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Category Archives: Qualcomm

Did Qualcomm Just Buy a Server CPU Company? – No

January 14, 2021by D/D Advisors Leave a comment

Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.

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Analyst Decoder Ring, M&A, Qualcomm, Silicon

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors Leave a comment

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

Apple Si – The Surprise Twist – It’s not About Money

November 30, 2020by D/D Advisors 2 Comments

Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.

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Apple, Components, Qualcomm, Silicon, Wireless

The Mystery of Apple’s Missing Profits

November 19, 2020by D/D Advisors 9 Comments

What Happened to Apple’s Profits? – Moving to its own Silicon should have boosted Apple’s gross margins, but the opposite seems to be happening.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon

Do Nvidia’s competitors want it to fail with Arm?

November 4, 2020by D/D Advisors Leave a comment

Do Nvidia’s competitors want it to buy Arm? Chip companies are worried that Nvidia will be successful with Arm, but they are much more worried that Nvidia fails putting an immense burden on an industry that depends on Arm.

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Analyst Decoder Ring, Autonomous Vehicles, Components, M&A, Networking, Qualcomm, The Cloud, The Edge

Semis Musical Chairs – AMD for XLNX

October 28, 2020by D/D Advisors 2 Comments

Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, Strategy

5G is Here!* Right?

October 23, 2020by D/D Advisors Leave a comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

Nvidia for Arm – the view from China

September 25, 2020by D/D Advisors 1 Comment

Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.

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China, Components, M&A, Qualcomm, Silicon, Stocks
Huawei Booth

Who benefits from Huawei’s predicament?

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

Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, Wireless

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