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Category Archives: MWC

MWC 2024: Lots of Cars

March 3, 2024by D2D Advisory Leave a comment

MWC 2024: For fun, we took a look at all the cars on display at the show. There were a lot of all them, not always for obvious reasons.

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MWC

MWC 2024: Carrier Capex Doldrums

March 3, 2024by D2D Advisory Leave a comment

MWC 2024: Carrier capex looks likely to disappoint this year. Work should start on 6G next year, with deployments likely no earlier than 2028.

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MWC

MWC 2024: Catatonia in Catalonia

March 3, 2024by D2D Advisory Leave a comment

MWC 2024: Qualcomm, is everything ok? The company’s had a lackluster showing at what should be its premier event of the year.

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MWC, Qualcomm

A Battle in Wireless Networking Semis

March 10, 2023by D2D Advisory Leave a comment

There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.

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MWC, Networking, Wireless

Open RAN – Same as it Ever Was

March 9, 2023by D2D Advisory Leave a comment

Open Ran – This is not your beautiful house. This is not your beautiful car.

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MWC, Networking, Strategy

Nokia and Ericsson: Adrift

March 8, 2023by D2D Advisory Leave a comment

What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.

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Enterprise Electronics, MWC, Strategy

The Disarticulation of the Telcos – Revisited

March 7, 2023by D2D Advisory 2 Comments

The Cloud Vendors continue to push hard to win business running the Telco’s core networks. Azure now claims they can reduce carrier opex by 40%. If true, this will push a lot of operators into the warm embrace of the Cloud.

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MWC

MWC 2023 – First Impressions

March 3, 2023by D2D Advisory Leave a comment

We just got back from Barcelona. MWC is back, bustling without being overcrowded and very productive. There was no single bit new thing, but lots of progress on lots of fronts.

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MWC, Wireless

Mobile World Congress 2023 Preview

February 22, 2023by D2D Advisory Leave a comment

We are going to Barcelona for MWC. This is what we plan to learn about:
* Open RAN
* Cellular modem penetration beyond phones
* Cellular connectivity in cars and auto makers’ changing relationships with chip vendors
* The state of the wireless standards

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Electric Vehicles, IoT, MWC, Networking, Qualcomm

Intel Mobile Deja Vu

December 16, 2022by D2D Advisory Leave a comment

The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.

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Analyst Decoder Ring, Components, MWC, Networking, Qualcomm, Roll Your Own, Silicon, Wireless

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