Research Archive
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 certain technology categories, like PCs and some smartphone brands, for…
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 viewpoint, Apple is not a semiconductor…
AirPods and AirPods Pro: Delighting Customers by Exceeding Expectations
In a first for the Delight Scale, we are publishing the scores for two products by the same brand in the same family. Our product research on AirPods and AirPods Pro yielded some consistent insights across Apple hardware products. One of the staple benchmarks of the Delight Scale is the ability to measure product performance…
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 Matrix. Without the humans…
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 next four years. Rather than get…
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 installed base is north of…