Smartphones: Is It Game Over?

Smartphones: Is It Game Over?
by Paul McLellan on 08-08-2012 at 4:18 pm

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


Using Accurate Models to Debug Cellphones

Using Accurate Models to Debug Cellphones
by Paul McLellan on 07-13-2012 at 10:54 am

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


Crushed Blackberry

Crushed Blackberry
by Paul McLellan on 07-02-2012 at 12:00 am

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


Mary Meeker’s Internet Trends

Mary Meeker’s Internet Trends
by Paul McLellan on 05-30-2012 at 7:11 pm

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 Update 2012!

Synopsys Update 2012!
by Daniel Nenni on 05-28-2012 at 10:22 am

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


Linley Tech Mobile Conference

Linley Tech Mobile Conference
by Paul McLellan on 04-18-2012 at 2:14 pm

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


Apple makes 2/3 of profits of entire mobile industry

Apple makes 2/3 of profits of entire mobile industry
by Paul McLellan on 08-02-2011 at 5:41 pm

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