Judging from the presentation Hermann Eul did at NASDAQ this week Intel is still in mobile. This presentation was probably inked before Intel Mobile was folded into the PC Group however. The first clue is Hermann’s title was listed as “General Manager and Vice President, Mobile Communications Group” which he is no longer. Even … Read More
Fitness Watch Anyone?
I’m an exercise junkie. I’m also not a spring chicken so I like having the time on my wrist. I’ve been anxiously awaiting an iWatch to go with my iPhone 6. As patience is not a virtue of mine, and the iWatch is rumored to be expensive ($400-500). I decided to try a fitness watch.
This is a crowded area that includes activity… Read More
Where have all the semiconductor drivers gone?
Tablets and smartphones have been key drivers of electronics and semiconductor growth for the last few years. However the growth rates for these devices are slowing as they have become more prevalent. Tablet shipments are expected to reach 229 million units in 2014, according to Gartner, equal to 73% of PC units. IDC projects smartphones… Read More
More Apple A9 Ridiculousness!
File this one under funny things journalists are paid to say. Last week the Korea Times reported that Apple had “designated” Samsung as the primary supplier of the next Apple SoC. In response, the Chinese Commercial Times reported that TSMC is to supply the Apple A9 chip despite competition from Samsung. Since SemiWiki readers … Read More
Not Mobile, Automotive to See Max Semiconductor Growth!
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
Are you SmarCoT or IoT?
No need to explain the IoT acronym (Internet of Things) except that IoT doesn’t really describe a reality: do you really know about any “Thing” being directly connected to the Internet? In fact, there is probably some intermediate system linking this thing with the Cloud, like a smartphone, an Internet box, a PC, etc. Just take a … Read More
Can Android1 Lead the Way for Google in New Smartphone Market?
I had been wanting to write about it since Google’sbig bang announcement of Android1 in India in Sep this year and their associated strategy to capture some of the large pockets of Smartphone market within a matured or declining cell phone market and maturing overall market of Smartphone. Since I wrote my last article hereon maturation… Read More
Xiaomi Already #3 in Smartphones Behind Samsung and Apple
The Q3 results are mostly in now and there are two big stories. The iPhone 6 of course, which started shipping just before the end of the quarter. The other story is China, now the #1 mobile market in the world. These have led to very different stories for different companies.
Samsung is basically flat with Q2, but that was a big drop. … Read More
i.am, I said
The tie between rock artists and technology isn’t new. One of the first prominent rockers-turned-entrepreneurs is Tom Scholz of Boston, an engineer who has a couple MIT degrees and several patents to his name. Neil Young is currently out with Pono, attempting to make a higher-resolution audio format based on FLAC encoding to get… Read More
Semiconductor Startups on Kickstarter!
One of the challenges for the fabless semiconductor ecosystem is raising funds for new ventures. Of the things I do as a consultant, working with entrepreneurs on business and funding plans is by far the most interesting. Raising money is a big challenge since venture capitalists have largely ignored our industry of late. Kickstarter… Read More
The Data Crisis is Unfolding – Are We Ready?