The RF Semiconductor Market – And Why It Matters
The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]
Category Archives: Components
If Apple Built a Car in the Forest, Would We Hear It?
I have no idea if Apple is going to build a car, but if they were, I think we would see signs of preparation in the supply chain two years ahead of a launch.
Who Should Attend MWC?
How to approach Mobile World Congress? As I mentioned in my last post, I am now preparing for my trip to Mobile World Congress (MWC) in Barcelona in two weeks. […]
A close-read of Qualcomm’s China press release
Qualcomm announced a settlement of the NDRC China investigation. The very dense press release raises as many questions as it answers. Bad news: a 46% reduction in royalty rates. Good news: lots of friends in China, audit rights and the ability to charge royalties for TD phones. Hard to fully gauge, but seems like a net positive.
Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.
The Internet of Things Now Belongs to the Product Managers
Almost two years ago I wrote about the masterful re-branding exercise that we now call the Internet of Things (IoT). We used to call it Machine to Machine (M2M) communications. […]
CES’ Back Halls: Shenzhen Inc. is Evolving, Rapidly
I wrote last year (and the year before that, and the year before ….) about the growing number of China companies at CES. Last year, in particular, I noted the […]
D/D #10: Drones, Selfie Sticks and Connected Everything
[This is the introduction to my latest note. E-mail us to join the mailing list for the full note.] There is no way for the human mind to fully grasp the […]
A few thoughts on splitting up companies
After the big news this morning about HP splitting in two pieces, I wanted to put in my two cents. I have followed HP for a long time, but have […]
A new model for semiconductor investing
There was an interesting post on Techcrunch this afternoon, called “The Revival of Semiconductor Investing”. The title alone touched a nerve. It states something that I would very much like […]
Digits to Dollars 