Apple Analysis US Smartphone Growth

Scary news for Apple: 3G device growth in Latin America now 6x faster than in North America

By on November 8, 2012 at 1:05 PM.

Scary news for Apple: 3G device growth in Latin America now 6x faster than in North America

Last night, Qualcomm (QCOM) reported a strong quarter and revised its year 2012 estimates for 3G/4G device volumes in different geographic regions. The big bombshell was the downward revision in North American 3G device volume growth, though — Qualcomm estimates that it will be just 4% in 2012, less than half of the previous growth rate projection. More →

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Texas Instruments to shrink smartphone business

By on September 27, 2012 at 7:40 AM.

Texas Instruments to shrink smartphone business

Texas Instruments Mobile OMAP Processor Business

Texas Instruments (TXN) on Tuesday revealed plans to shift its focus away from its mobile processor business and target broader markets such as industrial clients in the car industry, Reuters reported. The company sees its processor growth slowing, although it is still profitable, and is looking to expand in order to maintain growth. In recent years, Texas Instruments has lost ground in the wireless industry to rivals Qualcomm (QCOM) and NVIDIA (NVDA), both of which also produce mobile processors. The company will continue to support its customers, however it will not invest in supporting future roadmaps to the same degree as before. More →

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Qualcomm announces Snapdragon SDK for Android

By on June 26, 2012 at 8:10 PM.

Qualcomm announces Snapdragon SDK for Android

Qualcomm Snapdragon SDK Android Announced

Qualcomm on Tuesday announced the Snapdragon software development kit for Android during the Uplinq Developers Conference. The SDK will allow mobile developers to access next-generation technology such as blink and smile detection, burst camera mode, surround sound recording, sensor gestures and indoor locations, to enhance their applications on devices equipped with a Snapdragon S4 processor. “The most powerful applications in mobile are those that are tightly integrated with the underlying hardware,” said Rob Chandhok, president of Qualcomm Internet Services and the company’s senior vice president for software strategy. “Qualcomm is always striving to enable developers and device makers to differentiate their offerings via the unique capabilities found in its industry-leading Snapdragon mobile processors. With the Snapdragon SDK for Android, developers and manufactures can now more easily utilize these features as they work to set their products apart in a crowded ecosystem.” Qualcomm’s press release follows below. More →

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Dish Network signs LTE-Advanced chipset pact with Qualcomm

By on June 12, 2012 at 12:00 AM.

Dish Network signs LTE-Advanced chipset pact with Qualcomm

Dish Network Buys Qualcomm LTE-Advanced Chipsets

It’s still a bit early to get excited about the next generation of LTE, called “LTE-Advanced,” that carriers are planning to roll out in a couple of years at the earliest. But Dish Network wants to make sure it’s keeping up with the competition, which is why it has already locked in a deal with Qualcomm to develop LTE-Advanced chipsets for future devices, reports FierceWireless. Dish has a 40MHz chunk of satellite spectrum on the 2GHz band that it’s itching to use for terrestrial LTE-Advanced services if the Federal Communications Commission gives it permission to do so later this year. For the uninitiated, LTE-Advanced will represent a major upgrade over current LTE technologies, as the International Telecommunications Union has said that LTE-Advanced will deliver average download speeds up to 100Mbps (which, coincidentally, was its original requirement for a service to be defined as “4G” before the group caved to pressure from carriers and withdrew its position). More →

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Qualcomm looks to expand beyond mobile

By on June 6, 2012 at 7:40 AM.

Qualcomm looks to expand beyond mobile

Qualcomm Snapdragon TV Windows 8

Qualcomm on Tuesday revealed that it is expanding beyond mobile devices with new variants of its Snapdragon S4 processor. The company announced chips that will power HDTVs and set-top boxes, as well as PCs and various Windows 8 devices. The upcoming processors will be available in four different tiers: Prime, Pro, Plus and Play. The Snapdragon S4 Prime chip features a 1.5GHz quad-core CPU with Adreno 320 graphics and will power smart TVs, while the S4 Pro processors will power the next-generation of Windows RT tablets and laptops. The Snapdragon S4 Plus is designed for the high-end smartphone market and the S4 Play will focus on the entry level smartphone market, featuring dual-core CPUs clocked to 1.2GHz and Adreno 203 graphics. Read on for Qualcomm’s announcement. More →

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Intel’s market share surges to 10-year high

By on March 26, 2012 at 10:05 PM.

Intel’s market share surges to 10-year high

Intel in 2011 achieved its highest annual market share in more than 10 years, according to market research firm IHS iSuppli. The chipmaker’s market share increased 2.5 points to 15.6% from 13.1% in 2010. In the same year, the company’s revenue jumped 20.6%, outpacing nearly every other semiconductor supplier in the top-20 with the exception of Qualcomm. The jump represents the highest share Intel has attained since 2001, when the company reached a 14.9% market share. “Intel in 2011 captured the headlines with its major surge in growth,” said Dale Ford, head of electronics and semiconductor research for IHS. “The company’s rise was spurred by soaring demand for its PC-oriented microprocessors, and for its NAND flash memory used in consumer and wireless products. Intel’s revenue also was boosted by its acquisition of Infineon’s wireless business unit. The company’s strong rise helped it to stave off the rising challenge mounted by No. 2 semiconductor supplier Samsung Electronics Co. Ltd., which had been whittling away at Intel’s lead in recent years.” More →

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New iPad teardown now underway at iFixit [updated]

By on March 15, 2012 at 11:54 AM.

New iPad teardown now underway at iFixit [updated]

Well-known gadget repair company iFixit made its way to Australia on Thursday in order to be among the first to procure a new Apple iPad. Following a midnight launch at one Australian retailer, iFixit has managed to obtain the highly sought-after tablet and is already in the process of performing one of its famous teardowns. Gadget fans and investors alike will be watching closely as the firm reveals the manufacturers behind many of the key components found within the new tablet, and we’ll update this post as details emerge.

UPDATE: iFixit believes that the LCD panel in the iPad it is currently disassembling was manufactured by Samsung. Earlier reports stated that Samsung is the sole manufacturer of Apple’s new 9.7-inch Retina Displays, while a subsequent report claimed LG Display is also supplying panels for the new iPad. IFixit also states that the new iPad includes a 11,560 mAh battery. More →

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Nokia’s rumored 10-inch Windows 8 tablet reportedly coming in Q4

By on March 12, 2012 at 10:15 PM.

Nokia’s rumored 10-inch Windows 8 tablet reportedly coming in Q4

Nokia and Microsoft plan to continue their mobile partnership by entering into the tablet race, DigiTimes reported on Monday. According to the publication, Nokia will release a 10-inch Windows 8-powered tablet with a dual-core Qualcomm Snapdragon chip in the fourth quarter of 2012. “Nokia is expected to outsource production of the 10-inch tablets to Compal Electronics with the first batch of shipments to top 200,000 units,” noted the site’s sources. A Nokia spokesperson previously denied the Finnish vendor’s intentions to enter the tablet market. “We haven’t announced any plans anywhere in the world at this point regarding a potential tablet strategy,” the company representative said. More →

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Dual-core Windows Phone 8 handset for Sprint reportedly enters testing

By on February 29, 2012 at 9:40 PM.

Dual-core Windows Phone 8 handset for Sprint reportedly enters testing

Microsoft is testing a Windows Phone 8 handset with a dual-core 1.5GHz Qualcomm MSM8960 chipset for Sprint’s network, The Verge reported on Wednesday. Qualcomm’s Snapdragon S4 processor has posted impressive performance when powering Android devices, beating out Samsung’s Galaxy S II (Exynos) and Motorola’s Droid 4 (TI OMAP) by a wide margin in many tests. Microsoft hopes the chip will bring similar performance to the Windows Phone platform. Sprint has reportedly shared its LTE specifications with Nokia and may not introduce any further Windows Phone devices until Windows Phone 8 is launched later this year, The Verge claims. More →

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NVIDIA Tegra 3 smartphones to ship this quarter, says CEO

By on February 16, 2012 at 8:30 AM.

NVIDIA Tegra 3 smartphones to ship this quarter, says CEO

During NVIDIA’s earnings call on Wednesday, CEO Jen-Hsun Huang told investors that quad-core Tegra 3 smartphones would ship this quarter. “This quarter we are expecting to ship Tegra 3 based superphones,” Huang said. “At Mobile World Congress is when we expect to announce these devices, and we expect to announce and ship them this quarter.” The company also announced that its 3G/4G LTE system on a chip will be coming to devices sometime this year. The current generation of LTE phones and tablets use radio chips that are separate from the processor, however numerous companies are looking to integrate LTE into a single chipset. “We will have shipping modems this year, hopefully sooner than later,” Huang said. NVIDIA looks to compete with Qualcomm, which plans to soon release an integrated 4G LTE Snapdragon chipset. More →

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Qualcomm performs the first successful voice-over-LTE call with handover to WCDMA

By on February 2, 2012 at 11:30 PM.

Qualcomm performs the first successful voice-over-LTE call with handover to WCDMA

Verizon, AT&T and any other LTE providers currently rely on 3G networks to carry voice phone calls. In the future, carriers hope to use voice-over-LTE (VoLTE) technology, and Qualcomm recently reached an important milestone on the road to making VoLTE a reality. Qualcomm announced on Thursday that the company had successfully completed the “first voice call handover from an LTE mobile network to a WCDMA network using Single Radio Voice Call Continuity (SRVCC).” The company, while working with Ericsson, used its own MSM8960 Snapdragon S4 chipset to power the test hardware, and the technology will be demonstrated live at this month’s Mobile World Congress in Barcelona. Read on for Qualcomm’s press release. More →

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Qualcomm reports record Q1, beats estimates with $4.68B in revenue and raises outlook

By on February 1, 2012 at 4:40 PM.

Qualcomm reports record Q1, beats estimates with $4.68B in revenue and raises outlook

Qualcomm on Wednesday reported record earnings for the first quarter of fiscal 2012. The company took in $4.68 billion in revenue, up 40% year-over-year and 14% sequentially, beating Wall Street’s estimate of $4.58 million. Qualcomm’s net income of $1.4 billion was up 20% year-over-year and 25% over the fourth quarter. The firm also managed earnings of $0.97 per share, up 18% year-over-year and ahead of the Street’s EPS estimate of $0.90. Qualcomm boosted guidance for the full year, saying it expects to report between $18.7 billion and $19.7 billion in revenue for 2012. It had previously said revenue would likely fall between $18 billion and $19 billion. “I am pleased to report another record quarter with revenues, earnings and MSM shipments reaching all-time highs, driven by our industry-leading chipset portfolio and the continued strong demand for smartphones around the world,” said Dr. Paul E. Jacobs, chairman and CEO of Qualcomm. “We are raising our revenue and earnings guidance as our broad licensing partnerships and extensive chipset roadmap, led by our integrated Snapdragon processors, position us well for strong growth in fiscal 2012. We continue to invest in innovative wireless technologies, products and services, and we are excited about the opportunities ahead as 3G and 4G continue to expand across new device types and geographies.” More →

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iPhone 5 to feature slimmer design, may operate on all 3G and 4G LTE networks

By on January 13, 2012 at 10:45 AM.

iPhone 5 to feature slimmer design, may operate on all 3G and 4G LTE networks

Apple iPhone 5 launching in Fall 2012

Apple’s next-generation iPhone will be slimmer than its current iPhone 4 and iPhone 4S models according to a new report, and it may feature a quad-mode chipset that will work across all 3G and 4G LTE networks. In a note to clients on Friday, Morgan Stanley analyst Katy Huberty wrote that Apple’s business will continue to grow despite slowing demand high-end smartphone market. Mirroring a small piece of countless reports, Huberty says Apple’s next-generation “iPhone 5″ will feature a new slimmer case. The iPhone 5 will also feature a new quad-mode chip from Qualcomm that could allow it to operate on all 3G and 4G LTE networks, Huberty wrote. Finally, the analyst says Apple will launch the next-generation iPad 3 tablet some time in the first half, at which time it will lower its price on the current iPad 2 tablet to attract a broader range of customers. BGR exclusively reported last month that Apple is preparing to launch a completely redesigned iPhone this fall with an aluminum case and a rubber or plastic bezel that will cover a new wrap-around antenna.

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