Netgear is focused on the future of connectivity at CES 2019 with new products it believes can keep you online at home and on the go. The California-based networking company is showing off two new additions to its Orbi mesh router family designed to bring internet to the regions of your home that have been dead zones and the Nighthawk 5G Mobile Hotspot that to provide high-speed connections while you're away from the house. Netgear is getting into the 5G game with the Nighthawk mobile hotspot. The Nighthawk uses a Qualcomm Snapdragon X50 5G modem, and Netgear claims its the commercially available 5G modem to feature standards-based millimeter-wave spectrum -- a higher frequency spectrum that can carry larger amounts of data at higher speeds. The 5G mobile hotspot will available exclusively on AT&T's mobile 5G network, which the company has started launching in major cities across the US.
Intel will be the exclusive supplier of wireless modem chips for the next generation iPhone X (far left) and iPhone X Plus (middle) that will debut this fall.Atherton Research In Qualcomm's earnings call today, CFO George Davis finally admitted what was considered a sure thing by most industry observers, including ourselves: Apple will scrap Qualcomm's wireless modem chips from all of its new iPhone models (X, X Plus...) that will debut this fall. "We believe Apple intends to solely use our competitors' modems rather than our modems in its next iPhone release. We will continue to provide modems for Apple legacy devices," said Davis after Apple most likely didn't renew its contract with the chipmaker last month. Qualcomm was Apple's exclusive supplier of wireless modems until 2 years ago, with the launch of the iPhone 7 and iPhone 7 Plus, when Intel began supplying chips for some iPhones that were not compatible with Verizon and Sprint CDMA networks. We believe that Qualcomm currently holds about 50% of the global standalone wireless modem chip market, followed by MediaTek (25%) and Intel (6%), with Samsung, Huawei, and Spreadtrum taking the remainder.
While the avalanche of announcements may have made it seem otherwise, today officially marks the first day of Mobile World Congress 2019, and aside from all the ambitious, weird, and sophisticated new handsets on display at the show, without a doubt the other big topic for the show is 5G. By now almost all the major carriers have already started deploying 5G networks, and with the announcement of the Galaxy S10 5G, a new 5G modem from Qualcomm, and even more 5G-ready phones to follow at MWC, it sort of feels like we're reaching a critical mass for 5G momentum. We're talking about mobile data speeds potentially in excess of one Gbps, latencies of less than five or 10 milliseconds, and networks robust enough to handle the quickly growing number of IoT devices. But before anyone goes HAM on a 5G tech spending spree this year, there are three big things that have me feeling bearish on 5G between now and 2020. The first problem is the limited availability of 5G networks.
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Comcast plans to begin offering its own wireless service by the middle of 2017. Comcast CEO Brian Roberts, speaking Tuesday at the Goldman Sachs' Annual Communacopia Conference in New York City, said the company planned to launch a wireless service by the middle of 2017. The service would deliver connectivity over the Verizon Wireless network and Comcast's own millions of Wi-Fi hotspots around the U.S. It essentially would be, he said, "the Verizon network maybe improved with our 15 million hotspots," Roberts said. Comcast can lease bandwidth on Verizon's network as part of a Justice Department agreement four years ago in which Verizon bought 3.6 billion in wireless spectrum from Comcast and other pay-TV companies. Current Comcast customers -- and those within its service areas -- would be able to sign up for larger bundles of Comcast services with the availability of wireless service added to current TV, broadband and phone offerings.