Arm vs Qualcomm – FUD edition
Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make that shift.
Category Archives: Wireless
Will Apple build its own RF chips?
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.
Is Apple Failing at Modems?
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.
Will someone else buy Arm?
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.
Thanks to China we now see how awesome Starlink can be
China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.
Who needs a Private Network?
Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.
What Is It For?
By building their core network on AWS DISH is making a bit that this path will provide economics and flexibility so great that it offsets the many risks of relying so heavily on someone else for what was once a core competency for operators.
DISH jumps into AWS’s Cloud
AWS has published a long post on how they are building the core network for DISH’s 5G network. It is dense but offers a clear roadmap for other telcos’ move to the Cloud. If they dare.
Vicarious MWC – The Fight Over Open RAN
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.
Vicarious MWC – The Power of a Single Hyphen
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.