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Tag Archives: iPhone

Apple is Building its Own Modem (Redux)

December 12, 2020by D2D Advisory 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 D2D Advisory 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 D2D Advisory 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 D2D Advisory 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 D2D Advisory 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 D2D Advisory 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 D2D Advisory 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 D2D Advisory 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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