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随处可见的蓝牙技术,怎么成了“熟悉的陌生人”
3 6 Ke· 2025-06-26 00:30
就在2025年5月初,蓝牙技术联盟(SIG)正式公布了新一代的标准规范蓝牙6.1。 值得注意的是,这可能是蓝牙标准近年来"换代"最快的一次,因为此前的蓝牙6.0标准公布于2024年9月, 这一新版本亮相才不过间隔了8个月。而按照以往的经验,蓝牙标准往往都是两年左右才会会更新一版。 为什么SIG会如此急推出蓝牙6.1版本呢?从他们公布的更新内容来看,这是因为蓝牙6.1本质上就是蓝牙6.0 的"安全补丁",主要是为了解决蓝牙6.0大幅增强设备定位能力之后,所可能会引发的隐私泄露情况,封堵 了第三方APP(及设备)借助蓝牙连接记录,来跟踪用户位置的可能性。因此蓝牙6.1相比蓝牙6.0并不需要 新的硬件,同时也不会带来什么其他很明显的用户体验改进。 但这也正好给我们提了个醒,因为从这件事,以及蓝牙标准过去几年里的种种"作为"便不难发现,为什么 这个明明几乎所有人每天都会在用的技术标准,如今却几乎很难再引发消费者的关注,将自己变成了消费 电子领域里有些尴尬的"透明人"。 技术与硬件的脱节,是蓝牙"失势"的表征 众所周知,对于任何一个行业来说,"标准"的更新往往是与硬件、产品的换代相辅相成。这不仅是因为新 的技术标准往往 ...
InterDigital (IDCC) FY Conference Transcript
2025-06-03 21:20
InterDigital (IDCC) FY Conference Summary Company Overview - InterDigital is a technology company founded in 1972, specializing in foundational research in wireless, video, and artificial intelligence [6][7] - The company has built a large and evergreen patent portfolio, licensing it to major vendors in the industry [7][8] - InterDigital employs around 500 people across 14 sites in 7 countries, focusing on hiring top talent from leading universities [11][12] Business Model and Strategy - The business model is centered on foundational technology, investing in research to stay ahead of the curve by 5 to 10 years [10][11] - The company participates in standard development, which drives value creation and technology dissemination [14][21] - InterDigital has a high concentration of inventors, with over 90% of employees being scientists and engineers [13] Financial Performance - The company has signed over 40 agreements with an economic value exceeding $3.7 billion in the last four years [33] - Revenue growth has been approximately 20-25% CAGR over the past four years, with adjusted EBITDA margins increasing [35][36] - The company has increased its dividend by 50% in the last twelve months and reduced share outstanding by 45% since 2011 [36] Market Opportunities - The mobile ecosystem has an economic impact of approximately $5.7 trillion, making it the third-largest GDP if considered a separate country [38] - InterDigital's core markets include smartphones, consumer electronics, and IoT, with a significant opportunity identified in cloud-based streaming video [39][40] - The smartphone market is expected to grow from over $400 million to $500 million in recurring revenue [42] Patent Portfolio - The patent portfolio has nearly doubled from 2017 to 2025, with a focus on wireless communication technology [29] - InterDigital's patent quality is ranked number one in 5G, top five in video, and top ten in WiFi [31] Capital Allocation - The company maintains a strong balance sheet and invests 50% of recurring revenue back into R&D [54] - InterDigital is optimistic about future M&A opportunities, having previously acquired Technicolor's patent assets [55] Licensing Agreements - 94% of revenue in 2024 is expected to come from fixed fee agreements, minimizing exposure to volume fluctuations [64] - The largest contract with Apple is a seven-year deal signed in 2022, providing stable revenue [66] Litigation and Customer Relations - InterDigital rarely resorts to litigation, focusing on bilateral negotiations for licensing agreements [71][73] - The company emphasizes fairness in licensing, ensuring that all competitors pay their fair share for using its technology [72][74] Long-Term Growth Strategy - The company aims to grow recurring revenue at 14% year-over-year, targeting over $600 million in adjusted EBITDA by 2030 [57] - Investments will continue in next-generation technologies, including 6G and advanced AI [57] Conclusion - InterDigital is positioned for significant growth with a strong patent portfolio, innovative technology, and a clear strategy for expanding into new markets [58]
InterDigital to Present at William Blair 45th Annual Growth Stock Conference
Globenewswire· 2025-05-27 12:30
WILMINGTON, Del., May 27, 2025 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video and AI technology research and development company, today announced that the company will be presenting at the William Blair 45th Annual Growth Stock Conference on Tuesday, June 3rd, 2025, at 4:20 PM ET. The event will be webcast live and an archived replay of the presentation will also be available following the conference. For more information, please visit the Investors section of the company’s website c ...
2025年蓝牙亚洲大会在深圳开幕 全球蓝牙设备出货量年内将超53亿台
news flash· 2025-05-22 09:20
5月22日,2025年蓝牙亚洲大会在深圳正式开幕,同期发布了《2025年蓝牙市场最新资讯》。报告预计 2025年全球蓝牙设备出货量将超过53亿台,并于2029年达到近80亿台。此外,蓝牙技术路线图正在推动 新一轮无线创新浪潮,其中包括为数字钥匙和"Find My"网络带来精准测距功能的蓝牙信道探测等最新 技术,以及即将推出的高吞吐量数据传输(HDT)技术,该技术能够提高设备的速度、可靠性和能效。大 会期间,蓝牙技术联盟与三星电子在蓝牙技术联盟展台首次公开演示HDT技术,展示了该技术在无损 音频、超灵敏游戏外设和低延迟HID设备方面的应用潜力。(人民财讯) ...
Seasoned Wireless Industry Leader George Mulhern Joins Inseego's Board of Directors
GlobeNewswire News Room· 2025-05-05 20:10
Core Insights - Inseego Corp. has appointed George Mulhern, a wireless technology executive, to its Board of Directors, enhancing its leadership with his extensive experience in the wireless sector [1][2][3] - Mulhern's previous role as Chairman and CEO of Cradlepoint saw him lead a transformation that increased revenue by approximately 20 times, culminating in a successful acquisition by Ericsson [1][2] - The board size has increased from five to six members with Mulhern classified as an independent director, indicating a strategic move to strengthen governance [3] Company Overview - Inseego Corp. is a leader in 5G Enterprise cloud WAN solutions, serving millions of end customers and thousands of enterprise and SMB customers across its 4G, 5G, and cloud platforms [4] - The company's 5G Edge Cloud integrates advanced 5G technology with cloud networking features and intelligent edge applications, aimed at enhancing business outcomes and operational visibility [4]