❌

Normal view

Intelligence Brief: Universal APAC connectivity presents $230B opportunity

20 October 2026 at 16:23

For much of the last two decades, the digital divide has been viewed primarily as an infrastructure problem. The assumption was if networks were built, people would connect.

Across the developing Asia Pacific (APAC) region, the assumption no longer holds. A new study by GSMA Intelligence and the Asian Development Bank (ADB) reveals this stark reality.

Developing APAC is home to 4.3 billion people, more than half of the world’s population, and 71% of people use mobile internet, equivalent to 3.1 billion individuals.

However, 1.1 billion people live within reach of 4G networks but do not use them. By comparison, 100 million people remain outside mobile broadband coverage altogether.

The region’s connectivity gap is therefore no longer primarily about coverage. It is increasingly about enabling people to access and use mobile internet meaningfully, in a way which improves their lives.

The shift from coverage to usage is important because mobile connectivity has become far more than a communications service. As countries accelerate their digital transformation agendas, connectivity provides the foundation for digital public infrastructure, digital services, data-driven innovation and the adoption of AI across economies.

Countries seeking to become digital nations cannot do so if large segments of their populations remain disconnected from the internet economy.

What stops people from connecting?
The study shows the primary barriers to mobile internet adoption are device affordability, and digital skills and literacy.

For example, the average cost of an entry-level internet-enabled device in the region is more than 60% of the monthly income for the poorest 40% of the population, more than three-times higher than what is considered affordable.

Survey evidence also shows safety and security, particularly scams and fraud, are becoming increasingly significant concerns. This highlights the importance of trust as a broader enabler of digital adoption. As digital services become increasingly AI-enabled, it is also becoming more important to ensure these are accessible and relevant in local languages.

The barriers to adoption remain unevenly distributed. Women across developing APAC remain 12% less likely than men to use mobile internet, while rural populations are 25% less likely than urban populations to do so. These disparities are even wider in certain regions such as the Pacific Islands and South Asia.

These gaps are as much economic issues as they are social. Every individual left offline has limited access to services or opportunities for economic participation. Closing the mobile connectivity gap by 2030 is expected to add $230 billion to the developing APAC economy. And GDP is only part of the story. Universal connectivity would also accelerate progress on poverty reduction, education, healthcare access, financial inclusion, disaster response and environmental sustainability. For many people, particularly in remote regions, connectivity increasingly determines whether essential services and economic opportunities are within reach.

What needs to be done?
The study demonstrates there is a strong economic case for closing the digital divide, but doing so requires coordinated policy reform, investment and implementation.

Countries in developing APAC have made substantial progress to bring more than half a billion people online in the past five years. By 2030, it is expected more than three quarters of adults will be using 4G or 5G mobile internet. To connect the remaining offline populations will require a total investment of $316 billion. The private sector is expected to generate $132 billion of investment, which means there is an investment gap of $184 billion.

At first glance the figure appears daunting. However, the composition of the gap tells a more encouraging story.

More than half of the investment gap relates to improving device affordability and digital skills. In other words, the largest barriers are not engineering challenges but rather policy, financing and development challenges. This calls for holistic multi-stakeholder strategies which look beyond network rollout and address the conditions enabling people to adopt and meaningfully use digital services.

Historically, connectivity strategies and universal service funds have often focused on infrastructure expansion. While infrastructure remains important, particularly in underserved rural areas, a more balanced approach is needed to address affordability and adoption barriers directly. Supporting device financing schemes, reducing sector-specific taxes, reforming universal service funds and investing in digital literacy programmes will generate far greater returns than traditional approaches alone. Importantly, these policies also help crowd in private investment rather than replace it.

From connected to digital nations
Over the next decade, governments across developing Asia Pacific are increasingly expected to focus on AI, digital public infrastructure and national digital transformation strategies. These ambitions are well founded, but they all rest on a common foundation: affordable, safe, meaningful and inclusive connectivity.

Without universal access and adoption, the benefits of AI and digital transformation risk being concentrated among those already connected, further widening existing inequalities.

The good news is developing APAC has already solved much of the challenge. With 98% 4G network coverage, the region has built an extraordinary platform for digital inclusion. The task now is to ensure everyone can actually use it. The next phase of digital inclusion will, therefore, not be defined by network coverage alone. It will be shaped by affordability, skills, trust, accessibility and relevance. Closing these gaps may prove to be one of the most important development challenges and opportunities of the next decade.

The editorial views expressed in this article are solely those of the author and will not necessarily reflect the views of the GSMA, its Members or Associate Members.

The post Intelligence Brief: Universal APAC connectivity presents $230B opportunity appeared first on Mobile World Live.

Qualcomm plans global job cuts after employee reviews

20 October 2026 at 15:19

Chipmaker Qualcomm reportedly will cut an undetermined number of jobs following recent annual employee reviews, with impacted staff set to be alerted next month.

Reuters reported CEO ​Cristiano Amon (pictured) sent out a memo outlining the cuts were part of a plan to create “a stronger performance culture” and address areas where the company “has consistently fallen short of expectations”.

The news agency noted the memo did not disclose how many employees will lose their jobs but stated it had roughly 52,000 employees globally, most of them full time, as of September 2025.

While Amon has made a concerted effort to branch the company’s products beyond phone chips, Qualcomm has battled against the impact of a worldwide memory supply crunch.

For fiscal Q3, it posted revenue of $9.9 billion for the quarter ended 28 June, down 4% from $10.4 billion a year earlier while net income during the period was $2 billion, for a 25% year-on-year decrease.

The post Qualcomm plans global job cuts after employee reviews appeared first on Mobile World Live.

PHY Wireless, Ubiik blend location into private LTE, 5G

20 October 2026 at 15:03

PHY Wireless and Ubiik teamed up to combine private LTE and 5G connectivity with device-based positioning, offering enterprise and industrial users a 3GPP standards-based alternative to proprietary location systems.

The collaboration combines Ubiik’s private LTE and 5G infrastructure with PHY Wireless’ hellaPHY technology, enabling enterprises, utilities, hospitals, and campuses to run communications and location services on a single network.

Potential applications include tracking assets, vehicles and equipment, improving worker safety and supporting physical AI deployments.

The companies explained GPS and Wi-Fi positioning can struggle in warehouses, containers and factories and may increase battery consumption. HellaPHY calculates location on the device rather than in the cloud, allowing devices to determine when an update is required.

This approach apparently reduces network traffic, data costs and power use, while enhancing privacy.

Because the system operates over standard LTE and 5G, customers could add positioning capabilities to existing private networks rather than deploy separate infrastructure, which the companies said would reduce deployment costs and simplify operations.

The pair also claimed the technology provides metre-level accuracy and can cut device power consumption by up to 10 times compared with alternative approaches. This aligns with emerging 5G-Advanced, eRedCap and 6G sensing standards.

PHY Wireless CEO Tom Horgan said organisations pursuing physical AI and automation require location technology that can scale across thousands of devices at a manageable cost. He stated location awareness is becoming a foundational capability for next-generation enterprise and industrial applications.

Ubiik CEO TH Peng added the collaboration demonstrated how the company could adapt its private LTE platform to incorporate new technology and support changing customer requirements.

The post PHY Wireless, Ubiik blend location into private LTE, 5G appeared first on Mobile World Live.

FCC clears Globalstar C-3 constellation as Amazon deal looms

20 October 2026 at 09:04

Globalstar secured US Federal Communications Commission (FCC) approval for its next-generation C-3 satellite system as Amazon prepares to acquire the company.

The FCC granted nationwide authority to operate the system, which is designed to connect hundreds of millions of mobile devices in the US, including through direct-to-device (D2D) links to smartphones. The order also covers ground station antennas in Alaska, Hawaii, Nevada, Texas, Florida and Puerto Rico.

The approval strengthens the regulatory position of an asset central to Amazon’s effort to compete with SpaceX’s Starlink for D2D services.

C-3 will comprise 48 low Earth orbit birds at an altitude of 1,414 kilometres, along with six in-orbit spares and about 90 six-metre ground antennas worldwide. MDA Space is building the satellites in Canada, while control centres in Toulouse, France and at Globalstar’s Louisiana headquarters will oversee operations. France filed the system’s notification with the ITU.

CEO Paul Jacobs described the approval as a key step in improving the capacity, performance and flexibility of Globalstar’s services. Regulatory affairs chief Barbee Ponder said it concluded a multi-year licensing process with the FCC’s Space Bureau.

In April, Amazon agreed to acquire the satellite company for $11.6 billion as part of a push to add D2D services to its Amazon Leo constellation. The deal is expected to close in 2027, subject to regulatory approval and Globalstar meeting specified satellite milestones.

In July, Amazon Leo applied to the FCC in July for permission to deploy up to 5,105 satellites for direct-to-device services.

As of October, Amazon communications manager Zack Brown said the company had 396 LEO satellites in orbit and had built more than 1,000 at its 172,000-square-foot production facility in Kirkland, Washington.

Apple is a long-term Globalstar partner and has invested more than $1 billion in the company. Globalstar’s existing fleet supports iPhone satellite features including emergency texting, messaging, roadside assistance and location sharing.

Amazon also signed a separate agreement to provide satellite connectivity for current and future iPhones and Apple Watches, and committed to maintaining those services.

The post FCC clears Globalstar C-3 constellation as Amazon deal looms appeared first on Mobile World Live.

❌