In a report this week, Bloomberg has revealed plans for Apple to engineer processors for its notebook and PC designs, mirroring in many ways its development and integration with silicon chip design for its mobile products including iPhone and iPad. According to the report, Apple would begin the rollout of these new processors in Macs in 2020.
Read MoreWith the reveal of its next flagship phone at Mobile World Congress in Barcelona this week, Samsung continues to be a driving force in the smart phone market with innovation and features unmatched in the Android space and as the primary competitor to Apple in the high-end of the market. The new Galaxy S9 and S9+ offer improvements to the camera system, a faster processor developed by Qualcomm, and a new set of color options.
Read MoreWith significant pressure to show the value and growth opportunities for the company with a looming hostile takeover bid from Broadcom, mobile chip design house Qualcomm is hoping that its position in the market of next-generation cellular radio technology will be a foundation of its future. The company revealed today partnerships with 18 global OEMs that will be launching 5G-ready devices in 2019 and 18 worldwide cellular carriers will be completing tests of Qualcomm 5G radios in 2018.
Read MoreLost in the shuffle of earnings releases last week was an announcement between Samsung and Qualcomm that the San Diego chip vendor hopes could have significant impact on its current battle with Apple and other vendors regarding licensing disputes. In a subtle, but potentially impactful agreement extension between it and Samsung, Qualcomm believes that it will be able to lay to rest the combative legal dispute with the Cupertino iPhone maker and bring along with it a boost in revenue through back-pay and future royalties.
Read MoreFor years consumers have complained and theorized that Apple would purposely degrade the performance of older models of iPhones as newer models were released, pushing and encouraging consumers to accelerate their upgrade cycle for devices. Concerns were mostly based on a phone “feeling slower” and there was little evidence that Apple was or would be willing to decrease the performance of older devices intentionally. Knowledgeable media and analysts typically chocked it up to new versions of iOS (the operating system software for iPhones) targeting newer hardware and processors with less time for optimization by Apple engineers for older model phones.
Read MoreIntel this week made announcements surrounding its efforts and products in the mobile connectivity device segment. The Intel XMM 8000-series of 5G capable modems will bring the next-generation of wireless connectivity to PCs, smartphones, and infrastructure devices with a target consumer product launch in mid-2019. Intel also updated plans for a new 4G LTE modem that will offer speeds as high as 1.6 Gigabits-per-second, a substantial upgrade from current connectivity options on smartphones (peaking at 1.0 Gigabits-per-second), again with a 2019 target release.
Read MoreThe long standing legal battle between Apple and processor and connectivity provider Qualcomm has taken another surprising turn this week. Qualcomm has filed a complaint against Apple in San Diego court alleging that Apple has breached its contract by not allowing for a security audit stemming from apparent lack of intellectual property protection by the Cupertino giant.
Read MoreApple announced the new iPhone 8 and iPhone X yesterday and the majority of the discussion will center around the high prices of the flagship models, the design and integration of the edge to edge screen, and remaining concerns about availability of the $999 version. But this generation of iPhone also brings with it a significant shift in the silicon design that powers Apple’s smartphones. With both the iPhone 8 and the iPhone X, the company is using in-house designed processors nearly exclusively.
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