Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
You’re On Allocation – The electronics supply chain is knotted up with shortages seemingly everywhere. We think we are probably past the worst of it and do not believe it will last into 2022.
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
The Qualcomm Shakes-up of RF is Beginning – Qualcomm announced a few commercially minor RF products, but they demonstrate that the company is about to win the Holy Grail of RF chips.
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.
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.
Who is Going to Build Small Cells? – There is a rising crop of start-ups looking to provide small cells for private networks and mmWave systems – they may actually have a chance of succeeding and cracking open the telecom equipment space.
Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
