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Category Archives: Qualcomm

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

Margin Stacking and the Cost of AI

March 10, 2021by D/D Advisors 4 Comments

Margin Stacking and the Cost of AI – How much of the value of “AI” will accrue to hardware makers who have to add significant silicon content to make their products stand out.

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Home Networking, Qualcomm, Silicon

Gamma Ray Exposure Preferred; Not Required

February 24, 2021by D/D Advisors Leave a comment

Gamma Ray Exposure Preferred; Not Required – Apple’s job listing hint at their ambitions for cellular modems.

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Apple, Qualcomm, Silicon, Wireless

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

ARM Wrestling

February 17, 2021by D/D Advisors 1 Comment

CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]

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Analyst Decoder Ring, China, M&A, Qualcomm, Silicon, Stocks, Strategy

RF Semis Update

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

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.

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Analyst Decoder Ring, Components, Qualcomm, Silicon, Wireless

The Qualcomm Shakes-up of RF is Beginning

February 10, 2021by D/D Advisors 7 Comments

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.

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Analyst Decoder Ring, Components, Qualcomm, Silicon

Lies, Damned Lies, and Benchmarks

February 2, 2021by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon

Who is Going to Build Small Cells?

January 29, 2021by D/D Advisors 3 Comments

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.

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Components, Enterprise Electronics, Networking, Qualcomm, Wireless

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