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Qualcomm surpasses AMD
May 30, 2013 by admin
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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.
Will Tegra 4 Help nVidia’s Financials?
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Trefis analysts believe Nvidia’s Tegra business is likely to grow over the next few years, although Nvidia won’t become a mobile chip company anytime soon.
In a note published a couple of days ago, Trefis concluded that Nvidia has managed to offset the impact of the PC slump thanks to mobile revenue. The PC market took a massive hit in 2012, and although things are looking up, Tegra could still come in handy.
Nvidia currently earns about 18 percent of its revenue from Tegra processors, which is not bad for a product that was on the drawing board just a few years ago.
“We estimate Tegra sales to grow at a CAGR of 17% until 2016. While we believe that Nvidia will manage to expand its footprint in mobile computing, we think that the increasing competition will keep its growth rate lower than the industry average,” said Trefis.
However, Trefis went on to conclude that Nvidia had more lack with tablets than smartphones. Last year it scored several big tablet design wins, but relatively few phone wins. The Tegra 4i, with integrated LTE, should lend a helping hand, but it won’t be ready for much of 2013. In addition, Nvidia is facing more pressure from Qualcomm and Samsung, while at the same time it was forced to push back the introduction of Tegra 4 due to technical issues.
Trefis believes Tegra’s contribution to Nvidia’s overall revenue could reach over 25 percent by 2019, which means the Tegra business won’t expand much in a mature smartphone market.
Nvidia has Tegra, AMD has consoles, so both outfits have something to fall back on in a slow PC market, at least for the time being.
Will Tegra 4 Launch In Q2?
Tegra 4 was supposed to be production ready in Q4 2012 and the general expectation was that CES 2013 would be marked by the launch of phones and tablets based on the new chipset.
It turns out that the chip needed another re-spin, something that usually creates a delay of roughly a quarter. We don’t know which part of the chip was to blame but our sources claim that Tegra 4 is a complex chip with a lot of components where many things can go wrong.
Nvidia dared to move to 28nm, change the core from A9 to A15 and find a way to make its LTE work. There were a lot of things that could go wrong and obviously some did.
This is why Intel first shrinks the core, for example from 32nm to 22nm, and then in its “tock” cycle goes for a newly designed core. Nvidia doesn’t have that luxury, as making a 28nm version of Tegra 3 would not be enough for the SoC market in 2013.
A few people at Nvidia have been telling us that the chip has been sampled to accounts and Nvidia is planning to have some designs announced at the Mobile World Congress. We managed to confirm this schedule with some Nvidia partners.
Will Tegra 4 Support USB 3.0?
Wayne, also known as Tegra 4 is coming out at CES 2013, or in some 10 days from now. Nvidia has an event planned days ahead of CES 2013 and the company will likely show some tablets and hybrids based on the new Tegra SoC. Let’s call Wayne Tegra 4 before it gets official.
Nvidia had Wayne ready to launch in Q4 2012 but it had to wait for partners to release the designs based on it, and most of them wanted to do it at CES 2013. European phones based on Wayne are going to show up in February, at the Mobile World Congress.
This is the first quad-core A15 design that will bring a significant performance increase over Tegra 3 and we are hearing that the four-plus-one core will deliver a bigger performance boost than Tegra 3 did over Tegra 2. Also, the fact that the new chip is 28nm and supports DDR3L also promises more efficiency.
USB 3.0 support is something that is getting us excited as usually it is quite slow to transfer anything onto tablets, phones and hybrids. USB 3.0 on tablets will significantly increase the data transfer speed and Tegra 4 will be among the first chips to feature USB 3.0 support, and many consumers will appreciate faster data transfer rates.
The other thing that got our attention is dual display support and you will be able to have two independent screens. On Tegra 3 based devices, you can only mirror the output, not display two independent screens. It could be a very interesting feature for dockable devices.
nVidia’s Tegra 4 Specs Spotted
Here is an interesting leak, just what the doctor ordered to spice up a rather slow news cycle. Chiphell has posted a slide containing a few Tegra 4 specs, but we still don’t know the clocks or a few other interesting details. Of course, the leak should be taken with a grain of salt, but the specs are more or less in line with what we were expecting all along.
Tegra 4, codenamed Wayne, is a 28nm part with revamped graphics and new ARM cores. Although the slide does not directly point to the type of ARM cores used in the design, the new chip is based on ARM’s latest A15 core. Like the Tegra 3, the new chip will also feature an additional companion core to improve energy efficiency. No surprises here really.
In terms of GPU performance, Nvidia promises to deliver a six-fold improvement over the Tegra 3 and a 20x improvement over Tegra 2 chips. Oddly enough, in spite of Nvidia’s graphics prowess, Tegra chips never featured world-beating graphics. This time around they could, thanks to the new 72-core GPU. The GPU will be able to cope with 2560×1600 screens at 120Hz, but it could also take on 4K resolutions, although details are still sketchy. At this point 4K support could only be relevant for next-generation smart TVs, with a huge price tag.
As far as other features go, Tegra 4 brings support for USB 3.0 and DDR3L dual-channel memory. The leak does not mention LTE support.
Tegra 4 will have to take on the likes of Samsung’s upcoming Exynos 5440, which should also debut in early 2013. Nvidia was first to market with a quad-core A9 chip, but this time around it will have to face off against the new Exynos and A15 quad-cores from other vendors.
Nvidia is expected to showcase the new chip at CES and we’ll be there to check it out.
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.
nVidia Soars
Nvidia has published its third quarter earnings and the results are impressive to say the least. With record revenue of $1.2 billion, Nvidia’s net income in Q3 was $209.1 million (GAAP).
Quarterly revenue is up 12.9 percent year-over-year and represents a 15.3 percent sequential bump, beating analyst expectations. However, Nvidia expects its revenue to dip to between $1.02 and $1.17 billion in the fourth quarter.
The company blames the projected slump on a declining PC market. It seems Nvidia does not expect Windows 8 will have a very positive impact on the PC market.
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.
Will Qualcomm Buy AMD?
This wild rumor is not completely without merit, as Qualcomm did acquire a piece of AMD, or AMD’s handheld graphics business to be precise, and it would not be too surprising to see Qualcomm after the whole company sometime in the future.
Samsung on the other hand is not an entirely impossible choice, but at this point it won’t be acquiring AMD either.
It looks like market players want to see the acceptance of Windows RT that will finally prove how important ARM processors really are and knowing AMD, the worst is behind them, as 2012 was the year of many chances, cancelation and anything but good execution for them.
Meanwhile Qualcomm is doing great in the ARM market, although its Snapdragon S4 line suffers from insufficient 28nm production, but due to its on-chip LTE implementation the chips are sought after, especially in the United States market.
Qualcomm Chip Issues Should End By December
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Qualcomm said it believes TSMC’s 28nm supply issues will continue until year end.
Qualcomm, which relies solely on TSMC for its 28nm chips, said it believes the supply of chips will improve, but the firm expects its 28nm supply not to be back to normal until the end of 2012.
Previously Qualcomm had poured scorn on TSMC by telling investors it is looking at rival wafer fabs to avoid supply issues in the future. Qualcomm’s CEO Paul Jacobs told Reuters once again that the firm is looking to other foundries for extra capacity, adding, “The goal is to get enough supply for everyone.”
TSMC’s 28nm process node has been tapped by a number of big name customers including AMD, Nvidia and Qualcomm, with the chip fab unable to meet demand. Since Qualcomm made the rare public admission that it wasn’t happy with the state of TSMC’s 28nm chip supply, the smart money has been on Globalfoundries picking up the slack, however nothing specific has been announced by either firm.