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Category Archives: 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

China’s Patent March

October 5, 2021by D/D Advisors Leave a comment

China’s Patent March: In which the word “Encourage” does a lot of work – China is seeking to move its economy up the value chain, and this has meant a shifting series of conflicts over IP in many industries.

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China, Qualcomm, Strategy, Wireless

Where is Qualcomm Driving?

August 11, 2021by D/D Advisors Leave a comment

Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many years away.

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Analyst Decoder Ring, Autonomous Vehicles, IoT, M&A, Qualcomm, Strategy

2021 State of the Mobile Baseband

August 4, 2021by D/D Advisors 9 Comments

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.

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Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless

Intel 2.0 Follow-up

July 29, 2021by D/D Advisors Leave a comment

Intel 2.0 Follow-up – Intel has 3 key strategic goals, and this week they provided updates on all three. They are making steps in the right direction, but so much of what they promise is still many years away.

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Analyst Decoder Ring, Silicon, Strategy

The 5-Year Plan for Semis

May 7, 2021by D/D Advisors Leave a comment

The 5-Year Plan for Semis – the whole debate about industrial policy for the US semis industry is muddled. One clue – whenever people start talking about Shenzhen it means they are focused on some other problem.

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China, Components, Silicon, Strategy

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