Telecom EIIR (Engineering R&D Industry 4.0) Trends Q-2 2019

How are telecom enterprises leveraging R&D service providers? (Deals/Contracts/ Partnerships)

  • 1

    A leading multinational conglomerate selected LTTS as a partner to develop home protection and alarm systems leveraging 5G technology, in an engagement spanning three years.

  • 2

    A leading technology company awarded LTTS a large deal for developing software for modems to be used in next generation mobile phones. Under the program, LTTS was also responsible for validation, testing and support certifications for the customer.

  • 3

    Tieto strengthens its position in software R&D services – all Ericsson’s Radio Access Networks software R&D activities in Lviv, Ukraine to be transferred to Tieto

  • 4

    Bharat Electronics Limited (BEL) and Wipro have developed a system on chip (SoC) that can be used for civil applications such as tablets and mobile phones

How are telecom enterprises organizing their R&D? (GICs/ R&D Best Practices/Solutions)

  • 1

    Airtel and Voda Idea investing in self healing telecom networks which can predict fault using ML and fix it themselves without impacting consumer.

  • 2

    Comcast partnered with AT&T to successfully test a solution to stop robocalling between various landline services.

  • 3

    Infineon building new Austrian R&D center. Its main focus is on 77 GHz radar chips for driver assistance systems. Components for mobile telephony and navigation applications are another key area of the company’s business.

  • 4

    Xiaomi Wuhan HQ when ready will host 10,000 engineers working on AI and IoT

  • 5

    Spotify has opened a new research and development center in London which it said will create nearly 300 new jobs. The new R&D center joins the company’s existing hubs in Stockholm and Gothenburg in Sweden, and New York, San Francisco, and Boston.

  • 6

    Airtel may monetise its data analytics capabilities to offer services to other telcos. If more enterprise follow this route – First develop internal digital capabilities and then monetise them to offer services to others – wouldn’t it be a threat for Indian and global IT service providers?

  • 7

    Corning opened a research and development center in Montreal, Canada, focused on discovering and developing software solutions for the telecommunications industry. The Corning Technology Center Montreal will serve as Corning’s global center of software innovation to support emerging technologies such as artificial intelligence, augmented reality, cloud computing, and data analytics, as well as software solutions for optical-wireless networks

  • 8

    MTS to open Interactive Voice Response R&D centre in Skolkovo

  • 9

    Ericsson and Ambra sign global contract to sell 5G-ready mining industry automation

  • 10

    Tesla by bringing chip R&D and design (SoC) inside, has leapfrogged competition by four years. The Tesla FSD is an automotive grade computer powered by two custom SoCs (system-on-chip). The SoCs leverage commodity ARM CPUs and GPUs but are augmented by a Tesla-designed neural net accelerator capable of performing 147 trillion operations per second—sufficient for full-autonomous driving, according to Tesla Will more enterprise follow this R&D strategy?

  • 11

    Huawei announced that it plans to build a chip research and development factory in the UK, right next to Arm’s headquarters. Huawei has been recently accused of installing backdoors in telecom equipment. To regain its trust, the UK government has asked the company to commit to multi-billion dollar investments that would make it easier for regulators to verify whether or not Huawei’s equipment is compromised. Last year, Huawei purchased a 550-acre site from Spicers, a UK stationery business, for $49 million. The company intends to build an R&D center there employing about 400 people that should open by 2021.

  • 12

    Ericsson opens Global AI innovation hub in Montreal

  • 13

    Wafer Works, the sixth-largest silicon wafer manufacturer in the world, is to build a research and development (R&D) center focused on material with a low electrical resistance that is used in automobile electronics and Internet of Things applications. The company plans to invest NT$1.17 billion by building the R&D center at its existing fab in Taoyuan’s Longtan District and recruiting 26 highly skilled technicians.

  • 14

    Samsung has opened a new research center for the development of core technologies for 6G mobile network.

  • 15

    Sony built an IoT chip with a 60 mile range.

  • 16

    Realme Phone mulls exclusive R&D center in India separate from its parent OPPO.

  • 17

    Israeli satellite communications company hiSky has been awarded $11.3 million by the UK Space Agency. hiSky will establish an R&D center at Harwell to develop a satellite communications network management system (NMS) and an operations center. hiSky aims to be the world’s first low-cost satellite network operator, bringing innovative technology to voice and data satellite communications, and leveraging existing satellite capacity to reduce costs associated with building and launching new satellites.

  • 18

    Asus plans R&D center in India.

  • 19

    Inventec‘s AI R&D center in Taiwan has developed AI-based computer vision solutions for testing pre-installed notebook software, double-checking AOI-detected product defects, and detecting scratches on notebook chassis. Invetec is ODM for HP, Acer, Toshiba notebooks. Inventec used to have inspectors manually test software preinstalled in notebooks. However, such manual testing carried high labor cost, requiring hundreds of inspectors for one million notebooks shipped per month. Inventec has replaced manual software inspection, including booting, key-pressing and screen view checks, with robotic arms and industrial cameras undertaking automatic inspection.

  • 20

    Samsung Vietnam plans to build its largest research and development (R&D) center in the Southeast Asian region locating in capital city of Hanoi, with a scale of 3,000 experts.

  • 21

    Google is doing significant hiring in Bengaluru for its gChips unit. Of the 64 job openings in Google’s Bengaluru engineering team, the majority are for chip design related roles. Positions are open for experienced candidates in integrated circuit design and large system design, as also in application specific integrated circuits (ASIC), prototyping field-programmable gate array (FGPA) for manufacturing, for driving functional verification for system-on-chip (SoC).

  • 22

    Qualcomm has held a groundbreaking ceremony at Hsinchu Science Park in Taiwan for a new building complex. The site will house its Center for Operations, Manufacturing, Engineering, and Testing (COMET), a 5G test laboratory, a multimedia R&D centre. The cost of the project is estimated to be TWD 5.5 billion (USD 175 million) and will generate 1,000 jobs.

  • 23

    US-based smart home and building automation company Hogar Controls opened its first state-of-the-art manufacturing facility and R&D center in Hyderabad.

  • 24

    iQIYI and China Unicom will establish a joint R&D center for the innovation and application of 5G in terminal devices. Under the partnership, China Unicom will provide the Center with research resources including testing grounds for 5G technology as well as testing and research equipment and devices; iQIYI, on the other hand, will provide mixed and augmented reality VR testing spaces as well as testing equipment and devices. Both parties aim to devote their respective advantages in technology, talent and terminal devices to the partnership in effort to promote the innovation and application of 5G VR/AR terminal devices.

  • 25

    KLA expanded its plans for a research and investment center in Washtenaw County, Michigan that will serve as its second headquarters. It plans to invest $150 million and create 600 jobs.

  • 26

    Siemens introduced the PAVE360 pre-silicon autonomous validation environment. PAVE360 provides a comprehensive environment for multi-supplier collaboration across the automotive ecosystem for the development of next-generation automotive chips.

How are service providers building their solutions and capabilities?

  • 1

    GlobalLogic joins SI program of vidyo.io, embedded real time video solutions.

  • 2

    Wipro launched Tarang 2.0 at Hyderabad. Its digital product compliance and 5G lab.

  • 3

    Microsoft bets on a real-time operating system for IoT devices with Express Logic acquisition. Will it increase ThreadXRTOS usage or will it go Windows Mobile way?

  • 4

    Globant announced the availability of Signal OTT, a leading platform-as-a-service (PaaS) offering on Microsoft Azure. This will help media houses and content publishers reach and engage users across device form factors and drive new revenue streams through delightful experiences.

  • 5

    Tech Mahindra is deploy Cisco Digital Network Architecture (DNA) at its Hyderabad campus. With this, TechM’s Hyderabad campus has become one of the largest software-defined campus networks with over 14,000 live users in India. Tech Mahindra and Cisco have also opened a Centre of Excellence in Bangalore to focus on Manufacturing 4.0, especially as the convergence of IT and OT (operational technology) accelerates.

  • 6

    ALTEN Calsoft Labs acquires Wafer Space and strengthens its semiconductor expertise.

  • 7

    Altran is collaborating with Wind River and is using Wind River Titanium Cloud to develop an end-to-end network functions virtualization (NFV) solution. By incorporating NFV in the data center and at the network edge, Altran and Wind River can empower telecom operators to lower costs, accelerate service delivery and ensure high availability to exceed customer expectation.

  • 8

    Etteplan, Nokia and Ukkoverkot team up to provide private LTE solutions for industrial customers.

Telecom industry news

  • 1

    Ericsson and OPPO have signed a global patent license agreement. This initial agreement includes a cross license covering the 2G, 3G and 4G patent portfolios from both companies. OPPO, the fifth largest smartphone vendor in the world with business operations in more than 40 markets globally, will make on-going royalty payments to Ericsson based on a substantial part of their annual sales.

  • 2

    Intel says it will exit the 5G phone business as Apple and Qualcomm strike multiyear deal

  • 3

    Ericsson, Swisscom launch Europe’s first large scale 5G network

  • 4

    South Korea became first country to launch 5G at scale with 260K subscribers in first month.

  • 5

    Qualcomm will be seeing shutting down of its joint venture with People’s Government of Guizhou Province, Qualcomm, in 2016, has formed a joint venture namely Huaxintong Semiconductor (HXT) around the advanced server technology for its designing, development and selling with an initial fund of $280 million to provide advanced server chips to fulfill the needs of enterprises in the country. In last year on November 27 in a Beijing announcement, HXT said that it has officially started mass production of its StarDragon 4800 chip, an ARM-based server chip.

  • 6

    Huawei is baned by US govt. US companies including Google will stop working with Huawei. ARM, Softbank owned will also not work with Huawei. Panasonic will not supply components to Huawei. It is also because of distributed R&D of global corporations and many components will have US R&D angle too.

  • 7

    IISc Bangalore confirms breakthrough in superconductivity at room temperature. Superconductivity at ambient temperature has been a holy grail in physics for about a century.

  • 8

    MobiledgeX announced its partnership with telecom operator TELUS to trial its edge network in Canada. TELUS will pilot MobiledgeX Edge-Cloud R1.0, which aggregates processors and GPUs in virtualized cloudlets in key locations near the edge of TELUS’ wireless and wired access networks.

  • 9

    Amazon is interested in purchasing prepaid wireless phone service Boost Mobile from Sprint and T-Mobile. Amazon may harbor long-term visions of wirelessly piloted delivery drones and driverless delivery vehicles but is owning telecom network necessary for this. Retail and telecom are both capital intensive business. Well Bezos is not alone and another billionaire, who is 12 spot behind Bezos in world’s richest, is taking a similar bet with retail and telecom in India.

  • 10

    What after LED in lighting? Smart and connected lighting. Just as no one buys a smartphone based on its ability to make phone calls only, future buyers of smart-lighting will not be buying lights for their ability to produce illumination. They will be buying into an ecosystem of applications and services that have absolutely nothing to do with light. We will find lighting intersecting with adjacent industries like security, sensing, big-data, and even advertising.

  • 11

    Infineon to buy Cypress Semiconductors in $10 billion deal

  • 12

    One new risk, IT and engineering service providers need to manage now. Infosys reviews its exposure to Huawei. The report also mentions Cognizant and Wipro. I know there are more global and Indian IT firms which provide service to Huawei, so it is an industry wide risk.

  • 13

    Smart bundled offering by Virgin Media. If broadband is down then unlimited high speed 4G free on mobile till broadband problem is fixed.

  • 14

    Huawei has cut orders from key suppliers after US black list. So the impact on telecom equipment and component supply chain has begun. Huawei obviously denies it.

  • 15

    Huawei will take hit of $30 Billion because of US sanctions.

  • 16

    Broadcom sent a shockwave through the global chipmaking industry with its forecast that U.S.-China trade tensions and the ban on doing business with Huawei Technologies would knock $2 billion off the company’s sales this year.

  • 17

    Intel to acquire Barefoot Networks, accelerating delivery of ethernet-based fabrics

  • 18

    Huawei may use Russian Avrora OS.

  • 19

    Taiwan electronics company Pegatron has signed a letter of intent stating it intends to invest 10 trillion to 15 trillion rupiah ($695 million to $1 billion) in an Indonesian factory to produce chips for Apple smartphones.

  • 20

    AWS is getting into telecom. Carrier-grade 4G (& 5G) Long Term Evolution (LTE) Evolved Packet Core (EPC) workloads on AWS is possible.

Telecom Resources: Consultant/ Analyst Updates

  • 1

    Roland Berger: Between a rock and a hard place: OSAT companies need a new playbook (Link)

  • 2

    McKinsey: Cutting through the 5G hype: Survey shows telcos’ nuanced views (Link)

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