Телеком индустрия икнула

❗️Минторг США опубликовал релиз об экспортных ограничениях для России. В список войдут полупроводники, компьютеры, телекоммуникационное оборудование, лазеры и сенсоры.

Санкции на высокие технологии

Та часть санкций, которая будет касаться полупроводников идет одной из нескольких и кажется малозначимой, однако она является ключевой в военной, промышленной и гражданской технике.

Рынок полупроводников (ПП) РФ составляет менее 1% против мирового рынка ($470 млн и $555 млрд, соотвественно), то есть мир потерю такого рынка не заметит. Мы его заметим очень остро.

Отечественная микроэлектронная промышленность на отечественном рынке имеет такие же пропорции - их доля мала и отстала (20 лет), что ей можно пренебречь. Тому есть два примера - Тайвань отказался делать ОТЕЧЕСТВЕННЫЙ процессор “Эльбрус” (в РФ чип просто корпусировали), отзывы о котором у Сбербанка и Ростелекома: “Медленно, дорого и выше энергопотребление”. Мой личный опыт: в 2018 году мои разработчики попытались сделать простое устройство на микропроцессоре и после 2-3 итераций мы были вынуждены забросить эту затею - в прайсах радиоэлементы были, а фактические сроки поставки делали их непригодными в реальном цикле разработки. Никто один год ждать производства радиоэлементов не будет, если еще они будут произведены.

Ограничения коснуться практически каждого Россиянина, а не только тех кто активно покупает радиоэлектронные товары или предприятия радиоэлектронной промышленности. Так еще в августе 2021 банки испытывали дефицит чипов для выпуска банковских карт, а сотовые операторы при выпуски SIM-карт. Напомню что год назад останавливались конвейеры Автоваза и цеха Роскосмоса. Тогда это было из-за пандемии и это был мягкий дефицит, сейчас дефицит станет жестким.

Будут и долговременные последствия - обьем исследований, разработки и производства на предприятиях РЭП сильно сократиться, квалифицированные кадры будут либо терять квалификацию, либо искать применения своих знаний на предприятиях других стран.

Нашу компанию это касается напрямую, 100% нашего бизнеса это радиоэлектронника. Это все равно что пытаться запустить нефтезавод без регулярных поставок нефти на него. Никакого смысла. Просто нет исходных “материалов и сырья” для того чтобы производить добавленную стоимость. Смысл работы предприятия теряется, а отвечать по всем обязательствам в том числе перед налоговой придется в полной мере. Сейчас мы ищем возможность сохранения работоспособности предприятия. И, кажется, получилось.

Финская Nokia и шведский производитель телекоммуникационного оборудования Ericsson свернут свою деятельность в России до конца года, пишет Reuters. У Nokia было около 2 тысяч сотрудников в стране, у Ericsson — всего порядка 400, но доля компании на российском рынке телекоммуникационного оборудования составляет около 20%.

Об уходе с российского рынка сегодня объявил и швейцарский производитель компьютерной техники Logitech. Компания разрабатывает клавиатуру, мыши и другие периферийные устройства для компьютеров.

Илон Маск больше не хочет оплачивать операционные расходы на терминалы SpaceX в Украине. Это $400 млн в год на 20000 терминалов. То есть расчетная себестоимость работы одного терминала $166. Речь о стационарных терминалах, собственно, мобильных и нет.
PS Спустя сутки его уговорили заплатить )

Доля брака "санкционных" чипов из Китая при поставке через цепочки посредников стала достигать 40%.

Что за станция такая?

Last day in telecoms
Mikron (Russia) is planning to produce SIM chips locally, with commercial production expected in 2024.
Telia Estonia will disconnect its 3G network in Harju County on 15-17 May, and in Tallinn in June.
Brisanet (Brazil) confirmed plans to launch 5G services in June, expanding to 20 cities by the end of the year.
The European Commission launched a pilot project, the Semiconductor Alert System, to monitor the semiconductor supply chain.
Positivo Tecnologia (Brazil) reported a net profit of BRL 8.5 million in Q1 2023, down 70% from the same period in 2022.
Suma Movil has begun operations in Portugal, aiming to provide support for new mobile service business models.
Yettel Serbia has recycled almost 500,000 mobile devices in the past two years, aiming for 1 million by 2025.
Kajeet appointed Esteban Ibarra as its new VP of channel sales.
Japan Display reported Q4 sales of JPY 62.71 billion, above the forecast of JPY 58 billion.
Bharti Airtel (India) will offer content from the FanCode digital sports platform to its Xstream service subscribers.
Verizon expanded its 5G Ultra Wideband network to West Virginia.
Safaricom (Kenya) partnered with the Lake Region Economic Bloc to accelerate digital adoption.
Nordic Semiconductor (Norway) and Onomondo (Denmark) are bringing Onomondo’s SoftSIM to cellular IoT products.
Vodafone Italia is proposing an offer of 100GB of data and substantial international voice minutes for under EUR 8 a month.
Huawei introduced new flagship devices for the Middle East and Africa market.
Semtech has won a contract from Sustainable Hrvest in Malaysia for its LoRa-enabled sensors and gateways.
CoopVoce (Italy) reduced the price of its popular Evo 30 plan ahead of Mother’s Day.
BAI Communications appointed Teddy Lo as managing director of its Hong Kong operations.
Samsung announced the availability of its Galaxy A24 LTE smartphone in Nigeria.
Tecno is accepting advance orders for the Camon 20 smartphone series in Kenya.
Apple published new research showing increased earnings for small developers on its App Store.
The Infocomm Media Development Authority (Singapore) plans to allocate more spectrum for Wi-Fi connectivity.
Foxtel (Australia) ended March with 4.6 million total subscribers, a 3% YoY increase.
The Australian Communications and Media Authority has taken action against several telecom operators for compliance failures.

Last day in telecoms
South Africa's Waspa has announced its board for 2023, with veteran James McNab returning as chairperson, a role he previously held in 2017.
Netmore Group, Sweden, has announced its expansion into Norway in partnership with Eidsiva. Netmore will provide LoRaWAN server equipment and share best practices for large-scale IoT.
STMicroelectronics has introduced the second generation of its STM32 microprocessors. The new generation promises enhanced performance and security for industrial and IoT edge applications.
UAE’s TDRA has nominated Mohammed Al Ramsi, TDRA Deputy Director General for the Telecommunication Sector, as Chairman of the upcoming World Radiocommunication Conference (WRC) 2023.
Free Pro, France, has inaugurated its new headquarters in Marseille. The building, equipped with 5G standalone network equipment, will house 400 employees.
Semtech, USA, has won a contract from Sustainable Hrvest in Malaysia. Semtech’s LoRa-enabled sensors and LoRaWAN-based gateways will be deployed across Durian fruit farms.
BAI Communications (soon to be Boldyn Networks), Canada, has appointed Teddy Lo as managing director of its Hong Kong operations, effective 15 May.

Viasat acquired Inmarsat for $7,300,000,000

Last day in telecoms
GS Group reports a 5.2% contraction YoY in the Russian smartphone market in Q1 2023, led by Xiaomi with a 21% share.
Polish operator Polkomtel (Plus) announces plans to provide 5G services on the 2,100 MHz band, which should increase broadband speeds to 1 Gbps.
Zain KSA extends its partnership with Netcracker, adding cloud-based managed services to support digital experience for its customers.
Apple faces a judicial inquiry in France over accusations of creating barriers to independent product repairs, potentially leading to fines.
T-Mobile Poland introduces a new version of its Magenta Biznes offer, providing 5G access, unlimited calls, and SMS/MMS under all four new tariffs.
Vodacom forms a new investment committee on its board to deliberate specific matters, chaired by KL Shuenyane.
Tanzanian President Samia Suluhu Hassan oversees the signing of contracts for rural telecommunication projects, providing services to 8.5 million people.
P4 (Play) in Poland launches a Smart Days promotion, offering discounts on Samsung Galaxy and Realme smartphones.
Du in UAE collaborates with Samsung Electronics to inaugurate its first regional Service Collection point, offering personalized customer service support.
Rakuten plans to raise JPY 332 billion (USD 2.4 billion) through a share issue to support its mobile network business in Japan.
Vodafone Germany announces changes to the extra cards in its Red+ subscriptions, renaming them FamilyCard and providing separate data allowances.
Sunrise in Switzerland introduces a Business Ready mobile option for small businesses, offering extra Sim cards and security services.
Safaricom Foundation equips eight learning institutions and two health facilities in various Kenyan counties.
Airtel Kenya introduces VoLTE service and a new 1 GB bundle, enabling clear calls on the 4G network.
Masmovil and Cellnex in Spain participate in the Creta project, aimed at reducing vehicle emissions through 5G technology.

Last day in telecoms
Intracom Telecom (Greece) has signed a contract with the Hellenic Coast Guard to implement a Command & Control software platform for verifying travel documents and biometric data. The platform will be customised specifically for the Coast Guard's needs.
Sercomm (Philippines) opened a new eco-friendly factory center for wireless telecommunication devices in Calamba. With a PHP 2.5 billion investment, it aims to create 5,000 jobs and become a regional hub serving North America and Southeast Asia markets.
Ucom (Armenia) signed a long-term cooperation agreement with Croatian ICT company Ericsson Nikola Tesla to upgrade Ucom's mobile network, introducing a new model of environmental responsibility with reduced energy consumption and carbon footprint.
TikTok introduces new monetisation features to encourage video creators to use augmented reality and 3D effects, offering higher average gross revenue for qualified video views and a USD 6 million Effect Creator Rewards fund to incentivise creators.
Opensignal reports that average 5G download speeds in Brazilian state capitals surpass 250 Mbps, with Porto Alegre, Teresina, Curitiba, Florianopolis, and Brasília leading the way. 5G availability in Brazil's capitals varies from 5.8% to 14.8%.
Paratus Namibia has started branding partnerships with local shops in Windhoek to advertise and sell its LTE services. The independently owned stores are strategically located in the heart of the community, providing an affordable billboard.
ACSI survey shows US customer satisfaction with mobile services improved 1% YoY. Value MVNOs led with a score of 77, while mobile network operators and full-service MVNOs scored 74 each. Apple and Samsung topped customer satisfaction for 5G phones.
Lyca Mobile (UK) is launching its eSIM service, becoming one of the first MVNOs to offer this service to UK customers. The digital SIM cards are compatible with a range of new smartphones, making it easier for customers to switch between networks.
Apple previewed new accessibility features for its iOS devices, including Assistive Access, Live Speech, Personal Voice, and Detection Mode in Magnifier. The features aim to improve user experience for individuals with cognitive, vision, hearing, or mobility disabilities.
ACT calls for urgent action to address South Africa's worsening power situation. Members include Vodacom, MTN, Telkom, Cell C, Liquid Intelligent Technologies, and Rain. The association has suggested providing diesel rebates to ease the burden on commercial operations.

Last day in telecoms
• TIM Brasil enhanced 4G coverage along two major highways in Sao Paulo, raising coverage up to 95% with the activation of 17 new 700 MHz frequency antennas.
• Teltronic (Spain), in collaboration with Kenmei Technologies, Nemergent Solutions, and S2 Grupo, launched a digital transformation project for Spain's rail system, focusing on critical train-to-ground communication platforms leveraging 5G and FRMCS.
• Meta is contributing its wireless network technology to the Linux Foundation's open-source project, LF Connectivity, to facilitate communication service providers' use of open source tools and technologies.
• Russian federal competition regulator FAS is to investigate mobile operators' micro-credit services following a request from Parliamentary Committee deputy head Yana Lantratova, sparked by consumer complaints about unauthorised access to mobile applications.
• Micron Technology (Japan) announced plans to introduce extreme ultraviolet (EUV) technology in its chip production, investing up to JPY 500 billion in the next-generation 1-gamma node with the Japanese government's support.
• Vodafone Italia's Ho Mobile now allows current customers to choose a personalised mobile number when setting up a new SIM online, provided the chosen number is available.
• Hytera Communications unveiled its latest Push-to-talk over Cellular (PoC) radio model, the PNC460 XRugged Smart Device, equipped with Android 12, open API, and a suite of tools for increased team productivity.
• Megafon (Russia) deployed new 2G and LTE base stations in seven villages in the Republic of Udmurtia, providing digital service access to 1,500 residents.
• Algar Telecom (Brazil) has partnered with the Federal University of Pernambuco (UFPE) to develop solutions at Brazil's 5G Open Lab, funded by the Ministry of Development, Industry, Commerce, and Services.

Last day in telecoms
Rostelecom (Russia) completed the rollout of a public Wi-Fi network at Yugra State University in Khanty-Mansinsk, Yugra region, with around 75 hotspots established. This initiative aims to enhance connectivity within the university premises.
The Federal Communications Commission (FCC) has adopted more flexible rules for the 60 GHz spectrum band to boost radar technology applications. The new regulations will allow unlicensed radar devices to operate without affecting other users.
The FCC also approved a proposal to partially open the 12 GHz band for wireless services, preserving the 12.2-12.7 GHz segment for existing satellite services. The upper range (12.7-13.25 GHz) will potentially be available for terrestrial wireless use, such as 6G.
Meta is partnering with the Linux Foundation for an open-source project named LF Connectivity. The project will work on accelerating network and connectivity applications with open-source tools to improve performance and experience.
Portugal’s National Communications Authority (Anacom) signed a revised agreement with the Armed Forces General Staff (EMGFA), rearranging the 26 GHz band for advancing 5G technology. This revision includes transferring 650 MHz to civilian management, increasing civilian spectrum to a total of 2400 MHz.
According to Arcep, French telecom regulator, the growth rate in French mobile connections dropped to 1.8% in the three months leading to March. This decline is largely attributed to a drop in consumer postpaid subscriptions and an increased loss in prepaid connections.

Last day in telecoms
Mobiuz (Uzbekistan) has cut prices for zero-rated plans with unlimited social media and messenger access to UZS 10,000 per month. Unlimited YouTube access costs an additional UZS 2,000.
Motiv (Russia) upgraded its LTE network at five sites in the Yekaterinburg, Yamal and Kurgan regions, improving coverage and capacity.
TNM (Malawi) is piloting a 5G network, following a MWK5.2 billion investment over two years for network upgrades and modernization.
MTS Belarus reported Q1 revenues of BYN 379 million, an 8.0% YoY increase, attributed to increased voice and data volumes and equipment sales.
The IFC will acquire a sub-10% stake in Safaricom Ethiopia after injecting USD 257 million, as Safaricom retains a controlling 55.7% stake in the unit.
MTS Belarus expanded its 4G network coverage in the Grodno region with 21 more sites, in collaboration with state-owned beCloud.
Unisoc released the T750, a new 5G chipset for mass-market smartphones, supporting multi-mode network access, dual 5G SIMs standby, and dual VoNR high-definition calls.
Elisa (Finland) started the shutdown of its 3G network in Satakuna this month, moving its user base to 4G and 5G networks.
Vodafone Turkey has sold over 1.5 million devices in ten months via its Flex offer, with 250,000 customers opting for phone insurance and other digital services.

Combined data on cellular penetration (the share of cellular users in the country) and the UN Urbanization Index (the share of urban residents). There is a very strong relationship (correlation). Actually a conclusion: cellular communication is a city type of communication. Well, most of the territory (80%) is still without communication. Actually, this is what we do in radiogram.world

In 2014, Mark Zuckerberg embarked on a strategic initiative to foster global Internet accessibility. The rationale behind this was twofold - expand its user base, and more importantly, democratize information access. To achieve this, Facebook invested in advanced technical solutions including drones, satellites, and lasers to provide internet connectivity in remote areas. Despite the potential, these solutions fell short of expectations due to various technical and regulatory challenges, leaving millions still digitally isolated.

Fast-forward to today, and the challenge of universal internet connectivity remains. Here's where Radiogram.world envisions a paradigm shift. Instead of relying on complex and costly infrastructure, Radiogram.world aims to bridge the gap using text messaging, a service universally available even in areas with basic cellular coverage.

The proposition is simple yet transformative - by enabling exchange of text messages to access information, Radiogram.world essentially bypasses the need for data-intensive Internet connectivity. This means people can stay informed, be it news, updates, or other information, without the need for a strong internet connection or high-end devices.

Radiogram.world, in essence, democratizes access to information by reducing the barriers to entry. By empowering people with the tools to connect, share, and grow, Radiogram.world not only tackles the challenge of digital divide head-on but also offers an inclusive solution that could change the way we understand global connectivity. Facebook's mission sparked the journey, Radiogram.world carries the torch forward.

В 22 году у SpaceX не было мобильных терминалов (предназначены для автомобилей). Сомневаюсь, что из можно поставить на катерах из-за их размеров. Что думаете?

В 2022 году Илон Маск тайно приказал сотрудникам SpaceX отключить сеть спутниковой связи Starlink рядом с побережьем Крыма, чтобы сорвать нападение украинских подводных беспилотников на российский флот, рассказал автор биографии бизнесмена Уолтер Айзексон. Отрывок из его книги пересказал CNN.

Как сообщает Айзексон, начиненные взрывчаткой беспилотники приблизились к российскому флоту, потеряли связь и «безвредно выбросились на берег». Такое решение Маска, по словам журналиста, было вызвано его страхом перед возможным применением Россией ядерного оружия в ответ на это нападение. Эти опасения появились у бизнесмена после разговора «с высокопоставленными российскими чиновниками».

Маск, предоставивший Украине спутниковые терминалы Starlink на миллионы долларов, начал сомневаться в своем решении, когда украинские военные стали использовать их для наступательных атак на Россию, пишет Айзексон. Бизнесмен заявил биографу, что Starlink была предназначена для того, чтобы люди могли «делать добрые мирные дела, а не атаки дронами».
Сам Маск, а также российская и украинская стороны пока не комментировали публикацию CNN.

Уолтер Айзексон — известный американский биограф, который писал, в частности, о Стиве Джобсе, Альберте Эйнштейне и Леонардо да Винчи. Его книга о Маске выйдет 12 сентября.

Data exchange is the cornerstone of our civilization. Almost everything we know has at some point been drawn, spoken, printed, transmitted through wires, radio waves, satellites, fiber optics, or relayed through base stations. American startup [radiogram.world](http://radiogram.world/) proposes to add another method to this list - and consequently, revolutionize global telecommunications.

The startup promises to transmit only short text messages well beyond the limits of direct line of sight. As a result, a significant portion of information can be exchanged without the need for resources spent on voice and video communication, while preserving the essence of the transmitted information.

The technical essence lies in the use of radio waves capable of bypassing obstacles, buildings, hills, and mountains through refraction, diffraction, and reflection off the Earth's ionosphere. The range reaches up to 125 miles and beyond through relay by other devices within the network worldwide.

There is no need to install base stations, as it is highly likely that within the device's range, if not the recipient itself, then at least someone else slightly closer to the recipient, and so on in a relay fashion. Users of 2G-5G already use text in 82% of cases.