Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena soon.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
A Rose Phone by any other name – Huawei spin-out Honor offers some clues on the future of the handset industry.
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
How Huawei Will Survive? – Huawei probably has a path to save its network infrastructure business, if not its handsets.
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.