Here's another example of the fact that truly-significant innovation sometimes comes from the largest and most-influential firms, not from upstart firms. Apple is probably the best-known and most-apt example. Google once was an upstart, but these days is a deep-pocketed incumbent.
Now Intel appears to be preparing a ferocious assault on the underlying chip-level technologies that will power the next generation of mobile-based Internet and computing.
"The going rate for a state-of-the-art chip factory is about $3 billion," the New York Times reports. And those are just table stakes. Predicting a "bloody" war, the Times points out that, in this next phase, the manufacturers will be fighting to supply the silicon for one of the fastest-growing segments of computing: smartphones, tiny laptops and tablet-style devices.
The fight pits several big chip companies against Intel, and the winner or winners will be assured a significant place in the emerging mobile computing ecosystem, which most observers predict is the next era of computing to come.
Showing posts with label mobile computing. Show all posts
Showing posts with label mobile computing. Show all posts
Monday, February 22, 2010
Intel Tries to Join Apple Among Innovator Ranks
Labels:
Intel Corp.,
mobile computing
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Wednesday, December 16, 2009
Mobile Internet Wave Coming: Who Wins?
If a "fifth wave" of computing is about to break, as analysts at Morgan Stanley clearly believe, the issue is who the wave's new winners and leaders will be.
The history of computing suggests that the companies that lead the prior wave do not lead the new wave.
Morgan Stanley seems to think that as social networking and mobility combine, a company such as Facebook could wind up in the "Mobile Internet Computing" leaders category.
Morgan Stanley also is high on Apple making the cut, as well. Should Apple pull that off, it would make history.
The history of computing suggests that the companies that lead the prior wave do not lead the new wave.
Morgan Stanley seems to think that as social networking and mobility combine, a company such as Facebook could wind up in the "Mobile Internet Computing" leaders category.
Morgan Stanley also is high on Apple making the cut, as well. Should Apple pull that off, it would make history.
Labels:
Apple,
Face,
mobile computing,
mobile Internet,
mobile Web
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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