Semiconductor

MWC: Not All 4G LTE Modems Are Created Equal According To Tests With Qualcomm And Samsung

Power consumption continues to be one of the most critical points of improvement in mobile devices today. Part of those improvements have come from display technology, applications processors and even modems. One focal point of this power consumption discussion has become the 4G LTE modem as applications processors continually have gotten more and more powerful and less …

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MWC: Qualcomm Jumps the MWC Gun, Launches New Midrange and Mainstream SoCs

Qualcomm has done something few in the mobile industry may have expected this week, they just announced four new SoCs two weeks before Mobile World Congress in Barcelona. Qualcomm’s new SoCs, though positioned for mainstream smartphones, are expected to compete with today’s high-end mobile processors from other SoC manufacturers. The company is announcing mid-range and mainstream SoCs using licensed ARM-based …

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Qualcomm Settlement With China’s NDRC Removes Major Speedbump

Qualcomm’s settlement yesterday with the Chinese NDRC (National Development and Reform Commission) over the company’s violation of China’s 2007 AML (Anti-monopoly Law) is a much needed closing of a chapter in the company’s history in China. The announcement finally clears a grey cloud that has sat over Qualcomm’s earnings announcements ever since the investigation had been …

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Nvidia Goes For An Automotive Win With Tegra X1

Over the last few CES trade shows, Nvidia’s CES keynotes have been primarily about tablets and phones with a taste of automotive. Last night, Nvidia took a slightly different approach and announced their newest Tegra mobile chip, the Tegra X1, with a focus on automotive. There’s no doubt the end game for Nvidia in automotive …

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Qualcomm’s New MU-MIMO For Enterprise Wi-Fi

There is an ever-increasing need for networks to keep up with exponential demand. Not only is there a multiplication of IT-issued devices within the enterprise, but each employee now carries multiple personal wireless devices. Ever since the advent of BYOD and the assignment of multiple phones, tablets and laptops to employees—as well as IOT devices—there are …

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HearNotes Wireless Earbuds Promise Premium Sound Without The Cables

In my career as an analyst, I run across a lot of new technologies and have a lot of people trying to get my attention on their “next big thing”. One of the biggest mistakes entrepreneurs make is that they forget that they need to be solving known or unknown problems with their new inventions, …

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Troubled IBM? — 3Q14 Earnings Disappoint

As IBM continues to divest itself from its pesky, low margin hardware businesses, the company has seen revenues continually shrink, and this quarter profits and outlook did not meet Wall Street expectations. And the stock got hammered, now down $20 a share. IBM reported revenues of $22.4 billion, which generated $3.5 billion in profit, down 17% where IBM had …

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Intel’s SkyLake Promises Cable-Less PCs In 2015

I attended Intel’s Developer Forum (IDF) held this week in San Francisco. IDF, like other’s developer events, is intended to educate and excite hardware, software and service partners. At IDF, Intel also announced a bevy of products, technologies, and initiatives. I believe one of the most interesting announcements made were details on SkyLake, which has …

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RESEARCH PAPER: Wireless Technologies for Home Automation

Simply put, there are too many choices for today’s low-end mainstream1 and DIY2 consumer when it comes to connecting the new breed of Home Automation (HA) equipment. With the plethora of thermostats, lights, locks and consumer friendly HA devices hitting the market from Nest, Philips, Belkin, Honeywell, Insteon, Schlage and others, it has become increasingly difficult …

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Qualcomm Gets The Jump On WiGig 60 GHz Wireless With Wilocity Acquisition

Qualcomm announced today that they acquired Wilocity, one of the pioneers in 60 GHz WiGig technology. They also announced they would integrate this technology with their current WiFi offerings for use in devices like PCs and wireless routers and also integrate it into their Snapdragon 810 platform for use in phones, tablets, even TVs and displays. …

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National Instruments Stepping Ahead Of Agilent Technologies With New 5G LabVIEW Wireless Design Tools?

National Instruments Corp. (NASDAQ:NATI) has been primarily known by engineers and scientists as one of the premiere test and measurement equipment companies. In my nearly 25 years experience in high tech, I’ve spent a lot of time in many labs, and have seen National instruments gear in nearly every one of them. While National Instruments …

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RESEARCH PAPER: The Rx for 5G RF

The Internet of Things explosion has led to a severe wireless spectrum shortage, driving researchers to seek new ways to alleviate the bandwidth crunch. Wireless researchers now plan for a 5th generation wireless standard (5G), which is expected to provide a 1000x increase in network capacity and arrive at the end of the decade. To enable 5G, …

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Why Hewlett-Packard’s Voice Tablet Entry Is An Imperative

Last month, Hewlett-Packard announced they were launching two “phablets” or voice-enabled tablets in India under the HP VoiceTab brand. This came a year and a half after Hewlett-Packard CEO Meg Whitman hinted at it in an interview with Fox Business Network. As you would expect after the “voice tablet” launch, the pundits swarmed, given it had been …

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Verizon Buys Intel Media And OnCue Creating A Large Opportunity

Today Verizon and Intel announced that Verizon will purchase the assets of Intel Media, the group that created what was disclosed today as the “OnCue” set top box and services. While I am disappointed that Intel didn’t take this fully to market, I do believe this could be a huge opportunity for Verizon if they play their …

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LTE Wireless: Just Because You Have It Doesn’t Mean It’s The Best

Buying connected devices like phones and tablets can be a daunting task. Weighing variables like device brand with specific models, colors and features, carrier brand and service level, is a challenge even for the technology capable. I’d like to say it’s getting easier, but it isn’t, as even different flavors of wireless 4G LTE and 3G modem …

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Gigabit-Speed AC Wireless Routers Could Be One Of Your Smartest Home Tech Investments

If you’re like me, you are scrambling last minute to get your friends and family the latest tech gifts. You might be thinking about a new tablet, an iPad, game console, 2 in 1, or maybe even a smart watch. One gift that could be even more useful than all of those could be a …

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INVESTOR CORNER: Intel- Top 5 Custom Foundry Candidates

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, December 7, 2013.  See important disclosures and disclaimers below. Intel’s November 21 Investor day reinforced my expectations that: Material penetration into the tablet market is the near-term litmus test …

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Qualcomm: Don’t Confuse Heterogeneous Computing (HC) With Heterogeneous Multiprocessing (HMP)

One of the hottest technology topics, whether it’s smartphones, tablets, PCs, workstations or cloud datacenters, is heterogeneous computing, or specialized computing for specialized workloads, software, and specific usage models. Even last week, we saw announcements from AMD and the HSAF, NVIDIA and CUDA 6, and continued industry education from Qualcomm on their Hexagon DSP engine.  With industry advancement sometimes comes …

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INVESTOR CORNER: ARM TechCon- Key Takeaways

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, October 16, 2013.  See important disclosures and disclaimers below. ARM new product announcements Mali 720 new generation graphics – well complements the Cortex A12 announced earlier this year; together, …

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