Analyst Insider Weekly

What to expect: AI coming to your smartphone, building the case for neutral host networks for public transport, challenges for Chinese EV companies trying to expand to the U.S., and more.

Summary: The shipment of on-device AI chipsets will unlock novel productivity applications for mobile and PC devices, with 2024 being the year that the production of heterogeneous AI chipsets to support productivity AI workloads commences. These devices, capable of handling generative AI workloads on-device, are powered by chipsets like Qualcomm’s Snapdragon 8 Gen 3 in the smartphone segment, and Intel’s Core Ultra processors in notebooks and desktops. Get This Data

Biden’s Tariffs Will Keep Chinese EVs out of the United States, and Mexico Will Not Serve as a Backdoor

Summary: Recent tariffs announced by the Biden Administration create barriers for Chinese EV companies aiming to carve a market share in the United States, signaling the political will to keep Chinese companies out of critical industries. Unlock the full content for this Insight.

Hannover and Over Again—How the “5G Only” Message Continues to Hold Back Industrial Wireless Innovation

Summary: This ABI Insight highlights the continued disconnect between 5G and the broader industrial wireless ecosystem. Unlock the full content for this Insight.

How Do Artificial Intelligence and Industrial Extended Reality Work Together?

Summary: The industrial metaverse has been explored and discussed by many large companies. At Hannover Messe, NVIDIA and Siemens discussed Artificial Intelligence (AI) as the booster that Extended Reality (XR) needs for lower latencies, data and security measures, digital twins, environment creations, and more. Unlock the full content for this Insight.

Mind the Gap: Neutral Hosts Bridge the Connectivity Divide in the London Underground and Prove Their Worth within Public Macro Networks

Summary: The recent deployment of a Neutral Host Network (NHN) for 4G and 5G connectivity within the London Underground presents a significant development in facilitating city-wide mobile coverage. This ABI Insight explores the benefits that NHN solutions hold for Mobile Network Operators (MNOs) and customers, as well as recommendations to consolidate their position as a growing player in city-wide network infrastructure solutions. Unlock the full content for this Insight.

Palo Alto Networks Bringing Machine Learning to Ruggedized 5G Environments

Summary: Palo Alto Networks announces a new ruggedized PA-400R Series offering, extending Machine Learning (ML)-powered Next-Generation Firewall (NGFW) security to extreme environments. Unlock the full content for this Insight.

Termination of Comnect’s Planned IPO Highlights Magnitude of Challenges Facing Chinese Networking Equipment Manufacturers

Summary: Comnect’s cancelled Initial Public Offering (IPO) shines a light on the current challenges the industry is facing, and offers lessons for how to counter the current downturn. Unlock the full content for this Insight.