The numbers are starting to come in for how everyone did in Q4. According to Cannacord Genuity, Apple made 69% of the profit and Samsung made 34%. What do you notice about those numbers? They add up to more than 100%. HTC supposedly made 1% of the profit and everyone else either broke even or lost money. Basically Apple and Samsung have… Read More
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
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
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
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
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
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
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 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
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
