➀ Netgear has launched the Nighthawk M3 mobile hotspot router, offering 5G connectivity with speeds up to 2.5Gbps and a total aggregated WiFi speed of 3.6Gbps. The router is powered by the Qualcomm Snapdragon SDX62 Mobile Platform and supports dual-band 2.4GHz and 5GHz AX3600 WiFi 6. It has a 5185mAh battery for up to 13 hours of use. ➁ The M3 features an in-home performance mode that boosts WiFi coverage up to 1000 Sq. ft. ➂ It supports VPN pass-through and password protection for secure network access.
Recent #5G news in the semiconductor industry
➀ Nokia has been awarded over 3,000 sites by Deutsche Telekom to support its multi-vendor O-RAN network in Germany. The deal includes Fujitsu and covers a mass rollout of O-RAN-compliant technology. Nokia will supply equipment from its 5G AirScale portfolio and its ReefShark SoC technology. ➁ The deal will see Nokia replace the incumbent vendor in the covered area. ➂ Nokia will also deploy its AI-powered MantaRay NM solution for improved network monitoring and management.
➀ The 3Q 2024 Mobile Core Network (MCN) market saw a 12% year-over-year (y-o-y) increase after a 15% y-o-y decline in the previous quarter. ➁ The 5G MCN market rebounded with a 20% y-o-y growth. ➂ Dell'Oro estimates the 2024 MCN market revenues will end below 2023, and 2025 will be slightly higher than 2024.
➀ Finwave Semiconductor CEO Pierre-Yves Lesaicherre discusses his extensive experience in the semiconductor industry and his leadership at Finwave.
➁ The company's strategic partnership with GlobalFoundries for GaN-on-Si technology development and licensing is highlighted.
➂ Lesaicherre addresses the challenges of introducing new technology and the company's solutions for high-frequency RF communications.
➀ Apple's iPhone 16e features its first in-house 5G modem, the C1 modem, while the C2 is in testing.
➁ The C3 modem is set for a 2027 release, coinciding with the end of Apple's Qualcomm licensing agreement.
➂ Apple has been working on in-house 5G modems and will launch the next-gen C3 modem in 2027.
➀ SIMCom has announced a 'RedCap' 5G wireless comms module at Electronica in Munich; ➁ The module, SIM8230, supports Release 17 SA and has interfaces including PCIe, USB2.0 and GPIO; ➂ It delivers up to 220Mbit/s(DL)/100Mbit/s(UL) for sub-6G stand-alone or 200Mbit/s(DL)/75Mbit/s(UL) for LTE.
➀ Nvidia and Softbank are collaborating to integrate AI-servers into telecoms cell towers. ➁ SoftBank has demonstrated its Nvidia-accelerated AI-RAN technology achieving carrier-grade 5G performance. ➂ The aim is to reduce latency by placing AI processing closer to where it is used, enabling applications like autonomous cars and robot control.
The RAN market, excluding services, declined for the sixth consecutive quarter in 3Q24, with worldwide revenues down 10 to 20 percent year-over-year. Huawei, Ericsson, Nokia, ZTE, and Samsung are the top five suppliers. The worldwide RAN market is expected to grow at a low single-digit rate in 2025, mainly driven by growth in North America and APAC, excluding China.
➀ An interdisciplinary team in France and Germany has developed hybrid operating rooms using 5G and AI to improve patient outcomes; ➁ The project, 5G-OR, aims to reduce complications and streamline workflows; ➂ The team has implemented AI-assisted monitoring, AI-supported analysis of surgical data, robot-assisted telesurgery, and mobile robotic support in the OR; ➃ The focus is now on transferring these applications into clinical practice and expanding the network for broader user feedback and international collaboration.
➀ Wi-Fi 6 and 7 are advancing wireless technology with improved speed, efficiency, and low latency, addressing modern connectivity needs. ➁ The article highlights the features of Wi-Fi 6 and 7, such as OFDMA, MU-MIMO, TWT, and MLO, and their impact on IoT and smart homes. ➂ It discusses the challenges and future adoption of Wi-Fi 7, emphasizing the importance of RF design, power efficiency, and thermal management.
➀ SRS has integrated and tested nine O-RAN Radio Units (O-RUs) from leading vendors with its srsRAN Enterprise 5G software solution; ➁ The solution aims to simplify the deployment of 5G private networks with high-performance, low-latency connectivity; ➂ SRS's unique Open Fronthaul (OFH) library and API accelerate the integration of new O-RU models.
➀ Wind River is collaborating with Rakuten Symphony to accelerate the adoption of O-RAN. The collaboration includes expanding Rakuten Symphony's partner ecosystem for O-RAN 4G and 5G solutions. ➁ A proof of concept has been completed, including Rakuten Symphony's O-RAN 4G and 5G SA vDU and vCU running on Studio Operator. ➂ Future collaborations include integrating Wind River's eLxr Pro into Rakuten Symphony's cloud portfolio and integrating Rakuten Symphony's Cloud Native Storage into Studio Operator.
➀ Constellation.global, a French startup, secures €9.3 million in funding for its 5G space connectivity project; ➁ The investment will enable the company to conduct ground and orbit connectivity tests and complete engineering studies for the first two satellites; ➂ The company aims to provide high-speed, low-latency internet access to telecom operators using 5G spectrum.
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.