% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • dkitt Nov 6, 2011 8:04 PM Flag

    Intel’s 4G LTE problems (part 1)

    If you ask the question:

    ‘What chipsets will power the mobile devices that are going to run on the next generation Long Term Evolution (LTE) 4G Advanced networks that the major network service providers worldwide are now spending billions constructing’, you would notice that Intel, the largest semi-conductor manufacturer in the world by revenue, is not now sitting at the table. Intel dominates the processor market for PCs but the mobile chipset market eludes it.

    The current crop of super phones and mobile devices are probably only a couple of design cycles away from true 4G LTE Advanced Release 10 products.

    --The new Apple iPhone 4S and iPad 2 gets chipsets from Qualcomm, which designs but does not manufacture its own chips, which are sent out to foundry companies. Flash memory chips are reportedly from Toshiba Corp according to TECHINSIGHTS teardown of the 4S. SEE:

    --Many Android devices are powered by Qualcomm’s Snapdragon chipsets.

    --Samsung, the number two semi-conductor manufacture runs its new Samsung Galaxy S II phones on its own chipset, the Exynos 4212 a system-on-a-chip (SoC) based on a 32-bit RISC processor, for smartphones, tablet PCs, and Netbook markets.

    --The new Nexus S GPU for Google uses Samsung’s Hummingbird chipset and Android 2.3 "Gingerbread" operating system. SEE:

    --Motorola Mobility’s (soon to be owned by Google) new Droid Rzar and Bionic, will reportedly run on Texas Instruments' OMAP4430 chipset. TI is the fourth largest semi-conductor outfit in the world.

    --Nokia’s new Lumia 800 and 710 smartphones, a product of its recent alliance with Microsoft and using MSFT’s mobile OS is switching from Intel to Qualcomm for it primary chipsets. Many of Nokia’s older phones used Intel chips. SEE:

    --RIM’s newest Blackberry models use Qualcomm’s Snapdragon chipsets.

    --HTC’s new Rezound uses Qualcomm® MSM8660 1.5 GHz, and MDM9600 chipsets.

    Intel (and AMD) has a huge problem as personal computing devices migrate rapidly away from desktop/laptop to mobile super phones and tablets.

    “Tablet computers will see an explosion in sales over the next four years, selling 60% as many units as (desktop and laptop) PCs by 2015 – and Apple's iPad will still have almost half the market by then, says the research group Gartner in a bullish forecast.”

    Last year Intel bought Infineon ($1.4 billion) for its mobile chipset technology. “Infineon had previously supplied Apple with a chip known as a baseband processor that Apple had used in combination with chips from Skyworks and Triquint to work with wireless phone networks. “Qualcomm is the big winner here,” says Andrew Rassweiler, an analyst with IHS iSuppli who conducted the teardown… “It is selling Apple a whole suite of chips that adds up to about $14 to $15 per iPhone.” “Intel spent $1.4 billion to acquire Infineon’s wireless chip operations last year in a move seen as meant to shore up its presence in the wireless phone industry overall. It has struggled to win business for its Atom line of microprocessors, which are aimed at mobile devices like smartphones and tablets.”

    Qualcomm and Samsung are eating Intel’s lunch in the mobile chipset space.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
37.75+0.430(+1.15%)Sep 30 4:00 PMEDT