If you live in the bay area it is easy to come to the conclusion that Apple has huge market share and is in a very strong position in the mobile market. Everyone has an iPhone.
But the truth is less flattering. Yes, Apple continues to make large profits and it made record iPhone shipments. However, only 51M and Wall Street expected nearly… Read More
When Apple announced last September their A7 chip had gone 64-bit, the congregation immediately swooned, but analysts reacted skeptically: “So what? Phones don’t need more memory, and there are no 64-bit apps.” Even pundits miss once in a while, and now the topic is how the chip industry is headed for 64-bit.… Read More
As smartphone and tablet makers desperately search for points of differentiation they will try to push the limits of performance on several fronts to extremes. The password pill and the display-cover display are two of the stranger extreme features on the way.
Extreme inter-connectivity is one of the more useful features that… Read More
As I see the semiconductor industry going through significant changes and advances, yet ironically plagued by a growing perception that the pace of scaling is slowing, I was inclined to take a peek into what the industry experts say about the state of the industry and the future of Moore’s Law. Fortunately, at last week’s International… Read More
The smartphone is becoming a commodity, a lifecycle stage where the strong get stronger, the weak get weaker, and the products standardize and start to look alike. This dynamic is driving innovation in existing products to extremes and spawning a new class of wearable devices.
Today two major players are leading the mobile hardware… Read More
As a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission. I didn’t actually… Read More
I am at ARM TechCon today. One interesting presentation was made jointly between Samsung, Cadence and ARM themselves about developing physical libraries (ARM), a tool flow (Cadence) and test chips (Samsung). It was titled Samsung ARM and Cadence collaborate on the silicon-proven world first 14-nm FinFET Cortex-A7 ARM CPU and… Read More
At DAC this year there was a presentation from Samsung titled, “Profile-based Architecture Power Modeling Methodology for AP/SoC Product”. I’ve been using Samsung Smart Phones for the past four generations, so was very curious about how they have managed to improve the average battery life from less than… Read More
Global semiconductor capital spending is headed for another decline in 2013, following a 12% decline in 2012. Gartner’s September forecast called for a 7% decline in 2013. Most of the major spenders expect flat to declining expenditures in 2013. Intel in July estimated 2013 spending of $11 billion, flat with 2012 and down from … Read More
The legend of Intel being two process nodes ahead of the rest of the industry is quickly coming to an end. To come to terms with this you need to do an apple to apple comparison which is what I will do right here, right now.
First and foremost let’s compare SoC silicon delivery since SoCs are driving the semiconductor industry and will … Read More
