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