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Search Results for: 5g

The Heat Death of 5G

September 26, 2019by D/D Advisors 28 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

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Components, Qualcomm, Silicon, Wireless

Qualcomm lives to fight another day

September 12, 2023by D/D Advisors 3 Comments

Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.

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Apple, Qualcomm, Silicon, 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

The Private Parts Networking

March 15, 2021by D/D Advisors 3 Comments

The Private Parts Networking – we like the technology behind private networks, it’s the business model that leaves us with a lot of questions.

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Enterprise Electronics, IoT, Networking, 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

We are thinking about AR/VR wrong

May 24, 2022by D/D Advisors 2 Comments

AR and VR share some technical concepts and will likely have similar components, but beyond that are completely unrelated – the way people use them and thus the software needed to power them will be very different.

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Apple, Strategy

AMD Q2 – Building Momentum?

August 2, 2023by D/D Advisors Leave a comment

AMD reported a quarter with a lot of moving parts. Soft PC demand, a tight supply chain, uninspiring gross margins were offset by what sounds like good traction for new data center and AI products.

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Silicon, Stocks, The Cloud, The Street

Custom Silicon and Start-ups

July 12, 2022by D/D Advisors Leave a comment

The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.

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Autonomous Vehicles, Enterprise Electronics, Roll Your Own, Silicon, The Edge

Telcos are Taking Themselves Apart

October 26, 2021by D/D Advisors 2 Comments

Telcos are Taking Themselves Apart – Just as the international bandwidth market has moved into the hands of Internet companies, so too are domestic, onshore wireless networks.

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Enterprise Electronics, Mobile Web, Net Neutrality, Networking, The Cloud

Doom and Gloom

July 13, 2022by D/D Advisors Leave a comment

The markets are terrible. Moore’s Law is slowing. 6G is distant. But we are actually optimistic. Solutions exist for building compelling, complex systems. All that is missing is imagination and a bit of capital.

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Silicon, Strategy, Uncertainty

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  • Innovation Day: Intel Update
  • Our View on Nvidia
  • It’s the Software…
  • Qualcomm lives to fight another day
  • Arm IPO – the $52 Billion Question

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