Industry Insight: Qualcomm/Huawei Settlement

Though delayed a 3-month delay due to the novel coronavirus, Release 16 of the 3GPP 5G specifications are frozen and complete. It has been much touted as the first fully or real 5G release as it introduces functions such as standalone 5G-NR that wean it off of 4G radio and core technologies.

Industry Insight: Apple’s China Problem

The big story yesterday afternoon was Tim Cook's surprise letter to investors announcing that Apple's Q1 2019 revenue would come in far below the $89 to $93 billion guidance that it issued back on November 1st of 2018.  Tim rattled off numerous factors that promoted Apple to issue a revenue warning one month prior their first earnings call of 2019.  The most prominent factor - China.

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