Global Scans · Telecoms · Weekly Summary

• [New] As telecom operators increasingly migrate toward standalone 5G architectures through 2026-2028, demand for next-generation DSP SoCs optimized for low-latency signal processing is expected to rise substantially. Persistence Market Research
• [New] Global 5G subscriptions are expected to exceed 6.4 billion by 2031, accelerating investments in advanced telecom network equipment. Persistence Market Research
• [New] SK Telecom, in South Korea, built a proprietary large language model trained on its telecom-specific data assets and embedded it into an enterprise AI agent platform, now targeting US$ 3.5 billion in AI-related annual revenues by 2030. PwC
• [New] Japanese technology conglomerate Softbank Group Corp. and its telecommunications subsidiary SoftBank Corp. are planning to launch a new neocloud business in the U.S. that will rent access to artificial intelligence chips to hyperscalers and other businesses in need of compute resources. SiliconANGLE
• [New] There could be a global shortfall of 85 million workers by 2030 if current hiring trends continue with the technology media and telecommunications sector facing some of the most severe shortages. Market Data Forecast
• [New] The Federal Communications Commission has proposed barring American and other telecommunications carriers operating in the U.S. from interconnecting with China Unicom, China Mobile, China Telecom and others, saying they pose national security risks. Reuters
• [New] The UK government recently committed additional funding toward advanced connectivity technologies, 5G infrastructure, and telecom innovation, creating new long-term growth opportunities for companies including BT Group. Spherical Insights
• [New] For telecoms operators, Ofcom has identified agentic AI as a potential use case for network optimization and maintenance - envisaging systems that dynamically adjust network parameters within pre-defined guardrails. Osborne Clarke
• [New] Global investments in AI infrastructure and advanced telecom systems are increasing demand for high-capacity digital networks, supporting long-term growth opportunities for telecom operators including Vodafone. Spherical Insights
• The deployment of 5G infrastructure, with the International Telecommunication Union projecting 4.4 billion 5G connections globally by 2027, is simultaneously expanding demand for GaN-on-sapphire RF power amplifiers used in base station antenna arrays. Persistence Market Research
• Some of the numbers that are in the registration statement are very ambitious or sort of aggrandized, in terms of they might soak up all telecom spending globally. Morningstar, Inc.
• In Japan, the telecom arm has been running a beta version of its GPU cloud service since May, which it will leverage to support the U.S. rollout. Morningstar, Inc.
• Ofcom will continue to use its powers under the TSA to address security and resilience risks arising from AI in telecoms networks. Osborne Clarke
• The overall ICT sector - including hardware, software, IT services, and telecom - is projected to grow at approximately 9.3% CAGR over the 2025-2030 period. itaadmin
• There's SkyFall, a proposed Mars Telecommunications Network and a newly announced weather payload that is also targeting launch in 2028 via a public-private partnership. Scientific American

Last updated: 27 July 2026