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The G2 on 5G Podcast: AST SpaceMobile's 4G Call, Qualcomm's New SoCs, T-Mobile's Satellite Apps, MediaTek's Dimensity 9500, China's Infrastructure Blocks, and Arm vs. Qualcomm Legal Battle
Season 5 · Episode 38

The G2 on 5G Podcast: AST SpaceMobile's 4G Call, Qualcomm's New SoCs, T-Mobile's Satellite Apps, MediaTek's Dimensity 9500, China's Infrastructure Blocks, and Arm vs. Qualcomm Legal Battle

The 6G Podcast by Moor Insights & Strategy · Anshel Sag and Mike Dano

October 4, 202520m 8s

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Show Notes

Welcome and Introduction

- Will Townsend hosts episode 238 of G2 on 5G with analyst Anshel Sag

- Podcast covers six 5G and 6G topics in about 20 minutes

AST SpaceMobile's Breakthrough

- Conducted first space-based 4G VoLTE call with Bell Canada

- Includes voice, broadband data, and video streaming capabilities

- Paves way for production and monetization

Qualcomm Snapdragon Summit Highlights

- Launch of two new SoCs for smartphones and PCs

- Third-generation Orion custom processor outperforms competitors

- Introduction of Guardian feature for remote PC management

T-Mobile's T-Satellite Service Expansion

- Announcement of app support for T-Satellite service with Starlink

- Integration with T-Life app and other solutions like AllTrails and AccuWeather

- Enhances usability for SOS and emergency situations

MediaTek's Dimensity 9500 SoC

- New flagship part using latest ARM IP

- Improvements in performance, power efficiency, and ray tracing

- Competitive positioning against Qualcomm in the Android market

China's Infrastructure Security Measures

- Implementation of rigorous certifications for foreign infrastructure providers

- Slowing progress for companies like Ericsson and Nokia in the Chinese market

- Reduction in market share for Western companies in China

Ongoing Legal Dispute: Qualcomm vs. ARM

- Recent settlement of one lawsuit, but continuation of legal battles

- ARM's appeal of the verdict and Qualcomm's separate lawsuit

- Discussion on the broader implications and potential outcomes

Closing Remarks

- Invitation for listeners to provide insights on specific 5G topics

- Social media handles shared for Will Townsend and Anshel Sag

- Request for listeners to rate and subscribe to the podcast