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INTELLIGENCE
Subscribe to the Think.tank. Subscribe to the Think.tank and access analysis and insights that will help you more deeply u0003understand the trends and major moves that shape the technology industry. Subscription Options. Podcast: Verizon-AWS Edge Computing, Intel 5G Infrastructure, Samsung A Series, T-Mobile 5G. by Bob O'Donnell. DISTANCE LEARNING DURING COVID-19: A PARENT VIEW Distance Learning During COVID-19: A Parent View. Carolina Milanesi on May 13, 2020. A couple of weeks after the shelter in place orders started rolling out across the United States, we, at Creative Strategies, ran a study to capture some valuable information on remote work. We wanted to know which tools, both hardware and software,people are
PART 3: HOW DOES APPLE INNOVATE? 1) The Touch ID fingerprint scanner. 2) The Apple Watch, which included three new user interfaces: the digital crown, the taptic engine and force touch (now 3D touch). 3) 3D Touch — which lets you press a little harder on the screen to access hidden menus — has migrated from the watch to the iPhone 6S and 6S Plus. BEWARE OF BUYING PRODUCTS FROM FACEBOOK ADS The second option is to find the original ad, and at the bottom of the product info, you tap on “seller info” section, and you will find a report button. You can report the seller, and Facebook says they will investigate it. But there were two problems with this. The first is that the first two ads I bought the product from were gone when I WHY TSMC’S US FAB IS STRATEGIC Why TSMC’s US Fab Is Strategic. Tim Bajarin on January 15, 2021. Early in 2020, TSMC announced that they would build a $12 billion Fab in Arizona. In December, TSMC purchased the land it will be built on for $89 million. I admit that I am still in the camp that believes broad manufacturing coming back to the US is a pipe-dream. CHIP SHORTAGES AND THE TRAILING EDGE Chip Shortages and the Trailing Edge. In the last few months, I have had some very interesting conversations with executives knee-deep dealing with the supply chain shortages for their company’s procurement. The narrative about the shortage of chips has concentrated on the leading edge manufacturing node, meaning 7nm, 5nm,etc.
WHY APPLE HAS A STRONG COMPETITIVE ADVANTAGE Why Apple Has a Strong Competitive Advantage. One of the primary things about being an effective technology industry analyst is that I have to clearly communicate our perspectives about the technology industry as a whole to my firms clients. This requires more than just the regurgitation of information as we gather it in the field. SQUARE’S POTENTIAL AND ITS CHALLENGES Square’s potential and its challenges. Payment company Square made its S-1 filing with the SEC public yesterday and the document provides the first insight into the company’s financials beyond the occasional comment from executives. As usual, there’s tons of data in the filing and it will take some time for observers to parse allthe
MOORE’S LAW BEGINS AND ENDS WITH ECONOMICS Moore’s Law Begins and Ends with Economics. Much has been written about the demise of Moore’s Law, the observation that the number of components in a dense, integrated circuit doubles every 24 months. This “law” has governed much of how we think about computing power since Gordon Moore penned his seminal paper in 1965. WHY APPLE STANDS APART FROM THE COMPETITION I have been covering Apple now for 31 years and have a pretty good feel for how Apple works. Of course, how they worked changed over the years depending on who was CEO at the time, but there have been a few guiding principles that has driven the company from the intro of theMac in 1984.
TECH.PINIONSIPHONE X FIRST IMPRESSIONSADVENTURES IN MACHINEINTELLIGENCE
Subscribe to the Think.tank. Subscribe to the Think.tank and access analysis and insights that will help you more deeply u0003understand the trends and major moves that shape the technology industry. Subscription Options. Podcast: Verizon-AWS Edge Computing, Intel 5G Infrastructure, Samsung A Series, T-Mobile 5G. by Bob O'Donnell. DISTANCE LEARNING DURING COVID-19: A PARENT VIEW Distance Learning During COVID-19: A Parent View. Carolina Milanesi on May 13, 2020. A couple of weeks after the shelter in place orders started rolling out across the United States, we, at Creative Strategies, ran a study to capture some valuable information on remote work. We wanted to know which tools, both hardware and software,people are
PART 3: HOW DOES APPLE INNOVATE? 1) The Touch ID fingerprint scanner. 2) The Apple Watch, which included three new user interfaces: the digital crown, the taptic engine and force touch (now 3D touch). 3) 3D Touch — which lets you press a little harder on the screen to access hidden menus — has migrated from the watch to the iPhone 6S and 6S Plus. BEWARE OF BUYING PRODUCTS FROM FACEBOOK ADS The second option is to find the original ad, and at the bottom of the product info, you tap on “seller info” section, and you will find a report button. You can report the seller, and Facebook says they will investigate it. But there were two problems with this. The first is that the first two ads I bought the product from were gone when I WHY TSMC’S US FAB IS STRATEGIC Why TSMC’s US Fab Is Strategic. Tim Bajarin on January 15, 2021. Early in 2020, TSMC announced that they would build a $12 billion Fab in Arizona. In December, TSMC purchased the land it will be built on for $89 million. I admit that I am still in the camp that believes broad manufacturing coming back to the US is a pipe-dream. CHIP SHORTAGES AND THE TRAILING EDGE Chip Shortages and the Trailing Edge. In the last few months, I have had some very interesting conversations with executives knee-deep dealing with the supply chain shortages for their company’s procurement. The narrative about the shortage of chips has concentrated on the leading edge manufacturing node, meaning 7nm, 5nm,etc.
WHY APPLE HAS A STRONG COMPETITIVE ADVANTAGE Why Apple Has a Strong Competitive Advantage. One of the primary things about being an effective technology industry analyst is that I have to clearly communicate our perspectives about the technology industry as a whole to my firms clients. This requires more than just the regurgitation of information as we gather it in the field. SQUARE’S POTENTIAL AND ITS CHALLENGES Square’s potential and its challenges. Payment company Square made its S-1 filing with the SEC public yesterday and the document provides the first insight into the company’s financials beyond the occasional comment from executives. As usual, there’s tons of data in the filing and it will take some time for observers to parse allthe
MOORE’S LAW BEGINS AND ENDS WITH ECONOMICS Moore’s Law Begins and Ends with Economics. Much has been written about the demise of Moore’s Law, the observation that the number of components in a dense, integrated circuit doubles every 24 months. This “law” has governed much of how we think about computing power since Gordon Moore penned his seminal paper in 1965. WHY APPLE STANDS APART FROM THE COMPETITION I have been covering Apple now for 31 years and have a pretty good feel for how Apple works. Of course, how they worked changed over the years depending on who was CEO at the time, but there have been a few guiding principles that has driven the company from the intro of theMac in 1984.
FIVE IMPORTANT NEW TERMS TO KNOW ABOUT 5G This is going to be very important, for two reasons. First, it will enable operators to get to broader 5G coverage quickly, rather than relying exclusively on new 5G-centric bands. Second, this is a hedge against mmWave. It would allow Verizon, for example, whose 5G strategy is mmWave centric, to have broader options for its 5G deployment THE TECH INDUSTRIES MISSION IN 2021 Ben Bajarin is a Principal Analyst and the head of primary research at Creative Strategies, Inc - An industry analysis, market intelligence and research firm located in Silicon Valley. His primary focus is consumer technology and market trend research and he CBRS LAUNCH: AN IMPORTANT DAY IN WIRELESS HISTORY CBRS Launch: An Important Day in Wireless History. Mark Lowenstein on September 19, 2019. It might not rank up there with the introduction of the iPhone or the launch of 4G LTE., but yesterday marked an important day in the history of wireless services, with the launch of Commercial Deployment Citizens Broadband Radio Services (CBRS). APPLE AS INNOVATOR: FOUR* CONTRIBUTIONS THAT CHANGED Nonetheless, here are three critical Apple innovations that reshaped the tech industry: Desktop Publishing. The laser printer was invented by Xerox in the late 1960s and developed in the 1970s by Canon, Ricoh, and Hewlett-Packard. But in the mid-80s, nearly all “letter quality” printers relied on typewriter technology. WHY APPLE STANDS APART FROM THE COMPETITION I have been covering Apple now for 31 years and have a pretty good feel for how Apple works. Of course, how they worked changed over the years depending on who was CEO at the time, but there have been a few guiding principles that has driven the company from the intro of theMac in 1984.
MOORE’S LAW BEGINS AND ENDS WITH ECONOMICS Moore’s Law Begins and Ends with Economics. Much has been written about the demise of Moore’s Law, the observation that the number of components in a dense, integrated circuit doubles every 24 months. This “law” has governed much of how we think about computing power since Gordon Moore penned his seminal paper in 1965. APPLE MUST REINVENT THE GENIUS BAR Carolina is a Principal Analyst at Creative Strategies, Inc, a market intelligence and strategy consulting firm based in Silicon Valley and recognized as one of the premier sources of quantitative and qualitative research and insights in tech.At Creative Strategies, Carolina focuses on consumer tech across the board. From hardware to services, she analyzes today to help predict and shape tomorrow. OPEN VS. CLOSED SYSTEMS: WHAT THE FUTURE HOLDS Open vs. Closed Systems: What the Future Holds. Steve Wildstrom on November 28, 2012. Since the beginning of the personal computing era. there has been a struggle for dominance between open and closed systems. The early open CP/M computers gave way to the relatively closed Apple ] [. The closed Mac was beaten by the openMicrosoft/Intel PC.
WHY APPLE HAS A STRONG COMPETITIVE ADVANTAGE Ben Bajarin is a Principal Analyst and the head of primary research at Creative Strategies, Inc - An industry analysis, market intelligence and research firm located in Silicon Valley. His primary focus is consumer technology and market trend research and he APPLE AS INNOVATOR: FOUR* CONTRIBUTIONS THAT CHANGED Nonetheless, here are three critical Apple innovations that reshaped the tech industry: Desktop Publishing. The laser printer was invented by Xerox in the late 1960s and developed in the 1970s by Canon, Ricoh, and Hewlett-Packard. But in the mid-80s, nearly all “letter quality” printers relied on typewriter technology. APPLE MUST REINVENT THE GENIUS BAR Carolina is a Principal Analyst at Creative Strategies, Inc, a market intelligence and strategy consulting firm based in Silicon Valley and recognized as one of the premier sources of quantitative and qualitative research and insights in tech.At Creative Strategies, Carolina focuses on consumer tech across the board. From hardware to services, she analyzes today to help predict and shape tomorrow. THE REGULATION OF SOCIAL MEDIA DEBATE Traditional media has to come under regulated guidelines in order to stay in business. The kind of derogatory material you see posted on Facebook, Twitter, etc. could never be published in the New York Times, WSJ, and traditional media sites. Section 230 of the APPLE’S AIRPODS: A HIT WITH 98% CUSTOMER The big story is customer satisfaction with AirPods is extremely high. 98% of AirPod owners said they were very satisfied or satisfied. Remarkably, 82% said they were very satisfied. The overall customer satisfaction level of 98% sets the record for the highest level of WHY TODAY’S EDUCATION SYSTEM IS FAILING OUR CHILDREN Why Today’s Education System is Failing Our Children. Carolina Milanesi on March 15, 2017. Schools are supposed to develop skills and capabilities while encouraging kids to “think differently” and maximize their abilities. Sadly, most schools are failing to do so today. The reasons rest within curricula that are not keeping up withthe
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INTEL: FROM MARKET LEADER TO UNDERDOG by Ben Bajarin | November23, 2020
This article is exclusively for subscribers to the Think.Tank.Read More
PODCAST: VERIZON-APPLE, APPLE APP STORE, AMD RX6800 GPUS, MICROSOFT PLUTON, APPLE DIVERSITYby Bob O'Donnell
| November 21, 2020 This week’s Techpinions podcast features Carolina Milanesi and Bob O’Donnell discussing Verizon’s recent 5G Swap offer with iPhone 12, Apple’s changing of their App Store fee for developers, reviews of the new M1-based Arm Macs, reviews of AMD’s latest Radeon 6800 GPUs, analyzing the potential impact of the Microsoft’s new Pluton security processor for PCs…Read More
GAMING CONSOLES’ BATTLE ROYALE by Carolina MilanesiNovember 19, 2020
PODCAST: APPLE ARM-BASED MACS, MEDIATEK SUMMITby Bob O'Donnell
November 14, 2020
CUSTOM MAC SILICON FREES APPLE TO ITERATE, OR NOT, AS IT PLEASESby Tom Mainelli
November 13, 2020
ECONOMIC RECOVERY UPDATE, BIDEN AND CHINAby Ben Bajarin
November 12, 2020
SUBSCRIBE TO THE THINK.TANK Subscribe to the Think.tank and access analysis and insights that will help you more deeply understand the trends and major moves that shape the technology industry. Subscription Options THE NEXT CHAPTER FOR THE MACby Ben Bajarin
November 11, 2020
APPLE’S ONE MORE THING TURNED OUT TO BE THREE by Carolina MilanesiNovember 11, 2020
THE HISTORICAL SIGNIFICANCE OF SLINGBOXby Tim Bajarin
November 10, 2020
WHY INTEL SHOULD OPEN THEIR FABS FOR OUTSOURCING PROCESSORSby Tim Bajarin
November 04, 2020
ARM BASED MACS AND MAC GROWTH, APPLE UPDATES 10-K RISK FACTORS FORSERVICES
by Ben Bajarin
November 03, 2020
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PODCAST: VERIZON-APPLE, APPLE APP STORE, AMD RX6800 GPUS, MICROSOFT PLUTON, APPLE DIVERSITYby Bob O'Donnell
| November 21, 2020 PODCAST: APPLE ARM-BASED MACS, MEDIATEK SUMMITby Bob O'Donnell
| November 14, 2020Podcast Archive __
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