By Tiernan Ray
CLSA Asia-Pacific Markets‘s Srini Pajjuri today reflects on attempts by chip makers Broadcom (BRCM), Intel (INTC), Marvell Technology Group (MRVL), and Nvidia (NVDA) to compete with Qualcomm (QCOM) in the baseband radio chips at the heart of wireless devices, calling the battle a “pipedream” and predicting many of the challengers will fold up without making a dent in Qualcomm’s position.
Intel hopes the subsidies will seed the market with x86 tablets, and that next year, when Broxton and SoFIA appear, it will no longer need to pay them. Those chips will be more integrated than Bay Trail. SoFIA, for example, will come in two versions, one with integrated 3G and one with both 3G and LTE.
The bill of materials cost for a Broxton tablet will be $20 less than for Bay Trail, Krzanich said. SoFIA, with its greater integration and smaller die size, will cost even less, he said.
Even with SoFIA, though, Intel will make a significant concession: The chip will be manufactured not in Intel’s own fabs but by contract manufacturer TSMC. That reflects Intel’s need to get the product out quickly, said Nathan Brookwood, principal analyst with Insight64.
”When Intel looked at all the different pieces of [intellectual property] they would need for a low-cost, integrated part, many of them are available off-the-shelf at TSMC. They realized it would be easier just to port Atom to TSMC’s 28-nanometer process,” he said
Intel has an ambitious goal for 2014: get its Atom chips into 40 million tablets, or four times the number of tablets that had Intel inside in 2013. But rather than do it by tailoring its products to what tablets now demand, the cash-rich company has another plan: pay tablet makers to use its chips.
That’s essentially what Intel is doing through a program first disclosed at its financial analyst meeting in November. Intel will pay tablet makers to cover the additional component costs of using its Bay Trail chips instead of ARM-based processors, and it will also help cover the engineering costs of designing an Intel tablet.
The Intel division that makes Bay Trail will incur a “significant increase” in its operating loss to pay for the plan, CFO Stacy Smith said at the November meeting, but the upshot is likely to be a lot more tablets based on Intel chips, potentially even from big players like Samsung.
”Basically, they’re making an investment to make up for them being slow to get into the market,” said Dean McCarron, principal analyst at Mercury Research.
brian krzanich 2
CEO Brian Krzanich shed a bit more light on the plan during Intel’s quarterly earnings call Thursday when he was asked what proportion of Intel-based tablets will be supported by its so-called “contra revenue” subsidies.
After a bit of hesitation, Krzanich said that “the majority of projects we have in 2014 use some level of contra revenue.” That confirmed what many analysts suspected: If you pick up a Bay Trail tablet this year, chances are Intel will have paid the manufacturer to cover the cost of using its chips.
Windows Embedded 8
The Windows Embedded 8 family of platforms and tools helps companies extend their operational intelligence, using their existing IT infrastructure and industry devices that securely exchange data with back-end systems. Offering the same rich, multi-touch experience as Windows 8 and Windows Phone 8, Windows Embedded 8 delivers compelling user experiences on a range of industry devices.
When you standardize all your enterprise devices on the Windows platform, you make everything simpler with a single operating and development platform; extend the power and intuitive experience of Windows 8 to specialized devices and invest in the future with a technology partner who is committed to your success. You’ll also capitalize on your existing IT investments, lowering your cost of ownership by taking advantage of your existing infrastructure, integrating new device experiences with other Microsoft assets, right out of the box. Management is streamlined because your devices work smoothly alongside PCs and servers. By customizing device experiences for your users, you enable intuitive, rich interfaces and deliver a targeted and consistent device experience
QCOM will be cross-selling into Panasonic having won their new device.....And we already know Gemalto is onboard with QCOM for M2M..........XLNT....!!!!!!!!!!!!!!!!!!!!
Panasonic joins the Windows Embedded 8 Handheld program
13 Jan 2014 3:19 PM
Posted By Garrett Clarke
Product Manager, Windows Embedded Handheld
In New York City this week, at the National Retail Federation’s Annual Convention & EXPO, there’s a lot of excitement about new technologies in the retail industry. We’re thrilled to be at the show, sharing our Windows Embedded partners’ latest and greatest devices and news.
It’s with great pleasure that I share the news that Panasonic is now part of the Windows Embedded 8 Handheld program, and will be developing new devices based on this next-generation platform. We’ll update you as Panasonic shares details about devices to be released in the future
Panasonic has unveiled a 5-inch industry-oriented tablet with phone functions that can take a beating or a dunking in water.
Aimed at users such as construction workers and delivery staff, the tablet is the latest in Panasonic’s Toughpad lineup.
It looks as sturdy as a brick and weighs about 430 grams. Aside from the 5-inch shatterproof touchscreen, the ruggedized casing houses a bar code scanner and an 8-megapixel rear camera.
The FZ-E1 version runs Windows Embedded 8 Handheld on a Qualcomm 2.3GHz processor, while the FZ-X1 runs Android 4.2.2 on a Qualcomm 1.7GHz processor.
Panasonic’s new Toughpad 5-inch rugged tablet with phone functions gets all wet at its unveiling in Tokyo on Monday.
They are the first tablets to have 3G and LTE in the Toughpad lineup, which includes seven additional tablets with screens ranging from 7 to 20 inches. The latest Toughpads can also be described as “phablets,” a recent category of tablets that have smartphone features.
The 5-inch Toughpads will first go on sale in Japan for about ¥130,000 (US$1,268), Panasonic said. The FZ-E1 will launch in June, and the FZ-X1 will launch in August.
The company also plans to launch it overseas, but it has not decided on a timeline yet.
“We believe there will be a growing market for a small-sized tablet that has phone functions,” said Yasuharu Enda, a spokesman for Panasonic System Networks, which developed the latest Toughpad. “That would replace having to handle a large tablet and a phone separately.”
Panasonic emphasized that the Toughpad can be set up to suit user needs.
“We decided to use Windows Embedded 8 Handheld instead of Windows Phone 8 because it offers more customizability,” Masaki Mutou, general manager at Panasonic System Networks’ Terminal Systems Business Unit, told a press conference in Tokyo
StoreDot, an Israel-based startup, is developing a technology that promises to charge your smartphone battery in 30 seconds. Just don't expect to get your hands on it anytime soon.
StoreDot on Monday unveiled its battery-charging prototype at Microsoft's Think Next Conference in Tel Aviv. The company showed how its technology can be used to fully charge a nearly empty Samsung Galaxy S4 within 30 seconds -- an exceedingly brief time in a world dominated by chargers that can take hours to replenish battery life.
So far, the StoreDot prototype only works with Samsung's last-gen handset. StoreDot says that it's focusing on getting its technology to work with other phones
Do not consider that the space that striker Lionel Messi once used to wish his mother a happy birthday (earning a fine of about #$%$2,000, or $2,740) now belongs to a corporation with a market value of about $120 billion. Do not wonder if Barcelona players are raising their shirts because they want to or because they have to. Definitely do not think of Barcelona goal celebrations as a return on investment. But if you must know, they are worth $8,858,678 annually, according to Eric Smallwood, an analyst who tracks these things for Front Row Marketing Services—$6,013,000 from TV exposure, $469,680 from in-stadium exposure, and $2,375,000 from surrounding promotions and publicity such as this story.
Try not to consider the cleverness of a company that makes internal parts for computers buying the inside of a shirt. Don’t think of the slogan Intel Inside. And whatever else you do, try not to remember the time Danish striker Nicklas Bendtner was fined £80,000 ($130,400) for exposing the logo of an Irish bookmaker on his underwear.
Next time you start to feel like everything that can be sold will be sold, just remember that most soccer clubs in the world do not sell the underside of their jerseys to advertisers. Most of the time, when a player lifts up his shirt to celebrate a goal, it is an act of joy that brings profit to no one. Do not fret over news that Futbol Club Barcelona, the second-richest soccer team in the world, has sold the inside of its shirts to silicon chip maker Intel (INTC) for a reported $25 million over five years.
Q3 Ends - Q4 Starts
by be_accurate • Sep 30, 2011 4:18 AM
This is the end of the $15m - $20m quarters. Revenue will grow quarter by quarter as the product transition completes, the customer base grows and the royalties start to flood in.
But don't you potatoes buy any shares - will you? I wouldn't want to see any root vegetables with sufficient wealth not to work. Your manual work is much needed.
GigaOm predicted Sprint would be the first US carrier to offer aggregated network links on its high-speed Spark LTE network by combining 40 MHz of spectrum in the 2.5 GHz frequency band