Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

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

Category Archives: Apple

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 5 Comments

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.

Read Article →
Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

Intel Selects Option C – All of the Above

March 23, 2021by D/D Advisors 13 Comments

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.

Read Article →
Apple, Silicon, Strategy

Could? Should? Would? – Mobile OS

March 23, 2021by D/D Advisors Leave a comment

Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.

Read Article →
China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

Gamma Ray Exposure Preferred; Not Required

February 24, 2021by D/D Advisors Leave a comment

Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.

Read Article →
Apple, Qualcomm, Silicon, Wireless

Heterogeneous Compute

February 23, 2021by D/D Advisors 1 Comment

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.

Read Article →
Apple, Autonomous Vehicles, Google, Qualcomm, Silicon, Strategy

It’s a Trap – More on Chip Benchmarks

February 9, 2021by D/D Advisors 2 Comments

It’s a Trap – Intel published a set of benchmarks that purport to show their chips actually outperform Apple’s M1. We use this example as a primer in all the shortcomings of Benchmarks as a Marketing tool. TL;DR – the Apple M1 is probably very good.

Read Article →
Analyst Decoder Ring, Apple, Components, Marketing, Silicon

Lies, Damned Lies, and Benchmarks

February 2, 2021by D/D Advisors 1 Comment

Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the market.

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

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors 2 Comments

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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

Apple Si – The Surprise Twist – It’s not About Money

November 30, 2020by D/D Advisors 3 Comments

Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.

Read Article →
Apple, Components, Qualcomm, Silicon, Wireless

Apple’s Missing Profits – The Usual Suspects

November 20, 2020by D/D Advisors 7 Comments

Apple’s Missing Profits – The Usual Suspects – Apple seems to have greatly widened its move to low price devices, with the addition of more expensive components (and casings) contributing as well.

Read Article →
Analyst Decoder Ring, Apple, China, Components

Post navigation

← Previous 1 2 3 4 … 9 Next →

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.

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.
  • Why is Amazon building CPUs?
  • The Photonics Football
  • Lucy and the Photonics Football
  • The Feel of Bare Metal
  • The Changing Face of Compute

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...