Hero banner

categories

HOT TOPICS

handset

iPhone and the Future of ARM

Posted on Monday, May 7th

Chances are, you have not heard of British chipmaker ARM, and don’t understand their business model. ARM develops semiconductor IP cores that most other chip vendors license and include in their products, to speed up their design cycles. ARM, in turn, collects royalties from these licensing deals. It is by far the largest IP core

Read Full Article »

iPhone and the Future of Intel

Posted on Wednesday, May 2nd

Intel did not win the processor design contract from Apple’s much hyped iPhone. Naturally, this is not news that makes the titan happy. Consequently, they have decided to compete against Apple. “Virtually every computer and handset manufacturer is struggling to figure out how they’re going to compete with Apple’s iPhone,” Otellini said. “If we get

Read Full Article »

iPhone and the Future of Motorola

Posted on Thursday, Apr 26th

We have concluded in previous posts that the iPhone is positioned, long term, against laptops, not phones, and its key strategic advantage is the presence of the full scale Mac OS on it. So what is Motorola’s situation against this backdrop? Like other top handset vendors, Motorola’s cellular handset business is thriving around the world,

Read Full Article »

iPhone and the Future of Nokia

Posted on Tuesday, Apr 24th

We are discussing the impact of iPhone on the rest of the cellular handset and laptop ecosystem. Frank Levinson wrote an important piece when the iPhone was first announced, which you need to read for context. On RIM, we have said, that the target market (Prosumer, SmartPhone with Integrated Messaging) is very different from the

Read Full Article »

iPhone and the Future of RIM

Posted on Monday, Apr 23rd

Frank Levinson wrote an important piece when the iPhone was first announced. As we approach the launch of the iPhone, I would like to review what is going on in the rest of the ecosystem, and how the players are preparing. Let’s start with RIM. The company has recently announced results, and after a strong

Read Full Article »

Nokia in India

Posted on Tuesday, Jan 23rd

Market Share of the handset market: 79% 4 Major Segments: Live – New Users Connect – More evolved users who look for more functionality, features and connectivity. Accordingly, phones in this segment would have GPRS, camera and music capabilities. Achieve – Enterprise users who need to have business functionalities in their phones. Explore – High

Read Full Article »