Technology often goes in cycles. Thirty years ago the dominant mode of computing was a shared computing resource with comparatively dumb terminals. Think of a Vax accessed by terminals. Then workstations and the PC came along and the dominant mode became a computer on everyone’s desk. Then the smartphone came along and … Read More
Tag: mobile
Jean-Louis Gassée on Intel and Mobile
I came across a very interesting article/blog written over the weekend by Jean-Louis Gassée on Intel and mobile. It covers some similar ground to several of my blog posts on the topic but also has some new facts. And it has additional credibility since Jean-Louis was head of product development and worldwide marketing at Apple (pre-iPhone).… Read More
Intel Quits Mobile
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
Xiaomi Already #3 in Smartphones Behind Samsung and Apple
The Q3 results are mostly in now and there are two big stories. The iPhone 6 of course, which started shipping just before the end of the quarter. The other story is China, now the #1 mobile market in the world. These have led to very different stories for different companies.
Samsung is basically flat with Q2, but that was a big drop. … Read More
A Brief History of ASTC and VLAB Works
When I worked for VaST our engineering was in Sydney Australia. To my surprise there was another, entirely independent, group working on virtual platform modeling and tools in another place in Australia, in Adelaide. Is there something in the Fosters? They had originally been part of Motorola Corporate R&D and Software Group,… Read More
Semiconductor Startups on Kickstarter!
One of the challenges for the fabless semiconductor ecosystem is raising funds for new ventures. Of the things I do as a consultant, working with entrepreneurs on business and funding plans is by far the most interesting. Raising money is a big challenge since venture capitalists have largely ignored our industry of late. Kickstarter… Read More
Demler: Quad Core is Just For Marketing; Intel Will Not Succeed in Mobile
At Memcon today Mike Demler of the Linley Group (and coincidentally someone who used to work for me back at Cadence and who now run Memcon, small world) gave an interesting presentation on Trends in Mobile Processors. A mobile application processor (AP) is a highly integrated SoC to run the applications in a mobile device. Mostly… Read More
Intel: Spectacular PC, Some Progress in Mobile
Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
Samsung Profits Fall 60%
Samsung’s profits fell to $3.8B which is 60% down on where they were a year ago. They said this is primarily due to a shortfall in smartphone sales. Samsung’s problem is not that it competes with Apple, their phones seem close enough that the Galaxy line has been doing very well in places like the US. It’s problem… Read More
A de-parallel universe for Windows 10
It was CES 2011 when Steve Ballmer sweatered up and pitched the coming universe according to Microsoft, where the same Windows base would run on everything – PC, phone, tablet, and game console. Getting from that visionary statement to Windows 10 hasn’t been a smooth ride.… Read More