Category: Qualcomm
Posted Date:
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MWC 2019 – The State of 5G
This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the 5G standard.…
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Yeah, Apple is probably building a modem
A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source of differentiation…
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The State of the 5G Baseband
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
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Apple is building a San Diego campus. And a modem?
Last month Apple announced that it was building several new campuses. The media focus was on what appears to be the company’s major campus in Austin, but we noticed they were also…
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How Night Sight makes chip companies look very dark
Over the holidays we got a chance to test out Google’s new “Night Sight” , this is the capability available on the company’s Pixel phones which takes incredible low-light photos. They unveiled…
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You too can build your own chip – for ONLY $30 million
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy of the…
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Should Intel Split in Two? Probably Not
Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever you are,…
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Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a few back-and-forths,…
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Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s operations there.…
