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Author: Olivier Blanchard

Lenovo Q1FY24: Service-Led Solutions and AI Are Primary Growth Vectors
Olivier Blanchard
Daniel Newman & 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
Qualcomm’s Snapdragon Digital Chassis Will Power the 2025 Escalade IQ
Olivier Blanchard
Olivier Blanchard

Qualcomm’s Snapdragon Digital Chassis Will Power the 2025 Escalade IQ

Cadillac’s decision to build the 2025 Cadillac Escalade IQ around Qualcomm’s Snapdragon Digital Chassis points to a key platform advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the significance of Cadillac’s decision to build the 2025 Cadillac Escalade IQ around Qualcomm’s Snapdragon Digital Chassis, and what it means for the premium EV market.
Olivier Blanchard
Olivier Blanchard

Qualcomm and Google Cloud Collaborate on Neural Architecture Search (NAS) to Power Connected Intelligent Edge

Futurum Senior Analyst Olivier Blanchard highlights the just-announced Qualcomm-Google Cloud partnership aimed at accelerating neural network development for the connected intelligent edge. Blanchard explains how the partnership, which focuses on neural architecture search and brings Google Cloud’s Vertex AI NAS to Qualcomm’s powerful new Snapdragon 8 Gen 1 mobile platform, is expected to scale to high-growth mobile-adjacent segments like IoT, Automotive, and XR, essentially representing a significant forward leap in the development of the next fundamental technology layer: the connected intelligent edge. Qualcomm’s new Snapdragon 8 Gen 1 platform is the first SOC to do this.
Olivier Blanchard
Olivier Blanchard

Insights From Qualcomm’s Snapdragon Tech Summit – Part 1: How Snapdragon 8 Gen 1 Signals an AI Inflection Point for The Premium Mobile Tier

Futurum Senior Analyst Olivier Blanchard shares insights and observations from Qualcomm’s Snapdragon Tech Summit. In the first of several pieces that will focus on individual Snapdragon Tech Summit announcements, Blanchard outlines how Qualcomm’s new premium Snapdragon 8 Gen 1 mobile SOC plays into the company’s broader intelligent connected edge ambitions and highlights the paradigm shift that it represents with regard to new benchmarks of performance, particularly regarding AI.
Olivier Blanchard
Olivier Blanchard

Why MediaTek’s New Dimensity 9000 May Not Be a Legitimate Premium Mobile Chipset After All

Futurum senior analyst Olivier Blanchard examines MediaTek’s claim that its new Dimensity 9000 mobile SOC can compete against Qualcomm’s Snapdragon 888 in the premium tier. In addition to outlining some of the key industry hurdles facing MediaTek in its efforts to finally break into the premium tier, Blanchard outlines critical areas in which Dimensity 9000 appears to fall short of delivering premium mobile experiences for OEMs and their customers, namely modem/connectivity, camera/computer vision, AI, and mobile gaming.
Olivier Blanchard
Olivier Blanchard

Qualcomm R&D Test Beds: a Closer Look at C-V2X, Smart Factories, XR, and Improved System Efficiencies – Part Two

In Part Two of this three-part series, Futurum Senior Analyst Olivier Blanchard dives deeper into four of Qualcomm’s latest research milestones: C-V2X sidelink, Industry 4.0, extended reality (XR), and green networks. Blanchard’s analysis outlines how these over-the-air (OTA) test networks, prototypes, and system simulations help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s R&D Test Beds Showcase Exciting New Breakthroughs on the Path to 5G Advanced and Beyond in 5G mmWave, XR, C-V2X, and More – Part One

In Part One of this three-part series, Futurum senior analyst Olivier Blanchard highlights Qualcomm’s latest research milestones in six critical areas: 5G mmWave, wide-area 5G, C-V2X sidelink, Industry 4.0, extended reality (XR), and green networks. Blanchard’s overview explains how these over-the-air (OTA) test networks, prototypes, and system simulations, will help advance 5G research and product development across a breadth of industries. These breakthrough snapshots are especially timely in the wake of the expansive technology roadmap outlined by Qualcomm during its Investor Day 2021 presentations just a few days ago and help shed more light on where Qualcomm is with regard to critical R&D milestones.
Olivier Blanchard
Olivier Blanchard

Part Three of Series: More on RFFE and the Role it Plays in Qualcomm’s 5G Roadmap

In Part Three of his series on RFFE (RF Front End), Senior Analyst Olivier Blanchard dives into how chipmaker giant Qualcomm is leveraging its global leadership in wireless innovation and recent investments in RF to significantly grow its modem-to-antenna solutions footprint not only in mobile handsets, but also expand that slice of its business into high growth adjacent segments like Automotive, the IoT, and the IIoT. Tying the series to Qualcomm’s 2021 Investor Day provides critical insights into RFFE’s growing importance to Qualcomm’s technology portfolio and business momentum.
Olivier Blanchard
Olivier Blanchard

Stablecoin Regulation Is Coming — Here is Why That Matters

Futurum Senior Analyst Olivier Blanchard breaks down the Biden Administration’s request to Congress to provide a new regulatory framework for stablecoins. Along with a synopsis of what sets stablecoins apart from other types of cryptocurrencies, Blanchard sheds light on the administration’s working group report on stablecoins, which makes the case for why regulation is needed for this fast-growing segment of the digital asset space, and provides analysis on how this may or may not play into the broader effort to regulate Big Tech.
Olivier Blanchard
Olivier Blanchard

Apple Asks for Stay in App Store Changes Pending Appeal of Epic Games Ruling

Futurum senior analyst Olivier Blanchard takes a look at Apple’s latest filing in the Epic Games vs. Apple legal battle, in which Apple was ordered to allow developers to point consumers to alternate forms of payment outside of its App store. In this overview, Blanchard explains why the next phases of the appeal process could be critical to the future of ecommerce platforms, including Google Play and Amazon, as well as the U.S. retail ecosystem as a whole.
Olivier Blanchard
Olivier Blanchard

Ruling in Cloudflare Copyright Infringement Case Clarifies Liability Framework for Web Service Providers, Upholds DMCA Provisions

Futurum Senior Analyst Olivier Blanchard explains why Cloudflare’s legal victory in federal court last week is important to copyright infringement case law in the United States. He also explores why upholding the 1998 DMCA’s framework of liability and indemnity for companies that deliver internet services is more important than ever, as global regulatory forces begin to shift around existing IP and antitrust law.
Olivier Blanchard
Olivier Blanchard

Qualcomm’s New WiFi Dual Station Solution Brings Ethernet-Like Latency via WiFi to Windows 11 PCs

Futurum Senior Analyst Olivier Blanchard explains how Qualcomm’s clever new WiFi Dual Station solution, coupled with Qualcomm FastConnect 4-stream Dual Band Simultaneous, brings ethernet-like reliability and latency to wireless gaming and video of Windows 11 PCs. Also discussed are the importance of Windows 11 native support to the solution’s broad industry adoption, as evidenced by Acer, AMD, Lenovo, Microsoft, Snapdragon Compute Platforms and Valve already moving to integrate it into their product ecosystems.
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