware business into...

BMW recruits NTT and Intel for private 5G test site to drive Industry 4.0 gains

Some new light on the murky, creeping digital change taking place in the automotive sector, long-considered the flashiest venue for Industry 4.0 (but highly secretive and deeply conservative), and specifically at one of its blue riband manufacturers, in the original home of Industrie 4.0; German...

Private 5G in China – JD Logistics powers through big summer sale with 5G AGV fleet

JD.com, the other mega China-based online retailer, has been running at least 100 “self-developed” automated guided (or “ground”) vehicles (AGVs) over a private 5G network, apparently from local vendors Huawei and ZTE, to automate certain pick-and-pack supply chain operations at its busiest warehouse complex...

The trouble with private 5G for Industry 4.0 | Part 3 – the spectrum

This is article is taken from a recent editorial report on Industrial 5G Innovation – From Setting Standard to Becoming Standard; the previous instalment in this serialised version of the report is available here. Subsequent instalments are listed below (linking either to the original...

Deutsche Telekom and Telia strike back at anti-operator agenda in private 5G market

Right, let’s see how good my notes are two days later; shortly following a shot-across-the-bows from a top analyst at a London private 5G event (Omdia’s Pablo Tomasi at Private Networks in a 5G World), Sweden-based Telia and Germany-based Deutsche Telekom, on behalf of...

China leads smart-factory hall of fame – US way behind as Industry 4.0 powerhouse

The World Economic Forum (WEF) has added 13 new smart factories to its ‘global lighthouse network’ of flagship sites for advanced manufacturing; its total network, proclaimed for their use of “Fourth Industrial Revolution technologies”, now stretches to 103 manufacturing facilities and “value chains”. Besides,...

FCC revokes US operations of another Chinese telecom company

The Federal Communications Commission has revoked the ability of another telecom company, Pacific Networks and its subsidiary ComNet, to operate in the U.S., after determining that the Chinese-owned companies pose a national security risk. The company primarily offers retail calling card services to U.S....

Standards, certifications, patents – 10 key NB-IoT challenges (6-10)

This article is continued from a previous entry, covering key NB-IoT challenges 1-5 – which is available here. Both articles are taken from a new report, entitled NB-IoT – what has gone wrong, and when will it go right? The full report is available...

Roaming, billing, provisioning – 10 key NB-IoT challenges (1-5)

Note, this article is taken from a new report, entitled NB-IoT – what has gone wrong, and when will it go right? The full report is available here. A webinar on the same topic is available here, with panellists from BICS, Sequans, and Nordic...

Ericsson Q3 earnings: Strong 5G sales offset setbacks in China and from chip shortage

Ericsson has secured 5G contracts from all three top U.S. carriers, helping the company absorb losses in China Ericsson has reported third-quarter profit of $665.2 million. The company’s loss of market share in mainland China — due to tensions resulting from Sweden’s ban on Huawei...

‘No one is making money’ – the China NB-IoT story is a cautionary tale, says Nordic

The China model for NB-IoT – state-sponsored incentives, flat-rated airtime pricing, commoditization of hardware – is not all it is cracked up to be, reckon some. Market stats, from various analyst groups, suggest the lion’s share (anecdotally, 90-95 percent) of the NB-IoT market, as...