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Maravedis-Rethink

Wireless Watch 566 November 6: Has Android peaked?

Wireless Watch 566 November 6: Has Android peaked?

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Key issues:
Samsung has peaked in smartphones, perhaps Android has too The dream of unified SDN already being killed by industry politics
 
Comment:
  • Softbank brings its own networks man to Sprint as churn continues
  • China threatens to make a deep hole in Qualcomm’s growth
  • Apple turns payments tide towards NFC, but others may reap the reward
  • UK prepares for 5G and quad play, but still lacks 2G coverage everywhere
  • EBU digs in to defend 700MHz from marauding MNOs
  • Cost cuts boost ALU again, but is recovery sustainable?
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