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Tag Archives: BBK

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Are We Reaching the Limits of Homegrown Silicon?

June 16, 2023by D2D Advisory 1 Comment

Oppo is has largely given up designing its own chips, but they faced a very specific set of challenges which do not apply to many of the others looking to roll their own semis.

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Qualcomm, Roll Your Own, Silicon, Strategy

Roll Your Own Adventure

August 25, 2021by D2D Advisory 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

The Handset Industry is a Flat Circle

April 7, 2021by D2D Advisory 5 Comments

Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

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