Key Issues:

• Nadella sidelines devices in radical restructuring around the cloud
• Thread could deliver smart home to ZigBee, but under Google’s thumb
• Apple’s outdated upgrade cycle starts to hit its supply chain  

Comment:

• IBM/Apple deal: a big win for iOS, hitting BlackBerry and Windows
• Americas’ mobile map changes again, north and south of border
• Chromebook vital for Intel, dangerous for Microsoft
• Samsung and MediaTek attack Qualcomm’s LTE SoC dominance
• China and Korea crack down on device subsidies