Tag: Samsung

January 25, 2021

Olivier Blanchard

Research Note

Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm

In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.

5G, Communications Networks, Processors

January 16, 2021

Olivier Blanchard

Research Note

Mobile News from CES: Qualcomm Powers Samsung’s Galaxy S21 Lineup, Featuring the Snapdragon 888 5G Platform

Qualcomm’s Snapdragon 888 5G platform powering the Galaxy S21 lineup confirms Samsung’s focus on remaining leader in premium mobile experiences. It is reassuring to note that Samsung chose not to cut corners by selecting a slightly lower-tiered mobile platform for its S21 lineup. Samsung clearly wants to remain a leading player in the premium Android space and isn’t beyond potentially cutting into its own margins this year to protect its enviable market-share in order to achieve that goal. Equally as important, the biggest winners here are obviously consumers, who will not only enjoy best-in class 5G, Wi-Fi, and Bluetooth connectivity, but also mind-blowing professional quality photo and video features, elite-level mobile gaming, and a long list of true premium mobile experiences no longer guaranteed to be offered by all Samsung competitors. This is also a win for Qualcomm, which gets to showcase its new Snapdragon 888 5G platform in Samsung’s latest Galaxy S-series phones, which are likely to set the standard for the rest of the mobile industry in 2021. Exciting times, to be sure!

5G, Communications Networks

September 14, 2020

Ron Westfall

Research Note

ADTRAN Goes FWA to Broaden Residential Broadband Mass Appeal

ADTRAN’s new MetNet 60GHz solution is providing exactly what CSPs require to push residential broadband to their most challenging to serve customers and environments. ADTRAN’s MetNet 60 GHz solution is not gated by the underlying physical infrastructure, which has limited the deployment range of fixed access broadband technologies like FTTH. Fixed wireless services are becoming an invaluable compliment to fiber and fiber extension networks in terms of reaching any potential residential or business customer with gigabit capable services, no matter where they are located.

Communications Networks

September 4, 2020

Daniel Newman

Research Note

Qualcomm Investors are Underestimating the Impact of the Chip Maker’s Legal Victory

Qualcomm investors are underestimating the impact of the chip maker’s legal victory, but Qualcomm is in a great position to deliver the returns investors have long been looking for.

5G, Processors, Semiconductors and Components

August 25, 2020

Shelly Kramer

Research Note

Samsung’s AppStack Launch is a Boon to SMBs Seeking to Embrace Digital Transformation

Samsung’s AppStack launch is a boon to SMBs seeking to embrace digital transformation. Solutions range from G Suite’s collaboration platform, to CRMs, time tracking, design, POS offerings, and more. AppStack is billed as a one stop, easy-to-manage, no-risk, lower cost technology solution and is an attractive offering. Now, comes the hard part — getting consumer attention and driving trial.

Digital Transformation

July 22, 2020

Olivier Blanchard

Research Note

ICYMI: Qualcomm’s New Snapdragon Wear 4100+ Brings Significant Performance Improvements to Android Smartwatches

Performance improvements aside, I can’t help but sense that the android smartwatch ecosystem is being somewhat hamstrung by a lack of interest, perhaps from Google, to really focus on beating Apple at its own game.

5G, PCs and Devices, Processors

June 10, 2020

Ron Westfall

Futurum Tech Webcast

5G Security: The Essential Key to 5G Fortunes – Futurum Tech Webcast

In this hot topic episode of the Futurum Tech Webcast, Daniel Newman and Ron Westfall examine why 5G security warrants its own special requirements and considerations, what service providers need to do to make 5G security impregnable, the key use cases, the significance of endpoint security, the role of the 5G ecosystem, and why now is the time for action.

5G, Blockchain, Communications Networks

April 9, 2020

Ron Westfall

Research Note

FirstNet puts AT&T at the Forefront of Operator Relief Measures Aimed at Overcoming the COVID-19 Crisis

AT&T’s decision makers are demonstrating why the FirstNet platform is playing a pivotal role in meeting the unique challenges of the coronavirus crisis. The COVID-19 crisis will compel mobile operators to make promoting the public safety capabilities of their networks a top development and marketing priority.

5G, Communications Networks

March 11, 2020

Ron Westfall

Research Note

Ericsson Automated eSIM Solutions Makes Activation of Samsung Devices a Breeze

Ericsson unveils its entitlement server solution for on-device eSIM subscription activation for smartphone – beginning with Samsung Galaxy S20 and Galaxy Z Flip, following the launch this past January of its eSIM solution. Not only do these eSIM solutions make the customer experience a better one, they deliver big value to both Ericsson and Samsung, especially as it relates to the success of 5G success as a global transformational technology. Here’s a deeper look at why these eSIM solutions matter, to both of these companies, and what I believe is next.