How big is mobile? Well, sometime early next year (or maybe even in the Christmas surge) there will be more mobile phones than people. Technically that is subscribers, so some of those “phones” are actually spare SIM-cards in international travelers’ pockets. But even so that is an incredible statistic. Also,… Read More
The Q2 numbers for smartphones are now all in and the basic story is that Google is now registering an incredible million Android phones per day, half of them made by Samsung. That’s 85% of all the smartphones shipped last quarter. Android has (per IDC) 68% market share of all smartphones out there.
Apple grew by double digit… Read More
OTT stands for “over the top”. But in the telecom sense it does not mean outrageous, it means providing a service using the data network that competes with some service that the carrier offers and uses as a revenue stream. The most obvious of these is running Skype and so not making a voice call but perhaps the biggest threat… Read More
So who’s in and who’s out these days in handsets?
It looks as if Samsung has finally achieved a long-held goal to be the largest handset vendor, taking over from Nokia which has been the market leader for 14 years since 1998 when it passed Motorola. Nokia hasn’t reported yet but they cut their forecast. Samsung … Read More
Last week, the Japanese memory company Elpida filed for bankruptcy. There is worldwide overcapacity in DRAM and somebody had to go. Its strength and the weakness was that it was much more outward facing than most of the Japanese semiconductor and electronic industry. So it had to compete globally and wasn’t up to the task.… Read More
Due to a lot of somewhat aggressive marketing by carriers, you might think that 4G wireless is already here. After all, wasn’t 3G ages ago? But in fact true 4G handsets won’t really be available until 2015/6. But to make that schedule, first silicon needs to be available late this year or early next, to allow one or two … Read More
BYOD – bring your own device – has swept enterprises like a firestorm as CEOs wonder why they can’t use their shiny new iPad on the corporate network, and send their IT guys and gals off to make it happen. Under the right conditions and informed use, BYOD can be a productivity boom and not mess security and privacy up too badly for many … Read More
I usually write about the handset business (terminals in wireless-speak) because it is a consumer business and drives, directly and indirectly, a large part of the semiconductor business. But there is another part to the business, base-stations.
The largest supplier of wireless networking equipment is Ericsson. Ericsson … Read More
What’s going on in all these wireless patent battles? And why?
The first thing to understand is that implementing most (all?) wireless standards involves infringing on certain “essential patents.” The word “essential” means that if you meet the standard, you infringe the patent, there is no way around it. You can’t build a CDMA… Read More
Although there has been always a strong relationship between ARM and GlobalFoundries, it is interesting to notice that Intel has helped to boost it and make it even stronger. Indeed when AMD renegotiated its x86 licensing deal with Intel in 2009, one of the most significant long-term changes was a marked reduction in how much of … Read More