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Category Archives: Qualcomm

Yeah, Apple is probably building a modem

February 11, 2019by D/D Advisors 4 Comments

A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source […]

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Apple, Qualcomm, Silicon, Strategy

The State of the 5G Baseband

January 23, 2019by D/D Advisors 3 Comments

Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.

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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

Apple is building a San Diego campus. And a modem?

January 17, 2019by D/D Advisors 4 Comments

Last month Apple announced that it was building several new campuses. The media focus was on  what appears to be the company’s major campus in Austin, but we noticed they […]

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Apple, Components, Qualcomm, Silicon, Stocks, Wireless

How Night Sight makes chip companies look very dark

January 3, 2019by D/D Advisors Leave a comment

Over the holidays we got a chance to test out Google’s new “Night Sight” , this is the capability available on the company’s Pixel phones which takes incredible low-light photos. […]

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Android, Apple, Components, Qualcomm, Silicon

You too can build your own chip – for ONLY $30 million

November 1, 2018by D/D Advisors 21 Comments

This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]

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Apple, Autonomous Vehicles, Components, Enterprise Electronics, Qualcomm, Silicon

Should Intel Split in Two? Probably Not

October 21, 2015by D/D Advisors Leave a comment

Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever […]

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Business Model, Components, Qualcomm, Silicon, Strategy

Intel has 1,000 people working on a chip for iPhone? Of course they do

October 19, 2015by D/D Advisors 11 Comments

Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]

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Apple, Business Model, Components, iOS, Qualcomm, Silicon

Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.

September 18, 2015by D/D Advisors Leave a comment

Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon

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