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Worldwide telecom capex surges in first half of 2026

Dell’Oro Group reported worldwide telecom capex rose 5% year-on-year in the first half of the year, exceeding expectations following several years of declining investments.

Despite the promising start to the year, Dell’Oro’s long-term outlook remained largely unchanged by forecasting telecom capex growth of up to 1% CAGR through 2030.

Telecom equipment performance continued to closely mirror capex trends. Combined vendor revenue from the six telecom equipment segments monitored by Dell’Oro, comprised of Broadband Access, Microwave Transmission, Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and High-End Router & Aggregation, also increased by about 5% over the same timeframe.

Dell’Oro VP Stefan Pongratz explained operators have greater capacity following the 5G and fibre investment cycles and are gradually redirecting spending from coverage to capacity, modernisation, automation and efficiency.

“At the same time, improving operator revenues are helping to reduce capital intensity ratios even as network investments remain flat,” he stated.

Capital intensity, which peaked at 18% in 2022, is forecast to decline to around 14% in 2028, ahead of increasing slightly as early 6G investment starts.

Overall, telecom equipment revenue is projected to grow at a 2% to 3% CAGR between 2025 and 2030, outpacing CSP capex, partly due to incremental demand from cloud providers.

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Omdia lifts lid on edge IoT deployments

A majority of businesses are prioritising edge computing in IoT deployments, with the approach now at a tipping point in terms of delivering tangible benefits, research by Omdia showed.

Principal analyst for IoT John Canali said enterprises’ focus on edge computing is being fuelled by growing interest in using AI and machine learning in their IoT deployments.

He said many are “considering how to adapt their architectures” to enable processing at the edge, as companies seek to improve security, and lower “transmission costs” and latency.

Omdia quizzed 570 executives with organisations across 10 countries, finding 62% are already implementing edge moves and 42% see it as an investment priority.

The research highlighted significant progress, with 78% stating edge IoT deployments had moved beyond pilots. Canali said within the figure, 36% are “at moderator scale and 17%” extensive.

Omdia noted overwhelming satisfaction with edge IoT deployments, with 87% reporting it met or exceeded their expectations.

Most deployments (53%) are at “moderate-to-extensive scale across business units or enterprise-wide”, the company stated.

The edge IoT push is not plain sailing. Omdia found security is the top barrier to scaling deployments throughout an enterprise, with the complexity of integrations and concerns over data privacy or governance also high up the list.

Challenges around integrating with legacy systems were also flagged.

Lack of budget was chosen by 21%, leading Omdia to conclude technical challenges are a greater obstacle to edge IoT deployments than monetary matters.

The research showed some companies remain worried over a lack of IoT skills or a clear business case, with others noting some internal resistance or insufficient backing from senior personnel.

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AT&T forges fibre JV to expand reach across US

AT&T, Global Infrastructure Partners and Canada Pension Plan Investment Board are creating a fibre joint venture (JV) by combining the Forged Fiber 37 and Gigapower assets, in a boost to the operator’s goal of providing connectivity to more than 60 million locations by 2030.

The JV will operate as a wholesale fibre commercial open access company. The operator stated it will utilise AT&T’s fibre assets and investor capital to expand fibre and 5G services across 16 states, enhancing customer experience with converged connectivity. The JV is expected to close in the first half of 2027.

Forged Fiber 37 is a wholly owned subsidiary created by AT&T to house the mass-markets fibre business, customer relationships, network assets, and build engine which AT&T acquired from Lumen Technologies.

Global Infrastructure Partners is a subsidiary of Black Rock. AT&T and Black Rock formed Gigapower, a wholesale open-access fibre network JV, in 2022.

AT&T will retain 50% ownership of the JV while GIP and CPP Investments will collectively hold the remaining stake.

AT&T CEO John Stankey is bullish on the convergence of fibre broadband and 5G services and has long held wherever it has fibre deployed “it wins”.

Stankey stated fibre is essential in an AI-driven world as demand for symmetrical, high-capacity and low-latency connectivity grows. He added the offering will extend reliable, high-speed fibre to more US consumers, increase AT&T’s scale and service reach and strengthen its position in converged fibre and 5G connectivity.

Last month the operator announced a multi-year fibre and cable deal valued at more than $3 billion with glass-specialist Corning to advance its converged strategy of mobile and broadband services.

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Ofcom questions safety checks on Instagram feature

UK regulator Ofcom opened an investigation into Meta Platforms, assessing if the company failed to address the risks posed by its Instagram Instants offering before it launched.

The probe comes five months after the social media giant introduced Instants on Instagram, a feature where content is shared by users and disappears after it has been viewed once.

Ofcom explained it launched a formal investigation to establish if Meta failed to comply with its duties under the UK Online Safety Act by not conducting a suitable and sufficient illegal content risk assessment.

The regulator is also to assess if Meta completed a separate risk assessment for children before the launch.

Ofcom explained the UK Online Safety Act requires technology companies to assess and mitigate the risk of people encountering illegal content.

Platforms likely to be accessed by those under 18 years-old must also be assessed to mitigate the risk of exposure to certain types of harmful materials.

The regulator stated providers must update risk assessments before making any significant changes to the design or operation of their service.

George Lusty, director of enforcement at Ofcom, said its online safety laws are clear.

“This is a vital step that tech firms must take to protect their users. You wouldn’t launch a new car without testing it properly and it’s the same for online services.”

Ofcom will now gather evidence to determine if a breach has occurred.

In March, Ofcom warned technology companies they must apply minimum age rules with highly effective checks on their services or face possible enforcement action.

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AST SpaceMobile, Telus advance D2D testing

Telus and AST SpaceMobile completed an initial integration test between the mobile operator’s terrestrial network and the satellite player’s space-based infrastructure ahead of enabling direct-to-device (D2D) calls and text messages.

Independent analyst Carlos Placido told Mobile World Live southern Canada should have better coverage than other regions due to the inclination of AST SpaceMobile’s satellites.

“They said they would have 45 to 60 satellites in orbit by year-end, but currently have only 12, making that target seem unlikely,” he said.

Canada has large rural areas where terrestrial connectivity is not available which makes D2D services more attractive.

Telus EVP and CTO Nazim Benhadid described the successful test with AST SpaceMobile as an important step towards extending mobile coverage to areas without service, supporting the operator’s goal of providing reliable connectivity to more Canadians.

AST SpaceMobile previously projected 45 to 60 of its next-generation satellites would launch this year but is now targeting having approximately 45 in orbit by early 2027.

The delay was revealed in a Securities and Exchange Commission regulatory filing tied to a $1 billion notes offering and follows a serious setback to one of its two main launch partners.

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Telna opens Brazilian IoT door to Aeris

Physical AI and IoT connectivity platform provider Aeris chose Brazil as the beachhead for a core network tie-up with global mobile infrastructure player Telna intended to create a repeatable deployment scenario in a nation where permanent roaming is restricted.

Aeris is linking namesake IoT accelerator and security systems with Telna’s network, opening the door to what it describes as a nation with great potential in IoT verticals.

The platform provider’s CCO Mark Cratsenberg (pictured) said the arrangement removes barriers for customers seeking business in Brazil by enabling them to employ the “same platform and security they already use worldwide”.

He pitched the move as “another step toward truly borderless connectivity for physical AI and intelligent, mission-critical IoT”.

eSIM plays an important role in making the set up work. Aeris stated zero-touch provisioning enables devices to work in several countries without specific onboarding procedures.

Telna brings Brazilian IMSI profiles to the mix, along with systems Aeris stated would help keep mission-critical traffic “close to the device” when combined with its products, carving into latency levels and unlocking possible uses spanning “autonomous systems, connected vehicles and edge AI”.

The local IMSI’s “are the foundation” of Telna’s connectivity play, founder and CEO Gregory Gundelfinger said.

He hopes the work with Aeris will build custom by simplifying access to Brazil, “one of the world’s most dynamic IoT markets”.

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E& reverts back to Etisalat after 4 years

UAE operator group e& reverted to its original branding of Etisalat, a name it stated reflects its heritage, strategy and ambitions for the AI era.

The company said it was making the name change to mark its 50th anniversary, explaining the original Etisalat name means “connection” which has guided “what we build and the role we play”.

It rebranded from Etisalat to e& in February 2022, stating at the time the new identity was designed to reflect its ambitions to push from a traditional telecoms company into a global technology and investment conglomerate.

However, the company is now pushing for AI-led growth, launching numerous strategic projects to expand its digital infrastructure in the UAE and beyond.

For example, in July it struck a deal with cloud provider Cloud 42 to launch sovereign AI compute services for its home market, a move it said supports the country’s vision to build an AI-native economy and advance the national agentic AI agenda.

This was followed in September by a deal with Accenture to accelerate digital and AI-led transformation across government and enterprise sectors in the UAE.

In the telco space the company is putting a firm focus on its core business in the Middle East as part of a strategic shift which led to the sale its 16.2% stake in Vodafone Group to tycoon Xavier Niel.

On the rebrand, the company added that today, Etisalat “carries even greater significance as we bring connectivity, digital capabilities and infrastructure together to enable new opportunities”.

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Trump names super intelligence czar; Musk rebrands AI unit

US President Donald Trump (pictured) appointed Director of National Intelligence Jay Clayton as his administration’s AI czar as part of an effort to coordinate the government’s initiative across the sector.

In a social media post, Trump stated Clayton will lead the newly formed Super Intelligence Force (SIF) to coordinate “the effort of the Federal Government to ensure that America continues to lead the World in Super Intelligence, which many say is bigger than the Industrial Revolution”.

Trump recently rebranded AI as “super intelligence” by signing an executive order directing all federal agencies, public communications, websites, and policy documents to use the new name.

He said SIF will oversee the federal government’s engagement with consumers, public interest groups, religious organisations, critical infrastructure providers, and super Intelligence companies.

The President has continued to downplay the potential impact AI could pose to humanity, arguing a recent pact signed by some of the top AI companies to self-regulate their efforts is sufficient.

The Wall Street Journal reported Clayton’s panel will review AI-related risks and current government mechanisms for breaches, hacks, and other related incidents while recommending ways to strengthen the government’s response capabilities using existing authorities.

Trump explained SIF will report directly to him and his Chief of Staff, Susie Wiles.

Musk rebrands
Elon Musk posted on X stating he was renaming SpaceX’s AI division to SpaceXSI to follow Trump’s lead on the term super intelligence.

“Yes, we ​will make that change,” he ​replied to a user on X asking ⁠him about the possibility of ​renaming SpaceXAI to SpaceXSI.

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GSMA readies board for AI, 6G eras

The GSMA lined up the board which will guide the organisation through key decisions around 6G, satellite connectivity and spectrum, with six new companies represented and fresh faces at some existing members.

Its overall board remains at 26 members, though the company representation is shifted with Axiata Group; Millicom; NTT Docomo; Ooredoo Group; stc; and Telstra joining the ranks.

By contrast, Ethio Telecom; KDDI; KT; Telenor; TIM; and Veon are not among the names of the next board.

Companies remaining on board but with different representatives comprise AT&T; China Telecom; China Unicom; China Mobile; Deutsche Telekom; e&; Globe Telecom; and Telefonica.

America Movil; Bharti Airtel; BT Group, Liberty Global; MTN Group; Orange; Reliance Jio; Personal (previously Telecom Argentina); Turkcell; Verizon; and Vodafone Group continue with the same representatives.

GSMA director general Vivek Badrinath rounds the board out.

The technical developments scheduled for the next board’s tenure include setting initial 6G standards, establishing regulatory frameworks for satellite and NTN communications, and spectrum allocations. The ITU’s WRC-27 is scheduled to take place in October and November 2027.

A key focus for the GSMA’s next board is the impact of AI on the mobile sector. Current chair Gopal Vittal said the technology and “open digital platforms” are opportunities to “create significant economic and societal value”, which the organisation would work to unlock.

Vittal is keen to see a continued focus on “digital safety and trust”, along with tackling connectivity and usage gaps.

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Former Verizon CEO Vestberg joins Evercore as senior adviser

Former Verizon and Ericsson chief Hans Vestberg (pictured) was named senior adviser at investment bank Evercore to provide technology insights to its customers.

The US independent investment bank provides strategic and financial advice to boards of directors, management teams and shareholders on M&A, capital structure, restructurings and strategic shareholder consulting.

Evercore chair and CEO John Weinberg said Vestberg’s decades of leadership experience in global telecommunications, along with his knowledge of technology, international markets and complex strategic matters, “will further strengthen the advice and insight we provide to our clients”.

The executive was replaced as Verizon CEO in October 2025 after being in charge for more than seven years.

Earlier in his career he spent more than 25 years at Ericsson, including a stint of more than six years as CEO.

In February, he was appointed a senior adviser to AI data centre infrastructure company Digipower X to help the company with its expansion plans.

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Norway mulls pioneering smart glasses ban

Norway’s government proposed a temporary ban on the use of AI glasses in select public places as privacy concerns mount over how the wearable devices are used.

It proposes banning the use of AI glasses in places including parks, beaches, museums, shopping centres and at events, while extending the restrictions to places visited by children including playgrounds.  

The ban could further apply to “places where privacy is particularly important”, such as health and training institutions with changing rooms and showers; and across universities, colleges and educational institutions.

The proposal is to be introduced to parliament and makes Norway the first nation to take concrete action against wearables using AI technology, and camera and audio features.

Norway emphasised it is not proposing a total ban on AI glasses and other wearables, with private use allowed, for example if in public places where there is no risk of filming or photographing someone without consent.

Torgeir Micaelsen, Minister of Digitalisation and Public Administration, said the temporary ban would allow the government to conduct a thorough investigation on the use of AI glasses, enabling an “informed debate that can lay a good foundation for lasting regulation”.

Counterpoint Research estimates consumers will spend more than $1 trillion on wearable devices between 2026 and 2032.

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DT eyes sovereign AI revenue bump

Deutsche Telekom detailed moves to capitalise on growing demand for sovereign AI services in Europe, setting revenue goals in the millions of euros range as part of broader ambitions involving businesses and public institutions.

The German-headquartered operator believes the European sovereign sector to be a leading opportunity for it outside the US market.

It noted companies and public bodies are keen to reap the automation benefits of AI “while retaining control over data and operations”. Deutsche Telekom stated the sector is “becoming a growth business” and it would continue striking relevant partnerships to tap the rise.

The operator highlighted work to produce an automation platform for small- and medium-sized businesses covering recurring jobs as another AI-related move.

All told, it hopes to book annual revenue of around €250 million from non-US AI activities this year and about €800 million by 2030.

Deutsche Telekom believes the AI opportunities go beyond the obvious, predicting phone calls are set to benefit from the technology in several ways.

It offers a real-time translation service for mobile phone calls, part of an assistant which can also field questions and provide content summaries. Deutsche Telekom believes there is “an opportunity for additional services” and tariffs.

Deutsche Telekom board members are gearing up to explain to investors how its current and future work with AI is creating revenue.

CEO Timotheus Hoettges said the technology presents opportunities around service personalisation, network management and security.

He said it is important the “technology delivers measurable value” across the organisation.

More than 100,000 staff have been trained in using AI for predictive maintenance tasks, while around 2.6 million customers used its chatbot for service queries in H1.

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Qualcomm, Huawei reach patent accord

Qualcomm reached a second patent licensing deal in just under a fortnight through an agreement with Huawei which involves acquiring some of the Chinese vendor’s US-registered technologies.

The arrangement covers Huawei technologies involving compute, AI, networking and others. The same trio plus 5G are part of the overall patent cross-licensing deal.

Executives from each company praised the other’s portfolio and willingness to work together under fair, reasonable and non-discriminatory terms.

Huawei chief IP officer Alan Fan said the licensing arrangement is testament to each company’s role in the global technology landscape.

Qualcomm’s “contributions to modern communication technologies” are “foundational”, he said.

For Qualcomm EVP and GM of its Technology Licensing unit John Han, the deal is validation of its work on 5G and a dedicated permit process for standards essential patents.

Han credited Huawei’s “continued innovation” and IP portfolio “in 5G and other technology fields”.

The agreement comes barely a fortnight after Qualcomm arranged continuity in a global licensing deal with Apple, which is scheduled to renew on 1 April 2027.

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BT strikes £400M deal for TalkTalk

BT Group stepped in to acquire TalkTalk’s consumer and wholesale businesses out of administration, effectively preventing a collapse of one of the UK’s major broadband providers.

The deal will result in a total cash impact of £400 million in BT’s current financial year, which runs to 31 March 2027, involving the purchase price and other costs.

BT stated TalkTalk had embarked on a prolonged but ultimately unsuccessful sales process for its operations and it took action after recognising the risk to the country, especially vulnerable customers and key public services “should the company collapse”.

The deal will bring BT 1.5 million retail customers and 1 million wholesale customers across the UK.

BT stated TalkTalk reported revenue of £1.2 billion and “was loss-making” in the last 12 months, but it is confident the company would become value accretive as the business is stabilised and synergies realised.

CEO Allison Kirkby described the situation as “genuinely unprecedented”, saying millions of citizens and businesses were at risk if TalkTalk had collapsed.

She said the acquisition was “the only viable option to keep millions of customers connected and supported”.

The deal faces an antitrust review given BT owns UK broadband company Openreach, which is a major TalkTalk rival.

However, the government has issued a Public Interest Intervention Notice due to the impact a collapse of TalkTalk could have on vital phone and broadband services.

The Competition and Markets Authority is to report its findings to the government by 19 October.

Stark warning
Kester Mann, director of consumer and connectivity at FDM CCS Insight, said the BT deal cements “a painful decline” of one of the UK’s most established broadband providers and its demise should serve “as a stark warning to any value-focused telecom provider”.

“With a clear value-for-money proposition, it should have been thriving amid continued concerns over the cost of living. But it failed to respond sufficiently to a fast-changing and increasingly competitive market, became burdened with debt following a buy-out in 2021 and regularly suffered with poor perception over service.”

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Interview: Biting AI realities push data to the fore

The usefulness of AI to industries will largely be determined by more traditional factors including investment and appetite for change, the principal architect and field CTO of intelligent data infrastructure company NetApp told Mobile World Live.

Rahul Sharma (pictured) believes AI is at a juncture between initial optimism and business realities, with the latter set to be the primary influence on how the technology impacts industrial digitalisation.

“Early and unbounded enthusiasm has started to give way to a more serious assessment of the cost-benefit of AI.”

Sharma believes the impact of the technology is being felt in industrial settings, but argued “adoption speed, investments, skills, frameworks” and other elements “all determine how this change process evolves”.

Industrial players are now examining how AI can be used to tackle business challenges in a different way, though Sharma emphasised reality is biting as companies find “success in proofs-of-concept has not always translated into true RoI”.

“The make-or-break factor most often is data.”

Sharma notes AI deployments so far typically involve generative iterations and machine learning or model training, with NetApp “seeing significant growth and investment across both domains”.

Generative iterations are helping companies “unlock greater value from their existing data assets”, including those which were previously unseen or underused. “At the same time, machine learning and AI training workloads continue to expand rapidly, particularly in data-intensive industries such as life sciences, financial services, manufacturing and engineering”.

NetApp can offer some racy details of AI data based on work with leading motorsports teams, one of which is the Aston Martin Aramco Formula One team, which picked the company to be its global data infrastructure partner as part of a wider collaborative strategy highlighted during the AMR Technology Forum in July.

Sharma said the team “needs a common and consistent data infrastructure that provides the flexibility and agility to both keep up and take advantage of the AI revolution”.

Adjustments
It is an example of the tailored approach NetApp pitches itself on and one which Sharma uses to hammer home his point about the importance of data, “one of the most critical assets for any organisation”.

The Aston Martin Aramco Formula One Team wants “to deliver unified data wherever it is needed” for management, control and governance purposes.

But Sharma noted data access requirements can create security headaches, particularly in an era where the technology is pushing companies beyond their usual protective boundaries.

It requires built-in security features which enable data recovery and protection “with minimal disruption”.

Companies must also begin to look beyond traditional approaches reliant on “creating and moving multiple copies of data”, Sharma argued, explaining such methods are “no longer efficient” or sustainable compared with a single source approach NetApp developed.

The changing aspect of data access and management means partnerships are becoming an important element. In the case of NetApp, these collaborations span fields including public cloud storage, managed service providers and operators, and companies running so-called AI factories.

Sharma explained the goal is to “help organisations build a consistent data plane that incorporates everything from on-premises to public cloud” and sovereignty services.

He said the company provides “a range of connectivity options” for businesses to access their data, “from internet to private circuits, colocation and hosted or managed services”.

Works both ways
The Aston Martin Aramco Formula One Team is a high-profile example of what companies require of NetApp.

Sharma said the team needs ways to derive insights from “vast volumes of highly valuable data” used to make decisions in real time for areas including race strategy, performance optimisation, predictive maintenance, vehicle design and safety improvements.

It is an environment which represents the very ethos of F1 in terms of pushing the boundaries of engineering and technical abilities, albeit one focused on digital ambitions rather than the sport’s original mechanical goals.

Sharma highlighted the team’s need to handle “trackside operations during a race weekend” along with “engineering and design activities” at its factory as examples.

The work filters down into broader industrial operations in much the same way car technologies proven on the track often feed into road-going vehicles.

Sharma said product lifecycle management and speeding time-to-market are real-world gains the automotive industry stands to gain from NetApp’s work with motorsports teams. He noted digital twin technology is something even sectors including healthcare could benefit from due to the boost to R&D and manufacturing processes.

NetApp’s work with the Aston Martin Aramco Formula One Team is not a one-way street. Sharma said the collaboration is driving developments including recent investments in “universal data processing engine technology”, which positions the company for increasing use of AI in the racing series and beyond.

“The ability to leverage accelerated computing with GPUs and CPUs at the storage layer is something that customers like Aston Martin Aramco Formula One Team and others will be able to benefit from immensely as they extract value from their full data estate.”

Sharma predicts further benefits of the approach to be felt when F1 regulations change in 2028, a shift he expects to unlock “increasingly sophisticated adoption of AI and GPU” technologies throughout the sport.

But he emphasised other industrial sectors also stand to benefit from NetApp’s work, because it is already providing the ability to optimise AI training and inferencing by “selectively moving only the most relevant datasets to the public cloud”.

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AI firms urged to honour US safety pledge

Facebook whistleblower Frances Haugen reportedly cast doubt on whether AI companies would honour a voluntary safety pledge agreed after a meeting with US President Donald Trump last week.

Haugen told CNBC OpenAI, Anthropic, Nvidia, Meta Platforms, Microsoft and Google needed to “step up and comply” with the AI agreement.

“The history of tech companies engaging with regulation is: Often they will follow the exact written statement when we are dealing with very flexible systems,” Haugen told CNBC.

She questioned whether the companies would follow the “spirit of the rules” or exploit conduct that was not expressly prohibited to “go around the end of the fence”.

Haugen pointed to Anthropic and CEO Dario Amodei’s support for independent auditors as evidence companies were addressing safety more proactively as concerns about AI posing an existential risk intensified.

“I think that is an acknowledgement that at least Dario knows that if you’re given the space to cut corners, even the angels among us begin to cut corners,” Haugen told CNBC.

In 2021, Haugen, who previously worked as a product manager on Facebook’s civic misinformation team, provided internal documents to the Wall Street Journal, prompting a series of reports known as The Facebook Files.

The documents included evidence the company knew its platforms were harming teenagers’ mental health.

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MobileX names Datla as CFO

MobileX beefed up its executive team by hiring Raju Datla (pictured) as its CFO, which followed special purpose acquisition company CONX taking a controlling stake in the MVNO in August.

The company stated Datla brings more than 25 years of experience across technology, finance and business strategy. Prior to MobileX, he served as CFO of RedCloud Holdings, where he led finance, capital markets and the financial execution of the company’s global expansion.

His career stops also include serving as CSO at Tillman Fiber and as CFO and co-founder of NxtGen Datacenter & Cloud Technologies.

Earlier in his career, he worked at Deutsche Bank, advising technology media and telecommunications companies on more than $12 billion in M&A, debt and equity transactions.

Datla will work with founder and CEO Peter Adderton to lead funding, partnerships and financial strategy.

“MobileX is at a point where we’re not just scaling what we’ve built; we’re expanding what the platform can become,” Adderton stated while adding Datla “understands both the technology and the financial strategy needed to support that ambition”.

Under its new ownership structure with Charlie Ergen-controlled CONX, MobileX launched its first hybrid retail wireless model with CallSign Mobile in September.

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Ghana splits 5G licences between Telecel, MTN

Ghana awarded 5G spectrum licences to Telecel Group and MTN’s local unit, ending the exclusive wholesale-network model previously used for the country’s 5G rollout, Bloomberg reported.

The exclusivity previously belonged to Next-Gen Infrastructure Company (NGIC), a joint venture (JV) combining Reliance Industries’ Radisys unit, Tech Mahindra, Nokia, and the Ghanaian government, alongside local partners Telecel and AT Ghana.

The JV aimed to reproduce India’s low-cost mobile data model by allowing operators to share infrastructure, but rollout delays prevented it from meeting its targets. Ghana’s government cancelled NGIC’s concession years before its scheduled expiry in 2034 and moved to direct competitive bidding.

Under the new arrangement, Telecel and MTN will build out their own independent networks.

“We plan to launch the service in December this year on our own network,” Telecel CEO Moh Damush told Bloomberg.

Ghana had 49 operational 5G sites earlier this year, compared with a target of 1,200 by 2027. The new licensing model allows established operators to use their existing network footprints to expand coverage. A filing on the Accra bourse showed MTN secured two lots of 700MHz spectrum and three in the 3GHz band, with each 15-year licence priced at about $100 million.

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Samsung sube los precios de los Galaxy S26 por la escasez de memoria

Samsung ha subido el precio de la mayor parte de su gama alta Galaxy S26 por la escasez mundial de memoria, que ha encarecido los componentes, según ha informado Bloomberg.

En Estados Unidos, el Galaxy S26, el S26+ y el S26 Ultra cuestan ahora 100 dólares (unos 85 euros) más cada uno, de modo que parten de 1.000 dólares, 1.200 dólares y 1.400 dólares, respectivamente.

La versión del S26 Ultra con 1 TB alcanza los 2.000 dólares (unos 1.720 euros al cambio), 200 dólares más que antes.

La subida ya había llegado a España, donde el precio de lista del Galaxy S26 ha pasado de los 999 euros originales a 1.099 euros; el del S26+, de 1.249 euros a 1.349 euros, y el del S26 Ultra, de 1.449 euros a 1.549 euros.

En la práctica, sin embargo, la firma compensa estos incrementos con promociones que dejan el precio final en España incluso por debajo del de lanzamiento: actualmente, el S26 puede encontrarse por 899 euros; el S26+, por 1.149 euros, y el S26 Ultra, por 1.249 euros.

Es una práctica habitual en Samsung, que, a diferencia de Apple, acostumbra a rebajar sus terminales a lo largo de su ciclo de vida.

La demanda de memoria de alto ancho de banda (HBM) para infraestructuras de IA y centros de datos ha reducido durante el último año la oferta de DRAM y de memoria para móviles, lo que ha encarecido la fabricación de smartphones, ordenadores y videoconsolas.

Bloomberg señala que la gama iPhone 18 Pro de Apple es más cara que sus predecesoras y que el fabricante ha subido hace poco el precio de algunos modelos anteriores. Lo mismo ocurre con los Pixel 11 de Google, más caros que la generación previa.

En cambio, el Galaxy S26 FE, el modelo de entrada de la serie, mantiene los 700 dólares (unos 600 euros) con los que salió al mercado en agosto, 50 dólares (unos 43 euros) más que su antecesor. Samsung tampoco ha tocado los precios de los Galaxy Z Fold 8, Z Fold 8 Ultra y Z Flip 8.

Bloomberg destaca, además, que el Galaxy Z Fold 8, con un precio de 1.900 dólares (a partir de 1.999 euros en España), resulta más barato que el iPhone Duo, que Apple prevé lanzar el 23 de octubre por 1.999 dólares (a partir de 2.339 euros en España).

Con información de Michael Robuck.

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Huawei presume de chips propios con el lanzamiento del Mate 90

Huawei ha presentado la serie de smartphones Mate 90 y ha puesto el acento en su nueva arquitectura de chips de diseño propio, en un momento en que Estados Unidos mantiene las restricciones a la exportación de semiconductores avanzados.

La gama Mate 90 consta de cuatro modelos con HarmonyOS 7, el sistema operativo de Huawei, compatible según la empresa con más de 450.000 aplicaciones y servicios. Los precios van de los 5.999 yuanes (unos 770 euros) del Mate 90 básico a los 12.999 yuanes (unos 1.670 euros) del modelo superior, el Mate 90 RS Ultimate Design.

Los modelos de gama alta llevan el chipset Kirin 9050 Pro, que según el fabricante rinde un 31 % más que el de la generación anterior. El chip incorpora además la tecnología LogicFolding, que reorganiza en vertical el cableado interno para lograr un procesamiento más denso, recorridos de señal más cortos y menos latencia.

Subidas de precios

En una rueda de prensa, Richard Yu, consejero de Huawei y responsable de su negocio de consumo, ha explicado que el fabricante chino desarrolló esta tecnología para sortear las restricciones a la fabricación de semiconductores avanzados.

“Nuestra tecnología LogicFolding es simplemente una vía para mejorar nuestras capacidades cuando se nos restringe el acceso a determinadas tecnologías”, ha señalado.

“Ahora mismo, la capacidad de producción de semiconductores avanzados en China es, efectivamente, limitada”, ha reconocido Yu, que ha añadido que la capacidad de producción de chips y de smartphones “sigue siendo ajustada” por el “fuerte encarecimiento de los componentes de memoria en los dos últimos años”.

Según el directivo, la subida de los componentes ha encarecido cada terminal en más de 200 dólares (unos 170 euros al cambio) y está presionando los márgenes de Huawei. “A partir de ahora, también tendremos que subir nuestros precios”, ha concluido.

Con información de Amiya Johar.

The post Huawei presume de chips propios con el lanzamiento del Mate 90 appeared first on Mobile World Live.

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