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 […]
Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]
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 […]
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 […]
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 […]
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 […]
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.