Author: Olivier Blanchard

October 23, 2023

Ron Westfall & Olivier Blanchard

Analyst Insight

5G Americas Industry Analyst Forum

The Futurum Group’s Ron Westfall and Oliver Blanchard review the 5G Americas Industry Analyst Forum including the enterprise use cases gaining early traction, NTN progress, and the impact of 5G networks across society.

Communications Networks, Service Provider Networks

October 20, 2023

Ron Westfall & Olivier Blanchard

The 5G Factor

5G Factor: New Device Capabilities Pushing 5G Boundaries

An Assessment of Key 5G Ecosystem Developments Including the Google Pixel 8 Launch, Intel Enters the AI PC Race, and the 5G Americas Forum and NTN Updates

The Futurum Group’s Ron Westfall and Olivier Blanchard examine major 5G ecosystem developments including the debut of new Google Pixel products, Intel’s entry into the AI PC space with Core Ultra processor, and 5G Americas Industry Analyst Forum takeaways.

AI, Cloud, Communications Networks

October 20, 2023

Olivier Blanchard

Analyst Insight

HP Imagine: A Glimpse Into How Hybrid Work Is Reshaping PC Markets

HP Leans Hard Into Hybrid Work Market With the Latest Wave of Innovative Crossover Designs

Olivier Blanchard, research director at The Futurum Group, shares his thoughts on the inaugural HP Imagine showcase, and digs into why hybrid work’s impact on product design and UX innovation presents a significant market opportunity for HP.

Collaboration Devices and Services, Computing, Customer Experience, Devices, Digital Home, PCs and Devices

October 13, 2023

Olivier Blanchard

Research Note

Google Pixel Watch 2 Showcases Wear OS 4’s Complete Feature Set

Google’s Pixel Watch 2 Sits at the Intersection of Wear OS 4 and Fitbit, and That Is a Very Good Thing

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Pixel Watch 2’s complete Wear OS 4 feature set and slick Fitbit integration could be a recipe for success.

AI, Devices, PCs and Devices, Semiconductors and Components

October 13, 2023

Olivier Blanchard

Research Note

Google Tensor G3 SOC Elevates Pixel 8 and Pixel 8 Pro Performance

With Pixel 8 and Pixel 8 Pro, Google’s Vision for the Future of Android Phones Comes Into Clearer Focus

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Google’s AI-forward Tensor G3 SOC is a game changer for its Pixel 8 and Pixel 8 Pro phones.

AI, Devices, Mobile Devices, PCs and Devices, Semiconductors and Components

October 6, 2023

Olivier Blanchard

Research Note

Meta and Ray-Ban Smart Glasses Signal an Inflection Point for AR

How Meta and Ray-Ban’s Qualcomm-Powered AI-Forward Smart Glasses Are Changing the Trajectory of Augmented Reality in the Age of AI

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why the new Meta and Ray-Ban Qualcomm-powered AI-forward smart glasses are redefining not only smart glasses but also the future of AR in the age of AI.

5G, AI, AR/VR, Computing, Devices, IoT, Semiconductors and Components

October 3, 2023

Olivier Blanchard

Research Note

Intel Enters the AI PC Race With Its NPU-Powered Core Ultra Processor

With the Introduction of Its New NPU-Powered Core Ultra Processor, Intel Launches the Era of the AI PC

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Intel’s new Core Ultra processor is an inflection point for both Intel and the PC segment as a whole.

AI, Computing, Devices, PCs and Devices, Semiconductors and Components

September 29, 2023

Olivier Blanchard

Research Note

Amazon’s New Fire TV Features and the UX Future of Generative AI

Amazon’s Newest Fire TV Features Open the Door to Generative AI’s UX Capabilities for Alexa-Enabled Products

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Amazon’s newest Fire TV features, and particularly how its Alexa-enabled ecosystem may be the perfect UX on-ramp for generative AI.

AI, Devices, Digital Home, IoT, IoT Security

September 29, 2023

Olivier Blanchard

Research Note

AI-Enabled Features in Amazon Echo Products Point to the Future of UX

Understanding the Future of UX Through the Newest AI-Enabled Features in Amazon’s Echo Product Line

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on what the newest AI-enabled features in Amazon’s Echo products suggest about the future of Alexa-powered UX.

AI, Devices, IoT, IoT Security, PCs and Devices, Personalization, Sustainability, Markets, and Policy

September 18, 2023

Olivier Blanchard

Research Note

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.

5G, Collaboration, Collaboration Devices and Services, Devices, Semiconductors and Components

September 15, 2023

Olivier Blanchard

Research Note

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.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

September 14, 2023

Ron Westfall & Olivier Blanchard

Research Note

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.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations

Author: Olivier Blanchard

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