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
Tag: qualcomm
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
Can Android1 Lead the Way for Google in New Smartphone Market?
I had been wanting to write about it since Google’sbig bang announcement of Android1 in India in Sep this year and their associated strategy to capture some of the large pockets of Smartphone market within a matured or declining cell phone market and maturing overall market of Smartphone. Since I wrote my last article hereon maturation… Read More
ANSYS Electronics Simulation Expo – A View from Industry
As we are seeing more and more automation in most of our activities, not only through software but also smart electronics (at cutting-edge technologies) equipped with processors, micro-controllers, sensors and so on which make a whole system as an integrated entity on a small piece of semiconductor intertwined with other systems… Read More
Who will be “lucky dog” in 4G LTE basebands?
The official term is “beneficiary rule”, but among colorful racing broadcasters, drivers, and fans it is more commonly referred to as the “lucky dog”: the driver who is down a lap, but gets to advance to the lead lap by virtue of being farthest ahead when a caution flag is raised.
Qualcomm has lapped the entire field when it comes to … Read More
Smart Collaborative Design Reduces Business Risk
The semiconductor design industry is ever challenged with increasing chip density, manufacturing complexity with cutting-edge technologies, accommodating multiple IPs with different functionalities from various sources, optimizing power, performance and cost, maximizing manufacturability and reliability and still… Read More