Apple just raised the stakes for VR. Absent Meta developing their own VR OS, the best case for the market is smartphones where Apple has all the profits. The worst case is the tablet market where Apple has all the profits AND all the volume.
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
Qualcomm does not have an easy path to replacing Apple revenue. Maybe Apple will fail at producing a modem. Or maybe Qualcomm could come up with a compelling RF/modem combo that Apple would find too compelling to ignore. Not easy, but possible.
We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.
Foxconn looks incredibly well positioned to usher in a new age of auto manufacturing, and they have the resources that it will require to nurture a new ecosystem of auto makers.
The shift to EVs is disrupting the auto supply chain. To name just one example, Foxconn, the company that epitomizes the model which separates electronics design and manufacture is now aggressively promoting its ability to replicate that model for cars.
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. However, nowhere in this piece do we say it will never happen.
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.
In which we examine the ways that good analysts gather data.
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.