MWC 2019 – The State of 5G
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 […]
Category Archives: MWC
The State of the 5G Baseband
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.
MWC 2017: NFV – A Capex Wave Forming?
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) […]
MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm
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 […]
MWC: Telecom Equipment Companies – Nokia’s New Model & Emerging China Networking Companies
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 […]
MWC: Semiconductor Consolidation Cont’d
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 […]
RF Semis Update – The More Things Change….
Last week I posted on overview of the RF semis market. I wrote that I expected some big announcements in the space during MWC. I was sadly disappointed. Nothing much […]
