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
Vertical integration, as I have noted in previous blogs, is the way to domination and maximum profitability. That is unless someone else has beaten you to the punch with an even bettermodel. Apple is now executing a product and manufacturing supplier strategy that will force Samsung to lose lots of money and then ultimately split… Read More
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
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
I have talked quite a bit over the last few years about how the trend towards small consumer devices with very fast ramp times. For example, pretty much any time Apple introduces a new product line (iPod, iPhone, iPad…) it becomes the fastest growing market in history. This has major implications for semiconductor design … Read More
Are you going to DAC in San Diego? Do you have an iPhone? In which case Bill Deegan’s dac48 app is something you should install before you get there. It’s free, which makes a nice change from EDA software pricing.
The app substitutes for the various paper, agendas and maps that you need to consult to find exhibitors, check… Read More
