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Category Archives: Qualcomm

What will happen to Arm now?

December 8, 2021by D/D Advisors 3 Comments

If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.

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Analyst Decoder Ring, Apple, China, Components, M&A, Qualcomm, Stocks

A Quick Look at Qualcomm Investors’ Day

November 19, 2021by D/D Advisors Leave a comment

Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.

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Analyst Decoder Ring, Android, AR & VR, Autonomous Vehicles, Mobile Web, Qualcomm, Silicon, Wireless

Will Auto Companies Roll Their Own Chips?

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

Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.

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Autonomous Vehicles, Components, Qualcomm, Roll Your Own, Silicon, Wireless

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

China’s Patent March

October 5, 2021by D/D Advisors Leave a comment

China’s Patent March: In which the word “Encourage” does a lot of work – China is seeking to move its economy up the value chain, and this has meant a shifting series of conflicts over IP in many industries.

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China, Qualcomm, Strategy, Wireless

Where is Qualcomm Driving?

August 11, 2021by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Autonomous Vehicles, IoT, M&A, Qualcomm, Strategy

2021 State of the Mobile Baseband

August 4, 2021by D/D Advisors 9 Comments

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.

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Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless

Fox in the Hen House Re-match

July 2, 2021by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Enterprise Electronics, Networking, Qualcomm, Silicon, The Cloud, Wireless

MWC 2021 Wrap-Up

July 2, 2021by D/D Advisors Leave a comment

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.

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MWC, Qualcomm, Wireless

Our Heart is in Catalonia

June 29, 2021by D/D Advisors Leave a comment

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.

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MWC, Networking, Qualcomm, Silicon

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