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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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Silicon Labs’ acquisition of Zentri shows how a semiconductor company can transform itself into a growing IoT companyJanuary 27, 2017On Monday January 23rd, Silicon Labs announced the acquisition of Zentri, a 20-person module and software vendor, for an undisclosed amount. This insight will provide summary and analysis of Silicon Lab’s recent acquisition.
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US operators miss benefiting from Huawei’s Nexus 6P & LG’s Nexus 5X signature Android 6 smartphonesOctober 07, 2015Nexus devices are the signature smartphones for each generation of Android and provide operators, developers and the mobile industry the first exposure to Google’s latest innovations. It's also the first time Google has chosen a Chinese brand to make a Nexus device. US telecom operators are notable among major operator groups in choosing not to range this generation of Nexus smartphones. IHS believes this lack of US operator support is because of misplaced fears. US operators should seize the tactical benefit for their customer acquisition volumes from selling these strong Nexus devices.
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Amazon must change tactics with its Fire smartphone to ignite the mobile marketJune 18, 2014Amazon's debut smartphone includes differentiated and technically impressive features, but none represent the game changer which Amazon needs to drive consumer adoption. At this price, and with this launch proposition, the Fire will struggle to ignite the smartphone market unless Amazon changes its approach.Subscribers Only
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Amazon must innovate with its launch strategy to succeed with an own-brand smartphoneJune 13, 2014Amazon is holding a launch event on June 18 for a new hardware product. Previously, Amazon launched the Kindle eReader (2007); Kindle Fire tablet running Android (2011); and the Fire TV streaming video box (2014). An own-brand smartphone would be a natural next step which Amazon will have at least considered. But Amazon must ask itself: Is launching a smartphone really the best strategy? We set out what Amazon must do to succeed with an own-brand smartphone in this very challenging market.
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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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Nokia aims to revive fortunes with a 41 megapixel Windows Phone smartphoneJuly 10, 2013The new Lumia 41 megapixel camera-centric smartphone will act as a halo product to boost Nokia's brand appeal. IHS forecasts that this smartphone will not ship sufficient volume's to turn around the company's fortunes on its own. Nokia's share of the smarSubscribers Only
