Insight Type: Research Note

January 13, 2021

Daniel Newman

Research Note

Qualcomm to Acquire Chipmaker Nuvia in a $1.4 Billion Tie-Up

Qualcomm is pushing its CPU capabilities by acquiring chipmaker NUVIA in a $1.4 billion deal that should provide a big boost to Qualcomm.

5G, Communications Networks, Semiconductors and Components

January 12, 2021

Ron Westfall

Research Note

Intel Channels Unity for Intel Partner Alliance Debut

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.

Processors, Semiconductors and Components

January 11, 2021

Daniel Newman

Research Note

IBM Acquires 7Summits to Expand Salesforce Capabilities

IBM announced the acquisition of Salesforce service and experience designer 7Summits, expanding its global Salesforce capabilities.

January 11, 2021

Sarah Wallace

Research Note

Red Hat Buys StackRox to Strengthen Security and Hybrid Cloud

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.

Cloud, Hybrid Cloud, Infrastructure, and Operations

January 11, 2021

Daniel Newman

Research Note

Intel Announces a Flurry of CPU and AV Updates at CES 2021

Automation, Emerging Technologies, Semiconductors and Components

January 8, 2021

Olivier Blanchard

Research Note

Qualcomm’s New Snapdragon 480 5G Mobile Platform Expands the Company’s Portfolio Into Budget Tier

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.

5G, Communications Networks

January 7, 2021

Ron Westfall

Research Note

Qualcomm Snapdragon Ride Platform: Unveiling the Great Wall of Ride

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.