Is owning lots of 5G patents equal to 5G technology leadership?

Intel Foundry Services (IFS) marked a significant milestone on Feb 21, 2024, with its highly anticipated debut event, where the company unveiled its comprehensive strategy and roadmap. The occasion was also highlighted by the enthusiastic backing from its key customers and partners.

In this episode, Bob O'Donnell, President and Chief Analyst at TECHnalysis Research, and I analyze  IFS's present status. We explore the challenges and opportunities that lie ahead for them, shedding light on the dynamic landscape of their business. Additionally, we examine CEO Patrick Gelsinger's pivotal role in orchestrating the IFS's transformative journey.

Apple's Vision Pro has the potential to change the XR landscape entirely because of its high-end feature set, pricing point, and ecosystem. Its impact on the consumer market is very profound. But not yet clear on the Enterprise market. 

In this episode, I talk to Vishal Shah, GM of XR and Metaverse business for Lenovo, about the needs of the enterprise market, the impact of Vision Pro, and how Lenovo differentiates its XR offerings. 

In this episode, fellow analyst Leonard Lee from Next Curve and I discuss our impressions and the key takeaways from the recently held Industry Analyst Day 2023 of Marvell Technology.

Marvell executives pitched how they are well positioned to exploit the massive surge in interest in Gen AI through their custom silicon and interconnect offerings. They also talked about the roadmap for leadership in  Automotive Ethernet. 

Recent market developments, like license litigations and the need for high-performance, low-power processors, have heightened the focus on RISC-V, the open standard Instruction Set Architecture (ISA).In this wide-ranging discussion with the RISC-V International CEO, Calista Redwood, I discuss where the ISA currently stands, how the ecosystem is expanding, what the challenges are, and when the market can expect RISC-V to support more complex, high-performance workloads, and be a formidable competitor for the incumbent Intel's X-86 and Arm architectures.

While everyone is looking for the proliferation of 5G IoT, LoRAWAN has been revolutionizing the low-power, long-range IoT industry for a long time.

In this episode, I discuss with Donna Moore, the CEO and chairwoman of LoRa Alliance, the current state of LoRa WAN, its unique characteristics, the most suitable use cases, how it complements 5G IoT, and how the Alliance is helping the ecosystem. 

Apple's announcement of the Vision Pro XR headset fundamentally changed the dynamics of the XR industry. My good friend and fellow analyst Leonard Lee from Next Curve and I discuss Apple's positioning of the device, its impact on the XR industry, especially existing players, and strategies they can utilize to compete with Apple.

As the vRAN / Open RAN deployments are slowly ramping up, there are a lot of questions on the best compute architecture to use, especially for L-1 processing. The objective is to utilize the most power-efficient, cost-effective, and scalable option. The popular choice seems to be using optimized silicon instead of a generic CPU.

In this episode, I talk to Joel Brand of Marvell Technology about why silicon optimized for radio workloads such as DSP-based accelerator is better. Joe also shared details about their Octeon10 Fusion processor announced at MWC 2023 and their partnership with Nokia, Samsung, and others. 

My article on the subject:

What is the best compute architecture for vRAN/open RAN?

This episode was recorded at Verizon's 5G Innovation Lab in San Francisco, during its inauguration event.

I spoke to Brian Mecum, VP of Device Technology and Sports Innovation at Verizon, regarding the lab, partners, applications/services developed there that have become commercial, next phase of 5G for Verizon and more. 

The recent bursting of the Metaverse hype bubble has allowed the AR/VR/XR/MR discussions to be real applications, services and use cases rather than hyperbole. 

In this episode, I had the pleasure of speaking with Thomas Dexmier, Country Head for Australia and New Zealand at HTC VIVE. We discussed the current status of the XR market, the challenges and opportunities that it presents, as well as the exciting launch of the XR Elite headset by HTC VIVE. Additionally, we delved into the rumors surrounding Apple's potential entry into the XR market, and what that could mean for the industry.

In this episode, I talk to Brad Robbins, CEO of Lite Point, a leading test and measurement (T&M) vendor that offers mass market Wi-Fi and 5G solutions.

Brad and I discuss the role of T&M in the technology/product life cycle, Lite Point's business strategy, differentiation, its Wi-Fi 7 and 6G journey, challenges in the year ahead, and more.