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Category: Communications Networks

Ron Westfall

Netcracker 2020: Ushering in the Service Provider Digital Transformation Renaissance

Daniel Newman

Exploring Qualcomm’s Vital Position in the 5G Ecosystem – The Six Five Insiders Edition

On this special episode of The Six Five - Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Qualcomm EVP and QTL President Alex Rogers to discuss Qualcomm’s recent win in the Court of Appeals, its licensing business, 5G intellectual property, and how Qualcomm helping spread the technology around the world.
Daniel Newman

How Qualcomm Snapdragon Enhances The Android Gaming Experience

Qualcomm has made significant strides in its recent Snapdragon platform updates to create a top quality mobile gaming experience for Android.
Ron Westfall

Ericsson’s 5G Supply Chain Credentials are Fortified with Breakthrough Delivery of 5G mmWave Base Station to Verizon

Ericsson 5G supply chain credentials are raised by demonstrating its supply chain reliability in meeting Verizon’s 5G mmWave requirements in the vital base station domain. If nothing else Verizon can depend on Ericsson’s supply chain stability as it rolls out its UWB services and demonstrate the viability and competitiveness of mmWave-based 5G use cases.
Daniel Newman

Qualcomm Appeal Successful as 2019 FTC Ruling is Overturned

In 2019, a ruling against Qualcomm forced the company to renegotiate terms for its licensing agreements, but in 2020, the ruling has been overturned.
Daniel Newman

Qualcomm Delivers a Big Q3 Powered by 5G and Licensing Agreements

Qualcomm continues a trend of better than expected earnings as the growing 5G space and demand for connectivity drove revenue and bottom line results.
Ron Westfall

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.
Ron Westfall

ATX’s GigaXtend Readies Cable Operators for the 50Gbps 2050 Party

ATX’s GigaXtend portfolio affords cable operators the opportunity to revitalize their outside plants with technology purpose-built to enable and accelerate emerging spectrum increases of 1.8GHz and beyond. By targeting the most pressing cable operator demands and landing the Cisco agreement, ATX can plausibly tout its new family of amplifiers is built on a trusted technology pedigree with the reputation for performance and reliability needed to fulfill the demands of DOCSIS 4.0 and ultimately the 2050 vision of fiber-based 500 Gbps services.
Ron Westfall

Analog Devices Acquires Maxim in an Underwhelming $21 Billion Bet

ADI is heading into headwinds in attaining full value from the network infrastructure silicon portion of the Maxim portfolio and is dealing with significant supply chain assimilation challenges, thereby dampening the upside of the overall deal. ADI needs to prioritize touting new wins in the network infrastructure segment (i.e., data center, 5G communications) post-merger to allay addressable market concerns and likewise rapidly implement its supply chain optimization strategy.
ICYMI: 3GPP’s 5G NR Release 16’s 9 Most Critical Improvements to 5G
Olivier Blanchard
Olivier Blanchard

ICYMI: 3GPP’s 5G NR Release 16’s 9 Most Critical Improvements to 5G

What we see with Release 16, in addition to improvements to previous fundamental standards, is a shift towards the next market for 5G technologies: industrial networks and applications. That is why, MIMO and IAB improvements aside, private networks, unlicensed spectrum, multi-TRP architecture, high-precision device positioning, efficient new power-saving protocols, and even multicasting between vehicles, constitute the lion’s share of projects in this release.
Mobile Industry Snapshot: The True Value of Technology Licensing
Olivier Blanchard
Olivier Blanchard

Mobile Industry Snapshot: The True Value of Technology Licensing

The aggregated licensing revenue for the mobile industry in 2018 amounted to roughly $10 billion. That comes to less than 1% of the $1.2+ trillion in annual revenue from handsets, infrastructure, and operator revenue combined. Additionally, it constitutes a mere fraction of 1% when you also include the overall benefit and productivity gains from mobile technologies, which amounted to over $4 trillion in value that year.
Sarah Wallace

Alphabet Loon Has Largest Deployment to Date In Kenya

Alphabet’s Loon has launched its commercial internet service in Kenya through partnership with Telkom Kenya providing cellular service through their network to an area covering roughly 50,000 square kilometres (31,000 square miles). Here’s why I’m bullish on Alphabet Loon filling a significant void in the internet market for the underserved.
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