Qualcomm is Back on Top of the SoC World!

Qualcomm is Back on Top of the SoC World!
by Daniel Nenni on 08-13-2016 at 7:00 am

In 2015 Qualcomm stunned the fabless semiconductor world with an unprecedented layoff. When I first heard about it the number was 5% but it kept growing and finally hit 15%. The big misstep here was, that after being the SoC leader starting in 2007 with the Snapdragon series of chips that powered the Smartphone revolution, QCOM did… Read More


A Chinese smartphone drill in progress

A Chinese smartphone drill in progress
by Don Dingee on 07-27-2016 at 4:00 pm

One of our astute readers caught what looks like a major gaffe in the Linley Group mobile conference presentations from this week. It’s another indication of the speed of change in mobile markets and the instability that is giving Apple and others heartburn.

Here’s the chart in question:


The point of contention is who, exactly, … Read More


More Details on the Smartphone and Wearables Market

More Details on the Smartphone and Wearables Market
by Daniel Nenni on 07-26-2016 at 4:00 pm

The Linley Mobile Conference opened today with a nice keynote overview of the mobile market evolution. In the media I see a lot of doom and gloom articles about smartphones and wearables but if you look at it closely you will see a natural growth curve evolving.

The mobile semiconductor market is evolving as vendors split their focusRead More


The Xiaomi Redmi Note 3 Significantly Improves Performance

The Xiaomi Redmi Note 3 Significantly Improves Performance
by Patrick Moorhead on 05-18-2016 at 12:00 pm

The smartphone market has been experiencing many changes, some of those changes have included the slowing of the overall pace of growth. One of the remaining growth segments of the smartphone market right now remains the mid-range which is priced around $200. These phones have traditionally been ignored by the big players in the… Read More


Samsung’s Luck with Gear S2

Samsung’s Luck with Gear S2
by Pawan Fangaria on 10-18-2015 at 4:00 pm

The wave of new and improved smartwatches started this year. Apple launched its first smartwatch in April. Several other players including Motorola, LG, ASUS, and Huawei have launched their new smartwatches this year. Sony launched its latest ‘SmartWatch 3’ in October last year. Rising consumer electronics brands like XiaomiRead More


Semiconductor Usage Revolves Around Asia

Semiconductor Usage Revolves Around Asia
by Pawan Fangaria on 09-07-2015 at 7:00 am

I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More


China (and Cupertino) Are Killing Korea in Mobile

China (and Cupertino) Are Killing Korea in Mobile
by Paul McLellan on 08-04-2015 at 7:00 am

Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More


Cellphones on the Path of Extinction

Cellphones on the Path of Extinction
by Pawan Fangaria on 07-05-2015 at 4:00 am

Semiconductor based electronics has continuously improved lives of people through various kinds of technology upgrades in the gadgets for our daily use. Imagine the journey from a mechanical typewriter to a laptop computer connected through a laser printer, transition from black & white photography to exotic coloured… Read More


Smartphones in Q1. Sammy Back On Top

Smartphones in Q1. Sammy Back On Top
by Paul McLellan on 05-04-2015 at 7:00 pm

Because it is such a major impact on the semiconductor industry, being the largest and fastest growing market ever, I follow the ups and down of the mobile industry. So what happened in Q1?

Total shipments are up 2% to a record (for Q1) 440 million units but that is down 16% from Q4 which remains the biggest quarter ever.

First thing is… Read More


Qualcomm LTE Modem Competitors? Samsung, Intel, Mediatek, Spreadtrum, Leadcore… or simply CEVA!

Qualcomm LTE Modem Competitors? Samsung, Intel, Mediatek, Spreadtrum, Leadcore… or simply CEVA!
by Eric Esteve on 04-03-2015 at 9:35 am

What is common between the 4G LTE modems from Samsung, Intel, Mediatek, Spreadtrum or Leadcore? All these chips are architecture with CEVA XC4000 family supporting 4G LTE-Advanced, LTE, HSPA/+, W-CDMA, TD-SCDMA, and legacy GSM/GPRS/EDGE. Samsung organization is vertical, the company design and manufacture DRAM, NAND and… Read More