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.
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.
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, 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 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, 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.
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.
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.
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.
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.
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.
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.
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.
