Trends & Market Research

Qualcomm and Microsoft announce the latest entrant in the PC wars: the Connected PC

It was a couple of years ago that Qualcomm and Microsoft threatened the status quo with the Always Connected PC, a true PC running Windows 10 on an Arm-based mobile phone processor with enough battery life to run for more than one day, and mobile wireless connectivity to always be connected to the Internet. Today, in Hawaii no less, Qualcomm … Read more

Autodesk increases revenue and brings in new subscribers

Still, investors get nervous on news of restructuring and layoffs Autodesk has reported consistent results with increased revenue year over year and steady transition to subscription. The company has also announced a restructuring plan which will result in a loss of 1,000 people. This is certainly bad news for Marin County, home of many Autodesk employees but not necessarily bad … Read more

Moore’s law is getting expensive

Gorgon Moore’s observation in 1965 about the increasing density of transistors per square millimeter of silicon while maintaining the price and yet increasing the performance is undergoing a tremendous change this year and looking forward. In 2017 the cost of a 300-mm silicon wafer went up 20% from the price this time last year. The silicon wafer suppliers have indicated … Read more

Nvidia’s Q3 FY18 results

$2.64 billion in sales, $838 million profit-up 44% from last quarter Nvidia reported record revenue for the third quarter ended October 29, 2017, of $2.64 billion, up 32 percent from $2.00 billion a year earlier, and up 18 percent from $2.23 billion in the previous quarter, with growth across all its platforms. The company’s GPU business revenue was $2.22 billion, … Read more

Arm Techcon 2017 conference

Tiny almost invisible things that will change your life. The dominant theme at the recent Arm Techcon 2017 conference in Santa Clara was security and the messaging from execs and invited speakers alike stayed on point. This led to slim pickings for pixel junkies at the keynotes and press events, but vision and machine learning are topics that no company … Read more

Koduri to lead Intel to the promised AI land

After posting  a good-bye letter to the people of AMD about his 40-day alleged sabbatical, Raja Koduri popped up as an employee at Intel. You don’t hire someone at that level in one day, Intel doesn’t vet new employees in a week, ask some of the people who work there. Which means the conversations between Koduri and Intel have been … Read more

Making a great lasting impression that sells

Even as linear TV folks struggle to compete with people who were born digital and online, the challenges for CMOs (chief marketing officers) are even worse With product stuff everywhere in this overcommunicated environment, the challenge is to develop content that is memorable, actionable.  There are, however a complete range of video opportunities—long, short and really short form—that can help … Read more

Apple’s milestone launch

Putting itself in the center. The veil of secrecy might be slipping or maybe CEO Tim Cook likes to let it slip for a seductive peek or two, because well before the start of this year’s Fall keynote we all knew we were in for a $1,000 Apple iPhone. That’s the kind of news people like to be braced for. … Read more

Imagine ADAS Denso hopes to put Imagination in automobiles

Denso, another one of those companies where the caps lock got stuck in the marketing department, has been stuffing electronics into automobiles, trucks, and other wheeled machines for over 56 years, and they’ve come to know a thing or two about how to do that.  Recently the company formed a partnership with Imagination Technologies around the development of processing technologies … Read more

The (tech) world is getting good

We need a new category—SciFi no longer applicable When I was a kid, I read the comics (OK, I still do). We read them because we didn’t have TV, hadn’t even heard of it. Our phones were plugged into the wall and had a big round dial with holes in it. Try to imagine that as the norm, and then … Read more