The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]
Mobile World Congress is coming up, February 24 to 27 in Barcelona. It is the world’s largest Telecom and Connectivity event and a great gathering of industry leaders. We have […]
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]
This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the […]
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
This post is excerpted from my newsletter, subscribe to follow this site and you will be automatically added to the newsletter e-mail list. This year’s Mobile World Congress (MWC) […]
One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]
In my preview post from last week, I wrote that the future of the networking industry is going to involve a lot of software, and that is going to alter […]
One of the biggest pieces of news last week was the sale of Freescale to NXP. Both companies have products targeting mobile, but neither can be considered overly reliant on […]