With Apple allegedly on the verge of buying Intel’s now defunct modem business, the company is looking to take iPhone modems in house in a move away from Qualcomm. Is this a good move, and when will Apple be ready to deliver an iPhone with an Apple modem?
Huawei Keeps a Footing in the 5G Race in the UK
Huawei has seen an onslaught of challenges as the U.S. and Australia have banned their technologies in critical 5G infrastructure. The U.K. is now pondering whether to allow the Chinese company to participate in their 5G network deployments.
DOJ Weighs In To Halt FTC and Koh’s Questionable Ruling Against Qualcomm
The DoJ has intervened to request a stay in the FTC ruling against Qualcomm, citing national security. This ruling against Qualcomm never made sense, and certainly did not make sense based upon what the FTC presented in its case. I feel strongly that the ruling will be paused to allow a deeper look on the security implications prior to the case being heard for appeal — it will be interesting to keep an eye on what happens next.
Qualcomm and Ericsson Team Up With T-Mobile to Drive 5G Beyond The Big City
T-Mobile in partnereship with Qualcomm and Ericsson are looking to bring 5G beyond the big city and took a big step forward with this week’s test call.
U.S. Semiconductor Industry Granted Permission to Sell to Huawei
The U.S. Semiconductor Industry, lobbying on behalf of Qualcomm, Intel, Broadcom, and others granted permission to sell to Huawei.
U.S. Judge Koh Blocks Qualcomm’s Request to Put Antitrust Ruling on Hold
U.S. Judge Koh blocks Qualcomm’s request to put antitrust ruling on hold, in a ruling that strikes me as spectacularly tone-deaf, especially in light of the enormous global stakes it seems to have inexplicably failed to take into account.
Windows on ARM — Coming to a Microsoft Surface Near You?
Are Windows on ARM coming to a Microsoft Surface laptop near you? Rumors say that might well be the case. While that might result in a pricey Surface laptop, it would most definitely be a powerhouse.
5G Rising: Ericsson Validates 5G is Booming Sooner than Later
The June 2019 Ericsson Mobility Report is a key indicator that the ongoing trade and geopolitical disputes, primarily between the U.S. and China, will not hinder worldwide 5G momentum. The report forecasts 1.9 billion 5G subscriptions – up from 1.5 billion forecasted in the November 2018 edition – an increase of almost 27 percent. Here’s why 5G is booming sooner rather than later.
Apple’s 5G Enabled Phones and … Going it Alone in Chips by 2022-23?
I have no doubt that Apple intends to own the entire supply chain and modems and then perhaps RF to follow. I am skeptical that they can execute in the timeline being provided. I would think 2024 or even 2025 is more reasonable, but let’s give them kudos for being bold. As an admitted fan of the Qualcomm modems, I think they could better divert resources elsewhere, but that isn’t Apple’s style.
In Absence of Clarity, Chaos: How an Executive Order Focused on Technology Security Could end up Harming US Technology Leadership
Before I begin, rest assured that this is not a political post. Please don’t read any partisan or political views into any of my arguments here. This post is meant to be an objective analysis of an executive order and its potential impact on technology markets. Now that my political disclaimer is out of the way, let’s begin. 1. Executive …