CEVA creating a wearable IP platform

CEVA creating a wearable IP platform
by Don Dingee on 07-25-2014 at 12:00 am

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

Everything You Wanted to Know About the Internet But Were Afraid to Ask
by Paul McLellan on 06-01-2014 at 5:28 pm

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
Read More

Rise of the cloudphone?

Rise of the cloudphone?
by Don Dingee on 03-24-2014 at 3:00 pm

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?

Is Smartphone Market Maturing?
by Pawan Fangaria on 02-17-2014 at 12:00 pm

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

A Brief History of Qualcomm
by Paul McLellan on 01-29-2014 at 12:48 pm

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

The Biggest Supplier in the Biggest Mobile Market is a Company You Have Never Heard Of
by Paul McLellan on 01-29-2014 at 10:05 am

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…?

Smart Watch, Phone, Phablet, Tablet, Thin Notebook…?
by Pawan Fangaria on 12-26-2013 at 12:30 pm

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


Smartphones Are More Amazing That You Can Believe

Smartphones Are More Amazing That You Can Believe
by Paul McLellan on 10-27-2013 at 10:09 pm

I’ve written before about just how widespread mobile phones are: more people use mobile phones that a a toothbrush and more know how to use one than to use a pencil to write. This all happened very recently. I bet if you are asked when you got your first mobile phone you will guess too early. I had a car-phone in 1993 and a real mobile… Read More


Low Cost Smartphones: How Do They Do It For $50?

Low Cost Smartphones: How Do They Do It For $50?
by Paul McLellan on 07-19-2013 at 12:09 pm

The future growth in smartphones is largely going to be at the low end of the market as Eric wrote about here a couple of weeks ago. A lot of that growth is targeted at China. Sitting in the US it is easy to underestimate the size of the Chinese market. China Mobile (the market leader) is just one company but has more than twice the number … Read More


Prediction is very difficult… is it a reason for writing down everything that springs to mind?

Prediction is very difficult… is it a reason for writing down everything that springs to mind?
by Eric Esteve on 04-18-2013 at 10:20 am

Smartphone and Media tablet markets are exploding, generating huge level of profit for the Apple, Samsung or Qualcomm, and we don’t see yet when the growth will stop. That’s a point. But is it a reason for analyst to write down everything that springs to mind, including obvious insanity? Let’s have a look at the diagram below, and … Read More