T-Mobile and Space X Connect Nowhere

On August 25th, T-Mobile and Space X announced their “Coverage Above & Beyond” partnership to bring about the “end of mobile dead zones”. The announcement was made by Mike Sievert, CEO of T-Mobile and Elon Musk, CEO and Chief Engineer of Space X at a media event that took place at Space X’s Starbase in Texas. It is one of a growing number of announced partnerships, ventures, and rumors of similar nature and purpose of expanding the frontier of connectivity where it hasn’t gone before.

Though the partnership between Space X and T-Mobile was announced as a technology partnership, that didn’t stop T-Mobile’s Mike Sievert from setting some commercial expectations. “Coverage Above & Beyond” promises to provide satellite-based cellular connectivity directly to T-Mobile’s current smartphones thereby providing coverage anywhere in the U.S., its territories, as well as the vast unregulated oceans.

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CHIPS Act: A Vital First Step

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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The Next Digital Transformation

The Milken Institute Global Conference provided neXt Curve a unique opportunity to engage with a diverse community of leaders and thinkers across industries and domains of expertise to contemplate the role and essentiality of connectivity, computing technologies, and digital transformation in helping societies, economies, and individuals adapt and thrive through crises of humanity and nature as they look forward and create a more connected, resilient world.

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Snapdragon – One Roadmap to Rule Them All

Qualcomm’s Snapdragon Tech Summit took place on the Big Island of Hawaii from the 30th of November to the 2nd of December. The central theme of the event was the reimagining of Qualcomm under its new CEO, Cristiano Amon. The cornerstone of this reinvention is Snapdragon which represents Cristiano’s vision for Qualcomm’s future and its strategy for expanding its business by pursuing and catalyzing new market opportunities where the emerging edge cloud and mobile computing meet.

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Qualcomm Smart Cities Accelerate 2021: Key Takeaways

Qualcomm Smart Cities Accelerate 2021

On September 28th, Qualcomm hosted its Smart Cities Accelerate event at their corporate headquarters in San Diego, California. On an unusually cloudy day, hundreds of attendees congregated outside for registration and a pre-event breakfast. The conference promised to be packed with exciting updates on Qualcomm’s progress with its IoT (Internet of Things) business and smart city ambitions. The IoT has become growing part of Qualcomm’s business which grew 83% year over year to a sizable $1.4 billion in Q3 of 2021.  

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IAA Mobility 2021: Key Takeaways

event featured the heavyweights in the semiconductor industry on the main stage of IAA Mobility, most notably, Cristano Amon, CEO of Qualcomm and Pat Gelsinger, CEO of Intel. Both business leaders presented back-to-back keynotes that offered common and divergent perspectives on the role of silicon and connectivity in the future of the car. Collectively, Cristano and Pat outlined an ambitious future for the car founded on the projection of digital technologies of the data center and smartphone on the automobile.

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Qualcomm Tech Summit 2020: Key Takeaways

neXt Curve attended Qualcomm’s premiere event which typically takes places in Maui, Hawaii. Unfortunately, due to the pandemic, the event was virtual but we got the scoop on everything to get excited about the newest edition of Qualcomm’s Snapdragon platform. The new chip set continues to integrate best-in class 5G technologies with powerful mobile compute enhancements that will provide Android smartphone OEMs a wide palette of feature differentiation to pursue in 2021.

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Industry Insight: When Apple Goes 5G, It Matters

“Hi, Speed”. There couldn’t have been a more glaring hint than the splash page for the special iPhone event held on October 13, 2020. As we all suspected, Apple unveiled the 5G iPhone. But it wasn’t just one phone. It was the entire iPhone 12 line up configured with what can only be the latest 5G modem and RF module. If anything, this line up is a shot in the arm for 5G that has suffered a lackluster start and growing doubt about its value to the average consumer. This is what operators around the globe have been waiting for, the 5G iPhone.

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Industry Insight: Nvidia + Arm – An Industry Positive or Negative?

Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.

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Industry Insight: Qualcomm/Huawei Settlement

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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