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Search Results for: 5g

MWC 2022 – Qualcomm Re-enters Infrastructure

March 4, 2022by D/D Advisors Leave a comment

At MWC Qualcomm made many announcements about wireless infrastructure – not their typical market. We think they are building a software ecosystem around their chips, to promote adoption of mmWave, and preparing the way for future products.

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Analyst Decoder Ring, MWC, Qualcomm, Silicon

5G and the Bandit

July 20, 2020by D/D Advisors 1 Comment

5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants, or other new entrants, emerge as winners of some of that spectrum.

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Analyst Decoder Ring, Enterprise Electronics, IoT, Wireless

5G is Here!* Right?

October 23, 2020by D/D Advisors 1 Comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

Are you dense?

July 7, 2020by D/D Advisors 5 Comments

Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.

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Strategy, Wireless

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

You’re Going to Need a Bigger Footprint

January 28, 2021by D/D Advisors 2 Comments

You’re Going to Need a Bigger Footprint – The FCC says the US needs 2 million mmWave small cells, Verizon is adding 14,000 this year…

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Wireless

The Heat Death of 5G

September 26, 2019by D/D Advisors 28 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

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Components, Qualcomm, Silicon, Wireless

Gamma Ray Exposure Preferred; Not Required

February 24, 2021by D/D Advisors Leave a comment

Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.

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Apple, Qualcomm, Silicon, Wireless

Who is Going to Build Small Cells?

January 29, 2021by D/D Advisors 3 Comments

Who is Going to Build Small Cells? – There is a rising crop of start-ups looking to provide small cells for private networks and mmWave systems – they may actually have a chance of succeeding and cracking open the telecom equipment space.

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Components, Enterprise Electronics, Networking, Qualcomm, Wireless

MWC 2021 Wrap-Up

July 2, 2021by D/D Advisors Leave a comment

MWC 2021 Wrap-Up – Despite MWC’s minimalist approach this year, there was still a fair amount of news this year – largely in the software realm as the Cloud eats Telco and Open RAN starts to come into its own.

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MWC, Qualcomm, Wireless

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