So, how do we define these terms? What is the core difference? Why does it matter – what is the implication on business models? And finally, which firms today embody these models?
First, the basics. Digital business models are inherently exponential in terms of value generation. Data drives powerful flywheel effect, and these … Read More
Although CMOS technology in semiconductors was patented in 1960s, commercial ICs and electronic systems based on CMOS ICs started picking up in 1970s, and the real growth with personal computer (PC) market took place in 1980s. Then Intelmicroprocessors started dominating the semiconductor market with increasing processing… Read More
Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More
While eyes remain fixated on the architectural battle between Intel and ARM, a second front is soon about to open up that will determine mobile supremacy for the rest of the decade. Whereas yesterday’s story on the collapse of Wintel and the anointing of Google and Samsung are repeated endlessly, now tables are being set for a significant… Read More
The news this week that PC sales dropped by double digit percentages and to a level not seen since 2006 sent shudders down the halls of OEMs and chip suppliers. Are we entering a final death spiral as opposed to the gradual decline that most expected? Perhaps there is another explanation. From a distance, it appears that the mobile … Read More
Any article or blog on mobile phones talks about the ongoing battle between Apple and Samsung or the never ending struggle of Nokia and Blackberry. These reports are primarily based on the US market that hosts close to 322 million mobile subscriptions as per report in DEC 2012 by mobiThinking. With 81% (256 million) of the US population… Read More
The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled… Read More
Time to ring the Bell. With the iPhone 4S, Apple has just surpassed the 70% gross margin metric that usually equates to a compute platform becoming an industry standard. IBM’s mainframe achieved it in the 1960s with the 360 series and still is able to crank it out with their Z-series. The combined Intel and Microsoft tandem (Wintel)… Read More
In the unspoken war between ARM and Intel, a couple of interesting facts have surfaced during the last few days:
