Wednesday, 6 May 2020

Caltech to double its claim for patent infringement by Apple and Broadcom

$1.1B isn't enough.  Demanding royalties for current and future sales as well. 

1 comment:

  1. Wi-Fi Ecosystem
    Wi-Fi Chip Makers (abgn, ac, ax)

    Broadcom
    Qualcomm
    Samsung
    Dialog
    Silabs
    Nordic
    Espressif
    Redpine Signals -> Acquired by Silabs
    CSR -> Acquired by Qualcomm.
    Nanoradio -> Acquired by Samsung
    Palma Ceia Semi Design

    Wifi HaLow (802.11ah)
    Adapt IP
    Morse Micro



    https://www.statista.com/statistics/946228/contactless-payments-market-share-at-pos-in-europe-by-country/



    https://newsroom.mastercard.com/eu/press-releases/europe-leads-contactless-adoption-as-almost-1-in-2-transactions-are-now-contactless/

    consumer readyness/openness to technology, local regulations (e.g. whats the payment limit without PIN/verification), payment infrastructure (e.g. are the terminals easily upgraded to contactless, whats the payment gateway biz model)


    in Europe there was an early push for chip and not magnet for the cards.. most of those terminals are also contactless ready

    in the US there was a longer period of only magnet/signature terminals.. this requires merchants to upgrade the terminal, sometimes their whole POS system

    in the US Visa and Mastercard at some point pushed for mandatory chip terminals due to spiking fraud.. but rollout was a mess and they delayed x-times.. I think there are still plenty magnet terminals out there

    depending on country and implementation.. I think usage for ApplePay in the US is not that bad. And for some countries like UK or Australia where you can spend 50 or $80 without unlocking the phone and just tapping its pretty convenient..


    but its hard to break the habbit of plastic card, and you can argue the user experience is not that bad.. needs no battery etc. Contactless card is easier to use than contactless phone

    my guess is over time people will use it more and more, but only in countries where credit card infra is strong anyway.. in other markets they get leapfrogged by pure online solutions like wepay, paytm etc

    the tie in between online and offline is also a strong factor: like apple pay online is easy to use had discounts etc -> makes the jump to set-up apple pay for in-store payment easy.. has zero traction there

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