Wireless Watch 635: Intel and ARM, contrasting fortunes

Key Issues:
The best of times, the worst of times: ARM and Intel in sharp contrast in Q1 2
Android’s golden age ending, amid EU charges and emerging new platforms 9

• EU officially charges Google with Android antitrust violations 9
• If Android’s wings are clipped, other Google platform elements may gain 11
• Beacon privacy pushes Eddystone deeper into the web experience 13

Comment:

• Is open source the only road for NFV? 15
• Ericsson offers unified CDN, signs China Telecom 19
• What next for towercos after the M&A merry-go-round slows? 23
• iPhone sales may fall in Q1, prompting supplier reshuffle 27
• Liberty could step in if EC prevents O2 UK sale to Hutchison 29

M&A Watch:
Mitel buys Polycom to boost its mobile-first UC offering 31
IoT Watch:
Android Auto extends its footprint to 29 countries 32
IPR Watch:
Chinese royalties flow again for Qualcomm 33
WiFi Watch:
XCellAir and Benu partner for managed WiFi services 34