In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More
Breaking news: Microsoft acquires Apple!
Despite the relative success of their latest smartphone, iPhone15s, the Cupertino firm had never been able to renew with the success of legendary iPhone5s, launched ten years ago, in 2011. As of today, we don’t know if Microsoft will keep iPhone and iPad product lines, or decide to provide these with a lethal injection…
Some history:… Read More
Microsoft Buys Nokia
OK. I was wrong. Microsoft did buy Nokia’s handset business. For $7.2B, which for a company that just wrote off nearly $1B on tablets isn’t that much. Nokia is a company that had a peak valuation of $110B although it is not clear how much of that is in the deal versus out of the deal.
Details from Reuters here.
Elop is expected… Read More
Ballmer’s Retirement Leaves Nokia High and Dry
It looks to me as if Ballmer’s planned resignation from Microsoft is going to leave Nokia high and dry without an operating system. Because any successor to Ballmer will cancel Windows Phone which has managed to take Microsoft’s penetration in smartphones from 5% before it had a serious partnership with Nokia all … Read More
Mobile: A Death in the Family
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
Extending Wintel collaboration to Nokia?
Any article or blog on mobile phones talks about the ongoing battle between Apple and Samsung or the never ending struggle of Nokia and Blackberry. These reports are primarily based on the US market that hosts close to 322 million mobile subscriptions as per report in DEC 2012 by mobiThinking. With 81% (256 million) of the US population… Read More
Anyone Can Build a Phone
Today’s Dilbert cartoon is about how anybody can build a smart phone. As if it was a technical problem these days. But back in the mid-90s it really was. All the contract manufacturers like Solectron and others figured that since they could build a PC they could build a phone. It turned out that building radios was really hard.… Read More
Smartphone Market Share
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
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
How Big is Mobile? Twice as many people use mobile phones than use a toothbrush
How big is mobile? Well, sometime early next year (or maybe even in the Christmas surge) there will be more mobile phones than people. Technically that is subscribers, so some of those “phones” are actually spare SIM-cards in international travelers’ pockets. But even so that is an incredible statistic. Also,… Read More