Author: Olivier Blanchard

Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026
Olivier Blanchard

Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026

The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
Olivier Blanchard

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
IAA Mobility 2023: Qualcomm and JLR Transform In-Vehicle XP with 5G
Ron Westfall and Olivier Blanchard

IAA Mobility 2023: Qualcomm and JLR Transform In-Vehicle XP with 5G

Qualcomm and JLR Collaborate To Bring 5G, Wi-Fi, and C-V2X Capabilities to JLR Vehicles With Snapdragon Auto 5G Modem-RF Ready To Hit the Road in 2025
The Futurum Group’s Ron Westfall and Olivier Blanchard examine why Qualcomm’s Snapdragon Digital Chassis will become critical to driving JLR SDV innovation and enable the intelligence to deliver the fully connected, modern luxury vehicle experience.
Intel Foundry Services Links with Tower Semiconductor for Mutual Growth
Daniel Newman and Olivier Blanchard

Intel Foundry Services Links with Tower Semiconductor for Mutual Growth

The Futurum Group’s Daniel Newman and Olivier Blanchard break down the news surrounding Intel Foundry Services’ partnership with Tower Semiconductor, offering insight into how this move could impact semiconductor production.
5G Factor VRN: Qualcomm Raises On-Device AI Processing Awareness
Ron Westfall and Olivier Blanchard

5G Factor VRN: Qualcomm Raises On-Device AI Processing Awareness

Qualcomm’s Portfolio Delivers The On-Device AI Processing Essential To Locking In Privacy, Performance, Personalization, Cost And Energy Benefits
Futurum Group’s Ron Westfall and Olivier Blanchard explore the ecosystem-wide benefits of running generative AI on devices and how Qualcomm’s portfolio locks in key benefits such as privacy, performance, personalization, and cost/energy savings.
5G Factor VRN: Ethernovia’s New Ethernet Approach to EV/SDV Evolution
Ron Westfall and Olivier Blanchard

5G Factor VRN: Ethernovia’s New Ethernet Approach to EV/SDV Evolution

Ethernovia Is Focused On Developing A New Ethernet Approach To Evolving Vehicle Networks Including A-Round Financing From Qualcomm And Porsche
Futurum Group’s Ron Westfall and Olivier Blanchard assess why Ethernovia’s zonal architectures are critical to advancing and scaling fast-evolving SDV/EV applications such as ADAS, AD, and 5G-enabled OTA.
5G Factor: Can 5G and Cloud Gaming Join Hands?
Ron Westfall and Olivier Blanchard

5G Factor: Can 5G and Cloud Gaming Join Hands?

An Appraisal Of The Topmost Recent Mobile Gaming Developments By Qualcomm, Ericsson, And Vodafone That Can Invigorate 5G Use Cases And Monetization
The Futurum Group’s Ron Westfall and Olivier Blanchard explore how recent developments by Qualcomm, Ericsson, and Vodafone help position the 5G ecosystem to play a more integral role in advancing 5G gaming use cases and monetization.
Dell Q2 2024 Earnings- Growth Points to End of Post-COVID Slump
Daniel Newman and Olivier Blanchard

Dell Q2 2024 Earnings: Growth Points to End of Post-COVID Slump

Positive Sequential Growth Signals Rebound for PCs and Improving Demand for AI-Driven Infrastructure
Daniel Newman and Olivier Blanchard, analysts at The Futurum Group, share their insights on Dell’s Q2 2024 earnings, which suggest an improving demand environment for PCs and AI-driven infrastructure.
HP Q3 2023 Earnings Show Accelerating Signs of Improvement
Olivier Blanchard

HP Q3 2023 Earnings Show Accelerating Signs of Improvement

HP Earnings Point to Coming Rebound in PC Market Despite Market Headwinds
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on HP Q3 2023 earnings, which suggest a rebound for PCs in 2024 despite persistent market headwinds.
5G Factor: Qualcomm, Ethernovia, Cadillac Prep AI-Infused SDV Highway Star Era
Ron Westfall and Olivier Blanchard

5G Factor: Qualcomm, Ethernovia, Cadillac Prep AI-Infused SDV Highway Star Era

A Review Of Key AI/Automotive Innovations by Qualcomm and Ethernovia Including The Selection Of The Snapdragon Platform For The 2025 Cadillac Escalade IQ
The Futurum Group’s Ron Westfall and Olivier Blanchard look into the key developments across on-device AI, automobile zonal architectures, and SDV/EV innovations that recently impacted the 5G ecosystem.
MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2
Olivier Blanchard

MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2

With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors
Daniel Newman and Olivier Blanchard

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors

Lenovo Q1FY24 earnings point to rebound in devices, and confirms SSG and AI as primary growth vectors
Daniel Newman and Olivier Blanchard of The Futurum Group share their insights on Lenovo’s Q1FY24 earnings, which highlight the strength of the group’s AI and services businesses and a possible return to normal for PCs and handsets in 2024
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