Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close):
Through last Friday (Feb 28), the...
Beneath the surface, 5G is driving demand
The Microwave Transmission market, comprised of point-to-point systems, declined 5 percent in 2019, bringing the market revenue down to $3.2 billion—far smaller than the good days of rampant 4G build outs and upgrades that drove this market’s revenue...
The size of the Multi-Access Edge Computing (MEC) Market depends on the goals trying to be achieved. Several factors need to be considered, such as the part of the edge and edge compute applications included in the definition, whether the market being described is...
With COVID-19 novel coronavirus creating havoc and upsetting everybody’s plans, the question on the minds of many people that follow standards development is, “How will it affect the 5G evolution timeline?” The question is even more relevant for Rel. 16, which is expected to...
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains):
As many in the financial community have already articulated,...
The title best describes the current situation after the recent hearing in the more-than-yearlong saga between FTC and Qualcomm. On Feb 13th, 2020, a three-judge panel of the US Court of Appeals for the Ninth Circuit (Ninth Circuit) heard Qualcomm’s appeal to reverse the...
Greetings from snowy Nashville (where I was a technology speaker at the 2020 Country Radio Seminar) and Charlotte, NC. This has been a very busy week for all of us (our Mobile-World-Congress-canceled schedules were quickly filled), and there is a buzz in the telecom...
Trade shows like Mobile World Congress 2020 in Barcelona are an important way many companies, large and small, get publicity for their new 5G wireless products and services like smartphones, tablets and apps. Now that MWC20 is cancelled, what are other effective ways companies...
As I discussed in my previous articles, the industry is finally waking up to the fact that when it comes to patents, quality indeed matters much more than quantity. Also, the realization that simpleton approaches such as standards contribution counting or counting the mere...
Samsung’s much-awaited yearly event, “Galaxy Unpacked 2020,” has come and gone. It had all the pomp and glitter of a major event of a major consumer electronic enterprise. As expected, new flagship smartphones and other devices were announced and demonstrated. There have been numerous...
Greetings from Atlanta, GA (Dwarf House, a.k.a. the Original Chick-fil-A restaurant pictured), and Charlotte, NC. This week’s issue will be entirely devoted to the implications of Judge Marrero’s decision (here) on the telecommunications industry. Because of word constraints, we are going to push several...
Mobile World Congress Barcelona 2020, the largest wireless trade show in the world, is cancelled thanks to the coronavirus. This has been building in recent weeks when company after company has said they will not attend. Now it’s official. The show is off!
This is...
Mid-winter greetings from tornado-ridden Lake Norman, NC, and snow-packed Fraser, CO, where we took in some excellent ski conditions following the Colorado Wireless Association Education Conference in Denver. It was terrific meeting and reacquainting with many of you. A PDF copy of the presentation...
As promised in my previous article, here is a detailed discussion on FTC’s FRAND (Fair Reasonable And Non-Discriminatory) argument in its antitrust case against Qualcomm. FTC argues that Qualcomm agreeing to the FRAND (Fair and Reasonable Anti Discriminatory) requirements of Standards Setting Organizations (SSO)...
Technological improvements in cars over the decades have generally reduced costs or increased performance and safety. “Analog” technologies including collapsible steering columns, crumple zones and seatbelts have saved car occupants from death or serious injury. Many digital technologies have also improved our in-car experience...
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome, there is no doubt...
The pressure is increasing on Huawei. They need to prove they can continue to make it without Google Android and US chips. Huawei introduced their first folding smartphone with their own HarmonyOS. It’s called the Mate X. It will compete with a growing number...
Mobile phone trends have followed a familiar pattern for years: Consumers become accustomed to a new feature, usually starting with their personal lives. Then they begin adopting the behavior in their work lives. For example, if they can check personal email on the go,...
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a red blazer which Adrian...
The stage is set for Feb 13th, 2020, hearing of FTC vs. Qualcomm antitrust case at the United States Court of Appeals for the Ninth Circuit (Ninth Circuit). In preparation, FTC, Qualcomm, and many interested parties have filed their briefs in support and against...
Every time I take a flight, I cringe over how bad the Wi-Fi experience will be. Years ago, I got excited when airlines started to offer Wi-Fi connectivity for the flying public. However, after using the service, I quickly learned it was too slow...
Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake). Thanks again for the emails and comments on last week’s column...
Qualcomm briefed me on how their 5G technology is working with the automotive industry and transforming the driving experience. This briefing was very exciting because it showed what tomorrow will look like and the central role these companies and technologies are playing in that...
As the headline suggests, this analysis should be seen in context. It offers only rapid arithmetic around the World Economic Forum’s (expanding) list of ‘lighthouse’ factories, which claim the most success with digital change. It considers the available data (the location and ownership of...
