iPhone’s Component Ecosystem: Synthesis

Over the last few weeks, we have reviewed the iPhone’s Component Vendors. Here is a recap of the articles: iPhone’s Inside Beneficiaries provides an overview of the various players. We covered Samsung, one of the top component providers, who also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future.

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iPhone’s Inside Beneficiaries

The first few attempts at understanding the guts of the iPhone have started emerging. Here are 2 pieces that take a crack at the topic from EETimes and TechOnline. Key points on the iPhone’s components are below:

2 Billion Convergence Devices by 2015

A recent Forrester report puts a number on the projections for the laptop replacement convergence device trend we have been discussing in our iPhone and the Future series. 2 Billion. While it took 27 years to reach one billion PCs, Forrester says it will take only five years to reach the next billion, due to

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iPhone and the Future of Infineon

One of my readers, points out that I have not discussed Infineon in my iPhone and the Future series. True. I somehow missed, even though it very much featured on the list of component vendors. In fact, looks like some analysts are predicting, that Infineon’s iPhone design win will result in over $100 Million in

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iPhone Competitors: Nokia’s Convergence Device Strategy

WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,

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iPhone and What’s Coming: Synthesis

Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors

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iPhone and the Future of Texas Instruments

We discussed earlier, that Intel has decided to work on a chip that would power iPhone’s competitors. Other companies will also try to go after this important hyper-integrated chip that combines processing power, lowers power consumption to the limits, and handles high-end functions like video, GPS, etc. In the entire semiconductor landscape, the company that

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iPhone and the Future of Samsung

Samsung views the iPhone as a mixed blessing. In many ways, they are the company that is best prepared to cope with the challenge of actually coming up with a competing product, and they seem to be working on one: the F700. There is also speculation that they are doing the main processor chip for

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