GLG News by Wireless Communication Semiconductor Experts

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Tarik FawziChief Executive OfficerAeneas Strategy

New CEO for KPN: background, expectations and impact

October 18, 2010

Analysis of:Eelco Blok to become new KPN CEO | www.broadbandtvnews.com

Today, KPN announced that it will propose to its shareholders that Eelco Blok would be named its new CEO. Blok is to succeed the successful Ad Scheepbouwer by April 2011. Mr Eelco Blok has a long track-record within KPN and is expected to follow continue KPN's existing strategy with is focused as maintaining it's strong multiplay position in the Dutch market, stimulate it's challenger position in neigbouring countries and a strong-focus on cash-flow.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia Shakeup Continues

September 13, 2010

Nokia’s smartphone leader has stepped down just three days after the company brought in a new CEO. Change at the handset leader is much needed and should help Nokia long term.

Tal RaesideManaging DirectorInsight Strategic Services

Tablets, Netbooks, MIDs - All Vying for Their Place

September 10, 2010

Analysis of:Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As the collection of connected devices expands, consumers are faced with more choices of overlapping products vying for their attention and budgets.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia Brings in a New CEO - Too Little Too Late?

September 10, 2010

Analysis of:Nokia CEO Kallasvuo Replaced By Microsoft's Elop | online.wsj.com

Nokia has been struggling recently, especially in its core mobile handset business, and after several management reorganizations has finally brought in an outsider to run the company. Is it too little too late?

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

Is WindowsPhone 7 Doomed?

August 25, 2010

Many analysts are predicting doom for WindowsPhone 7. Will the window of opportunity slam shut on MSFT in the mobility space?

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of:Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

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