The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
The Apple Satellite Phone? Probably not, the laws of physics…maybe an emergency messaging system or maybe just a new operator relationship.
Idle Speculation on Apple Cars – If Apple is building a car, they are going to need a trusted assembly partner. Has anyone noticed how much investment Foxconn has been pouring into autos lately?
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.
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 – We lay out the costs of building a chip – with spreadsheets!
Sic Transit Gloria Mundi? – Apple can withstand a missed product cycle or two.
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.
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 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.