Sebastian Thrun gave a fascinating keynote at SNUG last week. It didn’t have that much to do with IC design but he discussed 3 projects that he had been involved with. Anyone would be happy to have just one of these projects on their resume but he has all these (and more).
The first is the Google self-driving car. This project actually… Read More
Yes and No, in my view. Yes to a certain extent, considering that most of the people in developed world have more than one (may be with dual sim card) phone; and No, considering the vast untapped market in the third world countries of Asia and Africa. In India, although much of the population (who can afford a phone) has phone, but not … Read More
Google is search, of course, but it is also OS (Android), systems (Glass) and increasingly, maybe, hardware. Rumors are swirling that through careful acquisitions and focused internal development, Google is set to make its own server SoCs.
Google’s Larry Page has stated that they are in the hardware business. They’ve been making… Read More
The news wires are alive today with the story that Google sold their Motorola mobility division to Chinese tech giant Lenovo for $2.9 billion. Google bought Motorola in 2011 for $12.5 billion. Did Larry Page make a $9.6 billion mistake? Probably not.
Although Motorola came with $3 billion in cash, and Google already sold the Motorola… Read More
In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More
There are more, but wait a while, from this set which ones do you need? Or let me ask the question differently (I know you may like something impulsively and have money to buy), which ones do you want to buy and own? Still confused? I guess what you need, you already have, but you want to change it for something new and different. While I … Read More
Many people are underestimating the speed and the magnitude of the transition that is about to take place with the tandem rollout of iOS 7 and the 64 bit A7 processor. While the former provides a nice visual upgrade to the entire ecosystem the latter will be used to collect accolades and drive application development that will result… Read More
Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More
As a calm settles over the mobile market, post the overhyped Samsung Galaxy S4 launch, many analysts are at a loss as to describe a way forward with Apple that is understandable and positive. The dozens of reports that focus on the summer launches of the iPhone 5S and cheap iphone miss the side of the barn on the true strategy being put… Read More
The numbers are starting to come in for how everyone did in Q4. According to Cannacord Genuity, Apple made 69% of the profit and Samsung made 34%. What do you notice about those numbers? They add up to more than 100%. HTC supposedly made 1% of the profit and everyone else either broke even or lost money. Basically Apple and Samsung have… Read More
