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Huawei looms large over Trump’s decision on Broadcom-Qualcomm dealMarch 16, 2018The decision handed down by the Trump administration essentially put an end to the months-long $117B hostile bid by Broadcom (AVGO) for Qualcomm (QCOM). Trump cited national security and US competitiveness in the upcoming 5G transition as reasons to block the troubled acquisition. However, behind the scenes, a clearer picture is emerging as to the threat that US perceives China – specifically Huawei - as being on the future competitiveness in the wireless sector of the market. Thus, this business-friendly administration ultimately yielded to national interests in handing down their decision.Subscribers Only
CES 2018: Smartphone, AR & Mobile HardwareJanuary 23, 2018This report provides the mobile hardware trends, smartphone launch analysis, as well as AR trends, based on CES 2018 held in Las Vegas in January 2018.Subscribers Only
Will clouds of consolidation rain on the semiconductor industry’s parade of innovation?January 19, 2018This past November Broadcom Limited submitted an unsolicited bid for rival semiconductor supplier Qualcomm in what would be the largest acquisition in semiconductor industry history. Broadcom offered to acquire Qualcomm for...
System-level RF solution at the forefront of Qualcomm’s increased RF front-end tractionJanuary 08, 2018Since the onset of LTE technology several years ago, one of the most critical attributes for the success of major smartphone RF component suppliers has been product portfolios that exhibit system-level expertise. For the most...
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...
The Pixel 2 sets the standard for smartphone photography, but will it spark a new trend?October 25, 2017On October 4th Google announced its latest iteration of flagship smartphones with the Pixel 2 and the Pixel 2 XL. Like the name suggests, the XL model is a larger form-factor with a bigger battery, a larger screen with...
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.
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
Envelope Tracking ICs: Increasing Power Efficiency and Other Benefits to the Mobile EcosystemSeptember 27, 2017The battery life of a smartphone is under attack. The Lithium polymer battery in a smartphone simply hasn’t been able to keep up with the growing requirements of demanding users. Increasing screen sizes and...
包络追踪芯片: 能效提升以及对移动通信生态系统的额外福利September 27, 2017智能手机的电池续航能力持续受到挑战。智能手机中的锂聚合物电池容量无法满足重度用户不断增长的需求。持续增长的屏幕尺寸和越来越多的应用场景如在线视频，以及基于摄像头和导航的应用给移动设备的电池续航时间带来越来越大的压力...
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
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...
The market implications for the refreshed Snapdragon 600 tierMay 08, 2017Qualcomm has announced a refresh of its high-tier smartphone platforms with the Snapdragon 630 and 660, an update to the 653 and 626, just announced last fall. These updates come in time to answer some of the products being...
Spreadtrum powers first 4G feature phone in India, but what does the future hold?April 24, 2017Spreadtrum has announced that its mobile SoC, the SC9820, is powering the first commercially available 4G feature phone in India. The proclamation comes on the heels of a combined $22 billion investment in...Subscribers Only
Samsung seeks to reestablish its reputation for innovation with “infinity display” Galaxy S8March 29, 2017The S8 and S8+ are visibly differentiated smartphones because of their large Samsung displays, tiny bezels, and fast chipsets which all play to Samsung group’s competitive strengths. Samsung’s initial Bixby AI implementation falls short of its goal of being a comprehensive AI assistant because of weak app integration and limited voice compatibility. Provided Samsung can manufacture sufficient volumes of S8 and S8 + smartphones, and has no new reliability issues, the S8 will be a success for Samsung. The strong industrial design will support the Samsung brand and provide a foundation for Samsung’s ecosystem ambitions with VR, Bixby AI, and enterprise offerings.
Qualcomm Bookends LTE product portfolio with budget Snapdragon 205March 22, 2017Qualcomm’s snapdragon 205 brings LTE connectivity to budget phones, indicating the company has not lost sight of the market segment. The latest SoC is aimed particularly at developing markets including India and...Subscribers Only
Handsets & Smartphones Market Monitor Q4 2016: Global market rebounded and Samsung shows resilience after the Note 7 recallMarch 07, 2017Handsets & smartphones market monitor report Q4 2016Subscribers Only
MediaTek announces mass production of X30, Helio moves to 10nmFebruary 27, 2017MediaTek has officially announced its newest and most premium focused SoC, the Helio X30. There are many enhancements with the X30 including but not limited to the semiconductor process technology, the CPU architecture...
Qualcomm Extends LTE-A Pro Leadership with Snapdragon X20 ModemFebruary 24, 2017On February 21 Qualcomm announced its second generation gigabit class modem in the form of the Snapdragon X20, a discrete (thin) modem solution capable of Cat 18 downlink speeds (1.2Gbps) and...
In a Mobile SoC world, what’s left for thin modems?January 18, 2017The standalone cellular baseband or thin modem has been one of the most volatile sub-segments of the mobile handset IC market in the past several years. There has been only one major OEM which has consistently used...Subscribers Only