Futurum’s Ron Westfall explores why the reaffirmation and expansion of the Qualcomm and Samsung partnership, including a seven-year patent licensing extension and Snapdragon platform collaboration in co-developing future Galaxy mobile devices, provides mobile ecosystem supply chain stability amidst recent turbulence due to global pandemic and geopolitical factors and provides a marked contrast to the Qualcomm Apple patent licensing relationship.
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.
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.
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.