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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Brandt Fifer Analyst - Paul EricksonBy Attribute
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CommScope to Acquire Arris for $7.4B, Creating Cable Industry Heavyweight Poised for the FutureNovember 28, 2018US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.Subscribers Only
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Verizon Courts Cord-cutters with Newly-announced 5G Home Service with Free Apple TV or ChromecastSeptember 13, 2018Verizon recently announced the rollout of its 5G wireless home broadband service in the US, 5G Home, with orders opening September 13th, 2018 and launch beginning October 1st in Houston, Indianapolis, Los Angeles, and Sacramento. The company is touting typical speeds of approximately 300 Mbps, peaking at 1 Gigabit, with no data caps. The service is priced at $50/month for existing Verizon subscribers, and $70/month for non-subscribers, and comes with three months of YouTube TV free. Subscribers also receive their choice of a free Google Chromecast Ultra or Apple TV 4K.Subscribers Only
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MediaTek Breaks into US LTE carrier market with Helio P10 in LG X Power for Sprint’s CDMA NetworkOctober 18, 2016On September 16th, 2016, MediaTek announced their first LTE smartphone win for the Sprint network in the US with the LG X Power model LS755. This design win on a major US carrier is significant in that it represents...Subscribers Only
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Years in the Making, Intel modem chip finally returns to iPhoneSeptember 21, 2016After months, if not years, of whispers about a significant LTE thin modem design win, Intel’s 3rd generation XMM7360 CAT-9 modem was discovered inside certain models of the latest Apple iPhone 7 and 7 Plus. This was the first time since the iPhone 4 in 2010 that Intel (then Infineon) had a design win in the premier smartphone brand; back in a time when the iPhone was still a carrier exclusive device to AT&T.
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Trade sanction ordeal likely to spur ZTE’s internal mobile chipset effortsApril 19, 2016Two weeks after the US Commerce Department placed trade sanctions on ZTE over allegedly skirting US export controls laws (see US trade restrictions could be disastrous for ZTE’s smartphone business), a 3-month temporary lift of the sanction was put in place after “active” and “constructive” talks with the US government.Subscribers Only
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CES 2016: US wireless carriers end device subsidies opening up market opportunities for mid-range and open channel OEM playersJanuary 19, 2016With all four major US carriers announcing an end to 2-year contracts and device subsidies, smartphone financing and sales will likely undergo a transformational change which will invariably move the US smartphone distribution model closer to that of the rest of the world and expose the real cost of devices to the end consumer.
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AT&T makes a calculated bet on the irrelevance of smartphone subsidiesJanuary 07, 2016As of January 2016, subscribers will no longer be able to get smartphones on a two year subsidised contract. New subscribers will be offered AT&T’s Next plan, and will pay instalments on the full price of the smartphone...
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T-Mobile launches zero-rated Binge On video serviceNovember 13, 2015T-Mobile USA has launched its 10th Un-carrier initiative “Binge On”, offering a new zero-rated streaming video service.
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Apple Launches a New, Costlier Apple TV – Is it Revolutionary or Evolutionary, and Will Non-Apple Consumers Pay for It?September 09, 2015At its September 2015 launch event, Apple debuted the new Apple TV, the first new iteration of the Apple TV product line in over three years. Among the new features were a new remote control with capacitive touchpad and microphone, a new tvOS operating system with SDK and supporting third party applications, Siri-based voice navigation and search, and enhanced gaming capabilities utilizing the gyro- and accelerometer-equipped remote as a gaming controller. The new device is powered by a 64-bit A8 processor, and is equipped with Bluetooth 4.0, 802.11ac MIMO wireless connectivity, and an infrared receiver. Pricing for the 32GB and 64GB versions is $149 and $199 respectively, with availability beginning October 2015 in the US.Subscribers Only
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South Korea's Telco LGU+ Integrates a Sound Bar and an Android TV UHD Set-top BoxAugust 05, 2015LG’s latest product for its IPTV service LG U+ takes form of a sound bar integrated with an Android TV-based UHD STB, featuring two woofers and four front speakers within a space-saving TV speaker base form factor. Though the basic concept has previously been explored by Samsung in soundbar form, this is the first integrated IPTV STB and sound system in a TV base form factor.
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Onkyo Expands its High Resolution Music StoreFebruary 20, 2015Home AV hardware company Onkyo has launched a digital music store, Onkyo Music, in the UK, the US, and Germany. Onkyo Music offers “hundreds of thousands” of high resolution music tracks for purchase. The e-Onkyo music download service first launched in 2005 in Japan, and Onkyo Music is the company’s expansion of the concept. The store is a partnership with digital music specialist 7Digital, and is a download-to-own service with no streaming option. High resolution music is priced at $15-25 per album and $2-4 for single tracks, and the site allows search and download of lower-resolution CD-quality tracks as well. Onkyo is currently developing the Onkyo Music app for iOS and Android, and plans to allow files to be downloaded to multiple devices, whilst also being stored in a cloud locker.Subscribers Only
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Xbox One update: Microsoft’s march to control your living room continues forwardAugust 21, 2014At the 2014 Gamescom trade fair, Microsoft announced that the Xbox One would soon be updated in a number of ways, and detailed new features being rolled out first to members of its early access program. Most prominently discussed was the ability to stream live TV content from the Xbox One over the local network to smartphones and tablets running the Xbox SmartGlass app.Subscribers Only
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Google returns for round 3: Android TV makes its debutJuly 17, 2014With Android TV, Google is entering the OTT video market at the operating system level for the third time. While its previous two efforts revolved around a separate platform, Android TV represents the crystallization of a single, unified Android operating system – Android L – that no longer cleaves across separate hardware platforms.Subscribers Only
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Apple and Beats: Strategic Synergy or Questionable Value?June 11, 2014Apple is to buy Beats Electronics for $3 billion, which is not only the largest acquisition in the Cupertino-based company’s history, but also its most high-profile strategic investment to date. The deal comes after handset competitor HTC recently sold the remaining half of its $309 million, 50.1% controlling interest of Beats back to the company for $265 million in September 2013.
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Amazon’s Fire TV: suddenly, the streaming box market is a 3-way raceApril 03, 2014Fire TV, Amazon’s latest hardware venture and $99, Android-based over-the-top set-top box, is now shipping. Intended to compete against standalone devices from segment leaders Apple and Roku, Amazon’s device contains a robust hardware set, including a quad-core processor, 2GB of RAM, dedicated GPU, dual-band MIMO Wi-Fi, and voice-enabled remote control.
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Amazon’s Fire TV: Suddenly, the Streaming Box Market is a 3-way RaceApril 02, 2014On April 2nd, Amazon announced its latest hardware venture, the $99 Android-based Fire TV over-the-top streaming box. Intended to compete against standalone devices from segment leaders Apple and Roku, Amazon’s device arguably contains...Subscribers Only
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Roku launches new hardware lineup, adds M-GO serviceOctober 09, 2013Roku launched a new product lineup for 2013, along with announcing an agreement with M-GO.
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Broadband Technology Intelligence re-launchesSeptember 29, 2013Welcome to the new Broadband Technology Intelligence service. With this re-launch, we have significantly broadened Broadband Technology's geographic coverage, and tightened its focus. The new service is the...
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Sony Announces New PS Vita and PS Vita TV for JapanSeptember 12, 2013In the run up to the Tokyo Game Show, Sony took the opportunity to announce updates to its Vita branded products and confirm the launch date of the PS4 in Japan. It announced a new version of the PS Vita, the...Subscribers Only
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Sky launches Now TV boxAugust 07, 2013Sky has launched an inexpensive Roku-manufactured set-top box for use exclusively with its Now TV over-the-top (OTT) service. It's available directly from the Now TV website, priced at £9.99 (including...Subscribers Only
