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
Tag: mobile
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
Really Apple? Tanazania Leads US in Mobile Payments
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
What is the Latest in Mobile?
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
ARM’s Quarterly Results: Licensing Strong, Royalties Weak, Future is Bright
Last week was ARM’s quarterly earnings call. Simon Segars, the CEO, and Tim Score, the CFO, presented from London.
First, the numbers:
- revenue was up 17% year-on-year in dollar terms to $309.6M, but only 9% in Sterling terms due to exchange rate moves to £187.1
- profit before tax was $94.2M
- licensing was up 42% year-on-year
The Two Biggest Misses in Mobile
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 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