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.


Nokia Not Ready To Drop ARM For Atom; But Willing To Sell Intel Some Old 3G Technologies

June 23, 2009

The “technology collaboration” announced today between Intel and Nokia was a non-event.

On the call earlier today, both companies executives including Intel ultra-mobile guru Anand Chandrasekher who refused to talk about specific products, saying it was too premature, and only referring to some future “new class of devices.”

Furthermore, Nokia’s devices chief Kai Oistamo reiterated that the Intel deal “has no impact on our long-term relationship with ARM suppliers.” So why bother really?

Nokia and Intel to combine mobile Linux systems

But what we know however is that this “new class of devices” will run a Linux mobile operating system – probably a combination of Nokia’s Maemo and Intel’s Moblin – on top of a low-power Atom chip coming up next year.

“A new class of devices” that sounds very much like a netbook or a Mobile Internet Device (MID) in Intel’s lingo, to me!

Even Intel’s decision to license Nokia’s 3G data modem technology for its chips sounded like old news. Last month Intel’s CEO Paul Otellini said in an analyst briefing that Nokia’s modem technology will be used in Moblin.

So why so much noise, for so little or actually no news? Probably to remind people that unlike ARM-based competitors like Freescale, Nvidia, Qualcomm, Samsung or Texas Instruments, Intel does not have a low-power enough chip for the “ultra-mobility” space yet!


Texas Instruments, Sony, Samsung And Qualcomm Score With Palm Pre

June 11, 2009

Several of high-tech’s largest players are hoping the new Palm Pre will be a raving success.

Surprising design choices give Palm Pre a potential market advantage

Surprising design choices give Palm Pre a potential market advantage

These firms – Texas Instruments, Sony, Samsung, Qualcomm, Elpida and Cypress Semiconductor – are major suppliers of components to the new smart phone, according to a teardown of the product.

The dissection by iSuppli uncovered a number of surprising design choices that offer the Pre a potential advantage over Apple’s iPhone – as well as higher costs.

For instance, the Pre uses an advanced polysilicon LCD display from Sony that produces higher resolution and faster response times than conventional LCDs. But the screen comes with a higher price: $21, as estimated by iSuppli.

The phone also uses 2 gigabits of SDRAM memory capacity, twice as much as the iPhone 3G. Suppliers of the chips include Elpida, the market’s number two SDRAM manufacturer.

Also in the Palm Pre is a premium choice of flash memory from Samsung, though Palm could use other suppliers as well. The eMMC MoviNAND flash from Samsung offers higher performance. It also costs more: about $17 a phone.

ISuppli’s teardown found a baseband processor from Qualcomm, an applications processor from Texas Instruments and a touch-screen controller from Cypress Semiconductor.

All will be routing for the phone’s success.


The $359 Kindle 2 Costs Amazon $186 To Build

April 22, 2009

Nice markup, ehh?

According to a product tear down by iSuppli, Amazon’s new Kindle 2 has a 48 percent gross profit on its material and manufacturing costs.

The Kindles E Ink display module costs $60, or 42% of the total

The Kindle's E Ink display module costs $60, or 42% of the total

The popular ebook is constructed from parts costing $176.83, and its manufacturing and battery add another $8.66, bringing the total to $185.49.

Not included are costs for intellectual property, licensing fees – and, of course, sales efforts, marketing, shipping, etc.

The markup still is attractive given the normally slim margin retails operate with.

About $60 of the material costs go to E Ink for the display module at the heart of the product. The display uses an electrophoretic bistable technology that allows it to show an image even when it’s not drawing power, said Andrew Rassweiler, principal analyst at iSuppli.

The next most expensive component is the wireless broadband module from Novatel Wireless at $39.50. Qualcomm supplies a baseband processor priced at $13.18.


The Final Numbers Are In: Chip Market Down 5.4% In 2008

April 10, 2009

A steep decline in the fourth quarter turned the tables on an otherwise stable market, sending sales down 5.4 percent in 2008.

This year could be a lot worse.

Gartner said its final analysis of the 2008 market showed worldwide sales of $255 billion, off $14.5 billion from 2007. The research firm monitors 275 chip suppliers.

Because of the recession, “we can expect considerable market consolidation going forward,” said Principal Research Analyst Peter Middleton.

Intel, the largest semiconductor company, saw sales fall a modest 0.5 percent last year. But number two company Samsung suffered a 15 percent plunge. Qualcomn, the eighth largest company, saw sales rise 15.3 percent, the best performance among the top 10.


Intel Still Tops Semiconductor Industry

March 12, 2009

isuppli-top-25

Intel is still by far the world’s leading chip company, representing 13.1 per cent of the semiconductor industry’s global revenue, iSuppli reports.

Far behind, is Samsung Semiconductor at 6.5 per cent, then Toshiba Semiconductor and Texas Instruments (4.3 per cent each) and ST Microelectronics (4 per cent).

According to the research firm, four of the top five vendors reported drops in revenue; only ST Micro sales rose 3.3 per cent last year.

The IC suppliers that significantly increased their revenue in 2008 were Qualcomm (+15.3 per cent), Broadcom (+23.9 per cent), Panasonic Semiconductor (+15.3 per cent), Kyoto-based Rohm (+27.2 per cent), and Taiwanese company MediaTek (+18.1 per cent).



Intel Expects Atom Sales To Grow 50%; Boosted By Netbook, Smartphone sales

February 18, 2009
The rise of Atom sales could spell trouble for Intel's margins

The rise of Atom sales could spell trouble for Intel's margins

That’s rather a good news in this otherwise morose environment.

In an interview given to Reuters at the Mobile World Congress, the general manager of Intel’s Ultra Mobility Group, Anand Chandrasekher, said it expects sales of the low-power Atom chip to grow 50 per cent in 2009, year-over-year.

Last quarter, Atom sales already jumped 50%, reaching $300 million. And for the same period, Intel’s total sales dropped 23% compare to the year before, at $8.2 billion.

This year, Intel’s Atom chip will find its way in smartphones as well as in MIDs (mobile Internet devices) and netbooks; analysts suggest this rapid growing category to double in size and reach 35 million units in 2009.

Intel wrongly dismisses ARM competition

In the same interview, Chandrasekher dismissed the ARM-based competition – from Freescale, Nvidia, Qualcomm or Texas Instruments – as being architecturally “fragmented”.

Not sure what the Intel exec tried to say, as the most innovative smartphones released so far are all based on ARM cores, including the Apple iPhone. And on the netbook front, ARM licensees are getting ready to ship sub-$200 (and sometimes less) laptops running Windows or Ubuntu Linux.

Some fierce competition ahead for Intel.


Cell Phone Industry Adopts micro-USB Charger Standard

February 18, 2009
A thing of the past: the universal phone charger kit

A thing of the past: the universal phone charger kit

The micro-USB port will become by 2012 the unique way to charge your cell phone.

At the Mobile World Congress in Barcelona, Spain, 17 wireless operators and handset makers – including AT&T, Motorola, Nokia, Orange, Qualcomm, Samsung, Sony Ericsson, Telefonica, Telecom Italia, T-Mobile and Vodafone – agreed to standardize chargers shipped with their cell phones.

“A universal charger will also make life much simpler for the consumer, who will be able to use the same charger for future handsets, as well as being able to charge their mobile phone anywhere from any available charger,” explains the GSM Association (GSMA).

The Universal Charging Solution (UCS) uses the handset’s micro-USB port to deliver a 5 volts charge at up to 2.5 watts.

According to the GSMA, these energy-efficient chargers will result in an estimated 50 per cent reduction in standby energy consumption, 50 per cent less chargers being manufactured each year, resulting in the potential elimination of up to 51,000 tonnes of duplicate chargers.

UCS is good for the environment, cheaper to make and more convenient for the consumer. Now why did it take so long?


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