Last week’s IDC and Gartner Q4-2015 report on PC sales sent a shock-wave through the industry. The stock market responded with a sell-off of major PC-related names like Advanced Micro Devices, HP Inc. (fka Hewlett-Packard), Intel, Lenovo, and NVIDIA. While I was disappointed in the Q4 numbers, I also have a good grasp of what was… Read More
China (and Cupertino) Are Killing Korea in Mobile
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
Smartphones in Q1. Sammy Back On Top
Because it is such a major impact on the semiconductor industry, being the largest and fastest growing market ever, I follow the ups and down of the mobile industry. So what happened in Q1?
Total shipments are up 2% to a record (for Q1) 440 million units but that is down 16% from Q4 which remains the biggest quarter ever.
First thing is… Read More
Facts Support New Emergence in Semiconductor Landscape
As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More
Xiaomi Already #3 in Smartphones Behind Samsung and Apple
The Q3 results are mostly in now and there are two big stories. The iPhone 6 of course, which started shipping just before the end of the quarter. The other story is China, now the #1 mobile market in the world. These have led to very different stories for different companies.
Samsung is basically flat with Q2, but that was a big drop. … Read More
Is Smartphone Market Maturing?
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
Will You Take the Password Pill?
As smartphone and tablet makers desperately search for points of differentiation they will try to push the limits of performance on several fronts to extremes. The password pill and the display-cover display are two of the stranger extreme features on the way.
Extreme inter-connectivity is one of the more useful features that… Read More
Will HP Seek to Merge with Dell?
It has come to that point in time when former great computer companies in the twilight of their years should consider a marriage of convenience that ends … Read More
ARM vs Intel? Just look at ARM Top Customer in 2010!
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More