Oct. 8, 2013, 5:37 PM
- Angling for a larger piece of an embedded CPU market where ARM-based (ARMH) designs dominate, Intel (INTC) is launching a slew of products meant to address a space where power consumptions, size, and ease of integration often take precedence over raw performance. (PR)
- For relatively powerful embedded systems such as ATMs, kiosks, infotainment systems, and certain medical devices, Intel is launching its Atom E3800 CPU (codenamed Bay Trail-I). The E3800, available now, features built-in media-processing circuitry and supports 2-4 cores.
- Intel's tiny/low-power Quark CPU (previous), aimed at wearable/embedded devices that need minimal horsepower, features just one core clocked at up to 400 MHz. The chip begins shipping in Q1 2014.
- Intel is also creating hardware/software designs (the software comes from its McAfee and Wind River units) for "gateway devices" that provide Internet connectivity and data-sharing for legacy energy, industrial, and transportation systems. Complementary middleware and analytics tools are also promised.
- ARM is also busy improving its position within the embedded market, which has helped fuel the CPU core leader's rapid unit growth. Huge growth is expected over the next several years in the number of Internet-connected devices in operation, but estimates vary plenty.
Sep. 10, 2013, 3:59 PM
- Apple's A7 CPU, which is found inside the iPhone 5S and (perhaps in an A7X variant) should end up in future iPads, is the first ARM (ARMH +7.9%) SoC used in a consumer device to sport a 64-bit instruction set.
- Apple has already taken out a costly architectural license from ARM. But ARM receives a higher royalty rate on 64-bit chip sales. Moreover, Apple's move could spur Android SoC developers, such as Qualcomm, Nvidia, Broadcom, MediaTek, and Samsung, to embrace 64-bit.
- ARM announced its 64-bit ARMv8 architecture back in 2011. The first adopters have generally been chipmakers working on server CPUs and network processors; notable examples include AppliedMicro and LSI.
- Evercore predicted the launch of a 64-bit A-series CPU earlier this year.
Sep. 3, 2013, 1:38 PM
- ARM (ARMH +1.2%) is acquiring Cadence's (CDNS -1.3%) PANTA display controller core IP for an undisclosed sum. The acquired products include high-res display processor and display scaling coprocessor cores, both of which target high-end mobile devices and were developed in partnership with ARM.
- The products complement ARM's Mali GPU core line (seeing rapid unit growth), and give the CPU core giant one more product line to offer mobile chipmakers. The deal comes at a time when demand for high-res smartphone and tablet displays is taking off.
- Previous: ARM buys embedded device software vendor
Aug. 30, 2013, 9:41 AM
- Deutsche upgrades ARM Holdings (ARMH +0.7%) to Buy. Analyst Kai Korschelt thinks Intel fears are overblown and will have limited impact on ARM's EPS going forward.
- Bernstein upgrades Telecom Italia (TI +8.6%) to Outperform. TI is down 27.3% in the last year as the telco has been roiled by the spectre of credit downgrades and antitrust troubles.
- JPMorgan scythes a number of Chinese tech stocks: Dangdang (DANG -4.7%) to Underweight with a PT of $6.50, Youku Tudou (YOKU -1.3%) to Neutral with a PT of $23, and Sohu.com (SOHU -0.7%) to Neutral with a PT hike to $66 ($56 previous).
- JPMorgan also initiated a number of Chinese stocks: Soufun (SFUN +1.5%) with an Overweight rating and PT of $49 and YY (YY +1.1%) with an Overweight rating and PT of $47.
- Swedbank downgrades Nokia (NOK -2.4%) to Reduce.
Aug. 27, 2013, 10:29 AM
- ARM (ARMH -1.6%) has acquired Sensinode, developer of an end-to-end software platform for providing Internet connectivity and Web services for embedded devices via the low-power, low-resource 6LoWPAN standard. Terms are undisclosed. (PR)
- ARM uses a beloved IT buzzphrase, "the Internet of things," in its PR, and makes note of an IMS Research forecast predicting there will be 30B Web-connected devices by 2020.
- ARM naturally wants its CPU cores to be found inside a large portion of them; Sensinode expands the embedded software feature set ARM can bundle with its cores, as it targets applications such as wireless sensors, health monitors, and wearable computing devices.
- Though the powerful ARM CPU cores going into smartphones/tablets get more ink, the company has asserted the 30B-40B unit market for low-cost embedded chips is its biggest growth opportunity. As it is, ARM's share gains in this market (stemming heavily from microcontroller design wins) are contributing heavily to its unit shipment growth (+20% Y/Y in Q1 to 2.4B).
Aug. 21, 2013, 2:28 PM
- Digitimes reports the launch of Intel's (INTC -1.6%) 22nm Bay Trail Atom tablet CPUs (expected in Q4) will be followed by the launch of 14nm "Cherry Trail" Atom tablet CPUs in Q3 2014, and 14nm "Willow Trail" Atom tablet parts in Q4 2014.
- Intel is also expected to follow up on the launch of its 22nm Merrifield Atom smartphone CPUs (due at year's end) with 14nm "Moorefield" CPUs in 1H14, and 14nm "Morganfield" CPUs in 1H15.
- Cherry Trail is said to use Intel's next-gen Airmont CPU architecture, and Willow Trail a succeeding architecture codenamed Goldmont.
- Barron's recently noted Intel Intel wants to narrow the delay between Core (PC) and Atom CPU launches for a given architecture, as it makes an all-out effort to gain mobile CPU share from ARM-based (ARMH) suppliers such as Qualcomm (QCOM). Nvidia (NVDA), and MediaTek.
- In June, new CEO Brian Krzanich stated Atom launches could actually precede Core launches for a particular architecture in the future. Digitimes' report suggests that might just happen with Willow Trail. But it's worth noting a mere one-quarter gap between CPU architecture upgrades would be very rare for Intel.
- If Intel can ramp 14nm Atom production in 2014, it should have a process edge over its rivals, who will be at 20nm. But Intel still needs to develop chips that fuse powerful CPUs with 4G baseband modems (something Qualcomm has excelled at).
- Bay Trail has stoked cannibalization fears. Its successors could heighten them.
- Intel's 14nm Broadwell Core CPUs are expected in 2H14. Broadwell's 14nm successor, Skylake, is due in 1H15.
Jul. 24, 2013, 5:47 AM
Jul. 24, 2013, 3:04 AM
Jul. 24, 2013, 12:05 AMNotable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN | Comment!
Jul. 23, 2013, 5:30 PMNotable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN | Comment!
Jul. 12, 2013, 6:27 PMARM's (ARMH +3.7%) Q2 royalty revenue should be in a range of $117M-$134M, largely favorable to a $119M consensus, argues BofA/Merrill in a note that helped shares continue their recent rally. ARM's royalty growth has been fueled both by higher royalties per mobile processor sales (thanks to the adoption of dual/quad core processors, Cortex, and Mali), and by rising shipments of low-cost embedded chips. STMicroelectronics (STM) recently announced an ARM-based microcontroller that sells for just $0.32. Q2 results arrive on July 24. | Comment!
Jul. 9, 2013, 11:52 AMNokia (NOK +2.5%) was working on a Windows RT (MSFT +0.3%) tablet set to launch earlier this year, but cancelled the project to focus on building a Windows 8 tablet, The Verge reports. Leaked pictures of the shelved RT device suggest it had a ~10" display and 4G connectivity. OEM interest in ARM-based (ARMH) RT tablets has been waning thanks to weak initial sales, a lack of support for older Windows apps, and the availability of Win. 8 tablets with similar form factors (made possible by Intel's Clover Trail Atom CPU). Look for Nokia's Win. 8 tablet to use Intel's (INTC) upcoming Bay Trail Atom CPU. | 12 Comments
Jul. 3, 2013, 10:15 AMUBS upgrades ARM (ARMH +2.2%) to Buy, sending shares above $37. The firm argues ARM's fundamentals are unchanged in spite of its recent selloff, and touts its mobile/networking growth opportunities. UBS downgraded ARM to Neutral on Jan. 16, when shares were at $40.39. Investec upgraded ARM last week. | Comment!
Jun. 26, 2013, 9:41 AMTech ratings change roundup: 1) Mellanox (MLNX +2.7%) has been upgraded to Buy by Stifel. 2) NetGear (NTGR -4.6%) has been downgraded to Sell by Goldman. 3) ARM (ARMH +1.1%) has been upgraded to Buy by Benchmark, and to Overweight by Piper. 4) Rackspace (RAX +5%) has been upgraded to Outperform by Wells Fargo. 5) Splunk (SPLK +1.9%) has been started at Outperform by Wedbush. 6) Allot (ALLT +3.7%) has been upgraded to Outperform by Wedbush, and to Buy by Wunderlich. 7) Rubicon (RBCN -3.3%) has been downgraded to Neutral by JPMorgan. 8) Orbitz (OWW +4.1%) has been started at Buy by Ascendiant Capital. 9) Lam Research (LRCX -1.4%) has been upgraded to Buy by BofA/Merrill. 10) Adobe (ADBE +2.4%) has been upgraded to Buy by Jefferies. | Comment!
Jun. 25, 2013, 11:03 AMInvestec upgrades ARM (ARMH +1.9%) to Buy, sending shares back above $36. The firm thinks ARM's current share price implies major near-term share loss, something deemed unlikely. Shares are down 28% from a May 16 all-time high of $50.56, but still carry steep multiples. Numis downgraded ARM to Reduce last week. | 1 Comment
Jun. 19, 2013, 11:20 AMThe Street reacts favorably to Nvidia's (NVDA +7.3%) decision to license its GPU cores and related IP to other mobile processor developers, rather than simply pin its mobile hopes on Tegra sales. "If there was ever a way for Nvidia to get into Apple, the IP licensing angle is likely it," says Raymond James, which thinks the move could also limit traction for ARM's (ARMH -0.8%) Mali GPU cores. Evercore is less optimistic about Apple, stating checks point to "significant internal GPU design efforts" at the company. It views Samsung as a possibility, but adds the Korean electronics giant is "cycling through IP vendors and chip suppliers." | 3 Comments
ARMH vs. ETF Alternatives
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.
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