Apple Makes More on iPhone Than Samsung on Everything

Apple Makes More on iPhone Than Samsung on Everything
by Paul McLellan on 01-25-2013 at 1:39 pm

Apple’s stock is down 10% after they announced “disappointing” results. They are only disappointing in the sense that some analysts expected even bigger profits. At $13.08 billion it is the largest quarterly profit for any corporation that is not in the oil business ever. According to wikipedia, even the … Read More


FD-SOI is Worth More Than Two Cores

FD-SOI is Worth More Than Two Cores
by Paul McLellan on 01-20-2013 at 10:00 pm

This is the second blog entry about an ST Ericsson white-paper on multiprocessors in mobile. The first part was here.

The first part of the white-paper basically shows that for mobile the optimal number of cores is two. It is much better to use process technology (and good EDA) to run the processor at higher frequency rather than add… Read More


Mobile SoCs: Two Cores are Better Than Four?

Mobile SoCs: Two Cores are Better Than Four?
by Paul McLellan on 01-20-2013 at 8:00 am

I came across an interesting white-paper from ST Ericsson on two topics: multi-processors in mobile platforms and FD-SOI. FD-SOI is the ST Microelectronics alternative to FinFETs for 20nm and below. It stands for Fully-Depeleted Silicon-on-Insulator. But I’m going to save that part of the white-paper for another blog… Read More


Patents: Who to Sue?

Patents: Who to Sue?
by Paul McLellan on 12-05-2012 at 12:52 pm

In an interview (probably $) with the Wall Street Journal, Eric Schmidt, the chairman (and ex-CEO) of Google, said:“The adult way to run a business is to run it more like a country. They have disputes, yet they’ve actually been able to have huge trade with each other. They’re not sending bombs at each other. … It’s extremely curious… Read More


Anyone Can Build a Phone

Anyone Can Build a Phone
by Paul McLellan on 11-27-2012 at 2:49 am

Today’s Dilbert cartoon is about how anybody can build a smart phone. As if it was a technical problem these days. But back in the mid-90s it really was. All the contract manufacturers like Solectron and others figured that since they could build a PC they could build a phone. It turned out that building radios was really hard.… Read More


Here to make my stand, with a chipset in my hand

Here to make my stand, with a chipset in my hand
by Don Dingee on 11-16-2012 at 6:13 pm

Yesterday, I clicked “like” on a LinkedIn post with the title “TI Cuts 1,700 Jobs”. Today, I read the analysis and pulled out Social Distortion’s “Still Alive” for inspiration. I’ve been through this more than once. For them it’s not like-worthy, and I feel their sting.

The part of the post I liked was the comment: “This is good for … Read More


Apple and Samsung Take All the Profit

Apple and Samsung Take All the Profit
by Paul McLellan on 10-29-2012 at 4:07 pm

I’ve talked before about how Apple and Samsung make most of the money in the handset business (and also about how Nokia…er…doesn’t). Now there is a report from Canaccord Genuity makes it clear just how much of the profit they make: 106%. And that is down from second quarter when they made 108%.

How can they… Read More


Intel Quarterly Report: Needs to Do Better

Intel Quarterly Report: Needs to Do Better
by Paul McLellan on 10-19-2012 at 11:51 am

Intel announced its quarterly results a couple of days ago. They had previously downgraded 3rd quarter sales estimates but they managed to beat the downgraded numbers. If you look at the transcript of the call (I didn’t listen live) you’ll see very little mention of mobile and Atom. This is bad news for Intel. Its core… Read More


A Brief History of Mobile: Generations 3 and 4

A Brief History of Mobile: Generations 3 and 4
by Paul McLellan on 10-18-2012 at 8:30 pm

The early first generation analog standards all used a technique known as Frequency Division Multiple Access (FDMA). All this means is that each call was assigned its own frequency band in the radio spectrum. Since each band was only allocated to one phone, there was no interference between different calls. When a call finished… Read More


A brief History of Mobile: Generations 1 and 2

A brief History of Mobile: Generations 1 and 2
by Paul McLellan on 10-14-2012 at 9:00 pm

Mobile is one of the biggest markets for semiconductor, especially if you count not just mobile handsets but also the base-station infrastructure. No technology has ever been adopted so fast and so completely. There are approximately the same number of mobile phone accounts as there are people in the world. A few people have more… Read More