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Category Archives: Strategy

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How to Software: A Guide for New CEOs

September 26, 2023by D/D Advisors Leave a comment

Dear Hardware CEO,
Welcome to your new role. We have a few suggestions on how you can transition your company from pure hardware to a software solution….

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Strategy

It’s the Software…

September 13, 2023by D/D Advisors 1 Comment

Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means someone else will capture the opportunity.

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Android, App Economy, Apple, Mobile OS, Qualcomm, Strategy, Wireless
zombies entering a shabby door

Intel – 28 Months Later

August 4, 2023by D/D Advisors Leave a comment

Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of talent, but the competition is clawing at the door.

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Roll Your Own, Silicon, Strategy

Rumble on the Open RAN Boulevard

July 18, 2023by D/D Advisors Leave a comment

Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.

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Networking, Strategy, The Edge, Wireless

A National R&D and Prototyping Center

July 13, 2023by D/D Advisors 4 Comments

Big companies do not seem to care about innovation. And small companies cannot afford to make dreams real. We propose a National Prototyping Center that can bridge this gap.

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Strategy

Where Does Intel Stand Now?

June 29, 2023by D/D Advisors 1 Comment

Intel faces three sequential problems: fix manufacturing, start designing competitive products again, and win some customers for IFS. Then they have to keep all that going. Not impossible, just very challenging.

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Silicon, Strategy
hugging unrecognizable group of people in spacious arena

Software is hard – How to get it right

June 27, 2023by D/D Advisors 2 Comments

Building software products inside a hardware team requires big cultural changes, integrating engineering disciplines, and most importantly long-term consistency. It also takes a lot of money.

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Strategy

Software is Hard – The Cautionary Tale of CalAmp

June 23, 2023by D/D Advisors Leave a comment

Many hardware companies today would like to become software companies (and earn their valuation multiples). CalAmp tried that many years ago, and it was a painful process.

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IoT, Strategy
girl in green sweater holding rolling pin

Are We Reaching the Limits of Homegrown Silicon?

June 16, 2023by D/D Advisors 1 Comment

Oppo is has largely given up designing its own chips, but they faced a very specific set of challenges which do not apply to many of the others looking to roll their own semis.

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Qualcomm, Roll Your Own, Silicon, Strategy

Post Vision Pro, What Does Everyone Else Do?

June 7, 2023by D/D Advisors Leave a comment

Apple just raised the stakes for VR. Absent Meta developing their own VR OS, the best case for the market is smartphones where Apple has all the profits. The worst case is the tablet market where Apple has all the profits AND all the volume.

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Apple, AR & VR, Strategy

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  • How to Software: A Guide for New CEOs
  • Innovation Day: Intel Update
  • Our View on Nvidia
  • It’s the Software…
  • Qualcomm lives to fight another day

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