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Reuters: Margrethe Vestager just lost a big oneapple qualcomm Vestager lost3 years ago
Published June 15, 2022 by Philip Elmer-DeWitt

Reuters: Margrethe Vestager just lost a big one

Judges found irregularities in the antitrust chief's analysis of a deal Qualcomm cut with Apple more than a decade ago.

Read More Reuters: Margrethe Vestager just lost a big one

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Qualcomm: Apple to roll 80% of its own modems by 2023apple qualcomm modem 20233 years ago
Published April 30, 2022 by Philip Elmer-DeWitt

Qualcomm: Apple to roll 80% of its own modems by 2023

From Christopher Mims' "Apple’s Not-So-Secret Plan to Take Another Gigantic Bite of the Microchip Market" in the Weekend Wall Street Journal: Apple has shown it can…

Read More Qualcomm: Apple to roll 80% of its own modems by 2023

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Piper Sandler analyst pours cold water on Bloomberg's hot Apple scoopapple RF chips kumar4 years ago
Published December 16, 2021 by Philip Elmer-DeWitt

Piper Sandler analyst pours cold water on Bloomberg's hot Apple scoop

"This seems to be a lot more smoke than anything tangible in our eyes." -- Harsh Kumar

Read More Piper Sandler analyst pours cold water on Bloomberg's hot Apple scoop

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Apple to roll its own modem by 2023 -- reportapple modem 3nm 20234 years ago
Published November 24, 2021 by Philip Elmer-DeWitt

Apple to roll its own modem by 2023 -- report

From Sam Byford's "Apple reportedly switching to its own iPhone modem design in 2023" posted Wednesday on The Verge.

Read More Apple to roll its own modem by 2023 -- report

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Qualcomm: By 2023 we will be where Apple's silicon is todayapple qualcomm m1 competitor4 years ago
Published November 17, 2021 by Philip Elmer-DeWitt

Qualcomm: By 2023 we will be where Apple's silicon is today

From Chaim Gartenberg's "Qualcomm’s next-gen CPU for PCs will take on Apple’s M-series chips in 2023" posted Tuesday on The Verge.

Read More Qualcomm: By 2023 we will be where Apple's silicon is today

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Apple's chip guys vs. Qualcomm's Apple chip guysapple qualcomm nuvia4 years ago
Published March 18, 2021 by Philip Elmer-DeWitt

Apple's chip guys vs. Qualcomm's Apple chip guys

Surprise! Apple's former chief CPU architect is now Qualcomm's senior vice president of engineering.

Read More Apple's chip guys vs. Qualcomm's Apple chip guys

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WSJ: Is the sky falling for Apple's RF components?apple RF suppliers falling5 years ago
Published December 12, 2020 by Philip Elmer-DeWitt

WSJ: Is the sky falling for Apple's RF components?

From Dan Gallagher's "Apple’s Chip Dreams Haunt Its Suppliers" ($) in Saturday's Wall Street Journal.

Read More WSJ: Is the sky falling for Apple's RF components?

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No surprise: Apple is rolling its own cellular modemapple cellular modem5 years ago
Published December 11, 2020 by Philip Elmer-DeWitt

No surprise: Apple is rolling its own cellular modem

The last major hurdle in Apple's drive to own the whole stack.

Read More No surprise: Apple is rolling its own cellular modem

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Qualcomm: Launching fast is 'priority No. 1' with Appleapple qualcomm 5G priority6 years ago
Published December 5, 2019 by Philip Elmer-DeWitt

Qualcomm: Launching fast is 'priority No. 1' with Apple

But the two firms are playing catch-up, and the devil may be in the details of the RF front end.

Read More Qualcomm: Launching fast is 'priority No. 1' with Apple

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Why doesn't Apple own the whole stack?apple stack primary technologies6 years ago
Published April 23, 2019 by Philip Elmer-DeWitt

Why doesn't Apple own the whole stack?

"We believe that we need to own and control the primary technologies behind the products that we make..."

Read More Why doesn't Apple own the whole stack?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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