neXt Curve Insights for October 2023
Leonard Lee
Tech Industry Advisor & Realist dedicated to making you constructively uncomfortable. Ring the bell ?? and subscribe to next-curve.com for the tech and industry insights the matter!
Welcome to the October 2023 edition of neXt Curve Insights. This monthly newsletter is a compilation of articles, media, and news that have been curated by the research team at neXt Curve with contributions from partner analysts as well as business and technology leaders.
The goal of neXt Curve Insights is to provide our readers with a regular cadence of coverage of the industry and tech trends and events that matter with the intent of fostering constructive discussion and debate on the future of technology, innovation, and the continuous reinvention of enterprise, industry, society, and our lives.?
I hope that you find this edition informative and inspiring.
Leonard Lee, Executive Analyst of neXt Curve
NOTICE:
neXt Curve analysis content is only available in the full version of the newsletter that can be found on the neXt Curve research portal at www.next-curve.com.
The direct link to the full version of the October edition of the neXt Curve Insights newsletter/report is here: (link)
We appreciate your readership. Please contact Leonard Lee, Executive Analyst of neXt Curve for any advisory needs.
Top Posts
Check out the top social media posts on LinkedIn by neXt Curve analysts, associates, and partners. Follow neXt Curve and Leonard Lee on LinkedIn and be part of the conversation. Click on the image to view the post.
In a recent social post, I suggested a reset of the 5G discussion to address over-shooting disillusionment and forgoing of potentially transformative 5G opportunities. The post was well received and prompted neXt Curve to reach out one of 高通 ’s key 5G thought leaders, John Smee , SVP of Engineering and Wireless Research, for a coffee talk at Philz Coffee in San Diego.
Very big deal! Snapdragon X Series featuring the long-anticipated Oryon CPU for the next generation of PCs that Qualcomm and others are dubbing the AI PC.
Looking forward to finding out more and trying out some early gadgets sporting this new series of PC processors by Qualcomm at Snapdragon Summit in a couple of weeks. This is the big deal for Qualcomm in 2023 without a doubt!
Why am I here at?5GAmericas?Analyst Forum 2023? FOR THIS! Two gladiators of?Open RAN,?John Baker?of?Mavenir?and?Paul Challoner?of?Ericsson?the night before the great open RAN showdown here at the premiere telco industry event in the Americas.
I’m here in Raleigh for?Lenovo?Global Industry Analyst Conference hanging out with the O.G?#spatialcomputing?crew,?Jason McGuigan?,?Vishal Shah, and?Mattney Beck! This team and their team are pushing the leading edge of?#XR everyday!
Next week, I am looking forward to attending?Honeywell?Connect 2023 taking place in Dallas TX in October from the 10th to the 12th. This is the big Honeywell Connected Enterprise (HCE) event.?Honeywell Connected Enterprise is the software and analytics business that is spearheading the digital reinvention of Honeywell.?
Want to know what mattered at?5G Americas Analyst Forum 2023? Well,?Earl Lum?of?EJL Wireless Research?and I give you a 4-minute rundown of our key takes from the first half of Day 1 of once of the most unique opportunities to engage with operators and vendors in frank and distilling conversations about all the stuff top of the industry’s mind.
This is a great shot of me at the?Lenovo?Global Industry Analyst Conference 2023 dinner at a fantastic Chinese restaurant that is almost as good as my wife’s cooking, speaking to?Yuanqing Yang?CEO of Lenovo, and trying to sound like I’m a smart dude as?Gina Qiao, CMO and Chief Strategy Officer of Lenovo, looks on.
Kicking things off here at the?Lenovo headquarters in Raleigh. I’m looking forward to three days packed with executive and product team presentations with about 50 of my analyst peers.?neXt Curve?is representing!
This is day 1. Check the post comments for takes from this year’s inaugural Lenovo Global Industry Analyst Conference 2023 here in Raleigh, NC!
I will be check out the latest and greatest from Lenovo in the areas of:
Kicking things off Day 2 here at the?Lenovo headquarters in Raleigh. Day 1 was packed with executive and business group presentations to about 50 of my analyst peers.?neXt Curve?is representing!
Check the comments on this post for quick takes from Day 2 of this year’s inaugural Lenovo Global Industry Analyst Conference 2023!
Kicking off Day 3 here at the Lenovo headquarters in Raleigh. Yes, a lot to absorb and a half-day to go with breakout sessions on edge computing, mobile computing, and hybrid cloud tools and platforms.
Check the comments on this post for quick takes from Day 3 of this year’s inaugural Lenovo Global Industry Analyst Conference 2023!
I am ready to rock here in Maui for?Qualcomm #snapdragonsummit! This is truly a pivotal and important event for the company.
Oryon and the future of personal computing, XR and automotive are the key fronts that Qualcomm needs to continue to show leadership.
It is Day 1 here in Maui and?neXt Curve?is here representing at Qualcomm Snapdragon Summit 2023. Getting ready for?Cristiano R. Amon,?Qualcomm?CEO’s keynote.
Check the comments below for live takes and insights from Snapdragon Summit 2023 here in Maui, Hawaii.
It’s great to bump into my Costco brother?Kedar Kondap. We shop at the same one in San Diego.
Congrats, Kedar,?Gerard Williams III?and team for pulling off Oryon and shaking the PC world with the inaugural entry for the new Snapdragon X Series line of AI PC processors.
I’m listening in on the “surprise”?Apple?“Scary Fast” Event to see what they will be unveiling in the wake of?Qualcomm‘s?#snapdragonsummitevent and the announcement of Snapdragon X Series and the X Elite AI PC processor that took place last week in Maui.
Apple just announced the M3 series of processors, the 3rd generation of their Apple Silicon for Macs and eventually iPads.
Top Headlines
These are the hot headlines in the tech and industry media that neXt Curve has curated for your consideration and attention. Executive analyst, Leonard Lee, provides a brief analysis of each story. Contact, Leonard at [email protected] for a briefing on the details of his take (clients only). ?
HEADLINER: NTT DOCOMO, Fujitsu, NVIDIA Announce GPU Accelerated 5G Open RAN Network Deployment
by Soma Velayutham of 英伟达 on Sept. 26, 2023
SUMMARY
“Today,?NTT DOCOMO announced it is deploying a?GPU-accelerated wireless solution?in its network in Japan. This makes it the first-ever telco in the world to deploy a GPU-accelerated commercial 5G network.
DOCOMO’s move aims to address the multibillion-dollar problem of driving improvements in performance, total cost of ownership and energy efficiency while unlocking the flexibility, scalability and supply chain diversity promise of?Open RAN.
The 5G Open RAN solution uses a high-performance 5G virtual radio access network (vRAN) from Fujitsu built on the?NVIDIA Aerial vRAN stack?and?NVIDIA Converged Accelerators. This combination enables telcos to create a fully software- and cloud-defined network that can dynamically allocate resources using industry-standard equipment.”
neXt Curve ANALYSIS
In 2019, Jensen Huang hit the stage at an NVIDIA hosted media event at MWC Los Angeles 2019 and announced?EGX “Edge Supercomputing Platform” for RAN?and a vision to disrupt the prevailing thinking of vRAN and converged MEC (Multi-Access Edge Computing) at a time when the Open RAN movement was drawing a great deal of excitement.
Much has changed since an era when crypto mining appeared to be the next frontier for NVIDIA. Of course, then we had “The Metaverse”.?
Today, NVIDIA’s talk track is about generative AI at the telco network edge. It’s early days for that, but NVIDIA’s Aerial vRAN framework and GPU-based architecture offers yet another choice and technical path in an Intel-dominated world of vRAN.
HEADLINER: Amazon dominated the first cloud era. The AI boom has kicked off Cloud 2.0, and the company doesn’t have a head start this time.
by Alistair Barr of?Business Insider on Oct. 4, 2023
SUMMARY
“Over the past 15 years, Amazon Web Services (AWS) became the go-to contractor for anyone wanting to build something online. A website, an app, a business software service. Nowadays, very few developers venture into the digital forest and chop down their own semiconductors and build their own servers and data centers. AWS does it all for you, and provides most of the tools you need.
This is what turned AWS from a fringe idea in 2006 into a $80 billion business with juicy profit margins and a huge, sticky customer base. This is the essence of a technology platform.
The rise of generative AI has created what some technologists are calling Cloud 2.0. There’s a new stack of hardware, software, tools, and services that will power AI applications for years to come. Which company will be the go-to contractor in this new world? When you’re building your AI house, who will you turn to for all that digital wood and the right tools that just work well together to get the job done?
At the moment, AWS doesn’t look like the leader here, while Nvidia has a massive head start.”
neXt Curve ANALYSIS
Amazon is occasionally a victim of its own success and perception of greatness, in particular its leadership in “cloud”. Since Microsoft Build in May of this year, the industry has started to question AWS’s leadership in cloud computing and AI especially in light of softening revenue growth trends broadly suffered by hyperscalers as enterprises looked to “optimize” their cloud spend.
Has generative AI changed the cloud game?
It’s difficult to say. The big cloud players have been feverishly investing in AI compute and build out. To what end is yet to be determined as enterprises continue to experiment with generative AI applications and model development.
While there are some nuances to the scale of Gen AI computing, many of the software stack and tools look familiar in “Cloud 1.0”, e.g. CoPilots = chatbots.
It’s early days for GenAI. Being slightly behind might not be a bad thing. Things could degenerate quickly. Time will tell if we are looking at anything materially more than Cloud 1.x.?
HEADLINER: Ericsson exec talks about its open RAN advancements at TIP event
by Linda Hardesty of?Fierce Wireless on Oct. 9, 2023
SUMMARY
“Ericsson Head of Business Area Networks Fredrik Jejdling called into the Telecom Infra Project’s FYUZ event in Madrid, Spain today to talk about Ericsson’s interest in open radio access networks (open RAN).
He said, “We think it’s time now to create the next chapter in our industry and define the future of telecom. I think it’s time for the industry to come together and shape this future. We want to build a 5G network platform leveraging cloud-native technologies built on open RAN standardized interfaces.”
Ericsson has not, to date, been a huge proponent of open RAN, likely because the movement is designed to introduce more competition in the telecom vendor space of which Ericsson, Nokia and Huawei have been the primary vendors.
But Ericsson is starting to, if not warm to the technology, at least acknowledge that’s where the industry is going. To its credit, the company has been an active participant in the O-RAN Alliance.”
neXt Curve ANALYSIS
Since MWC 2023 earlier this year, Ericsson technology leaders this year, namely Erik Ekudden, Global CTO, have expressed increasingly earnest interest in supporting Open RAN, at the least O-RAN compliance.
They should be increasingly comfortable opening their interfaces as they have matured a suite of tools and products from silicon to SMO to support brownfield operators in the cloud-native modernization of their networks and operations.?
My impression is that Ericsson will lean into their “multi-tech” offerings starting with their SMO and RIC offerings that will provide operators with an integration and orchestration framework for fostering visibility and automations across?heterogeneous portfolios of networks and technologies while baking in future open interoperability.
No doubt, Ericsson realizes scale matters in the Open RAN Squid Game.
HEADLINER:?Nvidia may be forced to shift out of some countries after new US export curbs
by Yuvraj Malik of?Reuters on Oct. 17, 2023
SUMMARY
“Nvidia said it may be forced to move some business operations out of countries that are in the purview of U.S. export curbs after the Biden administration on Tuesday expanded its restrictions on export of certain high-end technology.
The chipmaker also said the?new rules?may impact its ability to complete the development of certain products in a timely manner, support existing customers of those products, or supply customers of those products outside the affected regions.
Under the expanded curbs, which go into effect in 30 days, the U.S. has now restricted a broader swathe of advanced chips and chipmaking tools to a greater number of countries including Iran and Russia, and blacklisted Chinese chip designers Moore Threads and Biren.”
neXt Curve ANALYSIS
NVIDIA continues to face market headwinds in the form of U.S. government restrictions on its exports of “advanced chips” to China and?more than 40 additional countries that could fall under a new set of embargoes to stem diversions to China.
Much of the Biden Administration’s concerns are rooted in potential military application of AI technologies across a broad range of potential uses such as planning, logistics, surveillance, and analysis.
While the U.S. government has been focused on the hardware aspect of its AI concerns with China, AI software and model development needs to be stemmed as well as cloud services provided by CSPs which are where most AI HPC systems are landing.?
HEADLINER: Biden admin asks for full funding for rip-and-replace
by Kelly Hill of?RCR Wireless on Oct. 30, 2023
SUMMARY
“The Biden administration?has asked Congress?for an additional $3.1 billion to fully fund small-and-medium-sized network operators’ efforts to remove and replace network gear and services from banned Chinese vendors.
The Secure and Trusted Communications Networks Act, enacted in 2020, sought to eliminate the use of American communication network infrastructure manufactured by untrusted suppliers – Chinese telecom equipment manufacturers 华为 and 中兴 were both singled out.?Congress authorized a $1.9 billion reimbursement program aimed at small and rural carriers who applied for assistance. That figure was?far outstripped?by $5.6 billion that network operators put forward in eligible requests—meaning that there was a $3.08 billion shortfall. At one point, the Federal Communications Commission said that unless Congress fully funded the effort, it would only be able to pay prioritized carriers about 40 cents on the dollar, compared to what they’ve actually requested.”
neXt Curve ANALYSIS
After almost three years and a long period of radio silence, the U.S. government is finally moving to seek the 3.08 billion in shortfall funding that rural operators have requested to institute the “Rip and Replace” program. Whether the Biden Administration’s request will receive bipartisan support is yet to be seen.?
Any delay by the U.S. government puts into question the urgency and the gravity of the security threat posed by Chinese equipment that continues to operate in U.S. networks despite warnings by the F.B.I. of Chinese equipment spying on U.S. nuclear missile sites.
The initial underfunding of the Rip and Replace program puts a spotlight on the prevailing assertion the Open RAN community at the time that O-RAN entailed lower cost of deployment and ownership compared to “traditional” kits.?
Rapid funding of the “Rip and Replace” program could give second wind to a deflated Open RAN movement.
reThink Insights
Check out the articles and the research notes that neXt Curve published this month as well as press quotes by the media on topics related to our research agenda.?
Go to our neXt Curve?reThink research portal?for more content and insights associated with our?research agenda.
neXt Curve Monthly Musings
Check out this month’s musings on all things in tech and industry that matter to technology and business leaders by neXt Curve’s Executive Analyst, Leonard Lee.
The Era of the AI PC
There is a great deal of excitement and hype being built around the AI PC. Much of this is inspired by generative AI making a splash on the public stage with ChatGPT. All the key PC OEMs and chipmakers are jumping into the fray to capitalize on the latest AI sensation.?
What does it really amount to?
From the looks of it, the AI PC boils down to more memory and power-efficient AI compute in the form of the NPU or neural processing unit geared toward persistent inference for what you might consider passive AI services or applications that are running in the background.?
This could be an AI model running on a transformer network embedded in your device’s operating system that is learning about your preferences and personalizing your experience. What is certain is the industry?largely?does not know what kinds of AI applications will benefit from all that?extra?NPU and memory. At the moment, Microsoft’s Windows CoPilot and other generative AI chatbots are cloud bound.
That being said,?Qualcomm?has extensively demonstrated that compressed LLMs and GenAI models can run on devices, in particular, the smartphone. The question?remains, what is the impact on battery life and other usability and utility factors for mobile devices?
As Pat Gelsinger claims, the AI PC is a Centrino moment. This may be the case, but the AI PC has a great deal to prove. Given what we have observed as significant and persistent limitations and deficiencies with the foundational technologies of generative AI, there are many hurdles that the AI PC to clear before anyone can claim an AI revolution.?
Media Highlights
This month, neXt Curve participated in the following internally produced and third-party media events. More media content featured by or featuring neXt Curve is available on our?reThink YouTube channel?and our?media center.
Snapdragon Summit 2023? (with Ian Cutress of Tech Tech Potato)
It was a pleasure to have Ian Cutress of More Than Moore and his popular Tech Tech Potato podcast joining neXt Curve here in Maui for Qualcomm’s Snapdragon Summit 2023 to talk about his impressions of the event and what popped for him. Check out what he shared with us and his stellar takes on the stuff he thought matter from Snapdragon Summit 2023.
Snapdragon Summit 2023 Day 3 (with Neil Shah of Counterpoint Research)
Day 3 of Qualcomm Snapdragon Summit 2023 here in Maui. It’s the final day and neXt Curve is still here representing. This morning, Leonard Lee had a chance to chat with, Neil Shah , partner and co-founder of Counterpoint Research to get his impressions of the many announcements at Snapdragon Summit 2023.
Snapdragon Summit 2023 Day 2 (with Sean Kinney of RCR Wireless)
Day 2 of Qualcomm Snapdragon Summit 2023 here in Maui is on. neXt Curve is here representing. Leonard Lee is joined by Sean Kinney of RCR Wireless News to share our impressions of a very packed Day 1 of the event that included a keynote by Cristiano R. Amon , CEO of Qualcomm and an afternoon filled with demos.
Snapdragon Summit 2023 Day 1 and pre-keynote thoughts
Day 1 of Qualcomm Snapdragon Summit 2023 is officially on here in Maui. neXt Curve is here representing. Don McGuire , CMO of Qualcomm sets the stage for CEO Cristiano R. Amon to hit us with all the big news in AI, heterogenous computing, and the era of the AI PC. I’m excited to get the details on Oryon and the new Snapdragon Series X AI PC processor – X Elite.
Qualcomm's Snapdragon Summit 2023 Day 0 - Chillaxing before the madness
Yes, it is Day Zero here in Maui and neXt Curve is here representing at Qualcomm Snapdragon Summit 2023. It’s a pivotal year for this event as Qualcomm announces the launch of Snapdragon X Elite, their new line of PC processors outfitted with what could very well put the company in a leadership spot in PC and mobile computing.
Qualcomm Snapdragon Summit 2023 takes from Bob O'Donnell of Technalysis
neXt Curve is in Maui attending Qualcomm’s Snapdragon Summit 2023. We just finished the technical deep dives and Leonard Lee, Executive Analyst at neXt Curve had a chance to chat with Bob O'Donnell of TECHnalysis Research to get his favorite impressions from the marathon 3-hour session this morning which was the technical deep drive.
5G Americas Analyst Summit 2023 recap with Prakash Sangam & Earl Lum
In this episode of our neXt Curve’s Analyst Corner series, “From the Radio to the RIC”, Leonard Lee of neXt Curve and Earl Lum of EJL Wireless Research welcome guest, Prakash Sangam of Tantra Analyst , to share their impressions and key takes from 5G Americas Analyst Summit 2023 which took place in Dallas-Richardson, TX on October 12, 2023.
Fyuz 2023 recap and Open RAN update with Roy Chua of Avidthink
In this episode of our neXt Curve’s Analyst Corner series, “5G and Beyond”, we welcome back Roy Chua of AvidThink , to talk about his key takes and headlines from Fyuz 2023, the up-and-coming Open RAN uber event which took place in Madrid, Spain, put on by the Telecom Infra Project (TIP). Leonard reciprocates with his takes from 5G Americas.
Honeywell Connect 2023 interview with Michael Ruiz, VP of Cyber Innovation
Day 2 of Honeywell Connect 2023 kicked off and Leonard Lee had the chance to chat with Michael Ruiz, VP/GM of Cyber Innovation at Honeywell. One of the big themes at Honeywell Connect this year has been OT/IT cybersecurity convergence and its importance in enabling safe and secure digital transformation.
Honeywell Connect 2023 interview with Ravi Srinivasan, VP, Industrial Innovation
neXt Curve was in Dallas for Day 1 of Honeywell Connect 2023. Leonard Lee had a chance to chat with Ravikrishnan Srinivasan , VP/GM of Industrial Innovation at Honeywell to talk about the company’s deep and long legacy in?#sustainability?and what the company does for its customers to contribute to ESG goals.
Honeywell Connect 2023 interview with Ron McMurtrie, CCO of HCE
neXt Curve was in Dallas kicking off Day 0 of Honeywell Connect 2023. Leonard Lee had a chance to chat with Ron McMurtrie , Chief Commercial Officer of Honeywell Connected Enterprise (HCE) to reflect back on the inaugural 2022 event, how far HCE has come, and Ron shares the key themes and things to look out for at this year’s event.
MWC Las Vegas 2023 Recap? (with Bob O'Donnell of Technalysis)
In this episode of our neXt Curve’s Analyst Corner series, “5G and Beyond”, we welcome Bob O’Donnell of Technalysis Research for the first time to our show. Bob is a veteran and pioneering independent industry analyst with a storied legacy at IDC. He joins Leonard to share takes and insights that mattered in telecom Americana from MWC Las Vegas 2023.
MWC Las Vegas 2023 Day 1 Takes with Matt Hatton of Transforma Insights
It’s been a pretty crazy Day 1. Great collaborating with neXt Curve’s partner Transforma Insights to tackle a pretty broad agenda for Mobile World Congress Las Vegas 2023. Here is a little preview of a recap that Matt Hatton , Dr. Bradley K. Canham , and I dropped toward the end of Day 1. We think you will find it interesting.
neXt TechCheck Podcast on Qualcomm Snapdragon Summit 2023?
Leonard Lee and Mark Vena discuss the Apple M3 and Qualcomm Snapdragon X Elite silicon announcements that will have repercussions for the PC landscape, as well as creating more confusion for users on how to select the right PC for their needs. They also talk about the surprise Apple event, “Scary Fast” that unveiled the third generation of Apple Silicon, M3.
neXt TechCheck Podcast on Calix ConneXions 23 and Lenovo GIAC 2023
Leonard Lee and I recap 凯易讯 ConneXions 23 and Lenovo’s Global Industry Analyst events that we each participated in last week.
neXt TechCheck Podcast on MWC Las Vegas 2023
Leonard Lee and Mark Vena provide do a quick recap of MWC Las Vegas and the big takes on the current state of telecoms in the Americas.
Event Highlights
This month, neXt Curve participated in?the following virtual and in-person industry and technical events. For our full schedule of industry events refer to our?event calendar. We also encourage you to follow neXt Curve’s?LinkedIn company page.
Honeywell Connect 2023
Date:?October 11 to 12, 2023
Location:?Dallas, TX
KEY TAKEAWAYS:
EVENT SUMMARY:
neXt Curve attended its second annual Honeywell Connect 2023 event that took place over two days in Dallas at the Hyatt Regency Dallas-Richmond attended by Honeywell customers across the verticals that they serve. It is the headline event for the HCE (Honeywell Connected Enterprise) group led by CEO, Kevin Dehoff.
Since its inception last year, Honeywell Connect serves as a tip-of-the-spear event that brings together all of Honeywell under the umbrella of software, namely Forge. Solutions, and the themes for industry solutions and SaaS.
In many ways, Honeywell Connect represents the future of Honeywell as it digitally transforms itself into a software-oriented solutions company.?Darius Admanczyk, Chairman and former-CEO of Honeywell touted the important role of HCE in Honeywell’s reinvention and its roots in the digital transformation of the company at Honeywell’s Investor Day earlier this year in New York. (link) Unsurprisingly, Honeywell leadership was in attendance led by Vimal Kapur , Honeywell CEO.
This year’s in-person Connect event piggybacked off of themes that were laid out at a virtual Connect event that took place earlier this year (link) which Jason Urso, CTO of Honeywell Connected Enterprise outlined in a pre-event briefing outlined the four outcome-based solutions that define the Honeywell Forge horizontal portfolio of offerings that the company applies across industries that it serves and is expanding into:
The agenda for the two days of the event was packed with executive keynotes and topical breakout session across a wide variety of business line domains and verticals from industrial, energy, bio sciences as well as horizontals such as building sustainability, cybersecurity, and operational automation.?
Cybersecurity Roundtable
The analyst program included two roundtable executive roundtable discussions. The first roundtable session focused on cybersecurity moderated by Amy Burns with Honeywell executive panelists with Chase Carpenter (Cybersecurity Officer, Honeywell), Paul Griswold (Cybersecurity Chief Product Officer, Honeywell), and Michael Ruiz (VP of Cyber Innovation, Honeywell) on OT cyber resilience.
The Honeywell security leaders cited IT/OT maturity mismatches as a root cause of many challenges experienced by organizations trying to converge their IT/OT security strategies, governance, and capabilities. Furthermore, regional regulatory nuances make it challenging to converge and harmonize IT/OT security for many industrial operations.
领英推荐
Sustainability Roundtable
The second roundtable session was moderated by Jenn Marsh with Honeywell executive panelists Robert Lester (Emissions Management), Manish K Sharma (Chief Product Officer, Sustainable Building Technologies), and Barry Glickman (GM, Sustainable Technology Solutions) to discuss Honeywell’s broad portfolio of sustainability solutions.?
The panel emphasized the comprehensive range of ESG solutions (with a focus on the “S”) that range from measurement and reporting to field technologies such as electrification and carbon sequestration are part of or an outcome what Honeywell does for its customers as well as the operations that it runs internally. In short, sustainability is a multi-faceted part of Honeywell’s DNA.
NOTE:?For neXt Curve’s analysis and findings, please refer to the full event summary article on the neXt Curve research portal (click here).
RELATED MEDIA & PRESS RELEASES:
COMPANIES ENGAGED:?
5G Americas Analyst Forum 2023
Date:?October 12, 2023
Location:?Dallas, TX
KEY TAKEAWAYS:
EVENT SUMMARY:
Arguably, 5G Americas Industry Analyst Forum is a favorite among analysts in the wireless industry. At the least it is one of neXt Curve’s favorites and one that I get a tremendous amount of insight from engaging with some mobile wireless leaders and technologists with some of the leading analysts in the industry.?
This is our fifth year attending this event.?As usual, the event was far too short for the unique and immensely satisfying engagement and content.
In typical fashion, Chris Pearson , President of 5G Americas kicked the event off with?his welcome speech and an overview of the state of the industry and the regulatory environment across regimes in the Americas. Unfortunately, due to traffic, I arrived toward the end of the opening keynotes but just in time for the reception and cocktails.?
I did manage to capture a magical moment with John Baker, SVP of Business Development at Mavenir and Paul Challoner, VP of Network Product Solutions at Ericsson, two champions of Open RAN coming from two very different points of view on how the movement should progress and the standards should evolve.?
The real work started on the next day kicked off by an opening keynote by Scott Harris, Senior Spectrum Advisor of the Office of the Assistant Secretary of NTIA who not only provided a bit of perspective on the state of spectrum policy in the U.S. but entertained a large audience of leading industry analysts with his good humor. It appears that the debate and the fight over 6GHz will continue globally especially with China allocating 6GHz for mobile wireless. More drama to come in 2024.
As always, there are more roundtable sessions that attendees are able to participate in. This is always an unfortunate thing given the fantastic vendor and operator access and debate that takes part in these sessions. The opportunity to debate with fellow analysts on critical topics of the day is also priceless. I managed to sit in the following five roundtable session at this year’s 5G Americas Analyst Forum:?
NOTE:?For neXt Curve’s analysis and findings, please refer to the full event summary article on the neXt Curve research portal (click here).
RELATED MEDIA & PRESS RELEASES:
COMPANIES ENGAGED:?
Lenovo GIAC 2023
Date:?October 16 to 19, 2023
Location:?Raleigh, NC
KEY TAKEAWAYS:
EVENT SUMMARY:
Usually, Lenovo’s industry analyst conferences are NDA events but this year?the company decided to open the forum?giving us the chance to share the insights that we walked away with from three intense days at Lenovo’s HQ campus in Raleigh, NC.
Analysts had the opportunity to hear from and engage with Lenovo executive leadership from across the company’s three business groups – IDG (Intelligent Devices Group), ISG (Infrastructure Solutions Group), and SSG (Solutions and Services Group). Last year we?only attended the closed IDG industry analyst conference that was held in Manhattan.??
Analysts in attendance got a holistic view of Lenovo’s business as well as a chance to see how the company was connecting dots across its expansive portfolio to evolve its business toward vertical and horizontal solutions. Given our broad research agenda, this conference format and?scope was a treat.?
Transformation, Innovation, and Citizenship
Emily Ketchen , CMO of Lenovo’s IDG kicked off day one highlighting the key brand themes of the company – transformation, innovation, and citizenship. These themes set the tone for the summit and what was in store for us.?
For Lenovo, transformation has two facets. The first is helping their customers with their digital transformation with the company’s broad portfolio of enabling products and services. The second facet is Lenovo’s own?transformation into a solution and services company driven by three years of investment in this transition.
In regard to innovation, Emily put an emphasis on new market opportunities for Lenovo with digital workplace solutions, hybrid cloud solutions, sustainability solutions, and vertical solutions. She referred to these as trends representing?the pillars of Lenovo’s growth strategy and key agenda topics for the conference.
Through the year, Lenovo has been big on citizenship which they breakdown into inclusiveness, sustainability and the complicated topics of security and trust given the prevailing and seemingly increasingly contentious geopolitics.
Emily’s kick off was immediately followed by a keynote by YY Yang, CEO of Lenovo.?According?to YY, cloud continues to be the?mega trend that the company is framing its strategy on. In particular, cloud is about hybrid cloud which will be essential to proliferating current and emerging generative AI across the Pocket-to-Cloud continuum that the company coined a year ago.?
YY highlighted Lenovo’s unique position as one of the major systems and?solutions?provider from cloud to RAN. Some key points he dropped?include:
YY communicated that the transition to a solutions and services company, spearheaded by the relatively new SSG (Solutions & Services Group) organization will be key in bringing to bear all of Lenovo in services customers across vertical industries that have specific requirements and needs for their industry and digital transformations.?
He also sees the current AI trend largely driven by the generative AI excitement as a key to helping Lenovo and the industry transition back to growth after a very difficult 2023 and start to 2024.
Solutions & Services Group (SSG) Update
The Lenovo business group presentations started off with the SSG group led by EVP and President Ken Wong who reiterated that the company’s?One Lenovo strategy is spearheaded by SSG.?This?reminded me of IBM’s strategy years ago that sought to simply a customer’s experience with the company especially if they were buying from different groups across the vast expanse that was IBM at the time. ?
SSG’s?mandate?is to position Lenovo as a whole to enable “Intelligent Transformation’ for Lenovo’s customers. This takes the form of business outcomes resulting from the application of Lenovo technologies and services delivered with a solution-oriented approach that addresses the vertical industry needs the customer.?
Lenovo is entering year 2 of a three-year initiative to make the One Lenovo strategy and its reinvention into a solutions company reality. With its foundation year behind it, SSG will focus on profitability and market differentiation going into 2024 fostering cross-business group business growth.
Ken also mentioned that Lenovo is betting big on “AI” investing $1 billion in AI over the next 3 years in applying AI internally and eventually commercializing applications. Some of the areas that the company is applying AI today include the development of an AI-enabled sustainability platform, field service, and customer support.
The One Lenovo AI vision is comprised of three outcome domains: personal AI, private AI, and public AI that coincide with individuals or consumers, SMBs, to enterprise.
SSG is positioning TruScale is a platform to enable new AI architectures and Pocket-to-Cloud operating models across the hybrid cloud continuum. The idea behind TruScale AI is to develop AI at scale as a service and then to apply AI at scale as a service internally and for Lenovo customers.
Lenovo sees the future of AI to require next-gen infrastructure to accelerate accelerated through new AI services (10+ service offerings ranging from ideation workshops to GenAI implementation and deployment) and on-device AI driven by smartphones and the AI PC.
Infrastructure Solutions Group (ISG) Update
Next on deck was the ISG business which focuses on HPC, data center, and edge. ISG is led by Kirk Skaugen , EVP at Lenovo and President of the ISG Group, who kicked things off by emphasizing that 2023 is the year of AI.
AI?aside, Kirk shared a number of achievements that his group had in 2023. They achieved #1 in entry storage growing this aspect of their business 158% year over year. In the same period, ISG clocked in at?#3 in total storage growing 116% and is the #3 AI infrastructure provider according to IDC and ITIC benchmark and market share reports.
On the all-important security front, Kirk and his team have held the #1 spot in x86 server security for 4 consecutive years versus its peers.
Kirk announced new professional services for AI in collaboration with Nvidia to make hybrid AI happen and accelerate AI adoption by enterprises. The first phase of engagement with customers will involve focus workshops and fast-start action planning to get initiatives off the ground through discovery into implementation. ISG will work with SSG to provide customers with a full life cycle of services and products for their AI programs.
Charles Ferland , VP and GM of Edge at Lenovo provided analysts with an overview of what was new with the ThinkEDGE line of edge infrastructure products and his vision of Zero X Edge (low to zero-touch provisioning, management, etc.). Charles outlined how TruScale and Lenovo Open Cloud Automation comes together to enable a hybrid AI cloud infrastructure model under a single management plane.
Charles also went over his group’s?continued innovation in edge infrastructure hardware and software, seamless and low-touch operations, and sustainability in regard to energy efficiency, new environmentally friendly materials, packaging, and refurbishment.
Intelligent Devices Group (IDG) Update
Lenovo’s largest group, the Intelligent Devices Group was saved for last in the agenda. Marco Andresen , IDG Global Chief Operating Officer, kicked things off by stating, “AI is poised to be the next big thing. The idea of AI for All is Lenovo is ready to power the AI era.” Marco further asserted that?AI will redefine “personal” in PC stating, “All PCs and devices are about knowledge and experience tailored to?you to do your job better.”
The themes of personalization and privacy with edge and on device AI were threaded across?numerous presentation across the vast IDG portfolio from XR to the new generation of AI PCs that are anticipated to run Large Language Models locally.
Going into 2024, Marco stated that the IDG team’s goal is to offer customers the most comprehensive and connected (seamless) AI-enabled portfolio of devices.
A key area that IDG focused on was their investments in digital workplace solutions that transform and streamline the way we work and enhance productivity. The center of this endeavor is Freestyle (link) which delivers a seamless, cross-device user experience that makes devices across the Lenovo portfolio work better together.?The?concept and experience are an expansion of Think2Think which we saw introduced with the Motorola ThinkPhone earlier this year. ?
XR continues to be an important aspect of the digital workplace solutions strategy. Vishal Shah , GM of XR at Lenovo, shared the progress he and his team made in their enterprise and industrial focus on XR. The ThinkReality VRX headset is one of the first MR passthrough devices to come to market this year well ahead of Apple’s Vision Pro.?
Unlike Meta’s Quest 3 headset, the VRX is not subsidized and priced for the enterprise market. Vishal cited traction in education, manufacturing, and logistics for use cases such as training, collaboration, and immersive visualization.?
In addition to the headsets, Lenovo is looking at leveraging generative AI in augmenting the content creation side of the equation that has been problematic for the industry and the XR device category. Vishal mentioned new features in development for text based GenAI applications for conversational avatars as well as those for art such as 3D object creation and transformation.?
Lenovo announced Project Chronos (link) which melds a number of Lenovo devices and software to create what the Lenovo team describes as a smart portal for 3D content creation, 3D content streaming, and data & device management for XR interfaces and applications.
Finally, the Motorola Mobility led by Sergio Buniac shared stats on the solid growth of his business and the prospect of profitable growth going into 2024 with innovative business offerings such as the ThinkPhone and compelling retro consumer form factors such as the razr series of flip phones.
Furthermore, Sergio and team highlighted some of the work that their design engineers are doing in collaboration with Lenovo’s?Global?Innovation Center to explore ways to take app-based experiences of today toward intent-based experiences and outcomes of the mobile experiences of tomorrow.
NOTE:?For neXt Curve’s analysis and findings, please refer to the full event summary article on the neXt Curve research portal (click here).
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Qualcomm Snapdragon Summit 2023
Date:?October 24 to 26, 2023
Location:?Maui, HI
KEY TAKEAWAYS:
EVENT SUMMARY:
Maui has become home for Qualcomm’s Snapdragon Tech Summit.?We were glad that Qualcomm committed to Maui after the tragic wildfire that destroyed the historic city and former capital of the Kingdom of Hawaii, Lahaina. The event took place in Maui at its time of need much to the appreciation of locals of the Hawaiian island.
Once again, neXt Curve attended Snapdragon Tech Summit which was held at the Wailea Beach Marriott Resort. We attend all three days of Qualcomm’s premiere chip event of the year.
We had a packed and fun schedule with some exclusive analyst roundtables and 1-on-1 briefings that were NDA and non-NDA. Regardless, great insights and information from Qualcomm. Some of the event highlights for us are elaborated on below.
Cristiano’s Keynote: All Eyes on the AI PC (link)
Don McGuire, CMO of Qualcomm, prefaced Cristiano Amon’s keynote with a dedication to the community of Maui for their loss and Qualcomm’s commitment and solidarity with the island that Snapdragon Summit calls home.
Don didn’t wait to tee things up with AI and some impressive stats including hitting a 3 billion milestone of devices around the world powered by Snapdragon.
By the time Cristiano hit the stage, the topic of generative AI was ready to go. Cristiano painted his vision for where Snapdragon and Qualcomm would be taking devices next and how generative AI represents an inflection point where the app-centric model of personal and mobile computing could be redefined into something much more personal, persistently attentive, and driven by AI.
Qualcomm’s AI First vision of the future of computing experiences extends beyond the smartphone to the car, the PC, and our smart home experiences. Qualcomm’s mission is to take “AI everywhere”.
Cristiano also elaborated on the role that on-device AI will play in the grander scheme of AI computing that has largely associated with the cloud and supercomputing HPC. He stated, “On-device extension the possibilities of generative AI” bringing the benefits of:?
Qualcomm’s tone on generative AI was overwhelmingly bullish as its CEO expounded on the unleashing of innovation that the latest craze in AI has spurred.?
Cristiano highlighted the long legacy that Qualcomm has had in AI computing stemming from early work in bringing neural processors to smartphone back in 2017. For these reasons, he pointed out the AI leadership of the broad Snapdragon portfolio of silicon and software rooted in what he asserted was the best-in-class heterogeneous computing capabilities of its processors from smartphones to automobiles.
The big reveal of Cristiano’s keynote was the long-anticipated unveiling of the Oryon CPU that is based on the core designs which Qualcomm acquired in their acquisition of Nubia in 2021. Cristiano was joined on stage by Gerard Williams III , SVP of Engineering at Qualcomm and former founder & CEO of Nuvia to share the highlights of the new CPU core and the first in the line of the Snapdragon X Series of AI PC processors, the Snapdragon X Elite. (link)
Both Gerard and Cristiano gleefully presented what they claimed was industry leading performance per watt of the Snapdragon X Elite for a CPU in the emerging AI PC category. The X Elite delivers over 45 TOPS (INT8) of NPU compute performance and an aggregate 75 TOPS across CPU, GPU, and NPU at order-of-magnitude power efficiency.?
AI Roundtable with Durga Malladi
Following Cristiano’s keynote, a group of analysts attended a roundtable discussion with Durga Malladi , Senior Vice President and General Manager, Technology Planning & Edge Solutions at Qualcomm to talk about the theme of Snapdragon Summit 2023, AI.?
To start, the discussion was heavily slanted toward generative AI and the technical accomplishments that Durga and the Snapdragon team have demonstrated through the course of the year such as running Stable Diffusion on smartphones fitted with the latest Snapdragon 8 Gen 2 SoC. (link)
Durga emphasized that Qualcomm’s AI strategy was not limited to the smartphone or the PC. The company is focused on industrial IoT, XR, automotive as other domains that they intend to make AI pervasive with increasingly performance and power-efficient compute.
When asked about generative AI monetization, Durga admitted it was the wild card at the moment. As for Qualcomm, the hope is that generative AI will drive a significant upgrade cycle especially in China where interest for AI-capable smartphones is high.
Snapdragon X Elite Benchmark Session
Day 1 of Snapdragon Summit was largely about Snapdragon X Elite and plenty of fanfare about the Oryon CPU. Cristiano and Gerard did a great job of setting some very high expectations for Qualcomm’s new class of Arm-based PC processor.
On paper, the Snapdragon X Elite looks like a very compelling introduction of new Qualcomm engineering on top of the new Oryon CPU. The X Elite SoC is manufacture using TSMC’s 4nm process technology. It supports LPDDR5x with 136GB/s of memory bandwidth. (link) ?
Qualcomm claims that the X Elite has 4.5x faster AI NPU processing than current x86 offerings and is able to run 13B+ parameter models and generate 30 tokens per second for on-device generative AI. X Elite also?Integrates Qualcomm’s Micro NPU Sensing Hub for always-sensing functions.
Qualcomm also touted that the Snapdragon X Elite is a single SKU that is able to scale across a range of thermal designs allowing OEMs to use the device for a wide range of PC configurations and form factors.?
We got to seem some of this design flexibility on Day 3 of the event when a group of analysts and media were invited to attend a live benchmark session hosted by Gerard’s engineering team.?
The X Elite engineering team had seven stations featuring live benchmark testing based on two Snapdragon X Elite reference design, a higher power 80W configuration and a lighter 23W configuration at a TDP similar to Apple’s M3 SoC.?
Sriram Dixit , Director of Compute Product Management, our host, kicked us off on our tour by stating that we should expect to experience live benchmarks demonstrating that X Elite delivers leading PC performance per watt of up to 68% less power than x86 and Apple Silicon peers available in the market.
Qualcomm features benchmarks that included:
Bottomline, the Snapdragon X Elite put up some very impressive results and demonstrated parity if not best-in-class performance versus Apple’s 2nd gen processors and offerings by AMD and Intel.
All this being said, Snapdragon X Elite is expected to ship sometime in H2 of 2024. In the meantime, it is likely that Apple, AMD will have their next generation of “AI PC” processors and Intel will launch its first codenamed “Meteor Lake” before the end of the year. ?
Snapdragon 8 Gen 3
Usually, Qualcomm’s premium smartphone SoC is front and center at a Snapdragon Tech Summit. This year was different. It felt like the Snapdragon 8 took a back seat to the Oryon CPU and the newly announced Snapdragon X Elite AI PC processor.
On Day 2 of Snapdragon Tech Summit, Christopher Patrick , SVP of Handsets at Qualcomm presented the new Snapdragon 8 Gen 3 premium smartphone processor that features the improved Kryo CPU manufactured on TSMC’s 4nm process like the X Elite. (link)?
Chris touted that the new flagship processor will be able to run generative AI models of up to 10B parameters?thanks?to a new Hexagon NPU that is 98% faster than that?last?generation.
Of course, we can’t forget gaming. Macey Davis hit?the stage announcing support for 240 FPS gaming, Snapdragon Game Super Resolution for 8K upscaling, and ray tracing with global illumination. Macey also announced that Snapdragon 8 Gen 3 will run Unreal Engine 5 Lumen optimized for Snapdragon.?
In the all-important camera department, Snapdragon 8 Gen 3 will support new AI features such as video object erasure, photo expansion in addition to 12-layer semantic segmentation for classifying things in your photos.?
Snapdragon Sight features EVA 4 depth sensing for up to 1080p30 depth map via iToF sensors using Sony’s LYTIA image sensor for mobile, enhanced night vision for low light capture at 60 FPS,?and Dolby HDR photo capture among just a few new camera enhancements of the Snapdragon 8 Gen 3.
The Snapdragon 8 Gen 3 will likely be the last Qualcomm smartphone processor to feature the Kryo CPU. Qualcomm is expected to transition to Oryon CPU cores with its 4th generation flagship SoC that will very likely be announced at next year’s Snapdragon Tech Summit.?
Snapdragon Sound Round Table
Not a lot of folks know that Qualcomm is into sound. They are in a big way and have been pioneering high-end true wireless technologies that go into wireless headsets and earbud of leading brands such as Bose and Sennheiser. Dino Bekis , VP & GM, Wearables & Mixed Signal Solutions?introduce Qualcomm’s new S7 and S7 Pro sound platform Gen 1 that feature 100x the on-device AI compute of the previous generation. (link)
He also introduced Snapdragon Sound XPAN technology which expands your personal area network by allowing your headsets or earbuds to seamlessly switch between Bluetooth to Wi-Fi for optimal and pervasive sound over your Wi-Fi network. This feature is supported currently on the S7 Pro only.
Dino is also in charge of what we consider a very important platform called Snapdragon Seamless which is a framework that Qualcomm is offering to OEMs to create seamless cross-device user experiences and integrations. Dino told us that Qualcomm is taking a non-proprietary approach to create an open and common middleware as well as a set of standard services for integrating experiences across smartphones, PCs, and other personal devices. (link)
XR and Spatial Computing
Yes, Hugo Swart is Mr. Spatial Computing. He coined it. We were there at CES 2023 when he did well before Apple appropriated the term. With the Apple Vision Pro expected in the middle of 2024, Qualcomm needs to up its game. Hugo and team were on it introducing the Snapdragon XR2 Gen 2 SoC for XR.
The Snapdragon XR2 Gen 2 offers 8x better AI performance over the previous generation XR SoC. It is able to support up to?12ms ultra-fast video see-through latency and delivers?50% improved GPU power efficiency.?The?new processor also supports?3K per eye display resolution as well as foveated rendering. (link)
Oddly, the XR star at Snapdragon Summit 2024 was not the XR2 Gen 2. It turned out to be the Ray-Ban smart glasses from Meta which Hugo himself sported throughout the duration of the conference. The Ray-Band smart shades use Qualcomm’s latest AR1 Gen 1 SoC which supports up to 12 MP photos and 6MP videos. It also supports Wi-Fi 7, Bluetooth 5.3, and comes with a premium 14-bit ISP with support for computational HDR. It also features on-device AI for visual search and real-time translation applications. (link)
Needless to say, Snapdragon Summit 2023 was a jam-packed event with a lot of important announcements and implications that come at an important time for Qualcomm as it looks at new opportunities and faces emerging competitive challenges in this moment of generative AI that has defined 2023 and will likely shape the future of Qualcomm in 2024 and beyond.
NOTE:?neXt Curve’s analysis and findings, please refer to the full event summary article on the neXt Curve research portal (click here).
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Apple "Scary Fast" Event 2023
Date:?October 30, 2023
Location:?Virtual
KEY TAKEAWAYS:
EVENT SUMMARY:
We were in Maui for Snapdragon Summit event where Qualcomm had just unveiled the new and highly anticipated Oryon-based X Elite PC processor when word arrive on the shores of the Hawaiian island that Apple had announce a special event entitled “Scary Fast”.
While there was speculation that Apple had cobbled together a desperate attempt to regain the headlines the Halloween-themed virtual event was well produced and exhibited no lack of craft or thought but was also one of the shortest in recent memory clocking in at only a little over 30 minutes.
New M3 Apple Silicon??
Apple led with the unveiling of a new M3 family of processors, the first device produced using TSMC N3 process technology. As typically the case, Apple is the first to sample and use the latest from TSMC with others following once the leading-edge process technology has worked out its kinks.?
We had just spoken with Gerard Williams, Qualcomm’s SVP of Engineering and former CEO of NUVIA, about the Snapdragon X Elite they had just announce and what he thought we could expect from an M3 Series from Apple. Gerard prognosticated that Apple would probably realize a mere 15 percent improvement in CPU performance over the previous M2 generation with TSMCs N3 process technology. He was basically spot on.
Apple highlighted their new GPU architecture that includes Dynamic Caching which enabled more efficient use of memory thus improving the average utilization of the up to 40 GPUs of the top end in the M3 family, the M3 Max. The new series of Apple Silicon also support hardware-based ray tracing.
The new processors can be configured with up to 128 GB of Unified Memory from the 96 GB of the M2 Max. Can we expect M3 Ultra some time in H1 of 2024 with 256 GB of Unified Memory? Seems inevitable.
Given all the craze about NPU TOPS these days, the M3 family tops out at 18 TOPS (FP16) which amounts to a 15% increase from the M2 family of SoCs.
New M3 MacBook Pro
Apple followed up with a new line of M3 Apple Silicon with a new line of MacBook Pros with 14″ and 16″ display versions. The new MacBooks can be maxed out with up to 8TB of storage. The big statement here, Apple is beating both Intel and Qualcomm with their response to their 3rd generation of AI Macs and laptops.
One More Thing…
Apple capped things off with one more thing, an M3 iMac. The iMac has not been refreshed in two and a half years since the M1 iMac was introduced. Apple makes it pretty obvious that they are targeting Intel Mac owners touting 4x performance improvements to entice upgrades and to accelerate the sunsetting of Intel from the Mac installed base.?
NOTE:?For neXt Curve’s analysis and findings, please refer to the full event summary article on the neXt Curve research portal (click here).
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7 个月Thanks to some of my friends who have pinged me that the newsletter says October. Yes, sadly, I'm that behind. Appreciate the support! I produce so much content, it is hard to rein all of it back in as a summary for a newsletter every month that ends up being 30 to 40 pages for each edition.
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7 个月Great article thank you