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Some of Berenberg's 2013 tech predictions: 1) The R&D-intensive mobile chip market will see...
Some of Berenberg's 2013 tech predictions: 1) The R&D-intensive mobile chip market will see consolidation and possible exits, benefiting Qualcomm, Samsung, and MediaTek at the expense of rivals. 2) Samsung will rely on its own baseband chips, a negative for Qualcomm, Broadcom, and others. 3) Huawei will strike a reseller deal with IBM, which will threaten Cisco and Juniper's margins. 4) Apple will launch an iOS MacBook Air (questionable), a cheaper iPhone (less so), and the mythical Apple TV set. 5) Windows 8 and Windows Phone will disappoint.
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