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Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China

Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
by Eric Esteve on 07-01-2013 at 9:21 am

Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More


The Future of Mobile Semiconductor Devices

The Future of Mobile Semiconductor Devices
by Daniel Nenni on 06-30-2013 at 5:00 pm


During my trip to Taiwan I hopped on over to Hong Kong for a speaking engagement. One of the things I do as an “Internationally Recognized Industry Expert” is help the financial world understand the semiconductor landscape as it pertains to SoCs and mobile devices. Usually I do this over the phone or in writing but I prefer to do it in… Read More


Intel Plays to the 4 Horsemen of the Mobile Software World

Intel Plays to the 4 Horsemen of the Mobile Software World
by Ed McKernan on 06-13-2013 at 1:00 am

Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More


…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung

…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung
by Ed McKernan on 06-09-2013 at 10:00 pm

While eyes remain fixated on the architectural battle between Intel and ARM, a second front is soon about to open up that will determine mobile supremacy for the rest of the decade. Whereas yesterday’s story on the collapse of Wintel and the anointing of Google and Samsung are repeated endlessly, now tables are being set for a significant… Read More


The Return of the "Moore Noyce" Company

The Return of the "Moore Noyce" Company
by Ed McKernan on 06-04-2013 at 7:00 pm

It has been a little over a fortnight since Paul Otellini officially stepped down from the CEO post and yet it seems to be more than a long time gone. Unlike his predecessors, he was not asked to remain on the board and perhaps it is a sign that his complete disengagement from the company was necessary to complete a future strategic engagement.… Read More


The Morphing of Intel’s Monopoly

The Morphing of Intel’s Monopoly
by Ed McKernan on 05-09-2013 at 12:01 am

It was a generation ago when Intel, less than three years old, created the three fundamental building blocks of the compute era: the DRAM, the EPROM and the Microprocessor, an incredible feat of innovation by any measure. Manufacturing yield, not power or performance determined success of failure and in the first two … Read More


Morris Chang on Altera and Intel

Morris Chang on Altera and Intel
by Daniel Nenni on 04-25-2013 at 7:00 pm


If you want to know why I have written so much about TSMC in the past five years here it is: TSMC executives are approachable, personable, answer questions straight on, and have yet to lead me astray. If you want an example of this read the Chairman’s comments on the TSMC Q1 2013 earnings call transcript.

“On 16-nanometer FinFET, we Read More


Altera, Intel, TSMC, ARM: the Plot Thickens

Altera, Intel, TSMC, ARM: the Plot Thickens
by Paul McLellan on 04-16-2013 at 7:15 pm

Vince Hu of Altera presented us her at the GlobalPress Electronics Summit on their process roadmap. Since just a month or two ago they announced that Intel would be their foundry at 14nm, everyone wanted to get a better idea of what was really going on.

At 28nm, Altera use 2 processes, TSMC 28HP (for high end Stratix-5 devices) and TSMC… Read More


Adam Osborne Pays Wintel a Visit

Adam Osborne Pays Wintel a Visit
by Ed McKernan on 04-14-2013 at 8:15 pm

The news this week that PC sales dropped by double digit percentages and to a level not seen since 2006 sent shudders down the halls of OEMs and chip suppliers. Are we entering a final death spiral as opposed to the gradual decline that most expected? Perhaps there is another explanation. From a distance, it appears that the mobile … Read More


Samsung 28nm Still Does Not Yield?

Samsung 28nm Still Does Not Yield?
by Daniel Nenni on 03-31-2013 at 7:00 pm

As if Samsung didn’t have enough to worry about with their new neighbor to the North (Korea) declaring war, Samsung 28nm is still NOT yielding. In my previous blog “Can Samsung Deliver as Promised?” I wondered what will power the new Galaxy S4 phones that Samsung has been aggressively marketing. You would think it would be a 28nm version… Read More