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
Tag: apple
The Apple Samsung TSMC Intel 14nm Mashup!
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
Intel Core M vs Apple A8!
There were two big announcements last week right in my backyard and I missed them both! Instead, I was in Taiwan investigating yet another big development and all three of these events will intersect next year, absolutely.
At IDF in San Francisco Intel outlined the new 14nm Core M. This is an impressive CPU, one that will fill the now… Read More
What Apple Talked About on 9/9/2014
In America the popular press talks almost non-stop about: Disasters, politicians, celebrities and Apple. Yes, Apple. Today I watched the live cast of the new Apple product announcements.
iPhone 6
First, the see things differently video started playing, then the live stream died so I had to turn over to CNET where they were live … Read More
Who will Manufacture Apple’s Next SoC?
Just to review: The brain inside the current Apple iPhone 5s is the A7 SoC manufactured by Samsung using a 28nm process. The A6 (iPhone 5) and A5 (iPhone 4s) are based on Samsung 32nm. The rest of the Apple SoCs also used Samsung processes. I think we can all now agree that the coming Apple A8 SoC (iPhone 6) will use the TSMC 20nm process.… Read More
Fantasy Tech-Ball and the Intel Rumor Wire
Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies… Read More
Mobile: China Rising
The mobile numbers for Q1 are now published. At #1 as always is Samsung, who shipped 86M phones for 30% market share. At #2, with almost half as much volume, is Apple who shipped 44M phones. Round here in silicon valley pretty much everyone has either a Samsung Galaxy or an iPhone so you don’t get any sense of who the other major … Read More
Apple is Roaring Back!
Mind you, this post is being written by the same guy who wrote8 Reasons Why I Hate My iPhone 5. I’ve been living with the Samsung S4 for about a year, and am ready to return to the Apple fold. It’s partially that too many, or perhaps the wrong apps running on my phone cause big problems. This manifests itself anywhere from … Read More
Intel’s SoC Challenge!
Innovation is the cornerstone of the semiconductor industry and as history has shown, the majority of semiconductor innovation has come from fabless companies. Apple computer is my favorite example since they went from selling mother boards to computer hobbyists in the 1970’s to being one of the largest and most influential … Read More
A Brief History of the Apple MacBook Pro
I’m typing this blog today with my trusty Apple MacBook Pro – a 17″ laptop with matte display and 16GB of RAM, but don’t stereotype me as an Apple fanboy because I also own the fantastic Samsung Galaxy Note II phone (aka phablet). Some industry pundits would have us believe that desktops and laptops are going… Read More