Hardware Podcasts

Episode 57: MWC 2024 Observations and Insights

The Circuit · 5 Mar 2024 · 44m · Episode 58

What this episode covers

Ben Bajarin and Jay Goldberg analyze the infrastructure focus of Mobile World Congress 2024, noting that telecom operators are reducing capital expenditure as 5G deployment matures, delaying significant 6G discussions until 2025. They explore the strategic use of custom silicon by Nokia and Ericsson, questioning its value compared to merchant silicon, and highlight Qualcomm's underwhelming presence at the show despite launching an AI hub for developers. The hosts also discuss the competitive tension between Qualcomm and MediaTek in the low-cost smartphone market and Apple's positioning of the MacBook Air as an AI platform.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, Nokia, Ericsson, MediaTek, Apple, Intel, Marvell
Products
MacBook Air, Reef Shark
Also
Mobile World Congress, Open RAN, Hugging Face

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