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From: Jim Mullens3/21/2012 12:13:17 PM
2 Recommendations   of 145643
This is brilliant, what Qualcomm was presenting – Halo, Electric Car Charging…… .

March 20, 2012

Qualcomm and Tesla: Making Electric Cars Viable

By Rob Enderle , President and Principal Analyst, Enderle Group



I was at Santana Row yesterday, a Silicon Valley shopping center designed to provide a European-like street experience and coincidently Tesla was showcasing their new lines. This was their new coupe and SUV and my wife took one look at the SUV and said “I found my new car” and my wallet let out a squeal and crawled down deeper in my pocket.

You see, I’m not a fan of electric cars because they are so impractical. However on Monday, Qualcomm presented their Halo technology that could make electric cars truly practical. Suddenly I’m interested and the combination of both days’ events suggests that electric cars could become far more practical.

Tesla: Electrical Cars Become Practical

My first experience with a Tesla was with their sports car and from the standpoint of being fun, there are few cars that are more so. However from the standpoint of being practical, there are few cars that are less practical either. What makes the car fun is the fastest 0-30 speed on the planet thanks to the electric’s ability to generate 100 percent torque from zero. If you want to dust someone at a stoplight you can do so without breaking most speed limits and it is very similar to the experience on a roller coaster.

On the other hand the car has no storage space, has no insulation to speak of (so road noise is pronounced), and it cost a whopping $120K. While range advertised at over 200 miles, this range dropped sharply the faster you drove and charging time was measured in hours not minutes and finding a place to charge the car is daunting at best.

Tesla’s new Sedan and SUV don’t quiet have the performance of the sports car but they are far more practical. They are quiet and roomy and the gull wing back doors of the SUV are breathtaking. Prices are in line with luxury cars and no long in the nose-bleed territory.

However while charging is shorter, it still is the biggest obstacle, which takes us to Qualcomm Halo.

Qualcomm Halo Dynamic Charging

This is brilliant, what Qualcomm was presenting. Qualcomm Halo was a system that could be built into parking lots and eventually roads, that could charge the cars whenever parked and handle the billing. This is contactless charging and doesn’t require exact coupling between the car and the electrical source. This is wireless charging and it uses an electrical grid that lies underneath the pavement to charge your car wirelessly wherever it is parked.

Cities could put these grids in parking places and not only automatically bill for the parking but charge the car while parked and bill for that as well. In short cities could cut down on pollutants and increase revenues associated with car use.

Companies and stores could provide charging as a benefit, rather than the cabled methods in place now, which have proven less than ideal (breakers tend to blow if too many cars are hooked to a terminal and because they are mechanical they have maintenance issues). Given this technology is largely solid state there is little maintenance beyond making sure that road or parking lot work doesn’t damage the cables and the problem of forgetting to plug the car in (a common problem with electric cars) is eventually eliminated.

Finally the mass adoption of this technology would eventually have this embedded into roads so that for long distance trips you’d never actually have to stop for gas, a clear problem for wives, but, second only to GPS systems which eliminated the need to ask for directions, a huge benefit for husbands who don’t believe in stopping for anything.

In the end electric cars could have an advantage over gas cars in fueling – you’d simply never have to ever think about fueling the car ever again.

Wrapping Up: 10 Years

Tesla has electric cars almost cooked; I could now see driving a Tesla because their new cars are far more practical than their initial line. But to truly make electric cars compelling we have to formally address the charging problem and make electric cars not just as good as gas, but far better. The Qualcomm Halo effort is a huge step in this direction. Given that I believe our addiction to gas is at the core of everything, from funding terrorists to fueling a massive trade imbalance in the US, I can think of no change more important near-term. This could change the world as we know it and sometimes changing the world is what the technology market exists to do.

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To: leochardonne who wrote (110632)3/21/2012 1:29:38 PM
From: Jim Mullens
   of 145643
Leo, re: iWallet………………………………………………………….

Thanks again for another interesting article.

Interesting Snips >>>>>>>>>>>>>>>>>>

Exchanging a bulky wallet for a sleek smartphone is a great idea, but there just isn't a solution that truly makes sense. Until now.

On March 6, the U.S. Patent and Trademark Office granted Apple a patent for a new technology called "iWallet," which is a digital platform that gives the user complete control over their subsidiary financial accounts directly on their iPhone, and also leverages Near-Field Communication (NFC) technology to complete credit card transactions on the phone as well.


I need to question QCOM IR on this.

While at the ASM I questioned QCOM IR on why, with apparently an early move into mobile banking via Firethorn / etc, others seemed to be succeeding while QCOM’s mobile banking efforts appeared stalled. I was told one of the main reasons was the banks / CC companies never signed on to the mobile wallet idea, instead each wanted exclusivity for their own brand (BOA, Amex, etc) and wouldn’t embrace this concept Apple is now promoting (and patented)… all brands.

…..”… When a user visits their profile in iWallet, they will see (all) their available credit cards attached ….”

One would think QCOM has some early IPR in this area????????????????????

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To: mindy1968 who wrote (110625)3/21/2012 1:41:16 PM
From: engineer
2 Recommendations   of 145643
oh, i don't know...

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From: Bill Wolf3/21/2012 2:23:23 PM
   of 145643
China Tops U.S. in iOS, Android Activations, Says Flurry
By Tiernan Ray

Peter Farago of mobile software market research firm Flurry today posts on the firm’s blog that China in the last couple of months has surpassed the U.S. in terms of the volume of activations of smartphones based on Apple’s (AAPL) devices and those based on Google’s (GOOG) Android operating system.

China will probably have 24% of all iOS and Android activations, versus just 21% for the U.S. By way of reference, in the month of January a year ago, the U.S. had 28% of all activations and China just 8%.

Writes Farago, “With China now activating more devices per month than the U.S., this means that the gap is closing between the two countries in terms of installed base. Not only is China already the second largest app economy, but also could eventually overtake the U.S. as the country with the largest installed base of smart device users.”

Flurry’s data are based on inferences derived from things such as applications detected running on smartphones.


Copyright 2011 Dow Jones & Company,

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From: Bill Wolf3/21/2012 2:28:44 PM
1 Recommendation   of 145643
Skyworks Looks Set Up for Big iPhone 5 Win, Says Barclays
By Tiernan Ray

Barclays Capital’s semi analyst Blayne Curtis today offers his read-through on Apple’s (AAPL) rumored “iPhone 5” based on what he observes from the various autopsies of the company’s latest iPad.

Skyworks Solutions (SWKS) will likely be the “biggest winner” in an iPhone 5, writes Curtis, who has an Overweight rating on the shares.

He concludes that because it appears the company had some significant “wins” in the new iPad, including two 3G cellular “PADS” and “the majority share of 2.4 gigahertz wireless LAN switch/low-noise amplifier.”

Those wins dovetail with what he sees as being the prospective RF layout of an iPhone 5:

From an RF perspective, we see two main changes (1) the use of dual PADs for the 3G bands and (2) the inclusion of support for both AT&T and VZ LTE – adds ~$3 in content. Decisions will not be made for another month or so but given our view on each socket, we see SWKS as the likely winner (content up 2-3x).

Curtis raised his estimate for Skwywork’s 2013 EPS to $2.41, above the Street’s $2.08. He also writes Broadcom (BRCM), Qualcomm (QCOM) and wireless test equipment maker Teradyne (TER) will be big winners in both the iPad and iPhone 5.

Avago (AVGO) and TriQuint (TQNT) appear to be seeing more subdued growth in the wireless chips they are shipping or may ship into both products, writes Curtis.

Shares of Skyworks are up 9 cents at $28.36 today.


Copyright 2011 Dow Jones & Company

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From: Bill Wolf3/21/2012 2:29:25 PM
1 Recommendation   of 145643
SPRD Relatively Better Than MediaTek in Fierce Smartphone War, Says Jefferies
By Tiernan Ray

Jefferies & Co.’s Hong Kong-based chip analyst Robert Lea today offers an update on the battle for smartphone chips between Spreadtrum (SPRD) and Taiwan’s MediaTek (2454TW), writing that while he has a Sell rating on both stocks, it would appear Spreadtrum is in a relatively better position than MediaTek.

The backdrop is that intense competition for smartphone baseband processor prices, and other IC prices, are under pressure in some segments:

Our latest checks suggest W-CDMA Smartphone ASPs are currently close to US$10, versus our Q1 estimate of US$12 and US$15+ at the beginning of Q4 2011. Within the featurephone segment, GPRS ASPs are currently in the range of US$2.00 to US$2.20, versus our Q1 estimate of US$2.40 and US$2.5 as at the beginning of Q4 2011.

Lea suggests competition is only going to intensify over the next several quarters.

Spreadtrum has gotten the jump on both MediaTek and Marvell Technology Group (MRVL) with chips for China’s home-grown “TD-SCDMA” wireless standard:

SPRD is currently sampling a new, low- cost, 40nm, 1GHz TD-SCMDA Smartphone Android IC (SC8810) to customers. SPRD’s new TD-SCMA chip will be the first 40nm, single-chip solution on the market, providing Spreadtrum with a significant cost advantage versus competitors Mediatek and Marvell, in our view.

MediaTek, meanwhile, doesn’t appear to have the goods:

We retain a negative view on Mediatek’s prospects in TD-SCDMA and see its newly launched MT6513 and MT6515 (both are dual chip) as somewhat crude, interim products that will struggle to compete against more highly integrated, low cost solutions from SPRD, MStar [Semiconductor (3697TW)] and Qualcomm (QCOM). We expect MTK’s TD-SCDMA unit shipments to be flat YoY, at best, in 2012.

Shares of MediaTek today fell $1.50 in New Taiwan dollars, or half a point, to $302.50 in Taipei trading. Spreadtrum shares today are down 22 cents, or 1.4%, at $15.17

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To: Jim Mullens who wrote (110635)3/21/2012 2:30:36 PM
From: SirWalterRalegh
1 Recommendation   of 145643

<<This is contactless charging and doesn’t require exact coupling between the car and the electrical source. This is wireless charging and it uses an electrical grid that lies underneath the pavement to charge your car wirelessly wherever it is parked. >>

Would it be dangerous to be underneath the car while it is charging from the grid?

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From: badger33/21/2012 3:00:13 PM
1 Recommendation   of 145643
LTE to all EU countries and 3G to Africa/ME (80% coverage) by 2015...

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To: SirWalterRalegh who wrote (110641)3/21/2012 3:36:05 PM
From: Jim Mullens
   of 145643
Not advised for folks w/ pacemakers / hearing aids. ???

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To: Jim Mullens who wrote (110643)3/21/2012 3:52:47 PM
From: Art Bechhoefer
   of 145643
On the other hand, the idea of wireless induction charging might open up a new field for recharging pacemaker batteries, which at present force replacement of the entire pacemaker when the battery dies.


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