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Tag Archives: Murata

What Are They Building in There?

December 20, 2021by D/D Advisors 1 Comment

A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.

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

The Reverse Qualcomm Squeeze

October 22, 2021by D/D Advisors Leave a comment

The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Roll Your Own, Silicon, Stocks, Strategy, Wireless

The RF Semiconductor Market – And Why It Matters

February 26, 2015by D/D Advisors 6 Comments

The RF Semis Market is about to undergo some dramatic shifts. For the past two years I have been neck deep in that market, but am no longer employed there. […]

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Components, M&A, MWC, Silicon, Stocks

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