➀ The RAN market is facing a second consecutive year of steep declines after a 40 to 50 percent revenue growth between 2017 and 2021; ➁ The downward pressure is expected to persist until 6G becomes a reality; ➂ Operators will need to optimize their spectrum roadmaps to address various data traffic scenarios, and the RAN market may see further downward pressure due to the slowing growth of mobile data traffic.

➀ Dell'Oro reports a 10% YoY decline in global telecom capex in H1 2024; ➁ Operators are scaling back investments in 5G and fixed broadband due to factors like inventory build-up, weaker demand in key regions, and technology monetization challenges; ➂ Global carrier revenues are expected to grow at a 1% CAGR over the next three years.

➀ A new report by Novaspace estimates the satellite market size by 2033, forecasting daily launches of 7 tons of satellites; ➁ Demand is expected to reach 3,700 units annually, driven by NGSO constellations; ➂ Mega-constellations like Starlink, Kuiper, G60, and GuoWang will dominate the market.

➀ The worldwide telecom equipment revenues across six programs tracked by Dell'Oro Group declined 16% Y/Y in 2Q24. ➁ The decline reflects slower revenue growth in all regions, with China's market contracting by 17% Y/Y. ➂ Supplier rankings remained mostly unchanged, with Huawei and ZTE gaining market share.

1. iPhone 16 models in the US lack a SIM card tray, requiring users to switch to eSIMs; 2. This change is not applicable outside the US, where all models come with a SIM card tray; 3. iPhone 16 models outside the US lack 5G mmWave support, which is available in the US models; 4. eSIMs offer benefits like multiple numbers and networks on a single device; 5. Removing the SIM card tray simplifies manufacturing and improves water and dust resistance.

➀ Yole Group predicts a CAGR of 9% for the advanced IC substrate market between 2024 and 2029, reaching $25.53 billion in 2029; ➁ The market is seeing a shift from organic core substrates to glass core substrates, driven by demand for FC BGA substrates and 2.5D/3D advanced packages; ➂ Investment in expansion and new plants for high-end substrates is increasing, particularly in the U.S. and China, supported by local government incentives.

➀ The Q2 2024 revenue for broadband access equipment sales fell 8% year-over-year (y-o-y) to $4.2 billion; ➁ Cable operators are experiencing reduced subscriber growth due to competition from fiber ISPs and fixed wireless providers; ➂ Total PON equipment spending declined by 6% from Q2 2023, primarily due to a 18% decrease in spending on PON OLTs; ➃ Spending on fixed wireless CPE increased by 32% Y/Y, driven by strong growth in 5G Sub-6 GHz unit shipments in North America.

1. India's 5G smartphone market share surpassed the US in the first half of this year, reaching about 13%; 2. Xiaomi, Vivo, Samsung, and other smartphone brands have seen a significant increase in their market share; 3. The growth of budget 5G phones has contributed to the rapid adoption of 5G in India.

1. AT&T's new cash flow pattern post-divestiture of noncore businesses is underappreciated and could boost the stock price due to seasonal cash flow increases. 2. The company is transitioning, with newer businesses like 5G expected to predominate. 3. Despite potential seasonal dips, the long-term outlook is positive if management sustains single-digit growth.

➀ Richardson RFPD, an Arrow Electronics company, has introduced a series of Ka-band, GaN-on-SiC MMIC power amplifiers from United Monolithic Semiconductors. ➁ These devices, available in die and plastic QFN packaging, support Ka-band SATCOM uplink and 5G FR2 bands. ➂ The amplifiers feature high power, high PAE, and high linearity, optimized for transmitting modulated waveforms up to 42 GHz.

1. Ericsson reported better-than-expected Q2 results, driven by a 5G licensing deal that boosted revenue and margins. 2. North American revenue growth is positive, but guidance suggests no fundamental shift towards significant new deployments. 3. The long-term outlook remains weak with low single-digit revenue growth and modest operating leverage potential, unless midband 5G and IIoT deliver substantial benefits.

➀ Farnell is now shipping Toshiba's high-power SPDT RF antenna switch, crucial for 5G network expansion. ➁ The TCWA1225G switch offers 46 dBm peak input power in a compact design, supporting complex signal paths without increasing antenna size. ➂ Toshiba's SPDT RF switch addresses the need for low insertion loss and high input power in massive MIMO technology, essential for 5G telecommunications.

1. Fraunhofer researchers are developing data networks using light to connect devices in clinical and industrial settings. 2. The project, LINCNET, combines electrical networks with 5G to create low-cost, wireless solutions with reduced electromagnetic emissions. 3. LiFi technology offers robust data transmission with high speed and security, suitable for both healthcare and Industry 4.0 applications.

1. Dr. Ali Sadri discusses overcoming 5G limitations through technologies like RIS and in-building wireless coverage. 2. Slow 5G speeds in the UK and high adoption rates in the US and Middle East highlight the need for innovation. 3. Solutions like RIS, smart repeaters, and DAS are crucial for enhancing 5G performance and public confidence in wireless technologies.

1. Qualcomm's Snapdragon 4s Gen 2 aims to bring 5G connectivity to billions of budget Android phones. 2. The platform offers download speeds up to 1Gbps, making it seven times faster than LTE platforms in the same price tier. 3. The Snapdragon 4s Gen 2 features an octa-core Kryo CPU, Adreno GPU, and supports high-resolution camera functions.

1. The Mobile Core Network (MCN) is projected to decline by 10% from 2024 to 2028 due to economic challenges and slow 5G Standalone adoption. 2. Dell'Oro reports a fifth consecutive reduction in MCN market growth rate, with the 5-year CAGR turning negative for the first time. 3. The Multi-Access Edge Computing (MEC) market, a subset of MCN, faces an 18% reduction in cumulative revenue forecast, with initiatives like open APIs and Release 18 aiming to address these issues.

1. David Wang, Huawei's ICT Infrastructure Managing Board Chairman, emphasized accelerating the development of 5G advanced technologies from the perspectives of 'AI for network' and 'network for AI' to create new business values. 2. Huawei showcased 5G advanced commercial cases and the blueprint of evolved 5G at MWC Shanghai, highlighting 5G advanced as essential for the mobile AI era. 3. The article predicts that 2024 will mark the beginning of the mobile AI era with the commercialization of 5G advanced and other AI devices, playing a crucial role in popularizing intelligent services.

1. Keysight Technologies announced that Samsung Semiconductor India Research has adopted the Keysight Signaling Field-To-Lab solution for its 5G workflow. 2. The solution aims to streamline and automate the field-to-lab process in SSIR's Bengaluru lab. 3. This end-to-end 5G wireless protocol signaling solution enhances end-user quality of experience by facilitating the replication and resolution of field issues in a lab setting.

1. Imec unveiled two ADCs at the IEEE VLSI Symposium, designed for 'beyond 5G' communication, one for base stations and one for phones, both operating up to 5GHz. 2. The base station ADC is a 10Gsample/s CMOS hierarchical time-interleaved ADC with 9 ENOB at low frequencies and 8.2 ENOB at Nyquist, consuming 350mW. 3. The handset ADC uses a multi-bit pipelined architecture with background calibration, achieving 10.91 ENOB and 81dB SFDR at 1Gsample/s with 17.8mW consumption.