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What’s up with … BT, the global chip sector, Telecom Italia, digital platforms and services

In today’s industry news report: Reports indicate that BT may merge its global services and enterprise divisions to help cut costs; The value of the global semiconductor sector is visible on the chip, research firms report; Crucial decisions are due to be taken this week about the future of Telecom Italia (TIM); and more!

weekend A report by The Daily Telegraph She suggests BT It may plan to merge two of its divisions, Global Services and Enterprise, as it seeks to generate an additional £500m per annum by the end of the 2025 financial year, which ends in March 2025. Both divisions are currently struggling to source growth revenue and both have recorded sales falling year-on-year for the half. the first from the current financial year, with global services revenue down 2% to £1.6 billion for the six months ended at the end of September, while Enterprise (which serves UK business clients) reported a 5% drop to £2.44 billion. During the same period, BT’s Consumer and Openreach division reported an increase in sales year-on-year. Global Services has been struggling to balance for several years, while Enterprise is undergoing a revamp of its operations and focus of its services under the leadership of Rob Shuter, who took over as division chief last year – We see BT hits Reset on Enterprise level.

It seems that the suffering of the global chip market will continue until 2023. according to Gartner Latest Forecast Worldwide semiconductor revenue will decline 3.6% year-over-year in 2023 to $596 billion from $618 billion projected this year: Previously, the Gartner team predicted a slight uptick for the year in 2023 to $623 billion. According to Richard Gordon, vice president of Gartner, the expected decline is due to “the rapid deterioration in the global economy and weak consumer demand.” Gartner’s findings highlight weak consumer-driven markets due to lower disposable income due to higher inflation and the tendency for customers to shift spending toward travel and entertainment at the expense of technology purchases. However, the enterprise area shows relative resilience, including in markets such as enterprise networking, enterprise computing, and industrial, medical, and commercial transportation. In addition, revenue from the global memory market is expected to decline by 16.2% year-on-year due to “fluctuating demand, swelling inventories and customer pressure for much lower prices.” Gordon added, “While a deterioration in the macroeconomic environment will dampen consumer demand, we expect relatively better semiconductor consumption from business investment. Consequently, markets such as manufacturing, telecom infrastructure and data centers will be less affected by consumer sentiment and spending in the short term.” The Gartner forecast is another note in the continuing trend in the semiconductor market and it comes right after omdia estimated That global revenues in the third quarter of 2022 decreased by 7% compared to the second quarter. The market recorded its first quarterly decline in two years in the first quarter of 2022 – see The chips are low, but still very hot.

It’s almost crunch time for Telecom Italia (TIM)Apparently, with deadlines approaching and various meetings that are likely to have a significant impact on the future structure and ownership of the Italian national operator. while the A deal that would bring together TIM’s Fixed Access moduleFiberCop, with fiber-to-the-workplace (FTTP) competitor Open Fiber, with possible move by Italian state lender CDP to seal the potential deal this week The country’s new prime minister, Giorgia Meloni, has handed over responsibility for Italy’s broadband strategy to her close ally and undersecretary Alessio Butti, who was proposing a project code-named Minerva which would result in state ownership of the entirety of TIM (also known as re-nationalization) followed by the sale of its various operations, Reuters reported. Government representatives are set to meet union leaders this week, while the CDP is set to either delay or proceed with the combination of FiberCop and Open Fiber by November 30, according to Reuters. TIM employees, partners, suppliers and investors can do with some certainty, pronto!

Emerging markets may prove to be the promised ground for 5G success. A total of 15 countries, examined in a study commissioned by Ericsson And I did it before Analysys Mason, It can reap the benefits of next-generation technology in the form of GDP growth of 0.3% to 0.46% in 2035, and the estimated cost-benefit ratio is three to seven times. Expanded medium-band 5G coverage was found to be the ‘key success factor’ as it could bring about 80% of the economic benefits in the studied markets, which include Brazil, India, South Africa and several other countries in Latin America and the Middle East. East, Africa and Asia. The report also determined that smart industry and rural agglomerations will account for between 85 and 90% of the total economic benefits in each market. Unsurprisingly, agriculture was highlighted in the study as an “important sector” in all countries surveyed, accounting for up to 10% of GDP in some countries. Therefore, improved 5G connectivity in rural areas is expected to lead to an additional increase in GDP of up to 1.8% in the long term, in addition to benefits related to sustainability, such as reduced waste, increased efficiency and the use of sustainable farming methods. These potential gains from 5G will obviously come at a cost – between $3 billion and £8 billion per country in terms of core 5G deployments, plus an investment of another 20% to 35% for coverage extensions. Having said that, the report notes that 5G mobile broadband “could generate consumer surplus” of between $1 billion and $10 billion per country, with coverage extensions potentially providing 20% ​​to 30% in additional consumer surplus. The social benefits enabled by 5G will be greater than the 5G-based FWA [fixed wireless access]smart factories, shipping and logistics, agriculture and healthcare use cases,” according to the study, which also calls on governments and policymakers to support the ecosystem going forward. Read more.

The latest from the mixed reality area is Elon Musk Twitter Is this what Musk alluded to, in a tweet Of course, it may develop and produce its own smartphones if Twitter is banned from the Apple and Android app stores, Mashable Reports.

Vodafone Germanywhich is building a broadband fiber access network to reach 7 million buildings as part of a joint venture with Altisis expanding its high-speed broadband reach even further by striking a wholesale network deal with German fiberglass. The agreement enables Vodafone Germany to use Deutsche Glaswasser’s network for an initial 10 years starting in the fall of 2023, a move that will enable Vodafone to sell its fiber broadband access services to 6 million German homes in suburban and rural areas of the country. For more details, see This ad (In Germany).

samsungwhich was signed by the Indian government A Production Linked Incentive (PLI) scheme designed to encourage firms to manufacture products in the country using local resources, is An investment of INR 4 billion (US$49 million) is set for 4G and 5G network equipment production facilities in the Tamil Nadu region of India, According to ET Now (Part of The Economic Times Group). Samsung has network technology deals with both of India’s largest mobile network operators, Reliance Geo And the Bharti Airtelboth of which are currently investing heavily in rolling out the 5G network.

– TelecomTV staff