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
Tag: mobile
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
A Brief History of Qualcomm
Qualcomm is the largest fabless semiconductor company in the world. If you have a smarphone there is a good chance you have a Qualcomm chip in your pocket. It is headquartered in San Diego with offices pretty much everywhere.
Qualcomm’s roots are in Linkabit, which was founded by Irwin Jacobs and Andrew Viterbi. They, along with … Read More
The Biggest Supplier in the Biggest Mobile Market is a Company You Have Never Heard Of
If you live in the bay area it is easy to come to the conclusion that Apple has huge market share and is in a very strong position in the mobile market. Everyone has an iPhone.
But the truth is less flattering. Yes, Apple continues to make large profits and it made record iPhone shipments. However, only 51M and Wall Street expected nearly… Read More
eMMC Mobile Memory
eMMC is the standard for mobile memory used in smartphones and tablets. The latest standard, released just this year, is eMMC 5.0. The previous standard, 4.51, was only released last year so things are moving quickly.
Arasan have a webinar next week to bring you up to speed on eMMC 5.0 in general and, of course, their own IP offering… Read More
Smartphones Are More Amazing That You Can Believe
I’ve written before about just how widespread mobile phones are: more people use mobile phones that a a toothbrush and more know how to use one than to use a pencil to write. This all happened very recently. I bet if you are asked when you got your first mobile phone you will guess too early. I had a car-phone in 1993 and a real mobile… Read More
Cloud-RAN: a New Way to Build a Basestation
One thing that I learned about at the Liney Microprocessor Conference last week was C-RAN which stands for Cloud Radio Access Networks. The technology is created by ASOCS who are working with China Mobile as the driving customer. And before you dismiss that as just being one network interested in the technology, China Mobile has… Read More