There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.
Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.
This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.
Have a great day and good morning to Vancouver where it is now 01:10.

