Telecoms, Mobile Phones, 5G, Satellite Communications etc.

[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

[winston]

IDC: EMEA Smartphone Shipment Grows 20.9% to 93.06M in 1Q; XIAOMI Ranked 2nd in Mkt Shrs

The first quarterly handset shipment of the EMEA market reached 93.06 million units, up 20.9% year-over-year, reflecting a total value of USD31.676 billion, reported IDC.

The sales in Europe alone amounted to USD23.196 billion, which was almost a 30% year-over-year increase.

IDC expressed that the growth came as less as an surprise as respective areas had been in lockdown during the same period last year.

Samsung is crowned champion in the EMEA market in the first quarter with a 32.8% market share, with XIAOMI-W (01810.HK) being the second best performer, recording a 95.8% year-over-year shipment growth, while Apple (AAPL.US) takes fourth place with a 14.3% market share.

Source: AAStocks Financial News

[winston]

Canalys: 2021 Global Smartphone Shipment May Rise 12% to 1.4B Units

According to Canalys' expectation, the world's smartphone shipments may burgeon by 12% to 1.4 billion units this year.

This implies a robust revival from last year, when shipments shrank by 7% amid epidemic impact.

Source: AAStocks Financial News

[winston]

CN 2Q21 Smartphone Shipment -17% to 74.9M Units; XIAOMI-W Ranked 3rd

China's smartphone shipments plunged by 17% to 74.9 million units in the second quarter of 2021, as the number of vendors shipping over 10 million units had declined from five to three, reported Canalys.

XIAOMI-W (01810.HK) replaced Huawei to take the third spot in the market, with 12.6 million units of shipment and market share rising from 15% to 17% on a quarterly basis.

Source: AAStocks Financial News

[winston]

Canalys: 3Q Global Smartphone Shipment Slips 6% YoY; Apple Reclaims 2nd Place in Mkt Shrs

The global smartphone shipment volume slipped 6% YoY in 3Q21 as the suppliers struggled to meet the market demand amid component shortages, reported Canalys.

Samsung continued to lead the market with the largest smartphone shipment volume around the world, and market share amounting to 23% in 3Q21, flattish YoY.

Apple (AAPL.US), on the other hand, surpassed XIAOMI-W (01810.HK)and regained the second place in shipment volume, with its market share hiking to 15% in 3Q21 from 12% in 3Q20.

The market share of XIAOMI-W was maintained at 14%, while vivo and OPPO continued to be ranked as fourth and fifth, with a market share of 10% each, according to data from Canalys.

Source: AAStocks Financial News

[behappyalways]

6G mobile transmission technology that’s 100 times faster than 5G reached in Chinese lab
https://m.youtube.com/watch?v=6c4We8QnWBs

[winston]

CN Feb Handset Sales Tank Over 20% YoY, MoM; Xiaomi Sales Dive 20.1% YoY: Study

China recorded a smartphone sales volume of about 23.48 million units in February, down 20.5% annually and 24% monthly, according to statistics from CINNO Research.

OPPO and HONOR dominated the domestic smartphone sales chart during the month, with respective volume of 4 million units and 3.9 million units.

XIAOMI-W (01810.HK) was ranked fifth in the chart, with a volume of 3.6 million units (down 20.1% YoY and down 17.9% MoM).

Source: AAStocks Financial News

[behappyalways]

Dumbphone Sales Are Soaring As People Revolt Against "Overwhelming" Smartphones
https://www.zerohedge.com/markets/dumbp ... martphones