Category: PCs and Devices

February 6, 2024

Daniel Newman

Video Research Note

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing.

PCs and Devices, Processors, Semiconductors and Components

February 5, 2024

Olivier Blanchard

Research Note

3 Key Reasons App Developers May Be Ignoring Apple Vision Pro…For Now

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why major app developers may be saying no to Apple’s Vision pro launch, at least for now.

Devices, IoT, Metaverse, PCs and Devices

February 5, 2024

Olivier Blanchard

Market Insight Report

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.

5G, AI, AR/VR, Customer Experience, Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations, IoT, PCs and Devices, Processors, Semiconductors and Components

February 5, 2024

Daniel Newman & Olivier Blanchard

Research Note

Qualcomm Q1 2024 Earnings

A Return to Growth and a Validation of the Company’s Diversification Strategy

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.

5G, AI, AR/VR, Communications Networks, Customer Experience, Devices, Digital Home, Edge Networking, IoT, Metaverse, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

February 1, 2024

Olivier Blanchard

Research Note

AMD Q4 2023 Earnings Highlight a Strong Finish

The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024

The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.

AI, Business Information, Data Infrastructure, Devices, PCs and Devices, Processors, Semiconductors and Components

February 1, 2024

Daniel Newman & Mark Beccue

Research Note

Microsoft Q2 2024 Earnings Set the Tone for Tech in 2024

The Company Is Becoming the Standard Bearer for AI Integration, Commercialization

The Futurum Group’s Daniel Newman and Mark Beccue examine how Microsoft Q2 2024 earnings set the tone for tech in 2024.

AI, Business Information, Cloud, Collaboration, Enterprise Applications, PCs and Devices

January 31, 2024

Ron Westfall

The 5G Factor

5G Factor: MWC24 Preview – Innovations on the Rise

An Assessment of Key 5G-IoT Innovation Developments Including DTaaS’ Growing Readiness, Multi-G Progress, and Wind River’s Role in NTT DOCOMO vRAN Launch.

The Futurum Group’s Ron Westfall explores key 5G ecosystem innovations to watch in 2024 including DTaaS readiness for global 5G deployments, the Multi-G initiative’s boost from major players, and Wind River’s pivotal role in NTT DOCOMO’s first vRAN commercial service.

AI, Cloud, Communications Networks, Devices, Mobile Devices, PCs and Devices

January 30, 2024

Daniel Newman

Six Five Webcast

Micron’s LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard

On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron to discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem.

Business Information, Digital Transformation, Innovation, PCs and Devices, Semiconductors and Components

January 29, 2024

Olivier Blanchard

Analyst Insight

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Automotive Tech, Micromobility, AI, and the Shift from Device Design to Space-Defined Experiences Dominated at This Year’s Show

Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024.

5G, AI, AR/VR, Customer Experience, Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations, IoT, PCs and Devices, Processors, Semiconductors and Components

January 18, 2024

Ron Westfall & Olivier Blanchard

The 5G Factor

5G Factor: CES 2024 Takeaways – Automobiles Shine

An Assessment of 5G-IoT Developments Including Key CES24 Qualcomm Snapdragon Digital Chassis and Stellantis/Blackberry/AWS Virtual Cockpit Updates

The Futurum Group’s Ron Westfall and Olivier Blanchard review key CES 2024 announcements such as Qualcomm’s Snapdragon Digital Chassis innovations and Stellantis, Blackberry, and AWS collaboration focused on advancing virtual cockpit development.