There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.
There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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.
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.
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.
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.
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
Qualcomm is become a processor company, providing heterogenous compute for a growing number of end markets. But the fact that the Nuvia team seems to be focussed on PCs, raises the question as to what exactly Qualcomm plans tp close the gap in mobile.
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.