Intel’s New Shopping Craze: Wireless Technologies For Smartphones

August 5, 2010

Remember the late 90′s, when Intel was throwing billions in its quest to become a telecommunication powerhouse, to finally write it all off?

Well, sounds that the chipmaker is at it again with the recent acquisitions of Infineon’s cellular and GPS technology as well as the assets of small 4G vendor Comsys.

Hopefully, the mastermind of Intel’s first telecom foray, Sean Maloney, might remember one or two things learned from his first failed attempt to build a communications empire!

As analyst Linley Gwennap writes it,

“Making it clear that money is no object in its quest to become a major player in the smartphone market, Intel plans to acquire the wireless operations of Infineon in a deal valued at more than $1.2 billion. Infineon’s cellular and GPS technology will complement Intel’s Atom processor and Wi-Fi expertise, allowing Intel to deliver a complete solution for the rapidly growing smartphone and tablet-computer markets.”

Infineon ranked fourth in cellular-baseband shipments last year with 10.7% unit share, according to a recent report from The Linley Group. Infineon is a major supplier to Apple, Nokia, and Samsung.

But “the German vendor lacks an application processor, however, making success in the smartphone market difficult, and it has struggled to sell its 3G baseband outside of Apple,” adds Linley.

The analyst adds that in a quieter but significant move, Comsys acquisitions brings a processor for WiMax phones and was working on converting that design to support LTE.

Intel’s secret goal (well not anymore!) is to merge Infineon and Comsys technologies to create its own 4G solution coupled to its Atom chip for smartphones.

“Intel is clearly focused on smartphones, leaving the future of Infineon’s popular 2G processors in doubt. This deal could end up helping vendors such as Broadcom, MediaTek, and ST-Ericsson, which could step into the breach with their own 2G processors. Conversely, the deal gives Intel the technology it needs to develop an integrated 3G-smartphone processor, allowing it to compete against vendors such as Qualcomm and Marvell,” says Linley.

First published in TechPulse 360.


Analyst: Imagination Technologies Powers Apple A4 Graphics Engine, Tops Nvidia Tegra

January 29, 2010

The A4 is Apple's custom chip powering the iPad tablet

[Update] Analyst Jon Peddie just blogged more details about iPad’s internals.

Inside Apple’s upcoming iPad tablet lies a mysterious chip: the A4, with the “A” presumably referring to Apple and the number “4″ perhaps to 4-cores!

First, here’s what we know for sure about the A4, either from common sense and public comments by Apple:

  1. It’s a system-on-a-chip (SoC) which combines a low-power ARM-based CPU (supposedly the latest Cortex A9), a graphics processor (or GPU), and other circuitries like audio and video codecs.
  2. Runs at 1GHz;
  3. Fabricated by Samsung.

In many aspects, Apple’s custom silicon is comparable to next-generation ARM-based SoC mobile processors from Freescale (i.MX series), Marvell (Armada), Qualcomm (SnapDragon) and Nvidia (Tegra); all showed at CES a number of tablets and netbooks prototypes using their respective chips.

Intel has also entered the SoC market with its Moorestown chip, a shrink of the current Atom processor used in netbooks, which now integrates a CPU and GPU on the same die.

If there’s not much mystery left on the origin of the A4 CPU – aside from the number of cores – little is still known however of the internal design of the chip and its graphics capabilities.

In a blog post that was widely reprinted all over the Net, Brightside suggested that Apple used ARM’s Mali 50 design for its core GPU. However, graphics expert Jon Peddie, of Jon Peddie Research, disagrees.

“The Ipad is not using Mali,” told Peddie to TechPulse 360. “The graphics engine in iPad certainly do, spec-wise, rival Tegra, Snapdragon, or Armada. On a polygons/second, or a pixel fill-rate basis it is as good as any out there, maybe better. And if game play is the criteria, then the graphics engine has all the power needed to deliver a very satisfying, if not impressive experience.”

But for Peddie, the real question should be: how does the A4 chip compares on a polygons/second/watt basis?

“And here is where you (and competitors) will be surprised – it will be top of the class. We won’t have measured data probably until late summer when all the tablets, including HP’s Slate and MSI’s Tegra-based unit are out and available for testing. But based on what we know about the engines involved, the A4 should be the best of breed,” added Peddie who is coming out next week with a full report on the A4 chip.

Peddie just blogged more details on the A4′s graphics engine: it’s an Imagination Technologies [PowerVR] SGX 535 core that is already used in iPhones and iPod touches.

Earlier this month at CES, Imagination unveiled a successor to the 535 core – the 545 – with even more impressive graphics capabilities. No doubt that it will find its way in next-generation iPhones, iPods and iPads.

Apple and Intel are key stockholders in Imagination Technologies. According to the UK publicly-listed company, they respectively own 9.5% and 16% (according to the Guardian) of its shares.


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