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I usually write about the handset business (terminals in wireless-speak) because it is a consumer business and drives, directly and indirectly, a large part of the semiconductor business. But there is another part to the business, base-stations.
The largest supplier of wireless networking equipment is Ericsson. Ericsson … Read More
What if Amazon’s new Kindle Fire, priced at $199 and using a sub $10 TI processor, has effectively started the ball rolling towards forcing Intel and AMD to building a Very Low Cost (perhaps even <$10) x86 mobile processor? A recent article entitled “Amazon’s Risky Strategy” explores the ramifications of Amazon selling Kindle… Read More
When AMD announced its cutbacks recently many people were left wondering why they were so deep given the strong financial performance in Q3 and the guidance for an up Q4. It couldn’t have been related to the Thailand floods that could have been at most a one-quarter squeeze expected in Q1. Now it is apparent from reports that AMD’s … Read More
Interesting story, for my wife’s 50th birthday we went to Las Vegas to see Sir Elton John in concert. My wife is an Elton fan and this may be her last chance to see him live so off we went. I saw Elton and Billy Joel in a dueling piano concert a while back and it was simply amazing! The underlying purpose of the trip however was to earn “Perfect… Read More
The IEEE has an Orange Country Chapter of the Components, Packaging and Manufacturing Technology Society who are organizing an all-day workshop, 3D Integrated Circuits: Technologies Enabling the Revolution. This looks to be an informative day with real-world examples in both design and test being presented by over a dozen … Read More
Intel has been making a little bit of a PR fuss about the 40th anniversary of the microprocessor. And they are entitled to. The Intel 4004 was the first customer-programmable chip. Of course if you look at it’s capabilities today they are laughably minimal, and even looking at the chip, a 16-pin DIP (dual-in-line-package … Read More
Answer: it depends how you count. Units, market share, revenue, profit.
According to Gartner, Android has doubled its market share and now run just over half of the world’s smartphones. Android handset sales actually tripled during the year, selling 61 million last quarter, not that far off a million a day.
iPhone sales … Read More
It is always a treat to listen to the nVidia earnings conference call as Jen Hsun Huang offers his take on the industry as well as a peek at his company’s future plans. Invariably a Wall St. analyst will ask about Windows 8 and Project Denver – the code name for the ARM based processor designed to run Windows 8 with great graphics performance… Read More
Back in the 2008 financial Crises, GM was finally brought to its knees and had to face a radical makeover. They asked for a bailout from the government that allowed the unions to swap out lower compensation for equity, something no union would do unless the alternative was to shutter the doors. The bondholders and the shareholders… Read More
Vertical integration, as I have noted in previous blogs, is the way to domination and maximum profitability. That is unless someone else has beaten you to the punch with an even bettermodel. Apple is now executing a product and manufacturing supplier strategy that will force Samsung to lose lots of money and then ultimately split… Read More
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