https://m.zhitongcaijing.com/content/detail/515983.html
獲得悉知，通信（ERIC.US）與Verizon（VZ.US）達成共識，具有立立意義的多年協議，愛信將提供解決方案，以加速5Verizon在美國發展智慧5G網絡。
Verizon 將部署愛立信的 5G MIMO C 信道、低頻段和毫米波頻譜解決方案，以增強和擴展 Verizon 的 5G 超寬帶網絡覆蓋、性能和用戶體驗。愛立信的技術解決方案包括大規模 MIMO、愛立信帶寬共享範圍和愛信Cloud RAN。這些自帶的愛立信無線系統產品組合提供補充，共同支持5G服務。
上個月，愛立信與穀歌云合作，提供5G和邊界雲解決方案。
億億集團，立信還宣布了其第二集團的實力，第二朗集團的集團為549.41億億克（63.44美元），較上年同期的555.78億億克朗下降了1%。預期。發稿，愛立信盤前9.06%，報12.05美元。
https://xueqiu.com/9487181048/176659344
這一計劃會影響到科技行業許多公司，但並不是所有公司都對該計劃感興趣。
美國總統拜登提出的基礎設施建設計劃的規模高達2.3萬億美元，相當於蘋果公司過去18年的總收入，包括所有來自iPhone、iPad和iPod的收入。這一計劃會影響到科技行業許多公司，但並不是所有公司都對該計劃感興趣。
白宮提議向電動汽車市場投資1740億美元，包括到2030年建立一個擁有50萬個充電站的全國性網絡。相比之下，美國目前的加油站數量是15萬多個。上週投資者紛紛湧向電動汽車充電公司的股票，ChargePoint Holdings (CHPT)大漲45%，Blink Charging (BLNK)上漲15%。除了這類股票，Evercore分析師阿米特·達里亞納尼(Amit Daryanani)認為電動汽車充電器組件供應商也有望大漲，其中包括Amphenol (APH)、TE Connectivity (TEL)和Sensata Technologies Holding (ST)。
基建計劃還包括一項1000億美元的投資，“為每個美國人提供負擔得起的、可靠的、高速的寬帶。”Baird科技板塊策略師泰德·莫滕森(Ted Mortonson)認為，思科(CSCO)和Ciena (CIEN)以及其他通信硬件公司都有望受益。擴大5G覆蓋範圍也會給蘋果(AAPL)等手機公司、愛立信(ERIC)和諾基亞(NOK)等無線基礎設施公司以及高通(QCOM)、Skyworks (SWKS)和Qorvo (QRVO)等通信芯片公司的發展帶來推動。
發展寬帶和其他基礎設施將需要更多的芯片，目前半導體行業無法滿足需求。一些汽車製造商由於缺少零部件而暫停生產，個人電腦製造商的供應也受到限制。不過，基建計劃重申了白宮對《芯片法案》的支持，其中包括投入500億美元用於半導體製造和研究。
在搞建設之前需要做好設計，對於Autodesk (ADSK)、Bentley Systems (BSY)和PTC (PTC)這些生產設計軟件的公司以及Ansys (ANSS)這類銷售模擬軟件的公司來說，建設方面的巨額支出也是個利好消息。
基建計劃希望電信運營商和有線電視運營商“降低互聯網價格”，政府提議“取消阻礙市政擁有的電力供應商和農村電力合作社與私營供應商競爭的壁壘”。拜登想要更低的價格，他認為達到這個目標的一般方法是市政府建立自己的網絡。
康卡斯特(CMCSA)、Charter Communications (CHTR)和其他寬帶供應商加入的有線電視行業貿易組織NCTA對這個提議並不感興趣。
該組織在一份聲明中說，“白宮在寬帶基礎設施上大做文章，冒著拋棄幾十年成功政策的風險，認為政府比私營部門的技術人員更適合建設和運營互聯網。這種轉變是由於錯誤地將我們成功的現代數字網絡與我們衰敗的道路、橋樑、水路和電網混為一談。”
文 | 《巴倫周刊》撰稿人埃里克·J·薩維茨(Eric J. Savitz)
編輯 | 郭力群
翻譯 | 小彩
PLANO, Texas, July 28, 2020 /PRNewswire/ -- Verizon (NYSE, Nasdaq: VZ) is the first recipient of a U.S. manufactured commercial 5G base station from Ericsson's (NASDAQ: ERIC) new state-of-the-art smart factory in Texas. The equipment is the first 5G base station produced by Ericsson in the U.S. and marks another significant milestone as Ericsson continues to strengthen its U.S. capabilities in 5G research, design, manufacturing and service delivery.
"Ericsson's smart factory is a cornerstone of our collaboration as we work together to bring 5G to our consumer, enterprise and public safety customers," said Kyle Malady, Chief Technology Officer of Verizon. "Together these types of innovation will accelerate our 5G deployments, as we expand our 5G leadership in technology and continue to rapidly build the ecosystem with our partners."
The 5G base station delivered to Verizon is the millimeter-wave Street Macro solution, which is key to Ericsson's 5G portfolio for its North American customers. All radio access components are housed in one lightweight enclosure, allowing for the rapid growth of 5G coverage in complex city environments.
Fredrik Jejdling, Executive Vice President and Head of Networks, Ericsson, says: "As the most advanced platform for innovation, 5G will enable a transformation across enterprises – as we're now experiencing in our own smart factories. Automation and remote operations have become more important, and we're working with our customers to make them available for the benefit of industries. From producing the first 5G base stations at our 5G USA Smart Factory earlier this year, we've made our first commercial delivery to Verizon. That's just the beginning."
The delivery, captured in this short video, was made in adherence with The Centers for Disease Control and Prevention guidelines for social distancing due to COVID-19, ensuring the exchange was contract-free.
The 300,000 sq. ft. factory, the first of its kind in the U.S., began commercial operations in March and will be fully operational by the end of the year. It produces 5G and Advanced Antenna System radios to boost network capacity, and the facility itself is outfitted with fast and secure 5G connectivity to enable agile operations and flexible production.
5G's low latency, speed and high bandwidth helps to create the factory of the future, enhancing capabilities like machine learning, augmented reality and virtual reality (AR/VR). Factories powered by 5G dramatically impact data collection, allowing for real-time monitoring of inventory, maintenance needs, higher flexibility and shorter lead times for factory floor production reconfiguration, layout changes and other alterations.
This domestic manufacturing factory is a critical component of Ericsson's global supply strategy, bringing manufacturing capabilities to the U.S. as the company works to meet the demand for 5G deployment by bringing the supply chain closer to customers.
