There are some interesting parallels between Intel and Microsoft. Both of them missed mobile. Actually they didn’t completely miss mobile, both of them had programs from early days. But clearly they both regarded mobile as a much lower priority: the PC was where all the money was and where it would continue to be forever.… Read More
Tag: mobile
Intel Second Quarter Results
Intel announced their quarterly results earlier this week. Their mainline microprocessor business is doing well, especially the highest performance segments for servers, datacenters and cloud computing. Broken down by segment the numbers come out like this:
- PC Client Group revenue of $8.7 billion, up 9 percent sequentially
Cliff Hou’s DAC Keynote
Cliff Hou had two major appearances at DAC this year. He gave the opening day keynote…and he wrote the forward to Dan and my bookFabless: the Transformation of the Semiconductor Industry which about 1500 lucky people got a copy of courtesy of several companies, most notably eSilicon who sponsored the Tuesday evening post-conference… Read More
Mobile: China Rising
The mobile numbers for Q1 are now published. At #1 as always is Samsung, who shipped 86M phones for 30% market share. At #2, with almost half as much volume, is Apple who shipped 44M phones. Round here in silicon valley pretty much everyone has either a Samsung Galaxy or an iPhone so you don’t get any sense of who the other major … Read More
Xilinx Quarterly Results: 20nm Prototypes
Xilinx announced their quarterly results last week. Because of their financial year not being aligned with their calendar year this is actually 4th quarter of their 2014 financial year. New Year’s Eve 2015 comes early for Xilinx. The results were very good. As Moshe Gavrielov, the CEO, said on the conference call:Xilinx… Read More
ARM Results, Strong Biceps
ARM announced their Q1 results yesterday. Having just written that Intel lost $1B in mobile, I guess I could have used the title “ARM didn’t lose $1B in mobile.” They made $100M (on revenues of $300M). So let’s start off with what their results actually were and then look at what other things of interest … Read More
Intel Lost $1B in Mobile Last Quarter
Intel announced their quarterly results today. Revenue was $12.8B, up 1% from a year ago with operating income of $2.5B also up 1% from last year.
Since the future of the world is mobile and not desktop/laptop, the mobile results are the most interesting. Mobile sales fell 61% to $156M. This includes mobile products and anything … Read More
Gobi, the Jewel in Qualcomm’s Crown
Back in the 1990s in the middle of the 2G GSM era, cell-phone manufacturers would display a “triangle of difficulty” with a large base labeled radio, a middle smaller part labeled baseband and a little triangle on top labelled software. The idea was that the radio was incredibly difficult, then the baseband chip and… Read More
Is Smartphone Market Maturing?
Yes and No, in my view. Yes to a certain extent, considering that most of the people in developed world have more than one (may be with dual sim card) phone; and No, considering the vast untapped market in the third world countries of Asia and Africa. In India, although much of the population (who can afford a phone) has phone, but not … Read More
Data Outgrowing Datacenter Performance
Last week I attended the Linley Datacenter Conference. This is not the conference on mobile which is not until April. However, a lot of the growth in datacenter is driven by mobile, with the increasing dominance of the model where data is accessed by smartphones but a lot of the backend computing and datastorage is in the cloud.
From… Read More