2014 7m set, now claim 2015, then what 2016 ..... show me the number, don't promise the number. put it into action.
Sentiment: Strong Sell
Using QCOM means an ODM is locked into royalty payments based on total sales revenue, not even a set amount per device, for 2G and 3G even if the device is never used for 2G or 3G, like a hotspot used for LTE only. This is China's complaint. This is also the differentiation for SEQUANS LTE-only designs. Then there is also the QRD program of design assistance "reference templates" that some companies need and some don't. These are reasons MediaTek and China's own fabless design firms are making headway in multiband SoC. And these are the reasons I write and blog about the need for all countries, but especially ASEAN to accellerate the transformation to LTE-only including VoLTE. They need to transform the rules in their countries both to economize devices, then also their networks operate at 1/3 the cost of 2/3G (per industry reports), and also as a protectionist move to limit China's bonanza in 4G SoC devices and keep the playing field more level.
What does that last line mean? Take the design for the 4G LTE-only Insignia Tablet with SEQUANS' Mont Blanc chip. It pays no 2G or 3G royalties nor does it pay QRD fees. and yet it is fully Cat 4 eMBMS capable including MIMO and hotspot WiFi a,b,g,n. Now imagine what happens to phone designs when the same design approach occurs. Who needs China's new 4G multiband SoC then? These LTE chips can be used in every and any LTE market in the world with just a roaming software update. Think about how that affects market dynamics for the consumer. Think about designing for a single world market and what that means for design and fab expenses. Max performance with less cost. This is the future that is already installed in almost all major economic zones, but not turned on because these networks want a shake-down phase first. And they will need to convert phone devices to be enabled for VoLTE or replaced if they aren't capable. Almost every 4G device ever made can be used with chat apps that permit calls and video conference now.
Sentiment: Strong Buy
The new Gobi 9x45 modem supports up to 60MHz 3x carrier aggregation across TDD and FDD spectrum, and has integrated support for LTE Broadcast, VoLTE and LTE dual-SIM.
Capable of 450Mbps downlink and 100Mbps uplink speeds, it is the fifth-generation multimode and second-generation 20nm modem from Qualcomm.
In addition, a new QFE3100 enveloper tracker brings improved operational performance to the modem and better power efficiency. The chipmaker said it has been optimised for a 30 percent smaller board area.
Both products, which were unveiled at the company’s 2014 Analyst Meeting on Thursday, have been pinned for commercial release in 2015.
This morning an English language distributor of official news posted what appears to be the WLAN announcement... search title: **China Mobile to launch Wi-Fi telecom service targeting WeChat's market**
This announces **A platform of RCS** which is a huge expansion of wireless broadband services covering chat app support, photo & video distribution, and gaming.
Hotspot offerings will likely follow and this benefits our two new design win partners announced @ 3Q CC.
It does concern me that Altair has gotten design wins like ASUS, HP and D-Link, while we get a Best Buy generic tablet. Guess I am still long, because I expect an HP level announcement at some point, which means instant double. George should be on his knees working to get such a deal.
Tambora, There is a ramp in business along with a 8 million dollar cash burn. The market is more afraid of cash burn then ramp.
Sentiment: Strong Buy
been in this stock for a long time and it's such a frustrating pos. Just look at this week. Nice steady uptick only to give it almost all back in a few minutes. We are more likely to see $1 than $2.
If Altair is experiencing similar cash burn as SQNS, then Altair just got a big boost with the San Disk Investment.
SQNS use to be 3.00 and now we are talking about a piddley break out above 1.72. ?? Expectation has really went into the toilet.
Sentiment: Strong Buy
Seems like the type of strategic partnerships Georges mentioned in the cc. I wonder whether it is true that SQNS is gaining market share. If you just look at the PR, it appears that Altair is eating our lunch.
SanDisk Expands its Commitment to the ‘Connected Device’ Market with a Strategic Investment in Altair Semiconductor
SanDisk Ventures Invests in the Leading Developer of High-Performance, Single-Mode LTE Chipsets
SanDisk Corporation (NASDAQ: SNDK), a global leader in flash storage solutions, today announced that the company’s venture arm, SanDisk Ventures, has invested in Altair Semiconductor, the leading developer of high-performance, single-mode LTE chipsets. Altair’s high-performance products bring 4G LTE Internet connectivity to tablets, netbooks, USB dongles, portable hotspots, fixed routers and modems, machine-to-machine applications and other devices.
SanDisk’s investments through SanDisk Ventures enable the company to expand the possibilities of storage by advancing technologies and trends that are shaping the way that data is captured, stored, shared and managed.
“The combination of flash storage and LTE chipset technology offers the potential to deliver untethered Internet and device-to-device connectivity to a wide range of consumer electronics, and ultimately brings us closer to making the ‘Internet of Things’ (IoT) pervasive,” said Sumit Sadana, executive vice president and chief strategy officer, SanDisk. “Our strategic investment and collaboration with Altair will enable SanDisk to optimize our flash storage solutions for this important ecosystem and further strengthen our potential for growth in this highly dynamic market segment.”
Qualified for use by leading wireless carriers globally, Altair’s low-power and cost-efficient LTE chipset solutions enable a broad range of consumer and IoT devices to connect to each other as well as to the cloud. This significantly expands the potential of connected consumer and computing applications. Over 30 connected device manufacturers use Altair chips to power millions of end-user devices deployed commercially on 4G LTE networks around the world.
Any big money purchases will really move this quickly being that no institutional investors have been selling even when we were at 2.20. I think we will be moving up through the end of this year and will have a very good Christmas. My thoughts-
Sentiment: Strong Buy
I think you would be correct in that assumption. The 4G LTE change over is under way and we have a very competitive chip that is well certified. Just a matter of time and more device wins will be announced IMO-