Category: Qualcomm
Posted Date:
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Arm vs Qualcomm – FUD edition
Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make…
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Mobileye IPO 2.0
Mobileye filed to go public, again. They have a lot going for them, but the market is still in early days, a lot could change. The management team also has a lot…
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IoT 2.0
As we keep saying, IoT is not one thing. So maybe we should find a better way to segment the market. We think companies can analyst the opportunities available based on the…
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Qualcomm Auto Day – Uniquely Unique
Qualcomm’s Auto event – painted a compelling strategic picture for their future in the segment, and then provided answers to a lot of the practical questions too. They look very well positioned…
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Arm v. Qualcomm
While Arm may be able to beat Qualcomm in court, their lawsuit risks creating a really challenging marketing message, especially at a time when the threat of RISC V looms ever larger.…
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Will Apple build its own RF chips?
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers.…
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The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
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Home Depot for DIY Chips
The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers…
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A Quick Overview of AMD
AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.
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Is Apple Failing at Modems?
There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.
