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
There is an interesting Gizmodo review of an HTC Android-based smartphone. The basically positive review (as good as the iPhone, best Android phone at the time) ends up with an update:UPDATE: After more extensive testing there’s something a little weird going on. You’ll probably only see this while gaming, but there’s… Read More
I wasn’t going to write about the cell phone business again for some time. After all, this is a site about semiconductor and EDA primarily. But the cell-phone business in all its facets is a huge semiconductor consumer and continues to grow fast (despite my morbid focus on those companies that do anything but).
But Research… 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
Synopsys just delivered second quarter 2012 results with improved revenue on a year-over-year basis. Unfortunately operating expenses are said to be out of control. I’m not a stock guy so for more financial information and analysis try the Motley Fool article HERE.
The interesting thing to note is that Synopsys still has a pile… Read More
I went to part of the Linley Tech Mobile Conference. This is the current incarnation of what started life as Michael Slater’s Microprocessor Report, and the twice-yearly Microprocessor Forum. These very technical analysis organizations seem to work well when they are a small group of analysts working together to cover… Read More
This is an amazing picture (click to enlarge). Apple now makes 2/3 of all the profit in the entire mobile handset industry. And that is the entire handset industry, not just smartphones where it has also blown past Nokia to become number one (although there are more Android handsets than iOS, those handsets are spread across multiple… Read More