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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
Qualcomm Goes LTE For Microsoft
Qualcomm has continued its friendship with Microsoft by extending its latest LTE-Advanced modem, the X12, to Windows 10 notebooks and tablets.
The chipmaker was the only major chip provider to optimize its architecture for Windows Phone, and Microsoft’s Lumia devices, which run on Snapdragon 808 and 810 chips.
The Windows 10 devices which come to market later this year will have the option to integrate cellular connectivity with the X12, X7 or X5 LTE modems, which support the Microsoft operating system’s native Mobile Broadband Interface Model (MBIM).
Qualcomm said this would give business users, in particular, a similar experience on their large-screened devices as on their smartphones, giving the particular examples of location-based services and security driving LTE usage on PCs and tablets.
Integrated cellular connectivity has not been so important for notebook users, outside of a few scenarios such as WiFi-less trains, most wireless access from notebooks, and even tablets, is over a WLAN.
Qualcomm makes WiFi chips for portable devices but it does not have such a big market share. Working with Microsoft means it could have a higher presence and a far better chance of delivering mass sales. The Surface Pro and its new Surface Book, is getting good reviews and might even be popular.
Courtesy-http://www.thegurureview.net/computing-category/qualcomm-goes-lte-for-microsoft.html
Qualcomm To Wirelessly Charge BMWs
Qualcomm has launched its new Official Safety Car for season two of the FIA’s Formula E Championship.
For those not in the know, the Formula E Championship is for electric cars, and they are no longer the milk floats that English people get stuck behind in narrow streets.
The new Official Qualcomm Safety Car is the BMW i8 but it will be charged wirelessly with an advanced Qualcomm Halo 7.2kW wireless charging system.
The Qualcomm Halo 7.2kW wireless charging system delivers twice the amount of energy to the BMW i8′s batteries per hour as compared to last year’s 3.6kW system.
This halves the full charge time, enabling the vehicle to fully charge in one hour. Employing Qualcomm Halo DD technology, with magnetic architecture optimization, ensures higher coupling coefficients and drives lower system currents, higher inefficiencies and the ability to support higher power levels.
A Qualcomm spokesman said that an open championship has encouraged teams to develop their own powertrain tech.
This ensures that the racing remains highly competitive, and it supports the goal of Formula E to advance the development of new technologies for electric vehicles and to bring those technologies, vital to sustainable mobility, to the attention of millions of people around the globe, a spokesman said.
Qualcomm’s general manager of wireless charging, Steve Pazol said Qualcomm was excited to continue its support of Formula E in this second season.
Source-http://www.thegurureview.net/computing-category/qualcomm-to-wirelessly-charge-bmws.html
Court Sides With Aereo
April 10, 2013 by admin
Filed under Consumer Electronics
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Streaming television service Aereo does not infringe the copyrights of over-the-air TV stations, and a request from several stations to shutter the New York-based service isn’t warranted, an appeals court has ruled.
The U.S. District Court for the Southern District of New York was right to deny a request for a preliminary injunction from Fox, ABC, WNET and other TV stations, the U.S. Court of Appeals for the Second Circuit ruled Monday.
The TV stations had argued Aereo, a service that allows subscribers to record and play over-the-air TV programs on Internet-connected devices, violated their so-called public performance right, their exclusive right in U.S. copyright law to “to perform the copyrighted work publicly.”
But Judge Christopher Droney, writing for the appeals court majority, noted that Aereo makes use of technology already found by courts to be legal. The service combines Aereo-designed mini TV antennas, DVRs, and a Slingbox-like streaming service, he noted.
Aereo users, by making personal copies of TV programs for their own use, were not creating public performances, Droney added.
The TV stations “have not demonstrated that they are likely to prevail on the merits on this claim in their copyright infringement action,” Droney wrote in rejecting the request for an injunction against the service. “Nor have they demonstrated serious questions as to the merits and a balance of hardships that tips decidedly in their favor.”
Aereo praised the decision. The decision “again validates that Aereo’s technology falls squarely within the law, and that’s a great thing for consumers who want more choice and flexibility in how, when and where they can watch television,” Chet Kanojia, Aereo’s CEO and founder, said in a statement.
Lawyers for the TV stations weren’t immediately available for comment.
Digital rights group Public Knowledge cheered the ruling, saying it is a “victory for consumer choice and video innovation.”
Ericcson Transfers Patents
January 21, 2013 by admin
Filed under Around The Net
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Ericsson has agreed to transfer 1,922 patents and 263 patent applications to Unwired Planet in exchange for a share in ongoing revenue that they will generate.
The transfer includes 753 U.S. patents related to 2G, 3G and LTE technologies, Unwired Planet said Thursday. Four months ago, the company owned just 200 U.S. and foreign patents, and around 75 pending patent applications.
“Our patent portfolio now extends to all layers of the telecom handset and infrastructure stack,” said Unwired Planet’s CEO Mike Mulica during a conference call. The patents cover application stores, location-based services, mobile search and mobile advertising as well as network protocols, antennas and many more topics, Mulica said.
The portfolio will continue to grow, as Ericsson has also committed to transfer a further 100 patents each year from 2014 through 2018.
Mulica said the company wants everyone who uses the patented technologies to pay a license fee. “We will use litigation when necessary,” he said.
Radio Antennas Made Fashionable
August 30, 2011 by admin
Filed under Around The Net
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Ohio State University researchers armed with sewing machines and computers have designed a way to weave radio antennas into clothing in an effort to give wearers more flexible and reliable communications capabilities.
Utilizing plastic film and metallic thread, the researchers are attempting to outfit American soldiers with better and less intrusive wireless technology, though they say the hands-free design could be applicable to others, including police, firefighters and the elderly.
The researchers outline their antenna design in the journal IEEE Antennas and Wireless Propagation Letters. They acknowledge the concept of wearable antennas isn’t new (combine what they’re doing and some of the invisibility cloak designs that would be woven into clothing and you’d really have something!).
But the OSU researchers claim their design is an improvement over past efforts in that it boosts antenna range fourfold by utilizing a computer controller that fits on a belt and works with multiple antennas that can send and receive signals in all directions. Network coding that coordinates communications among antennas also plays a key role.