Paul Otellini’s greatest fear in his chase to have Intel win the Smartphone and Tablet space is that he opens the door to significant ASP declines in his current PC business. This is the Innovator’s Dilemma writ large. In 2011, Intel’s PC business (excluding servers) was $36B at an average ASP of $100. Within that model is an Ultra … Read More
Apple’s legal victory over Samsung has been analyzed in thousands of articles and TWEETs since last Friday’s announcement and surely more will follow. Most of the commentary has focused on the first order impact to handset manufacturers. It is not entirely clear how it will all settle but there are sure to be secondary ramifications… Read More
Truly great leaders are recognized by the impact they leave several generations down the road. Roosevelt and Churchill are two historical figures who together saved Western Civilization, thus leaving a tremendous legacy even now, two generations later. In the semiconductor world we mark our generations in the two-year cadence… Read More
The Q2 numbers for smartphones are now all in and the basic story is that Google is now registering an incredible million Android phones per day, half of them made by Samsung. That’s 85% of all the smartphones shipped last quarter. Android has (per IDC) 68% market share of all smartphones out there.
Apple grew by double digit… Read More
The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled… Read More
Not yet a year into Rory Read’s term and the AMD board must be considering that the value of the x86 patents and engineering talent is worth much more than the stocks $3B valuation and easier to fathom putting on the auction block than continuing to sell $25 processors into the back channels of China and the Developing World. As I read… Read More
Extracted from an interesting article from Jeff Orr from ABI research, “We have all heard about leaked company roadmaps that detail a vendor’s product or service plans for the next year or two. Typically, putting one’s plans down in advance of public announcement has two intended audiences: customers who rely on … Read More
Whenever I write about the handset industry, lots of people seem to be interested. As I’ve said before, my go to person for the industry but especially for Nokia, is Tomi Ahonen. He has written a long (and I mean long, it is nearly 30,000 words) indictment of Elop’s tenure at Nokia and how he has destroyed one of the most … Read More
A Bloomberg article from early July caught my eye as it portends further changes in the competitive mobile market landscape. Intel is now in the business of paying Taiwanese panel suppliers to ensure the supply of touch-screen panels for PC ultrabooks. In essence it says that to win in the PC market, Intel has to mimic Apple and go … Read More
Ed wrote recently about Microsoft going thermonuclear. I think that they already did. Ed wrote about Microsoft’s tablet announcement. The second announcement is a sort of follow up to my blog on what will happen to Nokia.
Two big announcements, the first one is that Microsoft is going to produce its own tablet computers (MiPads … Read More
