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Category: Mobile Devices

The Six Five team discusses Samsung knocks Apple off of number 1 market share.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.
An Assessment of AI’s Openness Including Intel’s Guadi 3-led Enterprise AI Strategy, Qualcomm’s Responsible AI Vision, and Nokia’s Transparent AI Moves
The Futurum Group’s Ron Westfall and Olivier Blanchard examine the major mobile ecosystem moves to make AI open, responsible, and transparent including Intel’s Enterprise AI proposition emphasizing open industry software for developer productivity, Qualcomm’s Responsible AI vision focus on privacy and security, and Nokia using Transparent AI moves.
An assessment of 5G Turnaround Indicators Including Samsung’s Fiscal Q1 2024, 5G/eSIM Expansion, 5G Fund Revival, and T-Mobile’s Blink Smart Home Package
The Futurum Group’s Ron Westfall and Olivier Blanchard review potential indicators of improving 5G prospects in 2024 including Samsung’s surging Q1 2024 financial results amid AI’s rising tide, growing worldwide 5G connections plus eSIM expansion, the FCC proposing revival of the $9 billion 5G Fund for Rural America, and T-Mobile’s creative new Blink Smart Home bundle package.
An Assessment of The Key MWC24 Takeaways Across AI RAN and Telco AI Including AI-RAN Debut, GLAA Launch, HEAVY.AI Progress, and AI Alliance Implications
The Futurum Group’s Ron Westfall and Tom Hollingsworth review the major AI RAN and Telco AI developments including the ecosystem impact of the AI-RAN Alliance launch, HEAVY.AI’s progress in the key GenAI areas of accuracy and speed, the official debut of the Global Telco AI Alliance (GTAA), and the AI Alliance’s focus on responsible AI.
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard.
An Assessment of Telco GenAI’s Market Impact with BT Group Using Amazon CodeWhisperer, Amdocs Microsoft GenAI Alliance, and Qualcomm Snapdragon X80 Debut
The Futurum Group’s Ron Westfall and Olivier Blanchard review the nascent market impact of Telco GenAI including BT Group using Amazon Code Whisperer to provide GenAI coding assistance to its software engineers, Amazon and Microsoft combining Amdocs amAIz platform and Microsoft Azure OpenAI Service to bring verticalized GenAI to telcos, and the debut of the Qualcomm Snapdragon X80 5G Modem-RF system that integrates a dedicated 5G AI Processor and 5G-Advanced-ready architecture.
The Six Five team discusses Apple Sued by DoJ for Illegal Monopoly.
An Assessment of The Key MWC24 Takeaways Across the Cloud and Telcos Highlighted by Red Hat, Google Cloud, VMware, and HPE Partnerships with Key Telcos
The Futurum Group’s Ron Westfall and Tom Hollingsworth review the top cloud and telco takeaways from MWC 2024 consisting of Red Hat and Tech Mahindra’s hybrid cloud alliance advances, Red Hat and NTT in collaboration with NVIDIA and Fujitsu readying real-time AI analysis at the edge across IOWN environments, Telkomsel selecting Google Cloud to boost operations and products with GenAI, VMware looking to assure the DISH Wireless Open RAN build, and TELUS enlisting HPE servers to complete its Open RAN mission.
An Assessment of The Key MWC24 Takeaways in Open RAN Highlighted by Ericsson Cloud RAN, Nokia anyRAN, Energy Efficiency Moves, and Mavenir/Intel Innovations
The Futurum Group’s Ron Westfall reviews the top Open RAN takeaways from MWC 2024 consisting of Ericsson Cloud RAN portfolio advances, Nokia’s anyRAN market readiness including anyRAN for enterprise partnerships with Cisco, HPE, and Microsoft, as well as Mavenir’s latest collaboration with Intel to assure Open vRAN innovation and progress.
An Assessment of The Key MWC24 Takeaways in Semis and Devices Highlighted by Micron Memory, Lenovo/Motorola Edge AI, Mediatek, and Qualcomm AI/5G Innovations
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard, Lenovo’s Integrated Edge AI Solutions for Telcos with Telefonica and Orange AI use cases, Lenovo’s new devices exemplified by the Thinkbook transparent display, new Mediatek Dimensity 9300 GenAI capabilities, and Qualcomm’s portfolio-wide AI, 5G, and Wi-FI innovations.
On this episode of The Six Five On the Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Moore, VP of Marketing Mobile Business Unit at Micron for a conversation on Micron’s new mobile storage product announced at MWC 2024 and the future of the mobile ecosystem as AI innovation continues.