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Category Archives: Wireless

A Quick Look at Qualcomm Investors’ Day

November 19, 2021by D/D Advisors Leave a comment

Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.

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Analyst Decoder Ring, Android, AR & VR, Autonomous Vehicles, Mobile Web, Qualcomm, Silicon, Wireless

Will Auto Companies Roll Their Own Chips?

November 12, 2021by D/D Advisors Leave a comment

Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.

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Autonomous Vehicles, Components, Qualcomm, Roll Your Own, Silicon, Wireless

We’re from the telco, and we’re here to design software

November 10, 2021by D/D Advisors 3 Comments

Vodafone is doubling down on its internal software team – we think this model will not work for most other telcos.

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Enterprise Electronics, Networking, The Cloud, Wireless

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

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

The Apple Satellite Phone?

September 7, 2021by D/D Advisors 3 Comments

The Apple Satellite Phone? Probably not, the laws of physics…maybe an emergency messaging system or maybe just a new operator relationship.

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Apple, Wireless

What are they thinking?

August 5, 2021by D/D Advisors 5 Comments

What are they thinking? – Google used its burgeoning chip design capabilities to create an apps processor phones. It is likely to have some incredible AI features, but it is unlikely to see much adoption or to change the industry.

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Android, Components, Google, Mobile OS, Silicon, Wireless

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

Fox in the Hen House Re-match

July 2, 2021by D/D Advisors Leave a comment

Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.

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Analyst Decoder Ring, Enterprise Electronics, Networking, Qualcomm, Silicon, The Cloud, Wireless

MWC 2021 Wrap-Up

July 2, 2021by D/D Advisors Leave a comment

MWC 2021 Wrap-Up – Despite MWC’s minimalist approach this year, there was still a fair amount of news this year – largely in the software realm as the Cloud eats Telco and Open RAN starts to come into its own.

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MWC, Qualcomm, Wireless

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