Light Reading
4:45 PM Sanjay Jha (formerly) of Motorola sees 4G gold in LTE-Advanced, but getting startups in on the game won't be so easy

Spare a Dime for Analog?

Craig Matsumoto
Valley Wonk
Craig Matsumoto
1/4/2013
50%
50%

4:45 PM -- Analog engineering is hard. Digital isn't always easy, but it's more methodical; analog tends to be a black art, based on gut feel and experience. So, it's not surprising to hear Sanjay Jha, former CEO of Motorola Mobility, say that analog chips -- antennas and the analog front-end -- would be good territory for startups to mine when it comes to LTE-Advanced. Jha was on an LTE-Advanced panel at Thursday's Trend Spotting2 Technology Summit, put on by Cowen and Co. (The "2" is there because it's the second time they've put this on.) LTE-Advanced is the next step in 4G wireless, of course, and it lets a mobile device combine up to five carriers (a "carrier" in the sense of one radio signal, or a chunk of spectrum) for speeds up to 100 Mbit/s. (See Meet the Next 4G: LTE-Advanced.) And it sounds like it's going to come with some difficulties, particularly as more combinations of carriers come into use. The point wasn't to discourage the audience of investors. In fact, it was the opposite: showing them that LTE-Advanced presents questions that new companies could try to answer. "It is possible to continue to make money in wireless business, and therefore, it is worth taking all the risk and all the complexity this industry is facing," Jha said. But to his point about chips: The smartphone is dominated, in terms of physical layout, by what Jha grouped as "passives," meaning, antennas and front-end analog components. These items can't be integrated yet. "If I were looking to invest a dramatic amount of money to improve the performance of a handset right now, that's where I'd look," Jha said. It sounds like a good theory. But there's something else to consider. At the same conference, I ran into Yoon Choi, who's in corporate business development for Maxim Integrated, an analog chip company with a market capitalization near $9 billion. She's helped start a venture-funding division of Maxim, partly because venture capital for semiconductor startups has been so difficult to come by. Hardware remains a hard sell among VCs. It's true that there are interesting problems waiting to be solved, but I'm not sure that means something like analog chip design is going to get the funding it deserves. Jha had a good point about the potential, but it's more likely that established companies would have to foot the bill for the innovation he's seeing. In fact, he mentioned a second LTE-Advanced category that probably has more venture-funding appeal: the management of all those small cells that are going to be scattered around the network. — Craig Matsumoto, Managing Editor, Light Reading

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
lr-mobile-DanJones
50%
50%
lr-mobile-DanJones,
User Rank: Light Beer
1/7/2013 | 5:59:48 PM
re: Spare a Dime for Analog?
Shrinking down the antenna array for smartphones is likely where the money is.
More Blogs from Valley Wonk
Comcast joins Google in asking for a flexible-rate optical standard, rather than 400G or terabit, but that's easier said than done
Cisco, Juniper and other more traditional Interop speakers might get overshadowed by the forces of virtualization
The Open Networking Summit has climbed the hype curve, but the conference should cling to its roots as a techie discussion forum for software-defined networking
The coalition's chairman says all these companies plan to further the SDN cause and don't have a 'nefarious' angle
Big vendors are reportedly banding together to unify SDN's approach but is it more about steering the conversation?
Flash Poll
LRTV Custom TV
A New Security Paradigm in SDN/NFV

7|28|14   |   02:54   |   (0) comments


Paul Shaneck, Global Director Network Solutions for Symantec, discusses the evolving virtualized network, explaining how Symantec is leading the security discussion as it relates to SDN and NFV, and helping to ensure the network is protected and compliant.
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Light Reedy
Numbers Are In: LR's 2014 Salary Survey

7|24|14   |   1:25   |   (7) comments


Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
LRTV Custom TV
Driving the Network Transformation

7|23|14   |   4:29   |   (0) comments


Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
LRTV Custom TV
Distributed NFV-Based Business Services by RAD

7|18|14   |   5:38   |   (0) comments


With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
LRTV Custom TV
MRV – Accelerating Packet Optical Convergence

7|15|14   |   6:06   |   (0) comments


Giving you network insight to make your network smarter.
LRTV Custom TV
NFV-Enabled Ethernet for Generating New Revenues

7|15|14   |   5:49   |   (0) comments


Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
LRTV Custom TV
Symkloud NVF-Ready Video Transcoding, Big Data

7|9|14   |   3:41   |   (0) comments


Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
LRTV Huawei Video Resource Center
The Evolving Role of Hybrid Video for Competitive Success

7|4|14   |   4:09   |   (0) comments


At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
LRTV Huawei Video Resource Center
How CSPs Leverage Big Data in the Digital Economy

7|4|14   |   4:48   |   (2) comments


Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
LRTV Huawei Video Resource Center
Accelerator for Digital Business – Future Oriented BSS

7|4|14   |   3:08   |   (0) comments


Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
Infographics
Packet Design asks network professionals how they handle the cloud, SDN, and network management.
Hot Topics
Is Windstream Boldly Setting a New Trend?
Carol Wilson, Editor-at-large, 7/29/2014
U-verse Growth Slips But Still Strong
Alan Breznick, Cable/Video Practice Leader, 7/24/2014
Pics From Comic-Con -- Honest!
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/30/2014
Verizon Applies 3G Throttling Policy to LTE
Sarah Reedy, Senior Editor, 7/25/2014
If Not Muni Networks, Then What?
Carol Wilson, Editor-at-large, 7/28/2014
Like Us on Facebook
Twitter Feed