一周三大变局：苹果HomeView入场、AT&T退出墨西哥、诺基亚甩卖ECE

Mobile World Live ( MWL ) brings you our top three picks of the week as Apple ramped up its smart home ambitions, AT&T agreed a $2 billion sale of its Mexican business and Nokia offloaded its Enterprise Campus Edge unit. Apple revamps smart home strategy with HomeView What happened: Apple unveiled a new smart home hub and a range of connected devices as it stepped up efforts to challenge Amazon and Google in the market. Why it matters: The centrepiece of its launch was the HomeView Hub, a smart display featuring the company’s upgraded Siri AI. Apple also partnered with LG Electronics and Schneider Electric to introduce the Apple Home Collection, covering indoor and outdoor cameras, a video doorbell, thermostats and door locks. Ben Wood, chief analyst at CCS Insight, said that despite its “cautious approach”, Apple had been waiting for the upgraded Siri to launch its home range, “given how important the voice interactions are with this product”. He also pointed to the partnerships as a way to reduce installation issues, saying they address “one of the category’s biggest barriers: the complexity of getting things working”. Meanwhile, analysts at ABI Research said the launches represent “a more serious push into the smart home” by Apple but noted it “still trails Amazon and Google on smart home maturity”, arguing tighter integration with other devices and a personalised user experience will be central to its prospects. They also stated, “Apple’s long-term position will depend on how open it becomes to third-party devices, services, and possibly external AI agents.” Apple revamps smart home strategy with HomeView AT&T strikes $2B sale to exit Mexico What happened: AT&T agreed to sell its Mexican business to Grupo Televisa and Fintech Holdings for $2 billion, ending its decade-long attempt to challenge America Movil’s dominance in the country. Why it matters: Grupo Televisa and Fintech Holdings will each take an equal stake in the operation. AT&T Mexico had 24.7 million wireless subscribers as of 31 December 2025, equivalent to around 16% of the market. Meanwhile, incumbent America Movil’s Telcel held approximately 58%. LightShed Partners analysts Walter Piecyk and Joe Galone described the move as part of a wider strategic shift under CEO John Stankey, noting AT&T is increasingly focused on “US wireless and highly durable fibre business”. They said the $2 billion sale proceeds represent less than five weeks of AT&T’s annual capital investment, arguing the Mexican operation has limited relevance to its future priorities. They also pointed to America Movil’s resilience, noting that “Telcel still controls nearly 60% of the market, while AT&T and Telefonica are heading for the exits”. The analysts further highlighted a potential competitive threat from SpaceX, whose combination of terrestrial spectrum and satellite capacity could challenge traditional wireless economics. AT&T strikes $2B sale to exit Mexico Nokia offloads Enterprise Campus Edge unit What happened: Nokia agreed to sell its Enterprise Campus Edge (ECE) business to investment firm Aurelius Group, as it continues to offload assets and streamline its core strategic focus. Why it matters: ECE serves almost 900 customers across manufacturing, mining, logistics, airports, ports and power generation. Its portfolio spans private wireless networks, industrial devices, on-premises operational technology, edge computing and software for industrial AI applications. Nokia said the sale would allow it to focus capital and resources on areas offering greater long-term value. ECE will operate as a standalone company under Aurelius, with employees expected to transfer when the deal closes. Earlier this month, Nokia sold its fixed wireless access customer premises equipment business to US broadband vendor Inseego. Future Wireless principal analyst Pablo Tomasi called ECE sale “the end of a bold chapter” in Nokia’s history, arguing the vendor had abandoned its push to become an industrial vendor. Kyung Mun, principal analyst at Mobile Experts noted ECE was “a smaller part of its overall private networks business”, which also includes railway and defence. He noted Nokia held more than 50% of core and RAN equipment sales in 2025 including both industrial and enterprise segments, adding: “The ECE business grew in the low double digits. Let’s see how it does under the new owner.” Nokia offloads Enterprise Campus Edge unit The post The Friday File: Apple HomeView; AT&T Mexico; Nokia ECE appeared first on Mobile World Live .