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Tag Archives: Apple

Where will Apple take Silicon next?

December 10, 2020by D/D Advisors 1 Comment

Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.

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Analyst Decoder Ring, Components, Silicon, Strategy

Arm for sale?

July 16, 2020by D/D Advisors 2 Comments

Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Strategy

Apple Silicon – The Rest of Us

June 24, 2020by D/D Advisors 13 Comments

Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.

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Apple, Qualcomm, Silicon, Strategy

Apple Silicon – First Impressions

June 23, 2020by D/D Advisors 5 Comments

Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.

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Apple, Components, Marketing, Silicon

Mac on ARM – a few thoughts from the trenches

June 16, 2020by D/D Advisors 2 Comments

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]

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Appconomy, Apple, China, Enterprise Electronics, Silicon

Noises coming up from the basement of RF

December 19, 2019by D/D Advisors 1 Comment

The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]

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Analyst Decoder Ring, Components, M&A, Qualcomm, Silicon, Stocks, Strategy, The Street

This is why we can’t have nice things

April 2, 2019by D/D Advisors 9 Comments

Recently, a friend of ours at the Haas School of Business asked us to review a case study he was preparing to analyze the poor level of profits that handset […]

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Analyst Decoder Ring, Android, Appconomy, China, Components, Google, iOS, Mobile Ads

Revisiting the Digital Multiverse

February 5, 2019by D/D Advisors 2 Comments

We want to revisit a post we wrote a few years back that proposed a better framework for discussing Augmented Reality (AR), Virtual Reality (VR), Mixed Reality (MR) and all […]

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AR & VR, Multiverse

The Consumerization of the Automobile Supply Chain

November 3, 2015by D/D Advisors 6 Comments

Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other […]

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China, Components, Silicon

The RF Semiconductor Market – And Why It Matters

February 26, 2015by D/D Advisors 6 Comments

The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]

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Components, M&A, MWC, Silicon, Stocks

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