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Debra KaufmanNovember 3, 2020
After attaining a position as No. 1 in global smartphone shipments in Q2, Huawei Technologies ceded that position to Samsung Electronics in Q3, according to International Data Corporation. IDC added that Huawei’s global shipments fell by 22 percent, a sign that U.S. efforts to disrupt its supply chain are having an impact. All vendors without a license from the U.S. Commerce Department have been banned from selling chips and other components to Huawei since September 15. Huawei’s domestic sales also fell 15+ percent in Q3. Continue reading Huawei, Apple Drop in Rankings of Top Global Phone Makers
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Debra KaufmanOctober 29, 2020
Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips
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Debra KaufmanOctober 26, 2020
The tech Cold War between the U.S. and China is doing more than disrupting manufacturing: it’s costing a fortune, particularly for the telecommunications and semiconductor industries, in which President Trump has blocked leading companies from both countries from doing business with one another. Chinese companies can no longer do business in the U.S. and U.S. companies are blocked from exporting to Chinese companies. Lost business and the need to replace gear are likely to cost billions of dollars. Continue reading U.S.-China Cold War Hits Semiconductor, Telecom Industries
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Debra KaufmanOctober 26, 2020
In anticipation of the Trump administration’s sanctions, Huawei Technologies spent months stockpiling critical radio chips so Chinese carriers could continue to roll out 5G, through at least 2021. In late 2019, its partner Taiwan Semiconductor Manufacturing (TSMC) boosted production of Huawei’s 7nm Tiangang communication chips, used in 5G base stations, shipping more than two million of them ahead of sanctions taking effect. Under these conditions, Huawei unveiled its new Mate 40 series smartphones. Continue reading Huawei Produces 5G Base Stations, Phones Despite U.S. Ban
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Debra KaufmanOctober 23, 2020
Intel agreed to sell its memory unit to SK Hynix — which makes flash memory components in South Korea — for 10.3 trillion won (about $9 billion). The sale, which includes Intel’s solid-state drive, NAND flash and wafer business and a production facility in the Chinese city of Dalian, will occur in stages through 2025. The deal is expected to improve Hynix’s position in the chip industry, which has boomed after COVID-19, and rids it of one competitor. SK Hynix’s primary rivals are Samsung Electronics and Micron Technology. Continue reading Intel Sells NAND Memory Business to SK Hynix for $9 Billion
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Debra KaufmanOctober 15, 2020
At the company’s second virtual tech product reveal, Apple chief executive Tim Cook debuted four iPhone 12 models that are capable of connecting with 5G networks. Prices for the new phones begin at $699 for the least expensive 5.4-inch iPhone 12 Mini up to the $999 iPhone 12 Pro and $1,099 12 Pro Max. Oscar-winning cinematographer Emmanuel Lubezki made a short movie with the iPhone 12 Pro, which Apple touts is “the first and only device that enables you to capture, edit, watch, and share Dolby Vision video.” Continue reading Apple Touts iPhone 12 Pro as an All-in-One Filmmaking Tool
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Debra KaufmanOctober 13, 2020
The Pentagon and the Federal Communications Commission are preparing separate plans for Defense Department-controlled 5G wireless spectrum, both dubbed the Beat China for 5G Act of 2020. The Pentagon would create a military cellular network and lease extra capacity to the private sector. The FCC wants to auction some of the spectrum in late 2021. The Pentagon’s more detailed plan may go public before the November 3 presidential election. The spectrum is currently used for military radar and aviation. Continue reading Pentagon, FCC Draw Up Rival Plans for Military 5G Spectrum
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Phil LelyveldOctober 6, 2020
“How will advances in network technology over the next 36 months impact the way we watch movies, play video games, and create and produce immersive and engaging experiences?” was addressed during the first “ETC Executive Coffee with…” Zoom session. The September 23rd meeting was hosted by Albert Lao, executive director of solutions architecture for the Americas, Verizon Business Group, who took time to speak with a group of USC students. After a short video describing Verizon’s plans for 5G and edge computing, Lao led a discussion on the future of streaming media, the post-pandemic theatrical experience, immersive media, and other topics related to entertainment and technology. You can watch a 22-minute highlight reel of the one hour discussion or start with a 4-minute preview video. Continue reading ETC Executive Coffee: Verizon’s Albert Lao & USC Students
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Debra KaufmanSeptember 24, 2020
T-Mobile, once the smallest of four national telecom carriers, is now on the road to dominate 5G spectrum to the concern of AT&T and Verizon, which have complained to the Federal Communications Commission. In August, Verizon petitioned the FCC to reassess its greenlight for a new lease that would give T-Mobile an additional 10MHz to 30MHz in the 600MHz band in 204 counties. AT&T just added its voice, with a filing supporting Verizon’s point of view. T-Mobile’s purchase of Sprint made it one of now three major carriers. Continue reading AT&T, Verizon Ask FCC to Limit T-Mobile Spectrum Purchase
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Debra KaufmanSeptember 14, 2020
Next year, Huawei Technologies will begin to sell phones running its own operating system, HarmonyOS, and app ecosystem. After the Trump administration limited the Chinese company’s access to U.S.-originated components and chips built with U.S. technology, Huawei was cut off from all Google software. Nonetheless, in Q2, its phones were top sellers, beating out Samsung and Apple, mainly due to strong domestic sales. The beta version of its new phones will be available to app developers by the end of 2020. Continue reading Huawei to Sell Phones with Its Own OS and App Ecosystem
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Debra KaufmanSeptember 9, 2020
Samsung Electronics inked a $6.65 billion contract for 5G gear with Verizon Communications. With the agreement, which lasts until the end of 2025, Samsung will provide Verizon with network equipment, installation and maintenance, a boost to the South Korean company’s efforts to become a major 5G supplier. According to Dell’Oro Group, Samsung supplies 13 percent of the total 5G network market sales. Meanwhile, T-Mobile, which has launched a 600MHz 5G network, debuted 2.5GHz mid-band 5G towers in almost 90 locations. Continue reading Samsung and Verizon Close Major Deal for 5G Network Gear
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Debra KaufmanSeptember 8, 2020
If Nvidia acquires Arm Ltd. in the next few weeks, which many experts predict will happen, the company may be in the position to dominate the next computing ecosystem. Jefferies semiconductor analyst Mark Lipacis notes that, the computer industry goes through a “strategic inflection point” every 15 years, with research showing that dominant players in each era account for 80 percent of the profits. Different ecosystems are the result of “multi-pronged” strategy by those companies that come out on top. Continue reading Nvidia Purchase of Arm Signals Inflection Point in Computing
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Debra KaufmanSeptember 4, 2020
Niantic, the company that successfully created augmented reality experiences of Pokémon, Harry Potter and other intellectual properties, revealed its plans to offer its own consumer AR platform, with hardware, software and support for third-party developers. The Niantic Planet-Scale AR Alliance is a coalition of cell phone partners, including Deutsche Telekom, EE, Globe, Orange, SK Telecom, SoftBank Telus and Verizon that will distribute “exclusive 5G-ready AR content,” publicly demonstrating 5G consumer AR experiences. Continue reading Niantic Gathers Telecom Dream Team to Advance AR Content
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Debra KaufmanAugust 28, 2020
The White House is planning a $1+ billion, five-year investment to fund 12 new research facilities on artificial intelligence, 5G, quantum information sciences and other emerging technologies. Federal agencies such as the National Science Foundation and the U.S. Department of Agriculture will collaborate with private partners including major tech companies such as International Business Machines, Microsoft and others. The Trump administration proposes to spend 30 percent more on these technologies in the 2021 nondefense budget. Continue reading White House to Invest $1+ Billion in AI, Quantum Computing
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Debra KaufmanAugust 18, 2020
The current U.S.-China tensions over technology may result in both countries being impeded from achieving their targets: China’s aim to build a modern technocratic state and the U.S.’s efforts to continue to build lucrative businesses with China’s huge market. U.S. Internet companies are already barred by China’s Great Firewall, and now the U.S. is targeting Huawei Technologies, ByteDance’s TikTok and Tencent Holdings’ WeChat. Secretary of State Mike Pompeo proposed a “Clean Network” free of Chinese apps and other technology. Continue reading China & U.S. Both Stand to Lose in Current Technology Battle