Smartphone Market Share

Smartphone Market Share
by Paul McLellan on 11-09-2012 at 12:47 pm

The numbers for smartphone sales in Q3 are starting to roll in. These are in units and not yet revenue (let alone profit) numbers although everyone down to Sony is for sure profitable. Samsung is running away with the volume, selling more than Apple, Huawei and Sony put together. One name that is missing is Motorola (Google) which … Read More


A brief History of Mobile: Generations 1 and 2

A brief History of Mobile: Generations 1 and 2
by Paul McLellan on 10-14-2012 at 9:00 pm

Mobile is one of the biggest markets for semiconductor, especially if you count not just mobile handsets but also the base-station infrastructure. No technology has ever been adopted so fast and so completely. There are approximately the same number of mobile phone accounts as there are people in the world. A few people have more… Read More


Google buying Motorola

Google buying Motorola
by Paul McLellan on 08-15-2011 at 10:48 am

So Google is buying Motorola Mobility for $12.5B. If you are a partner of Google using Android then this has both upside and downside. The upside is that Motorola, having been in wireless for longer than almost anyone, presumably has a pretty good patent portfolio that can be used to defend against Apple, Nokia, Microsoft et al. The… Read More