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ARMH  // Posts tagged as "ARMH"

Virtual Reality Idea Proposal

Virtual Reality Idea Proposal

Research Question: As virtual reality hits the mainstream, which hardware and software companies, content developers, and ad platforms will emerge as the winners? Report Available: March 17, 2016   Blueshift’s initial research shows tangible excitement and potential for the virtual reality market as products, led by FB’s Oculus Rift, are set to launch over the […]

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Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

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February 2015 Trends Tracker

Trends Tracker Companies covered: AAPL, AMZN, ANGI, ARMH, CBS, CMCSA, CMG, EBAY, FB, FSLR, GME, GNC, GOOG/GOOGL, IHRT, KRX:005930, LNKD, MCD, MSFT, NFLX, NRG, P, PM, SCTY, SSYS, T, TGT, TMUS, TWC, TWTR, TWX, TYO:6752, TYO:6758, TYO:7733, TYO:7974, UA, VIA, VSLR, VZ, WBA, WEN, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   […]

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Wearable Technology Whisper

Wearable Technology Whisper

Research Question: Which companies other than Apple will capture significant market share in the wearable technology market? Companies Covered: Apple (AAPL), ARM Holdings (ARMH), Atmel (ATML), Google (GOOG), Intel (INTC), Invensense (INVN), Nike (NKE), NXP Semiconductors (NXPI), Qualcomm (QCOM), Texas Instruments (TXN), Under Armour (UA) Report Available: March 31, 2015   Blueshift’s initial research shows that smartwatches […]

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Wearable Tech Market Set to Grow But Needs a Must-Have Device

Research Question: Who will be the winners and loser in wearable technology as consumers either flock to these products in the next few years or its market potential is overblown by hype? Companies: AAPL, ARMH, ATML, BOSCHLTD, BRCM, FB, FSL, GOOG/GOOGL, GRMN, INTC, INVN, KRX:005930, MSFT, NKE, NVS, NXPI, QCOM, TXN By: David Franklin Click here to […]

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Server Market Holds Promise for ARM But 2015 Upside Is Limited

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from its new system-on-a-chip server architecture and from smartphone royalties? Companies: AAPL, AMCC, AMD, AMZN, ARMH, BIDU, BRCM, CAVM, FB, GOOG, HPQ, IBM, INTC, KRX:005930, MLNX, MRVL, MSFT, NVDA, QCOM, RHT, TXN By: Seth Agulnick Click here to download the report (.pdf)   Summary of […]

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ARM Holdings Whisper

ARM Holdings Whisper

Research Question: Will ARM Holdings see a significant boost in 2015 revenue from smartphone royalties and its new system-on-a-chip server architecture? Companies Covered: ARM Holdings (ARMH), NVIDIA (NVDA), Intel (INTC), Advanced Micro Devices (AMD), Qualcomm (QCOM), Samsung (KRX: 005930), Applied Microcircuits (AMCC) Report Available: August 21, 2014   Blueshift’s initial research shows ARM Holdings not seeing […]

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Intel’s Grantley of High Interest But Not in High Demand

Research Questions: Is there pent-up demand in the high-performance computing market for an upgrade to Intel’s Grantley platform? Will Grantley be a catalyst for significant capex spending? Companies: AMD, AMZN, ARMH, BRCD, CRAY, EMC, FIO, GOOG/GOOGL, HKG:0992, HPQ, IBM, INTC, KRX:005930, MLNX, MSFT, NVDA, ORCL, QLGC, RAX,, SMCI, VMW By: David Franklin Click here to download the report (.pdf) […]

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Jun 13 2014 Semiconductors, Technology

TSMC’s Grip on Foundry Market Safe for Now But Potent Threats Await

Research Question: Can TSMC defend its lead market position despite threats from price-aggressive competitors, shifting partnerships, and Intel’s efforts in the foundry market? Companies: AAPL, ALTR, AMD, ARMH, BRCM, CDNS, CSCO, IBM, IFNNY, INTC, KRX:000660, KRX:005930, MU,  NVDA, QCOM, SNPS, STM, TPE:2303, TPE:2330, TPE:2454, TYO:6502, TYO:6503, TYO:6723, TXN By: Seth Agulnick Click here to download the report (.pdf)   […]

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App Developers Cautiously Optimistic about Microsoft’s Windows 8 (MSFT)

Research Question: Will Windows 8 have a significant effect on the mobile device market and, if so, how quickly? By: David Franklin Companies: AAPL, AMD, BIT:NOK1V/NOK, ETR:DTE, GOOG, INTC, LON:ARM/ARMH, MNI, MSFT, T, TPE:2353, TPE:2357, TPE:2498, TSE:RIM/RIMM, TYO:6502, VZ Click here to download the report (.pdf)   Summary of Findings Six of nine app developers are optimistic about […]

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