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Home Networks Intelligence ServiceFocused research on the global home networks ecosystem and connectivity within the home for both service provider and retail market segments. Covers cable, DSL, FTTH, and Fixed LTE consumer premise equipment (CPE), with regional and country level data, as well as Wi-Fi, voice, and different access technologies.Subscribers Only
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Smartphone Electronics Design Intelligence ServiceIn-depth analysis of the global handset component market to help devise winning strategies for smartphone design. Includes up-to-date market share information, device-level forecasts, semiconductor market shipment data, and close tracking of the broader smartphone ecosystem, capturing market drivers on both a global as well as OEM level enabling rapid analysis and implementation of strategic and tactical initiatives.Subscribers Only
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Xiaomi showcases the Mi Mix 2S – adding wireless charging as one of the first Chinese OEMsMay 17, 2018Xiaomi Mi MIX 2S is the third generation of Xiaomi MIX series. It is positioned as a showcase device for Xiaomi’s R&D capabilities.
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Vivo’s X21 combines many major smartphone design trends of 2018March 26, 2018Vivo launched the X21 on March 19th. The flagship device features upgrades in hardware design and display technology compared to the previous edition of the phone, the X20.
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New Nokia strengthens brand with Google’s Android One & a curved display smartphoneFebruary 25, 2018HMD Global launched five new mobile phones at MWC 2018, all with striking industrial design. By choosing to only offer handsets with Google's pure Android One or Android Oreo (Go Edition), HMD threatens to disrupt established OEMs with legacy software. The new Nokia 8110 demonstrates featurephones are evolving now with LTE and will not die soon. HMD's flagship Nokia 8 Sirocco has a stunning steel-framed dual curved edge display in a super compact frame which will target Europe.
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Huawei seizes a technology lead with the first LTE Cat 18 smartphone & AI in Mate 10 ProOctober 16, 2017The Mate 10 Pro jumps ahead of the competition, including traditional LTE chipset performance leader Qualcomm, by becoming the first smartphone to be announced with a category 18 LTE modem and RF design, which has been made possible by Huawei’s ongoing investment in its HiSilicon chipsets. The Mate 10 range demonstrates Huawei’s scale and its ability to invest in significant strategic smartphone technologies that smaller OEMs cannot match.
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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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With Mi Mix 2, Xiaomi rolls out bezel-less flagship with global appealSeptember 15, 2017Xiaomi launched the flagship Mi Mix 2 smartphone on 11th September in Beijing, it’s the company’s second generation full screen, bezel-less device.
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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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OPPO’s new non-China smartphone should avoid Xiaomi’s international mistakesMarch 23, 2017On 23 March OPPO announced a new F-series smartphone, F3 Plus, which aims at the non-China markets. IHS Markit believes it is a right decision for OPPO to seek growth beyond China, and the company is in a better shape to expand abroad compared with Xiaomi.
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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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Bold start-up HMD launches three Nokia Android smartphones, must avoid nostalgia overshadowing innovationFebruary 26, 2017HMD Global re-launched the Nokia brand into the smartphone market. HMD commits to a pure Google Android experience, Google Assistant AI as standard, and monthly security updates. HMD and Nokia's goal is for Nokia to regain its position as a major mobile handset maker. HMD must be careful not to allow the Nokia brand to become a nostalgia brand with the re-launch of classic Nokia featurephones like the Nokia 3310.
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BlackBerry has a chance of new success, with veteran smartphone brand licensee TCLFebruary 25, 2017TCL launches the first BlackBerry smartphone, the flagship KEYone, since it secured a brand license from BlackBerry the company. The new BlackBerry portfolio has a chance of success, because few companies now offer BlackBerry-style design and features, and the productivity-focused smartphone segment is underserved. But TCL must be careful not to price itself out of its target segment.
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Smartphone patent licensing landscape in key regionsAugust 17, 2016The objective of the article is to examine patent rulings in the past few years that have made major impacts on the smartphone industry in four different regions: United States, Europe, India and China. In particular, this article will examine the following two aspects of the patent industry that are relevant to the smartphone market: I. Rulings made on Standard Essential Patent (SEP) royalty rates II. Recent changes in patent laws for each regionSubscribers Only
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Samsung gives home court advantage to Huawei by litigating in ChinaJuly 25, 2016Last week, Samsung Electronics said it sued Huawei Technologies for patent infringements through multiple courts in China. Samsung’s spokeswoman said the company sued Huawei in Beijing court about two weeks ago for allegedly infringing six of its patents. The types of patents and the other Chinese courts involved in the patent litigation were not provided. Back in May, Huawei sued Samsung in the United States and China for infringement of patents that are related to 4G communications technology, operating systems and user interface software. Suing Huawei in China is Samsung’s first patent infringement filing in response to Huawei’s patent suit filed against them earlier. From the outset, Samsung’s decision to fight Huawei in China seems a little bit surprising considering China is regarded as a jurisdiction with weak patent protection rights. Adding the fact Samsung will be facing a well-known local company at its backyard, the task of gaining benefit from this litigation filing seems like a daunting task. Below are the two major reasons on why Samsung chose China as the first jurisdiction to litigate against Huawei despite the obvious challenges.Subscribers Only
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Patent landscape in China will design Apple’s regional sales strategyJune 23, 2016Recently, there have been numerous reports on Apple Inc.’s iPhone 6 and 6 Plus receiving an injunction in Beijing last month. The court injunction was given by China's municipal tribunal in response to a design patent infringement compliant filed by a smartphone startup named Shenzhen Baili. Until the news was announced, Shenzhen Baili - and its parent company Digione - were an unknown player in the China’s smartphone space and it seem to fit the profile of a non-practicing entity (NPE) - or colloquially referred to as patent troll. Shortly after the court injunction order, Apple appealed the court order requesting a review of the ruling. Since then, Apple’s appeal to review the ruling has been accepted and Apple will be able to sell its iPhone 6 and 6 plus models in China until the order is reviewed by the Beijing IP court.
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Xiaomi has been steadily accumulating patents. Now what?June 11, 2016On May 31, 2016, Microsoft and Xiaomi announced that they are expanding their global partnership. One of the key details of the global partnership was patent cross licensing deal that included the transfer of 1,500 patents from Microsoft to Xiaomi. Also beginning in September 2016, Xiaomi’s Android devices will come pre-installed with Microsoft Office, Outlook, and Skype applications. Other terms of the deal were not released.
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Smart Nokia phone strategy dances around Microsoft’s exit from the featurephone businessMay 18, 2016Microsoft sold its featurephone business unit to HMD and Foxconn for $350m. HMD also acquired the licence to produce Nokia branded smartphones and tablets, finalising Nokia's return to the smartphone market after selling that business to Microsoft in 2014.Subscribers Only
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MWC 2016: Smartphone and Smart Accessory AnalysisMarch 17, 2016At MWC 2016, the major leading smartphone makers launched new flagship smartphones as well as a new range of VR 360 degree smart accessory cameras. Including, Samsung's Galaxy S7 and S7 Edge; Xiaomi Mi5; and notably LG's G5 with a modular expansion capability; and Alcatel's Idol 4S which is bundled with a VR headset .Subscribers Only