Insight Type: Market Coverage

The Vaccination Credential Initiative (VCI) announced Thursday brings together a number of stakeholders including tech giants Oracle, Microsoft, and Salesforce, the Commons Project Foundation, MITRE, along with healthcare major players like Cerner, Epic, Mayo Clinic, CARIN Alliance, Safe Health, Change Healthcare, Evernorth to develop a vaccine “passport” that enables individuals vaccinated for COVID-19 to access their vaccination records in a secure, verifiable, privacy-preserving way.
In exciting news from CES 2021, Verizon chairman and CEO Hans Vestberg, announced the company is placing massive amounts of computing power right at the edge of its 5G network and partnering with Microsoft and AWS on the deployment of its Mobile Edge Compute (MEC) concept. This effort is part of a collective effort to fuel smart city development and other innovation.
Futurum’s Olivier Blanchard covers Google’s acquisition of Fitbit and how it could deliver the missing piece in Google’s product ecosystem — and perhaps make Apple nervous in the process. Why? Aside from Google’s wearables business suddenly absorbing Fitbit’s nearly 30 million active users worldwide, Google also finally has the tools to become an implementer of its own Wear OS platform.
In new research commissioned by Honeywell, the company looks into U.S. workers concerns about return to work and what must be done.
Qualcomm is pushing its CPU capabilities by acquiring chipmaker NUVIA in a $1.4 billion deal that should provide a big boost to Qualcomm.
The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation. Equally relevant, Intel’s commitment to an XPU portfolio vision also helps crystallize its channel strengths across multiple types of compute, including CPU, GPU, FPGA, and accelerators. I expect the Intel Partner Alliance to fortify Intel’s competitive channel edge across the global ecosystem, especially against key rivals such as AMD and NVIDIA.
IBM announced the acquisition of Salesforce service and experience designer 7Summits, expanding its global Salesforce capabilities.
Red Hat buys cloud startup StackRox. This is the company’s first deal since the IBM acquisition in 2019 and focuses on bolstering Red Hat’s OpenShift Kubernetes and hybrid cloud capabilities.
Qualcomm’s new Snapdragon 480 5G Mobile Platform expands the company’s portfolio in the budget tier, offering price points at mid- and high-tier levels that seem pretty certain to expand its market share ahead of competitors. This is a smart business strategy for a chipmaker looking to leverage 5G early to accelerate revenue growth with minimal friction from competitors. It’s also a smart ecosystem strategy, as Qualcomm can use this opportunity to prove to handset makers that it can become their single source of 5G mobile SOCs at every price point.
Qualcomm gains valuable Snapdragon Ride Platform sales and marketing momentum from its GWM win. Qualcomm is demonstrating that even during the uncertainties of the global COVID-19 pandemic and geopolitical trade tensions that collaboration with China-based concerns can yield substantial business and technical progress in the fast-emerging autonomous vehicles space. Qualcomm is showing it can meet the challenges of advancing ADAS capabilities, especially in safely attaining L4/L5 autonomous driving capabilities, working with key partners such as GWM. Now Qualcomm must execute in areas such as demonstrating ADAS-related sensor technology is ready for prime time driving in all conditions and that AI-enable innovations are replicable across the industry to sustain the Snapdragon Ride Platform’s long-term competitive success.
In a surprising update, long time Qualcomm CEO Steve Mollenkopf has announced plans to retire with President Cristiano Amon to succeed him.

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