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Category Archives: Qualcomm

Apple Caves; Qualcomm Surges; Intel Throws in the Towel

April 17, 2019by D/D Advisors 3 Comments

We are travelling in Asia this week, so we are a bit delayed in responding to the news, nonetheless it was nice to wake up this morning to the news […]

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Apple, Qualcomm, Strategy

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Many options – none good. Why Apple may not have 5G before 2021

March 22, 2019by D/D Advisors 4 Comments

In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]

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Apple, Qualcomm, Silicon, Stocks

NVDA for MLNX – One Less Chair

March 12, 2019by D/D Advisors 2 Comments

The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]

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M&A, Qualcomm, Silicon

MWC 2019 – The State of 5G

March 4, 2019by D/D Advisors 14 Comments

This morning we published our newsletter covering Mobile World Congress 2019. Drop us a line if you would like to subscribe. Below is our view on the State of the […]

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Apple, Components, Enterprise Electronics, IoT, MWC, Networking, Qualcomm, Silicon, Wireless

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 4 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

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