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Tag Archives: iPhone

Apple is Building its Own Modem (Redux)

December 12, 2020by D/D Advisors 2 Comments

Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon, Wireless

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

Apple’s Missing Profits – The Usual Suspects

November 20, 2020by D/D Advisors 7 Comments

Apple’s Missing Profits – The Usual Suspects – Apple seems to have greatly widened its move to low price devices, with the addition of more expensive components (and casings) contributing as well.

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Analyst Decoder Ring, Apple, China, Components

5G is Here!* Right?

October 23, 2020by D/D Advisors 1 Comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

Intel has 1,000 people working on a chip for iPhone? Of course they do

October 19, 2015by D/D Advisors 11 Comments

Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]

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Apple, Business Model, Components, iOS, Qualcomm, Silicon

Why Did Apple Launch the Upgrade Program? Apple Care is a big part of the answer

September 15, 2015by D/D Advisors 2 Comments

Executive Summary: This post went a little out of hand on me, so I want to sum it up here. Why did Apple launch its upgrade plan? My best guess […]

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Apple, iOS, Strategy

iPhone Purchase Plan Decision Maker – Now With All the Carriers

September 14, 2015by D/D Advisors 1 Comment

Over the weekend I took a look at how much the various iPhone purchase plans compare. That was mostly an exercise is trying to decide what I should do next […]

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Apple, Business Model, Marketing

How to Buy an iPhone – Some math behind purchase plans

September 12, 2015by D/D Advisors 7 Comments

Signing up for a mobile carrier smartphone plan has reached the most advanced stage of capitalism – like hot dog buns and hot dogs. In the US, when you buy […]

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Apple, Business Model, Marketing

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