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Tag Archives: Samsung

Where are the Profits? Foundry Edition

May 2, 2023by D/D Advisors Leave a comment

We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.

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Analyst Decoder Ring, Silicon

Leading is not Everything

September 1, 2022by D/D Advisors Leave a comment

Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.

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Silicon
white and brown ship

Stuck between a rock and that rock

August 26, 2022by D/D Advisors 1 Comment

Everyone tends to forget that Samsung is a provider of leading edge semis manufacturing. It is important to remember them because there is a non-zero chance that they may not remain an alternative.

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Silicon, Strategy, Uncertainty

Roll Your Own Adventure

August 25, 2021by D/D Advisors 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 5 Comments

Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

Lies, Damned Lies, and Benchmarks

February 2, 2021by D/D Advisors 1 Comment

Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the market.

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Analyst Decoder Ring, Apple, Components, Qualcomm, Silicon

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

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

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Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

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

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