Selected Clear AllResearch Type - Insights Research by Market - Mobile & Telecom Category - Semiconductor Market Analyst - Alina Sargiss Analyst - Christian Kim
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- Research by Market
- Consumer Electronics (8)
- Enterprise Networks & Communication (2)
- M2M, IoT & Connectivity (10)
- Mobile Devices (21)
- Mobile Innovation (7)
- Mobile Networks (8)
- Operators & Services (8)
- Semiconductor Components (12)
- Semiconductor Manufacturing (2)
- Semiconductor Market (8)
- Smart Home & Appliances (2)
- Transformative Technologies (1)
- Date Published
- Cellular IoT Intelligence Service (2)
- High Performance Wireless (formerly CMIT) Intelligence Service (3)
- IoT Devices Intelligence Service (1)
- Low Power Wireless Intelligence Service (1)
- Smartphone Electronics Design Intelligence Service (5)
- Smartphone Intelligence Service (3)
- Smartphone Intelligence Service - Premium (4)
- Wireless IoT Connectivity Intelligence Service (3)
- Wireless Semiconductor Competitive Intelligence Service (6)
Qorvo: Placing itself into the exclusive Ultra-Wide-Band chipset clubFebruary 05, 2020There is tremendous synergy among mobile, automotive, and IoT applications and much potential using UWB. Given Apple’s new U1 chip and other OEMs now looking to provide UWB solutions in their handsets, UWB solutions will become more mainstream. Qorvo has strategically placed itself in the forefront as now being one of the leading suppliers of UWB chipsets.Subscribers Only
Broadcom: Moving on from WirelessDecember 24, 2019Broadcom announced during its 2019 fourth quarter earnings announcement that it no longer regards wireless as its core business, but rather “stand-alone in nature due to their unique customers, technology and supply chain characteristics” as stated by CEO Hock Tran.Subscribers Only
MediaTek is Uncharacteristically Early to the 5G PartyNovember 27, 2019MediaTek announced their first 5G mobile SoC (system on a chip) this week, Dimensity1000. They also announced their partnership with Intel to bring 5G capabilities to PCs. Dell and HP have expressed their intention to incorporate MediaTek’s 5G solution in their laptops in early 2021. As a mass-market mobile chipset maker, MediaTek traditionally followed industry pioneers after a new wireless generation introduction. Consider the case with LTE; when the first chipsets arrived in 2010, MediaTek was focused on high volume 3G chipsets. Their contribution to the industry had been to democratize technology by producing lower cost chipsets to enable affordable devices.
5G: Densification Will Lead to Higher 5G Revenues in Wireless Semis, Especially in the RFFEOctober 28, 20195G is here and the ecosystem is coming together for an explosive technology transformation. In the past the consumer was the primary benefactor of each generational upgrade, but going forward, the enterprise is expected to reap the rewards of 5G and how these use cases will change the way we work and live coupling AI and 5G, collaborating with value chain players and converging technologies. However, densification and a true nationwide network is what will spur the ubiquity of 5G. As this transformation occurs, the revenues will increasingly shift into 5G supply chain.
2019 Mobile World Congress (MWC) in Barcelona - Cellular IoT industry facing many opportunities and challengesMarch 10, 2019At MWC Barcelona in late February, in addition to the highly covered 5G standard, the NB-IoT and the Cellular Vehicle-to-Vehicle (C-V2X) standards also demonstrated significant progress in the cellular IoT space. This article includes news summary at MWC and IHS Markit analysis that are related to the NB-IoT and the C-V2X technologies.
Apple and Qualcomm licensing dispute – to SEP or not to SEP?August 14, 2017On January 20, 2017 Apple filed a lawsuit against Qualcomm at the Southern District Court of California. In the lawsuit, Apple accused Qualcomm of breach of contract, violation of unfair competition laws and requested judgement on royalty rate it must pay for Qualcomm’s standard essential patents. (SEPs) Since Apple’s initial legal lawsuit, both companies filed additional lawsuits in different jurisdictions and the dispute grew into a full scale patent licensing war. This article provides summary and analysis of the licensing dispute between Apple Inc. and Qualcomm Inc.Subscribers Only
802.11ax, Wi-Fi standard for the Internet-of-ThingsFebruary 20, 2017On Monday February 13th, Qualcomm made an announcement about its upcoming 802.11ax products IPQ8074 and QCA6290. This article will include the highlights from Qualcomm’s announcement, in addition to IHS Technology’s insights and market outlook for the upcoming 802.11ax standard.Subscribers Only
Silicon Labs’ acquisition of Zentri shows how a semiconductor company can transform itself into a growing IoT companyJanuary 27, 2017On Monday January 23rd, Silicon Labs announced the acquisition of Zentri, a 20-person module and software vendor, for an undisclosed amount. This insight will provide summary and analysis of Silicon Lab’s recent acquisition.