Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means someone else will capture the opportunity.
What are they thinking? – Google used its burgeoning chip design capabilities to create an apps processor phones. It is likely to have some incredible AI features, but it is unlikely to see much adoption or to change the industry.
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
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.
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
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 […]
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. […]
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few […]
I find that I have been having the same conversation about mobile gaming repeatedly, with a number of different people. Usually, that’s a signal that I should publish something. Ben […]