# Episode 57: MWC 2024 Observations and Insights

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-03-05
- Length: 44m
- Episode: 58
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights
- Listen: https://share.transistor.fm/s/1852e7c6

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=5) Introduction: MWC as an Infrastructure Show
- [1:29](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=89) 5G Capex Decline and 6G Timeline
- [13:10](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=790) The Decline of Millimeter Wave
- [15:03](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=903) Custom Silicon: Nokia and Ericsson
- [25:41](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=1541) Qualcomm's Underwhelming Presence and AI Hub
- [35:57](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=2157) Qualcomm vs. MediaTek in Low-Cost 5G
- [41:10](https://hardwarepodcasts.com/podcast/the-circuit/2024-03-05-episode-57-mwc-2024-observations-and-insights#t=2470) Apple's MacBook Air as an AI Platform

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Marketing & brand](https://hardwarepodcasts.com/topic/marketing-and-brand)

## Most relevant to

large enterprises

## Mentioned

- Mobile World Congress (other)
- Qualcomm (company)
- Nokia (company)
- Ericsson (company)
- MediaTek (company)
- Apple (company)
- Intel (company)
- Marvell (company)
- MacBook Air (product)
- Reef Shark (product)
- Open RAN (other)
- Hugging Face (other)

## Related episodes from other shows

- [Apple & Qualcomm Fight Over Talent | Nokia Bets All on 5G](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-09-apple-qualcomm-fight-over-talent-nokia-bets-all-on-5g) (EE Times Current)
- [AIoT and MWC Barcelona 2024 | Transforma Insights' Matt Hatton | Internet of Things Podcast](https://hardwarepodcasts.com/podcast/iot-for-all-podcast/2024-04-02-aiot-and-mwc-barcelona-2024-transforma-insights-matt-hatton-internet-of-things-p) (IoT For All Podcast)
- [Embedded World in Nuremberg | Mobile World Congress in Barcelona](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-01-embedded-world-in-nuremberg-mobile-world-congress-in-barcelona) (EE Times Current)
- [5G & Jetpacks | UWB Rises from the Dead | Bob Swan Profile](https://hardwarepodcasts.com/podcast/ee-times-current/2019-08-09-5g-jetpacks-uwb-rises-from-the-dead-bob-swan-profile) (EE Times Current)
- [Live from the Global CEO Summit](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-15-live-from-the-global-ceo-summit) (EE Times Current)

## Citing this page

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