Did Samsung use Apple as an R&D Center?

Now that it has been proven in the courts that Samsung stole key intellectual and patented properties from Apple’s iPhone, I’ve been wondering if this move by them was actually calculated. Go back to the 2007-2008 time frame and we can see from this period that Apple pretty much over night reinvented the smartphone. More … Continue reading Did Samsung use Apple as an R&D Center?

Samsung’s Precarious Position

Samsung, I believe is in a precarious position. I’ve felt this way for quite some time despite their continued growth in mobile over the past few years. But my reasoning comes from understanding how Samsung got to the position they are in with regard to mobile and concluding that the current strategy is not sustainable. … Continue reading Samsung’s Precarious Position

Samsung’s Dangerous Smart Watch Gamble

Next week, just before the IFA consumer electronics show opens in Berlin, Samsung is expected to introduce their first smart watch apparently called the Samsung Galaxy Gear. By my count, this will be at least the 14th smart watch introduced in the last 18 months. I have had a chance to work with and review … Continue reading Samsung’s Dangerous Smart Watch Gamble

How Android Vendors Can Compete With Samsung

The initial title of this article was going to be “How HTC can compete with Samsung.” Then I decided to branch it out and make a point that is relevant for HTC but also for all Android handset vendors looking to compete with Samsung. The public learned this week that HTC is losing key personnel … Continue reading How Android Vendors Can Compete With Samsung

Samsung’s Real Threat to Apple

When the iPhone was introduced, a Sr. Apple exec put the iPhone on a table in front of me and asked me what I saw? I replied by saying that I saw a black piece of glass on the table. He pointed out that what I saw was correct and then added that the real … Continue reading Samsung’s Real Threat to Apple

Samsung is Stepping Into the Spotlight

Something very interesting is happening and I will be very interested to see how it plays out. Samsung is stepping into the spotlight and arguably taking it from Apple. Apple for the past 10 years, or more, has been the unparalleled focus of the mainstream media and for good reason. In 2010 when I started … Continue reading Samsung is Stepping Into the Spotlight

Samsung ATIV SmartPC 500T: Intel Strikes Back

Over the course of the Windows 8/RT industry discussions, ARM-based tablets have received the lion’s share of the discussion.  This has been particularly true with Microsoft’s announcement of Surface RT.  Does this mean Intel cannot deliver a competitive tablet solution?  Hardly.   Intel’s CloverTrail platform is shockingly competitive and I wanted to share some early experiences … Continue reading Samsung ATIV SmartPC 500T: Intel Strikes Back

Battle Of The Tablet Business Models: Samsung Galaxy Tab

RECAP We’re looking at the tablet business models of Apple, Amazon, Google, Samsung and Microsoft. Today we focus on the Samsung Galaxy Tab. 4.0 Samsung Galaxy Tab 4.1 WHERE DOES THE SAMSUNG GALAXY TAB MAKE ITS MONEY? When introducing the new Amazon tablets, Jeff Bezos said: “We want to make money when people use our … Continue reading Battle Of The Tablet Business Models: Samsung Galaxy Tab

What if Samsung Was a Band?

I’ve been reading a lot of articles the last few days all on the degree in which Apple’s success in a US court over Samsung is good or bad for the industry. In the midst of all of what I am reading I feel a significant point is being missed. There is already an industry … Continue reading What if Samsung Was a Band?

Apple vs. Samsung: What Doesn’t Compute

I’m not a lawyer, but I am an analyst who unfortunately has participated in some of the largest corporate legal battles, has two immediate family members who are IP lawyers, and has had to decide on industrial design for consumer electronics. None of this qualifies me to give legal advice, but I am able to … Continue reading Apple vs. Samsung: What Doesn’t Compute

Of Apple, Samsung, and Obviousness (Updated)

In 1929, an Italian named Attillo Calimani received a patent for a French press coffee maker. The French press is an extremely simple design: a glass beaker, a metal mesh filter attached to a push rod, and a gasket to form a seal between the filter and the glass. Calimani’s coffeepot looks remarkably like the … Continue reading Of Apple, Samsung, and Obviousness (Updated)

Musings on Apple v. Samsung

As you may well know, the tech industry is currently enthralled with the Apple v. Samsung, Samsung v. Apple patent and trade dress trial. I’ve been reluctant to talk about the trial. As a wise man recently told me, the trial is bringing out a whole new level of stupid in people. No matter what … Continue reading Musings on Apple v. Samsung

Copying Apple or as Samsung Calls it, Benchmarking Your Peers

The Apple vs Samsung trial is a week old and the evidence Apple presented is quite compelling. Nothing has been more captivating than a 132-page internal Samsung document that recommends copying the iPhone. The document lauded the importance of Apple functions like double-tap on a Web page to zoom in/out and recommended the functionality needed … Continue reading Copying Apple or as Samsung Calls it, Benchmarking Your Peers

How the Apple iTV is Accelerated by Samsung

(originally published at Forbes) Back in September, I wrote an analysis on why Apple should build an HDTV.   The premise was that there are huge experiential issues Apple 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 … Continue reading How the Apple iTV is Accelerated by Samsung

How Sony can beat Samsung and LG on Smart TV Interfaces

As I wrote last week, Samsung and LG are following Microsoft’s lead in future interfaces for the living room. Both Samsung and LG showed off future voice control and in Samsung’s case, far-field air gestures. Given what Samsung and LG showed at CES, I believe that Sony could actually beat both of them for ease … Continue reading How Sony can beat Samsung and LG on Smart TV Interfaces

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 … Continue reading Samsung & LG Validate Microsoft’s Living Room Interaction Model

The Flaw in Samsung’s Anti-iPhone Commercial

I have to admit, the new Samsung commercial is one of the better commercials from a marketing standpoint for Android devices and Samsung in particular. If you haven’t seen it I suggest checking it out here. What has been the criticism of many commercials pitching cell phones, Droid’s in particular, is how they don’t market … Continue reading The Flaw in Samsung’s Anti-iPhone Commercial

Apple and the Mainstream Consumer

Much of the commentary post-Apple’s September product launch event California Streaming was about what I expected. Most of it emphasized Apple’s iterative approach, and some went as far as to say Apple has lost its innovative touch just relying on small iterations year over year. I try to not let these approaches frustrate me because … Continue reading Apple and the Mainstream Consumer

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. But from the conversations I have had, this is not the … Continue reading Chip Shortages and the Trailing Edge

Intel’s Unleashes a Turnaround

Yesterday, Intel announced a series of efforts that may one day be looked back at as foundational for their turnaround. Despite Intel being in a strong market position in many of the areas they compete in, the leadership zeal Intel once brought to the technology industry had been waning, and when it came to looking … Continue reading Intel’s Unleashes a Turnaround

Chip Shortages and Foundry Monopolies

One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of demand is a chief cause … Continue reading Chip Shortages and Foundry Monopolies

Potential New Health Features for Apple Watch

When Apple introduced the Apple Watch, they initially positioned it as jewelry that also told time and a few health features. However, over the last three years, Apple has added many health and fitness features to the Apple Watch, most recently adding ECG and Blood Oxygen monitoring. Since Apple introduced the Apple Watch and made … Continue reading Potential New Health Features for Apple Watch

Why Apple Should Extend an Arm to Intel

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company, … Continue reading Why Apple Should Extend an Arm to Intel

Out of the Box Thinking for Intel

Over the last year, there have been many stories about how Intel has lost market leadership in process technology and has had trouble meeting some of the demand for PC and server chips as both markets heated up in 2020. Intel is still at least two years away from moving to 7 nm while TSMC … Continue reading Out of the Box Thinking for Intel