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Category Archives: MWC

The State of RF Semis in 2020

June 10, 2020by D/D Advisors 8 Comments

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.

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Analyst Decoder Ring, China, Components, M&A, MWC, Qualcomm, Silicon

Mobile News w/o MWC

February 18, 2020by D/D Advisors Leave a comment

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 […]

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Enterprise Electronics, MWC, Networking

MWC Preview

February 11, 2020by D/D Advisors Leave a comment

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 […]

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Analyst Decoder Ring, Android, Apple, blockchain, Components, MWC

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 7 Comments

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, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

MWC 2019 – The State of 5G

March 4, 2019by D/D Advisors 14 Comments

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 […]

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Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

The State of the 5G Baseband

January 23, 2019by D/D Advisors 3 Comments

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.

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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

MWC 2017: NFV – A Capex Wave Forming?

March 5, 2017by D/D Advisors 2 Comments

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) […]

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MWC, Networking

MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm

March 9, 2015by D/D Advisors 2 Comments

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 […]

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Components, MWC, Silicon

MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies

March 9, 2015by D/D Advisors 1 Comment

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 […]

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MWC, Networking

MWC: Semiconductor Consolidation Cont’d

March 9, 2015by D/D Advisors Leave a comment

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 […]

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Components, M&A, MWC, Silicon

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