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.
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. […]
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.
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.
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. […]
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 […]
[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 […]
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 […]
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 […]
A few days ago I read a post on Stratechery. Since half the traffic to this site comes from its author Ben Thompson’s Tweets, you are probably familiar with the […]