As The Who sang on Who’s Next:Keep me movin’, groovin’, groovin’, yeah
Movin’, Yeah
Mobile, mobile, mobile, mobile, …
On April 22nd and 23rd the place to be moving (or movin’) to will be the Hyatt Regency in Santa Clara. Because What’s Next is this year’s Linley Mobile Conference… Read More
This week it was Mobile World Congress in Barcelona. Everyone who is anyone in mobile is there. Unfortunately I’m not since Barcelona is one of my favorite cities to visit. Two companies that set high expectations before the show were Samsung and Intel.
Samsung announced the new Galaxy S6 and S6 Edge smartphones on Sunday.… Read More
When Intel created the OpenCV vision processing library, the idea was algorithms could take advantage of the single instruction multiple data (SIMD) capability in Intel architecture processors. (Intel’s ulterior motive is always to sell processors.) As the library has matured, optimized functions take advantage of SSE or… Read More
The numbers are in now and so we can look at the top suppliers into the mobile market for 2014, and then a look out to what the future might bring. Before getting to the companies it is worth looking just how dominant the Chinese market is, at 32% of the entire world market compared to, for example, US’s 9%. China Mobile alone has … Read More
Last week was the ARM earnings call, giving the Q4 results and a summary of 2014. 12B chips containing ARM processors were shipped last year which has meant that they have grown in all their major end-markets: mobile, embedded intelligence, and enterprise infrastructure. Almost half of those 12B chips were in mobile, around 5.6B.… Read More
Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.
In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More
Qualcomm had their earnings call today. There has been a lot of discussion about their business going forward and they lowered guidance. They didn’t say explicitly why but in the usual Kabuik theater of these things this is what they did say:While our outlook for the first half of the fiscal year is ahead of our prior expectations,… Read More
It was back in July of 2012 that the acquisition of Sigrity by Cadence was announced. Although Cadence is a dominant player in both IC and board layout tools, they did not have an electromagnetic (EM) signal integrity solution in their portfolio. This acquisition marks a turning point for the EM/SI sector – tight integration… Read More
Intel announced their results yesterday for last quarter (and the year). And they were good financially. As Brian Krzanich said:The fourth quarter marked a strong finish to a great year. We began 2014 expecting roughly flat year-over-year revenue and operating income. Instead the company’s full year revenue grew 6% touching… Read More
I’m not at CES so I’m reporting second hand. But Samsung made some announcements and, since they didn’t make any mobile announcements, people were disappointed. Like Don Dingee, I think that any major mobile announcements will be done in March at Mobile World Congress. Although CES is starting to get a little… Read More
