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Category Archives: Wireless

How to Save Android

March 24, 2023by D/D Advisors Leave a comment

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

Can Qualcomm Ever Grow Again?

March 21, 2023by D/D Advisors Leave a comment

Qualcomm does not have an easy path to replacing Apple revenue. Maybe Apple will fail at producing a modem. Or maybe Qualcomm could come up with a compelling RF/modem combo that Apple would find too compelling to ignore. Not easy, but possible.

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Apple, Qualcomm, Wireless

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

A Battle in Wireless Networking Semis

March 10, 2023by D/D Advisors Leave a comment

There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.

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MWC, Networking, Wireless

MWC 2023 – First Impressions

March 3, 2023by D/D Advisors Leave a comment

We just got back from Barcelona. MWC is back, bustling without being overcrowded and very productive. There was no single bit new thing, but lots of progress on lots of fronts.

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MWC, Wireless

Intel Mobile Deja Vu

December 16, 2022by D/D Advisors Leave a comment

The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.

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Analyst Decoder Ring, Components, MWC, Networking, Qualcomm, Roll Your Own, Silicon, Wireless

Arm vs Qualcomm – FUD edition

November 1, 2022by D/D Advisors Leave a comment

Qualcomm claims Arm wants to shift its business model to charge OEMs rather than chip companies. We think is unlikely, but wow will it be hard if they do try to make that shift.

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Analyst Decoder Ring, Qualcomm, RISC V, Wireless
modern radio set placed on wooden crate

Will Apple build its own RF chips?

August 30, 2022by D/D Advisors 3 Comments

Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.

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Apple, Qualcomm, RF, Roll Your Own, Silicon, Wireless

Is Apple Failing at Modems?

June 30, 2022by D/D Advisors 2 Comments

There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.

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Analyst Decoder Ring, Apple, Qualcomm, Silicon, Wireless

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

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  • How to Save Android
  • A Tale of Two Salesforces
  • Can Qualcomm Ever Grow Again?
  • The Dullest Parts Matter the Most
  • Why M&A is not a good path for Qualcomm

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