We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
A comparison in revenue growth for the global telecom equipment makers and the cloud service providers. Sometimes unfair apples-to-oranges comparisons are the most telling.
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.
Open Ran – This is not your beautiful house. This is not your beautiful car.
The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?
MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.
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.
MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.
Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena soon.