Patrick Moorhead

Patrick Moorhead was ranked the #1 technology analyst in the U.S., Europe, and the U.K. by Apollo Research in January ’14 and is one of the most cited technology analysts in the world.

RESEARCH PAPER: Moor Insights & Strategy Coverage Of CES 2022

At CES 2022, Moor Insights & Strategy analysts covered the most innovative technology trends in gaming, XR, IoT, mobile, personal computers, displays, processors, and automotive technology.  The Consumer Technology Association accommodated those analysts who attended live. You can download the paper by clicking on the logo below: Table Of Contents The Most Exciting Gaming Products …

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RESEARCH PAPER: Moor Insights & Strategy coverage of Mobile World Congress 2022

Mobile World Congress (MWC) was held in Barcelona, Spain, and was attended by top analysts at Moor Insights & Strategy, including Anshel Sag, Will Townsend, and Patrick Moorhead. Moor Insights & Strategy analysts covered the top tech areas, including mobile device and chipset announcements, networking, 5G, edge, carrier services, and IoT. You can download the …

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Moor Insights & Strategy Weekly Update Ending April 1, 2022

I hope you all had a great week!   Last week, Matt participated in the Oracle HeatWave Panel and attended Datacenter World (with Will).  Will attended Aruba Atmosphere. This week, I will be in Seattle and Phoenix for advisory meetings.  Matt will be attending the HPE Houston Open House. Our MI&S team published 11 deliverables:  4 (Forbes or eWEEK) insight columns  3 MI&S blogs 4 podcasts    0 research papers The press …

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Momentum For Amazon’s Climate Pledge Continues To Snowball

In this era, it’s very hip for businesses to have environmental sustainability programs in place. Most, if not all, include the goal of reducing carbon and other greenhouse gas (GHG) emissions to help curb the worst potential effects of climate change. Already, we see bigger, stronger and more devastating weather events that are hard not …

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T-Mobile Introduces First 5G Automotive Service With BMW, Called ‘Magenta Drive’

T-Mobile and BMW announced this week that T-Mobile’s 5G network will be the first to offer unlimited voice calling and unlimited 5G data to the 2022 BMW iX xDrive50 and future BMW vehicles. It is the first realized step towards a broader push by the auto industry towards a Vehicle as a Service (VaaS) model.  …

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Qualcomm Ventures Had A Banner 2021

There are many different ways technology companies can innovate: they can do it organically, partner, invest or acquire. Qualcomm does all the above and is one of the last remaining companies on the planet that invests in technology research. I am taking an increasingly deeper look at how technology companies are doing this.  Qualcomm is …

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Moor Insights & Strategy Weekly Update ending March 25, 2022

I hope you all had a wonderful week!   Last week, several of us attended several events; NVIDIA GTC (Anshel, Matt, Steve, myself, Paul, and Will), HPE GreenLake Day (myself, Matt, Steve, and Will). I also attended Dell Match Play. Matt presented at Nutanix Database Summit. Next week, Matt will be participating in the Oracle HeatWave Panel and attending Datacenter World (with Will). Will will be …

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Oracle Forms Formula 1 Team In Partnership With Red Bull Racing

Max Verstappen and the Red Bull Racing team ended last season on the ultimate high with an F1 title win in Abu Dhabi. Before that race, Oracle had provided Red Bull Racing with billions of race simulations that gave the team insight on the track. Christian Horner, CEO of the new Oracle Red Bull Racing …

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Intel Foundry Services Going Big On RISC-V ‘Brawny Cores’ With Ventana Micro Systems Compute Tiles

Intel has made a considerable amount of strategic announcements in the past month, whether it be its Tower Semi acquisition, its $20B Ohio investment or numerous disclosures at its recent investor day. I wanted to make sure another announcement it made didn’t slip through the cracks with Ventana Micro Systems. Ventana Micro Systems Inc announced …

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Moor Insights & Strategy Weekly Update Ending March 18, 2022

I hope you all had a wonderful week!   Last week, Paul attended American Physical Society, Will attended the HPE CTG Event, and Matt virtually presented at the Nutanix Database Summit. I visited HPE’s HQ in Houston, TX.  This week, several of us from the MIS team will be virtually attending NVIDIA GTC. Those attending will be Anshel, Steve, Matt, Paul, Will, and I.  I …

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No Programming Experience? Zoho Wants That To Be No Problem With Its Creator Platform

Two years ago, I published an article introducing Zoho as “the most successful SaaS company you may have never heard of.” Headquartered in my hometown of Austin, Texas, Zoho offers a suite of over fifty web-based business applications such as word processing, spreadsheets, databases, web conferencing, project management, and much more.  In this analysis, I …

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Renesas Showcases Company Culture, Financial Growth At Analyst Day 2022

Last week I did a deep dive on Tokyo-based Renesas Electronics Corporation, the world’s largest supplier of microcontrollers, or MCUs. While a well-established company with a decades-long record of market success (particularly in automotive), Renesas is not necessarily a household name. However, the company’s recent push into the Industrial Internet of Things (IIoT) and Infrastructure space has been …

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Qualcomm Showing It Is Very Much Still In The 5G Leadership Position

Qualcomm is a company that I follow very closely across multiple market segments, including 5G, smartphones, laptops, and automotive. Last week I attended Mobile World Congress (MWC) 2022 in Barcelona, Spain, where Qualcomm’s CEO, Cristiano Amon, announced new products, demonstrating to me that Qualcomm is still very much the leader in smartphone wireless connectivity.  It …

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The Galaxy Tab S8 Ultra Is Not For Everyone And That’s OK

Alongside Samsung’s newest flagship Galaxy S22 devices, Samsung announced three new Galaxy Tab S8 tablets at it’s recent Unpacked Event. Samsung is one of the few major OEMs that continues to make Android tablets and one of a handful of premium makers. Currently, Apple’s iPad lineup takes up most of the premium tablet market, followed …

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Moor Insights & Strategy Two-Week update Ending March 11, 2022

I hope you all had a wonderful couple of weeks!  Last week, Will, Anshel and I attended Mobile World Congress. I attended a few SXSW meetings. Melody attended VentureBeat Data Summit.   Paul will be attending American Physical Society, Will will be attending the HPE CTG Event, and Matt will be attending Nutanix Database Summit. I will be visiting HPE’s HQ in Houston, TX. Our MI&S team published 24 deliverables:  …

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Image Signal Processor Like Arm’s Is Critical To ADAS Success

As the automotive industry is climbing up the ladder of intelligent driving, from advanced driver assist systems (ADAS) to autonomous driving (AD), the solutions that are making these innovative feats possible are improving. I follow the disruptive technology that goes into the next generation of vehicles very closely. Qualcomm announced its new ADAS offering in its …

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The Ways The Surface Laptop Studio Is Better Than The MacBook Pro For Creators

This year has been a transitional year for Apple’s MacBook Pro lineup of devices. It has made many impressive changes to the MacBook Pro, with some of those changes being a step back to familiarity and others a massive leap in performance. I have been doing a great deal of testing with the MacBook Pro …

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Renesas Rising Beyond Automotive Into IoT And Infrastructure

In the world of tech, success takes many forms. Some “it” companies blow up overnight. A lucky few of them manage to parlay the hype into long-term success, eventually finding their sea legs. I’ve got a particular appreciation for the slower-burn companies, the unsung heroes who toil behind the scenes, amassing impressive portfolios of IP …

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It’s Day One For The Combined AMD And Xilinx And CEO Lisa Su Is Energized

This morning, AMD announced its completion of its Xilinx acquisition, the largest semiconductor deal ever and the second largest tech acquisition ever at its $49B value.  I had the chance to catch up with AMD CEO Lisa Su this weekend to talk about Day One of the combined AMD and Xilinx. It was a good …

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Intel Becomes An End To End Foundry With Tower Semi Acquisition: Will It Spin IFS And More?

Intel announced this morning that it was acquiring Tower Semiconductor for $5.4B. To say Intel has been busy the past year with huge IDM 2.0 strategy moves would be an understatement. A mere eight days ago on February 7th, the company launched a $1B foundry innovation fund and an accelerator program with EDA, design, and IP companies, …

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