Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many years away.
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.
Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.
MWC 2021 Wrap-Up – Despite MWC’s minimalist approach this year, there was still a fair amount of news this year – largely in the software realm as the Cloud eats Telco and Open RAN starts to come into its own.
Our Heart is in Catalonia – Qualcomm has some interesting new products out there – promoting software and networking in ways that are new for the company.
Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.
Let’s Build a Chip – We lay out the costs of building a chip – with spreadsheets!
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.
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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.