A client turned me on to a great new book, “The Age of the Platform” by Phil Simon. It’s about how Amazon, Apple, Facebook, and Google have radically transformed the landscape. For me, it’s not just social networking – it’s social computing, changing how things are designed.
I’m borrowing this right from Phil’s… Read More
Consumer electronics is a new driver in our global semiconductor economy as we enjoy using Smart Phones, Tablets and Ultra Books. The challenge of designing and then verifying the electronic systems to meet the market windows is a daunting one. Instead of starting with a blank sheet for a new product, most electronic design companies… Read More
Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More
Since the introduction of Apple’s iPhone and then the follow on iPAD, it has been Wall Streets frame of reference that Intel would be playing defense as the PC market slid into oblivion and therefore a Terminal Value should be placed on the company. Intel’s Q4 2011 earnings conference call provided a nice jolt to the analysts as Paul… Read More
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More
One of the most significant announcements at the consumer electronics show (CES) this week was Intel’s Medfield, an Atom-based smartphone SoC. The SoC itself is unremarkable, perhaps a little better than ARM Cortex-based SoCs in some areas, worse in others. The reason it is significant is that Motorola (soon to be Google,… Read More
The might have beens. The shoulda’s, coulda’s, woulda’s are what launches a thousand Harvard Business School Case Studies that are meant to prepare a generation of business leaders on how to make decisions that impact the future directions of companies. Right before the 2008 financial crises (September … Read More
The big challenge with audio is that there are so many standards. Some of this is for historical reasons since audio for mobile (such as mp3), for the home (Dolby 5.1) and for cell-phone voice encoding/decoding have all had very different requirements, different standard setters and so on. But gradually everything is coming together.… Read More
The Economist has a big article (may need a subscription, can’t tell because I have one, it’s in the print edition too) about ARM versus Intel. It is an interesting read since I think it misses so much of what really drives semiconductor. It tells the story about Intel trying to get into mobile (because it’s main… Read More
