It seemed we were more or less resigned to Huawei owning 5G infrastructure worldwide. Then questions about security came to the fore, Huawei purchases were put on hold (though that position is being tested outside the US) and opportunity for other infrastructure suppliers (Ericsson, Nokia, etc) has opened up again.
Building … Read More
I am a technologist, an entrepreneur and most recently an angel investor. As I have announced my investments in promising young companies over the last couple years, many people have asked me why. Isn’t the stock market easier (well…), isn’t that risky (yep), what does that mean for your role at ARM (business… Read More
I have written a book on Nokia’s smartphone problem. The name of the book is Nokia’s Smartphone Problem: The End of an Icon? and it chronicles the Finnish company’s journey from a mobile handset maestro to a smartphone also-ran.
Nokia’s smartphone story began with the launch of the Communicator 900—arguably… Read More
Nokia is no more a mobile phone dynamo, but it’s now the world’s largest telecom equipment supplier ahead of Ericsson AB and Huawei Technologies. Nokia is buying Alcatel-Lucent for $16.6 billion and the new global networking behemoth created as a result of this mega-merger—called Nokia Corp.—will be headquartered… Read More
The origin of ARM’s success in mobile phone space is largely traced to Symbian’s decision to exclusively support the ARM Instruction Set Architecture (ISA). This in turn was the consequence of a mid-1990s decision by Texas Instruments to use ARM in its mobile phone ASICs for Nokia, the driving force behind the inception of the Symbian… Read More
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
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
In recent days I’ve seen several long discussions about Texas Instrumentslosing its grip in semiconductor industry when it came out of a business it was strong in, i.e. wireless business. It seems the semiconductor community has not digested the fact that TI, very rightly, came out of the OMAP business at the right time. The smartphone… Read More
For a company to stand still and continually prosper even after facing several downturns in its career of 80+ years, and still move swiftly with strong commitment and confidence, its strategy has to be right and rock solid possessing sustainable competitive advantage, and of course it has to be an early mover in everything it does… Read More
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