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To: leochardonne who wrote (110085)3/2/2012 12:16:00 PM
From: Jon Koplik
   of 145520
Qualcomm to NVIDIA : you got knocked on the ground with all this bullshit going down ...

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To: slacker711 who wrote (110089)3/2/2012 1:08:46 PM
From: The_Net
   of 145520
Agree. IMO, squeeze won’t be happened. With so few short, it takes only one day to cover.

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From: LEIGH73/2/2012 1:44:55 PM
   of 145520
China’s largest wireless service provider, China Mobile, said last week that it added close to 6 million subscribers in January, taking its total tally past 650 million.

The company now has more than 655 million mobile subscribers, of which about 54 million subscribe to its 3G services.

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While the carrier is well ahead of China Unicom and China Telecom in terms of overall subscriber numbers, it doesn’t enjoy the same dominance in the high growth but still young 3G market.

Could the arrival of the iPhone 4S on China Mobile’s network change that?

See our complete analysis of China Mobile here

3G market in China is an equitable mix

At less than 14%, 3G penetration in China is very low. This gives smaller wireless carriers such as China Unicom and China Telecom ample opportunity to compete with the behemoth that is China Mobile.

With more than 650 million subscribers, China Mobile is the largest wireless carrier in the world and has twice as many overall subscribers as China Unicom. But when it comes to 3G, the difference is not nearly as much. As of January, China Mobile had around 54 million 3G subscribers to around 43 million subscribed to China Unicom’s 3G network and close to 39 million on China Telecom’s 3G network.

Moreover, China Unicom has been closing the gap with China Mobile by adding a growing number of 3G subscribers every month. January saw China Mobile add 2.7 million 3G subscribers to more than 3 million that China Unicom added. The story was the same in December as well, when China Mobile added close to 3.2 million 3G subscribers to China Unicom’s 3.5 million.

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To: slacker711 who wrote (110094)3/2/2012 1:50:42 PM
From: LEIGH7
   of 145520
Slacker did not Qcom up the forecast for the whole year.

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To: slacker711 who wrote (109967)3/2/2012 3:25:06 PM
From: waitwatchwander
   of 145520
Jetbook Colour vs Mirasol, another Goodreader comparison video.

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From: Bill Wolf3/2/2012 7:32:58 PM
1 Recommendation   of 145520
Customers Howl Over AT&T Data-Use Curbs

Wireless carriers are getting increasingly forceful in their efforts to pitch mobile bandwidth as a scarce, valuable commodity—setting up a battle with consumer groups that support open-Internet rules and longtime customers who treasure their unlimited data plans.

Among U.S. carriers, AT&T Inc. is leading the charge. Its latest scuffle came on Friday, a day after the country's second-largest wireless company said its 17 million customers who subscribed to unlimited-data plans will see much slower speeds if they exceed a new monthly usage cap.

"I pay for unlimited usage, and I'm not getting it," said Jordan Hackworth, an AT&T customer in Salem, Ore. "Why would I stay with a carrier that doesn't respect that?"

For now, less than 5% of AT&T's smartphone customers exceed the new three-gigabyte monthly cap put in place by the carrier. But as wireless technology gets faster and data-heavy services like mobile video proliferate, the question of who pays the price for expensive networks—and how much the phone companies are able to profit from them—is increasingly taking center stage in the mobile industry.

AT&T has tried to put the onus on Washington, insisting that the push by antitrust enforcers and regulators to block the company's $39 billion takeover last year of rival carrier T-Mobile USA hurt its effort to bolster its network. AT&T said the deal would have given it more access to the wireless airwaves that carry mobile traffic and lashed out at regulators after the deal was killed in December.

"In a capacity-constrained environment, usage-based data plans, increased pricing, managing the speeds of the highest volume users—these are all logical and necessary steps to manage utilization," Chief Executive Randall Stephenson said in a January conference call with analysts.

Critics and government officials argue AT&T can improve its network by investing in more infrastructure and making better use of its wireless spectrum. And AT&T and other wireless carriers caught a break in Washington last month after Congress approved new auctions of spectrum currently held by television broadcasters.

The broader problem for AT&T and other wireless carriers is that even as smartphones boom, other companies—from hardware and software makers like Apple Inc. to the app developers and Internet companies who make money from mobile services—are managing to extract a lot of the profits from the mobile ecosystem.

That is why earlier this week AT&T floated another way it can get paid: by charging app developers and content providers for the data their products use, in exchange for making the wireless delivery of those apps and videos free to consumers. In an interview, an AT&T executive pitched the product as toll-free calling for the mobile-broadband world and said the company hoped to roll out the service next year. Critics said such an offering would shift the playing field of the mobile Web, hampering cash-strapped start-ups trying to compete with established players that have the cash to pay AT&T.

Around the world, mobile carriers have started to experiment with offering unlimited access to a select few websites, such as Twitter and Facebook, while charging for the rest of the Web. In the U.S., many carriers have mounted a big push to charge customers more for the more data they use.

Verizon Wireless, the largest national carrier, and T-Mobile USA, the fourth-biggest, both only sell plans that limit customers to a certain amount of high-speed mobile data per month.

Sprint Nextel Corp., the third-biggest wireless carrier, is now the only national carrier that still sells an unlimited plan—so dissatisfaction over AT&T's move this week could help it win more subscribers.

Joe Philipson, an AT&T user in Rochester, N.Y., is considering returning to Sprint even though he said he had a bad customer-service experience with the carrier when he left, disgruntled, about six years ago.

"I might have to go make a deal with the devil," he said.

The reason he may switch back: Mr. Philipson, 27, doesn't want to worry about going over a data cap as he listens to streaming music on his iPhone or uses it to watch Netflix video when on a bus or train.

Sprint struggled for years with a reputation for poor service but has won much better reviews recently, evidenced by a sharp drop in the percentage of customers leaving the carrier each quarter.

A spokesman said Sprint would welcome more customers, even ones who guzzle data.

Mr. Philipson's comments echoed those of many angry consumers who criticized AT&T on Facebook and Twitter on Friday. Some, however, were more conciliatory, arguing that customers in the smartphone age should no longer expect to be use lots of wireless data without paying for it.

Some commentators saw AT&T's new policy as more generous than its previous policy, under which it slowed Internet use for the top 5% of unlimited data users in individual markets. That vague limit sometimes resulted in users seeing their Web-surfing slowed after they had only used around two gigabytes of data.

"We're hearing from customers that they appreciate the clarity that only those who use 3GB or more of data—less than 5% of smartphone customers—are impacted," AT&T spokesman Brad Burns said.

Copyright 2012 Dow Jones & Company,

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From: leochardonne3/2/2012 8:12:57 PM
1 Recommendation   of 145520
Qualcomm's lock on LTE, or why we don't have quad-core LTE devices yet
By Dan Seifert

There were two big features that many device manufacturers were pushing hard this year at Mobile World Congress: quad-core processors and 4G LTE connectivity. However, we never saw those two features together on the same device, with the most notable example being the HTC One X, where the HSPA+ version for global markets sports NVIDIA's Tegra 3 quad-core processor, while the LTE version headed to AT&T in the States makes do with a dual-core Qualcomm chip. We went digging for more info as to why this was the case.

To start with, let's explain how the processor and cellular modem work on a mobile device. The processor, which does the heavy lifting and makes your smartphone do all of these wonderful things that we love so much, can be considered the brain of the phone. It can be accompanied by other components, such as graphics processing chips, but for the sake of simplicity, we are only going to look at the actual processor here. There are three major processor manufacturers that smartphone makers can source their chips from: Qualcomm, Texas Instruments (TI), and NVIDIA. Some manufacturers choose to use designs of their own, such as Apple with its A4 and A5, Samsung with its Exynos line, and now even Huawei with its new quad-core processor, and there are other manufacturers out there, such as Marvell, but the vast majority of device makers choose a processor made by these three for their high-end smartphones and tablets.

At the moment, only NVIDIA's quad-core Tegra 3 is shipping in quantity to manufacturers. Qualcomm is still preparing its new quad-core processors, and TI is focusing on next-gen dual-core technology chips.

While the processor is the brain of your smartphone, we can think of the cellular modem as the eyes, ears, and mouth of the device. It allows your smartphone to communicate back and forth with cellular networks and lets you access the internet, make phone calls, and send endless SMS messages while you are out and about. Cellular modems have a variety of specifications, but the ones that we see most often today support HSPA+( INFO) networks, LTE( INFO) networks, or CDMA( INFO) networks.

Some cellular modems have support for multiple types of networks at the same time, while some smartphone manufacturers include multiple modems in one device. Manufacturers of cellular modems include Qualcomm, Renesas, and ST Ericsson, among others, and certain phone manufacturers, like Motorola, also build their own custom cellular modems for their own devices, but don't offer them to competing manufacturers.

At the moment, Qualcomm is the only cellular modem manufacturer that has an LTE compatible modem that is designed for use in consumer devices - and it is integrated into its processor chipsets.

When a manufacturer designs a new smartphone, it compiles a number of components from outside manufacturers so that the device is feature complete, including a processor and cellular modem. So, at this point, you are probably asking yourself, why can't HTC just grab an LTE modem and stick it next to the NVIDIA quad-core processor, making everyone giddy with excitement in the process?

The answer is that not all modems and processors are compatible with each other, and that there are only a limited number of LTE modems available to use. Herein lies the rub, and the crux of the reason why we don't have quad-core LTE devices just yet: Qualcomm is the only manufacturer of easily-sourced LTE modems and its modems are only compatible with its own processors. Qualcomm chipsets, as they are commonly referred to, come as complete package, with the modem and processor bundled together. A manufacturer cannot use a TI, NVIDIA, or any other processor with a Qualcomm modem at this time.

I spoke to both NVIDIA and HTC to get their take on this matter. NVIDIA develops its processors to be compatible with most any modem on the market - a "plug-and-play" design. Manufacturers can pair an NVIDIA processor with an LTE, HSPA+, or CDMA modem - provided the modem they want is available when they are producing their device. NVIDIA knows that the Tegra 3 cannot be used with Qualcomm's LTE modem, so it has garnered support from companies like ST Ericsson, Renesas, and GCT Semiconductor to develop LTE modems that can be used with its plug-and-play architecture. NVIDIA also has its line of Icera modems that will eventually support LTE, though it is not saying when it expects them to be available.

Unfortunately for us, it will be some time before any of these modems are available for manufacturers to use, so that is why we didn't see any Tegra 3 devices with LTE support at Mobile World Congress this year except for a one-off device made by Fujitsu for the Japanese market (Fujitsu designed its own LTE modem to work with the Tegra 3). Motorola has built its own LTE modems already - they are used in all of its current LTE devices - but the company was a no-show at Mobile World Congress and didn't announce anything with a Tegra 3 processor inside.

When I asked HTC specifically as to why it used a dual-core modem in the LTE version of the One X smartphone, chief product manager Kouji Kodera said that for the markets where the LTE version of the One X is headed (read: the U.S.), LTE connectivity was much more important than anything else, and basic HSPA+ just would not do. In order to deliver the One X in a timely manner, it had to use a dual-core Qualcomm processor to have LTE connectivity in the device, since it cannot build its own cellular modems from scratch. For those that are concerned about performance with the dual-core chip, Kodera said that HTC did not see an appreciable difference in performance between the Qualcomm Snapdragon S4 processor and the quad-core NVIDIA Tegra 3 processor when it was designing the device. It should be noted, though, that the Tegra 3 version will have access to certain high-end games, while the dual-core version will not.

HTC wasn't the only one stuck in this position at MWC: both LG and ASUS announced new LTE devices with dual-core processors next to devices with NVIDIA's Tegra 3 quad-core processor and HSPA+ connectivity. LG's new flagship, the Optimus 4X HD, has a Tegra 3, but lacks LTE, while the Tegra 3-equipped versions of ASUS's Transfomer line of tablets also lack LTE connectivity.

Qualcomm was indeed demoing new quad-core processors at Mobile World Congress, but it did not say when we would see these in devices. These new quad-core processors are sure to be compatible with Qualcomm's LTE modems. TI also has quad-core on its radar, but its main focus right now is on its ARM A15-based OMAP5 dual-core processors, which purportedly offer better performance than NVIDIA's quad-core Tegra 3 (for more on this, check out Michael's excellent write-up on it from earlier this week).

LTE will be headed to quad-core devices in the future - there is no doubt about that. The work being done by ST Ericsson, Renesas, and GCT Semiconductor, along with the Icera team over at NVIDIA, will hopefully put more LTE modems on the market before long. And eventually Qualcomm will release its own quad-core processors that use its LTE modems. But, for now, if you want to get your quad-core fix, you will have to make do with something less than LTE connectivity.

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To: leochardonne who wrote (110101)3/2/2012 8:44:34 PM
From: V-Tach
1 Recommendation   of 145520
"Qualcomm chipsets, as they are commonly referred to, come as complete package, with the modem (LTE) and processor bundled together. A manufacturer cannot use a TI, NVIDIA, or any other processor with a Qualcomm modem (LTE) at this time."

What dose this say about the ipad 3???

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To: leochardonne who wrote (110101)3/2/2012 9:28:37 PM
From: slacker711
2 Recommendations   of 145520
Qualcomm chipsets, as they are commonly referred to, come as complete package, with the modem and processor bundled together. A manufacturer cannot use a TI, NVIDIA, or any other processor with a Qualcomm modem at this time.

The part I dont get is why nobody has used a LTE MDM chipset with the nVidia processor (or Exynos). Has Q done something to make their MDM chipset incompatible with those apps processors?

Hmmm, speaking of which, I wonder who provides the modem in the HSPA version of the HTC One X chipset....


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To: slacker711 who wrote (110103)3/3/2012 3:14:53 AM
From: JeffreyHF
   of 145520
I think the author is wrong, just as he is wrong that four cores are necessarily better than two. Tegra 3 is incapable of handling LTE at this time, thus preventing a GOBI w/LTE pairing.

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