The 5-Year Plan for Telecom Equipment
Late yesterday, the Journal reported on comments made by US Attorney General Barr to the affect that the US government should construct a telecom equipment vendor that could compete with […]
Tag Archives: Huawei
Many options – none good. Why Apple may not have 5G before 2021
In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]
The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
China’s Rising Giants in Enterprise Hardware
This is an excerpt from D2D Newsletter Issue #18 – For a copy of the complete report, please e-mail me or DM me on Twitter. Perhaps the biggest change to […]
Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]
More Wirless Infrastructure
In my post looking at all the good that Microsoft did for Nokia Networks, I touched on a subject that I want to explore further- the wireless infrastructure market. I […]
