I was in Tanzania a few weeks ago. One of the conceits that we have in the US is that we lead the world in technology. That is true in many areas but in mobile the US is a laggard. Just look at the fuss made about NFC payments in the new iPhone given that Japan had mobile payments over a decade ago.
Another area where the US is a laggard, or maybe… Read More
Most of the results are in for mobile for last quarter, plus the earnings calls are all over. The picture is not pretty. The big picture is that low-cost Android-based suppliers, primarily in Asia, are starting to eat a lot of market share from Samsung (#1) and Apple (#2). There were about 295M smartphones shipped in Q2, a measly 2% … Read More
Last week was ARM’s quarterly earnings call. Simon Segars, the CEO, and Tim Score, the CFO, presented from London.
First, the numbers:
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
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:
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
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 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 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 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
