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Rethink Technology Research

Wireless Watch 611

Wireless Watch 611

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Key Issues:
  1. 600 MHz auction may not be goldmine as US carriers look for higher bands 2
  2. Open innovation vs protected QoS – spectrum disputes intensify 2
  3. FCC announces rulemaking for high frequency 5G bands 9
  4. Incentive auction looks like an anachronism before it’s started 11
Comment:
  • Consolidation at last as India’s RCom chases two mergers 15
  • ARM pushes Mali towards the IoT, but high end designs star in Q3 results 18
  • Cablecos get ready for wireless primetime, but still need those MVNOs 21
  • Could Intel co-design and manufacture an iPhone SoC? 23
  • Freescale first to allow Thread and Bluetooth to work together 25
M&A Watch:
If DT sells T-Mobile Netherlands, could Liberty swoop for KPN? 26
IoT Watch:
Nemeus puts LoRa and Sigfox on a single chip 29
Spectrum Watch:
Polish LTE auction proceeds are five times more than expected 30
Devices and Components:
Qualcomm claims full set at BBWF; G.fast, 35b, Wave 2 WiFi and AV2 31
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