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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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From: VinnieBagOfDonuts6/14/2019 4:46:22 PM
4 Recommendations   of 161382
 
5G Device Ecosystem Prepared by GSA based on data from the GSA Analyser for Mobile Broadband Devices (GAMBoD)

GSA Report |May 2019 | 5G Device Ecosystem
© Copyright 2019 Global mobile Suppliers Association

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My take:
  • The report ( drive.google.com ; otherwise accessible via free registration) adds the actual table of devices naming chipset providers Qualcomm, Huawei, Samsung and Mediatek.
  • Seems to me reports like this show how Q is helping drive 5G adoption in a competitive market rather than stifling competition through unfair business practices that require draconian remedies which hopelessly conflicted parties (LG & ACT) support via amicus briefs opposing a "stay pending appeal".
  • 5G competitor Samsung settled with Q, competitor Mediatek has agreements in place with Q (kudos to WWW comments 6/1 & 6/2) and Huawei hasn't skipped a beat in its 5G aspirations while "negotiating" over the past 1.5 years or so.
  • So, where's the competitive harm that was erroneously found to have happened in 4G/LTE and that is expected to continue or magically appear in 5G?
  • Finally, if smaller modem chipset customer firms like LG lose the ability to offer flagship phones with the fastest data rates/volumes and shortest latency because they either
  1. lack the scale/money/expertise to vertically integrate a high-end modem (like Samsung and Huawei do and Apple endeavors) or
  2. lack a source for leading (bleeding) edge modems if Q were to decide to exit (spin off?) or otherwise had a legal basis to stop sales and competitors like Mediatek couldn't meet the specs,
  • ... then the fault will lie largely with Judge Koh's ruling/remedies and short-sighted customers like LG who cry foul when their enablers seek fair compensation for both their patented technology and their modem and ASIC end products .
-------------
Key facts

Since the start of 2019 the number of 5G devices has grown rapidly; starting
with a few announcements, and then gathering pace as operators in various
parts of the world brought their first commercial 5G services to market. As
more services go live during 2019, we can expect the device ecosystem to
continue to grow quickly. GSA will be tracking and reporting regularly on 5G
device launch announcements. Its GAMBoD database will contain key details
about device form factors, features, and support for spectrum bands. Summary
statistics are released in this regular monthly publication.

By the end of May, GSA had identified:
  • nine announced form factors (phones, hotspots, indoor CPE, outdoor CPE, laptops, modules, snap-on dongles/adapters, IoT routers, and USB terminals).
  • thirty-three vendors that have announced available or forthcoming 5G devices.
  • sixty-four announced devices, up from 50 in May and 33 in March (excluding regional variants, re-badged devices, phones that can be upgraded using a separate adapter, and prototypes not expected to be commercialised)
  • seventeen phones (plus regional variants)
  • six hotspots (plus regional variants)
  • nineteen CPE devices (indoor and outdoor, including two Verizon-spec compliant devices)
  • sixteen modules
  • two snap-on dongles/adapters
  • two IoT routers
  • one laptop
  • one USB terminal.
  • 5G chipsets from five vendors – Huawei, Intel, Mediatek, Qualcomm and Samsung – although Intel has announced its withdrawal from the 5G modem market.

Not all devices are available immediately and specification details remain
limited for some devices.

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To: benhorseman who wrote (158142)6/14/2019 5:06:24 PM
From: Maurice Winn
6 Recommendations   of 161382
 
Qualcomm's lawyers make the mistake of saying 5G is a market. Defined stupidly tightly yes,. but for regular humans who wouldn't know a Snapdragon if it bit them, the market is all those cellphone things you can buy to make phone calls and get the Net. That includes WiFi devices as they can do that too as WhatsApp does the phone calling.

The FTC has never defined a 5G chip market, and for good reason — such a market did not exist at the time of trial, and the uptake of 5G-enabled devices is a small fraction of the overall handset market,” Qualcomm argued in its stay request.

Note that phone calls don't have to be old school, last century phone calls. The "market" has widened to include voice over IP. So "the market" should be more like "an internet connection is available somewhere or other".

On reflection, maybe Qualcomm lawyers were not agreeing that 5g or 4g or 3g or subsets are markets. Maybe they were just pointing out the silly FTC defining absurd markets.

Mqurice

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From: Bill Wolf6/14/2019 8:46:59 PM
   of 161382
 
dupe post deleted

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To: Bill Wolf who wrote (158550)6/14/2019 9:01:05 PM
From: Silcon Observer
   of 161382
 
But the issue is they are fabed at TSMC, which might have US tech. So they also have to find a Fab without US tech..

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From: waitwatchwander6/14/2019 9:52:13 PM
5 Recommendations   of 161382
 
App Association informs Koh it does not support the staying her ruling

courtlistener.com

I don't get this App Association. They support Apple taking 30% as well as other matters Apple supports which barely have relevance to the software their members sell. It's almost as if it's a proxy for something other than their industry.

actonline.org

Been Here Before

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From: Bill Wolf6/15/2019 8:42:24 AM
1 Recommendation   of 161382
 
The hot new debate over the future of the smartphone

axios.com

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From: Bill Wolf6/15/2019 8:50:55 AM
13 Recommendations   of 161382
 
Qualcomm’s Dean Brenner explains 5G spectrum and the ‘game changer’ DSS
Jeremy Horwitz@horwitz June 14, 2019 6:05 AM

venturebeat.com

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To: Bill Wolf who wrote (158567)6/15/2019 10:27:38 AM
From: waitwatchwander
   of 161382
 
System and method for spectrum sharing management using dynamic spectrum policy enforcement

patents.google.com

I suspect Qualcomm, Huawei and others all have patents down this line and this method does operate beyond the chipset although that beyond is also beyond the handset. Is the network operator the licencee for this patent or the handset user? That's a dilemma. Huawei suit against Verizon highlights this matter.

What single authority is tasked with resolution of these matters? The war is being waged on these grounds.

At a least, getting this issue on the table helps. Having the likes of the uninformed leading the charge here probably doesn't.

ps The operator/user dilemma above occurs within all network servers. We rarely hear of these issues within non cellular networks. Is that because non cellular network IP is encased solely within the device chipset? Qualcomm (and the rest of the cellular industry) does need to address this matter.

pps The device vs chipset issue has mostly come about due to integration of more and more radio functions into a single chipset. This wasn't the case during the early years and may still not be the case today given the digital/analog CMOS divide. Isn't power management still a separate chipset offering? Another bum biter brought on by Qualcomm's own efforts (and integration success).

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To: Bill Wolf who wrote (158559)6/15/2019 6:55:17 PM
From: THE WATSONYOUTH
8 Recommendations   of 161382
 

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To: Bill Wolf who wrote (158567)6/16/2019 12:21:37 AM
From: Jon Koplik
2 Recommendations   of 161382
 
good thing Q's Dean Brenner did not become a college dean.

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