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Category Archives: Wireless

Is Apple Failing at Modems?

June 30, 2022by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon, Wireless

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

Thanks to China we now see how awesome Starlink can be

June 14, 2022by D/D Advisors Leave a comment

China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.

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China, Wireless

Who needs a Private Network?

May 17, 2022by D/D Advisors Leave a comment

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.

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Enterprise Electronics, Networking, Wireless

What Is It For?

March 28, 2022by D/D Advisors 1 Comment

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.

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Wireless

DISH jumps into AWS’s Cloud

March 22, 2022by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Net Neutrality, Networking, Wireless

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D/D Advisors 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 D/D Advisors 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

W(h)ither Arm?

February 2, 2022by D/D Advisors Leave a comment

It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.

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Analyst Decoder Ring, Components, M&A, Silicon, Strategy, Wireless

What Are They Building in There?

December 20, 2021by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

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