Category: Mobile OS
Posted Date:
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It’s the Software…
Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means…
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What are they thinking?
What are they thinking? – Google used its burgeoning chip design capabilities to create an apps processor phones. It is likely to have some incredible AI features, but it is unlikely to…
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Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
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Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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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…
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The Global Handset Industry is set for Self-Destruct
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market do it,…
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BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. As the…
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Launching “Coverage” of Alibaba
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few things stood…
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Mobile Gaming’s Giant Treadmill
I find that I have been having the same conversation about mobile gaming repeatedly, with a number of different people. Usually, that’s a signal that I should publish something. Ben Thompson’s post…
