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Is Qualcomm Back in The Black?
Qualcomm has had a better than expected results in its Q3 earnings, beating street and even its own estimates.
Qualcomm offered $5.2 billion to $6 billion revenue guidance and it managed to make $6 billion. Non-GAAP diluted EPS was projected at $0.90 – $1.00 and Qualcomm actually managed to make $1.16.
The MSM chip shipments were guided at 175 million to 195 million while the company actually sold 201 million of these chips.
Total reported device sales was expected to be between $52 billion and $60 billion and in reality Qualcomm scored $62.6 billion. Qualcomm shipped between 321 million to 325 million 3G/4G devices and estimated reported 3G/4G device average selling price was at $191 – $197.
There are a few reasons for such good results, the first being Samsung. The company chose Snapdragon 820 for some markets with its flagship phones. The Snapdragon 820 ended up in 115 devices and it looks like one of the strongest high end phone chips in a while.
The introduction of the Snapdragon 821 will rekindle the fire and will make some additional sales for Samsung Galaxy Note 7 and a few other high end phones including some phones from LG and others. The 4G modem business is in good shape but one has to be careful as Qualcomm might lose some of the iPhone business to Intel. Everyone wants carrier aggregation capable modems these days, that is Cat 6 and up and Qualcomm offers this from Snapdragon 430 to the Snapdragon 820.
It is interesting to notice that while Apple iPhone sales were down, Qualcomm did better mainly as when Apple declines at the high end, Qualcomm can make money from its high end Snapdragon chips.
We expect to see the announcement of Snapdragon 830 before the end of the year while devices shipping with the new chip in late Q1 2017 or early Q2 2017. As far as we know this might be the 10nm SoC but we will have to wait and see.
Qualcomm is investing heavily in improvements of 4G, current and future generations as well as a concentrated focus on 5G. From where we stand, Qualcomm still has the best chances to dominate the 5G market, especially due to the fact that 5G is an evolution of 4G with some new wave length and concepts added to it.
Last year’s loss of Samsung Galaxy S6 design win hurt a lot, and now the big customer is back, it seems that investing in a custom ARM Kryo core and dominating in Adreno graphics paid off.
Courtesy-Fud
CPU-Z Hits Android
Popular hardware identification tool CPU-Z has hit the Google Play Store. Like the PC version, the apps is completely free and it offers tons of information about your device.
It identified the SoC on board, along with the architecture and clock speed for each core. It also figures out the exact device brand, amount of RAM, storage, battery level, status and temperature. It can tap into the device’s sensor array, which is more of a gimmick than anything useful.
It’s worth noting that it is still in beta, so there might be some kinks to work out. If you’re eager to give it a go, you can find it here. https://play.google.com/store/apps/details?id=com.cpuid.cpu_z.
Qualcomm Throws $$ At Sharp
December 12, 2012 by admin
Filed under Consumer Electronics
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Qualcomm is set to make a $120m investment in troubled Japanese display maker Sharp.
Rumours had been floating around that Qualcomm was looking to make an investment in Sharp, and the display maker has confirmed the investment. Qualcomm initially will invest $60m in Sharp through its Pixtronix subsidiary by the end of 2012 to help develop Sharp’s IGZO display technology.
Qualcomm will make a further $60m investment in Sharp should the initial work on its IGZO displays seem promising. Should Qualcomm complete the $120m investment in Sharp, that will make it the single largest shareholder with around five percent of the firm, primarily due to the fact that Sharp’s share price has fallen by almost 75 percent in 2012.
While Sharp said it will work with Qualcomm on further developing its display technology, the two firms will also look at working together on developing chip fabrication technologies.
It had been reported that Intel and Dell were also sniffing around Sharp, while Hon Hai is known to be looking to make a stake in the firm, though its demand for a seat on Sharp’s board is likely the main sticking point in negotiations. Sharp has warned that its future is in doubt if it cannot secure investment to repay large debts it amassed as part of its LCD manufacturing push back in 2006 and 2007.