A Quick Look at Qualcomm Investors’ Day
Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.
Category Archives: Wireless
Will Auto Companies Roll Their Own Chips?
Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.
We’re from the telco, and we’re here to design software
Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.
The Reverse Qualcomm Squeeze
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
China’s Patent March
China’s Patent March: In which the word “Encourage” does a lot of work – China is seeking to move its economy up the value chain, and this has meant a shifting series of conflicts over IP in many industries.
The Apple Satellite Phone?
The Apple Satellite Phone? Probably not, the laws of physics…maybe an emergency messaging system or maybe just a new operator relationship.
What are they thinking?
What are they thinking? – Google used its burgeoning chip design capabilities to create an apps processor phones. It is likely to have some incredible AI features, but it is unlikely to see much adoption or to change the industry.
2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
Fox in the Hen House Re-match
Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.
MWC 2021 Wrap-Up
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.