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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.
Did Qualcomm Snub Intel?
Earlier this year Intel made a lot of noise about leasing its foundries to third parties, but at least one big played does not appear to be interested.
Speaking at a tech conference, Qualcomm CEO Paul Jacobs said his company is not interested in using Intel fabs and that it will continue to cooperate with established foundries like TSMC.
Jacobs argued that Intel is great at building huge volumes of equally huge cores, but TSMC is a tad more flexible. He pointed out that foundries like TSMC can run build multiple different products simultaneously, controlling the process using software.
“Intel is famous, has been known for having a copy-exact model, so they need very large volumes of a particular chip to run through that,” Jacobs said, reports ITProPortal.
However, Jacobs did point out that he was glad to hear Intel is joining the foundry space and that it will be interesting to see how it plays out.
Is Qualcomm’s Adreno 400 Coming in 2014?
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Qualcomm’s Adreno 330 GPU will be replaced by new Adreno 400-series parts and naturally the new generation will be faster than the one that sits inside the Snapdragon 800.
Our sources are telling us that Adreno 400 is expected with the new version of Snapdragon that is set to debut in early 2014. Traditionally Qualcomm uses CES to showcase its new chips and CES 2014 starts on January 7th, so it sounds like the right time for it.
The only key detail that we learned about Adreno 400 is that despite a significant increase in GPU performance the chip won’t have a compute part and it doesn’t support OpenCL. Many will see this as a handicap, but to be honest we see limited uses for OpenCL in mobile chips, at least for now.
Nvidia’s Logan comes with Open CL 1.1 as well as Open GL 4.4 support. Adreno 330 can push 3.6 Gigapixels a second making it one of the fastest GPUs in mobile market, capable of going head to head with the Tegra 4. Adreno 400 naturally ends up faster.
Then again we expect that Logan Tegra 5 has what it takes to dominate the mobile GPU market in 2014. Let’s not forget about PowerVR 6-series parts, ARM’s recently announced Mali 700-series or Vivante’s upcoming mobile GPU designs, either.
Unlike the AMD-Nvidia duopoly in the PC GPU market, right now there are five players vying for the top spot in the mobile space and things are bound to get interesting.
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.
Will Qualcomm Be First?
We could not get the right timeframe for the launch of Qualcomm’s successor to the high-end Snapdragon 800, but there is no doubt that Qualcomm, Samsung, Nvidia and other ARM supporters are thinking about 20nm products where some of them will be based on Cortex A57.
Qualcomm has its own Krait core that can be adapted to 20nm and follow up the success of Snapdragon 600 and the soon to come Snapdragon 800. It turns out that it traditionally takes 18 to 24 months for the mobile industry to shift from one process to another and Qualcomm had its first 28nm part in April 2012, with the Snapdragon S4, used in the HTC One S. The first ever 28nm part from Qualcomm was the Snapdragon S4 MSM8260A that is now more than a year old and a relatively obsolete product.
Less than a year after the first 28nm product Qualcomm followed up with the Snapdragon 600 that is shipping in millions of high end devices right now. In a month or two it plans to release Snapdragon 800 based on new Krait 400 core and add a new core and get even better performance.
The next step is the 20nm core that should start shipping before the end of 1H 2014. We would not be surprised to see 20nm Krait demoed at CES 2014 already in January, see more of it at the Mobile World Congress in February and the volume shipment to follow in early Q2 2014. This is the expected schedule and not something we got from Qualcomm.
The only official world we got is that the new generation traditionally comes 18 to 24 months after the first iteration of a current one. This can give you an idea that Tegra 5, codenamed Logan, should show up at a similar time, along with Samsung’s 20nm Exynos.
Qualcomm surpasses AMD
May 30, 2013 by admin
Filed under Uncategorized
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It’s no secret that the mobile boom is taking a toll on makers of PC components and AMD is one of them. According to data from IC Insights, Qualcomm and Samsung have managed to pass AMD in microprocessor sales last year.
Intel still dominates the market, with $36.9 billion sales and a 65.3 percent market share. However, Qualcomm has managed to squeeze into second spot, with $5.3 billion in sales and a 9.4 percent share. Samsung ranked third, with $4.66 in sales and an 8.2 percent market share. Qualcomm and Samsung also recorded plenty of growth, 28 and 78 percent respectively.
However, AMD slumped 21 percent to take 6.4 percent of the market, with $3.6 billion in sales. It was still ahead of Freescale and Nvidia, as well as Texas Instruments and ST Ericsson.
It should be noted that about 83 percent of Samsung’s revenue came from chips churned out for Apple. In other words, had Apple built the chips on its own, it would have tied with AMD for the third spot.
TSMC Testing ARM’s Cortex A57
ARM and TSMC have manufactured the first Cortex A57 processor based on ARM’s next-gen 64-bit ARMv8 architecture.
The all new chip was fabricated on TSMC’s equally new FinFET 16nm process. The 57 is ARM’s fastest chip to date and it will go after high end tablets, and eventually it will find its place in some PCs and servers as well.
Furthermore the A57 can be coupled with frugal Cortex A53 cores in a big.LITTLE configuration. This should allow it to deliver relatively low power consumption, which is a must for tablets and smartphones. However, bear in mind that A15 cores are only now showing up in consumer products, so it might be a while before we see any devices based on the A57.
In terms of performance, ARM claims the A57 can deliver a “full laptop experience,” even when used in a smartphone connected to a screen, keyboard and mouse wirelessly. It is said to be more power efficient than the A15 and browser performance should be doubled on the A57.
It is still unclear when we’ll get to see the first A57 devices, but it seems highly unlikely that any of them will show up this year. Our best bet is mid-2014, and we are incorrigible optimists. The next big step in ARM evolution will be 20nm A15 cores with next-generation graphics, and they sound pretty exciting as well.
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.
Samsung Goes Eight Cores
It was only a matter of time before someone got the cunning idea to build an eight-core ARM chip and Samsung seems to have taken up the challenge.
The Korean giant will detail its first eight-core SoC at the International Solid State Circuits Conference in February. The 28nm part features two stitched quad-core clusters, based on A7 and A15 cores, hence the name – big.little.
The A7 cluster runs at up to 1.2GHz, while the A15 cluster can hit 1.8GHz, and it packs 2MB of L2 cache. It sounds like an intriguing concept, a bit like Nvidia’s companion core taken to the next level. The “little” cluster is tuned for energy efficiency, while the beefy A15 cluster should deliver unparalleled performance.
But what about real life applications? Eight cores sound like overkill for smartphones and even high end tablets, so it is unclear whether the big.little chip will find its way into actual products anytime soon.
Tegra 3 No Match For Adreno 320
Qualcomm’s new Snapdragon S4 Pro quad-cores are slowly starting to show up in new phone and tablet designs, and in case you’ve been following the market, you know they will be the fastest thing around until A15 parts appear.
But aside from the custom Krait core, Qualcomm’s new chips feature new Adreno 3 series graphics and judging by some early benchmarks, this is a match made in heaven.
Tom’s Hardware put the new graphics core to the test, with some very impressive results. Basically Adreno 320 blows the competition out of the water. However, it does not manage to surpass the huge SGX543MP4, used on the third generation iPad.
In GLBenchmark 2.1 the SGX543MP4 ranks first, with 251 and 139 points in Pro and Egypt tests. Adreno 320 comes in second, with 191/137, the SGX543MP2 scores 147/90, while the Tegra 3 TL30 scores 82/63. However, in fill rate tests Adreno 320 trails both the SGX543MP4 and SGX543MP2, but it is still miles ahead of the Tegra 3, SGX540 and Adreno 225.
However, in off-screen GLBench 2.5 Adreno 320 manages to squeeze ahead of SGX543 parts and the rest of the competition, but once again it loses in fill rate tests.