State of the Roll Your Own Semis Market
By our count 28 non-chip companies are developing their own chips. Of these, at least 16 have delivered multiple generations of their chips, signaling a long-term commitment.
Category Archives: Apple
De-coding sell side research sources
In which we examine the ways that good analysts gather data.
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.
We are thinking about AR/VR wrong
AR and VR share some technical concepts and will likely have similar components, but beyond that are completely unrelated – the way people use them and thus the software needed to power them will be very different.
One Does Not Simply Walk Into the Data Center
Qualcomm is become a processor company, providing heterogenous compute for a growing number of end markets. But the fact that the Nuvia team seems to be focussed on PCs, raises the question as to what exactly Qualcomm plans tp close the gap in mobile.
What Are They Building in There?
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.
Apple Car – Some Math
We ran the numbers on Apple Car and they look highly achievable at any price. The key to success will be their ability to inspire buyers to upgrade their purchase decision, to stretch a bit. Apple did this in electronics, will the magic transfer to cars?
What will happen to Arm now?
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
Apple Car Bonus – What could go wrong
So far in this series, we have assumed that Apple is going to actually build a car, but there are many things that could go wrong and ultimately these will weigh heavily on a company that prides itself on being able to say no.
Apple Car – Pain for Everyone Else?
Even if the Apple Car is a failure, the supply chain work they have already done will dramatically alter the auto industry. If they deliver a compelling car, the incumbents are in trouble. And what happens if Apple launches with multiple models on day 1?