The Qualcomm Snapdragon 888 5G’s Slick New Integrated X60 5G Modem-RF System Sets a New High Bar for Global Premium-Tier Smartphone Connectivity

Qualcomm’s slick new integrated X60 5G Modem-RF system sets a new high bar for global premium-tier smartphone connectivity. Featuring both a welcome return to an integrated modem design, as well as a focus on global connectivity in the 5G era, as far as I can tell, the X60 delivers the world’s fastest commercially available 5G speeds. 7.5 Gbps is pretty impressive this early into 5G deployments and gets us a lot closer to 10 Gbps than I expected to be in 2020.

Qualcomm Snapdragon Summit, Day 1: Qualcomm’s Powerful New Snapdragon 888 5G Chipset Will Define Premium Mobile Experiences in 2021

Qualcomm opens the week at its Snapdragon Summit with a focus on premium mobile experiences, 5G, and the dawn of an entirely new era for mobile in 2021. Many of the technologies showcased today will naturally trickle down vertically to other Snapdragon tiers, as well as outward to adjacent growth segments for the chipmaker, like Always-On, Always-Connected laptops, XR devices, Edge/Cloud AI products, and 5G Fixed Wireless solutions, among others.

FedEx New SenseAware ID Tracking System Arrives Just in Time for COVID Relief

From an engineering standpoint, selecting the solution with the lowest power consumption and the smallest possible network footprint makes perfect sense, not just for Fedex but also for carriers, for whom bandwidth can often be a challenge. SenseAware ID should be able to provide the high level of value-add tracking that FedEx customers will find valuable while not monopolizing precious network resources.

US Antitrust Action against Google Could Come Sooner than Expected

At the heart of Google’s US antitrust troubles is the search giant’s staggering advantage in online search: Google processes roughly 90% of all online searches in the US. But there’s a difference between hypercompetitive behavior and anticompetitive behavior, and I believe that’s what this case is about. As this plays out, I wouldn’t be surprised to see the DOJ’s antitrust case against Google rubbing up against the 9th Circuit Court of Appeals’ recent ruling in FTC vs. Qualcomm. Interesting times ahead, to be sure.

Escalating App Store War Between Apple and Developers Likely to Bleed into Antitrust Probes in US and EU

Apple removes Fortnite, Epic Games’ popular battle royale game, from its App Store, and blocks “rival” game streaming platforms from iOS. Fortnite pretty much immediately filed suit, but there’s much more to unpack in this quest for a piece of the mobile game revenue pie. Note that last year 2.5 billion people played mobile games, propelling mobile game revenues to amount to nearly 75% of all in-app spending. 30% of that revenue is what Apple (and Google) are fighting to capture, at the expense, some would argue, of game developers.

What Qualcomm’s Landmark Antitrust Victory Against the FTC Really Means for the Mobile Industry, Investors, and Consumers

The 9th Circuit’s decision is not just a victory for Qualcomm. It is also a victory for the mobile industry at large, a victory for consumers and investors, and a victory, of course, for innovators as well. The widespread sigh of relief when the court reaffirmed over a century of fundamental IP law that Judge Koh might have otherwise upended, could be felt as much as heard around the world.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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