Wireless Watch 626

Key Issues:

• MNOs seek new OTT relationship, as Joyn and VoLTE prove blunt weapons 2
• MWC: Operators vye for 5G glory, but Huawei focuses on 4.5G 8

Comment:

• Qualcomm launches gigabit LTE modem, ARM and CEVA snap at its heels 13
• Six weeks to go, and the 600 MHz auction looks like an old-school affair 16
• MWC: Sequans in spotlight as LTE-M fights back against LPWA challengers 18
• Nokia and ALU boost profits in their last quarters apart 21

Start-Up Watch:
Intelligent Energy secures $7.5m to develop smartphone fuel cell 22
M&A Watch:
Vodafone and Liberty combine Dutch assets, changing the quad play rules 24
4G Watch:
India allows RAN sharing, improving 4G economics at last 26
IoT Watch:
eSIM extends its reach to wearables, cars and global roaming 27
Mobile Apps and Content:
Apple Pay launches in China; Mobile gaming will be worth $74bn by 2020 29
Regulatory Watch:
GSMA calls for radically new regulatory framework for digital age 31