The Economist and I have a difference of opinions
I am a fan of the Economist magazine, so much so that I recently subscribed to receive print copies. My first issue arrived yesterday, and I was shocked to see […]
Category Archives: China
Autonomous Driving, Parking and Planning
This week we are publishing D2D Issue #22, reporting back from our trip to China. This post is one of several in that note. Drop us a line or send […]
D2D Report Preview
This week we are publishing D2D Issue #22, reporting back from our trip to China. Drop us a line or send us an e-mail if you would like to be […]
China’s Rising Giants in Enterprise Hardware
This is an excerpt from D2D Newsletter Issue #18 – For a copy of the complete report, please e-mail me or DM me on Twitter. Perhaps the biggest change to […]
Should we be worried about China’s economy?
I spend a lot of time working with Chinese companies, and visiting the people who build all our gadgets. So I often get questions about the Chinese economy. I am […]
The Consumerization of the Automobile Supply Chain
Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other […]
Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]
Fast Fashion in Chips? Mediatek beats Qualcomm
The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]
What is the Internet of Things? – Some Rough Math
I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a […]
The Global Handset Industry is set for Self-Destruct
If a person does the same thing over and over again, each time expecting a different outcome, we call that insanity. If dozens of companies in a multi-billion dollar market […]
