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To: slacker711 who wrote (113065)

7/24/2012 1:37:34 PM

From: Jim Mullens

Read Replies (2) of 117493

Slacker, re: Mirasol problem(s)……………………………………………

“…Your explanation would speak very badly on management. A WiFi only e-reader from B&N was already $150 in June of 2010. That was the same month that the iPhone 4 launched with the retina display. This was at least six months (and likely a year) before the decision to build the $1 billion dollar Mirasol fab had been made. Nothing that has happened in terms of price or performance in either market since then has been unpredictable….”

>>>>>>>>>>>>>>>>>

The below article written in Aug 2010 suggests Q’s decision to build the new plant was also based upon “winning a major client “.

The Mirasol display was also to be a major improvement over that B&N e-reader, including offering color and video in addition to power savings.

I believe newer e-readers now offer color (and video?) and perhaps other improvements (including cost) which may have dissuaded “the major client” (if any?) from continuing with QCOM.

Do you recall the display BOM in that $150 B&W B&N display, and the display BOM in current color eReaders?

>>>>>>>>>>>>>>>>>>

engadget.com

Qualcomm building a $2b Mirasol plant after winning 'major client'? By Vlad Savov

posted Aug 20th 2010 5:49AM

Well, if this isn't a statement of intent, we don't know what is. Those good old market sources are reporting today that Qualcomm has set aside a cool $2 billion to build a new Mirasol display production plant in Taiwan. The chipmaker already has a Mirasol facility in Longtan, a joint venture with Foxlink, but is said to be the sole investor in this new build. The whole thing has apparently been spurred on by a major client having "already started the design-in process" after seeing production samples of the 5.7-inch, low power, color display. We can't know for sure who that client may be, but Qualcomm's been doing some real heavy flirting with Amazon and all those overtures might (might!) finally have paid off. Of couse, as Jeff Bezos himself said, a color Kindle isn't likely to hit the market anytime soon, and this new factory isn't expected to begin volume production until 2012, but we'll take a slow and speculative roadmap over no roadmap at all.

DigiTimes

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