2021 State of the Mobile Baseband
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
Category Archives: Apple
Roll Your Chips – What Could Go Wrong?
Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.
Let’s Build a Chip – With Math
Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!
Sic Transit Gloria Mundi?
Sic Transit Gloria Mundi? – Apple can withstand a missed product cycle or two.
Where did Apple’s margins come from?
Where did Apple’s margins come from? – The M1 probably added only $300m to Apple’s gross margins this quarter, but it probably also helped them sell a lot more MacBooks, the benefit of Apple Silicon is strategic not cost savings.
The Handset Industry is a Flat Circle
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
Intel Selects Option C – All of the Above
Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.
Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Gamma Ray Exposure Preferred; Not Required
Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.
Heterogeneous Compute
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.
