Media Tablet & Smartphones to generate $6 Billion market in… power management IC segment by 2012, says IPnest

Media Tablet & Smartphones to generate $6 Billion market in… power management IC segment by 2012, says IPnest
by Eric Esteve on 11-15-2011 at 10:59 am

With worldwide annual media tablet shipments forecast changing –growing- almost every quarter, the latest from ABI research calling for shipment to approach 100 million units in 2012 and passing 150 million in 2014, with the same kind of forecast for smartphone passing 400 million units this year (438 million) and approaching… Read More


Jen Hsun Huang’s Game Over Strategy for Windows 8!

Jen Hsun Huang’s Game Over Strategy for Windows 8!
by Ed McKernan on 11-15-2011 at 6:00 am

It is always a treat to listen to the nVidia earnings conference call as Jen Hsun Huang offers his take on the industry as well as a peek at his company’s future plans. Invariably a Wall St. analyst will ask about Windows 8 and Project Denver – the code name for the ARM based processor designed to run Windows 8 with great graphics performance… Read More


ARM Chips Away at Intel’s Server Business!

ARM Chips Away at Intel’s Server Business!
by Ed McKernan on 11-06-2011 at 7:40 am


When Intel entered the server market in the 1990s with their Pentium Processor and follow on Xeons beginning in 1998, they focused on the simple enterprise applications. At the same time they laid the groundwork for what will turn out to be a multi-decade, long war to wrest control from all mainframes and workstations. The announcements… Read More


PC Growth Latches on to the Parabolic Curve of Emerging Markets

PC Growth Latches on to the Parabolic Curve of Emerging Markets
by Ed McKernan on 11-04-2011 at 7:56 am

One of the interesting tidbits of information to come from Intel’s October earnings call was that Brazil, a country of nearly 200M people, has moved up to the #3 position in terms of PC unit sales. This was a shock to most people and as usual brushed aside by those not familiar with the happenings of the emerging markets (i.e. the countries… Read More


Meg Whitman Should Buy AMD and Take HP Back To Its Roots

Meg Whitman Should Buy AMD and Take HP Back To Its Roots
by Ed McKernan on 10-31-2011 at 11:16 am

Back in the 2008 financial Crises, GM was finally brought to its knees and had to face a radical makeover. They asked for a bailout from the government that allowed the unions to swap out lower compensation for equity, something no union would do unless the alternative was to shutter the doors. The bondholders and the shareholders… Read More


Intel’s Incredible Semiconductor Machine

Intel’s Incredible Semiconductor Machine
by Ed McKernan on 10-21-2011 at 8:15 am

It is hard not to be impressed by Intel’s stunning financial performance since the 2008 downturn. They are on track to post revenue of $55B this year or 50% higher than 2008 while nVidia and AMD will be flat to less than 10% better. More significantly, earnings will be 3X that of 2008. More significantly, in the past 12 months they have… Read More


From IBM Mainframes to Wintel PCs to Apple iPhones: 70% is the Magic Number

From IBM Mainframes to Wintel PCs to Apple iPhones: 70% is the Magic Number
by Ed McKernan on 10-12-2011 at 10:51 am

Time to ring the Bell. With the iPhone 4S, Apple has just surpassed the 70% gross margin metric that usually equates to a compute platform becoming an industry standard. IBM’s mainframe achieved it in the 1960s with the 360 series and still is able to crank it out with their Z-series. The combined Intel and Microsoft tandem (Wintel)… Read More


Amazon’s Kindle Fire Spells Trouble for nVidia, Qualcomm and Intel

Amazon’s Kindle Fire Spells Trouble for nVidia, Qualcomm and Intel
by Ed McKernan on 10-05-2011 at 11:50 am

With the introduction of the Kindle Fire, it is now guaranteed that Amazon has the formula down for building the new, high volume mobile platform based on sub $9 processors. In measured fashion, Amazon has moved down Moore’s Law curve from the initial 90nm Freescale processor to what is reported to be TI’s OMAP 4 in order to add the … Read More


Samsung versus Apple and TSMC!

Samsung versus Apple and TSMC!
by Daniel Nenni on 09-28-2011 at 6:56 am

Apple will purchase close to eightBILLION dollars in parts from Samsung for the iSeries of products this year alone, making Apple Samsung’s largest customer. Samsung is also Apple’s largest competitor and TSMC’s most viable competitive foundry threat so it was no surprise to see Apple and TSMC team up on the next generations of… Read More


Apple Plays Saudi Arabia’s Role in the Semiconductor Market

Apple Plays Saudi Arabia’s Role in the Semiconductor Market
by Ed McKernan on 09-27-2011 at 12:08 am

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