Apple’s Space Ambitions are Real

Last summer, a couple weeks before the iPhone 13 announcement, Chinese market analyst Ming-Chi Kuo wrote that the iPhone 13 would include satellite communication capability.

Huh?

This was a bolt from the blue. No other Apple analysts were writing about satellites at that time.  And while Ming has a very good track record based on finding out from Apple’s supply chain about likely details in upcoming products, there was nothing about this satellite tip that even made sense, since it didn’t seem to involve hardware at all.

Generally speaking, a Ming tip is a hardware tip, but this one was not.

Ming’s prediction was widely and quizzically […]

By |June 3rd, 2022|2022, Companies, Internet, mobile technology, networking, space, Uncategorized|217 Comments
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Apple knows 5G is about infrastructure, NOT mobile phones

With Apple shares down more than 20 percent from their all-time highs of only a few weeks ago, writers are piling-on about what’s wrong in Cupertino. But sometimes writers looking for a story don’t fully understand what they are talking about. And that seems to me to be the case with complaints that Apple is too far behind in adopting 5G networking technology in future iPhones. For all the legitimate stories about how Apple should have done this or that, 5G doesn’t belong on the list. And that’s because 5G isn’t really about mobile phones at all.

Just to get this out of the way, I see Apple […]

By |November 21st, 2018|2018, competition, mobile technology, strategy, Technology, Television|148 Comments
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Why SoftBank is paying $32 billion for ARM Holdings

Mr. SonSoftBank is buying ARM Holdings for $32 billion. Why would a company not presently in the semiconductor business spend 32 times sales to enter a new industry? By traditional measures it makes little sense. But for SoftBank it makes perfect sense, because here’s a company that has spent more than 30 years making high-risk bets on entering new businesses by apparently over-paying for assets. It’s the way they’ve always done it and it has nearly always worked. In this case SoftBank is paying a 43 percent premium over the recent ARM share price because that’s how much money it took to overcome the resistance of ARM management. And it’s just a guess […]

By |July 18th, 2016|2016, Industry, mobile technology, strategy|40 Comments
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Why Intel wants to be everyone’s chip maker

intelbrainThis is the first in a series of columns on the strategic direction of several major technology companies that have faltered of late. We’ll start here with Intel, follow in a couple days with Cisco followed by Microsoft, then see where it goes from there.

At Intel’s annual shareholders’ meeting last week the company talked about moving strongly into mobile chips and selling its stillborn OnCue over-the-top video streaming service, but the most important story had to do with expanding Intel’s manufacturing capacity. This latter news is especially important because if you look at the square footage of 14 nanometer fab facilities Intel says it will be bringing online in the next two to […]

By |November 25th, 2013|2013, Companies, Technology|46 Comments
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X-Prize Foundation defends their poorly-conceived Qualcomm Tricorder contest

X_PRIZE_Foundation_logo_HiRes_jpgThis message from the X-Prize Foundation is in response to the letter I published yesterday. They seem to feel the contest is fine as-is and my objections are without merit.
Dear Bob,
 
I am the Senior Director in charge of this competition and I appreciate receiving your letter of interest dated January 11.  First, let me offer you my highest level of encouragement for your creation of a SIDS monitoring device. As you know, medical technology is one of the most difficult areas to make significant progress in. To make something really work and pass through all the regulatory hurdles in […]

By |January 23rd, 2013|2013, Family, Gadgets, Health, Product Development, Science, Technology|48 Comments
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