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The weak telco appetite for a 6G hardware splurge is already prompting some big shifts at Ericsson and Nokia.
Every ten years or so, governments charge telcos billions of dollars for the rights to send mobile signals over a crisp new slice of electromagnetic spectrum. The birth of another generation of mobile technology is an exciting and potentially lucrative time for the suppliers to those telcos, too. New spectrum requires new radios. Ericsson, Huawei, Nokia, Samsung and ZTE, the world's biggest radio access network (RAN) vendors, look forward to the launch of a G like a toymaker awaiting Christmas.