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Lenovo Q1 2022-2023: Finding New Engines to Drive Growth and Profitability

In Technology News by Daniel Newman and Ron WestfallLeave a Comment

Futurum’s Daniel Newman and Ron Westfall examine Lenovo’s first quarter 2022/23 results that produced improved profitability and revenue for the ninth consecutive quarter and why Lenovo’s strategic vision, R&D prioritization, portfolio development commitments, and operations have enabled the company to make notable strides across its three main SSG, IFG, and IDG business units.

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Part Three of Series: More on RFFE and the Role it Plays in Qualcomm’s 5G Roadmap

In 5G by Olivier BlanchardLeave a Comment

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.

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Qualcomm Snapdragon Sound Gains Momentum as Mobile Consumer Demand For Premium Wireless Audio Experiences Grows

In Technology News by Olivier BlanchardLeave a Comment

Futurum Senior Analyst Olivier Blanchard dives into the Qualcomm Snapdragon Sound platform’s latest technical improvements and its global momentum as OEMs take notice of shifting consumer behaviors. Blanchard also discusses Snapdragon Sound’s timely relevance with data from the newly released State of Sound Report, which highlights the degree to which Covid-19 and mobile gaming are accelerating consumer demand for premium sound quality and ultra-low latency performance.

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New Report Points to Samsung and Vivo as World’s Fastest Growing 5G Smartphone Vendors in Q1 2021

In Mobility by Olivier BlanchardLeave a Comment

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.

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EU to Introduce Digital Wallet Initiative Ahead of US, Sets First Major Milestone for 2022

In Technology News by Olivier BlanchardLeave a Comment

The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.

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5G Summit News: Qualcomm Upgrades 10 Gigabit X65 5G Modem-RF System To Facilitate Global mmWave Expansion

In Technology News by Olivier BlanchardLeave a Comment

The X65 5G Modem-RF system will now feature support for 200 MHz carrier bandwidth in the mmWave spectrum, as well as mmWave support in standalone (SA) mode. With mmWave commercial deployments currently underway around the world (over 150 global operators are already investing in these high-band frequencies), including all major operators in the U.S. and Japan, these new capabilities make sense as a next step to enable global mmWave deployments, particularly as China and other markets invested in 5G SA mode look to begin scaling their mmWave deployments.

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Sevis Systems’ Trusted Caller ID Solution Aims to Restore Enterprise Control Over Broken Mobile Caller ID Experiences

In Mobility, Technology by Olivier BlanchardLeave a Comment

Sevis Systems’ Trusted Caller ID solution aims to restore enterprise control over broken mobile caller ID experiences. Futurum’s Olivier Blanchard walks through Sevis’ Systems new offering and its value proposition of helping enterprises not only achieve significant operating cost savings within their contact centers, but also potentially deliver better customer experiences.

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

In Technology News by Olivier BlanchardLeave a Comment

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.