Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18,… Read More »Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link
Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business. Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing. We have published about these topics… Read More »Nokia Analyst Meeting UPdate; A Focus on Enterprise
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
