eSIM.Access马来西亚未来30天
马来西亚出境连接进入低价促销窗口
机会信号：CelcomDigi于10月12日推出RM10起的漫游通行证并附带免费通话，显示当地运营商正用低门槛套餐争夺近期出境用户。
通信与物联网周报
覆盖近 7 天 · 本期 45 个事件，来自 107 条报道，已过滤 225 条 · 2026-10-12 16:34+08:00
本期要点
- FCC批准1.5万颗卫星开展手机直连 · 美国 · 监管3 家报道
- Anatel扩大Starlink的S频段使用 · 巴西 · 监管2 家报道
- Digi Spain因SIM交换面临近200万欧元罚款 · 西班牙 · 处罚1 家报道
- 中国发布物联网应用信息服务分类标准 · 中国 · 监管1 家报道
- Arqia与Sateliot在巴西提供5G NTN物联网 · 巴西 · 合作4 家报道
业务机会雷达
从市场变化中提炼可跟进的客源国、渠道、海外客户和行业场景
RR美国未来90天
美国铜线退网催生设备迁移连接需求
机会信号：美国参议员正就Verizon退出铜线语音服务的提案提出质询，依赖铜线的报警、监测和远程设备将面临蜂窝替代与迁移窗口。
来源：Civic Media：Verizon copper transition proposal（2026-10-11）
RR印度未来90天
印度5G与FWA扩张带动终端连接需求
机会信号：爱立信近期将印度5G增长、AI连接与FWA列为市场机会，固定无线接入和行业终端扩张将增加多运营商连接及远程管理需求。
来源：The Fast Mode：Ericsson India 5G and FWA opportunities（2026-10-12）
RR中国未来90天
国内eSIM与卫星物联网进入政策推进期
机会信号：工信部信息通信行业“十五五”规划明确提出有序推进eSIM新业务备案，开展卫星物联网商用试验并完善相关政策标准。
手机eSIM4
Digi Spain因SIM交换面临近200万欧元罚款 1 家报道
- Digi Spain facing nearly EUR 2 mln in SIM swap fines - TelecompaperTelecompaper · 10-08 17:01
CelcomDigi推出RM10起漫游通行证 3 家报道
- CelcomDigi releases roaming passes from RM10 with Free calls - TechNaveTechNave · 10-12 10:26
- CelcomDigi refreshes roaming pass offering with prepaid options from MYR 10 - TelecompaperTelecompaper · 10-09 16:01
- CelcomDigi introduces revised roaming passes starting from RM10 - The StarThe Star · 10-09 14:30
苹果为AT&T用户修复iPhone入网故障 3 家报道
- "Brickgate" forces some AT&T iPhone 18 Pro Max subscribers to receive another carrier update - PhoneArenaPhoneArena · 10-10 04:23
- Apple rolls out AT&T carrier update for iPhone 18 Pro Max on iOS 27.2 beta - 9to5Mac9to5Mac · 10-09 10:11
- Apple says some AT&T users' iPhone 18 Pro Max phones must be replaced - USA TodayUSA Today · 10-09 02:27
Digi Spain新增五国漫游覆盖 1 家报道
- Digi Spain adds 5 more countries to roaming offer - TelecompaperTelecompaper · 10-07 20:11
IoT连接13
Arqia与Sateliot在巴西提供5G NTN物联网 4 家报道
- Arqia firma parceria com Sateliot para levar 5G NTN ao IoT no BrasilMobile Time · 10-09 06:26
- Arqia e Sateliot firmam parceria para IoT via satélites no BrasilTELETIME · 10-08 22:54
- Arqia and Sateliot to launch satellite-based 5G IoT in Brazil - TelecompaperTelecompaper · 10-09 20:34
- Arqia e Sateliot assinam acordo de cobertura IoT 5G no BrasilTele.Sintese · 10-09 05:36
floLIVE与Skylo扩展巴西卫星IoT覆盖 2 家报道
- Flolive and Skylo extend IoT comms across Brazil - Developing TelecomsDeveloping Telecoms · 10-08 07:02
- FLOLIVE® and Skylo Combine Cellular and Satellite Connectivity to Extend IoT Coverage Across Brazil - The National Law ReviewThe National Law Review · 10-06 19:57
Aeris与Telna扩展巴西IoT连接覆盖 1 家报道
NLT Telecom把卫星接入巴西IoT服务 1 家报道
- NLT Telecom integra satélite à oferta de IoT no BrasilTele.Sintese · 10-07 08:01
Valid在巴西上线本地化SGP.32管理 1 家报道
- Acceleronix and Valid Bring Locally Hosted SGP.32 eSIM Management to Brazil - Business WireBusiness Wire · 10-08 01:58
Vivo用14座基站覆盖140万公顷 1 家报道
- Vivo levará 4G a 1,4 milhão de hectares com 14 torres no Centro-OesteTele.Sintese · 10-10 01:03
Sateliot发射五颗5G NTN物联网卫星 4 家报道
- Sateliot expands its constellation to extend mobile connectivity via satellite - NovobriefNovobrief · 10-07 02:52
- Sateliot puts five more satellites into 5G NTN IoT constellation - Computer WeeklyComputer Weekly · 10-07 01:38
- Sateliot launches five new satellites for 5G NTN IoT - Total TelecomTotal Telecom · 10-06 06:32
- Sateliot launches five new satellites into Draconis 5G NTN IoT constellation - TelecompaperTelecompaper · 10-06 03:44
Exein与德国电信合作保护联网设备 2 家报道
- Exein and Deutsche Telekom IoT partner on connected device securityIoT Insider · 10-07 17:59
- Exein and Deutsche Telekom IoT partner to secure the next generation of connected devices - IoT NowIoT Now · 10-08 17:32
- Exein and Deutsche Telekom IoT partner to secure the next generation of connected devicesIoT Now · 10-08 16:58
- Exein and Deutsche Telekom IoT partner on connected device security - IOT InsiderIOT Insider · 10-07 17:59
三家公司推出eSIM牲畜定位耳标 2 家报道
- Acceleronix, iBOI and Quectel Launch New Generation GPS Cattle Ear Tag with eSIM and IoT Platform Integration for Access to Livestock Credit - Yahoo FinanceYahoo Finance · 10-06 23:29
- New IoT Cattle Ear Tag Combines GPS, eSIM and Livestock Monitoring - IoT Business NewsIoT Business News · 10-09 21:35
- New IoT Cattle Ear Tag Combines GPS, eSIM and Livestock MonitoringIoT Business News · 10-09 21:35
Aeris扩展面向实体AI的IoT eSIM编排 1 家报道
- Aeris extends IoT eSIM orchestration for the Physical AI era - IoT NowIoT Now · 10-05 16:56
- Aeris extends IoT eSIM orchestration for the Physical AI eraIoT Now · 10-05 16:28
Sateliot推出太空电信塔方案 1 家报道
- Sateliot launches “telecommunications towers in space” - Critical Communications TodayCritical Communications Today · 10-09 00:49
Eseye发布SGP.32实施指南 1 家报道
- What IoT Leaders Really Need to Know About SGP.32Eseye · 10-07 09:00
Skyworks与Qorvo完成合并 1 家报道
- 美国半导体行业新动态：Skyworks与Qorvo完成合并 - C114通信网C114通信网 · 10-08 15:44
车联网3
Polestar因美国禁令清空2026款库存 5 家报道
- Polestar Is Getting Ready To Leave the U.S., Inventory Is Almost Sold Out - autoevolutionautoevolution · 10-12 00:21
- Polestar’s Almost Out of 2026 Inventory as U.S. Ban Nears - AutoblogAutoblog · 10-10 19:30
- Polestar Sales Surge As The Company Prepares To Leave The US - CarBuzzCarBuzz · 10-09 23:31
- Polestar Has Nearly Sold Out All of Its Existing U.S. Inventory, Report Claims - Road & TrackRoad & Track · 10-09 23:23
- Polestar nears US sellout of remaining 2026 models as ban looms - ReutersReuters · 10-08 20:45
Fibocom与Grid-OS扩大印度车载IoT部署 3 家报道
- Fibocom and Grid-OS Accelerate IoT Deployment at Scale in India at IMC 2026 - PR NewswirePR Newswire · 10-08 14:55
- Fibocom and Grid-OS Accelerate IoT Deployment at Scale in India at IMC 2026 - TradingViewTradingView · 10-08 14:55
- Fibocom modules power Grid-OS 4G vehicle trackers in India - Automotive WorldAutomotive World · 10-08 12:30
其余 1 条
Polestar第三季度销量增长1% 7 家报道
- Polestar Q3 Sales Grow Despite Exiting US Market - Fuel Cells WorksFuel Cells Works · 10-10 00:59
- Polestar posts record Q3 sales, but growth slows outside the U.S. - Drive Tesla CanadaDrive Tesla Canada · 10-09 13:23
- Polestar Sales Are Booming. Thank The Country That Just Banned It - InsideEVsInsideEVs · 10-09 03:37
- Polestar Q3 Sales Edge Up 1% as US Clearance Masks 8% Drop Elsewhere - Electric VehiclesElectric Vehicles · 10-08 20:38
- Polestar Reports Record Nine-Month Retail Sales and Its Strongest Third Quarter - Rutland HeraldRutland Herald · 10-08 19:02
- Polestar reports record nine-month retail sales and its strongest third quarter - PolestarPolestar · 10-08 19:00
- Polestar Q3 sales rise 1% as Polestar 5 deliveries begin - CBT NewsCBT News · 10-08 18:13
卫星直连6
FCC批准1.5万颗卫星开展手机直连 3 家报道
- EUA autorizam 15 mil satélites da Starlink para conexão direta a celularesTELETIME · 10-09 01:47
- Anatel libera 15+15 MHz à Starlink para conexão direta a celularesTele.Sintese · 10-10 03:03
- SpaceX approved for NGSO MSS system for direct-to-device services - Federal Communications Commission (.gov)Federal Communications Commission (.gov) · 10-07 05:44
Anatel扩大Starlink的S频段使用 2 家报道
- Anatel confirma capacidade adicional de banda S para StarlinkTELETIME · 10-10 03:54
- Anatel vota ampliação do espectro para a Starlink na banda STELETIME · 10-09 10:46
- Anatel libera novas faixas à Starlink sem aumentar limite de satélitesTele.Sintese · 10-10 03:04
SpaceX收购全美800MHz频谱组合 11 家报道
- SpaceX adquire espectro de 800 MHz para Starlink Mobile nos EUATELETIME · 10-09 23:35
- SpaceX收购低频频谱以补足拼图，瞄准成为美国领先运营商 - C114通信网C114通信网 · 10-10 19:17
- SpaceX snaps up the 800 MHz spectrum T-Mobile dumped for $2.9 billion — and T-Mobile, Verizon, AT&T stocks are sliding - Yahoo FinanceYahoo Finance · 10-10 05:00
- SpaceX Buys Wireless Spectrum For Starlink; Verizon, AT&T, T-Mobile Tumble - Investor's Business DailyInvestor's Business Daily · 10-10 04:02
- Starlink spectrum deal boosts Musk plan to beat AT&T, T-Mobile, and Verizon - Ars TechnicaArs Technica · 10-10 02:24
- SpaceX eyes 'major mobile carrier' status via Grain spectrum deal - Light ReadingLight Reading · 10-10 02:04
- SpaceX’s 800 MHz spectrum grab threatens Big 3 mobile carriers even more - Fierce NetworkFierce Network · 10-09 23:49
- SpaceX grabs “earthquake” 800 MHz deal as Starlink rocks US telcosRCR Wireless News · 10-09 19:54
- AT&T, Verizon And T-Mobile Stocks Slump As SpaceX Announces Key ‘Starlink Mobile’ Deal - ForbesForbes · 10-09 14:41
- SpaceX deal to acquire spectrum license hammers shares of AT&T, Verizon and T-Mobile - CNBCCNBC · 10-09 04:43
- Grain Management Announces Definitive Agreement to Sell Nationwide 800 MHz Spectrum Portfolio to SpaceX - PR NewswirePR Newswire · 10-09 04:17
中国发射卫星互联网低轨27组卫星 1 家报道
- 我国成功发射卫星互联网低轨27组卫星 - C114通信网C114通信网 · 10-10 08:16
- 我国成功发射卫星互联网低轨27组卫星- 推荐 - C114通信网C114通信网 · 10-10 08:16
中国星网完成跨极区通信在轨试验 1 家报道
- 30Mbps、时延低于1秒！中国星网完成跨极区通信在轨试验 - C114通信网C114通信网 · 10-08 21:25
AST在加拿大完成卫星直连手机测试 1 家报道
- AST SpaceMobile (ASTS) Completed Its First Direct Satellite To Smartphone Test In Canada - Yahoo FinanceYahoo Finance · 10-07 19:10
监管与标准8
中国发布物联网应用信息服务分类标准 1 家报道
- 物联网应用信息服务分类 - std.samr.gov.cnstd.samr.gov.cn · 10-09 10:21
FCC拟扩大5G与卫星直连频谱 1 家报道
- FCC moves to expand spectrum for 5G and direct-to-device satellite servicesIoT Insider · 10-08 18:35
中国物联网边缘计算标准公开征求意见 1 家报道
- 国家标准《物联网边缘计算第5 部分：系 统协同交互要求》（征求意见稿）编制说明 - std.samr.gov.cnstd.samr.gov.cn · 10-08 00:32
- 物联网边缘计算第5 部分：系统协同交 互要求 - std.samr.gov.cnstd.samr.gov.cn · 10-07 22:25
- 物联网边缘计算第2 部分：数据管理要求 - std.samr.gov.cnstd.samr.gov.cn · 10-06 08:22
北京将建设6G试验网及卫星互联网设施 1 家报道
- 北京市政府：率先落地6G试验网 将卫星互联网纳入基础设施体系 - C114通信网C114通信网 · 10-09 12:54
巴西IoT行业要求调整竞争规则 1 家报道
- TelComp aponta barreiras no IoT e pede ajustes nas regras de competiçãoTele.Sintese · 10-07 07:52
巴西研究卫星通信主权保障方案 1 家报道
- Anatel e MCom defendem alternativas para garantir soberania nas comunicações via satéliteTele.Sintese · 10-08 07:36
WBA发布Wi-Fi与6G融合要求 3 家报道
- Wireless Broadband Alliance define requisitos de convergência entre Wi-Fi e 6GMobile Time · 10-10 05:04
- Wi-Fi precisa estar presente em padronização do 6G, defende WBATELETIME · 10-10 04:33
- WBA将Wi-Fi视为6G核心技术：对实现泛在覆盖“不可或缺” - C114通信网C114通信网 · 10-08 21:19
其余 1 条
GSMA公布新一届董事会成员 3 家报道
- GSMA公布新一届董事会成员：移动、电信、联通高管入选 - C114通信网C114通信网 · 10-08 21:23
- Turkcell’s CEO Dr. Ali Taha Koc Elected to GSMA Board - New Castle NewsNew Castle News · 10-05 22:28
- Turkcell’s CEO Dr. Ali Taha Koc Elected to GSMA Board - Business WireBusiness Wire · 10-05 22:28
运营商动态11
AT&T数据泄露和解获最终批准 3 家报道
- AT&T data breach settlement gets final approval. See how much customers could receive - KBTX News 3KBTX News 3 · 10-10 06:08
- Payments could come soon in $177M AT&T settlement: How much will you receive? - The HillThe Hill · 10-08 21:09
- AT&T settlement approved. Here's how much customers get - USA TodayUSA Today · 10-07 03:49
巴西批准TIM与Vivo扩大网络共享 3 家报道
- Veja no Boletim TELETIME: RAN sharing entre TIM e Vivo aprovadoTELETIME · 10-09 21:54
- Anatel aprova ampliação do acordo de RAN Sharing entre TIM e VivoTELETIME · 10-09 04:16
- Brazilian regulator approves TIM-Vivo RAN sharing with conditions - TelecompaperTelecompaper · 10-09 20:34
- Anatel aprova expansão do RAN sharing entre Vivo e TIM com condiçõesTele.Sintese · 10-09 08:05
AT&T与投资机构组建光纤合资公司 3 家报道
- AT&T to pack Gigapower and Forged Fiber 37 into one JV - Light ReadingLight Reading · 10-07 03:47
- AT&T to form fiber joint venture with BlackRock's GIP, CPP Investments - ReutersReuters · 10-07 01:35
- AT&T, GIP, and CPP Investments to Form New Fiber Joint Venture - AT&T NewsroomAT&T Newsroom · 10-06 20:38
AT&T与OpenAI合作改造法律服务 2 家报道
- COMMENTARY: How AT&T is using AI to reduce its reliance on law firms - ReutersReuters · 10-08 21:08
- AT&T Launches Flagship Collaboration with OpenAI to Transform AI-Powered Legal Services - AT&T NewsroomAT&T Newsroom · 10-08 21:00
Brisanet启用5.5G网络 1 家报道
- Brisanet ativa 5.5G e avança em soluções de quinta geração móvelTELETIME · 10-08 10:54
Globe推出Whoscall反诈骗服务 1 家报道
- Globe Telecom launches scam protection service with Whoscall - TelecompaperTelecompaper · 10-08 11:49
Vodafone Spain半年阻断30亿次恶意连接 1 家报道
- Vodafone Spain blocks 3 bln malicious connections in six months - TelecompaperTelecompaper · 10-08 16:27
马来西亚电信部署代理式AI 1 家报道
- Telekom Malaysia bets on agentic AI to meet surging infrastructure demand - Fierce NetworkFierce Network · 10-08 19:05
美国议员质询Verizon铜线退网计划 3 家报道
- U.S. Senator Tammy Baldwin is pressing Verizon regarding the telecommunications giant’s proposal to transition away from copper-based voice service - Civic MediaCivic Media · 10-12 07:28
- Verizon: We've Told Some Concerned Customers Their Landline Is Staying - PCMagPCMag · 10-10 06:30
- AT&T plans to retire its landline network. Here's what Tennessee customers need to know now. - News Channel 5 NashvilleNews Channel 5 Nashville · 10-10 05:18
Amdocs与VEON签署十年数字服务协议 2 家报道
- Amdocs nabs 10-year deal for aOS with VEON - Fierce NetworkFierce Network · 10-09 02:51
- VEON and Amdocs Enter 10-Year Strategic Agreement to Advance Digital Services powered by Amdocs' AI technology - Yahoo FinanceYahoo Finance · 10-07 14:00
Verizon网络高管Adam Koeppe离职 1 家报道
- More change for Verizon's tech team as network exec heads for exit - Light ReadingLight Reading · 10-08 22:23