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To: polap who wrote (109931)2/28/2012 7:53:31 AM
From: slacker711
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It will be very difficult for them to do that. When the time come, would they be willing to use up their precious, expensive, small volume brand-new silicons for $20 mobile SoC with 20% margin or $100+ server chips with 60% margin? I doubt they can afford to take the hit to the bottom line for lower profits continuously just to stay competitive.

There will definitely be some opportunity cost for Intel which is why I had thought that they would keep mobile chips off of their leading edge nodes. The margin sacrifice will actually be fairly small though. Intel would be a major player if they hit two billion in AP sales which would have a small impact on overall gross margins for a >$50 billion revenue company. We'll have to wait and see if they have made the strategic decision to accept the opportunity cost.

JMO, The Innovators Dilemma actually applies less to the smartphone market, which is new for Intel, than to ARM's move into the computing market. It is there that Intel will have a tough time accepting lower margins/ASP's since it attacks the lion's share of their business. The question is whether we'll see the necessary application development for Windows on ARM to make it a viable competitor. I think Softie is making some good steps on this front but the key will be the response from the developers.


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From: slacker7112/28/2012 9:09:33 AM
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MWC 2012: NVIDIA Samples Tegra 3+, Tegra 4 to OEM Partners
Reported by Theo Valich on Tuesday, February 28 2012 12:44 am
Even though NVIDIA is at rage on the Mobile World Congress in Barcelona, Spain - all of the industry players are heavily working on next-generation of devices which threatens to turn the current generation obsolete.

There is no doubt about it, producing bleeding edge silicon is going through a lot of pain at this years' Mobile World Congress. TSMC's even openly admitted that the yields for its state-of-the-art 28nm process are far from satisfactory - the situation is still better than it was for the 40nm process.

Intel is having issues with the 22nm FinFET (so called 3D transistors), while GlobalFoundries had issues in ramping up both 32nm and 28nm process. Samsung is being silent but we've all seen the amount of 3rd party chips the company ordered from NVIDIA and TI to compensate for its own products.

Yet, the development of the latest products is not stopping. According to the rumors in Barcelona, NVIDIA went by the book and taped out T40, i.e. Wayne in late December 2011. The silicon took some time to get back and the company is now starting to sample its OEM partners with the next generation parts which will be launched at the next years' CES and MWC. You can probably expect a repeat of the Tegra 3 launch - limited run of units through a single vendor (in case of Tegra 3, it was ASUS and Transformer Prime tablet), and mass availability in the second quarter of 2013.

In that perspective, NVIDIA is keeping to its roadmap the company outlined at GPU Technology Conference in 2010. As you can see on the image above, Tegra 3 will be offered in a refreshed form, codenamed T35. Our sources said this is not a 28nm die-shrink, but rather increased clocks for the Windows on ARM "clamshells". We've been cited 1.6 and 1.7GHz clocked Tegra 3 SOC's, which is 20% higher than the originally predicted 1.5GHz clock.

Bear in mind that first generation of Tegra 3 cores only worked at 1.3-1.4GHz, as the company was constrained by strict thermal guidelines (100 mW idle, 2W TDP). Clamshells have higher TDP and you can expect a lot more functionality coming from this "quad-core plus a ninja core", "4 PLUS 1" (NVIDIA Marketing Team, seriously - just say it's a quint-core and we're over and done with).

Based on information available, T40 i.e. Wayne i.e. Tegra 4 is a 28nm chip which combines several ARM Cortex-A15 cores (our source says it's different from T30) with a new graphics engine which we assume to be compliant with CUDA. Unlike the roadmap which we have here, we've been told that there might be some delays for the T40 since NVIDIA has to attack Qualcomm Snapdragon, and if the company won't offer Tegra 4+Baseband - Qualcomm will get (most) of the design wins.

MWC 2013 will also see the debut of Grey, a 28nm single-chip package which combines Cortex-A15 cores, the new GPU and the Icera 4G LTE baseband. Grey is a successor of T28, which is a dual-core Tegra 2 combined with an Icera 450 baseband chip. The Tegra+Icera debuted at the show in the form of ZTE Mimosa X smartphone.

Thus, in 12 months from now, NVIDIA will have a top to bottom solution for the expanding smartphone market. Is that enough? Only time will tell.

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From: Bill Wolf2/28/2012 9:29:47 AM
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Foss Patents

After German FRAND setback, Google and Motorola should pursue licensing, not litigation

Yesterday's provisional denial of injunctive relief sought by Motorola against Apple in Germany is not just a procedural kind of reprieve. Instead, the Karlsruhe Higher Regional Court's press release (which I translated) shows that it's based on a preliminary assessment of the merits by a panel of very senior judges who have been looking at this case and different licensing proposals submitted by Apple since December. It furthermore indicates that there comes a point at which even Deutschland is part of FRANDland.

There are still various options for Google and MMI, and I will look at some of those below. But in practical terms, they're not going to shut down any Apple products in Germany with FRAND patents for a year or so, and even further down the road, it's probably not going to happen. If Google's and Motorola's strategy was "mutually assured destruction" (and there are strong indications that that's where they wanted to get), they have to re-evaluate their plan at this critical juncture.

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To: ggamer who wrote (109741)2/28/2012 9:35:55 AM
From: smooth2o
1 Recommendation   of 147264
Get a femtocell.


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From: Bill Wolf2/28/2012 9:49:51 AM
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One Year Later, Nokia and Microsoft Deliver

BARCELONA, Spain — One year ago, Jo Harlow, the head of smart devices at Nokia, stood before a packed convention hall at the Mobile World Congress, the cellphone industry’s most important trade show, to explain the Finnish company’s new software alliance with Microsoft.

It was only a few days after the agreement had been announced in London. But the need for the deal had been so urgent that Nokia and Microsoft, grasping for a foothold in a mobile computing industry that was quickly slipping away from them, had gone public without a definitive legal agreement, just a handshake and a promise to work together, somehow.

“I remember standing on that stage and saying that I would deliver one device by the end of the year,” Ms. Harlow said during an interview last week. And she said she thought to herself: “Now I really have to do it.”

One year later, Nokia and Microsoft have exceeded their own predictions, and by most estimations, the expectations of many in an industry now dominated by Apple, the smartphone market leader, and Samsung, the No. 2, whose lineup relies on smartphones running Google’s Android operating system, the most ubiquitous phone software.

On Monday, Nokia introduced an enhanced, third-generation cellphone network version of the Lumia 900 that will sell globally outside the United States and an LTE version for Canada. It introduced the Lumia 610, which will cost about 30 percent less than the Lumia 710. At the same time, Microsoft said it planned to open new Windows online marketplaces in 28 countries by March, including China.

Nokia delivered two Windows devices in 2011: the Lumia 800, a premium phone, and the Lumia 710, a lower-price version. In January, the company said it would sell a version of the Lumia 900 in the United States that would run on AT&T’s new network using superfast Long Term Evolution, or LTE, technology, something even Apple does not yet offer for the iPhone.

Ms. Harlow, 49, the captain of Duke University’s women’s basketball team her senior year, had faced pressure before. She explained to the crowd of analysts and journalists gathered at the annual industry convention here last year that Nokia and Microsoft would produce their first phone using the Windows operating system by the end of the year — a pace two to three times quicker than Nokia’s previous rhythm.

But deep down, even Ms. Harlow was a bit awed by the task before her, which would require an accelerated, effective collaboration with a completely different corporate culture in a creative endeavor so intimate that both would have to discard mutual mistrust to make it work.

Stephen A. Elop, Nokia’s chief executive, said during an interview at this year’s Barcelona trade show that the relationship with Microsoft had gone well. Mr. Elop said that neither he nor Steven A. Ballmer, Microsoft’s chief executive and Mr. Elop’s former boss, had had to intervene to arbitrate disputes in the mixed teams of Nokia and Microsoft employees working on Lumia.

“We have regular reviews where we sit down and go through all the details and have debates about the best way forward, but the teams are quickly able to move through these issues and get to a common point,” Mr. Elop said. “A year later, it is all focused just on going forward and not examining, ‘What did we say in the contract?’ We’re getting stuff done.”

But the United States is still the most vexing market for Nokia.

“The big question will be how they tackle the U.S. market, where they have virtually no presence anymore,” said Mark Newman, an analyst with Informa Media and Telecoms in London.

By the end of 2011, Nokia said, it had sold more than a million Lumia phones, which Mr. Newman characterized as good but “underwhelming.”

The wider price range introduced on Monday with the new phones and the expanded geographic footprint provided by the new online marketplaces will increase the potential market for Windows phones by 60 percent globally, said Terry Myerson, a vice president of Microsoft’s Windows phone unit. That market has so far been limited primarily to the United States, Japan and Western Europe.

Officials from both Microsoft and Nokia declined to disclose details on the companies’ strategy, the promotional budget or the method chosen for trying to persuade the other three big operators in the United States, Verizon Wireless, Sprint and T-Mobile USA, to sell their phones.

Mr. Myerson said Microsoft was aware that Windows was not a dominant force in mobile devices. “We recognize that Windows phone is the challenger in the market against established alternatives,” he said. “We have tried to get a very clear point of view about why users should choose Windows phone.”

One of the major reasons, he said, is that Lumia Windows phones are “faster at the everyday tasks that busy people have to do every day.”

Ms. Harlow said Nokia and Microsoft were far along on their plans for the United States and the rest of the world. The companies’ work on Lumia devices is split among five locations: San Diego, Beijing and Taiwan and Salo and Tampere in Finland.

“We are focused on generating demand with consumers and doing the appropriate things across all media,” said Ms. Harlow, who has spent time in all Lumia locations over the last year, working with people from Microsoft and Qualcomm, which is making the chips for the phones. “We have what we believe is a comprehensive plan put together with AT&T to ensure that sales associates are knowledgeable and excited and ready to sell the story.”

Nokia is a distant No. 3 in smartphone operating systems. Its aging Symbian, the proprietary smartphone operating system that Nokia is phasing out for Windows, had only 12 percent global market share in December and it was declining fast. (Research in Motion, maker of the BlackBerry, is the other sick man of the industry, with a declining 9 percent share, according to Strategy Analytics, a research firm.)

The combined share held by Windows, which includes phones made by Nokia, HTC and Samsung, is just 1.7 percent.

A wild card will be Google’s plans for Motorola Mobility, which Google is set to acquire for $12.5 billion. Microsoft hopes that if Google converts Motorola into a high-volume global maker of Android phones, Samsung, the biggest user of Android, would be driven to another operating system — perhaps Windows.

Lee Younghee, senior vice president for global marketing of Samsung Electronics mobile products, described Samsung’s work with Google at the Mobile World Congress as a “strong partnership” but noted that Samsung had consciously followed a mixed strategy of Android, Windows and Bada, Samsung’s proprietary operating system.

“We believe that Android is a growing market,” Ms. Lee said. “We believe there are other sectors where will need a strong partnership with Google, not just in research and development, but marketing. But we can say that as long as we can maintain this business model with Google, our relationship can be well managed. I think so far we are O.K.”

Referring to Google’s purchase of Motorola, Ms. Lee confirmed that the companies’ relations were still good. “Even after their announcement,” she said.

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From: mindy19682/28/2012 9:54:28 AM
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Mobile operators look to health care for revenue boost
February 28, 2012, 9:42 AM.The heath-care industry is finding itself at the heart of the discussion about how mobile operators can find new revenue streams in the age of big data.

In an interview, Don Jones, vice president of wireless health at Qualcomm, said: “Operators are starting to figure out they can take the assets that they have and apply them to the health sector at scale. Where we are seeing this play out first is in India.”

Kim HjelmgaardThe main entrance to Fira de Barcelona, venue for the 2012 Mobile World Congress.Jones explained that the three top operators in India have pooled their thinking caps and created a new health-care-by-way-of-telecoms service that he called the “premium-price call.”

Essentially, consumers make a phone call to their physician, which the operators charge a steep price for, and then all three parties — consumer, physician, operator — mark that as a visit to the doctor.

So you pay for the health advice by making the phone call.

“That’s a very simple concept but it means the operator can capture the funds no matter whether the call is prepaid pr postpaid,” Jones said.

Plus, he added, the operator can easily divide the funds up between itself and its physician partner.

Jones said that we’re also starting to see personal medical devices such as diabetes monitors that are designed to look like consumer devices, in part because of the popularity of sleek mobile handsets and tablets.

“Health care doesn’t have a lot of cool factor to it,” he said. “Most products are designed for the doctor, not the patient.”

– Kim Hjelmgaard

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To: ggamer who wrote (109911)2/28/2012 9:56:48 AM
From: Jim Mullens
   of 147264
Gg, re: Snapdragon pricing / losing deals ??

I understand all the wins and I know QCOM sells more than any other company.

I wanted to know why they lose any deals?


I believe Slacker has explained in the past that for the top of the line (highest performance ) Smart Phone / Tablet devices, standalone APs are easier to design / test / faster to market, than integrated solutions with state of the art basebands.

Is that about to change with Q’s added R&D emphasis in this area???

You apparently “understand” Q’s chipset market dominance (I understand all the wins and I know QCOM sells more than any other company).

What are your expectations / are they set too high (100% / don't lose any deals) ) ?

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To: Jim Mullens who wrote (109941)2/28/2012 10:18:31 AM
From: ggamer
4 Recommendations   of 147264
What I don't understand is that people make a big deal bout QCOM loosing a slot in some phone. So if I am hearing everyone correctly is that QCOM loses a slot to competition because QCOM does not want to dominate the entire market and they choose not to be in every slot and in every phone. Otherwise, how can another company compete with Snapdragon? I would think that buying one ASIC that gives you both processor and baseband functionality would be cheaper, smaller, etc for the manufacturer to use.

So in summary do not worry about who got what slot because QCOM has chosen to give up the slot. Is that correct?

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To: Jim Mullens who wrote (109941)2/28/2012 10:19:49 AM
From: slacker711
5 Recommendations   of 147264
What are your expectations / are they set too high (100% / don't lose any deals) ) ?

It is insane to expect Q to win every deal. There are a ton of different metrics that might drive a handset vendor's decision making process and while Q might be the best overall, there are always going to be chips that beat them on specific points. For example, if you want to have the best GPU in your handset, Q is not going to be your chipset of choice right now.

and even if Q literally won on every single metric, they still wouldnt win every deal. There are broader strategic reasons why handset vendors want to have competition to Qualcomm.


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To: slacker711 who wrote (109936)2/28/2012 10:21:46 AM
From: slacker711
1 Recommendation   of 147264

ST-Ericsson's NovaThor L8540: 28nm Cortex A9 SoC with Integrated LTE
by Anand Lal Shimpi on 2/28/2012 3:46:00 AM
Posted in smartphones , Tablets , SoC , ST-Ericsson , LTE

ST-E is currently laying out its strategy for the company going forward, having suffered a tremendous reduction in revenue as the mobile market has changed dramatically over the past couple of years. We've seen a bit of success from ST-E already with Sony's Xperia P and U announcements, both of which are powered by ST-E's U8500 SoC. Today ST-E is announcing a new 28nm SoC with integrated LTE baseband: the NovaThor L8540.

The L8540 integrates a pair of ARM Cortex A9s running at up to 1.85GHz with a PowerVR SGX 544 GPU running at up to 500MHz. The L8540 features a dual-channel LPDDR2 memory interface. ST-E's new focus is on the mid-to-high end SoC market, but will not directly pursue the premium or entry level markets. Given the focus, you can expect to see more of these highly integrated SoCs which tend to resonate well in these mid-to-high end markets.

The L8540 supports 1080p60 video encode and decode. The baseband supports LTE (FDD/TDD) at up to 100/50Mbps, HSPA+ 42/11Mbps and TD-SCDMA. ST-E claims the L8540 includes pre-integrated connectivity support for Bluetooth, GNSS, WLAN, WiFi Direct, FM and NFC. The pre-integrated connectivity appears similar to what Qualcomm offers at 28nm with its MSM8960, which should offer some tangible power efficiency advantages for data transfers over WiFi compared to discrete 4x-nm WiFi solutions.

ST-E expects a 10% improvement in power consumption as a result of the move to an integrated 28nm SoC compared to previous 4x-nm SoC + LTE baseband solutions. I'm still not sure what to expect in terms of smartphone battery life from the move to 28nm, but I have heard that it is significant.

The Novathor L8540 will begin sampling to customers in Q3 of this year.

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