Intel, Qualcomm will speak on mobile chip development
Mike Rogoway, The Oregonian By Mike Rogoway, The Oregonian
on March 15, 2013 at 11:55 AM
Few companies illustrate the impact of the mobile computing revolution better than Qualcomm and Intel.
Qualcomm has enjoyed a surge of business as electronics demand shifts from the PC to mobile devices, with wireless capabilities tightly integrated with microprocessors.
Sales leaped nearly 30 percent last year despite an overall poor year for the chip industry. With a market capitalization topping $110 billion, and its stock near its highest point since the XXXXX era, Qualcomm surpassed Intel last year as the world's most valuable semiconductor company.
Intel's sales are more than double Qualcomm's, but those revenues -- and its share price -- are stagnant. Reliant on the slumbering PC industry, Intel has been unable to gain traction in the mobile market.
Another big difference: Intel makes its own chips, and bears the cost of all its technology upgrades. Qualcomm contracts that work out. Over time, Intel's manufacturing prowess may give it an advantage -- but that's a long game.
The contrasting visions will be on stark display May 1 at a breakfast forum organized by SEMI, a trade group of chip industry suppliers.
The event pairs Qualcomm director of business development Samir Kumar with Rohit Vidwans, director of products for Atom -- Intel's mobile chip.
The May 1 event, at Intel's Ronler Acres campus in Hillsboro, begins at 8 a.m. Advance tickets are $55 for SEMI members, or $75 for nonmembers. (Prices go up $20 after April 17.)