3 Chip Companies Set to Profit From 5G

Broadcom, unlike Qualcomm, doesn’t sell mobile applications processors or even standalone cellular modems. It does, however, sell a wide variety of …

5G wireless has been getting a lot of talk lately. While we’ve seen 4G LTE technology evolve rapidly over the past several years, with peak theoretical speeds surging from about 100 megabits per second to north of 1 gigabit per second, 5G promises another quantum leap in transfer speeds. Consider, for example, that wireless chip specialist Qualcomm (NASDAQ:QCOM) says its first 5G modem, the Snapdragon X50, can handle “multi-gigabit” download speeds.

While tech specs are cool, you’re probably wondering which companies can capitalize on the industrywide transition to 5G wireless. Three of them are Qualcomm, Broadcom (NASDAQ:AVGO), and Intel (NASDAQ:INTC).

Intel data center chief with a 5G base station on stage.

Image source: Intel.

1. Qualcomm

Wireless giant Qualcomm makes its money in two key ways: selling chips — primarily applications processors to smartphone makers — and licensing its vast portfolio of wireless patents to companies that sell cellular-capable devices.

On the company’s most recent earnings conference call, CEO Steve Mollenkopf highlighted the importance of the move to 5G, claiming that markets “are unforgiving to companies and competitors that are late to these transitions, especially in the initial ramp years.” He added (emphasis mine): “Our focus and investment priorities over the last couple of years have enabled us to successfully establish a strong technology position and lead the 5G industry transition, which will represent a significant opportunity for Qualcomm to expand revenue and earnings as we exit fiscal 2019.

Later during the call, the head of Qualcomm’s chip business — known as Qualcomm CDMA Technologies, or QCT — expressed the company’s view that 5G will be “a significant expansion, even on existing units, both in revenue and earnings for QCT, but also likely to be an expansion of share.”

Investors should keep an eye on how the 5G transition affects the company’s chip business, as well as its licensing business, over the next couple of years.

2. Broadcom

Broadcom, unlike Qualcomm, doesn’t sell mobile applications processors or even standalone cellular modems. It does, however, sell a wide variety of chips that are key to enabling wireless capabilities in smartphones, including Wi-Fi, Bluetooth, and cellular. Like Qualcomm, it stands to benefit from the transition to 5G.

On Broadcom’s Sept. 6 earnings call, CEO Hock Tan cited the industrywide shift to 5G as something that will push its key customers — including Apple (NASDAQ:AAPL), which makes up north of 60% of Broadcom’s overall wireless revenue — to keep buying its more advanced cellular chips. Those chips tend to cost more, boosting the amount of revenue the chip giant generates from each iPhone sold.

Also worth noting is that the shift to 5G isn’t likely to be a one-time thing for the industry. Just as 4G LTE has become more complex over time — something Broadcom has profited handsomely from — the 5G standard is set to evolve, too. As long as Apple continues to endow its iPhones with increasingly capable cellular subsystems as 5G evolves, something it’s likely to do to keep up with the competition, Broadcom’s wireless business should continue to prosper.

3. Intel

Intel pitches itself as an “end-to-end” 5G solution provider. Apple is said to be planning to adopt Intel’s first commercially available modem, known as the XMM 8160, in the 2020 iPhones, and Intel is also set to power a large portion of the wireless infrastructure that will enable 5G networks. At the Consumer Electronics Show (CES) earlier this month, the company talked about an upcoming chip called Snow Ridge that was “developed specifically for 5G wireless access and edge computing.”

During the company’s CES keynote, Navin Shenoy, the head of Intel’s data-center group (DCG), the company’s second largest business by revenue and the heart of its long-term growth strategy, indicated that the company’s ambition is to, by 2022, grow the company’s market share in cellular base stations to more than 40%. During its Oct. 25 earnings report, the chip giant said DCG revenue from communications service providers rose 30% year over year in its third quarter.

So while current Intel CFO and interim CFO Bob Swan suggested last year that 5G modems will offer better profitability than current LTE products, the company also has a solid play on the infrastructure side of things.

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Advantech – New range of LoRaWAN wireless solutions

Advantech B+B SmartWorx has expanded its range of wireless products with the launch of LoRaWAN wireless solutions. LoRa solutions from the …

Advantech B+B SmartWorx has expanded its range of wireless products with the launch of LoRaWAN wireless solutions. LoRa solutions from the company help users have greater control and management for applications in remote areas, for example, flood monitoring, also in harsh environments including extreme temperatures and high humidity.

The solutions will use LoRa wireless sensing technology to overcome the limits of distance, thereby maximising monitoring efficiency and overall productivity.The key benefits of LoRa cover operation over long distances, from 5km to 15km. A single base station can offer deep penetration in dense urban and indoor regions and can connect rural areas up to 30 miles away. With a protocol devised specifically for low power consumption, battery lifetime is increased over years of operation while offering high capacity able to support millions of messages per base station, which is perfect for public network operators assisting many customers.

The new LoRa Product Portfolio comprises the WISE-6610 LoRa Gateway (LoRaWAN Private) which supports 868/915Mhz, meets Cat. 4 LTE and has a 9~36VDC Power Input. And the battery-powered Wzzard LRPv2, based on Modbus RS485, 4AI/2DI/1DO features a very extensive operating temperature range from -40C~+75C and is protected to IP66.

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GSM Services Market 2019-Business opportunities, Latest Insights with Leading Players Verizon …

… Players Verizon Communications, AT and T, Vodafone Group, China Mobile, Nippon Telegraph and Telephone, Softbank Group, Deutsche Telekom …
GSM Services Market

GSM Services Market

Global GSM Services Market 2019-2023:

The growing demand for GSM Services has provided a major boost to the Global GSM Services Market as more people are shifting their preferences to this growing sector. The market is expected to keep rising at a high CAGR and reach values of high millions by the end of the forecast period of 2018 up to 2023. The global GSM Services market report covers every aspect of the market including statistics and key insights for the customers.

Global System for Mobile Communications (GSM) services are a standard collection of applications and features available to mobile phone subscribers all over the world.

The GSM standards are defined by the 3GPP collaboration and implemented in hardware and software by equipment manufacturers and mobile phone operators and the common standard makes the same phones with different companies’ services, or even roam into different countries.

The global GSM Services market has been segmented by region which includes the United States, Canada, Mexico, Germany, France, UK, Italy, Russia, China, Japan, India, Korea, Southeast Asia, Australia, Brazil, Middle East, and Africa. The region wise segmentation ensures that the customers attain utmost knowledge of the market trends in each region and hence can plan accordingly to gain the maximum market share.

Get Sample PDF of report @ www.orbisresearch.com/contacts/request-sample/2363354

In terms of types, the global GSM Services market is segmented into Accessing a GSM Network, Voice All Calls, Others Industry gaining demand developing regions where the economic growth has boosted the purchasing power of the populace in the region resulting in increasing demand by the people.

The global GSM Services market also covers a detailed analysis of the top players in the market along with their company profiles and market shares in each region as well as globally. Some of the players covered in the global GSM Services market report are:

• Verizon Communications

• AT and T

• Vodafone Group

• China Mobile

• Nippon Telegraph and Telephone

• Softbank Group

• Deutsche Telekom

• Telefonica

• America Movil

• China Telecom

Browse Complete Report @ www.orbisresearch.com/reports/index/global-gsm-services-m…

The report covers the sales, production, and revenue of each of the top players in the global GSM Services market, thus enabling customers to attain thorough knowledge of the competition and hence plan accordingly to tackle them head on and grab the maximum possible market share.

The global GSM Services market is also segmented on the basis of applications into Smart Phone, Feature Phone Customers looking to expand into the GSM Services market across the globe or to a major regional market can make the most of the global GSM Services market report. The report is filled with important statistics and data for the customers to attain in-depth knowledge of the global GSM Services market and further their growth.

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Some Major TOC Points:

1 Scope of the Report

2 Executive Summary

3 Global GSM Services by Players

4 GSM Services by Regions

9 Market Drivers, Challenges and Trends

10 Global GSM Services Market Forecast

11 Key Players Analysis

11.1 Verizon Communications

11.1.1 Company Details

11.1.2 GSM Services Product Offered

11.1.3 Verizon Communications GSM Services Revenue, Gross Margin and Market Share (2016-2018)

11.1.4 Main Business Overview

11.1.5 Verizon Communications News

11.2 AT and T

11.2.1 Company Details

11.2.2 GSM Services Product Offered

11.2.3 AT and T GSM Services Revenue, Gross Margin and Market Share (2016-2018)

11.2.4 Main Business Overview

11.2.5 AT and T News

11.3 Vodafone Group

11.3.1 Company Details

11.3.2 GSM Services Product Offered

11.3.3 Vodafone Group GSM Services Revenue, Gross Margin and Market Share (2016-2018)

11.3.4 Main Business Overview

11.3.5 Vodafone Group News

11.4 China Mobile

11.4.1 Company Details

11.4.2 GSM Services Product Offered

11.4.3 China Mobile GSM Services Revenue, Gross Margin and Market Share (2016-2018)

11.4.4 Main Business Overview

11.4.5 China Mobile News

11.5 Nippon Telegraph and Telephone

11.5.1 Company Details

11.5.2 GSM Services Product Offered

11.5.3 Nippon Telegraph and Telephone GSM Services Revenue, Gross Margin and Market Share (2016-2018)

11.5.4 Main Business Overview

11.5.5 Nippon Telegraph and Telephone News


Research objectives

• To study and analyze the global GSM Services market size by key regions/countries, product type and application, history data from 2013 to 2017, and forecast to 2023.

• To understand the structure of GSM Services market by identifying its various sub-segments.

• Focuses on the key global GSM Services players, to define, describe and analyze the value, market share, market competition landscape, SWOT analysis and development plans in next few years.

• To analyze the GSM Services with respect to individual growth trends, future prospects, and their contribution to the total market.

• To share detailed information about the key factors influencing the growth of the market (growth potential, opportunities, drivers, industry-specific challenges and risks).

• To project the size of GSM Services submarkets, with respect to key regions (along with their respective key countries).

• To analyze competitive developments such as expansions, agreements, new product launches and acquisitions in the market.

• To strategically profile the key players and comprehensively analyze their growth strategies.

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This release was published on openPR.

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Global Bluetooth Smart and Smart Ready Market – Segmented by Application, Technology, Type …

Global Bluetooth Smart and Smart Ready market report covers the overview, summary, market dynamics, competitive analysis, and leading player’s …

Global Bluetooth Smart and Smart Ready market report covers the overview, summary, market dynamics, competitive analysis, and leading player’s various strategies to withstand in the global market. The Bluetooth Smart and Smart Ready report covers the top regions of the globe and countries within, which shows the status of regional development, consisting of market value, volume, size, and price data. This report also focuses on most significant element of the manufacturers. This study also covers the market status, market share, growth rate, future trends, market drivers, opportunities and challenges, risks and entry barriers.

Get more insights of Bluetooth Smart and Smart Ready Market at https://www.pioneerreports.com/report/28035

Application of Bluetooth Smart and Smart Ready Market are:-

  • Consumer Electronics


    Building & Retail

    Wearable Electronics



    Industrial Measurement and Diagnostics

Key Players in this Bluetooth Smart and Smart Ready market are –

  • Qualcomm Incorporated

    Broadcom Corporation

    Cypress Semiconductor


    Bluegiga Technologies

    Dialog Semiconductor

    Marvell Technology

    Nordic Semiconductor

    Fanstel Corporation

    Toshiba Corporation

    Murata Manufacturing

    Texas Instruments

    Renesas Electronics


Product Segment Analysis of the Bluetooth Smart and Smart Ready Market is:

  • Bluetooth Smart

    Bluetooth Smart Ready

    Bluetooth 5.0

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This report consist of the estimation of market size for value and volume. Both top-down and bottom-up approaches have been used to estimate and validate the market size of Bluetooth Smart and Smart Ready market, to estimate the size of various other dependent submarkets in the overall market. Secondary research is used to find Key players and their market shares have been determined through primary and secondary research. With the help of secondary sources and verified primary sources all percentage shares, splits, and breakdowns have been determined.

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Points Covered in TOC of Bluetooth Smart and Smart Ready Market Report

  • Introduction, market driving force product scope, market risk, market overview, and market opportunities of the global Bluetooth Smart and Smart Ready
  • Assessing the leading manufacturers of the global Bluetooth Smart and Smart Ready which comprises of its revenue, sales, and price of the products.
  • Displaying the competitive nature among crucial manufacturers, with market share, revenue, and sales.
  • Presenting global Bluetooth Smart and Smart Ready by regions, market share and with revenue and sales for the projected period.
  • And more ………..

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Reasons for Buying this Bluetooth Smart and Smart Ready Market Report

This report delivers pin-point analysis for changing competitive dynamics, it offers a forward looking perspective on different factors driving or restraining market growth, It offers a six-year forecast examined on the basis of how the market is predicted to develop , It helps in understanding the key product segments and their future.

Single User License Price: USD 2900

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Google’s 9 Riders: These Enterprise Mobility Management Providers Join Ring of Trust

MaaS360 is a UEM management tool that uses IBM’s Watson engine to analyse all connected devices within an enterprise’s network. It will inform IT of …
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“Since we’ve collaborated closely with EMM partners over the years, we understand what it takes to demonstrate excellence in this area”

Google has selected nine Enterprise Mobility Management (EMM) providers that meet compatibility with Android devices in a new programme launched today

The Android Enterprise Recommended project has launched with nine companies assured for their ability to provide technical and security issues in their Android-compatible EMM products.

BlackBerry, Google Cloud, I3 Systems, Microsoft, MobileIron, Softbank, SOTI, and VMware have all been added to the new Google programme, which validates EMMs able to deploy devices and apps consistently at scale.

Participants are selected, among other reasons, for their:

  • Experience across multiple Android Enterprise management sets
  • Proven ability to deliver advanced security and management features
  • A consistent deployment experience, with best practice configuration

As mobile devices such as phone, tablets and smart watches have gotten cheaper over the years they have been widely adopted by the public and businesses alike.

Some enterprises insist employees only use company devices during the working day, while others take a more relaxed attitude, allowing personnel device to connect to the network. In both cases it is wise for IT staff to monitor devices used in a work context for internal or external threats. Many use EMM platforms which register devices, providing security teams with an overview of connected device and their threat level.

Will Ro Head of Android Enterprise Partnerships and security wrote in an Android blog: “Since we’ve collaborated closely with EMM partners over the years, we understand what it takes to demonstrate excellence in this area. With this program, we’re recognizing partners who provide the most comprehensive technical solutions and have knowledgeable teams focused on modern Android security and management.”

IBM’s AI Driven Enterprise Mobility Management

IBM’s AI-led approach to Unified Endpoint Management (UEM) is among those that have been given the thumbs-up by Google.

MaaS360 is a UEM management tool that uses IBM’s Watson engine to analyse all connected devices within an enterprise’s network. It will inform IT of risk exposures such as detected malware or suspicious activity. MaaS360 will also notify security teams if it finds any compliance issues or endpoint vulnerabilities.

The AI will suggest new ways that networked devices can operate more efficiently.

If a risk or opportunity is discovered, the system provides users with a step-by-step process on how they can remediate the problem. Sometimes this can be as simple as updating a OS to the latest version or it could be suggested that a phone be removed from the network completely.

John Nielsen of IBM Security said: “With significant Android Enterprise activations for MaaS360, we’ve prioritized not only the product roadmap to ensure our clients can adopt the Android Enterprise solution sets, but also training and enablement for the IBM sales and support organizations to best support the platform.”

See Also: Google Releases Android Management API

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