This is the June 2023 edition of the neXt Curve Tech Insights newsletter. This edition covers WWDC 2023, Sensors Converge, HPE Discover, Samsung Networks Analyst Day, Cisco Live, Honeywell HBT HUG, hybrid AI, GenAI, 5G modernization, RedCap, Galaxy Book3 and S23 Ultra, and more. Subscribe for tech and industry insights that matter.
Continue readingThis is the March 2023 edition of the neXt Curve Tech Insights newsletter. This edition covers MWC 2023, IoT Slam, Nvidia GTC, ZEDEDA Transform, generative AI, and more. Subscribe for tech and industry insights that matter.
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The CHIPS and Science Act of 2022, signed Tuesday by President Biden, includes the stated purpose of challenging China’s pursuit of technological and manufacturing leadership in the global semiconductor industry. The bill easily passed both the Senate (64-33) and the House (243-187) with bipartisan support in both houses.
While the passage of the CHIPS Act is a historic achievement that directly addresses the need for chip supply chain resilience add capacity in the U.S., it is also a timely and important commitment to a much longer and comprehensive policy effort to ensure long-term U.S. technology and market share leadership in the vital semiconductor industry.
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What is the state of Open RAN? Despite all the excitement, little progress has been made on the commercial front. Brownfield mindshare and presence are yet to be realized amid early-stage greenfield deployments of open RAN networks, most notably Dish and 1&1.
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September 23rd to the 28th. This year, it is all about cloud native. The growth of Huawei’s cloud business is impressive when you consider that it was only four years ago that Huawei launched their Cloud Business Unit (BU). The BU’s achievements in advancing cloud technologies and services toward the edge is also nothing to sneeze at.
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neXt Curve attended Huawei’s Analyst Day (HAS) 2021 which was hosted in-person and virtually from Shenzhen, China. This event shortly followed Huawei’s Annual Report which presented the state of their business during a difficult year for the company as it faced a wide range of sanctions by the US and the global Coronavirus pandemic. HAS 2021 gave us an holistic overview of the progress that Huawei has made in evolving and executing its “survival” strategy over the last two years since the company became the focus of deteriorating relations between the United States and China.
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neXt Curve was in Nice, France attending the premier global event for digital transformation in the telecommunications industry held from May 14th through May 16th and hosted by TM Forum. Leading vendors and operators converged to discuss what it will take help the telecom industry reinvent itself and aid telecom service providers in becoming digital service providers. Now that 5G has arrived in select markets around the globe, the pressure is on for telecom operators to transform their operating models to capture the value promised by the next generation network.
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On December 18th, 2020, SMIC (Semiconductor Manufacturing International Company), China’s largest foundry, was added to the Bureau of Industry and Security’s (BIS) Entity List. This was not a surprising move by the US Department of Commerce given the increasing stringency and aggressiveness of the Trump Administration’s tech trade policy toward China over the last couple of years, especially with the advent of the Coronavirus Pandemic. Besides, Secretary Wilbur Ross indicated in September that SMIC would likely join Huawei on the BIS’s Entity List. What are the implications on the semiconductor industry and the future of 5G?
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neXt Curve virtually attended the 11th annual Huawei Global Mobile Broadband Forum (MBBF) 2020 which was held from November 12th to the 13th in Shanghai, China. The theme for this year’s event was “5G for Good and Innovate for New Value.” Now that we are approaching year two since the first commercial 5G deployments, Huawei is now focusing on accelerating operator value by making deployments easier and faster, and fostering new-breeds of applications that will enable digital transformation across industries. Even in these early days of 5G, Huawei is looking at what is coming next. Here is what neXt Curve found out.
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An unexpected but pleasant surprise was announced at Qualcomm’s recent earnings call. Huawei had settled its $1.8 billion dispute with Qualcomm regarding the licensing of essential technologies. It represents another important win for Qualcomm in its long and hard fought battle with OEMs including Apple to preserve the integrity and vitality of its technology business. It can be considered a win for innovation. But what does the settlement mean in the grand scheme of things and the rising tensions between the US government and Huawei?
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