Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More
Tag: qualcomm
Sonics vs Arteris Lawsuit Update!
As strange as it may seem one of my hobbies is reading case law. It’s not only interesting to see what the human race is really up to, it is also good to know your rights in regards to things like defamation, especially when you are a New Media mogul like myself. Some of the funnier defamation cases are called “Twibel” as in libel on Twitter.… Read More
Who Leads Semiconductor Innovation?
Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
Qualcomm Earnings Call
Qualcomm had their earnings call today. There has been a lot of discussion about their business going forward and they lowered guidance. They didn’t say explicitly why but in the usual Kabuik theater of these things this is what they did say:While our outlook for the first half of the fiscal year is ahead of our prior expectations,… Read More
Lights, audio, and waiting for action from Qualcomm
The news Qualcomm has shipped over a billion Snapdragon chips in Android smartphones broke last September. After reiterating that and a sustained outlook for smartphones over the next five years, the Qualcomm CES 2015 presser seemed to leave most media outlets a bit disappointed. Naturally, that prompts us to ask what is going… Read More
Facts Support New Emergence in Semiconductor Landscape
As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More
A Closer Look at the QCOM $40M Investment in China!
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
What Will Drive Smartphone Market Now?
Whenever a market matures, either it gets plagued by substitutes or it looks for complementary products or technologies which can fuel its maturation curve into further growth opportunities. While PCs and Notebooks got substituted by smartphones, there is no other device in foresight to substitute smartphones. The reason … Read More
Not Mobile, Automotive to See Max Semiconductor Growth!
There is no denying that mobile market is almost matured, the growth in the semiconductor industry has to pick up somewhere else. Although it’s expected that worldwide cellphone subscription will exceed the world population in 2015 (already exceeded in many parts of Europe) and continue for some time (while CAGR in unique subscription… Read More
Qualcomm Enters Server CPU Market
Fresh from the leaked memo that Intel is merging its mobile business into its PC client group, Qualcomm is going the other way and has confirmed that it is entering the ARM server CPU market, an announcement made at its analyst day earlier today.
This is a major trend that less than a month ago I reported from the Linley microprocessor… Read More