Semiconductor

INVESTOR CORNER: Intel New Management Sets New Tone

Moor Insights & Strategy “Investor Corner” is content specifically written for the professional investment community.  This analysis was written by Steven Eliscu as part of Investor Corner, L-sq Advisors, October 16, 2013.  See important disclosures and disclaimers below. At the recent Intel Developer Forum (IDF), Intel’s new CEO, Brian Krzanich and President, Renée James set …

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The Real Reasons Microsoft, Sony Chose AMD For The Xbox One And PS4

It has been two weeks since E3, the world’s largest gaming show, and the final pieces of the game console puzzle are starting to come into place.  The public knows what the Xbox One and the PlayStation 4 look like, what theywill run, what they won’t, digital rights management and their price.  Ironically, I have …

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SKAA: Better Than AirPlay and Bluetooth for Premium Wireless Audio?

Wireless audio speakers and headphones are growing as a consumer category.  Best Buy has 192 different “wireless speakers” on their website, Amazon, 400.  The growth in wireless audio was helped by the growth of the premium music headphone phenomenon, started by Beats Audio.  Of these wireless speakers, the clear majority utilize either Bluetooth or AirPlay to connect the device to …

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SKAA: Displacing Apple AirPlay As The New Premium Wireless Music Standard?

Wireless audio is booming as a consumer category.  All one needs to do is walk into a retailer like Best Buy BBY -0.99%and see the multiple rows dedicated to it. Wireless audio benefited from the general growth of the premium music headphone phenomenon, and we have Beats Audio and Dr. Dre to thank for that.  The majority of the wireless audio products …

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RESEARCH PAPER: SKAA Wireless Audio Standard

Two dominant consumer wireless audio standards exist in the installed base today, Bluetooth and Apple’s Airplay.  In spite of their popularity, neither standard was developed to deliver minimal setup, high quality audio across a myriad of different products. SKAA is an alternative wireless audio standard that could challenge both Bluetooth and AirPlay. The two primary …

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Why Is Intel Investing In Big Media?

Since Intel INTC +0.84%’s Erik Huggers got on stage at D’s Dive Into Media announcing details of their media strategy, there has been a lot of conversation on why Intel is doing it and if they will succeed. Some of it has been high valueconversation, some it is a bit uninformed. It’s easy to criticize Intel if you consider Intel’s ViiV, …

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The Nvidia Tegra 4i: A Step Forward in Smartphones

Nvidia today announced the Tegra 4i, a smartpone chip with an integrated LTE modem on the same physical die.  This is a follow-on to the Tegra 4 that was announced at this year’s CES 2013.  Nvidia is making some very bold claims about the Tegra 4i versus Qualcomm’s Snapdragon 800, and while there are no 3rd …

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Intel Set-Top Box Camera Controversy: Much Ado About Nothing

Last Tuesday, Erik Huggers, Intel‘s corporate vice president of Intel Media,  announced at D:Dive Into Media that Intel is building a set top box and pay TV service that includes live TV.  Huggers talked about the service which will most likely include friendlier bundling and also about the living-room device itself, which will operate more like a 21st century …

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AMD SurRoundhouse Concept: Future Cure for the CE Industry Woes?

For a run of at least 30 years, the “classic” consumer electronics industry successfully transitioned from one technology to another.  TVs are a good example.  TVs went from big color tubes to rear projection to flat panels and HD projection to HD panels.  We can’t forget laser disc to Beta to VHS to DVD either.  Consumers …

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Who Won the Smartphone Chip Wars at CES 2013?

The Consumer Electronics Show (CES) is best known for gigantic 4K TVs and Android-powered refrigerators, but this year’s CES brought brand new smartphone chips from Intel, Nvidia, and Qualcomm.  While information is still limited, all three of these players brought their best to the game and I wanted to share with you what I saw and heard at …

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Why Nvidia’s Project Shield is Disruptive to Game Consoles and Portable Game Devices

NVIDIA tonight announced one of the most disruptive products in their history, called Project SHIELD, a portable gaming device that also signifies a vertical integration move.  Put simply, Project SHIELD is an NVIDIA-branded, Android-based portable game device with a 5” 1,280×720 display that can play Android and PC games.  It will be available in “Q2, 2013” at a …

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SingTel refuses to be a Commodity

If you live in the U.S., you probably would rarely consider using your wireless carrier, AT&T, Sprint, or Verizon, for apps, particularly those written by them.  Now think about apps you use for social media, voice commands, and food reviews, finding and planning local events, reading the news or apps to view and manage your photos …

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RESEARCH PAPER: NVIDIA’s 2nd Generation Maximus

All of today’s sophisticated physical products like cars and media content like movies are designed then simulated on high-performance PCs, called workstations. Today, the design and simulation process is dictated by the technology, not the natural or most efficient way to work. Industry professionals in entertainment, media, sciences, and industrial design fields have been hindered …

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How the Apple iTV is Accelerated by Samsung

Back in September, I wrote an analysis on why Apple should build an HDTV.   The premise was that there are huge experiential issuesApple could solve and they could strike a deal with the MSO’s and satellite companies.   That was a big premise, but ironically with what Samsung showed at CES, it’s apparent Samsung will accelerate the likelihood …

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Samsung & LG Validate Microsoft’s Living Room Interaction Model

Microsoft launched Kinect back in November 2010 in a  move to change the man-to-machine interface between the consumer to their living room content.  While incredibly risky, the gamble paid off in the fastest selling consumer device, ever.  I saw the potential after analyzing the usage models and technology for a few months after Kinect launch and …

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Digital Media Adapters Part 13- Product Segmentation and Conclusion

Two and a half months ago when I started the DMA (Digital Media Adapter) for Living Room series, I had no idea how complex and difficult this would be. The sheer number of devices, content, and usage models was daunting. To boot, I don’t blog or evaluate products for a living, so much of this …

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Digital Media Adapters Part 1 – Introduction

It’s difficult to get online today and NOT see an ad, announcement, rumor or discussion on the new breed of TV-connected computing devices like the Apple TV and Google TV. Also known as a “digital media adapter” (DMA), media extender, Internet-enabled living room device, or by one of about ten other terms, DMAs are popping …

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