CEVA and ARM Do LTE

CEVA and ARM Do LTE
by Paul McLellan on 07-19-2013 at 8:23 pm

If you have purchased a high-end cell-phone or tablet in the last couple of years it probably has LTE, although some carriers try and blur things by showing a symbol like 4G when you are in an area that has LTE despite the fact that your phone does not support it. Don’t you love cell-phone marketing? Talking of which, if a camel … Read More


Qualcomm Video Friday

Qualcomm Video Friday
by Paul McLellan on 07-19-2013 at 11:30 am

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


Intel’s Q2 Conference Call

Intel’s Q2 Conference Call
by Paul McLellan on 07-19-2013 at 12:47 am

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


Apple iOS7 Will Drive The Next Semiconductor Cycle

Apple iOS7 Will Drive The Next Semiconductor Cycle
by Ed McKernan on 07-08-2013 at 12:00 am

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


The Internet of Things

The Internet of Things
by Paul McLellan on 05-24-2013 at 1:02 am

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


Qualcomm JEDEC Mobile Keynote: Memory Bandwidth and Thermal Limits

Qualcomm JEDEC Mobile Keynote: Memory Bandwidth and Thermal Limits
by Paul McLellan on 05-14-2013 at 4:37 pm

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


Linley Mobile

Linley Mobile
by Paul McLellan on 04-19-2013 at 12:11 pm

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


Cavendish Kinetics

Cavendish Kinetics
by Paul McLellan on 04-16-2013 at 8:05 pm

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


Tablets & smart phones driving electronics growth

Tablets & smart phones driving electronics growth
by Bill Jewell on 03-19-2013 at 8:10 pm

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


Mobile: A Death in the Family

Mobile: A Death in the Family
by Paul McLellan on 03-18-2013 at 3:49 pm

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