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2019 Mobile World Congress (MWC) in Barcelona - Cellular IoT industry facing many opportunities and challengesMarch 10, 2019At MWC Barcelona in late February, in addition to the highly covered 5G standard, the NB-IoT and the Cellular Vehicle-to-Vehicle (C-V2X) standards also demonstrated significant progress in the cellular IoT space. This article includes news summary at MWC and IHS Markit analysis that are related to the NB-IoT and the C-V2X technologies.
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Apple and Qualcomm licensing dispute – what lead to a patent war?October 13, 2017This insight article (second of two part series) analyzes Apple’s external and internal environment that contributed to a patent war against Qualcomm and the potential impact the patent war can have on the smartphone industry.Subscribers Only
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Apple and Qualcomm licensing dispute – to SEP or not to SEP?August 14, 2017On January 20, 2017 Apple filed a lawsuit against Qualcomm at the Southern District Court of California. In the lawsuit, Apple accused Qualcomm of breach of contract, violation of unfair competition laws and requested judgement on royalty rate it must pay for Qualcomm’s standard essential patents. (SEPs) Since Apple’s initial legal lawsuit, both companies filed additional lawsuits in different jurisdictions and the dispute grew into a full scale patent licensing war. This article provides summary and analysis of the licensing dispute between Apple Inc. and Qualcomm Inc.Subscribers Only
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Can Xiaomi Surge with its own SoC?March 01, 2017At Mobile World Congress in Barcelona, along with Xiaomi’s recent announcement of the Mi 5c, the company announced a milestone with the inclusion of its own “in-house” SoC, the Surge S1. The development of its own SoC may help improve Xiaomi’s IP position and unlock increased sales potential for its smartphones.Subscribers Only
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Chinese Market for Packaged LEDs to Grow at Single-Digit Annual RateNovember 24, 2015Due to oversupply and price competition between suppliers of lighting LEDs, IHS forecasts the total Chinese market for packaged LEDs to grow at single digit annual rate. The total Chinese market for packaged LEDs was $6.7 billion in 2014, with $3.8 billion for the lighting application, according to the latest data in the Packaged LEDs Report – China – 2015, a part of IHS LED Intelligence Service.
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Nokia returns to devices through a bold technology licensing strategyNovember 17, 2014In an audacious move, just months after the close of the Microsoft's acquisition of Nokia's Devices & Services unit, Nokia is looking to enter the device market with Nokia-brand devices made by partners using Nokia's technology assets.
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Huawei takes a leaf from Xiaomi’s book with European Honor brand launchNovember 03, 2014Huawei beats Xiaomi to offer its direct to consumer Honor range of handsets in Europe. The European Honor handsets will be distributed exclusively via online channels. The initial smartphone models include chipsets from Mediatek and Huawei's Kirin and are priced aggressively at €139 and €299. This is a bold brand strategy for Huawei because it risks spreading itself too thin and also risks its established operator relationships.
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Rapidly rising Xiaomi launching smartphones in India despite issues with business modelJuly 29, 2014Chinese smartphone manufacturer is lauching in India as part of its gradual international expansion. The Indian smartphone market is booming and Xiaomi should be able to capture a significant portion of it. However, it is unclear whether Xiaomi's business model can work outside of China where it cannot rely on its appstore for revenue.
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Google's Motorola Mobility sale will boost Lenovo in the US Mobile MarketJanuary 29, 2014The deal with Lenovo confirms that Google's main interest in buying Motorola was its patent and IP portfolio. Also, Google removes the channel conflict with other Android smartphone makers but has made a significant loss on its investment. Lenovo's $2.91bn barely covers the cash acquired as part of Motorola Mobility. It's happening now because Google has settled intellectual property cross licensing with Samsung. Lenovo benefits in four key areas through the acquisition: Entry to the US mobile market; brand assets; mobile engineering expertise; and a stronger Google relationship. IHS believes Lenovo is right to plan to use the Motorola brand in the US, but its own brand in China and emerging markets because of Motorola's very weak footprint outside the Americas.
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Industrial Electronics Turns Around in 2013 with Double-Digit GrowthJanuary 28, 2014The global market for industrial electronics semiconductors ended 2013 on an upbeat note, with overall revenue up convincingly from the previous year and reversing the disappointing decline of 2012. Industrial electronics chip revenue for 2013 amounted to $33.7 billion, a solid 11 percent rise from $30.4 billion in 2012. he double-digit increase expected in 2013—once final figures are confirmed for the fourth quarter—will show that the market recovered nicely from the 5 percent loss of 2012.
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Home Automation Market on the Road to Defragmentation with HAIs ‘Connectivity Partnership’June 06, 2013Earlier this month, HAI by Leviton announced that Yale Real Living has been added as a ‘Connectivity Partner’, enabling the integration of Yale’s ZigBee and Z-Wave door locks into the HAI by Leviton home automation systems...Subscribers Only