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Category Archives: Wireless

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

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Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors Leave a comment

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

Apple Si – The Surprise Twist – It’s not About Money

November 30, 2020by D/D Advisors 2 Comments

Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.

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Apple, Components, Qualcomm, Silicon, Wireless
Huawei Booth

How Huawei Will Survive

November 3, 2020by D/D Advisors 3 Comments

How Huawei Will Survive? – Huawei probably has a path to save its network infrastructure business, if not its handsets.

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China, Components, Networking, Silicon, Wireless

5G is Here!* Right?

October 23, 2020by D/D Advisors Leave a comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

The Buck in Buck Rodgers

October 8, 2020by D/D Advisors Leave a comment

The Buck in Buck Rodgers – Start-ups launching a constellation of satellites need to prove their tech with a single satellite before even thinking about raising all the money they will need. The good news is that first bird can be in space for $1 million.

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Wireless

Consumers – The Final Frontier of Space

October 6, 2020by D/D Advisors 1 Comment

Going to space has gotten a lot cheaper over the past few years. Once solely the domain of the nation sates, it is now possible for almost “anyone” to launch […]

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Strategy, Wireless

Nvida to Acquire Arm – first impressions

September 14, 2020by D/D Advisors 4 Comments

Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.

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China, IoT, M&A, Silicon, Stocks, Strategy, Wireless
Huawei Booth

Who benefits from Huawei’s predicament?

September 1, 2020by D/D Advisors Leave a comment

Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, Wireless

China RF Semis

July 21, 2020by D/D Advisors 1 Comment

China has about a dozen RF chip companies, competing at the low end of the market. Ultimately, they will consolidate, but the question is how many will survive and become global players. This pattern likely applies to all of China’s 1,300 chip companies.

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China, Components, Wireless

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