Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 58.79+0.2%Jun 20 5:20 PM EDTNews

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To: Jim Mullens who wrote (109677)2/18/2012 11:50:27 AM
From: slacker711  Read Replies (1) of 147238
Do you know how the other ( OMAP / Samsung / Apple, etc) AP competitor’s stack up?

They all support higher memory bandwidth (dual-channel). nVidia is clearly the exception. I'm not sure if Tegra3+ will change this or if it is simply Tegra3 on 28nm.

The good news though is that Q's competition for high-end tablet design wins is mostly Tegra3. Apple is in-house and Exynos hasnt gained traction yet outside of Samsung. OMAP4 has done well, but Krait should outperform any dual-core A9 chip and TI has stated that OMAP5 (dual-core A15) will "maybe" be out by Q4 of this year.

So that leaves quite a bit of room for Q to grab some design wins. Of course, nobody outside of Apple has gained much traction yet with high-end tablets but at least Qualcomm will be in the game.

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