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One thing that I learned about at the Liney Microprocessor Conference last week was C-RAN which stands for Cloud Radio Access Networks. The technology is created by ASOCS who are working with China Mobile as the driving customer. And before you dismiss that as just being one network interested in the technology, China Mobile has… Read More
Success in manufacturing has two conditions: tariff barriers to shield the infant industries from external competition, and a rigorous focus on exports to ensure that manufacturing cannot just shelter behind the tariff barriers and reap monopoly profits inside the country. Each industry needs to have several companies enter,… Read More
18 months ago I blogged about how the mobile revolution that we enjoy today is really enabled by EDA software and IP in the hands of SoC designers, yet very few EDA and Semi IP companies had mobile-ready web sites. In that past 18 months we’ve witnessed only a handful of companies migrate to mobile-friendly web sites, the most… Read More
Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More
Many people are underestimating the speed and the magnitude of the transition that is about to take place with the tandem rollout of iOS 7 and the 64 bit A7 processor. While the former provides a nice visual upgrade to the entire ecosystem the latter will be used to collect accolades and drive application development that will result… Read More
The disappointment amongst analysts is palpable. Dreams of low cost iphones for the masses were kicked away when Apple introduced their two new iphones at the same price points as the old ones. Clearly Apple is playing a different game than what most others are anticipating as the market runs to 5BU. The market has split into the land… Read More
Despite the relative success of their latest smartphone, iPhone15s, the Cupertino firm had never been able to renew with the success of legendary iPhone5s, launched ten years ago, in 2011. As of today, we don’t know if Microsoft will keep iPhone and iPad product lines, or decide to provide these with a lethal injection…
Some history:… Read More
One of the benefits of blogging is that you put a stake in the ground to look back on and see how how things have changed over the years. You can also keep a win/loss record of your opinions, observations, and experiences. Last year I posted the “SemiWiki Analytics Exposed 2012” blog so here is a follow-up to that.
The Semiconductor Wiki… Read More
A good friend and dog walking partner was on the smartphone Apple/Android fence last year so I pushed him over to Apple and the result was the infamous “8 Reasons Why I Hate My iPhone5” Blog. After months of complaining I bought him a Samsung S4 and gave his iPhone5 to my very appreciative wife so all is well that ends well, maybe.
During… Read More
OK. I was wrong. Microsoft did buy Nokia’s handset business. For $7.2B, which for a company that just wrote off nearly $1B on tablets isn’t that much. Nokia is a company that had a peak valuation of $110B although it is not clear how much of that is in the deal versus out of the deal.
Details from Reuters here.
Elop is expected… Read More
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