Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Tag Archives: Huawei

2nd and 3rd Order Consequences

September 8, 2022by D/D Advisors 2 Comments

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?

Read Article →
China, Components, Silicon, Strategy

Vicarious MWC – The Fight Over Open RAN

March 3, 2022by D/D Advisors Leave a comment

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.

Read Article →
Analyst Decoder Ring, Enterprise Electronics, Google, MWC, Networking, Qualcomm, The Cloud, Wireless

2021 State of the Mobile Baseband

August 4, 2021by D/D Advisors 9 Comments

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.

Read Article →
Android, Apple, China, Components, Google, iOS, Mobile OS, Qualcomm, Roll Your Own, Silicon, Strategy, Wireless

MWC 2021: No News is Just No News

June 30, 2021by D/D Advisors Leave a comment

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.

Read Article →
MWC, Wireless

Mobile IP: Don’t hate the player, hate the game

April 13, 2021by D/D Advisors Leave a comment

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.

Read Article →
China, Wireless

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 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.

Read Article →
Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

What we need is another standard

February 26, 2021by D/D Advisors Leave a comment

What we need is another standard – O-RAN is very interesting but is burdened by all the complexities of the telecom ecosystem, with the added baggage of US politics.

Read Article →
Networking, The Edge, Wireless

RF Semis Update

February 12, 2021by D/D Advisors Leave a comment

RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.

Read Article →
Analyst Decoder Ring, Components, Qualcomm, Silicon, Wireless

A Rose Phone by any other name

January 27, 2021by D/D Advisors 1 Comment

A Rose Phone by any other name – Huawei spin-out Honor offers some clues on the future of the handset industry.

Read Article →
Analyst Decoder Ring, Android, China, Silicon

More Fun with Wireless Standards

December 16, 2020by D/D Advisors 1 Comment

More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.

Read Article →
Components, Networking, Qualcomm, Tin Foil Hat, Uncertainty, Wireless

Post navigation

1 2 … 4 Next →

Buy our book!

A Practical Guide to IPOs

Processing…
Success! You're on the list.
Whoops! There was an error and we couldn't process your subscription. Please reload the page and try again.

Processing…
Success! You're on the list.
Whoops! There was an error and we couldn't process your subscription. Please reload the page and try again.
  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

Category Cloud

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Roll Your Own Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com

Powered by WordPress.com.
 

Loading Comments...