Ericsson Limitless connectivity - Unlimited possibilities | Diskussion im Forum

[Oginvest]

Faced With Slow 5G Rollout, EU Telcos Single Out Big Tech Again

BRUSSELS - Jan. 29, 2024 - (Reuters)European telecommunications lobbying group ETNO on Monday again urged Big Tech to help pay for the rollout of 5G and broadband as it released data showing Europe trails the United States and Asia in 5G networks, cloud computing, investments and revenues.

The comments by ETNO, whose members include Deutsche Telekom, Orange, Telefonica and Telecom Italia, come as the European Commission readies a proposal on digital networks and infrastructure on Feb. 21.

The EU telecoms industry's hopes of getting Alphabet's Google, Amazon, Netflix, Meta Platforms and Microsoft to help pay for the rollout of 5G and broadband were dashed last year after the Commission decided not to propose legislation to this effect but to leave it to the next team in 2025.

Despite a record 59.1 billion euros ($64 billion) in investments by the sector last year, only 10 out of 114 networks in Europe were 5G standalone, ETNO said, citing a report it commissioned from research group Analysys Mason.

On edge cloud, which brings computing capacity close to the end user, Europe only had four commercialised offers in 2023 versus 17 offers in the Asia-Pacific region and nine in North America, it said.
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https://www.usnews.com/news/technology/articles/2024-01-29/f…

[Oginvest]

EU patent rule, disputed by Nokia and Ericsson, gets key EU lawmakers' vote

BRUSSELS, Jan 24 (Reuters) - EU draft rules aimed at avoiding spats over patents essential to technologies for telecoms equipment and connected cars were approved by a key EU lawmakers' group on Wednesday, despite criticism from Nokia, Ericsson and other patent holders.

The European Commission proposed the draft rules in April last year, seeking to end costly and lengthy litigation over patents used in technologies for telecoms equipment, mobile phones, computers, connected cars and smart devices.

The draft rules need to be thrashed out with European Union countries and EU lawmakers before they can become law.

A committee at the European Parliament tasked with preparing lawmakers' position backed the proposals on Wednesday, which will need approval from the legislative assembly in the coming weeks before kicking off negotiations with EU governments.

Nokia (NOKIA.HE), Ericsson (ERICb.ST) and Siemens (SIEGn.DE), in a joint letter to EU lawmakers published earlier this month, drew the committee's attention to concerns from the European Patent Office, standard-setting body ETSI and other bodies on the draft rules, asking it to take a closer look.

Nokia's head of IP policy Collette Rawnsley told Reuters last year that the proposals appeared one-sided, with additional obligations, burdens and costs falling on so-called standard essential patent (SEP) owners rather than implementers.

Lobbying group IP Europe, which counts Nokia, Ericsson and Qualcomm (QCOM.O) as members, told EU lawmakers that the proposed rules would compromise European leadership in 5G and 6G and other critical technologies and redistribute revenues in favour of foreign device manufacturers.

Lawmaker Bart Groothuis, who opposes the draft rules, questioned the necessity for them.
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https://www.reuters.com/world/europe/eu-patent-rule-disputed…

[sokol22]

AT&T's single RAN move may cost Ericsson up to $10B

https://www.lightreading.com/5g/at-t-s-single-ran-move-may-c…

[BrokerPK]

heute dann der Paukenschlag mit dem Großauftrag von AT&T. Sollte die Bewertung von den 15 Mrd wieder in Höher Sphären bewegen…

[BrokerPK]

so schrieb z.B. Bernecker schon im Juli:

HALBIERTE KURSE SIND AUCH IM EUROPAFORMAT DIE SICHERSTE BASIS FÜR NEUE INVESTMENTS.

Auch ein Marktschock (siehe Seite 1) ändert daran nichts. Auf die Qualität kommt es gleichwohl an.

ERICSSON ist mit seiner Technologie immer noch die Nummer eins in der Ausrüstung von Mobilfunktechnik nebst den aktuellen Ergänzungen Richtung KI. Größter Konkurrent sind jedoch die Chinesen (HUAWEI), deren eigentliche Dynamik jedoch durch verschiedene politische Bremsen beeinträchtigt ist. Der kürzliche Einbruch des Kurses ist der Beleg.

ERICSSON muss einerseits die Bilanz revidieren, was Abschreibungen im Anlagevermögen bedeutet. Insbesondere auf die Buchwerte für Goodwill und Vorräte bzw. Patente etc. Das kostete insgesamt rd. 40 % Abschlag gegenüber den Rekordkursen. Reicht das? ERICSSON behält mit ziemlicher Sicherheit seine europäischen Kunden sowie in den USA und Südamerika. Das Asiengeschäft wird dagegen härter von den Chinesen bedrängt. Die aktuellen Ausgangswerte sind dafür: 15 Mrd. € Marktwert (umgerechnet) stehen für etwa 25 Mrd. € Umsatzziel in 2024. Das KGV errechnet sich mit 8 auf Basis der Gewinnschätzungen für 2024 mit etwas unsicherem Hintergrund. Auf der aktuellen Basis von rd. 4,40 € (umgerechnet) steigen wir ein.

[Oginvest]

AT&T to Accelerate Open and Interoperable Radio Access Networks (RAN) in the United States through new collaboration with Ericsson

Dec 04, 2023 - AT&T today announced plans to lead the United States in commercial scale open radio access network (Open RAN) deployment. This industry-leading move, in collaboration with Ericsson, will further the telecommunications industry efforts and build a more robust ecosystem of network infrastructure providers and suppliers. AT&T’s spend could approach roughly $14 billion over the 5-year term of the contract with Ericsson.
...

>> https://news.cision.com/ericsson/r/at-t-to-accelerate-open-a…

[Oginvest]

Intel Scores a Manufacturing Win With Ericsson Networking Chips

https://www.fool.com/investing/2023/12/02/intel-scores-a-win…

[Oginvest]

Ericsson Mobility Report: Resilient 5G uptake - global mobile data traffic set to triple in six years

- Global 5G subscriptions forecast to top 5.3 billion by the end of 2029
- Continued strong surge in global average data consumption per smartphone – predicted to increase from 21GB/month to 56GB/month between 2023 and 2029
- 85 percent of the global population to have 5G coverage access by the end of 2029

Ericsson (NASDAQ: ERIC) estimates that almost one-in-five of all global mobile subscriptions will be 5G subscriptions by the end of 2023, as the growth proves resilient despite continued economic challenges and geopolitical unrest in some markets. The statistic is featured in the November 2023 edition of the Ericsson Mobility Report, which estimates that there will be 610 million new 5G subscriptions for the calendar year 2023 – a 63 percent increase on 2022 – bringing the global total to 1.6 billion, about 100 million more than previously predicted.
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https://www.ericsson.com/en/press-releases/2023/11/ericsson-…

[Oginvest]

Neue 5G-Technik spart ein Drittel des Strombedarfs

Vodafone wird in Deutschland bei der 5G-Mobilfunkversorgung von ländlichen Gebieten eine neue Technik einführen, mit der bis zu 40 Prozent weniger Strom verbraucht wird.

Dabei werden in der Schaltzentrale am Fuße einer Mobilfunkstation die Sender und Empfänger für unterschiedliche Flächenfrequenzen (900, 800 und 700 Megahertz) in einem System gebündelt, teilte der Telekommunikationsanbieter in Düsseldorf mit. Technikpartner ist der schwedische Ausrüster Ericsson.

«Durch die Bündelung der aktiven Technik funken die Stationen jetzt bei voller Leistung mit 32 bis 40 Prozent weniger Strom», sagte Vodafone-Deutschlandchef Philippe Rogge. Nach erfolgreichen Tests in Nordrhein-Westfalen schalte Vodafone die Technologie jetzt Schritt für Schritt im Netz frei. «Das ist gut für die Smartphone-Nutzer auf dem Land und das ist gut für unseren Planeten.»
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https://live.vodafone.de/digital/internet/vodafone-neue-5g-t…

[sokol22]

Ericsson says telecoms uncertainty to persist into 2024, shares fall

https://www.reuters.com/business/media-telecom/ericsson-says…

- Ericsson will not guide for 2024 - CFO

- Increases cost savings target to 12 bln crowns from 11 bln

- India sales volumes will come down in 2024 - CFO

- Shares fall to 6-year low