The retirement of Steve Jobs left most commentators wondering if Tim Cook could lead Apple marching ever onward and upward. In truth, Tim Cook’s contribution on the operations side has been just as instrumental in the destruction of Apple’s PC and consumer electronics competitors as Jobs’ product vision. Under Tim Cook’s guidance,… Read More
I am doing some consulting right now for a company that shall remain nameless, and one of the things I have had to look at is Apple’s supply chain. I came across an interesting article by someone with the goal to “buy a MacBook Air that isn’t made by Apple.” He is in the UK and doesn’t like Apple’s… Read More
The complete destruction of the consumer PC market in the US and Europe is well within Apple’s grasp and will begin to unfold next summer. There is nothing that Intel, Microsoft or the retail channels can do to hold back the tsunami that was first set in motion with the iPad last year and comes to completion with the introduction of one… Read More
According with ABI research, worldwide annual media tablet shipments are expected to top 120 million units in 2015, which is more than decent for a niche market. But if you compare it with the smartphone market (you can find the smartphone shipments forecast here), media tablet will weight 15% in unit shipment of the smartphone … Read More
Jack Welch, the former CEO of GE, had an edict that each business unit needed to be #1 or #2 in the market or else he sold it off. HP is #1 in PC market share but it is exiting a business that it no longer can control and soon will bleed a lot of cash. HP’s Operating margin is under 6% and falling while Apple’s is at 40% and growing. So the question… Read More
Let’s face it, the ships are burning in the harbor and there is only one way out of here for AMD. It needs to crash Intel’s exclusive $300M Ultrabook Party in order to grab a slice of the future, more profitable PC market.
Intel Capital Creates $300 Million Ultrabook Fund… Read More
Tablets are hot items these days. There is exuberance about the speed of application processors, size of the internal memory, capabilities of the operating systems, WiFi or 3G/4G connectivity, quality of the display, cameras megapixels, battery life, tablet weight, etc. All of these features are very important, no question… Read More
…or a global recession, but that’s not the purpose of this blog. As everybody knows, Apple is designing and selling smartphones, only. Does it mean that only smartphones are generating profit in the mobile industry? As we have seen recently in Semiwiki, Apple makes 2/3 of profit of entire mobile industry.
Let’s have a look (below)… Read More
Intel will not win the tablet market with any of the various Atom chips rolling out at 32nm, 22nm and even 14nm. They are too late to a game that Apple owns 90% of today and will so in the future. All of these ultra low power atom versions are like the Saturn test rocket developments that preceded the Apollo 11 Moon Landing. They are necessary… Read More
This is an amazing picture (click to enlarge). Apple now makes 2/3 of all the profit in the entire mobile handset industry. And that is the entire handset industry, not just smartphones where it has also blown past Nokia to become number one (although there are more Android handsets than iOS, those handsets are spread across multiple… Read More
