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Category Archives: Google

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 1 Comment

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.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 10 Comments

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.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, 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.

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China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

Choose Your Fighter

February 25, 2021by D/D Advisors 7 Comments

Choose Your Fighter – Networking is a growing pain point for the gaming industry, but solving the problem will be hard across gaming’s diversified ecosystem.

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eSports, Gaming, Google, Networking

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.

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Apple, Autonomous Vehicles, Google, Qualcomm, Silicon, Strategy

Google close Stadia Studios

February 12, 2021by D/D Advisors Leave a comment

Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.

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Gaming, Google, Strategy

Duct Tape and Data Centers

November 10, 2020by D/D Advisors Leave a comment

Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.

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China, Components, Enterprise Electronics, Google, Silicon, The Cloud

Hardware for the Edge

July 1, 2020by D/D Advisors Leave a comment

Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.

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AR & VR, Autonomous Vehicles, Enterprise Electronics, Google, IoT, Net Neutrality, Networking, Silicon, Stocks, Strategy, The Cloud

This is why we can’t have nice things

April 2, 2019by D/D Advisors 9 Comments

Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]

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Analyst Decoder Ring, Android, Appconomy, China, Components, Google, iOS, Mobile Ads

Gaming – Networking becomes a competitive advantage

March 26, 2019by D/D Advisors 3 Comments

We attended the Game Developers (GDC) conference this week. The Google Stadia announcement, in particular, really resonated with us, and we detail the importance of that below. For anyone who […]

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eSports, Google, Net Neutrality, Strategy, The Cloud

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