iPhone and the Future of Qualcomm

Qualcomm (QCOM) has been reaping the benefits of the worldwide mobile industry boom for a while. Qualcomm engages in the design, development, manufacture, and marketing of digital wireless telecommunications products and services based on its Code Division Multiple Access (CDMA) technology, key competitor to GSM, the other standard. In fact, while most of the world

Read Full Article »

iPhone and the Future of Microsoft

This is a very strange perspective, but I think in the mobile world, the iPhone is actually driving the market towards Microsoft’s Windows Mobile OS, and away from the current OS leader Symbian. Let’s go through the logic step by step.

iPhone and the Future of ARM

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 Marvell

“Apple plans to sell its iPhone through an exclusive marketing agreement with AT&T’s Cingular Wireless unit. While Cingular’s data network is woefully slow, the Wi-Fi feature will give the mobile phone high speed data capability when users can find Wi-Fi hotspots. To date, cell phone service providers have been reluctant to introduce mobile phones with

Read Full Article »

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

Read Full Article »

iPhone and the Future of Intel

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 Broadcom

In January, EE Times wrote: :: We’re not drinking the Apple Kool-Aid, but Jobs and team do seem to get it: It’s not the technology, stupid; it’s the experience. We love engineers, but you shouldn’t need one to make your digital home work. Whatever the quibbles over iPhone’s price and novel touchscreen interface, Apple seems

Read Full Article »

iPhone and the Future of Nvidia

I have spent many years in the semiconductor eco-system, and one of the first thoughts I had when the iPod bonanza started, was, “Someone must be making a killing off this on the chip side!” Today, ofcourse, it is a well-known fact that a whole company got built because the iPod took off the way

Read Full Article »