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Qualcomm continues to accelerate their RFFE business by filling more gaps in their product line and building out more capabilities for 5G. With ultraSAW, ultraBAW, and other innovations in filters, modules, envelope trackers, and switches, Qualcomm will likely grow RFFE to $8B in 2025.
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Apple’s leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the future doesn’t look so bright. Apple currently has the best client CPU cores, but can they hold this lead against stronger competition from Intel, AMD, and Qualcomm?
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No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar Explained
Globalstar Sat’s useful life ends 2025-2028 and their future revenue is mostly from terrestrial spectrum licensing!
The stock shouldn’t be up 90%.
Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.
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MediaTek is targeting the flagship mobile world next year by shipping the highest density node, TSMC 4nm before anyone else. They will utilize the best standard Armv9 cores with X2, A710, and A510. It will also bring 5G GPP Release 16 support. MediaTek may snatch the Android CPU crown away from Qualcomm and Samsung!
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Apple has long been considered the primary TSMC partner as the first mover to new process technologies, but this is changing.
Based on comments from TSMC’s CEO, Qualcomm and/or MediaTek will be releasing a N3 smartphone SOC before Apple!
Qualcomm is changing the game in network infrastructure hardware with their 4nm FSM200 for small cells and the 5G Distributed Unit X100 Accelerator Card. Furthermore, their new features in 5G enable brand new use cases in automotive, factories, and supply chain!
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SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.
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iFixit’s teardown of the iPhone 12 has revealed that there are 3 mmWave antenna modules built by USI. USI is a Shanghai based SiP design and manufacturing company. This would be their first design win in the space. Apple ditching Qualcomm on this component despite using the rest of the Qualcomm X55 5G Modem RF system is quite the shocker. To emphasize the magnitude of this design win, every US phone shipment which included 5G mmWave to date has used antennas from Qualcomm.
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The new cold war between the US and China is heating up again with Huawei being banned from having their
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