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Tag Archives: Huawei

Sparklink – The Biggest Wireless Standard You Have Never Heard About

March 27, 2025by D2D Advisory 2 Comments

We imagine that most readers here are familiar with all the major wireless standards. So familiar that it is boring. We do not write much about wireless standards anymore, beyond […]

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Wireless

MWC 2024: Carrier Capex Doldrums

March 3, 2024by D2D Advisory Leave a comment

MWC 2024: Carrier capex looks likely to disappoint this year. Work should start on 6G next year, with deployments likely no earlier than 2028.

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MWC
black calculator near ballpoint pen on white printed paper

How Productive Are We?

November 7, 2023by D2D Advisory Leave a comment

We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.

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Analyst Decoder Ring, Apple, Google, Qualcomm

Global Comms Revenue Comparisons

October 31, 2023by D2D Advisory Leave a comment

A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.

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Analyst Decoder Ring, Google, Networking, The Cloud, The Edge

Huawei Watchers and the Land of Magical Thinking

September 5, 2023by D2D Advisory 6 Comments

Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Tin Foil Hat, Wireless

How many CPUs do we need?

April 28, 2023by D2D Advisory Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

Open RAN – Same as it Ever Was

March 9, 2023by D2D Advisory Leave a comment

Open Ran – This is not your beautiful house. This is not your beautiful car.

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MWC, Networking, Strategy

2nd and 3rd Order Consequences

September 8, 2022by D2D Advisory 2 Comments

The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?

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China, Components, Silicon, Strategy

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D2D Advisory 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

2021 State of the Mobile Baseband

August 4, 2021by D2D Advisory 9 Comments

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.

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Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless

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