Every year, analyst Mary Meeker produces a large presentation (88 slides this year) about internet trends. This year’s oneis just out. So much of the semiconductor industry is driven by trends in mobile and PCs. Increasingly, just by mobile since it has already overtaken PCs in terms of units and will soon overtake in terms… Read More
Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.
For example, this graph shows the adoption rate of iPods, iPhones… Read More