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The importance of embedded security grows in connected microcontrollersJanuary 18, 2019The year of 2018 has been one of the worst to date in terms of both number of security breaches and the number of records that have been exposed.
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Arm goes full-stack with introduction of Pelion IoT PlatformAugust 03, 2018On 2 August 2018, Arm announced the acquisition of data management firm Treasure Data and the launch/re-branding of its IoT platform as “Pelion”. It reportedly acquired Mountain View, CA-based Treasure Data for about $600 million, making it one of the largest acquisitions in Arm’s history. At a time when the large, diverse IoT platform vendor landscape is slowly starting to consolidate, and many vendors are starting to focus more narrowly on the areas where they can differentiate, Arm is taking a contrarian approach by going full-stack, and broadly-horizontal.Subscribers Only
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Mobile World Congress 2018: 5G chipsets are real and launching with smartphones in time for MWC 2019March 09, 2018Latest news on the 5G chipset front from Mobile World Congress Barcelona 2018
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Qualcomm Board of Directors rejects acquisition offer from Broadcom, What’s Next?November 17, 2017On Monday Broadcom’s proposal to purchase Qualcomm for $70 per share was rejected by Qualcomm’s Board of Directors a week after the offer was officially announced. The deal could have potentially created a semiconductor...
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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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Integration and Technology Innovation Provide Opportunity and Drive Mobile RF Front End to new HighsAugust 10, 2017The smartphone is one of the most widespread and versatile devices in the modern world. It has gained immense popularity over the past decade, and now acts as a primary interface with the digital world. In some cases...
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802.11ax, Wi-Fi standard for the Internet-of-ThingsFebruary 20, 2017On Monday February 13th, Qualcomm made an announcement about its upcoming 802.11ax products IPQ8074 and QCA6290. This article will include the highlights from Qualcomm’s announcement, in addition to IHS Technology’s insights and market outlook for the upcoming 802.11ax standard.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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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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After a weak first quarter, where is the wireless semiconductor market headed?July 07, 2016The first three months of 2016 have been more challenging than normal for wireless semiconductor suppliers. While the first quarter is typically a seasonally down period for the industry, the first three months of 2016 have...
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Intel giving up on the smartphone battle to focus on the looming 5G chipset warMay 04, 2016On April 19th Intel announced a restructuring initiative aimed at accelerating the company’s shift from a PC driven business to a business which connects the cloud with the increasingly large base of smart or connected...
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Qualcomm’s business structure more important than ever amidst challenging OEM environmentApril 25, 2016Last year hedge fund Jana Partners pushed Qualcomm management for a strategic review of its business after investing almost $2 billion dollars in the company. Among the items promoted by Jana partners was the idea to...Subscribers Only
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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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Key LTE Advanced Features Paving the Path Toward Gigabit SpeedsApril 01, 2016LTE enabled smartphones made up only 1 in 4 new devices shipped back in 2013. By 2015, that percentage share soared to over half of all new smartphones shipped globally. In fact, LTE is arguably the most successful generational wireless technology having just been commercialized in late 2009 and evolved to capture the majority of the market for new handsets today.Subscribers Only
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Some Like It Hot, But Not Smartphone UsersMarch 16, 2016Few seem to remember the days of bulky brick or bag phones that at the time seemed like marvels of technology. Those mobile phones could only make phone calls, but today the smartphone is central to many people’s...
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US trade restrictions could be disastrous for ZTE’s smartphone businessMarch 09, 2016The US Department of Commerce Bureau of Industry and Security chaired End-User Review Committee (ERC) recently imposed trade restrictions on ZTE Corp. which may make it difficult or impossible for the company to...
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Modem mash-up from Mobile World CongressMarch 04, 2016Mobile world congress (MWC), the largest wireless focused trade show in the world takes place in Barcelona annually. This year’s show took place last week, and as usual there were announcements of new products from...
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Innovation rising as Snapdragon 820 gaining tractionMarch 03, 2016Qualcomm’s Snapdragon 820 received a lot of attention last week at Mobile World Congress in Barcelona. It was found within several newly announced smartphones at the show from OEMs including Samsung, Xiaomi, LG...Subscribers Only
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Flexibility and technology leadership all important as challenges persist in digital baseband marketFebruary 19, 2016In recent years the mobile handset market has provided a large avenue for growth to semiconductor suppliers with strong competitive offerings for the segment. Overall the mobile handset market has grown...
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Flexibility and technology leadership all important as challenges persist in digital baseband market – Part twoFebruary 19, 2016As discussed in the prior article in this two part series, the past year was a challenge for the baseband market with revenue falling and competition increasing, especially from vertically integrated OEMs. Each supplier is...
