Digits to Dollars

Deep Tech, Semis and More

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Press
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Category Archives: Apple

modern radio set placed on wooden crate

Will Apple build its own RF chips?

August 30, 2022by D/D Advisors 3 Comments

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.

Read Article →
Apple, Qualcomm, RF, Roll Your Own, Silicon, Wireless

State of the Roll Your Own Semis Market

July 26, 2022by D/D Advisors 8 Comments

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.

Read Article →
Apple, Roll Your Own, Silicon

De-coding sell side research sources

July 5, 2022by D/D Advisors Leave a comment

In which we examine the ways that good analysts gather data.

Read Article →
Analyst Decoder Ring, Apple

Is Apple Failing at Modems?

June 30, 2022by D/D Advisors 2 Comments

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.

Read Article →
Analyst Decoder Ring, Apple, Qualcomm, Silicon, Wireless

We are thinking about AR/VR wrong

May 24, 2022by D/D Advisors 2 Comments

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.

Read Article →
Apple, Strategy

One Does Not Simply Walk Into the Data Center

February 4, 2022by D/D Advisors Leave a comment

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.

Read Article →
Analyst Decoder Ring, Apple, Qualcomm, Silicon

What Are They Building in There?

December 20, 2021by D/D Advisors 1 Comment

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.

Read Article →
Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

Apple Car – Some Math

December 13, 2021by D/D Advisors Leave a comment

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?

Read Article →
Apple, Autonomous Vehicles, Strategy

What will happen to Arm now?

December 8, 2021by D/D Advisors 3 Comments

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.

Read Article →
Analyst Decoder Ring, Apple, China, Components, M&A, Qualcomm, Stocks

Apple Car Bonus – What could go wrong

December 3, 2021by D/D Advisors 7 Comments

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.

Read Article →
Apple, Autonomous Vehicles, Strategy, Uncertainty

Post navigation

← Previous 1 2 3 … 10 Next →

Check out our Podcast

Buy our book!

A Practical Guide to IPOs

Processing…
Success! You're on the list.
Whoops! There was an error and we couldn't process your subscription. Please reload the page and try again.
  • Will Handheld Gaming become a Thing?
  • Our $0.02 on Unity
  • How to Software: A Guide for New CEOs
  • Innovation Day: Intel Update
  • Our View on Nvidia

Category Cloud

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Roll Your Own Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com

Powered by WordPress.com.
 

Loading Comments...