Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.
In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More
Several months ago we had suggested that we were concerned that Apple’s A9 processor would wind up being 20nm planar (maybe 14nm planar) rather than the expected 14nm FinFET. As we are now under 9 months from a likely launch time for Apple’s next gen IPhone the timing for getting a 14nm FinFET processor on board the phone… Read More
This news in May 2014 that Samsung had licensed FD-SOI Technology from ST-Microelectronics was really amazing, as most of the industry was expecting this kind of agreement, but not with the #2 SC Company. But since May 2014 the news flow has been quite reduced, we can imagine that both SC companies had a lot work to do for transforming… Read More
The USA has very good culture of demonstrating new innovations in every industry by way of conferences, exhibitions, workshops, large meetings and so on. The Consumer Electronic Show (CES) is one of its kinds which exhibit new electronic products that tell about which way the industry is heading. Electronic products are final… Read More
I’m not at CES so I’m reporting second hand. But Samsung made some announcements and, since they didn’t make any mobile announcements, people were disappointed. Like Don Dingee, I think that any major mobile announcements will be done in March at Mobile World Congress. Although CES is starting to get a little… Read More
A little ago, I was looking at the top20 semiconductor companies in the world and was surprised to see a couple of large companies in Taiwan and South Korea garnering >34% of total sales (See – Look who is Leading the World Semiconductor Business). This time it’s another surprise, when I look at IC Insights report on global 300mm… Read More
I came across a very interesting article/blog written over the weekend by Jean-Louis Gassée on Intel and mobile. It covers some similar ground to several of my blog posts on the topic but also has some new facts. And it has additional credibility since Jean-Louis was head of product development and worldwide marketing at Apple (pre-iPhone).… Read More
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
File this one under funny things journalists are paid to say. Last week the Korea Times reported that Apple had “designated” Samsung as the primary supplier of the next Apple SoC. In response, the Chinese Commercial Times reported that TSMC is to supply the Apple A9 chip despite competition from Samsung. Since SemiWiki readers … Read More
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
