“Mobile technology literally goes everywhere”
As it continues to focus on growing the addressable market based on moving from basic mobile expertise to high value adjacencies, Qualcomm has issued a massive amount of news – 16 press releases, in fact – as CEO Cristiano Amon spoke at Mobile World Congress in Barcelona. The big picture here, as Amon said, “Mobile technology literally goes everywhere. As we see this evolution of mobile technology go everywhere, we see this incredible opportunity for the enterprise in what we call the intelligent edge connected.
The premise here is that the number of connected devices, in the consumer segment but largely as companies invest in digital transformation, is expected to increase significantly. These new devices, such as video cameras, environmental sensors, robots, vehicles, etc., will always be connected to the central and/or edge cloud computing infrastructure. “This is not just an opportunity for connectivity, but for intelligent processing, artificial intelligence and all that is going to happen at the edge. We'[ve] we have positioned ourselves as the company that will drive innovation at the edge and power the smart connected edge,” said Amon.
According to the numbers, Amon said the cloud market is growing 35% year-over-year, and sustaining that growth depends on the availability of billions of connected, smart devices. “If you believe in the growth of the cloud, then you believe in the growth of Qualcomm, the mobile industry and the edge.” The goal is to expand the total addressable market from $100 billion to $700 billion over the next decade.
Beyond continued leadership in antenna modem solutions and other hardware and software for smartphones, target growth segments for Qualcomm include IT, automotive, industrial 4.0 and 5G networking modernization that builds on platform work. -mmWave and 5G RAN shapes with emphasis on open and virtualized networks.
In terms of core technology with wide applicability, including in smartphones, Qualcomm unveiled:
- The Snapdragon X70 5G modem-RF system features built-in AI to optimize 5G speed, coverage, latency, and power efficiency with broad support for all global 5G bands.
- A commercial-first Wi-Fi 7 product with features such as 4K QAM and high-speed simultaneous multilinking in the FastConnect 7800 subsystem.
- New Snapdragon Sound features such as lossless CD-quality audio, stereo recording through headphones, latency reduction, improved adaptive active noise cancellation, and end-to-end optimization for sharing and LE Audio broadcast.
On the network sideQualcomm announced:
- The private network RAN automation platform to accelerate private network deployments and reduce cost and complexity. This comes with a partner ecosystem program that has set up pre-integrated packages aligned with specific use cases vertically.
- In a collaboration with Microsoft, Qualcomm is combining its 5G technology and hardware ecosystem with Microsoft Azure’s private MEC and core solutions for pre-integrated, turnkey private enterprise 5G networks.
- vRAN software specialist Mavenir is working with Qualcomm on massive MIMO radio and distributed units for Open RAN networks.
- Together with Fujitsu, Qualcomm is working to integrate 5G mmWave technologies into RUs and DUs as part of NTT DOCOMO’s 5G Open RAN (OREC) ecosystem.
- As fixed wireless access attracts operator interest, Qualcomm has enhanced its FWA platform to include support for RF sensing and standalone 5G mmWave, as well as self-installed CPEs.
- With the Italian operator FastWeb uses the latest FWA platform to offer FWA services based on mmWave.
In automotive, Qualcomm’s Snapdragon digital chassis has won numerous contracts from global automakers and the company has a multi-billion dollar revenue pipeline. At MWC Barcelona, the firm announced:
- An as-a-service model for Snapdragon Car-to-Cloud services with built-in analytics and supported apps on device and in the cloud.
- The Snapdragon Telematics Framework which gives automotive OEMs the ability to access telematics capabilities across all platforms covered by the Snapdragon Digital Framework.
- A combined Wi-Fi 6E and Bluetooth 5.3 chipset for enhanced vehicle connectivity.
Qualcomm is pushing to expand the base of PCs equipped with 5G as well as fostering an ecosystem around Snapdragon Windows on Arm. Relevant MWC announcements include:
- Snapdragon X65 and X62 5G M.2 modules, developed with Foxconn and Quectel to help OEMs add 5G capabilities to laptops and desktops faster.
- Lenovo’s new ThinkPad X13s uses the latest Snapdragon 8cx Gen 3 Compute Platform which brings enterprise-grade 5G, AI, and security to a Windows 11 PC running the Snapdragon Compute Platform. More broadly, Qualcomm is working with device OEMs, ISVs, carriers and channel partners to grow the Arm-based Snapdragon compute ecosystem with an eye on enterprise use cases.
In the industrial spaceQualcomm partnered with a focus on industrial automation and smart utility operations:
- With Bosch Rexroth, Qualcomm showcased industrial IoT solutions that operate in a Bosch factory in Germany and use 5G features such as URLLC, TSN, CoMP and advanced positioning for autonomous mobile robots and assisted guided vehicles.
- With Gridspertise, a subsidiary of energy giant Enel Group, Qualcomm develops smart grid solutions and services with an eye on reliability, flexibility, resilience and simplified grid maintenance.
“We are very excited about the speed of innovation and how our partnerships continue to grow,” Amon said at the end of the press conference.
Click here to watch Amon’s press conference at MWC Barcelona.
Editor’s note: As we continue to unpack Qualcomm news, expect more coverage in these digital pages, as well as our sister site Enterprise IoT Insights, throughout the week.