In Part Three of his series on RFFE (RF Front End), Senior Analyst Olivier Blanchard dives into how chipmaker giant Qualcomm is leveraging its global leadership in wireless innovation and recent investments in RF to significantly grow its modem-to-antenna solutions footprint not only in mobile handsets, but also expand that slice of its business into high growth adjacent segments like Automotive, the IoT, and the IIoT. Tying the series to Qualcomm’s 2021 Investor Day provides critical insights into RFFE’s growing importance to Qualcomm’s technology portfolio and business momentum.
Companies have the potential to automate, calibrate, create, and distribute their goods while amassing tons of data to keep doing it better and faster. That’s where industrial IIoT comes in.
What we see with Release 16, in addition to improvements to previous fundamental standards, is a shift towards the next market for 5G technologies: industrial networks and applications. That is why, MIMO and IAB improvements aside, private networks, unlicensed spectrum, multi-TRP architecture, high-precision device positioning, efficient new power-saving protocols, and even multicasting between vehicles, constitute the lion’s share of projects in this release.
While 3D Systems has grown by acquisition over the course of the last few years and has a diverse product offering, revenues (and profitability) haven’t followed that same trajectory. It looks to us like Graves will be focused on transformation and streamlining offerings and delivering on earnings and profitability in the process.
Siemens continues efforts for IoT with enhancement and combined efforts of its MindSphere IoT system and Mendix low-code software application. Digital twin, advanced analytics, edge-to-cloud and a growing partner ecosystem also add to its IoT offerings.
MATRIXX Software is committed to advancing the rapid adoption of eSIM (embedded Subscriber Identity Module) for a number of operators worldwide.
Manufacturing is undergoing a revolution. See how the industrial internet of things is the driving force behind this new industrial revolution.