Industry Insights

Article · October 19, 2021

Apple Takes Mac Silicon to the Max

“The transition to Apple silicon is all about bringing its incredible performance, custom technology, and relentless focus on power efficiency to the Mac.” These were the succinct words spoken by Johny Srouji, Apple’s senior vice president of Hardware Technologies. Srouji kicked off the segment of A

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Article · October 13, 2021

The Seemingly Never Ending Chip Shortage

The component shortage keeps making headlines as technology companies from every sector of the market are struggling to get the necessary components to meet their manufacturing needs and satisfy their customer demand. This makes for interesting thinking when you factor in the record-setting pace of

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Article · October 8, 2021

Surface Laptop Studio: The First Convertible Worth Having

I am not one for sensationalistic titles when talking about a product, but I must admit talking about the new Surface Laptop Studio like the first convertible worth having is the best way to summarize how I feel about this product. At what has now become an annual Fall appointment, the Microsoft Sur

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Article · September 21, 2021

iPhone 13 and Apple Silicon

For years now, Apple’s tight integration of its products and Apple Silicon have evolved in lockstep. From my point of view as an analyst, and one that has been doing semiconductor industry analysis for over 20 years, Apple’s silicon strategy has been fascinating to analyze. From a big picture viewpo

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Article · September 15, 2021

Putting Apple’s California Streaming Into Context

As is always the case with high-profile launches, we got to Apple’s California Streaming event with plenty of rumors to consider. Of course, most of what was expected did materialize on stage, but many of the details certainly helped paint a much better picture of Apple’s view of the market and how

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Article · August 19, 2021

The Metaverse and Reality

I’m fond of saying that all science fiction is a self-fulfilling prophecy. Whatever we see in science fiction inspires human ingenuity to pursue it. In a way, this is happening with the Metaverse because when you hear “visionaries and futurists” talk about it, it ends up sounding a lot like the Matr

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Article · August 12, 2021

Samsung Galaxy Unpacked Delivers Confidence on Galaxy Z Fold Line

For Samsung, summer has traditionally been synonymous with the Galaxy Note, but in 2019 the top-of-the-line model had to share the limelight with the Galaxy Z Fold line. Then, in 2020 the Note even had to share the stage with the Fold family. If you follow the smartphone market, you can understand w

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Article · July 28, 2021

Intel Returning to Form

On Monday, Intel held an event to outline the next 5 years of their process technology roadmap. In addition, there were a number of technical announcements where they highlighted some of the benefits of their transistor design and packaging technology that will come to their latest chips over the ne

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Article · July 22, 2021

Alexa’s Evolution Into An Ambient Assistant

At Alexa Live 2021, Amazon’s annual developer conference focused on skills and services built for Alexa-enabled devices, the company shared a long list of improvements both from a features and developer tools perspective. Seven years in the making, Alexa now counts hundreds of millions of devices in

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Article · July 21, 2021

The PC Category Resurgence

Few technology categories have taken more abuse and had opinions formed than the PC category. While the PC is not the primary computing device of billions of people, that crown belongs to the smartphone, it is still the second most adopted category of computing on the planet. The current PC installe

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Article · June 24, 2021

Windows 11: Microsoft’s Most Holistic Approach To An Operating System

We all saw the leaks last week, and while I was left with more questions than answers, it was evident that Microsoft focused on a much more modern, fresher, simpler user interface. What was unclear till today was why Microsoft thought that the update it delivered was worthy of a step-change in numbe

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