Just published - CCS Insight analysis of the key announcements at #SnapdragonSummit. A pivotal event for Qualcomm. Access here for clients or DM me if you're interested in receiving a copy. my.ccsinsight.com/reportaction/5…

Recommend viewing. A superb discussion with Durga Malladi from Qualcomm covering 5G, AI, cloud and Open RAN. Essential for anyone interested in direction of travel and the intersection of fundamental technologies. Kester Mann Ben Wood Shaun Collins ccsinsight.com/blog/interview…

Big news in mobile messaging. Apple adopting RCS & opening up messaging. EU's Digital Markets Act (DMA) has been key factor in this decision. CCS Insight has repeatedly predicted DMA would drive change in a similar manner to GDPR (and USB-C legislation). 9to5mac.com/2023/11/16/app…

Our take on Apple's move to embrace RCS. There's a lot to unpick and a lot that's yet to be determined but this is the Digital Markets Act shaping the direction of Big Tech far beyond the boundaries of the EU. A fascinating year ahead. ccsinsight.com/blog/apple-emb…

Today on the CCS Insight blog, I share some thoughts on what we’re expecting to see at #CES24. AI and automotive are likely to be dominant topics but I’m hoping for some interesting and innovative gadgets too. Looking forward to the show! ccsinsight.com/blog/ces-2024-…

Today on the CCS Insight blog, I’ve shared some thoughts on the new Snapdragon XR2+ Gen 2 chipset, which kooks set to be used in Samsung & Google’s forthcoming headset. Announced just ahead of #CES24, it’s the first major update for the #XR industry ahead of a busy year

Delighted to announce that Ian Fogg has joined the CCS Insight team to spearhead our insight into network transformation. Tune in to our MWC 2024 webinar to hear more..

Delighted to host this session today for CODE. Superb discussion on the importance of open ecosystems, regulation and the role of CODE. #MWC24

Excited to be at the #microsoftevent at a shiny new Redmond campus. Looking forward to lots on Copilot, AI and what’s next for Windows PCs..

Microsoft announces Copilot+. A new class of PC based on on-device AI and with broad support from across the ecosystem. #microsoftevent

Worth noting that only Qualcomm can deliver on the Copilot+ spec at launch. Intel and AMD will follow towards the end of the year. A huge coup for @qualcomm and the result of a deep strategic partnership with Microsoft. #microsoftevent

“Recall” is one of the big experiences at the heart of #Copilot+. “Find anything you’ve ever seen or done on your PC”. Great utility and a terrific example of why on-device AI is so critical

The details of the Copilot+ spec.. Snapdragon X Series central to this effort which is taking the fight to Apple M-series. #windowsevent

This is a very different launch to previous Windows on Arm efforts. Broad OEM support (7 OEMs) masses of native apps and a big jump in emulation performance. A huge opportunity for Qualcomm to challenge @Intel and AMD. #microsoftevent

Windows Copilot runtime. Enabling developers to build experiences running on device. Includes API for Recall and new Phi-3 and Phi-Silica models. PyTorch also now native on Windows. Lots being enabled here! #MSBuild

A reminder of how quickly MS is moving with Copilot and #AI infusion.. All built off the Copilot stack, exponential increases in performance and efficiency.. “Count on this getting more robust and cheaper over time” #MSBuild

This is a key takeaway from #MSBuild. Microsoft working hard to provide choice and breadth for developers. An AI model for every need and target. The OpenAI relationship is the tip of the spear.

Hugely impressive line up of partner CEOs featured at #SnapdragonSummit including Microsoft, Meta, OpenAI, Epic Games, GM, BMW, Best Buy, Samsung, Xiaomi.. & still going. Underlines ecosystem breadth, Snapdragon diversification and elevated role as strategic partner in age of AI

Seated and ready for Qualcomm 2024 Investor day in NYC. This should be a good one given trajectory of auto and PC..

“Qualcomm today is very different from Qualcomm from the past”. Diversification progress will be the theme of the day. Big progress since it set out the “Edge computing everywhere”vision in 2021