Futurum’s Ron Westfall examines why the Samsung Mediacom 5G FWA deal highlights major ongoing 5G ecosystem developments such as growing cable operator commitment to use 5G FWA to broaden their addressable broadband market, the further boost to Samsung’s credibility as a supplier of 5G network solutions including 5G FWA and vRAN/O-RAN, as well as the critical role CBRS spectrum can play in reducing the digital divide across rural areas.
The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 3
Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
New Report Points to Samsung and Vivo as World’s Fastest Growing 5G Smartphone Vendors in Q1 2021
A new report from Strategy Analytics indicates that Samsung and Vivo were the fastest growing 5G smartphone vendors in Q1 2021, but Apple still leads the charge in net units with over 40 million 5G phones shipped to Samsung’s 17 million units. Futurum’s Olivier Blanchard breaks down four key 5G smartphone market trends confirmed by this report and shares his insights on what these Q1 numbers suggest for the market segment FY2021.
European Smartphone Market Down 14% YoY in 2020, Xiaomi and Oppo Appear To be Gaining on Samsung
The European smartphone market is down 14% year over year in 2020, and Xiaomi and Oppo appear to be gaining on Samsung. Futurum’s Olivier Blanchard takes a look at the numbers, the market, and what’s ahead.
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.
Qualcomm Exonerated by 9th Circuit Court of Appeals, Court Declines Final FTC Petition
The FTC’s clumsy antitrust fishing expedition against Qualcomm’s technology licensing business comes to an embarrassing end. The FTC had requested an en banc review of the appeal, but the 9th Circuit has declined to honor the request, meaning that the FTC’s case against Qualcomm is now over.
Report: Huawei and Chinese Government Allegedly Working Together to Undermine 4G, 5G Network Equipment Competitors in Key Markets
Huawei’s dominant position as the leading network solution provider in terms of market share is very much premised on the fact that, with the subsidies they are receiving from the Chinese state, they can sell their hardware equipment at a “ridiculously low price point.”
Mavenir Buys ip.access to Attain Multi-G Portfolio
Mavenir’s acquisition of ip.access enables the company to exploit geopolitical shifts in key markets such as India, UK, and parts of Europe to advance its overall mobile ecosystem proposition, particularly in areas like multi-G OpenRAN and small cells. Moreover, Mavenir gains swift inroads into the enterprise private network and nontraditional network realms, further boosting its influence across the mobile industry. Now rivals will need to respond directly to Manevir’s purchase of ip.access.
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.
What Qualcomm’s Landmark Antitrust Victory Against the FTC Really Means for the Mobile Industry, Investors, and Consumers
The 9th Circuit’s decision is not just a victory for Qualcomm. It is also a victory for the mobile industry at large, a victory for consumers and investors, and a victory, of course, for innovators as well. The widespread sigh of relief when the court reaffirmed over a century of fundamental IP law that Judge Koh might have otherwise upended, could be felt as much as heard around the world.