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….
Dear Hardware CEO,
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.
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.
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.
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.
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.
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.
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.
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.
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.