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Tag Archives: Mediatek

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.

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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.

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MWC, Wireless

Could? Should? Would? – Mobile OS

March 23, 2021by D/D Advisors Leave a comment

Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.

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China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

Many options – none good. Why Apple may not have 5G before 2021

March 22, 2019by D/D Advisors 4 Comments

In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]

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Apple, Qualcomm, Silicon, Stocks

The State of the 5G Baseband

January 23, 2019by D/D Advisors 4 Comments

Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.

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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

China’s Rising Giants in Enterprise Hardware

January 26, 2016by D/D Advisors Leave a comment

This is an excerpt from D2D Newsletter Issue #18 – For a copy of the complete report, please e-mail me or DM me on Twitter. Perhaps the biggest change to […]

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China, Enterprise Electronics, Networking

Fast Fashion in Chips? Mediatek beats Qualcomm

June 30, 2015by D/D Advisors Leave a comment

The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]

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Apple, Business Model, China, Components, Silicon

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