Global Scans · Telecoms · Weekly Summary

• [New] The Communication & RF Systems segment (specifically 5G/6G infrastructure) is expected to dominate with around 42.5% market share in 2026, driven by the critical need for high-gain, low-profile antennas, beam steering arrays, and RIS in telecom R&D. Dimension Market Research
• [New] The Radio Frequency (RF) segment is expected to dominate in 2026, accounting for approximately 58.0% share, driven by its extensive use in telecommunications, radar systems, and antenna-based metamaterial applications across defence and wireless communication networks. Dimension Market Research
• [New] MWC 2026 made one thing clear: The telecoms that lead in the next cycle will not just deploy AI, they will operationalize it. The Microsoft Cloud Blog
• [New] Mexico published its National Connectivity Plan 2026-2030 in the DOF, giving formal policy backing to a broader push to expand spectrum, public telecom infrastructure and internet access nationwide. Mexico Business
• [New] The National Telecommunications and Information Administration at the Department of Commerce announced the debut of its Space Launch Frequency Coordination Portal, which will streamline federal reviews of spectrum requests by commercial space launch providers. Benton Foundation
• The U.S. consumer and business telecom sector is expected to evolve steadily through 2030, driven by expanding fiber deployments, rising demand for symmetrical multi-gigabit speeds, and greater network convergence. GlobeNewswire
• Enterprise spending on private telecoms infrastructure will reach $45 billion globally, representing a 280% increase from 2024 levels. BUSINESS 2.0 NEWS
• 52% are concerned telecom networks could be monitored or disrupted - a tangible risk already demonstrated by espionage campaigns targeting network operators, such as Salt Typhoon and more recently, UNC3886 in Singapore. Stock Titan
• The National Institute for Science and Technology and International Telecommunication Union - a specialized United Nations agency, along with numerous tech companies have set a goal of having everything Quantum compliant by 2030. Forbes
• Telecom regulators around the world are working to address the many issues surrounding emerging D2D services, from interference concerns to the effect D2D satellites might have on astronomy. Ookla
• The most far reaching threat, by far, has been the emergence of Salt Typhoon, a China-linked hacking group that has infiltrated global telecommunications networks, including in the United States. Federal News Network
• GSMA's 2026 Mobile Telecommunications Security Landscape reflects ongoing developments in telecoms security, while Ericsson has warned that the use of AI in mobile networks creates a wider threat surface and requires stronger security thinking. Silver Lining
• Private 5G networks and sliced enterprise services will represent one of the fastest-growing segments of global telecom revenue through 2028, with 500% growth in private 5G deployments projected from 2024 baselines. The Economy
• Worldwide telecom capex is projected to decline 2% in 2026 then grow at a 1% CAGR through to 2030. Mobile Europe
• Mid-2027: Regulated sectors (banks, telecoms, public services) must accept EUDI Wallets for strong authentication. Visasupdate
• The telecommunications sector is the primary growth engine for waveguide components through 2035, driven by the dense deployment of 5G networks and the early groundwork for 6G. IndexBox Inc.
• Strengthening the American drone industrial base will require a highly-skilled workforce to support development, manufacturing, and operation of drones, including in the fields of telecommunications and electrical engineering. Federal Register
• Global telecom capital expenditure is expected to decline in 2026 as operators adopt a more cautious investment approach, even as long-term demand linked to artificial intelligence continues to build. RCR Wireless
• Capex set to decline - Global telecom capex is expected to fall 2% in 2026, reflecting a more cautious near-term investment environment. RCR Wireless
• Nearly half of the telecom industry is expected to transition to a cloud-based model within the next three to five years. Avenga

Last updated: 04 May 2026