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

Re: Telecoms & Mobile Phones Sector

Postby winston » Fri Apr 29, 2016 11:48 am

Is Smartphone Industry’s 8% Growth Target Realistic If Apple To Drop 15%?

According to IDC, in the first quarter, the smartphone industry grew by only 0.1%, the slowest on record.

Strategy Analytics, another market survey firm, actually said the market contracted 3% in Q1.


Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... o-drop-15/
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Re: Telecoms & Mobile Phones Sector

Postby winston » Fri May 13, 2016 7:04 am

Time to Cut the Cord? Almost…

By Ben Benoy

Unless you’re a tech historian, the name Marty Cooper won’t jog your memory, even though you probably use a spin-off of his invention several times a day.

Marty invented the first handheld cell phone back in 1973, and is credited as the pioneer behind our current wireless telecommunications industry.

Well, mostly wireless…

At a youthful 87, Marty is still around today, and says his original invention has one glaring flaw.

You have to keep charging its battery.

Of course, that’s something we’ve all grown accustomed to, but it’s a real annoyance having to keep a charger nearby at all times. And with more phones in the world than people, it can be tough even finding an outlet. Have you been to an airport recently?

Well, in the next several years, charging your wireless devices with a cord will become as obsolete as the “Please be kind, rewind” reminders we all came to hate with VHS movie rentals.

And thank goodness – because between smart phones, fitness trackers, wireless medical devices, and now enhanced virtual reality glasses, we’re all turning into a mobile RadioShack!

Looking ahead at this disruptive technology, companies are approaching the cordless charging problem from all angles.

A company called Wi-Charge believes that a laser should beam signals from ceiling fixtures to cell phones. Another called U-Beam is investing in technology that would charge your phone using sound waves!

But the most compelling technology coming to market, at least according to Cooper who sits on their board, comes from a company called Energous Corp. (Nasdaq: WATT).

Energous has designed several prototypes that actually charge your wireless device using the very radio frequencies that allow it to communicate. Any of your wireless gadgets will be able to pull energy directly out of the air and charge instantly in your pocket, purse, secret government location – wherever. If it can receive a radio signal, it can charge.

Maybe you’ve seen the wireless charging mats on sale already, but these are more novelty items since they require you to leave your phone with a device that’s still plugged into the wall. But these wireless devices Energous is working on will take us one step closer to that future without wires we’re all waiting for.

But where there’s innovation, there’s a two-ton, bureaucratic, regulatory body (with fangs) standing in the way.

Indeed, one of the biggest hurdles to making the technology work are the regulatory approvals from the Federal Communications Commission (FCC).

The FCC is charged with ensuring all radio, television, wire, satellite, and cable communications are properly managed and do not interfere with one another.

If you remember how long it took to officially allow mobile communication devices to be used during plane flight take-off and landings, I need to say no more. Expect radio spectrum approvals for using this technology to be extremely slow.

One alternative is using smart phone case technology to extend the battery life of your device.

Nikola Labs made a big splash at TechCrunch Disrupt this year when they revealed a smart phone case that harnesses and recycles unused energy your phone creates, simply by searching for cell towers and Wi-Fi routers.

With regular use, this earth-loving smart case can extend your battery life by about a third. However, get the case close enough to a Wi-Fi router and your smart phone will start charging in a similar manner to the Energous technology.

Bottom line: we are on the cusp of new charging technology that will allow us to finally cut those pesky cords.

If we look back at truly disruptive tech, it’s the subtle technology advances that no one was paying attention to that changed how we live our lives.

SMS text messaging was built into phone networks in the 1980s as a back-up method to communicate using the phones control channel. With smart phones, the technology pivoted and is now globally worth over $100 billion.

And finally, there’s battery life itself. We wouldn’t even need to worry about plugging these devices in so much if they’d just stay charged a little longer.

Rodney will be talking about the latest development in energy storage in June’s Boom & Bust, out later this month. Several companies are starting to maneuver into this space. Overall, it’s a trend that could result in another $625 billion in economic growth by 2025, not to mention make technology more efficient! So look out for that in the coming weeks.


Source: BioTech Intel Trader
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Re: Telecoms & Mobile Phones Sector

Postby winston » Thu Jun 09, 2016 5:13 pm

The great smartphone boom is about to bust

Growth is expected to drop to single digits

By Daniel Howley

Source: Yahoo Finance

http://finance.yahoo.com/news/smartphon ... 03076.html
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Re: Telecoms & Mobile Phones Sector

Postby winston » Tue Jun 14, 2016 11:46 am

June 2, 2016

IDC Lowers 2016 Global Mobile Phone Sales Growth to 3.1%

IDC has lowered the worldwide mobile phone sales forecast from 5.7% growth yearly to 1.5 billion units to 3.1% growth yearly to 1.48 billion units.

IDC also lowered the sales forecast of iPhone from staying flat of 232 million units to 2% fall of 227 million units.

The main mobile phone markets, such as US, West Europe and China, will see low single-digit growth in sales this year, but Japan and Canada will see 6.4% and 6.9% yearly fall of mobile phone sales respectively.

Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector

Postby winston » Tue Jun 14, 2016 1:38 pm

Are Smartphones Set For A Rebound?

By Shuli Ren

By now, slowing Chinese demand for smartphones is well known – Apple‘s stock (AAPL) has fallen 6.5% this year, dragging its Asian suppliers with it.

But there is evidence that smartphone component prices are bottoming, which bodes well for Asian component suppliers, according to Morgan Stanley.

Thanks to earthquakes in Taiwan and Japan, we have a window of opportunity to stock up component suppliers that are well positioned in the second-half this year, when Apple needs suppliers to churn out more components for its iPhone 7.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... a-rebound/
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Re: Telecoms & Mobile Phones Sector

Postby winston » Mon Jun 20, 2016 8:03 pm

Telecoms are on the rise... sector fund IYZ jumps nearly 25% in five months.
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Re: Telecoms & Mobile Phones Sector

Postby winston » Thu Jul 14, 2016 1:40 pm

<Research Report>UBS Expects China Mobile, China Telecom Interim Results to Top Estimates, China Unicom to Miss Estimates

UBS, in its report, said mainland three main telecom shares will release their interim results by August, and UBS expected the interim results of CHINA MOBILE (00941.HK) (CM) and CHINA TELECOM (00728.HK) (CT) to be above estimates; while interim results of CHINA UNICOM (00762.HK) (CU) may be below market expectation due to slow revenue growth.

The report expected the ARPU of CM and CT in 2Q16 to rise 4.5% and 4.3% yearly, mainly on strong 4G growth momentum and lower risk of regulatory requirement to reduce fees;

ARPU of CU is expected to stay flat with weaker position in competition.

The broker gave CM the rating Buy with target price at $110; CT the rating Neutral at target price of $3.9; CU the rating Sell with target price at $8.

Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector

Postby winston » Thu Jul 21, 2016 2:07 pm

<Research Report>BNP Paribas Advises to Buy China Telecom & Mobile, Predicts PRC Telecoms Profit to Rise This Yr

BNP Paribas, in its report, expected the profit of China telecoms can rise this year, due to receding regulatory-led tariff pressures and normalisation of impact from data rollover.

The broker's top sector pick is CHINA TELECOM (00728.HK), given the broker's positive view on CT's integrated services strategy, 13% 2015-18 earnings CAGR and undemanding 3.6x 2017E EV/EBITDA. The broker rated it Buy with target price of $5.2, with over 44% upside.

The broker also like CHINA MOBILE (00941.HK) for its market leadership and cross-selling opportunities between mobile and broadband, thus rated it Buy with target price of $112.

However, the broker is cautious on CHINA UNICOM (00762.HK) given concerns around a protracted operational recovery, but recommend Hold with target price of $8.6.

Source: AAStocks Financial News
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Re: Telecoms & Mobile Phones Sector

Postby winston » Fri Jul 22, 2016 7:09 am

China: Telecom Firms

BNP Paribas said Chinese telecom firms are likely to benefit from the restructuring of fixed-line and mobile services, and as the pressure to cut prices eases, earnings are likely to edge up.

BNP recommended China Telecom.

Source: The Standard
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Re: Telecoms & Mobile Phones Sector

Postby behappyalways » Thu Aug 25, 2016 6:12 pm

Xiaomi: Has the 'Apple of the East' lost its shine?
http://www.bbc.com/news/business-37175056
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