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PERSONAL COMPUTERS
Competitive Intelligence Report
JUNE 2020
AI INSIGHTS | JUNE 2019
TABLE OF CONTENTS
1. Executive Summary................................................5
2. Research Scope.......................................................6
3. Introduction............................................................7
Always-on solutions as a springboard for 4G-enabled computers............7
5G to unlock the real potential of connected PCs............10
6. Competitive Analysis.....................................................1 9
Frontrunners: Leading the 5G-enabled PC market............21
> Lenovo............21
> Dell............24
> Hewlett-Packard (HP)............27
> Comparison of all the 5G-enabled PCs announced (as of May 2020)............29
7. Key Takeaways....................................................3 8
Delay in deployment............39
New entrants in the PC ecosystem............39
Monopoly in the 5G-enabled PC modem space............39
Multi-mode and backward compatibility............39
Rare activity related to 5G in desktops............40
Role of AI spans across technical and operational parameters............40
PC OEMS............43
> Geographical deployment strategy............43
> Deployment partner............43
5G modem manufacturers............44
> Integrated RF and baseband solutions............44
> Expanding end-device support............44
9. Conclusion...........................................................4 5
10. Annexure.............................................................4 8
11. References...........................................................5 6
Enterprises are increasingly embracing mobile and automated work environments and 5G is
redefining our approach towards enterprise mobility and automation strategies. The rapid spread
of 5G infrastructure is underscoring new business use cases and driving digital device makers to
rethink their offerings across a host of application areas including automotive, robotics, augmented/
virtual/mixed reality, and IoT-enabled services.
The 5G-enabled personal computer (PC) is a direct result of this trend. An increasingly converged
value chain ...................................................................................................................................................................................................................
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A competitive intelligence study was conducted to identify the evolution of enterprise PCs in the 5G
era. The study comprises an overview of 4G- and 5G-enabled PC ecosystems, and highlights the
strategies of PC makers and other companies in the PC value chain contemplating 5G connectivity.
The critical questions answered in this report have been listed below:
◊ What are the factors for an increase in traction of cellular-enabled PCs? What are the key
strategies for enabling 4G-connected PCs?
◊ What are the opportunities in the always on connected systems domain that are making
5G connectivity for PCs an attractive option?
◊ What are the drivers, market limitations, and technical challenges associated with the
adoption and development of 5G-enabled PCs?
◊ Who are the frontrunners and the other contenders in the 5G-enabled PC domain with near
term and long term market entry plans, respectively?
◊ Who are the key 5G technology enablers for PCs, and how does that affect the dynamics of
the enterprise operations?
◊ What are the benefits that 5G-enabled PCs can provide for the enterprise sector?
◊ Which key patent publications can be mapped to the cellular-enabled PCs that are
commercialized or under development?
◊ What are the key strategies and roadmaps for commercial availability of 5G-enabled PCs from
various PC OEMs?
◊ What are the opportunities for various stakeholders in realizing 5G-enabled PCs?
Enterprises
Businesses including commercial, educational, the federal government, hospitals, hotels, office
campuses, manufacturing, warehousing, transportation and other non-residential environments.
RFEE
RF transceiver chips and antennas
Modem
Cellular baseband chips
PCs
For the purpose of the study PCs include only laptops and 2-in-1s (laptops and tablet in one) and all
other variants of PCs including desktops, workstations are explicitly defined.
While the concept is not new, the specific term “AOAC” has emerged only over the last four years,
with PC makers leveraging it as a marketing strategy. The concept gained momentum with .....................
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The AOAC concept in PCs is being driven further by the growing adoption of ..........................................................
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The AOAC concept has evolved over the last 10 years as the PC makers ....................................................................
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.................................................................. Figure 1 shows the distribution of PCs based on their application focus in
enterprise and consumer segments.
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Total xx PCs
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5 • Cellular connectivity in
Lenovo
2 PCs is majorly explored for
enterprise segment
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0 5 10 15 20
4G Modem Provider
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Figure 3 shows the distribution xx
For the Total
of cellular modem providers
of xx Cellular- xx xx
for all the cellular-enabled PCs
enabled PCs
available in the market. xx
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Note: ...................................
Figure 4 shows the distribution of processor providers for all the cellular-enabled PCs available in
the market.
Processor Providers
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The adoption rate of AOAC PCs indicates a growth in the dormant PC market. However, the insights
from surveys on AOAC PCs by ...................................................................................................................................................................................
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The prominent drivers and use cases enlighten the plausible scope for 5G in PCs to prosper. At present,
there are multiple challenges in realizing ...........................................................................................................................
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Source: Netscribes’ Research
Integrated
antenna US9653818B2 (Qualcomm) discloses an antenna structure in
array
user equipment including PCs for utilizing mmWave spectrum.
This antenna structure design is based on array of antenna
elements for addressing the line of sight issues and the antenna
Narrow structure configured to produce narrow beams with high gain for
beams compensating communication losses.
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Technical Specifications
Feature
Lenovo Yoga 5G(31) Lenovo Thinkpad X1 Fold(32) XX XX
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5G Qualcomm Snapdragon xx xx xx
X55 (Sub-6 Ghz, mmWave
support)
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• ............................
• ......................................... ......................................
• Power consumption
• .......................................... ............. ............
• mmWave support ..........................................
• .............. • ..............
• Fanless design ............................
Lenovo’s Yoga 5G has gained dominance over the other 5G -enabled PCs in cellular connectivity
parameters with the only device capable of supporting mmWave frequencies. The other 5G-enabled
PCs manufacturers including ..........................................................................................................................................................................
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Apart from these three companies many other PC makers have commissioned research and
development activities inclined towards enabling 5G connectivity support in PCs.
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l laboration Ecosystem
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The rise in the number of customers opting for 5G-enabled PCs is a great deal
for PC vendors, besides unlocking new opportunities for MNOs. The MNOs have
largely depended on smart phone segment for generating revenues. The inherent
characteristics of 5G have shown potential for utilization of high speed cellular
networks in various devices such as PCs, automotive, cameras, robots, drones, and
various IoT devices.
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............................................................................................................................................................................. The 5G-enabled PC market is
expected to progress in three phases irrespective of the adoption rate:
• ..........................................................
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Abbreviation Explanation
2G/3G/4G/5G Generations of cellular technologies
AOAC Always-on always-connected
PCs Personal computers
AR Augmented reality
VR Virtual reality
IoT Internet of Things
SIM Subscriber identity module
eSIM Embedded subscriber identity module
Wi-Fi Wireless Fidelity - Local area wireless technology
Mi-Fi A brand name used to describe a wireless router that acts as mobile Wi-Fi hotspot
Wi-Fi6 802.11ax wireless standard
OFDMA Orthogonal frequency-division multiple access
MU-MIMO Multi-user multiple-input and multiple-output
QAM Quadrature amplitude modulation
Sub-6 GHz Frequency spectrum under 6 GHz
mmWave Millimeter wave
LOS Line of sight
WWAN Wireless wide area network
LTE Long term evolution
WLAN Wireless local area network
VOIP Voice over internet protocol
NR New radio - access technology
LPDDR Low-power double data rate
SDRAM Synchronous dynamic random access memory
UFS Universal flash storage
SSD Solid-state drive
PCIe Peripheral component interconnect express
NVMe Non-volatile memory express
UHD Ultra-high-definition
FHD Full high definition
USB Universal serial bus
uSim Micro-subscriber identity module
x86 32-bit instruction set architecture
x64 64-bit instruction set architecture
MHz Megahertz
GHz Gigahertz
VDI Virtual desktop infrastructure
OEMs Original equipment manufacturer
MNOs Mobile network operators
AI Artificial intelligence
COVID-19 Coronavirus disease
NFC Near field communication
2. https://www.cnet.com/news/people-are-buying-4g-lte-laptops-and-then-not-activating-lte/
3. https://pages.arm.com/rs/312-SAX-488/images/Consumer-Demand-for-PC-Form-Factors-final.pdf?_
ga=2.259900554.1242624567.1590338098-231648695.1587362349
4. https://www.jrseco.com/wp-content/uploads/Hardell-Nyberg-Appeals-moratorium-5G-for-microwave-
radiation-mco.2020.1984_AOP_PDF.pdf
5. https://www.qualcomm.com/news/onq/2020/03/18/snapdragon-8cx-5g-platform-enables-extreme-
productivity-while-working-remotely
7. https://www.qualcomm.com/videos/qualcomm-southland-enterprise-collaboration-video
8. https://patents.google.com/patent/US20140062812A1/en?oq=US20140062812A1
9. https://patents.google.com/patent/US8854266B2/en?oq=US8854266B2
10. https://news.lenovo.com/pressroom/press-releases/lenovo-qualcomm-unveil-worlds-first-5g-pc-project-
limitless/
11. https://www.lenovo.com/in/en/events/ces/
12. https://news.lenovo.com/pressroom/press-releases/lenovo-breaks-barriers-with-new-consumer-
technology-unveiled-at-ces-2020-2/
13. https://news.lenovo.com/pressroom/press-releases/lenovo-breaks-barriers-with-new-consumer-
technology-unveiled-at-ces-2020-2/
15. https://en.wikichip.org/w/images/7/75/snapdragon-8cx-compute-platform-product-brief.pdf
16. https://news.lenovo.com/wp-content/uploads/2020/01/Lenovo-Yoga-5G_14Inch_Qualcomm.pdf
17. https://en.wikichip.org/w/images/7/75/snapdragon-8cx-compute-platform-product-brief.pdf
18. https://news.lenovo.com/pressroom/press-releases/worlds-first-foldable-pc-thinkpad-x1-fold-ushers-in-
a-new-era-of-mobile-computing/omputing/2019/03/05/20-percent-cloud-transformation/
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