Week 52 in Telecoms, Internet, Media

Corporate

• Alphabet
• Waymo plans new EV without steering wheel (Zeekr), with Waymo Driver tech, to be developed by Geely (China; brands Volvo, Lotus, Smart)
• WSJ: Google acquired stakes in companies becoming GCP customers: Univision Comms, CME Group ($1b [see 211108]), ADT ($450m [see 200803]), Tempus Labs

Hardware

• Xiaomi launches Xiaomi 12 (2 versions: standard 6.3 inch & Pro 6.7 inch) smartphone in China
• Ziggo trials 2.5 Gb/s modem 
• Vodafone UK launches 5G MiFi (WiFi hotspot) device, max 32 users

Regulatory

• Meta Platforms: WSJ: after whistleblower Haugen publications, started lobby to divide lawmakers along partisan lines and forestall a cross-party alliance that was emerging to enact tougher rules on social-media companies
• Apple: Competition Commission of India starts investigation of App Store over mandating iPhone app developers to use a proprietary payments system
• Court dismisses case by The Privacy Collective against Oracle & Salesforce [see 200813]
• BIPT (BE) proposes changes to Kb Easy Switch (for fixed & packages)
• Auctions
• Spain plans 26 GHz auction 22H2; reserves spectrum for Private Wireless (20 MHz in 2300-2400 band); consultation until 220131
• Montenegro raises EUR 7.1m from multiband auction (900, 1800, 2.0, 2.6) from Crnogorski Telekom, M:Tel, Telenor
• SPRK (Latvia) raises EUR 13.3m from 700 auction from LMT, Tele2, Bite

Market reports

• ACM (NL) Telecom Monitor 21Q3: 
• Mobile (22.9m lines o/w 16.9m postpaid; voice minutes 11.6m (-5% qoq), # SMS 547k (-2%), data +12% (4G 317m MB, 3G 29.5m MB), M2M +400k to 8.78m lines)
• FT (242k PSTN lines (144k min), 4.68m VoB lines (1.66m min); voice minutes -10%)
• BB (cable 3.48m lines, DSL 2.26m, FTTH 1.84m; 52% >= 100 Mb/s; 146k ODF FTTH, 219k VULA copper, 167k WBA FTTH, 427k WBA copper; FTTH HP 4.264m; VDSL 4.878m HP o/w 1.48m HA; FTTO 58k lines, ODF FTTO lines 111k)
• TV (3.943m cable, 1.468m FTTH, 1.905m digital other; cable HP 7.894m, penetration 49.8%)
• Packages (3.204m FMC, 1.594m 3P fixed, 2.184m 2P fixed)