Technology Brief – March 15, 2022
1. Why Chiplets are Critical to Future Processors
“…UCIe, if fully implemented and standardized, will have a profound impact on how processors are produced and what functions can be included. While there is still a lot of work to be done to make components fully compatible, and its likely to take 2-3 years to get to shipping products, but chiplets are a revolutionary step in an effort to keep the promise of Moore’s Law alive. It’s likely that this technology will usher in a new world of more complex, more quickly updated and more customized chips….”
2. T-Mobile T-IoT Enables Geographically Dispersed Connected Things
“…Connected IoT devices over a 5G network show much promise in making systems safer, more intelligent and offering two way communications in real or near real time. But the complexity of deploying IoT assets across multiple geographies and particularly for those that travel wide and far has limited the attractiveness. The T-IoT service holds the promise of simplified deployment and management….”
3. RISC-V Gets a Push from Intel and Partners
“…RISC-V is an ascendant processor technology that will take 2-3 more years to become mature, but that holds promise for many current and emerging companies to offer products compatible with its open source instruction set.… RISC-V is beginning to reach a critical mass that makes it an attractive option. We expect a large number of both complete processors and “chiplet” designs to become available in the next 1-2 years….”

Technology Brief – March 1, 2022
1. Lacework Secures the Multicloud
“…Most organizations, especially those moving to a multi-cloud environment, face major challenges in ensuring all data and apps remain secure and meet increasing complex compliance requirements. But many enterprises have a plethora of disparate tools used by DevOps and SecOps … The only efficient way to truly achieve a secure and private capability is to use an integrated “single pane of glass” approach that doesn’t require excessive resources needed to manage and interpret a large number of standalone tools….”
2. There’s Advantage to Nvidia and Arm Going their Separate Ways
“…We don’t believe there was any real damage done to either company… We expect Nvidia will to continue on its growth path, and Arm will continue to license its IP to many companies that make a very large number of chips. But Arm does need to be looking over its shoulder at RISC-V as a potential competitor, although probably not in the short term (the next 3-4 years)….”
3. AMD’s Embrace of Microsoft’s Pluton: Real Security Advance or Just Marketing?
“…While Microsoft should be commended for trying to rationalize the needs for security across many different devices and vendors, Pluton should be seen as a feature improvement and not a major security enhancement. Any security improvement is a good thing, but this really is more of a uniformity extension than a true security upgrade….”

Technology Currents– February 15, 2022
1. Why it May be Some Time Before You Get a 5G Enabled Laptop
“…when I went to order the machine with a 5G modem installed, I got sticker shock! HP quoted a $400 uplift on the price of the machine to get 5G! That’s an amazing 25% uplift. The vast majority of people who are buying a new machine…won’t pay an additional 25%+ to get a 5G modem installed! …At this cost premium, there will be very few takers, even for corporate users who are less price sensitive…. I do think we will eventually get to reasonably priced 5G enabled laptops that are widely purchased and deployed. In fact, I expect that in 3-4 years, we’ll see 35%-50% of enterprise laptops equipped with 5G capability. But the current costs and complexity barriers need to be resolved before this will happen. So if you’re looking to buy a new laptop, and want a 5G enabled device, you may not get an attractive option to do so in the short term.

Technology Currents– February 8, 2022
1. Telcos Must Move to a Modern Data Cloud
“…Most telcos well understand, they can’t continue to run old style systems that were built in some cases decades ago and that stand alone without the data integration necessary to fully understand the total business operations. They must, and in most cases are moving to a modern cloud based environment that enables a multi-faceted view of all the systems that interact with the customer, as well as internal systems required to fully optimize network operations….”

“…Carriers worldwide are struggling to fully cloud-enable back end systems to better understand customer behavior and offer new services like payments, entertainment, paid apps, security services, etc. This requires a centrally managed data cloud environment that can not only provide the required analytics to mange operations, but also provide the needed oversight for regulatory compliance and privacy….”

Technology Brief – January 15, 2022
1. Why Intel’s vPro isn’t Just for Enterprise Anymore
“…We believe that Intel has a superior security story to tell with its vPro products that it’s just now starting to emphasize,… Intel needs to do a better job of informing companies, both large enterprise and SMB, about the features available to keep company assets secure. We estimate that only 5%-10% of PCs ship with vPro chips currently, but we expect Intel’s renewed emphasis on messaging the benefits, and the significant security enhancements available, will double that share in the next 3-4 years….”
2. Samsung Networks’ Push for Market Share in 5G
“…While Samsung Networks has not always been first in mind when thinking of 5G infrastructure suppliers, we expect Samsung with its proven technology and wide-ranging product line to achieve a major market share for public networks, but increasingly for private networks as well. The challenge for Samsung Networks will be to focus on making more organizations deploying private networks aware of its place in the market and familiar with its performance and breadth of products….”
3. Marvell Ups its Game – Pursuing New and Emerging Markets
“…Marvell is leveraging its expertise in communications and a growing need for higher level networking systems to upscale its business from primarily a chip level supplier to a board-level provider. While it’s a huge opportunity, Marvell is not alone in targeting this market for SmartNICs and related networking components and will face some stiff competition….”

Technology Brief – January 1, 2022
1. Why the Samsung Galaxy S21 FE will Resonate with Enterprise
“…with the Galaxy S21 FE Samsung can boast a higher end device at a mid-tier price that many organizations will find attractive to deploy for a large portion of their workforce. We may not see Samsung directly market this device to business users, but it will likely be a popular option in the B2B marketplace, and companies should be examining the device for many of their internal deployments….”
2. Can AWS Reinvent Manufacturing with Digital Twins?
“…While AWS has a broad range of industrial components available for a variety of users, we expect the TwinMaker Digital Twins components to ultimately be the one of the single most valuable components in this solution set across a variety of users. It provides the ability to optimize business processes and enable best use of the various other AWS Industrial components… ultimately the TwinMaker solution may well be deployed across many other of the AWS industry-specialized solutions….”
3. TeleSign Secures a New Path
“…A company that provides high quality, reliable and above all accurate identity verification and fraud detection services must be a required component of any enterprise to consumer (or enterprise to worker) engagement. We believe that TeleSign has its sights set on becoming the premium provider of such services as it builds on its already substantial ecosystem….”