In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
Qualcomm was hit in December with a $853M fine by the Korea Fair Trade Commission (KFTC) for not fairly sharing patents related to mobile phone chipsets. In setting the standards for CDMA, WCDMA and LTE, agreements were struck that enable sharing technology to advance the standard. Fair, Reasonable and Non-Discriminatory (FRAND)… Read More
Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More
