Two videos (both short) from Qualcomm. They are both amusing but also have a serious aspect to them. The first one is interesting since it is Qualcomm following in Intel’s footsteps with its “Intel Inside” campaign against AMD to make people care about what processor was in their PC. Until that point probably… Read More
Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More
We have entered the Summer lull, the quiet period before what is likely to be Apple’s largest volume launch of smartphones ever. While the launches are coming in like clockwork, it is the magnitude of the ramp that is likely to surprise many and it will be due not just to the features of iOS7, but also to the adoption of a well-worn Microsoft… Read More
There is a lot of talk about the Internet of Things (IoT) about how everything is going to be connected to the internet. For some reason the archetypal example is a refrigerator that knows what you are nearly out of and puts it on your shopping list. Or orders it from the store. Or something. This seems like pretty high on the list of things… Read More
I went to some of the JEDEC mobile conference a couple of weeks ago. The opening keynote was by Richard Wietfeld of Qualcomm called The Need for Speed.
He emphasized that smartphones are really setting the pace these days in all things mobile and internet. Over 1/3 of access is on smartphones now. Over 4/5 of searches on smartphones… Read More
I was at the Linley Mobile Microprocessor conference earlier in the week. Well, just the first day since the second day overlapped with the GSA Silicon Summit. The first surprise was seeing Mike Demler in a suit. It turns out that he has joined the Linley Group as a full-time analyst in the mobile space.
Linley Gwennap started the day… Read More
I have spent the last couple of days at the GlobalPress Electronics Summit at the Chaminade Resort in Santa Cruz. Hey, it’s tough, but someone has to do it. One interesting presentation was from Cavendish Kinetics. It is especially interesting because many years ago Cavendish was founded by Mike Beunder, who I know well since… Read More
Worldwide electronics bounced back strongly in 2010 after the recession of 2008-2009. Every region experienced solid growth, ranging from high single-digit growth in the U.S. to over 20% in the key Asian countries. However in the last two years electronics has slowed down significantly. Several factors contributed to this … Read More
So Ericsson Mobile Platforms is to be shut down, with the loss of around 1600 jobs. Not to mention billions of dollars that ST and Ericsson sunk into the joint venture in an attempt to create a competitor to Qualcomm.
The history actually goes back a bit further. Nokia originally had an internal semiconductor design group and in 2007… Read More
The numbers are starting to come in for how everyone did in Q4. According to Cannacord Genuity, Apple made 69% of the profit and Samsung made 34%. What do you notice about those numbers? They add up to more than 100%. HTC supposedly made 1% of the profit and everyone else either broke even or lost money. Basically Apple and Samsung have… Read More
