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Rethink Technology Research

Wireless Watch 602

Wireless Watch 602

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Key Issues:

  • Ericsson’s SK alliance epitomizes the new operator-vendor deal 2
  • Pichai must now deliver the growth while Google’s founders play 9


  • Softbank recovers from Sprint wobble, as WiFi disrupts the MNOs’ market 14
  • GE’s industrial internet march continues with Predix Cloud 18
  • Display firms invest heavily in one of the last smartphone differentiators 20
  • Carmakers win Nokia Here, may need it to fend off Apple in future 22
  • Qualcomm buys Ikanos for fixed line and smart home growth 25
  • Latest video codec war declared by Cisco with Project Thor 26
  • LTE expansion is no remedy for China’s market saturation 29

Start-Up Watch: raises $16m for its bid to create NFV ecosystem 31

M&A Watch:
Opera’s shift to mobile advertising may have attracted Facebook; Europe’s M&A tide flows eastwards 32

4G/5G Watch:
Huawei claims to boost TD-LTE uplink capacity by 50%; Samsung creates vision of ‘space internet’ for the 2020s 35

IoT Watch:
Qualcomm’s new jewel takes lead role in Bluetooth mesh 37

Spectrum Watch:
LMDS spectrum may finally have its day in the sun 39

WiFi Watch:

  • Virgin’s UK homespots will push Liberty WiFi leadership; iPass close to hotspot tar-get with Devicescape deal 40
  • Devices and Components:
  • Project Ara postponed because drop tests failed 43

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