Qualcomm – Page 3 – Digits to Dollars

Android, App Economy, Apple, Mobile OS, Qualcomm, Strategy, Wireless

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…

D2D Advisory

September 13, 2023

Apple, Qualcomm, Silicon, Wireless

Qualcomm lives to fight another day

Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.

D2D Advisory

September 12, 2023

Analyst Decoder Ring, IPO, Qualcomm

Arm IPO – the $52 Billion Question

Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now…

D2D Advisory

September 7, 2023

Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Tin Foil Hat, Wireless

Huawei Watchers and the Land of Magical Thinking

Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this…

D2D Advisory

September 5, 2023

Analyst Decoder Ring, IPO, Qualcomm

Arm IPO – Second Impressions

Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation…

D2D Advisory

August 23, 2023

Qualcomm, The Street

Qualcomm Q3 – Gloom and Doom

Qualcomm’s earnings call did not go very well – continued cyclicality, weak end demand and the looming threat of losing Apple. Most critically, they are still working on an answer to the…

D2D Advisory

August 3, 2023

Qualcomm, Roll Your Own, Silicon, Strategy

Are We Reaching the Limits of Homegrown Silicon?

Oppo is has largely given up designing its own chips, but they faced a very specific set of challenges which do not apply to many of the others looking to roll their…

D2D Advisory

June 16, 2023

AI, Qualcomm, Silicon, Stocks, The Street

What is happening to semis stocks this quarter?

AI may wipe out humanity someday, but right now it is doing wonders for semis stocks.

D2D Advisory

June 2, 2023

Qualcomm, Silicon

AI Semis – the Have and Have Nots

Qualcomm has a robust AI offering, and the market for AI Inference at the Edge is huge. But Qualcomm and every other company not named Nvidia, will struggle to ride this wave…

D2D Advisory

May 26, 2023