Wilkinson Barker adds former Colorado, Denver, and U.S. official Arthur Ortegon as partner; his experience includes government relations, legal, regulatory, political, community investment and external affairs for telecom, transportation and mass media ... Glen Echo Group hires from House Ways and Means Committee staff Dan Rubin as senior director ... TechNet promotes Cameron Demetre to executive director, California and the Southwest.
The FCC cleared the first device authorized to use the 6 GHz band, allocated in April for Wi-Fi and other unlicensed use (see 2004230059), approving Broadcom's BCM4389 chip. “The Commission cleared the way for such advances with its landmark action earlier this year, making up to 1,200 megahertz of spectrum available for higher powered unlicensed use,” said Chairman Ajit Pai: “Today, we are starting to see the fruits of this work, and consumers will now start to benefit in a big way.” Vijay Nagarajan, Broadcom vice president-Mobile Connectivity Division, said it's a “red-letter day” for Wi-Fi. “We've shipped 100s of millions [of] Wi-Fi 6 devices,” he said: “We look to capitalize on this install-base of devices while also heralding the Wi-Fi Space Age with 6 GHz support.” The chip uses 6025-6985 MHz. “This module may only be marketed and sold to an OEM system integrator that has an agreement with the grantee and has been provided detailed instructions on installation conditions to ensure that the correct firmware is installed,” the authorization states: “Host systems must be intended for indoor use only, outdoor applications are NOT allowed.” Consumers are likely to have 6 GHz devices “in the first half of 2021,” Nagarajan emailed.
“Rapid recovery” in the semiconductor industry “appears to be stressing significant portions of the supply chain,” said Marvell Technology Group CEO Matt Murphy on a fiscal Q3 investor call Thursday. “These supply challenges are currently limiting our ability to fully satisfy the increase in demand for some of our networking products.” Marvell’s quarter ended Oct. 31. Marvell customarily enters every quarter with “a fairly steady level of delinquency,” defined as the volume of orders on hand that it “can't supply within the quarter,” he said. “Heading into Q4, that number is significantly larger than we've had.” That Marvell customers are adapting to the constraints by placing “longer lead times on us” is only exacerbating the delinquency, said Murphy. The stock closed 4.7% lower Friday at $43.38. When Marvell talks to its supply-chain partners, “there is an anticipation that certainly within the first quarter or two in calendar '21, that we will see some improvements there,” said Murphy. It’s forecasting $785 million in revenue for Q4 ending early February, plus or minus 5%. Marvell would end the quarter up 9% from the year earlier at the midrange of that guidance. Revenue in Marvell’s networking business in Q3 was $445 million, up 10% sequentially from fiscal Q2 and 35% from the year-earlier quarter, said Murphy. Q3 was Marvell’s fifth-straight quarter of sequential revenue growth in 5G, he said. In the fiscal first half, Marvell’s application-specific IC business drove much of the 5G growth, “benefiting from the rapid deployments in China,” he said. Though the wireless infrastructure ASIC business remained strong in Q3, “the sequential growth was driven primarily by standard and semi-custom product shipments to Samsung,” he said. 5G rollout outside China “is starting to pick up,” said Murphy. “We expect consumer demand for 5G services will continue to grow worldwide,” especially following the launch of new Apple 5G phones, he said. If Qualcomm's forecast comes to pass that 500 million 5G-enabled smartphones will ship globally next year, “I think that's going to drive a lot of demand for networks,” he said. Marvell’s 5G customer base “continues to expand,” said Murphy. A second regional 5G infrastructure customer picked Marvell's Octeon microprocessors to power its new 5G base stations, he said. The unnamed customer plans to “engage” with Marvell on a “variety” of radio access network architectures for 5G, including “emerging” open RAN initiatives. By adding ORAN and virtualized RAN capabilities to its existing 5G offerings, “Marvell will be the ideal semiconductor partner with a complete 5G platform capable of supporting all RAN architectures on a common hardware and software framework,” said Murphy. “This is a critical differentiator for Marvell,” he said. “Most 5G networks will have a complex hybrid architecture to support a diverse set of deployment scenarios.”
PC component shortages continued to dog HP and Dell in their October quarters as the supply chain buckled under the weight of heavy consumer demand for telework and remote-learning connectivity tools, the vendors reported on their Tuesday evening investor calls. IDC ranked HP and Dell second and third behind Lenovo in calendar Q3 global PC share.
Analog Devices CEO Vincent Roche thinks 5G is “at the early stages of a multiyear -- probably decade -- ramp” up, he told a Tuesday investor call for fiscal Q4, ended Oct. 31. He thinks 2021 will bring deployments of 5G “more globally beyond China,” he said. “I expect America to be the primary driver, probably toward the second half of 2021.”
NTCA adds Mano Koilpillai, ex-Dynamic Consulting and Accounting, as chief financial officer; Roxanna Barboza, ex-Department of Agriculture, as industry and cybersecurity policy analyst; and Lauren Gaydos, ex-communications director for Rep. Brett Guthrie, R-Ky., as public relations manager ... Charlotte Willner from Pinterest named founding executive director of Trust & Safety Professional Association and its sibling organization Trust & Safety Foundation Project.
NAB hires Tea Gennaro, ex-Associated Builders and Contractors, as executive vice president-chief financial officer, taking over from CFO Trish Johnson, "who recently transitioned to a consultancy role" ... Patent and Trademark Office appoints David Berdan, ex-Gaming Arts, general counsel ... Ogilvy Government Relations promotes Alissa Clees to principal, with clients including RIAA and Verizon; she "manages the firm’s social media initiatives" and is on the board of Jenkins Hill Society, a female fundraising group supporting Democratic women in Congress.
Semiconductor Manufacturing International Corp. has “deep regret” about the Trump administration imposing national security export restrictions on China’s largest chipmaker (see 2009080057), said SMIC Chairman Zhou Zixue on a Q3 investor call Wednesday. Though the restrictions “will have an impact on SMIC in the near term, we believe it’s manageable,” he said. “The company will maintain close cooperation with suppliers and customers and continue to maintain active communication with the relevant department of the United States government working to resolve possible differences.” SMIC supplies products and services only for “civilian end users,” said co-CEO Zhao Haijun. “SMIC strictly complies with the laws and regulations of all jurisdictions where we conduct business. Over the years, we have established good cooperative relations with well-known customers and semiconductor equipment suppliers in the United States and internationally.” The company is working with U.S. suppliers to apply for export licenses, he said: It risks longer delivery lead times for equipment and raw materials due to the restrictions.
As Qualcomm starts to deploy 5G in the automotive sector over the next 12-18 months, “we are seeing really a complete overhaul in terms of how automakers are thinking about the connectivity portion of electronics in their vehicle,” said Nakul Duggal, senior vice president-general manager, automotive, at a virtual Deutsche Bank investor conference Wednesday. “The antennas have to be designed differently,” he said. “You basically have to have four different antenna elements for transmit and receive that requires the car design to change to be able to accommodate that type of capability. The location of where you put the modem becomes important because of the distance from the antenna.” The electronics need to be “closer to the roof line” to prevent signal loss, he said: “This is really a major architectural shift for a lot of different automakers.” That expands Qualcomm's role from the supplier of the semiconductors “to become kind of the adviser for the system platform for the automaker,” he said.
Incompas CEO Chip Pickering is hopeful this Congress enacts FY 2021 funding and a COVID-19 aid bill, despite partisan rancor. Group officials told a Thursday webinar they’re monitoring whether the Senate confirms FCC nominee Nathan Simington, plus the impact of a change to a majority-Democrat commission after President-elect Joe Biden’s inauguration.