Wireless

Six Five Live Ep 41- A Thousand Eyes On Earnings (Citing Dell, Pure Storage, Salesforce, Qualcomm, HP Inc.)

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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Initial CES 2019 Observations: Patrick Moorhead

I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. …

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5G Won’t Happen Without National Instruments Test And Measurement Equipment

As anyone even tangentially related to the mobile space knows, Mobile World Congress took place last week in Barcelona, Spain. My firm, Moor Insights & Strategy, had two analysts attend, Anshel Sag (mobile devices and tech) and Will Townsend (carrier equipment and datacenter networking). The premier mobile tech conference, MWC, offers a chance for carriers …

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Does Anyone Other Than A Few On Wall Street Want The Qualcomm – Broadcom Deal To Go Through?

Source: Qualcomm On Tuesday, Qualcomm investors will decide the fate of the Broadcom-Qualcomm deal.  After very careful analysis and consideration, I do not like this deal, as I believe it would result in the destruction of both Qualcomm and Broadcom, would slow down 5G deployment and future “Gs”, and would limit competition in many markets. As …

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Qualcomm Raises Wireless Stakes With Full 5G Modules And More RF Offerings

Just when we all thought Qualcomm had made all of its Mobile World Congress 2018 announcements last week, the company pulled a few more rabbits out of its hat today, this time, related to full 5G turnkey digital, analog, and processor modules and even more RF expansion. While the digital 4G LTE and 5G modems …

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Samsung’s 5G Efforts Place Company Among Top 5G Leaders

Samsung Electronics  has been in the telecommunications business for decades; 2017 marks the company’s 40th year in the industry. Samsung has been involved in the development and adoption of virtually every cellular technology from GSM and CDMA to WiMax and LTE. It comes as no surprise that Samsung is also heavily invested and engaged in …

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Getting A Taste Of 5G Experiences With Gigabit LTE

(Source: Anshel Sag, Moor Insights & Strategy) I have been traveling around the world quite a bit lately, because a lot of changes are happening in the wireless industry. Carriers around the world are upgrading their 4G LTE networks to 4G LTE Advanced Pro, which is capable of delivering Gigabit-class LTE speeds. Yes, 5G is …

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RESEARCH BRIEF: A Glimpse Into the 5G Future: 48 Hours With Gigabit LTE

As 4G LTE (Long Term Evolution) continues to mature, the industry is looking toward new technologies like Gigabit LTE to help consumers transition to 5G. Gigabit LTE is a marketing name for 3GPP’s (3rd Generation Partnership Project) LTE Advanced Pro technology, included in 3GPPP Release 13. This technology is part of the 4G LTE family …

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AMD Acquires IP And Acquihires Nitero Team, Maker Of 60 Ghz Wireless Chips For VR/AR

There have been many acquisitions in the VR and AR space in both the hardware and software in the least 24 months, but none of them could have been less expected than the one Advanced Micro Devices did today with Nitero.  Today AMD announced the company acquired the IP and acquihired all the employees of …

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Samsung Galaxy 8 Event: Analyst Quick Take

Today I attended the Samsung launch of the Galaxy 8 and 8+ smartphones in New York City and wanted to provide my quick take. Overall, the value proposition is very strong for both of the phones, and it appears Samsung has a winner on its hands. Any price surprises could change that assessment, of course. …

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Qualcomm’s New Snapdragon 835 Dazzles In GPU Performance

Qualcomm has been known as one of the leading wireless chip suppliers and has also been considered one of the best SoC makers. Qualcomm has shifted from calling the Snapdragon 835 an SoC or chip and transitioned towards calling it a platform. This is fair considering how many different processors reside on a Snapdragon SoC, …

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Qualcomm Pulls An Ace From Their Sleeve: New 5G NR X50 Modems Can Now Do 2G To 5G #MWC17

Last week, both Qualcomm and Intel made significant announcements regarding their support for 5G NR (New Radio), 5G partnerships and new capabilities. Those pre-MWC announcements were a primer for some of the things that we would be seeing at MWC 2017, however it looks like Qualcomm was holding back and saving the best for last. …

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Qualcomm Broadens IoT Portfolio And 5G NR Capabilities Ahead Of MWC 2017

Mobile World Congress is the most important show in the wireless industry every year. This year is no different, with vendors like Qualcomm doing their best to show what this new hyper-connected wireless world will look like. At MWC 2017, the company will make many announcements in the areas of IoT and 5G as well …

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Intel Grabs MWC By The Horns With Unique 5G And 4G Gigabit Modems Supporting CDMA

With Mobile World Congress just around the corner, it’s now time for every vendor related to wireless services and products to bring its best, including companies like Intel. I am told by sources the company will really “bring it” to Barcelona with announcements of a gigabit-class 4G LTE modem with CDMA support, following the recently …

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A Glimpse Into The Future Of 4G LTE: Gigabit LTE

  (Source: Anshel Sag) In Sydney, Australia last week, Qualcomm, Telstra , Netgear and Ericsson together demonstrated Telstra’s new Gigabit LTE network, which required all four companies’ respective expertise in 4G LTE to be possible. Australia’s Telstra is one of the fastest networks in the world and has been a launchpad for wireless technologies. Currently, …

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Chipmakers Get Serious About Autonomous Driving At CES 2017

Every year at CES, there is a slew of announcements from automakers about their latest connected car or their next futuristic concept. However, one thing missing was the chipmakers that make these things possible. Last year gave us a glimpse of what these companies were doing, but this year Intel, NVIDIA and Qualcomm all announced …

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Intel At CES 2017: ‘It’s On’ In Automotive And 5G And We Still Love PCs

Intel has been on a multi-year journey to diversify themselves from a PC and server play to an IoT leader spanning the endpoint to the datacenter and everything in-between. So far, the company has seen its biggest differential success in the data center maintaining their giant compute share and growing in networking and storage and …

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How The Snapdragon X50, World’s First 5G Modem, Puts Qualcomm Ahead Of The Curve

Regardless of what part of technology you come from, the entire tech industry has been talking about 5G. 5G will reshape the way we will use mobile devices, deliver self-driving cars and smart cities, and even the way get content delivered to our homes. Some companies talk about it to be part of the conversation, …

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Qualcomm Brings Us One Step Closer To Gigabit LTE Speed Products

Qualcomm’s X16 1Gbps LTE modem was announced in February, 2016 (Image credit: Qualcomm) Qualcomm announced today at their 4G/5G Summit in Hong Kong specific products their 1 Gigabit Snapdragon X16 LTE modem will ship inside of. In February, the company announced, and we wrote here, that they had achieved speeds of up to 1 Gbps …

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5G Is Coming, But 4G Isn’t Going Away Any Time Soon

(Source: 3GPP) Last week I attended the 5G Americas Summit in Dallas, Texas with dozens of other analysts. There were numerous sessions about the evolution of 5G and how it will evolve into a ubiquitous wireless technology. However, one of the narratives that seemed to keep popping up in my conversations and discussions was that …

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