Telecoms, Mobiles, 5G, Satellites etc. 01 (May 08 - May 21)

[winston]

Malaysia: 5G is here to stay

By GANESHWARAN KANA

“On average, the Big Three telcos namely Digi, Axiata (which owns Celcom) and Maxis have recorded earnings before interest, tax, depreciation and amortisation (Ebitda) margin of above 40% in the past years.

The 5G SPV, or Digital Nasional Bhd to be exact, will invest about RM15bil over a period of 10 years to roll out 5G, beginning from end-2021.

“Elevated costs associated with a single-entity rollout would likely be passed on to operators in the form of higher wholesale costs, and in turn, operators would find it difficult to extract higher margins from selling these services to their customers.

On average, he expects the O&M costs to “roughly be about RM600mil to RM800mil a year”, depending on how intensive the rollout would be in a particular year.

Marshall also says that Digital Nasional will likely front load the investments, possibly investing 25% of the RM15bil in the first two years.

“Following that, about 15% to 20% will be spent in the next few years and the percentage will gradually drop in the following years.

Source: The Star

https://www.thestar.com.my/business/bus ... re-to-stay

[winston]

IDC: Global Wearable Device Shipment +27.2% in 4Q20; Apple, Xiaomi Reign over Mkt Shr Chart

The world's wearable device shipments ballooned 27.2% YoY to 153.5 million units in the fourth quarter of 2020, reported IDC.

By brands, Apple (AAPL.US) +2.960 (+2.446%) 's shipment burgeoned 27.2% YoY to 55.6 million units in the quarter, with a 36.2% market share.

XIAOMI-W (01810.HK) 's shipment grew 5% YoY to 13.5 million units, coming in second by market share.

Source: AAStocks Financial News

[winston]

Phone shipments plunge 34pc

Shipments of smartphones within China fell 33.9 percent year-on-year to 26.97 million handsets in April, the China Academy of Information and Communications reported yesterday.

The figures suggest that the handset industry has returned to pre-pandemic levels, but nevertheless mark an end to a surge earlier this year.

Shipment numbers are down from 40.8 million in April 2020 and 35.5 million in March 2021, according to the CAICT, a state-backed think tank.

The year-on-year decline is in part due to April 2020's surge in shipments following a low point as Covid-19 peaked in China.

However, the most recent monthly figures also fall below those of April 2019, when vendors shipped 34.8 million devices.

Despite the pandemic's retreat in China, handset brands now face production issues due to a global computer chip shortage.

A combination of factors, including demand miscalculation, unexpected factory shutdowns and US-China tensions, caused a number of automobile companies to report chip sourcing issues in late December.

Meanwhile, production of the Apple iPhone 12 at a Foxconn factory in India has fallen by more than 50 percent because workers infected with Covid-19 have had to leave their posts, two sources said.

Source: Reuters

https://www.thestandard.com.hk/section- ... lunge-34pc