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  • As far as Qualcomm (QCOM) is concerned, Samsung's reported Galaxy S4 order cuts aren't a problem, says Morgan Stanley. The firm thinks the S4 weakness is being compensated by strength in the mid-range, where Qualcomm has more share, and thinks the company's June quarter is on track. Qualcomm is the biggest chip supplier for S4 models featuring a Qualcomm app processor - iFixit found 6 Qualcomm chips in the U.S. version - but Samsung's Exynos 5 Octa processor is used in many international units. [View news story]
    I understand that Samsung has Exynos performance or even yield issues in 28nm node

    There are even estimates thet its 2013 volume will be below 2012 level. If true -- this would clearly benefit other processor suppliers to Samsung
    Jun 11, 2013. 10:10 PM | Likes Like |Link to Comment
  • King Intel? Not So Fast [View article]
    ...."That is a rather big disadvantage, we'd say that unless you really need legacy Windows software (for which there is no Android equivalent)"...
    "...Perhaps the new Atom based processor (Silvermont) could make the final leap...."

    So - what is the point here? We know that media consuming devices (Ts) are VERY attractive to consumers. We also know that MSFT office is for now a MUST for content generation - here Intel wins.
    The question is - will Intel SoC Atom in 14nm be able to be at least adequate in both applications against ARM-based devices -- you have not addressed the question, I believe
    Jun 7, 2013. 07:30 PM | Likes Like |Link to Comment
  • Intel Works To Develop Monolithic Integration Of Wifi And RF, Part I [View article]
    Thank you - a good article capturing what is to come. Two items:

    -- Note that Intel management has been for several years stating that wireless is the key in communication for any device
    -- About six months ago or so Intel reported a major technological breakthrough -- it developed an entire Wi-Wi in digital domain only -- hence scalable and likely deployed in 14nm Atom in 2014

    Hence Intel can have a wireless Wi-Fi connection built-in in every Atom -- and fully scalable in finer nodes.

    Please note that this is ENTIRELY different from Qualcomm's (and now MediaTek's also) approach.
    -- Qualcomm integrated digital connectivity portion (basebands - BBs) of Wi-Fi, BT, GPS into its phone BB processors - be it SA or integrated with AP.
    -- Hence QTI can also achieve benefits of scaling (smaller die) but -- only of digital portion of connectivity (BBs).
    -- Both QTI and MTK still have two RF ICs -- one for phone XCVR the other for Connectivity (WiFi, BR, GPS, other) XCVRs. And both are in older nodes - not in 28nm but instead in 65 or 45nm... and -- they will not go into smaller nodes any time soon - analog IC "do not like" doing that...

    In Summary:
    A wireless Atom - an Wi-Fi in Atom - fully scalable to 14nm and beyond -- could provide Intel with a major competitive advantage.
    Jun 6, 2013. 08:30 PM | 3 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) has been meeting with investors to temper Galaxy S4 expectations, and the consensus for Q2 and Q3 S4 sales has fallen to 20M/quarter from a prior 25M and 30M, writes Susquehanna. The firm adds Samsung is now placing a greater emphasis on mid-range sales (Chinese OEMs have been competing aggressively here), and sees lower S4 estimates as a negative for Broadcom (BRCM) and Maxim (MXIM). PANL, RFMD, SYNA, and ANAD could also be affected. On the flip side, Canaccord believes S4 sales have passed iPhone sales at Verizon, Sprint, and T-Mobile USA, and RBC offered an upbeat forecast last week. [View news story]
    This is very useful - thank you.

    Do you have ANY good estimates for Samsung Exynos unit sales?

    -- How many in 2012?
    -- How many in 2013 or in any quarter

    Numbers I see are very conflicting to each other and unrealistic

    Many thanks in advance !!
    Jun 6, 2013. 07:41 PM | Likes Like |Link to Comment
  • Why Google Chrome Will Crack Windows [View article]
    One can only agree with the analysis -- possibly a winning strategy against MSFT with hi-speed Cloud connection.
    Also Motorola Mobile can offer high performance smartphones -- reducing profits at Apple and Google

    However, there are more and more concerns abour Google's role in the society -- especially Eric Schmidt thinking -- see a recent NYT Opinion section:http://nyti.ms/15CnkFC
    Jun 5, 2013. 08:47 PM | Likes Like |Link to Comment
  • Recent Motions For Summary Judgment By ParkerVision And Qualcomm [View article]
    Thanks
    It would have been useful if you could comment anything on ParkerVision supposed technology - does anybody understands any of it?
    May 29, 2013. 09:41 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    Thank you for the resolute article. Although I have a track-record of my comments being removed by moderators (comments to Ashraf's pro-Intel ruminations) I will try one more time.

    FinFET have been research programs for many, many years including at IBM, TSMC, etc. - Intel however was the first to commercialize them.

    EETimes just gave the "father" name for FinFET to former CTO of TSMC in a title about Kaufman award...

    Father of the FinFET lands Kaufman award
    Peter Clarke
    4/4/2013 7:56 AM EDT
    http://bit.ly/19YyRj6
    LONDON – Professor Chenming Hu of the Graduate School at the University of California, Berkeley, has been announced as this year's recipient of the Phil Kaufman award.
    May 21, 2013. 01:17 AM | Likes Like |Link to Comment
  • Why A Budget iPhone Is A Great Idea: 4 Reasons [View article]
    An excellent article. Since China and all its business entities, including network carriers, still operate in a "command economy" there is also another possible angle.
    A deal with China Mobile could also include Apple using a standalone TD-LTE baseband, transceiver and power mngmt IC from a mainland China vendor and fabricated in China's foundry - instead of Qualcomm.
    The IC industry is of economic and national strategic interest to China -- such a deal could be a win-win for both sides...
    May 9, 2013. 08:26 PM | 1 Like Like |Link to Comment
  • Can Intel's Foundry Services Move The Needle? [View article]
    Re TI -- I think that the article is correct - although TI is definitely not fabless it is fabless in very advanced nodes (like almost every ither IC vendor)

    The article, however, states that Intel has a very large and even increasing advantage in advanced nodes (processing and fabrication). That has definitely been true in the past. However, note that both TSMC and GF have accelerated nodal pace and may be even catching up with Intel in 14nm (OK, with shortcats, but still...).

    One can make a scenario in which, with soon 2B+ processors in SPs and Ts, select foundries might have scale / volume advantage over Intel. The changes are accelerating and - the battles have only started with, for example, May 6 new architecture announcement - a music to the ears of MSFT, Nokia and Motorola Mobile/Google. And by 2018 we will be in an entirely new world of 450mm wafers and 7nm node.... Intel's selection for the new CEO was very prudent
    May 7, 2013. 08:14 PM | Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    Ashraf: ...."I still think that phones may be a little thorny as modems are arguably more important in this space than apps processors and Qualcomm is still the leader there, with Nvidia (NVDA) and Broadcom (BRCM) also offering strong solutions.....

    I still don't understand that nobody even mentions that Intel is among industry leaders in phone BBs (phone modems) and that they have LTE BB... The two processors can be package- or silicon-integrated...
    May 6, 2013. 08:23 PM | Likes Like |Link to Comment
  • Intel Drops An Atomic Bomb On ARM's 'Abomination' [View article]
    hmm - are you unaware of Intel's LTE BB?
    May 6, 2013. 04:47 PM | Likes Like |Link to Comment
  • Intel: Silvermont - The ARM Killer [View article]
    When you write tablet - do you mean a tablet or a hybrid (which is the next form-factor of notebook)
    The two are apples and oranges

    Intel will try to go for Smartphones, of course.
    But the vocabulary used for UltrabookTM, hybrid/convertible, and tablet should clarified. Otherwise terminology used becomes like a hot-dog - it can be bent in all directions and used for whatever agenda is

    Many thanks in advance
    May 4, 2013. 07:54 AM | Likes Like |Link to Comment
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