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Category Archives: Strategy

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Semi Software – Bug, Feature or Product?

May 5, 2023by D/D Advisors 1 Comment

Many semis companies say they want to sell software. We think they really want recurring revenue and software company multiples. And what they really need is competitive advantage, which software can sometimes provide but is not the only way.

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Roll Your Own, Silicon, Strategy

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy
raspberry pie

Everybody Wants to Software

April 21, 2023by D/D Advisors 2 Comments

Every chip company has ambitions to sell software too – but there are very few software models that will work for them.

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Components, Silicon, Strategy

Battle of the Business Models

April 14, 2023by D/D Advisors Leave a comment

Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.

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Analyst Decoder Ring, Silicon, Strategy

A dozen companies make CPUs, how many make ultra-precision sensors?

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

Moore’s Law has been the low interest rate boost to semis for a long time, but those rates are rising now, and that may reshape many assumptions we take for granted in the market.

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Components, Electric Vehicles, Silicon, Strategy

How to Save Android

March 24, 2023by D/D Advisors 2 Comments

Android is a hot mess. Google should make it truly open source. This would relieve them of a major anti-trust vulnerability and infuse a massive amount of energy to the project.

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Android, Google, Qualcomm, Strategy, Wireless

A Tale of Two Salesforces

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

Nvidia just had a developer event which highlighted all the partners they have, a vision of the verticalized future of semis. In contrast, Qualcomm’s sales structure does not look like that.

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Qualcomm, Strategy

Why M&A is not a good path for Qualcomm

March 17, 2023by D/D Advisors 1 Comment

Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot of good targets left.

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M&A, Qualcomm, Strategy, Wireless

Open RAN – Same as it Ever Was

March 9, 2023by D/D Advisors Leave a comment

Open Ran – This is not your beautiful house. This is not your beautiful car.

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MWC, Networking, Strategy

Nokia and Ericsson: Adrift

March 8, 2023by D/D Advisors Leave a comment

What role is left for Nokia and Ericsson? Are they systems integrators? Specialty equipment vendors? Enterprise mobility solution provider? None are great options.

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Enterprise Electronics, MWC, Strategy

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