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BYOD – bring your own device – has swept enterprises like a firestorm as CEOs wonder why they can’t use their shiny new iPad on the corporate network, and send their IT guys and gals off to make it happen. Under the right conditions and informed use, BYOD can be a productivity boom and not mess security and privacy up too badly for many … Read More
As I mentioned in my previous blog, AMD and GlobalFoundries,it is rather difficult to interpret AMD’s financial results. At the end of the quarterly earnings conference calls analysts get to ask questions. It is the comedy relief portion of the call usually, so I blog this today to better prepare these so called analysts … Read More
Looking at the huge gap between the revenue of semiconductor design and manufacturing (~$300B) and that of EDA tools, services and silicon IP combined (~6B) inspired me to look more deeply into the overall arena of semiconductors in today’s context and possibly decipher some trends which should emerge in near future. Although… Read More
Well it looks like everyone (including me) was way too conservative about Apple’s iPhone sales last quarter. Analysts were expecting Apple to sell 30M iPhones and 13M iPads. In fact they sold 37M iPhones, almost a quarter more than expected, and over 15M iPads. In fact Apple sold more iPads than HP, the largest PC manufacturer,… Read More
Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More
Apple’s iPhone did well in Q4 according to Neilsen who polled recent buyers of smartphones. Of people who had purchased a smartphone in the previous 3 months (roughly Q4) 44.5% chose an iPhone (up from 25.1% in October, roughly Q3). But Android retained the lead with a 46.9% share, down from 61.6% in October. How many phones… Read More
NFCis all over the news. Payments from your phone, yeah! I was wondering why this is a big deal, and why it has taken so long to gain momentum. I was issued a RFID enabled employee badge (JavaCard) 10 years ago while working at Sun. RFID is now so prevalent that Walmart attaches RFID tags to clothes. I spent an hour wading around the internet… Read More
A common discussion amongst semiconductor professionals is the ROI of development activity in India. An interesting number I remember hearing at Virage Logic was that the development groups in India had a 30%+ turnover rate. Is that still the case? If so, that is very hard on the ROI.
Here are the 2012 SemiWiki geographical statistics… Read More
It has been an amazing year for us so we wanted to thank you all for being a part of the Semiconductor Wiki Project!
The SemiWiki Bloggers are off this week and will return the first week of January. During this time there will be a major SemiWiki software update. There will be performance upgrades and lots of new features to enhance the… Read More
Former International Monetary Fund (IMF) chief, Mr Dominique Strauss-Kahn, has spoken at a conference organized by a Chinese Internet company, NetEase.com Inc. in Beijing last Monday, and he was rather pessimistic about the future of European economy, at least if politician keep focus on Continent’s dept problem and not enough… Read More
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