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Can MediTek Win With Amazon?
According to the Taiwan Economic Daily, the chipmaker will supply SoCs for upcoming Amazon tablets. Details are sketchy and it is unclear whether MediaTek has landed an order for all Kindle Fire SKUs or just one of them. The paper claims MediaTek will start shipping the chips later this year, but we have no way of confirming or denying the report.
The chip in question appears to be the MT8135. It is a mid-range big.LITTLE part announced last year and it features two Cortex A15 and two Cortex A7 CPU cores. The GPU comes from Imagination and it’s the relatively fresh PowerVR G6200. The GPU is capable of churning out 83.2 GFLOPS at 650MHz, depending on the configuration of course.
It sounds like a decent all-round SoC, with a substantially faster GPU than previous MediaTek offerings in the same segment, which were powered by venerable SGX 54x and Mali 400/450 GPUs.
Information is limited and we can’t say for sure whether or not MediaTek actually landed the deal, or whether the deal includes more than a single Kindle Fire SKU. If true, it is a big coup for the Taiwan-based chipmaker, as Amazon ships up to two million Kindle tablets each quarter.
It would also help MediaTek’s ambitious tablet plans. The company hopes to double shipments of tablet-centric SoC products this year.
Can Qualcomm Move Forward?
Qualcomm has posted its smallest quarterly revenue increase since 2010, which saw its share price plummeting five percent in after hours trading.
Qualcomm reported its second quarter earnings on Wednesday for the three months to 30 March, and its revenue rose to $6.37bn during the period, up four percent from a year ago, with net profit up five percent to $1.97bn.
However, that was the smallest year over year percentage increase since the June quarter of 2010, when revenue declined by two percent, and was far lower than the quarterly growth rates of over 20 percent that Qualcomm investors have seen previously.
“We delivered another solid quarter, driven by demand for our leading multimode 3G/LTE chipset solutions and record licensing revenues,” said Qualcomm CEO Steve Mollenkopf in the earnings report, not mentioning that earnings reflected a much lower increase than seen in recent quarters.
“Looking forward, we are pleased to be raising our earnings per share guidance for the fiscal year. We continue to see increasing demand for our industry-leading chipsets and strong growth in calendar year 2014 of 3G/4G smartphones around the world.”
Qualcomm also forecast sales of between $6.2bn and $6.8bn for the April to June quarter, with the low end of that estimate representing a decline of one percent from a year ago.
It’s probable that while growing smartphone penetration in emerging markets is helping to keep the firm’s unit sales high, it’s also having an negative effect on Qualcomm’s average selling price (ASP) levels of mobile chipsets and devices.
Following Qualcomm’s earnings report, analysts said that the dip in revenue was attributable to a decline in sales in China as the country’s biggest network, China Mobile, prepares to launch a faster network with 4G, or LTE, technology, and customers are anticipating the launch before buying new smartphones.
Qualcomm now expects to make a profit of between $5 and $5.25 per share, five cents above its earlier projection, the firm said.
MediaTek To Offer New LTE SoC
MediaTek has shown off one of its most interesting SoC designs to date at the China Electronic Information Expo. The MT6595 was announced a while ago, but this is apparently the first time MediaTek showcased it in action.
It is a big.LITTLE octa-core with integrated LTE support. It has four Cortex A17 cores backed by four Cortex A7 cores and it can hit 2.2GHz. The GPU of choice is the PowerVR G6200. It supports 2K4K video playback and recording, as well as H.265. It can deal with a 20-megapixel camera, too.
The really interesting bit is the modem. It can handle TD-LTE/FDD-LTE/WCDMA/TD-SCDMA/GSM networks, hence the company claims it is the first octa-core with on board LTE. Qualcomm has already announced an LTE-enabled octa-core, but it won’t be ready anytime soon. The MT6595 will – it is expected to show up in actual devices very soon.
Of course, MediaTek is going after a different market. Qualcomm is building the meanest possible chip with four 64-bit Cortex A57 cores and four A53 cores, while MediaTek is keeping the MT6595 somewhat simpler, with smaller 32-bit cores.
Samsung Goes HSA
It seems that the IFA 2012 show in Berlin was a good show for AMD as well, or to be precise, it was good for the HSA (Heterogeneous System Architecture) Foundation founded by AMD, ARM, Texas Instruments, Imagination and Mediatek. Samsung has joined up alongside six new members.
The HSA Foundation was created back in June at AMD’s Fusion Developer Summit as a foundation that will deliver new user experiences through advances in computing architectures in order to improve power efficiency, performance, programmability, portability across computing devices and general support of software across a broad spectrum of devices in order to remove the need for code rewriting for various different platforms.
Senior Manager of Technology Marketing at AMD, Sasa Marinkovic, noted on the AMD blog that there is no doubt that the HSA Foundation is off to a good start and in addition to Samsung, they are more than happy to welcome six additional companies including Apical, Arteris, MulticoreWare, Sonics, Symbio and Vivante.
Will Chipmakers Make Cuts This Year?
Gartner is warning that worldwide wafer fab equipment spending is on pace to total $33 billion in 2012 which is a decline of 8.9 percent from 2011.
Gartner analysts warned that this is a sign of an industry in downturn and said the market will return to growth in 2013 with WFE spending projected to surpass $35.4 billion, a 7.4 percent increase from 2012. Bob Johnson, research vice president at Gartner said 2012 spending was strong at the beginning of the year, as foundries and other logic manufacturers ramped up sub-30-nm production.
AMD, ARM And Others Form HSA Chip Foundation
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AMD, ARM, Imagination Technologies, Mediatek and Texas Instruments have signed up to create the Heterogeneous System Architecture Foundation (HSAF).
AMD has been pushing its vision for heterogeneous computing, where CPUs and GPUs can share system resources such as memory allowing developers to treat any processing core as a black box. Now the firm has managed to rope in ARM, Imagination Technologies, Mediatek and Texas Instruments to create the non-profit HSAF.
According to AMD, HSAF will try to define a hardware specification for developers to standardise upon, which should make development quicker and easier.
Phil Rogers, HSAF president and AMD corporate fellow said, “HSA [heterogeneous system architecture] moves the industry beyond the constraints of the legacy system architecture of the past 25-plus years that is now stifling software innovations. By aiming HSA squarely at the needs of the software developer, we have designed a common hardware platform for high performance, energy efficient solutions. HSA is unlocking a new realm of possibilities across PCs, smartphones, tablets and ultrathin notebooks, as well as the innovative supercomputers and cloud services that define the modern computing experience.”
AMD has scored something of a coup by getting big names such as ARM, Imagination and Texas Instruments to back its vision of a heterogeneous system architecture. Although the company has been struggling in outright performance terms against Intel, the idea of a combining CPU and GPU resources and making them appear as one to the application is something that will help it leverage its GPU compute capability against Intel.