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Components

Samsung – Bones of phones.

Reply to this post           There’s nothing wrong with being a component company.  The latest flagship devices continue to show very clearly where Samsung’s future lies...

Samsung Q2 15A – Mixed bag.

Reply to this post           Product mix saves the day. Samsung reported another difficult set of results and the prospect of price cuts on the Galaxy...

Samsung Q2 15A – Over the hump

Reply to this post           This will be the last quarter of hard comparisons. Samsung guided to weaker than expected Q2 15A results as the Galaxy...

Samsung – Back to basics.

Reply to this post           Launch of IoT modules returns Samsung to its roots Samsung has launched a range of modules aimed at Internet of Things...

Samsung Q1 15A – Pointless gimmicks pay

Reply to this post           The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...

Samsung, QCOM & TSMC – Win Win Lose

Reply to this post           Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...

ARM and Wearables – Cheap is cheerful.

          Small, lean and cheap is the way forward for wearables. ARM has announced a new platform for wearables called mBed that is designed to run...

ST Ericsson – No Life in the Old Cat

          ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void by announcing the closure of...

Project Ara – The Holy Grail

          A great quest likely to be sunk by the 2 E’s. A modular mobile phone has been a dream of the mobile phone industry for...

Qualcomm vs. Ericsson – No sweat.

          Ericsson represents very little threat to Qualcomm or MediaTek. Ericsson’s handset radio chipset business is emerging from the ashes of two failed joint ventures to...