Samsung

Top 5G Americas Wireless Operator Event Themes included Satellite and 6G

We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market… Read More »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

The Party-Crashers of MWC21

This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present.  The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia.  These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21

Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave

Qualcomm made many wireless-related announcements today from its San Diego, CA headquarters, in place of making a presentation at #MWC20 in Barcelona.  Top announcements included its FSM100xx 5G small cell chips customer announcements, RF-chip availability, Wi-Fi 6E demonstrations, and 5G smartphone customer announcements. ​ FSM100xx 5G RAN endorsements.  Qualcomm announced… Read More »Qualcomm MWC20 announcements include Updates on 5G, Wi-Fi 6E and mmWave

CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

​We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts.  We were impressed with the widespread interest in the new shared spectrum… Read More »CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment