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Category Archives: MWC

MWC 2022 – Qualcomm Re-enters Infrastructure

March 4, 2022by D2D Advisory 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

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D2D Advisory Leave a comment

MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.

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Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

Vicarious MWC – The Power of a Single Hyphen

March 2, 2022by D2D Advisory Leave a comment

Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between Modem and RF.

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Analyst Decoder Ring, Components, MWC, Qualcomm, RF, Wireless

MWC 2022 – Living Vicariously

March 1, 2022by D2D Advisory Leave a comment

Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.

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Analyst Decoder Ring, Enterprise Electronics, MWC, Qualcomm, Silicon

MWC 2021 Wrap-Up

July 2, 2021by D2D Advisory 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

MWC 2021: No News is Just No News

June 30, 2021by D2D Advisory Leave a comment

MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.

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MWC, Wireless

Our Heart is in Catalonia

June 29, 2021by D2D Advisory Leave a comment

Our Heart is in Catalonia – Qualcomm has some interesting new products out there – promoting software and networking in ways that are new for the company.

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MWC, Networking, Qualcomm, Silicon

The State of RF Semis in 2020

June 10, 2020by D2D Advisory 10 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 D2D Advisory 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 D2D Advisory 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

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