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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
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
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
I watched the live stream product announcements yesterday from Apple and will give you a quick recap of what I gleaned. First off, Apple live stream requires that you use the Safari browser, so that meant that I couldn’t use Google Chrome, so much for adopting web standards.
Apple Products Talked about
iPhone 6 and 6 Plus
This… Read More
At Memcon today Mike Demler of the Linley Group (and coincidentally someone who used to work for me back at Cadence and who now run Memcon, small world) gave an interesting presentation on Trends in Mobile Processors. A mobile application processor (AP) is a highly integrated SoC to run the applications in a mobile device. Mostly… Read More
As a professional conference attendee I see a direct correlation between the number of people attending and the quality of the keynotes. Let’s face it, it’s all about the keynotes so you had better get some big names if you want more than your friends and family to show up. In this regards the upcoming CASPA event will probably be one… Read More
I’ve now been the proud owner of a Motorola Droid, HTC Incredible, iPhone 5, Samsung S4 and iPhone 6. I just can’t decide if I’m in the iPhone or Android camp!
If you don’t feel like reading the entire article, the iPhone 6 is a superior phone experience (judgement made on my 3 weeks of ownership). If you are… Read More
Samsung’s profits fell to $3.8B which is 60% down on where they were a year ago. They said this is primarily due to a shortfall in smartphone sales. Samsung’s problem is not that it competes with Apple, their phones seem close enough that the Galaxy line has been doing very well in places like the US. It’s problem… Read More
As you may have heard, Intel is making some interesting moves into the China mobile market. At first it had me a bit puzzled but I had some lengthy discussions about it during ARM TechCon last week so I’m ready to start writing. Spoiler alert: This will be pro Intel so please sit down and take some deep breaths before reading.
The first… Read More
One of the strengths of the fabless semiconductor ecosystem is competition since it keeps innovation high and prices low. One of the challenges of fostering competition is that you have to make good on a threat of using a competing product during a pricing negotiation. Well, in my opinion, for the next version of the iPhone, Apple… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet