Industry News on July 15, 2025_ATWE Micro Intelligent Communication (Shenzhen) Co., Ltd.

JULY 15, 2025 | GLOBAL EDITION

Telecom Industry Daily

Comba Telecom Leads in Antenna Technology Amid Market Challenges

According to EJL Wireless Research's latest report, Comba Telecom ranked first globally in antenna technology while maintaining its position as the world's second-largest antenna supplier in 2023. The company's Helifeed green antenna series features FPTP design that improves energy conversion efficiency by 15%-20% and reduces carbon footprint by 30%-50%, securing 18.85% market share in recent operator procurements:cite[1].

Despite technological leadership, Comba reported a 24% revenue decline to HK$4.53 billion in 2024, reflecting industry-wide challenges as 5G deployment enters a plateau phase. The company is accelerating its transition toward 5G-A and integrated air-space-ground solutions, showcasing intelligent antenna management systems and exploring AI-powered beam optimization technologies:cite[1].

China Telecom Launches Full-Scenario Satellite Direct Connectivity

China Telecom unveiled its "Sky-Earth Integration" solutions covering smartphone-to-satellite, vehicle-to-satellite, and industry applications of Tiantong satellite system. This marks China's entry into full-scenario satellite connectivity era:cite[3].

Per Guosen Securities research, China Telecom has partnered with Huawei, Xiaomi and others to launch over 30 satellite-connected device models, with annual sales exceeding 16 million units. The technology is evolving from "new devices + legacy satellites" to "legacy devices + new satellites," with future expansion into emergency response, agriculture and other B2B applications:cite[7].

Satellite Internet Accelerates as Private Rockets Make Breakthroughs

Global satellite internet deployment accelerates, with Starlink having launched nearly 9,000 satellites serving over 100 countries. China's "GW Constellation" and "Qianfan Constellation" have deployed 40 and 90 LEO satellites respectively:cite[7]:cite[8].

Chinese private rocket companies achieved milestones: Landspace completed static fire test for its Zhuque-3 reusable rocket's nine first-stage engines, with maiden flight expected in H2 2025; Yuanxing Technology successfully tested its stainless-steel methane-fueled rocket at 3km altitude. These breakthroughs will support China's satellite internet ambitions:cite[7]:cite[8].

China Unicom Rolls Out eSIM Service for Smartphones

China Unicom has launched eSIM service for smartphones, currently requiring in-person activation for first-time users. This follows China Telecom's move to advance eSIM commercialization:cite[3].

The adoption of eSIM technology will provide consumers with greater flexibility in carrier selection and device switching, while opening new possibilities for IoT device connectivity.