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Author: Olivier Blanchard

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
September 15, 2023

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

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...
Olivier Blanchard
IAA Mobility 2023: Qualcomm and JLR Transform In-Vehicle XP with 5G
September 14, 2023

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

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...
Olivier Blanchard
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5G Factor VRN: Ericsson and Vodafone Slice Mobile Gaming at Coventry
September 8, 2023

5G Factor VRN: Ericsson and Vodafone Slice Mobile Gaming at Coventry

Futurum Group’s Ron Westfall and Olivier Blanchard assess the Ericsson and Vodafone trial using 5G SA network slicing that enabled trial participants to experience more consistent gaming connectivity including smoother...
Olivier Blanchard
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5G Factor VRN: Qualcomm Makes Waves with Snapdragon G Series Launch
September 8, 2023

5G Factor VRN: Qualcomm Makes Waves with Snapdragon G Series Launch

Futurum Group’s Ron Westfall and Olivier Blanchard assess why the launch of the Qualcomm Snapdragon G series handheld gaming portfolio, now spanning the G1, G2, and G3 tier, can meet...
Olivier Blanchard
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Intel Foundry Services Links with Tower Semiconductor for Mutual Growth
September 8, 2023

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....
Olivier Blanchard
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5G Factor VRN: Qualcomm Raises On-Device AI Processing Awareness
September 6, 2023

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

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,...
Olivier Blanchard
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5G Factor VRN: Ethernovia’s New Ethernet Approach to EV/SDV Evolution
September 6, 2023

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

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....
Olivier Blanchard
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5G Factor: Can 5G and Cloud Gaming Join Hands?
September 6, 2023

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

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...
Olivier Blanchard
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Dell Q2 2024 Earnings- Growth Points to End of Post-COVID Slump
September 5, 2023

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

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....
Olivier Blanchard
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HP Q3 2023 Earnings Show Accelerating Signs of Improvement
August 31, 2023

HP Q3 2023 Earnings Show Accelerating Signs of Improvement

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....
Olivier Blanchard
5G Factor: Qualcomm, Ethernovia, Cadillac Prep AI-Infused SDV Highway Star Era
August 30, 2023

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

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....
Olivier Blanchard
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MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2
August 25, 2023

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

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,...
Olivier Blanchard

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