Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.
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.
Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs, is still hard.
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.
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.
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.