The news Qualcomm has shipped over a billion Snapdragon chips in Android smartphones broke last September. After reiterating that and a sustained outlook for smartphones over the next five years, the Qualcomm CES 2015 presser seemed to leave most media outlets a bit disappointed. Naturally, that prompts us to ask what is going… Read More
Tag: china
Who will be “lucky dog” in 4G LTE basebands?
The official term is “beneficiary rule”, but among colorful racing broadcasters, drivers, and fans it is more commonly referred to as the “lucky dog”: the driver who is down a lap, but gets to advance to the lead lap by virtue of being farthest ahead when a caution flag is raised.
Qualcomm has lapped the entire field when it comes to … 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
Everything You Wanted to Know About the Internet But Were Afraid to Ask
Every year, Mary Meeker produces a huge presentation (140 slides) on important trends in the internet. This year’s came out at the end of last week. It is well worth the time it takes to go through it. Here is the first slide, effectively the table of contents:
- Key Internet Trends
- Status Update: Tech Stocks / Education / Healthcare
SEMICON China Shanghai 上海
SEMICON is not just the event in San Francisco every July, there are other SEMICONs around the world. Coming up next, Shanghai China. In fact there are four colocated events:
- SEMICON China 2014, March 18th-20th
- The 8th PV fab managers’ forum, March 17th-18th (all things PhotoVoltaic)
- FPD China 2014, March 18th-20th (all
The Biggest Supplier in the Biggest Mobile Market is a Company You Have Never Heard Of
If you live in the bay area it is easy to come to the conclusion that Apple has huge market share and is in a very strong position in the mobile market. Everyone has an iPhone.
But the truth is less flattering. Yes, Apple continues to make large profits and it made record iPhone shipments. However, only 51M and Wall Street expected nearly… Read More
Smart mobile SoCs: Made in China
One of the comments to previous installments of this series was that there isn’t much left for the merchant suppliers of smart mobile SoCs, considering Apple and Samsung have majority share and design their own parts. The theory is this makes it hard for many suppliers to continue investing at the resource levels needed to bring … Read More
SNUG in Asia, US East Coast
If you are in Asia then the Synopsys user group SNUG is coming up, soon in Japan and next month in China. Actually if you are in India I’m afraid you already missed it last month, just after DAC.
SNUG Japan is on 12th July in a couple of days time from 10am until 8pm in Tokyo.
In China there are 3 between August 14th and 21st
- Beijing 北京