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      • A Big Market – China’s Smartphone OEMs

Category Archives: Strategy

Hard or Soft?

April 1, 2022by D/D Advisors 3 Comments

The risk profile for venture investing in hardware and software are of course very different, but the market is shifting, making hardware investing much more appealing.

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Silicon, Strategy, The Valley

Deep Tech is the Future

February 11, 2022by D/D Advisors 2 Comments

China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be a US Deep Tech venture investor.

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China, Silicon, Strategy

What Makes a Good CEO?

February 4, 2022by D/D Advisors Leave a comment

Early stage start-up CEOs are honed through hundreds of rejections and constant backseat driving, but when they get real funding they need to shed that skin and learn to accept the advice of others and to learn to cede control to their executives.

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Management, Strategy

W(h)ither Arm?

February 2, 2022by D/D Advisors Leave a comment

It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.

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Analyst Decoder Ring, Components, M&A, Silicon, Strategy, Wireless

Apple Car – Some Math

December 13, 2021by D/D Advisors Leave a comment

We ran the numbers on Apple Car and they look highly achievable at any price. The key to success will be their ability to inspire buyers to upgrade their purchase decision, to stretch a bit. Apple did this in electronics, will the magic transfer to cars?

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Apple, Autonomous Vehicles, Strategy

Apple Car Bonus – What could go wrong

December 3, 2021by D/D Advisors 7 Comments

So far in this series, we have assumed that Apple is going to actually build a car, but there are many things that could go wrong and ultimately these will weigh heavily on a company that prides itself on being able to say no.

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Apple, Autonomous Vehicles, Strategy, Uncertainty

Apple Car – Luxury, Software and Margin

December 1, 2021by D/D Advisors 4 Comments

Apple can use its brand and its software to build a “Luxury” car, and use its supply chain to build that car for less, effectively re-segmenting the industry to maximize profit, not market share.

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Analyst Decoder Ring, Apple, Autonomous Vehicles, Strategy

How can Apple Differentiate an Apple Car?

November 30, 2021by D/D Advisors 1 Comment

We are going to explore how Apple can extract and redistribute value in the Autos. First, we look at what Apple is best at.

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Apple, Autonomous Vehicles, Strategy

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

Content is Eating Infrastructure

October 20, 2021by D/D Advisors 2 Comments

Recent analyst studies show that “Content Providers” are steadily taking control of the global communications infrastructure. This will have profound impacts on many industries, and the changes are still in early days.

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Analyst Decoder Ring, Google, Maps, Net Neutrality, Networking, Strategy, The Cloud, The Edge

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