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The Circuit

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Mar 10, 2025
The recent Mobile World Congress unveils a shift from traditional mobile tech to AI and data centers, raising questions about its relevance. Semiconductor giants like Qualcomm face new challenges. The intriguing dynamics of Marvell and Broadcom's earnings reveal competitive pressures in the chip market. Humanoid robots and AI avatars spark both fascination and unease. Excitement builds around Apple's new modem technology and updated devices, promising to influence market sentiment and investor expectations in the tech landscape.
46:07

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Quick takeaways

  • The Mobile World Congress is shifting focus from traditional mobile technologies to AI and data center innovations, impacting semiconductor discussions.
  • Telecom operators are gradually embracing open software ecosystems, reflecting a significant shift toward advanced software solutions in network management.

Deep dives

The Evolution of Mobile World Congress

The Mobile World Congress (MWC) is shifting in its relevance, particularly for semiconductor discussions. Historically, MWC served as a pivotal platform for semiconductor innovations and major industry decisions, especially from 2003 to 2014. However, the present landscape shows a decline in significant debates regarding semiconductors, leading to diminished participation from major chip companies at the event. While the show remains vital for telecom equipment sales and operators, its focus is increasingly overshadowed by trends in AI and data centers, marking a broader change in industry priorities.

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