The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled… Read More
Extracted from an interesting article from Jeff Orr from ABI research, “We have all heard about leaked company roadmaps that detail a vendor’s product or service plans for the next year or two. Typically, putting one’s plans down in advance of public announcement has two intended audiences: customers who rely on … Read More
Four years ago, a VC friend of mine was invited to a get together with a prominent Hedge Fund Manager from the Midwest. The meeting was an arrangement between fellow Harvard Grads. The Fund Manager was looking to make investments in the valley, to diversify away from his heavily weighted financial positions. Though, not recognized… Read More
TI has parlayed its heritage in digital signal processing and long-term relationships with mobile device makers into a leadership position in mobile SoCs. They boast a relatively huge portfolio of design wins thanks to being the launch platform for Android 4.0. On the horizon, the next generation OMAP 5 could change the entire… 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
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
Answer: it depends how you count. Units, market share, revenue, profit.
According to Gartner, Android has doubled its market share and now run just over half of the world’s smartphones. Android handset sales actually tripled during the year, selling 61 million last quarter, not that far off a million a day.
iPhone sales … Read More
What’s going on in all these wireless patent battles? And why?
The first thing to understand is that implementing most (all?) wireless standards involves infringing on certain “essential patents.” The word “essential” means that if you meet the standard, you infringe the patent, there is no way around it. You can’t build a CDMA… 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
So Google is buying Motorola Mobility for $12.5B. If you are a partner of Google using Android then this has both upside and downside. The upside is that Motorola, having been in wireless for longer than almost anyone, presumably has a pretty good patent portfolio that can be used to defend against Apple, Nokia, Microsoft et al. The… Read More
