Thierry's connectivity newsletter #98
Semiconductors & standards/ Ecosystem OEMs
Broadcom revenues up 23% yoy to $8.5B in FQ3 (61% operating margins) with strong performance from semiconductor - link
Arm sues Qualcomm and Nuvia for breach of license and trademark - link
Micron to invest $15 billion in new U.S. manufacturing unit - link
Telit acquires Mobilogix in custom IoT push - link
Renesas to acquire Steradian to expand reach in radar market - link
Worldwide Shipments of PCs and Tablets Forecast to Decline in 2022 and 2023 Under Challenging Market Conditions - IDC
Next-gen USB aka USB 4 version 2 promises to be twice as fast, using cables you may already own - link
Android 14 will add support for satellite connectivity, remove Android Beam- link
Audio
HP Inc. Completes Acquisition of Poly - link
Shokz New Opencomm UC Bone Conduction Stereo Bluetooth Headset Now Available - link
Soundskrit Debuts World's First Directional MEMS Microphone - link
Smart innovation & ultimate high-fi audio: new JBL Tour PRO 2 True Wireless with display in the case and Tour ONE M2 headphones - link
Latest Harman Kardon Onyx Studio speaker is best sounding and most eco-friendly yet - link
JBL Bar 1000 the flagship of four new Dolby Atmos JBL soundbars - link
Sony Electronics Introduces HT-A3000 Dolby Atmos Soundbar - link
Oppo tunes-up music features with latest Spotify tie-up - link
Jabra Elite 5 wireless earbuds offer hybrid ANC on a budget - link
Bang & Olufsen's new Dolby Atmos soundbar is designed to outlive your TV and maybe even you - link
Philips announces Dolby Atmos soundbar range, plus FS1 wireless speaker with Ambilight - link
Audio Technica launches two Bluetooth turntables and a high-end cartridge - link
StreamUnlimited and GrAI Matter Labs Demonstrate Real-Time Sound Source Separation AI Platform at IFA-2022 - link
DTS Play-Fi Turns-Up the Volume at IFA 2022 - link
Qualcomm and Bose Partner to Deliver Unparalleled Wireless Audio Experiences - link
India TWS Shipments Increase 168% YoY in Q2 2022; Local Brands Capture Record Share at 81% - link
Pixel 7 series and Pixel 7a may bring ‘higher quality’ Bluetooth LE Audio support - link
Wearables & VR
Making the smartwatch independent - link
AR glasses maker Nreal receives another multi-million dollar investment - link
Apple trademarks “Reality One” for its mixed reality headset - link
Lenovo’s Glasses T1 let you bring a private big screen display with you - link
Qualcomm and Meta Partner to Deliver Multi-Generation Metaverse Experiences - link
Smart Home & Smart Cities
Samsung previews IFA 2022 event: It’s all about the smart home - link
Xperi reveals Europe’s Vestel as first TiVo smart TV OS customer - link
Tado’s smart thermostat can now heat your home when prices are cheapest - link
IoT Gateways Forecasted to Grow to Nearly US$48 Billion in Revenues by 2026 – ABI Research
Apple may face a DOJ antitrust complaint over AirTags - link
Ring’s latest gadget makes your apartment intercom smart - link
Auto
Xiaomi will build own car factory instead of buying one from BAIC - link
NXP introduces automotive secure element for smart key fobs- link