We are a year into Dorsey coming back and there is really no end in sight of when it is going to start picking up to where investors are going to be happy. Patrick Moorhead More Quotes by Patrick Moorhead More Quotes From Patrick Moorhead I've been in and around semiconductor companies for 30 years. There are never any guarantees, but one thread that I've seen is that the most successful chip companies have rock star architects and developers. Patrick Moorhead technology Consumers absolutely still care about cameras. That's why it was surprising over the last couple of years that Samsung and Huawei got the jump on Apple, apple was playing a bit of catch up, but Apple did bring their game, particularly on the video side of the camera, where I do think they'll have the leg up. Patrick Moorhead business It's certainly an embarrassment to Samsung's reputation but this won't have much financial impact on them since they created a whole new category of foldables with this product. There is no market share to lose. Patrick Moorhead technology I think this is a good start for Qualcomm, but they have a lot to prove in the higher performance accelerator space. Patrick Moorhead technology Apple is going to be put in a position, in a defensive position of how they show growth, and this is an area that Apple has not had to do for the last few years. Patrick Moorhead technology Apple has been gaining significant market share in pretty much every region, and I'm not seeing a global slowdown. Patrick Moorhead top-news
