There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.
Open Ran – This is not your beautiful house. This is not your beautiful car.
What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.
Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
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.
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 […]
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 […]
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.