Talk about an unusual position. Intel finds themselves very much currently outside when it comes to mobile SoCs for phones and tablets. After several attempts at soul-searching and a true understanding of the term “low-power” (not meaning 3W, but instead < 1W), they finally have a part – in the form of “Medfield”, aka the Atom… Read More
You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones… Read More
Apple sells devices. Lots of them. Their success is due to many things related to design and tech religion, and an important part is the SoC inside those devices which creates the experience people want. The official Apple information on their parts is minimal. Their SoCs have been dissected with more fervor than Roswell aliens.… Read More
Who doesn’t love the perennial Hogan’s Heros panel at DAC? Always provocative and illuminating, for technologists, entrepreneurs, and strategists.
At DAC 2012, Jim Hogan’s panel is “Learning from Apple”:Apple. We admire their devices, worship their creators and praisetheir stock in our portfolios. Apple is synonymous with… Read More
First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More
Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry… Read More
Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion… Read More
So who’s in and who’s out these days in handsets?
It looks as if Samsung has finally achieved a long-held goal to be the largest handset vendor, taking over from Nokia which has been the market leader for 14 years since 1998 when it passed Motorola. Nokia hasn’t reported yet but they cut their forecast. Samsung … Read More
As Apple begins to flood the market with a full line of mobile devices sporting 4G LTE communications capability, starting with the iPAD and soon to follow with Ivy Bridge based MAC Book Pros and then in the Fall with iPhone 5s, one has to ask will the carriers be able to keep pace in order for customers to have a satisfied user experience.… Read More
Sometime early in 2013, Intel will tape out its first production chip for 14nm and it won’t be an x86 processor. It’s neither necessary nor prudent to lead with a new x86 processor when the one missing element that the mobile market desperately needs is nowhere to be found: an ultra low power 4G LTE chip that fits under the battery… Read More
