First real chances for Marvell on the tablet and smartphone fronts

especially because: Kinoma is now the marvellous software owned by Marvell  [Feb 15, 2011]

Update [Aug 21, 2012]ZTE’s U880 is based on Marvell’s then market leading PXA920 single chip SoC, and was introduced a year ago at a list price of ¥1499 – US$235 but the street price came down to ¥958 – US$150 in October and now it is as low as ¥699 – US$110 [Aug 21, 2012], actually on Amazon in China (see: http://detail.zol.com.cn/cell_phone/index284242.shtml). ZTE achieved U880 sales of more than 3 million by May 15, 2012 by which it was the star TD smartphone as per 中国移动将推全频段TD终端 普及HSUPA report from Communications World Network.
End of update

Earlier updates: – Marvell Technology Group Hones Edge [Seeking Alpha, Jan 19, 2012]

For investors the last few years with Marvell have been tough. The stock pays no dividend. After splitting in 2004 and again in 2006, the stock price entered 2007 at well over $20 per share. At the 2008 bottom it hit a low around $4.48. Today it ended sharply up at $15.12 and represents a market capitalization of $8.8 billion.

These stock price gyrations exaggerated Marvell’s changes in revenues and net income. Total 2006 (fiscal 2007) revenue was $2.24 billion, with slightly negative net income. Revenues for 2010 (fiscal year 2011, ending January 29) were up to $3.6 billion, with net income hitting $904 million. This fiscal year 2012 revenues are trending towards $3.45 billion, but with just $690 million net income.

Meanwhile the main good news has been the rapid ramping of sales of Marvell-processor based smartphones in China. Marvell’s chips not only include the processor, but most of the functions needed to run a smartphone (graphics, cellular modem, wi-fi, bluetooth). Thus while brand-happy Chinese are dying (almost literally) to get iPhones, the middle-class masses are buying Android based smartphones that run on a new high-speed, invented-in-China protocol, TD. The ramp in revenue from this in calendar 2012 will be substantial, and the baseline should be noted in the Q4 report due in early March.

Which brings us back to CES (and leaves out Marvell’s leading enterprise-grade Wi-Fi and wired internet switch chips). I can only hit highlights, so many products were introduced.

Foremost, Google (GOOG) chose Marvell’s ARMADA 1500 HD Media System-on-Chip (SoC) for the next generation of Google TV. While there is no guarantee that Google TV will become a mass market product, it does much to validate the hundreds of millions of dollars Marvell has invested in research and development for ARMADA and related technologies. ARMADA is ARM-based and contains many of the same technologies used with smartphones and tablets. Google has worked closely with NVIDIA (NVDA), Qualcomm (QCOM) and other ARM-based chip designers; this is a clear sign Marvell is also in the inner circle. The ARMADA chip series has been adopted by OEMs for a wide range of consumer and business appliance applications. See also ARMADA and PXA application processors.

Plug computers are a Marvell invention: inexpensive, small but powerful computers that plug directly into electric sockets and can act as local servers. SMILE plugs are designed to connect a classroom of up to 60 students and complement the One Laptop per Child program and Marvell ARMADA based low cost, low power tablet computers. This is mainly for developing nations, but given funding shortages should be considered by U.S. schools as well.

In storage, much has been said about replacing hard drives with SSDs, and PCs with Flash-based tablets. Change has come slowly. Marvell already leads in SSD controller chips. Now it introduced a chip that attached through PCIe, an existing, faster port than the standard SATA disk port. Everyone agrees this will be popular. Alternately another chip allows for an SSD and hard drive to function together better, to lower response times while keeping bulk storage costs low.

Consumer home connectivity and automation were addressed by several products. New models of Avastar wireless chips make it easier for all sorts of devices to connect, including Internet phones and video surveillance. Lighting with LEDs was specifically addressed with new, automation-ready chips. The Smart Energy Platform, a combination of a wireless microcontroller and management software, is aimed at lowering price points for energy-conscious appliances in the home.

Except for Google, OEMs will make their own announcements as branded products become available this year.

I will wait on management’s Q4 fiscal 2012 in early March before trying to estimate directionality for the new year. Technology is rapidly evolving. More individual devices mean more information needs to be stored in the cloud, requiring in turn more HDD storage and connectivity. All these trends favor Marvell, but competitors will be gunning for the same revenue and profits.

What do I think would most enhance shareholder value? A dividend. As of last quarter Marvell had 2.4 billion in cash, no debt, and cash flow of $262 million. Marvell has used its cash mainly for stock buy backs, and is likely to continue to do so.

China Outstrips U.S. in Smartphone Market [Nov 23, 2011]

Deliveries of smart phones to operators and retailers in China grew 58% in the third quarter from the previous quarter to 24 million units. That surpassed 23 million units delivered to the U.S. market, down 7% from the previous quarter …

Nokia Corp. had the largest share of China’s smartphone market in the third quarter, with 29%. … Samsung Electronics Co. Ltd. is chasing hard with 18% of the Chinese market …

Strategy Analytics estimates that 57% of the world’s handsets were manufactured in China in 2010. … two of Nokia’s eight production facilities are based in China and the company said China is also one of its bigger suppliers of mobile handset components. …

TD-SCDMA: US$3B into the network (by the end of 2012) and 6 million phones procured (just in October) [Oct 18, 2011]: meaning a mature TD-SCDMA market (finally) with 627 million potential customers of which only 6.4% are on the 3G
Marvell, Lenovo and China Mobile Team Up To Drive Mass Market Adoption of China’s 3G TD-SCDMA Smartphones [Oct 26, 2011]

Marvell (NASDAQ: MRVL), a worldwide leader in integrated silicon solutions, today announced the launch of Lenovo’s LePhone A66t, a 3.5-inch high-definition screen smartphone customized for China Mobile’s 3G TD-SCDMA market and priced in the 1,000 RMB range [US$ 157]. The LePhone A66t is powered by the Marvell® PXA918 [@624MHz] platform, the first commercially available single-chip solution that integrates a high-performance, low-power application processor with an advanced multimode modem. Marvell’s advanced low-power TD single-chip solution is designed to enable exceptional user experience for watching mobile TV, navigation, video conferencing, social networking, and other popular mobile applications. It also features the Marvell Avastar™ 88W8787 wireless solution, which is Bluetooth 3.0 and FM enabled, offering exceptional Wi-Fi range with beamforming technology, robust 802.11n connectivity and crystal clear audio quality.

“As the second largest provider of PCs and other consumer electronics worldwide, Lenovo is committed to drive the connected lifestyle for billions of consumers around the world. Our LePhone A66t is an ideal mobile device that enables consumers easy access to social networking, e-commerce, gaming and mobile TV at an affordable price of around 1,000 RMB,” said Feng Xing, vice president and general manager of business operation at Lenovo. “Our partner Marvell is one of the top semiconductor leaders that has delivered the most advanced and competitive China 3G TD-SCDMA solution. I believe the introduction of the Lenovo LePhone A66t is a game-changer for the mass adoption of China Mobile’s 3G smartphones.”

“We’re happy to see the successful collaboration between Marvell and Lenovo for creating a world-class China 3G smartphone,” said Xing Hongtao, Deputy General Manager of Marketing, China Mobile Beijing Branch. “China Mobile is very excited on the fast adoption of the advanced 1,000 RMB smartphones and we’re confident of the explosive smartphone growth in the years to come.”

Lenovo’s LePhone A66t smartphone will provide consumers a high quality CMMB digital TV experience, along with best-in-class Wi-Fi connectivity, all delivered in a sleek and sophisticated design form factor. Powered by the Marvell PXA918, Lenovo’s LePhone A66t also features Android 2.2 Operating System, Mobile Hotspot capability, a 3.5 inch high-definition screen with multi-touch support, Marvell RF808 RF transceiver and a Marvell PM8607 integrated audio and power management solution.

For more information about the Marvell PXA918, please visit www.marvell.com/communication-processors/pxa918/ or contact a sales representative.

Samsung Selects Marvell’s Industry Leading China 3G TD-SCDMA Solution for Its New S5820 Android Smartphone with Breakthrough Social-Networking, Mobile Gaming and Mobile TV Capabilities [Oct 19, 2011]

Marvell continues to drive mass market adoption of China’s 3G TD-SCDMA standard and affirms the leadership of its PXA920, the industry’s first commercially available single-chip TD-SCDMA solution, and its Avastar 88W8787 wireless solution

… supporting China Mobile’s TD-HSPA (Time Division High-Speed Packet Access) network. It also features the Marvell Avastar™ 88W8787 wireless solution, which is Bluetooth 3.0 and FM enabled, offering exceptional Wi-Fi range with beamforming technology, robust 802.11n connectivity and crystal clear audio quality. The phone is available now through the retail stores of China Mobile, the largest mobile carrier in the world with over 650 million subscribers.

Update: Price of Samsung S5820 [Aug 21, 2012]: 1288 – US$203 (see: http://www.xj1616.com/product-1797.html)
The price leader is the ZTE-T U880 which has similar specification and a street price of ¥699 – US$110  [Aug 21, 2012] as the lowest.on Amazon in China (see: http://detail.zol.com.cn/cell_phone/index284242.shtml).
End of the update

Price of Samsung S5820 [Oct 22, 2011]: ¥1798 – US$282 (see: http://www.xj1616.com/product-1797.html)
[¥2518 – US$395 is shown striked over, so that could be a kind of list price.]
The price leader is the ZTE-T U880 which has similar specification and a street price of ¥958 – US$150 (see: http://detail.zol.com.cn/cell_phone/index284242.shtml). The list price is ¥1499 – US$235, but the W-SCDMA ZTE Blade version is just ¥1280 – US$200 with street price as low as ¥898 – US$141. Keep in mind however that the later has an only 750 DMIPS CPU [ARM1136 @600MHz] while the PXA920 has an 1168 DMIPS CPU [Marvell PJ1 Sheeva @800MHz].)
Marvell Drives New Rollout of TD-SCDMA Smartphones from China Mobile, the World’s Largest Mobile Operator [June 28, 2011] (emphasis is mine)

ZTE Launch Signals New Era of TD-SCDMA Smart Devices in China Powered by Marvell’s Industry-First Single Chipe Solutions

Blade U880, one of ZTE’s flagship smartphones, is powered by the Marvell® PXA920 and features a 3.5 inch WVGA capacitive touchscreen at a resolution of 800 x 480 pixels, delivering exquisite pictures with rich colors and multi-touch. Other features include Android 2.2 support, a TD-SCDMA +WLAN dual wireless Web connection, WLAN-AP wireless routing, CMMB (MBBMS) mobile phone TV, a 5 megapixel auto-focus camera, 720p high-definition video, GPS/AGPS navigation and a 3D graphics processing accelerator.

The TD version of ZTE Blade could be price leader because except the PXA920 SoC the rest of it is based on ZTE’s highest volume smartphone, the W-CDMA-based ZTE Blade.
See: ZTE Achieves 35 Million Handsets Milestone in First Half of 2011 [Aug 9, 2011]

 In 2011, ZTE’s Blade also became one of the world’s top-selling smartphones. Through partnerships with approximately 80 operators globally [see the ZTE Blade in wikipedia for operator branding], ZTE’s Blade is now available in nearly 50 countries and regions. The Blade’s daily sales in China are the nation’s highest for Android smartphones, averaging 16,000 units per day. ZTE has now sold 2.5 million Blade handsets globally and expects to break the five million mark this year.

[This was actually achieved by a big order: ZTE Receives Order for 2 Million ZTE Blade V880 Smartphones from China Unicom [Sept 26, 2011]]

Samsung S5820[-TD-HSDPA] [Samsung product page in Chinese only, Sept 14, 2011, as translated by Google]

Metallic appearance
– Metal body delightful sparkling.

Android ™ 2.3 smart operating system
– Android ™ 2.3 smart operating platform one-upmanship.

Social applications pre-installed
– Pre-happy network, all network, flying letters, Sina microblogging, social network are collected, and enjoy social fun.

WLAN high-speed Internet
– WLAN high-speed Internet access speed challenge.

CMMB mobile TV and mobile data services
– CMMB mobile TV and mobile data services, rich applications endless.

Marvell Showcases 16 China Mobile TD-SCDMA Smartphones from Leading Global OEMs at PT/EXPO Comm China 2011 [Sept 25, 2011]

Product display at PT/EXPO highlights ongoing collaboration between Marvell, China Mobile and leading global OEMs to deliver affordable, advanced China’s 3G TD-SCDMA smartphones to the world’s largest mobile market

Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced it will showcase a full suite of China’s 3G TD-SCDMA solutions at PT/EXPO Comm China 2011 in booth 1B005. The lineup includes smartphones, tablets and mobile hotspots powered by Marvell’s PXA920 single-chip product line and the PXA1202, the industry’s first Downlink Dual Carrier (DLDC) TD-HSPA+modem. Considered the most influential exhibition for China’s burgeoning communications industry, PT/EXPO Comm China 2011 takes place September 26 to 30 in Beijing. Marvell will demonstrate a total of 16 TD smart devices that feature its single-chip solutions from leading global OEMs: ASUS, Hisense, Huawei, Guangdong Mobile, Motorola, RIM, Samsung, Sharp, Sony Ericsson, Yulong and ZTE.

“We’re very pleased to see the great progress we’ve made with our vision of the connected lifestyle for everyone in the world. I believe the breakthrough in our China’s 3G TD-SCDMA technology with the largest mobile carrier, China Mobile, in the largest mobile market, is a major milestone and testimony to our vision. When China Mobile began its mission to build an advanced and affordable smartphone more than four years ago, Marvell was the major silicon partner who committed to the program because we believed in China Mobile’s vision and bright future of this great opportunity,” said Weili Dai, Marvell’s Co-Founder. “I believe Marvell has enabled a quantum leap in the development and adoption of the TD-SCDMA standard. For example, Marvell is leading the way to a new era of seamless global connectivity for the masses with the industry’s first single chip 3G/4G modem with support for FDD-LTE, TDD-LTE, HSPA+, TD-SDMA, and EDGE. Now through our work with other industry leaders, billions of end users can experience high-performance web browsing, live video, 3D gaming and other popular features on affordable, advanced devices including smartphones, tablets and mobile hot spots. I am very proud and thankful for Marvell’s global team of engineers for their hard work, innovation and dedication to move the industry forward. The products we are showcasing exemplify what can be accomplished with cutting-edge technology – and this is only the beginning of what’s to come with our continued commitment to TD-SCDMA.”

Marvell has partnered with the TD Industry Alliance (TDIA) at the show to demonstrate the rapid adoption and product implementation of TD-SCDMA. With its technological achievements and commitment to innovation, Marvell has been a strong supporter and contributor to the evolution of the TD-SCDMA industry in China. Other government, telecom operators and Marvell partners such as MIIT and China Mobile will also be in attendance, making the event the de facto meeting place for decision-makers in the TD ecosystem.

All of the products to be displayed – ranging from entry-level smart devices to mid-level devices with rich multimedia functions and 3D graphics – feature Marvell’s PXA 920 family of silicon, including:

  • The PXA920 – The industry’s first single-chip TD solution designed for multimedia-centric handsets featuring support for both TD-SCDMA and GSM/EDGE and now shipping in more than 10 devices.
  • The PXA918 – Tailor-made for entry-level smart devices, featuring 55 nm technology, 624 Mhz processors and rich multimedia functions.
  • The PXA920H – Designed for mid- and high-end smart devices featuring 55 nm technology, a 1Ghz processor and support for 720p video and 250mpps 3D graphics.

Marvell will also showcase the industry’s first DLDC TD-HSPA+ Modem PXA1202, a pivotal milestone in advancing China’s TD-SCDMA standard, which can help to achieve 4X data rate increase on TD-SCDMA networks. Featuring 40 nm technology and backwards compatible with previous generations of TD-SCDMA network equipment, the PXA1202 supports DLDC, 64QAM and TS0 enhancement technologies. It is also designed to enable seamless performance with bandwidth-hungry mobile applications and multimedia devices.

Marvell’s PXA920 Family of SoCs

PXA918

PXA920

PXA920H

Target market entry-level smart devices (a lower-cost yet high performance solution for multimedia-centric handsets) multimedia-centric handsets mid- and high-end smart devices (to provide higher performance solution for multimedia-centric handsets)
Silicon technology 55 nm 55 nm 55 nm
Clock frequency 624MHz 806 MHz 1GHz
Dhrystone performance 870 DMIPS 1130 DMIPS 1400 DMIPS
Memory interface LPDDR1 LPDDR1 LPDDR2
3D graphics performance up to 8Mtriangle/s and 150Mpixel/s fill rate up to 10M triangles/s sustained (20M triangles/s peak at 50% cull rate) and 200M pixels/s fill rate up to 12Mtriangle/s sustained and 250Mpixel/s fill rate
Video playback performance D1 at 30 fps for H.264, WMV, MPEG-4, H.263 720p at 30 fps for H.264, WMV, MPEG-4, H.263 720p at 30 fps for H.264, WMV, MPEG-4, H.263
Video capture performance D1 at 24 fps for H.264, WMV, MPEG-4, H.263 D1 at 30 fps for H.264, WMV, MPEG-4, H.263 D1 at 30 fps for H.264, WMV, MPEG-4, H.263

The block diagram for the SoCs is the same as shown by the PXA918 case below (only the above data written into the blocks is different):

the rest is in the: Complete information in PDF: Marvell PXA920 Family of SoCs [Sept 25, 2011]

End of earlier updates

How Marvell is doing after Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors [July 11, 2011] despite High expectations on Marvell’s opportunities with China Mobile [May 28, 2011] as well as Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]?

All excerpts below are from Marvell Technology Group’s CEO Discusses Q2 2012 Results – Earnings Call Transcript and the related Question-and-Answer Session[Seeking Alpha, Aug 18, 2011]. If no question is present before a statement from a Marvell executive then it is from the presentation part. The order of excerpts is different from that of in the transcripts. Sehat Sutardja is the CEO of the company, while Clyde Hosein is Marvell’s CFO.

First question is, you guys recently — made your first foray into the tablet market. It was — I believe it was a VIZIO Tablet launched through Costco. I was wondering if you can give us any color on kind of what the initial uptake or feedback has been around that device?

Clyde Hosein: It’s still early, Sanjay, you pointed to our first foray. The price point is, we believe, is very attractive. So it’s geared for people who perhaps cater for the higher end ones. And that price has been coming down, and expected to come down in the future, and as we develop more and follow-on products. So initial reaction is very good, but it’s still early. And I don’t think we want to make too much out of it at this early stage in the game, but it’s, I think, price performance in a very good place.

All the relevant information about the VIZIO tablet, as well as VIZIO’s general CE strategy you can find in Innovative entertainment class [Android] tablet from VIZIO plus a unified UX for all cloud based CE devices, from TVs to smartphones [Aug 21, 2011].

Sehat Sutardja: … in our mobile and wireless end market, Q2 revenues increased approximately 18% sequentially and represented approximately 26% of our overall revenues. The sequential increase was driven by growth from our new products such as TD in China, and seasonal growth from our wireless connectivity solutions. We believe the headwinds that faced our mobile and wireless end market in the prior quarters are mostly behind us, and we expect to make solid progress moving forward.

Today, we continue to be the only provider of a single-chip TD smartphone solution. These has resulted in over 20 TD smartphones being deployed both at OEM providers and white box manufacturers with our solutions.

For example, during the last quarter, ZTE announced our 4 new Marvell-based TD devices. In addition, Motorola, Huawei, Samsung, and others are currently deploying TD smartphones based on Marvell’s solutions. We are proud to say that working closely with our customers, we have helped them achieve an unsubsidized price point of $100 for TD smartphone, a first in the industry.

In the coming months, many of these handsets will be deployed in multiple Chinese provinces, both through the carrier and the channel. Our revenues for TD smartphones have roughly doubled in the last quarter, and we expect double-digit sequential growth again in the third quarter.

In addition to TD, business at our largest existing mobile customer [obviously RIM] has stabilized. We expect new 3G handset devices with Marvell solutions, Marvell silicon, to come to the market in the near term, targeting the high-volume segment. Further expanding our customer base during the second half of our fiscal year, we expect to launch multiple Android-based handsets targeted for consumers in Europe, Asia and South America.

… when does, or does RIM become kind of irrelevant in the context of the overall mobile and wireless business?

Clyde Hosein: … Our dependence, however, on any single customer in the mobile space today is much lower than it was at any given period since we bought this business 5 years ago. So as Sehat mentioned earlier, we are ramping up on TD. That’s beginning to do very, very well. Marvell is really acing it on the smartphones part of it. We mentioned earlier, we’ve got price point as low as $100. This is unsubsidized into the channel. We believe that there’s a huge demand for — a huge inflection point for low-cost smartphones, and we believe we’re delivering that in this space. In addition to that, we are on the cusp and inflection of non-TD Android-based smartphones. There’s a couple that we expect to come out, we had said second half of this year, that’s still on track. So you’ll see that probably in the next quarter or 2, you’ll see very [indiscernible]. …

Sehat Sutardja: I think investors should not discount RIM. We continue to work closely with RIM in delivering new solutions. They will make the product to look really, really nice, and better performance as well. So don’t discount that. Don’t discount it at all.

Sehat, what’s kind of the read through on demand and sell-through of either the high-end Android or OMS-based TD phones thus far?

Sehat Sutardja: So as we said, we are the first to work with our customers to deliver $100 TD smartphones. This is unprecedented. Just about a year ago, these phones are [were] selling for about $400 to $500 because they are [were]based on multiple chips in a system and [that] requires a very complex implementation. As the price gets to the $100 price point, the demand actually is increasing rapidly. This is what we expect to see. And we projected this was going to happen, and we’re seeing that. We’re seeing the customer demand is increasing. And also as more and more of these products [are] qualify[ied] by China Mobile to be released into the market, we expect the volume will continue to ramp. So we’re talking about phones there that are not much higher than a low end — I mean, like a high-end feature phone. Maybe even a similar price point, just if you take into account of the touchscreen feature phones. Literally, there’s not much difference in the bill of material to build those higher touchscreen feature phonesbecause these smartphones that we’re delivering. So we are very, very optimistic that more and more — the success of many of these customers will lead to other successes.

I’m kind of curious specific to the TD business. Can you help us quantify what percent of mobile wireless it is today? And as we think about kind of the market opportunity here, where do you think that can go over the next several quarters?

Clyde Hosein: So it’s a small part today. It’s just getting started and we think, as I have indicated, we think it’s a huge opportunity. We aren’t disclosing any, whether it’s TD or anything but specific segments. But it’s a small percent of the total today. And looking forward, a lot will depend on the consumption rates in China. We are opening up — or there is a lot more channels opening up in the next few months, so I expect that to pick up. Especially wide-box channels in each of the provinces that open up with these phones. So that should expect to pick up. Tough to predict. We think it’s a huge opportunity. There is several hundred million people who at the right price point, a significant percent of them should convert. But I think the next few months would tell us better. So we firmly believe and continue to believe that these smartphones at this price range, again $100 at the low end unsubsidized, we’re already there within 2 quarters of introduction of the technology. We think that’s an inflection point for demand. It’s hard to predict what the next 2 quarter’s demand is going to be. They sell-through today, some of our revenues for the quarter is already on a sell-through basis, granted some of it is in channel. But some of it is already sell-through. People have phones already, users, and we expect that to accelerate. But the penetration rate since the new market, new country, new set of users, difficult to predict near term. We are bullish in the long haul.

Sehat Sutardja: But in the long run, I think every time you ask for a short-term, a quarter, 2 quarters, I consider short-term projection. That’s very hard to project ramps. They can be — where the slope could be 10% slope, or 5% slope, or 15% slope. So those kind of projection is extremely dangerous to provide. But what we believe internally is that when you — when China Mobile has 500 million plus — or 550 to 600 million subscribers, okay, we can model whether it’s, okay, 2 to 3 years from now whether the 30% of it will be TD smartphones. Is that going to be 40%, is it going to be 30%? Now this is a kind of model that we can play. Of course everything is based on the price elasticity. So if the price goes to $100, how many percent do we expect this thing to be maturing at. When price goes to $70, what does it mean? And I don’t see any reason why this thing cannot be $70 in a year or so from now, for example. So we are bullish in the long run. Just a short term look, it’s very hard to say exactly what that slope begins to look like.

Let me just ask you about the TD LTE transition. … Will those be phones or will those be downloads [dongles]? And as you speak to China Mobile, how do they balance the transition to TD LTE with the extensive investments they’ve made in TD-SCDMA?

Sehat Sutardja: Well, yes, TD LTEs, as you should expect in any new deployment, the dongle will definitely will go in first. It’s easier to qualify the dongle. But the biggest volume, obviously, is not in dongle, the biggest volumes will be the handset. And when you go to the handset, more likely you will go into the highest end, highest price, the high-priced handset. So that will be, more likely, the phase-in of the TD LTE. So nothing surprising. So, okay, the key is, okay, over time, is to build lower price higher integration single-chip solutions to get to the mass-market TD LTE. So don’t expect that to happen, the volume to ramp up on the mass-market any time in next year. But to get a TD, as you say, China Mobile is really investing huge amount of dollars and resources in the infrastructure, base stations, several hundred — more than 200,000 base stations deployed with TD-SCDMA. So those are the ones that most likely to be ramped up first, okay, and then follow a certain selected cities — I mean, maybe not in every part of city, but like certain, in maybe the downtown area, where maybe they will start deploying a trial TD LTE deployment to test the system. Well, maybe, I don’t know, a year or so before they were all moved — before they all spread it out to the more major market. So we have nothing surprising. These things will have its own course. The key for us is to think we work very close with China Mobile, also, to make sure they have our specifications for the TD LTE is what they need.

… can you guys review where you stand with … not TD LTE, but just traditional LTE?

Sehat Sutardja: … So related to FDD, LTE, or TDD LTE, we have already sample[d] FDD LTE, so we talked last quarter. So what we’re talking about the TDD, is that the LTE and the TDD, is we’re we have to wait for that sample at the end of this year, specifically related to the requirements that China Mobile are putting into the marketplace.

About Nacsa Sándor

Lazure Kft. • infokommunikációs felhő szakértés • high-tech marketing • elérhetőség: snacsa@live.com Okleveles villamos és automatizálási mérnök (1971) Munkahelyek: Microsoft, EMC, Compaq és Digital veterán. Korábban magyar cégek (GDS Szoftver, Computrend, SzáMOK, OLAJTERV). Jelenleg Lazure Kft. Amire szakmailag büszke vagyok (időrendben visszafelé): – Microsoft .NET 1.0 … .NET 3.5 és Visual Studio Team System bevezetések Magyarországon (2000 — 2008) – Digital Alpha technológia vezető adatközponti és vállalati szerver platformmá tétele (másokkal együttes csapat tagjaként) Magyarországon (1993 — 1998) – Koncepcionális modellezés (ma használatos elnevezéssel: domain-driven design) az objektum-orientált programozással kombinált módon (1985 — 1993) – Poszt-graduális képzés a miniszámítógépes szoftverfejlesztés, konkurrens (párhuzamos) programozás és más témákban (1973 — 1984) Az utóbbi időben általam művelt területek: ld. lazure2.wordpress.com (Experiencing the Cloud) – Predictive strategies based on the cyclical nature of the ICT development (also based on my previous findings during the period of 1978 — 1990) – User Experience Design for the Cloud – Marketing Communications based on the Cloud
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3 Responses to First real chances for Marvell on the tablet and smartphone fronts

  1. Pingback: Innovative entertainment class [Android] tablet from VIZIO plus a unified UX for all cloud based CE devices, from TVs to smartphones | Experiencing the Cloud

  2. Pingback: World’s lowest cost, US$40-50 Android smartphones — sub-$100 retail — are enabled by Spreadtrum | Experiencing the Cloud

  3. Pingback: Marvell SoCs to win both Microsoft and Nokia for Windows Phone and Windows 8 platforms (after the Kinect success) | Experiencing the Cloud

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