Category: IoT
Posted Date:
-
Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, Silicon
My Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is…
-
Where is Qualcomm Driving?
Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many…
-
SLAB Bets the House on IoT
SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.
-
The Private Parts Networking
The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.
-
Just add AI
Just add AI – Building an AI Platform is not as easy as Microsoft Azure makes it out to be.
-
Why settle for 1,000 chip companies when you can have 10,000?
Why settle for 1,000 chip companies when you can have 10,000? – The overwhelming majority of these companies will fade away, but a few will end up mattering a lot.
-
5G and the Bandit
5G and the Bandit – The CBRS auction could be the start of a new chapter in wireless networking. We are watching to see if the cable MSOs and the Internet giants,…
-
AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The CloudHardware for the Edge
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and…
-
Android, Appconomy, Apple, Components, Home Networking, iOS, IoT, Mobile OS, Mobile Web, Multiverse, Net Neutrality, Networking, Qualcomm, Silicon, Strategy, WirelessAnarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment…
