China has launched a pilot program to expand foreign investment in its value-added telecom services sector, allowing foreign companies to wholly own businesses such as internet data centres and engage in online data and transaction processing. The initiative is being implemented in four key regions – Beijing’s national demonstration zone, Shanghai’s free trade zone, the Hainan Free Trade Port, and Shenzhen’s socialist modernisation pilot zone.
The program aims to align China’s telecom sector with high-standard international economic and trade rules, improve regulatory frameworks, and reduce market barriers for foreign investors. By opening up sectors like cloud computing and computing power services, China seeks to diversify market supply, boost innovation, and foster greater integration of digital technologies across industries.
In response to this initiative, companies like HSBC are preparing to participate, with HSBC Fintech Services applying for an internet content provider permit to enhance its digital services and business transformation. The Ministry of Industry and Information Technology (MIIT) has committed to monitoring the program’s effects, possibly expanding its scope based on its success. By improving the business environment and encouraging new business models, China is positioning itself as a more attractive destination for foreign investment in the telecommunications sector.
The competition between Elon Musk and Mukesh Ambani is intensifying as they vie for dominance in India’s emerging satellite broadband market. After India’s government decided to allocate satellite spectrum administratively, rather than through auction, the stage is set for a fierce battle. Musk’s Starlink, which uses low-Earth orbit (LEO) satellites, is poised to enter the Indian market, while Ambani’s Reliance Jio has already partnered with Luxembourg-based SES, utilising medium-Earth orbit (MEO) satellites.
The stakes are high as satellite broadband promises to bring internet access to remote areas of India, helping to bridge the country’s digital divide. Both billionaires have taken opposing views on how the spectrum should be allocated, with Ambani pushing for an auction, while Musk argues for the administrative model, aligning with international standards. India’s telecom regulator has yet to announce spectrum pricing, but projections indicate that satellite internet could reach two million subscribers by 2025.
This rivalry underscores the vast potential of the Indian market, where nearly 40% of the population still lacks internet access. Both Musk and Ambani are vying to capture this untapped segment, but pricing will be critical, especially in a country where mobile data is among the cheapest globally. Analysts predict a price war, with Musk’s deep pockets potentially giving Starlink a competitive edge, though challenges remain due to Starlink’s higher costs compared to local providers.
Qualcomm has announced a partnership with Google to create advanced AI tools for the automotive industry. This collaboration will allow automakers to develop customised voice assistants without relying on a driver’s mobile phone. Qualcomm’s expertise in chips and Google’s Android Automotive OS will be merged to provide a seamless experience for vehicle computing systems.
The Android Automotive OS, distinct from Google’s Android Auto, powers internal vehicle systems instead of simply mirroring apps from smartphones. Automakers will be able to personalise their AI voice assistants using this technology, offering features independent of phone connectivity. Qualcomm highlighted that this shift in strategy with Google aims to eliminate confusion for automakers by streamlining their services.
Qualcomm also launched two new chips designed to enhance driving experiences. The Snapdragon Cockpit Elite will focus on powering dashboards, while the Snapdragon Ride Elite will support autonomous driving systems. These innovations build on Qualcomm’s growing presence in the automotive sector, which includes partnerships with companies like General Motors.
Mercedes-Benz plans to integrate the Snapdragon Cockpit Elite chip into future models, though the exact timing and vehicle models remain undisclosed. Qualcomm continues to expand its influence in automotive technology, further positioning itself as a key player in the industry’s digital transformation.
Marvell Technology, a leading US chip manufacturer, has announced it will raise prices across its entire product line starting January 1, marking the first major price increase in the optical communications sector. This decision comes after Marvell’s strong financial performance last quarter, driven by the surging demand for AI-related products, including ASICs and silicon photonics for data centres. The price hike is seen as a way to capture new market opportunities and support ongoing investments in innovative technologies.
A leaked notification letter from Marvell’s Senior Vice President of Global Sales, Dean Jarnac, revealed that the global demand for AI and accelerated computing is pushing companies like Marvell to expand production capacity and invest in new manufacturing bases. Jarnac emphasised that the price increase is necessary to support these investments, but assured customers that the impact would be minimised and encouraged them to plan their orders accordingly.
Marvell’s recent growth has been fueled by booming demand in the AI space, particularly in its data centre business. Key products such as 800G PAM and 400ZR optical solutions have been central to this success. Marvell’s CEO Matt Murphy highlighted the company’s optimistic outlook, expecting continued revenue growth in the coming quarter as demand for AI and data centre solutions continues to rise.
Qualcomm is integrating advanced AI technology from its laptop processors into mobile phone chips. The new Snapdragon 8 Elite chip introduces improved capabilities for generative AI, such as producing images and text.
The chip incorporates Qualcomm’s Oryon custom computing technology, originally developed by engineers who joined the company from Apple in 2021. This innovation aligns with the company’s broader effort to push AI features across various platforms.
Developers will benefit from enhanced tools that complement existing Android functionalities, allowing deeper use of the Snapdragon chip’s AI capabilities. Qualcomm aims to distinguish its approach from Google’s rapid developments in AI by offering unique technologies to app creators.
Major companies, including Samsung, Xiaomi, and Asustek, are set to integrate Qualcomm’s latest chips into their devices. This marks another step in the company’s strategy to remain a leader in mobile computing and AI solutions.
Russian government spending on iPhones between January and September was four times higher than during the same period last year, according to Vedomosti. Security warnings and restrictions on some officials have not prevented these purchases.
The Federal Security Service (FSB) last year accused the US of using spyware to compromise thousands of iPhones. Although Apple rejected the claim, officials preparing for the 2024 presidential election were instructed to avoid iPhones over espionage concerns.
Contracts for iPhones totalled 6.9 million roubles for the first nine months of 2024, compared to 1.6 million the previous year. Despite the digital ministry banning iPhones for work purposes, officials and institutions continue to procure them.
Demand for the latest iPhone 16 remains strong, with consumers relying on grey-market imports after Apple halted direct exports due to the conflict in Ukraine. Even with higher prices, interest in Apple products across Russia shows no signs of slowing.
Italy is preparing to introduce regulations that will require major tech companies to contribute to the costs of building telecoms infrastructure. Industry Minister Adolfo Urso stated that the government is working to ensure that companies such as Google, Meta, and Amazon bear part of the financial burden for expanding high-speed networks.
Telecom providers, including Telecom Italia and Deutsche Telekom, argue that these Big Tech firms generate much of the internet traffic and should therefore share the costs of network development. The proposed measures, which some refer to as ‘fair-share funding,’ have been backed by ruling politicians in Italy.
Proposals presented in parliament aim to set up agreements where Big Tech would negotiate technical and financial terms to support telecom infrastructure investments. Lawmakers believe this will help maintain the expansion of electronic communications networks.
This initiative is in line with similar efforts from the European Union, which has called for large tech platforms to contribute to network funding before the re-election of European Commission President Ursula von der Leyen in June.
The Canadian Radio-television and Telecommunications Commission (CRTC) is enhancing connectivity and cultural engagement across Canada through its strategic plan, ‘Connecting Canadians through technology and culture.’ The plan prioritises improvements in internet and cellphone services by promoting competition and investment to ensure reliable and affordable access for all Canadians, including those in rural, remote, and Indigenous communities.
Additionally, the CRTC is advancing the amended Broadcasting Act through public consultations that require online streaming services to contribute approximately $200 million annually to the Canadian broadcasting system. The ongoing implementation of the Online News Act reflects the CRTC’s commitment to establishing a robust framework for digital news media, ensuring diverse and reliable sources for Canadians.
CRTC is also focused on investing in its capabilities to serve Canadians better in the future. The commission aims to enhance its effectiveness in regulating telecommunications and broadcasting services by emphasising modernisation and strategic investments. This proactive approach benefits consumers and positions Canada at the forefront of technological innovation and cultural engagement in a rapidly evolving global landscape.
Key stakeholders in Nigeria’s telecommunications sector urge the federal government to strengthen telecom infrastructure security, designated as Critical National Infrastructure (CNI). They raised concerns about vandalism, theft, and cyber-attacks that threaten these assets, which are vital for supporting the country’s digital economy.
Furthermore, while stakeholders, including IHS Towers and ALTON, praised the federal government for recognising the importance of telecom infrastructure, they emphasised the need for a comprehensive protection plan to secure these assets. In addition, they called for collaboration between the government and telecom operators to develop a Critical National Information Infrastructure Protection Plan (CNIIPP) and proposed the creation of a centralised database to monitor telecom infrastructure.
Moreover, in addition to protecting telecommunications infrastructure, stakeholders stressed the need for long-term strategies to ensure the sector’s sustainability. By safeguarding critical assets, Nigeria can support the growth of its digital economy and strengthen national security. IHS Towers, in particular, highlighted the importance of joint efforts in developing robust protections to prevent vandalism and cyber threats, which could otherwise undermine Nigeria’s telecommunications network. Strengthening this infrastructure will help build a secure, sustainable, and connected future for Nigeria.
Sri Lanka is set to amend its Telecommunications Regulatory Commission Act for the first time in 28 years, allowing third-party companies to construct telecom towers. That significant change aims to enhance competition and foster development in the telecommunications sector while promoting sustainable growth and ensuring market fairness.
The need for this amendment has arisen from financial constraints resulting from an unprecedented economic crisis, forcing telecom companies to reduce their budgets for building new towers, thereby slowing infrastructure development. By enabling independent companies to take on tower construction, the government seeks to address these challenges.
Specifically, it plans to build 276 new towers to boost connectivity and expand the digital economy from $2.3 billion in 2023 to a projected $15 billion by 2030. Furthermore, while independent firms will be responsible for tower construction, telecom companies will continue to provide other necessary equipment, ensuring a collaborative approach to improving network coverage.
Moreover, the amendment to the TRC Act will be tabled in parliament, with a debate expected to occur within the next two months. This legislative change represents a proactive step toward enhancing telecommunications infrastructure in Sri Lanka, thereby positioning the country for greater digital advancement in the coming years.
