Right now, we are in the early stages of an epic transformation in how we use computers.
The first three decades of growth in personal computing were concentrated on the desktop or its more mobile variant, the notebook. Those that invested in the Intels and Dells during the early phases of the PC boom made fortunes.
The personal computing boom, however, is not over. Piggybacking on the exponential improvements in semiconductor technology, first foretold by Intel co-founder Gordon Moore, computing is transitioning to a different platform … one that is more portable.
The power of the Internet is moving out of the home and office and into our pockets and purses. Speedy yet energy-efficient processors and circuits are placing the equivalent of a PC in our hands.
The most notable example of this PC-in-your-pocket phenomenon is the Atrix; this is the new Android phone from Motorola’s Mobility group. It weighs a mere 135 grams, sports a dual one-gigahertz ARM-based processor and a full gigabyte of fast DDR2 memory.
These specifications were enviable in a desktop computer weighing between 5 and 10 pounds only a few years ago. Now a device, with these specifications, fits in your pocket. The Atrix is so powerful, in fact, that it can even replace a traditional computer. It is available with a screen and a keyboard docking accessory that turns it into a small notebook.
As impressive as these specifications are, the Arix would not be of much use if it could not communicate wirelessly. The real computer is the Internet. Without RF (radio frequency) circuits, your mobile device would be little more than an expensive lump of plastic and silicon in your pocket.
In order to do its job and connect to wireless networks, advanced smartphones like the Atrix need several RF circuits. These circuits are the glue that attaches your phone to the outside world and are what makes all the other technology in the phone worth anything. The shift in how we compute represents an explosive growth and an investment opportunity for leaders in the RF space.
In a moment, this post will present an investment opportunity that makes the RF circuits for the world’s most powerful smartphone. You probably carry its product around every day and do not know it. Not only that, its technology has found its way into the most advanced aviation and defense applications; and it is even on the surface of Mars.
Overall, 1.4 billion mobile phones were shipped worldwide in 2010 and growth will continue to be strong in the years ahead. Certain segments in the mobile device market however are growing more strongly than others.
In 2011, smartphones are projected to have a 41% growth rate, which is far higher than the overall mobile phone rate which is projected to grow at 13%. The real profit opportunity is taking place in smartphones. Since smartphones have to handle more wireless data bands, the RF content is 5 to 6 time what is needed in ordinary voice only cell phones. This multiplier presents a huge growth opportunity for RF suppliers.
We can not forget the big story in tablet computers, which is a brand-new product class. In 2010 sales of iPads and other tablets totaled 17 million units. However sales of 50 million are expected this year (circa 2011) and the total market size is forecast to approach 200 million units in 2014. Roughly half of those tablets will feature 3G/4G wireless connectivity in addition to WiFi. While the RF content is several times higher in 3G/4G enabled tablets, all tablets will need RF components.
Beyond smartphones and tablets, there will also be explosive growth in what is called machine-to-machine (M2M) communications. It is also called the “Internet of Things,” We are going to see more and more wirelessly connected machines, ranging form security cameras to electrical meters to things we can not yet even imagine.
For example, wirelessly connected smart refrigerators will be able to automatically reorder your favorite food items from an online grocer. Medical monitoring devices such as continuous glucose meters will be able to wirelessly interface with your smartphone and alert medical personnel if you are in trouble.
Based stations are the hubs of wireless networks and they are where your mobile device gets its signal. RF power amplifiers are needed to boost the wireless signal to reach out from a base station on a phone tower and communicate with your hand-set. In addition to the base station, the network is a collection of items that includes optical and cable networks as well as point-to-point radio systems … basically anything that moves data through the network.
This growth is tablets and smartphones is creating a huge growth in data traffic … and this is necessitating an entire upgrade of the network to accommodate it. In metropolitan areas, wireless carriers are upgrading the capacity of their fiber optic links. In more rural areas, they are putting in point-to-point microwave and radio links. On towers, 3G base stations are being upgraded to 4G.
The company introduced earlier in this blog is making these RF circuits. This company differentiates itself by being the only major player in the space that addresses both the power amplification and the filtering components, of an RF circuit, in an integrated solution. This company sells the total RF circuit and is a solution provider rather than a being merely a discrete components supplier.
This capability gives this company a truly competitive advantage because it makes it easier for its customers to procure a total RF solution for their products. They do not have to design one from scratch. Additionally, by integrating amplification and filtering, this company offers greater electrical efficiency, superior miniaturization, and lower costs.
In all the examples for this company’s solution, described previously, new network devices have to contain many RF components and this creates demand for this company’s solutions. As a leading and diversified RF technology company, it represents an excellent long-term investment.
I trust this post has provided some background and evidence that interconnecting the mobile revolution means big profits. These activities will provide alternative wealth creating opportunities and our economy will become significantly stronger.
I favor a quote from Steve Forbes. Forbes says that pursuing additional financial education and the resulting increase in our financial literacy (including the investment potential of breakthrough technology) will open our eyes to alternative wealth creating strategies and this will be the key to resolving our global financial crisis.
To gain the necessary financial education, it is best to obtain association with, access to, and membership in a wealth creation community. As a result, you will learn and have the knowledge to use alternative wealth creating strategies such as Bank on Yourself, debt reduction, and asset protection. You will be exposed to wealth acceleration investments in areas (discussed in this and previous blog posts) such as surfing the mobile wave, the space gun technology boom, the wireless data boom, the smart power grid, nanotech being applied to biotech, biotech and nanotech converging with the semiconductor industry, electric cars, new access to space, 3D virtual technology, atomically precise manufacturing, nuclear power generation, commercial space ventures, Carrier Ethernet technologies, nanotech lithography, robotics, nano-based next-generation battery technology, precious metals, water rights, oil, natural gas, potash mines, food commodities, and gold mines. You will have the knowledge to consider investments in assets that are inherently useful like oil rigs, hydropower, or methanol plants; things that are hard to build, difficult to replace, and costly to substitute; definitely not financial stocks, definitely not retail stocks, definitely not commercial property.
Another benefit of membership in a wealth creation community is exposure to entrepreneurial leadership and business opportunities. Many of these leaders suggest that if you don’t focus on being a digital entrepreneur, being self-employed, or being a small business owner, it will be a very tough road in the months and years ahead; actually it will be an uphill battle. As a result, the innovative wealth creation communities provide education and training on B2B, and B2C, eCommerce enabling a new breed of professionals that are creating six figure second incomes.
It is wise to monitor breakthrough technology as there are truly exciting developments underway with surfing the mobile wave and related business activities. I will continue to monitor developments and provide updates in future articles and at my blog.
Finally, I want to thank Ray Blanco and Patrick Cox of Agora Financial as they were the source of some of the materials about the technology advancements mentioned in this post.
In closing, be sure to Read More of my Posts at aspenIbiz BlackBox, my Internet Marketing blog; Obtain Some Tips About Being No 1 on Google at aspenIbiz My Go-To-Market Partners, my Affiliate website; Learn How to be Savvy with Your Money Like the Insiders at aspenIbiz The Conspiracy For Your Money Blog, and How to Live Longer at aspenIbiz My Life’s Advantage Today site.
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