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32

Wire & Cable ASIA – March/April 2011

Telecom

news

Industry-wide component

shortage makes it a

challenge to fully meet

the demand for

mobile broadband

“The big three European base station

makers all cited shortages in their

third-quarter [2010] results. And many

key handsets, such as the HTC Desire

and iPhone 4, have also suffered from

scarcity of key elements such as

touchscreens.”

Writing in Rethink Wireless, Caroline

Gabriel cited this evidence that the

mobile industry is still in the grip

of component shortages, of both

devices and infrastructure. Ericsson’s

chairman, Michael Treschow, said

that in third-quarter of 2010 the

Swedish company had found it tough

to meet demand for its 3G and LTE

kit because of problems in procuring

some key components, especially

base station semiconductors. He

confirmed that the firm was still being

hit by shortages, even as he saw an

“improving” situation toward the end

of the year. (“Mobile Vendors Grapple

With Shortages,” 10

th

December)

Supply shortages reduced Ericsson’s

Q3 2010 sales by $285 million to

$428 million. While results for the last

quarter have not posted yet, it seemed

clear to Ms Gabriel that the problem

will not go away before the middle

of 2011. Smartphone manufacturers

were experiencing similar shortages

on the client side, particularly in

touchscreens and printed circuit

boards. For its part, Taiwan’s HTC

faced

especially

conspicuous

challenges because of the popularity

of its flagship range of gigahertz

Android phones (Desire, Droid

Incredible EVO 4G, and others).

Stock shortages have hampered its

ability to meet high demand for these

models.

Ms Gabriel noted that HTC does not

have the same control over the source

of vital touchscreen displays as

arch-rivals Apple, of the US, or South

Korea’s Samsung. She wrote: “The

former commissions its own Retina

Display from LG [South Korean],

while the latter’s sister firm has the

monopoly of bright AMOLED screens

at this stage.”

This drove HTC to adopt an enhanced

LCD technology from London-based

Sony Ericsson for some models.

However, the problem is not

confined to touchscreens, for HTC

or its competitors. Rethink Wireless

pointed out that Sony Ericsson has

also complained about scarcity of

LCD screens and circuit boards.

And, according to Bloomberg

News, HTC in December called

together its component suppliers

to discuss ways of improving

product flow. The invitees included

vendors of processors, touch

panels, software, casings, camera

modules and system logic boards.

Ms Gabriel noted that the mobile

chief of Acer (also Taiwanese), told

Reuters that the industry as a whole

is struggling with supply. Aymar de

Lencquesaing said: “It is a bit of a

scramble.”

Smartphones are seen as

increasingly vulnerable

to malware in 2011

Perhaps inevitably, along with the

steep rise in smartphone sales the

threats to smartphones are also

growing sharply.

As noted in mid- December by mobile

security vendor AdaptiveMobile, the

number of such reported infections

increased by a third in 2010. The

biggest rise was against Google’s

Android operating system, where

identified “exploits” grew fourfold.

According to AdaptiveMobile, exploits

aimed at Windows CE rose 7% over

the period, while those for phones

running Java-based apps grew 45%.

The number of new threats targeting

Symbian and iPhone declined.

“With the increasing pervasiveness

of smartphone devices, 2010 has

undoubtedly been the year that

fraudsters have truly turned their

attention to mobile platforms,” COO

Gareth Maclachlan of AdaptiveMobile

told telecomasia’s Dylan Bushell-

Embling. He said the change in

platform focus comes as fraudsters

seek to target the operating systems

they think will be most popular in the

coming year. (“Smartphone Malware

Grows 33% in 2010,” 16

th

December)

Mr Maclachlan said he believes that

smartphone malware will increase at

an exponential rate throughout 2011,

“with new, increasingly sophisticated

programs becoming a major headache

for both users and operators.”

Elsewhere in telecom . . .

Andy Rubin, Google’s vice

president of engineering and the

creator of the Android mobile

operating system, on 9

th

December

declared via Twitter that more than

300,000 Android phones are being

sold every day. If accurate, that

would bring Google’s quarterly

sales to about 27 million phones,

The IMEWE (India-Middle East-Western Europe) fibre optic undersea cable

connecting India to Italy and France via the Middle East is open for business.

As reported in TeleGeography (13

th

December), in the east the 8,078-mile

three-pair cable has landing stations in Pakistan, the United Arab Emirates

(UAE), Saudi Arabia, Egypt and Lebanon. The third submarine cable, after

SMW3 and SMW4, to operate between India and Europe has a design

capacity of 3.84TBps (Terabytes per second).

Construction of the IMEWE link was funded by an international consortium

of nine operators. They are: Bharti Airtel and Tata Communications (both

of India); Etisalat (UAE); France Telecom; Ogero (Lebanon); Pakistan

Telecommunication Co; Saudi Telecom Co; Telecom Egypt; and Telecom

Italia Sparkle. Paolo Ferrari, the CEO of TI Sparkle, noted the “full resiliency”

in an emergency that can be expected from the ring configuration of the

IMEWE cable system (with a landing in Catania) and SMW4 with a landing

in Palermo – both in Sicily. The state-of-the-art fibre network will, he said,

enable Sparkle to make good on its intention to provide top-quality services

in the Mediterranean.

New Asia-Europe subsea cable allows for two points

of presence in Sicily