Monday, May 27, 2024

DuPont's reorg to create independent Electronics company

DuPont announced a plan to separate into three distinct, publicly traded companies: a diversified industrial company, a company focused on Water businesses, and a leading supplier of electronic solutions.

The independent electronics business will be a global leader in the supply chain of electronics, including key consumables used in semiconductor chip manufacturing, as well as advanced electronic materials enabling reliable signal integrity, power management and thermal management. 

DuPont says this new Electronics company "will be well positioned to capture growth in the semiconductor industry, driven by high-performance computing demands from AI, high speed connectivity, smart and autonomous vehicles and the Internet of Things, among other mega-trend growth drivers."

The Electronics company will be comprised of DuPont's existing Semiconductor Technologies and Interconnect Solutions lines of business, as well as the electronics-related product lines from Industrial Solutions. These businesses generated net sales of approximately $4.0 billion and operating EBITDA margin(1) of approximately 29% in 2023. With robust cash flow generation, the Electronics company is expected to focus on innovation-based growth.

“This is an extraordinary opportunity to deliver long-term, sustainable shareholder value through the creation of three strong, industry-leading companies," said Ed Breen, DuPont Executive Chairman and Chief Executive Officer. "The three-way separation will unlock incremental value for shareholders and customers and also create new opportunities for employees. Critically, each company will have greater flexibility to pursue their own focused growth strategies, including portfolio enhancing M&A."


Orange and Nokia extend their network API collaboration

Orange and Nokia  announced an expansion of their partnership aimed at advancing network programmability and monetization. Utilizing Nokia’s Network as Code platform with a developer portal, developers will be able to test and leverage Orange's 5G network capabilities to create innovative applications for customers in France and across Europe. This move is part of Orange's broader strategy to accelerate the adoption of 5G technology and unlock its full potential for various applications.

Orange is already offering commercial-grade network API capabilities through the Orange Developer Portal. The expanded partnership with Nokia aims to provide developers with enhanced tools and resources, including Software Development Kits (SDKs), detailed Network API documentation, a sandbox environment for testing, and code snippets for application development. These resources are designed to facilitate the creation of new use cases and add value for both developers and Orange customers.

As a key initiative under this expanded collaboration, Orange and Nokia co-hosted a "Network as Code Hackathon" on May 23-24 at Viva Tech, France's premier tech start-up conference. This event served as a platform for developers to build new, innovative applications using Nokia’s Network as Code platform. Moving forward, the partnership will focus on engaging with the developer community and supporting pre-commercial use cases, with pilot programs set to launch in select European countries through Orange 5G Labs.

Key Points:

  • Orange and Nokia expand partnership to enhance 5G network programmability and monetization.
  • Nokia’s Network as Code platform with developer portal to provide SDKs, API documentation, sandbox environments, and code snippets.
  • Orange to co-host a "Network as Code Hackathon" at Viva Tech to foster innovative application development.
  • Pilot programs to launch in select European countries through Orange 5G Labs.
  • Nokia’s platform aims to unify telco networks, systems integrators, and software developers to accelerate 5G application development.
  • The platform adheres to industry standards from GSMA Open Gateway initiative and Linux Foundation CAMARA.
  • Nokia has collaboration agreements with 12 network operators and ecosystem partners globally.

Wyoming Hyperscale seeks 100MW of nuclear power

Wyoming Hyperscale is seeking to enter into a 20-year Power Purchase Agreement with Oklo, which is developing advanced fission power plants that use nuclear waste as fuel. Wyoming Hyperscale is seeking 100 MW of clean, reliable power for a new data center campus near Evanston, Wyoming.

"As the widespread adoption of artificial intelligence increases, Oklo remains dedicated to providing clean, reliable, and affordable energy solutions to meet the needs of our data center partners. Our partnership with Wyoming Hyperscale underscores our commitment to advancing sustainable energy practices and supporting high-efficiency operations within the data center industry,” said Jacob DeWitte, co-founder and CEO of Oklo.

Trenton Thornock, Founder and Managing Member of Wyoming Hyperscale, emphasized the project's commitment to reimagining traditional data center development practices. "Our goal is to create data centers with minimal environmental impact. This collaboration with Oklo perfectly aligns with our vision for sustainable, efficient operations. By merging sustainability with advanced technology, we are setting a new standard for the future of accelerated computing.”


Dell'Oro: Optical transport equipment market to decline in 2024

The Optical Transport equipment market declined 13 percent year-over-year in 1Q 2024 and is now predicted to decline for the full year 2024, according to a new report from Dell'Oro Group.

“Customer’s excess inventory of DWDM systems continued to be at the center stage of the Optical Transport market decline in the first quarter of 2024,” said Jimmy Yu, Vice President at Dell’Oro Group. “However, we think the steeper-than-expected drop in optical transport revenue in 1Q 2024 may have been driven by communication service providers becoming increasingly cautious about the macroeconomic conditions, causing them to delay projects into future quarters,” added Yu.

Additional highlights from the 1Q 2024 Optical Transport Quarterly Report:

  • The Optical Transport market is forecast to decline by 2 percent in 2024 due to customers working through inventory and exercising controlled capital spending in an uncertain economic environment.
  • The DWDM market declined in most parts of the world. The largest declines were in North America and parts of Asia Pacific. The only two markets that grew year-over-year were China and the Middle East and Africa (MEA) region. China grew 8 percent and MEA grew 16 percent.
  • Three vendors—Cisco, Huawei, and ZTE—gained more than 1 percentage point of market share in 1Q 2024 compared to the year ago period.


Ekinops opens R&D hub in Lannion

Ekinops inaugurated its new head office in Lannion (Brittany).

The new facility, which will host more than a hundred employees, occupies a 20,000 m² site, ideally located at the heart of France's historic center of telecommunications technologies. The building meets the need for shared workspaces, but also meets strong environmental standards with improved energy-efficiency.

"The long-standing partnership between Lannion-Trégor Communauté and Ekinops illustrates our commitment to accompanying and supporting the growth of innovative companies in the region. We are proud to provide Ekinops with a modern, innovation-friendly infrastructure," says Gervais Egault, President of Lannion-Trégor Communauté.

The Ekinops Group has a number of subsidiaries around the world: Ekinops France, based around Paris in Massy (France), Ekinops Corp. in Rockville, Maryland (United States), Ekinops Brasil in Campinas (Brazil), and other entities in Germany, Spain, Australia, India, Canada and Belgium. Ekinops' research and development is spread across 7 R&D sites: 5 in EMEA (Lannion, Sophia Antipolis, Massy, Leuven and Geneva), 1 in Brazil (Campinas) and 1 in India (Bangalore). In addition to its R&D hubs, the Group has commercial representation in more than 10 countries, including Australia, Sweden, Poland, the United Arab Emirates, Kenya, Kazakhstan and the United Kingdom. Through its global footprint, Ekinops provides support services to its customers internationally and now has customers in over 70 countries.


Ericsson shows 5G mmWave drone for warehouses

Ericsson in collaboration with Qualcomm Technologies, Inc. and industrial drone solutions provider Dronus, showcased a 5G mmWave connected drone performing fuctions inside a warehouse.

Initially focusing on autonomous inventory checks in the warehouse, the drone uses indoor-optimized flight control, a 5G-connected Nest docking station, and live video streaming cameras. These features enable advanced sensing solutions within the factory's fully on-premises 5G private network.

This proof of concept demonstrates the integration of 5G technology into industrial processes, showcasing the potential for autonomous barcode scanning for inventory management. The drone, powered by the Qualcomm QRB5165 processor and equipped with 5G mmWave from Telit Cinterion, operates on Ericsson’s end-to-end private 5G network. This setup eliminates the need for external gateways or hotspots, marking a shift to native mmWave 5G connectivity for industrial use.

Key Points:

  • The drone is designed for autonomous inventory checks in warehouse high racks.
  • It uses a 5G-connected Nest docking station and live video streaming cameras.
  • The drone is powered by the Qualcomm QRB5165 processor with 5G mmWave from Telit Cinterion.
  • The proof of concept highlights the potential for 5G technology in industrial processes.
  • It marks a shift from wired or Wi-Fi connections to native mmWave 5G connectivity.