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Search Results for: 5g

The Heat Death of 5G

September 26, 2019by D/D Advisors 19 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

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Components, Qualcomm, Silicon, Wireless

Many options – none good. Why Apple may not have 5G before 2021

March 22, 2019by D/D Advisors 4 Comments

In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]

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Apple, Qualcomm, Silicon, Stocks

When will there be a 5G iPhone?

March 20, 2019by D/D Advisors 1 Comment

This post is a modified excerpt from our monthly newsletter. Our latest issue covered all the things we saw at Mobile World Congress. Drop us a line if you would […]

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Apple

MWC 2019 – The State of 5G

March 4, 2019by D/D Advisors 9 Comments

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 […]

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Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

The State of the 5G Baseband

January 23, 2019by D/D Advisors 3 Comments

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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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 1 Comment

In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

Herd Mentality and the lack of US Semis investment

September 30, 2019by D/D Advisors Leave a comment

If you read the press today, you could get the impression that the US and China are in some form of Technology Arms Race. (Headlines like “America and China Are […]

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Silicon, The Valley

Apple Caves; Qualcomm Surges; Intel Throws in the Towel

April 17, 2019by D/D Advisors 1 Comment

We are travelling in Asia this week, so we are a bit delayed in responding to the news, nonetheless it was nice to wake up this morning to the news […]

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Apple, Qualcomm, Strategy

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Yeah, Apple is probably building a modem

February 11, 2019by D/D Advisors 3 Comments

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 […]

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Apple, Qualcomm, Silicon, Strategy

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Recent Posts

  • Let’s Just Call it 6G
  • Herd Mentality and the lack of US Semis investment
  • The Heat Death of 5G
  • Apple Caves; Qualcomm Surges; Intel Throws in the Towel
  • Quick thoughts on Uber’s IPO S-1 Filing

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