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marklihsu

marklihsu
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  • The Intel Compute Stick Is A Smart Buy [View article]
    It wouldn't surprise me if there is someone in the Apple basement maintaining a x86 build of iOS. Afterall when INTC is the only one that can continue with the grueling pace of node shrinks while not being AAPL's main competitor who else is AAPL going to turn to? AAPL could have some kind of hybrid. The switch to x86 from powerPC happened suddenly. Apple has the resources for that kind of thing.
    Apr 29, 2015. 01:16 PM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    A iPad pro would come with a "pro" price tag so it is possible that it comes with Core M. I suspect that it will be significant premium to the iPad given its larger screen and functionality.
    Apr 28, 2015. 02:46 PM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Core M could fit into the iPad pro for sure with it's rumored 13" body. There is speculation that it's the processor powering the iPad pro. I would hope so as it would be pointless to just have a larger iPad even if the processor was upclocked as there is still compatibility issues with x86 software that runs on OSX and I just can't see a "pro" being happy with iOS as the OS.
    Apr 27, 2015. 04:12 PM | 1 Like Like |Link to Comment
  • What's Wrong With Qualcomm [View article]
    Huh? Intel xmm7260 supports edge and hspa+ along with LTE. Intel had a very cost effective reliable 3G solution prior to their LTE solutions so they are more than capable of providing 2g and 3G solutions to developing markets.

    http://intel.ly/1zVg7i5
    Apr 24, 2015. 02:09 PM | 1 Like Like |Link to Comment
  • Here's Why Qualcomm Should Spin Off Hardware [View article]
    "It's not clear that Samsung's Exynos processor is built with 14 nm technology. What is clear is that Samsung's lower growth in smartphones left them with excess chip capacity and motivation to use their own processor, instead of Qualcomm's."

    Huh? It's Fauxteen nm but it is in the new phone that has already shipped.

    http://bit.ly/1DsIZVD

    For once I agree with the author. For QCT to continue they need their own fab perhaps buying GloFo? This fabless business is not going to end well for anyone not name Apple.
    Apr 23, 2015. 01:02 PM | 1 Like Like |Link to Comment
  • Samsung S6 And iPhone 6 Successes May Be A Pain For Qualcomm [View article]
    Hey look a new inflection point! The fabless model is falling apart. With Samsung producing AP as well as selling AP this is akin to Burger King making burgers for McDonald's while selling their own burgers. If you guys think this is a sustainable business model by all means keep "buying on the dips".
    Apr 22, 2015. 06:31 PM | 1 Like Like |Link to Comment
  • Samsung S6 And iPhone 6 Successes May Be A Pain For Qualcomm [View article]
    Did you get in below 67.34?
    Apr 22, 2015. 04:54 PM | 2 Likes Like |Link to Comment
  • Qualcomm: The Enemy Of My Enemy May Not Be My FRAND [View article]
    Wow baseband on the 6+ was only $13 add to that a reduced rate Qualcomm would only have enough money for taco Tuesdays. With such a possible vast reduction Janus could kill Qualcomm if their demands are met since all of a sudden it would be the chip business that supported the business and not the licensing business. With competition coming at Qualcomm attacking their entire portfolio and if this decision goes to Microsoft, along the screw up with the 810, it looks like intel is the better option going forward.
    Apr 17, 2015. 11:25 AM | 3 Likes Like |Link to Comment
  • Apple's Samsung Problem [View article]
    Buying a midsize foundry will not get Apple to the bleeding edge 28nm at best. It takes lots of engineers and time to get to the bleeding edge. GloFo is running 30% yields and they are using the same methods as Samsung which means Samsung is not doing much better than that. As I've stated before this whole Samsung GloFo deal was so Samsung can run as many wafers as possible since they knew their yields were going to be terrible. They really need Intel. I think Fab 42 would be more than sufficient for Apple's needs they just need to switch on x86 compatibility mode. It is quite interesting that Apple can't get enough components while Intel has an empty Fab. There really is not going to be another way out of this TSM cut capex recently so that route is not going to work.
    Apr 17, 2015. 10:53 AM | 2 Likes Like |Link to Comment
  • Intel: It Could Have Been Worse [View article]
    I think the Asus Padfone X will be the direction everything is heading. Basically have a smartphone that is all the guts with various docks depending on form factor needed. Maybe have multiple dormant cores that don't activate unless docked with say a desktop module. As we get down to 10 nm and 7 nm that might be possible. I would be curious at how much performance Intel could wring out of say 4 Broxton AP's working together when docked into say a desktop dock. 1 Broxton AP is already enough to surf the web and run windows on a tablet 4 working together should have a lot of horsepower. Since Intel is really good at shipping multiple core Xeons I am sure they could do something like for mobile.
    Apr 16, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • Here's Why Intel Could Sell 30 Million Smartphone Processors [View article]
    Nope 5" is the standard phone size nowadays. Hence why oem's have a 5" and a 5.5" phone. Had the note 2 for a while. It was fun at first but it was just too unwieldy after a while. The battery life started to suck after a few months as well and that was the primary factor in getting it.
    Apr 4, 2015. 08:49 PM | Likes Like |Link to Comment
  • Here's Why Intel Could Sell 30 Million Smartphone Processors [View article]
    Ok double the figures for Qualcomm and you are $8 billion short. Triple the figures for Qualcomm and you are still $3 billion short. What's your point? Someone is going to fall.
    Apr 4, 2015. 08:43 PM | Likes Like |Link to Comment
  • Here's Why Intel Could Sell 30 Million Smartphone Processors [View article]
    Tempted to upgrade to this from my Nexus 5. Not a fan of the phablet form factor though :-/
    Apr 4, 2015. 02:26 PM | Likes Like |Link to Comment
  • Here's Why Intel Could Sell 30 Million Smartphone Processors [View article]
    Actually they don't.

    "The foundry industry is spending about $25 billion per year to supply Apple and QCOM with about a total of $12 billion per year in product ($7 billion to Apple and $5 billion to QCOM) That can't work. The author should write about what a bankrupt and hopeless strategy that is. Then to make matters worse, Apple bounces their business, (or plans to) from TSMC to Samsung and back again. How can that work? "
    -Russ Fischer SA contributor

    There is not enough share to generate the scale in the long run at least not for the bleeding edge.
    Apr 4, 2015. 02:25 PM | 2 Likes Like |Link to Comment
  • Here's Why Intel Could Sell 30 Million Smartphone Processors [View article]
    If you look at all of the comments from India and China they want the high end intel model. Nobody is clamouring for the mediocre models powered by the other AP vendors. ZE551ML 2GB version is selling for $220!
    Apr 4, 2015. 01:35 PM | 1 Like Like |Link to Comment
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