It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
Tag: smartphone
Xiaomi Already #3 in Smartphones Behind Samsung and Apple
The Q3 results are mostly in now and there are two big stories. The iPhone 6 of course, which started shipping just before the end of the quarter. The other story is China, now the #1 mobile market in the world. These have led to very different stories for different companies.
Samsung is basically flat with Q2, but that was a big drop. … Read More
i.am, I said
The tie between rock artists and technology isn’t new. One of the first prominent rockers-turned-entrepreneurs is Tom Scholz of Boston, an engineer who has a couple MIT degrees and several patents to his name. Neil Young is currently out with Pono, attempting to make a higher-resolution audio format based on FLAC encoding to get… Read More
CEVA creating a wearable IP platform
Processor and GPU cores usually get the limelight, driven by the ARM and Imagination machines occupying the center square of most SoC designs. CEVA has quietly been assembling DSP IP in most of the squares around the edge, and may have just reached critical mass for wearables and IoT devices.… Read More
Everything You Wanted to Know About the Internet But Were Afraid to Ask
Every year, Mary Meeker produces a huge presentation (140 slides) on important trends in the internet. This year’s came out at the end of last week. It is well worth the time it takes to go through it. Here is the first slide, effectively the table of contents:
- Key Internet Trends
- Status Update: Tech Stocks / Education / Healthcare
Rise of the cloudphone?
We’re all quite twitterpated with the smartphone. Admittedly, it has taken much of the world by storm, and dominates EDA discussion because of the complex SoCs inside. Feature phones have repeatedly been declared dead, or at least disinteresting, but the numbers tell a different story.
While Europe and the US enjoy much higher… Read More
Is Smartphone Market Maturing?
Yes and No, in my view. Yes to a certain extent, considering that most of the people in developed world have more than one (may be with dual sim card) phone; and No, considering the vast untapped market in the third world countries of Asia and Africa. In India, although much of the population (who can afford a phone) has phone, but not … Read More
A Brief History of Qualcomm
Qualcomm is the largest fabless semiconductor company in the world. If you have a smarphone there is a good chance you have a Qualcomm chip in your pocket. It is headquartered in San Diego with offices pretty much everywhere.
Qualcomm’s roots are in Linkabit, which was founded by Irwin Jacobs and Andrew Viterbi. They, along with … Read More
The Biggest Supplier in the Biggest Mobile Market is a Company You Have Never Heard Of
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
Smart Watch, Phone, Phablet, Tablet, Thin Notebook…?
There are more, but wait a while, from this set which ones do you need? Or let me ask the question differently (I know you may like something impulsively and have money to buy), which ones do you want to buy and own? Still confused? I guess what you need, you already have, but you want to change it for something new and different. While I … Read More