Category: Wireless
Posted Date:
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It’s the Software…
Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means…
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Qualcomm lives to fight another day
Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.
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Huawei Watchers and the Land of Magical Thinking
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…
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Rumble on the Open RAN Boulevard
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person…
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Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
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Two Great Tastes That May Not Go Great Together
Analog and digital chip companies have operated largely independently for years, but those boundaries are shifting, which may be opening up some major opportunities.
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The (Al)lure of Ad Hoc Networks
Amazon’s Sidewalk network shows the appeal of massive ad hoc networks. It also shows how hard it is going to be to commercialize them.
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Can Qualcomm Ever Grow Again?
Qualcomm does not have an easy path to replacing Apple revenue. Maybe Apple will fail at producing a modem. Or maybe Qualcomm could come up with a compelling RF/modem combo that Apple…
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Why M&A is not a good path for Qualcomm
Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot…
