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Tag Archives: 5G

MWC 2022 – Qualcomm Re-enters Infrastructure

March 4, 2022by D/D Advisors 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

MWC 2021 Wrap-Up

July 2, 2021by D/D Advisors 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

Gamma Ray Exposure Preferred; Not Required

February 24, 2021by D/D Advisors Leave a comment

Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.

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Apple, Qualcomm, Silicon, Wireless

Who is Going to Build Small Cells?

January 29, 2021by D/D Advisors 3 Comments

Who is Going to Build Small Cells? – There is a rising crop of start-ups looking to provide small cells for private networks and mmWave systems – they may actually have a chance of succeeding and cracking open the telecom equipment space.

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Components, Enterprise Electronics, Networking, Qualcomm, Wireless

You’re Going to Need a Bigger Footprint

January 28, 2021by D/D Advisors 2 Comments

You’re Going to Need a Bigger Footprint – The FCC says the US needs 2 million mmWave small cells, Verizon is adding 14,000 this year…

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Wireless

5G is Here!* Right?

October 23, 2020by D/D Advisors 1 Comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

Are you dense?

July 7, 2020by D/D Advisors 5 Comments

Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.

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Strategy, Wireless

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

Mobile News w/o MWC

February 18, 2020by D/D Advisors 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

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 8 Comments

In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

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