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Tag Archives: baseband

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

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

Qualcomm in China – Some Signs of Progress

January 20, 2015by D/D Advisors 4 Comments

I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.

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Apple, Business Model, China, Components, Mobile Web, Silicon, Stocks, Strategy, The Street

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