Wayne Lam

Wayne Lam

Wayne Lam is principal analyst within the wireless communications team and is responsible for research related to the market tracking, forecast and supply chain analysis of mobilized devices.

Prior to joining the wireless group, Wayne served as a hardware analyst within the renowned IHS Teardown Services team, focusing on mobile handset designs. Wayne began his career as a process engineer at Intel Corp., starting with the 0.25um process technology through to the 300mm wafer manufacturing transition. He later took on the role of technical consultant at Symbian Inc., pioneering there in the smartphone operating systems space with leading handset OEMs.

More recently, Wayne has worked with firms like Qualcomm and Aerovironment in developing new business models and opportunities after graduating from business school. His research has been featured in various articles in major newspapers and magazines, such as The Wall Street Journal, Bloomberg/BusinessWeek, and The Economist.

Wayne graduated with an MBA from the Marshall School of Business at the University of Southern California (USC). He also earned two engineering degrees from Cornell University and the Massachusetts Institute of Technology (MIT).

Contributions View All (126)

Huawei looms large over Trump’s decision on Broadcom-Qualcomm deal

The decision handed down by the Trump administration essentially put an end to the months-long $117B hostile bid by Broadcom (AVGO) for Qualcomm (QCOM). Trump cited national security and US competitiveness in the upcoming 5G transition as reasons to block the troubled acquisition. However, behind the scenes, a clearer picture is emerging as to the threat that US perceives China – specifically Huawei - as being on the future competitiveness in the wireless sector of the market. Thus, this business-friendly administration ultimately yielded to national interests in handing down their decision.

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Mobile, Consumer & Connected Devices Mobile & Telecom
Patent licensing industry transition as we enter the world of 5G

During Mobile World Congress (MWC) 2018 (Barcelona, February 26th to March 1st), 5G was the most discussed and highlighted topic. At MWC, almost all global telecommunications service operators announced their plans to deploy their 5G services commercially some as early as late 2018.

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Enterprise & IT
Smartphone & Mobile Hardware Analysis - MWC - 2018

This brief report provides analysis on mobile hardware themes, smartphone launches and mobile component trends, based on MWC 2018 held in Barcelona, Spain in February 2018.

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Mobile, Consumer & Connected Devices Semiconductors Mobile & Telecom
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