FORTUNE -- If any company has a handle on where the big growth opportunities in mobile lie it's Qualcomm (QCOM), the San Diego-based semiconductor maker whose communications chips can be found in nearly every mobile device on the planet, including millions of feature phones, smartphones and tablets made by Samsung, Nokia (NOK), Apple (AAPL), Research in Motion (RIMM), Sony (SNE), LG, HTC and Microsoft (MSFT).
The graphic above -- showing which emerging markets are expected to grow the fastest -- is taken from Qualcomm's Nov. 15 Analysts Day presentation, a document chock-a-block with charts, stats and maps designed to persuade shareholders that there's plenty of blue sky ahead.
One curious thing about the slide deck is that although Apple relies on Qualcomm for its LTE processors, the company's name is never mentioned in the 154-page report, and as near as I can tell only appears once: the tiny image of a white iPhone on page 119. [CORRECTION: The Apple logo and iOS appear on page 10.] The typical photo spread -- such as the one at right -- shows devices that look a lot like Apple's but are made by someone else.
Why the omission? Probably because Apple uses its own system on a chip -- the A6 -- and not Qualcomm's Snapdragon. But it's worth noting that if Apple's going to capture a significant share of the growth suggested in Qualcomm's map above, it's going to have to find a way to crack markets that favor devices that cost a good deal less than the iPhone and the iPad.
Lenovo's planned purchase of local PC maker CCE underscores the company's global ambitions.Stephanie N. Mehta, Deputy Managing Editor - Sep 5, 2012 12:00 PM ET
For developing nations that can't afford high-cost infrastructure, the solution may be simple: Cut the cord.
By Benjamin Schenkel, contributor
FORTUNE -- It's one thing to bring fiber-optic cable to the coast of a landmass; it's quite another to then build that network into the interior of that landmass. Without much infrastructure already in place, the cost of new broadband cables is extremely high. The result is a bitter irony: Those MOREJul 16, 2012 5:00 AM ET
Forty five minutes with the man who took over when Steve Jobs stepped down
For those of you who missed Tim Cook's keynote presentation at the Goldman Sachs Technology and Internet Conference in San Francisco Tuesday, the audio is still available in QuickTime on Apple's (AAPL) website here.
For those who prefer to read than to listen, we've posted an edited transcript of his remarks below the fold.
Corrections most appreciated.Philip Elmer-DeWitt - Feb 15, 2012 5:38 AM ET
As icons go, the likes of Bill Gates and Steve Jobs have been around for a long time. It may very well be time to look for titans in other fields.
By Kenneth M. Scigulinsky
FORTUNE -- The Internet age has brought advances in productivity, made technology available the world over and created many millionaires and billionaires. The past few decades also made cover boys of an entire generation of tech stars. MOREAug 29, 2011 2:22 PM ET
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