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Qualcomm Snapdragon SoCs with a new way of easy identification
Follow-up: Next-gen Snapdragon S4 class SoCs — exploiting TSMC’s 28nm process first — coming in December [Aug 9 — Nov 16, 2011]
Update: Qualcomm Snapdragon S1-S2-S3 SoCs lineup in production as of 16-Nov-2011
- Qualcomm Snapdragon S1-S2-S3 SoCs lineup in production as of 16-Nov-2011
End of Update
In the last 24 hours there has been an incredible barrage of posts about “rebranding Snapdragon”. These posts are providing a kind of summary of changes referring to Qualcomm as the source of the information but not linking to that. When one finally finds the Qualcomm source it comes out that there is no rebranding in the conventional sense just a new classification for existing SoCs. So the individual SoC identifiers are the same, there is just a possibility to refer to them by a higher level of indentification which is related to the class of systems they are targeted to.
Because this is much more important new information than the non-existant rebranding I am first copying here the Qualcomm source and then some additional important information regarding their Adreno graphics capabilities and Qualcomm’s latest strategic moves to enter mobile gaming in a very big way. A report of current assesment of that is also available: Qualcomm hopes to make game consoles obsolete [Aug 4, 2011] Anandtech has published the slides of the Qualcomm event: Qualcomm’s March into the Gaming Market [Aug 3, 2011] and draws attention to this particular slide:

Please note the “Wireless Display” option which comes via the WCN3660 companion chip to Snapdragon S4 class of SoCs from the recently acquired Atheros (now Qualcomm Atheros). That chip will support the emerging Wi-Fi Display standard (said not to be confused with Intel’s WiDi) for streaming video directly from a smartphone or tablet to a Wi-Fi enabled display or television. (See also Wireless Gigabit Alliance – WiGig where Atheros is a member which is competing with Wireless HD where one of the members is Intel)
A Simple Way to Identify Which Snapdragon System is Right for You [Tim McDonough Vice President, Marketing, Qualcomm QCT on Qualcomm’s blog: OnQ, Aug 3, 2011]
Today Qualcomm is introducing a new way for our customers, our industry colleagues and consumers to identify the Snapdragon chipset that fits their needs. Those of you who know us well know that our current Snapdragon family of processors has grown to encompass over 15 different chips with feature sets that target mass market smartphones all the way through high end smartphones and tablets. And, although our Snapdragon chips are called processors, they are really system on chip solutions. Inside each Snapdragon chip are multiple hardware subsystems including CPUs, GPUs, modems, multimedia processors, GPS, DSPs, sensors, as well as advanced management software.
And all of these components are integrated into a single small chip that is designed with mobile in mind. The result is that Snapdragon processors deliver outstanding performance and longer battery life. But with such a deep roadmap of chips, our customers and industry colleagues have told us that it has become increasingly difficult to quickly and easily identify which chips are best suited for different devices.
We have arrived at a simple solution. Now our Snapdragon processors are classified into three system classes, System 1 (S1), System 2 (S2) and System 3 (S3): Simple names which denote performance and feature set. Moving forward, we will continue to add new classes as our roadmap grows. Without further ado, I present you with the Snapdragon S1, Snapdragon S2 and Snapdragon S3.
Snapdragon S1: Mass Market Smartphones [note: Up to 3G HSPA]
Snapdragon S1 processors offer great performance and longer battery life for today’s mass market smartphones. Boasting CPU speeds of up to 1Ghz, Adreno 200 graphics and a 3G modem, Snapdragon S1 processors are powering some of today’s coolest devices.
“The HTC Wildfire S could be the darling of the affordable Android handsets……..The most important factor for us is that we’ve found the HTC Wildfire S capable to performing those core tasks without too much of a compromise.”
— Pocket-Lint’s review of the HTC Wildfire S powered by the Snapdragon S1The Snapdragon S2: High Performance Smart Phones & Tablets [note: 3G HSPA+]
The Snapdragon S2 processor is an excellent choice for high performance smartphones and tablets. The S2 class of processors have some of the same design foundations as the S1 class but with some key performance improvements including a single core Scorpion CPU that clocks to speeds of up to 1.4Ghz, the fastest single core mobile CPU in the market, and the Adreno 205 GPU, which is designed to provide a 2x performance boost over the Adreno 200 GPUs. Web browsing and multimedia performance gets a serious performance boost too. With just one CPU core, the Snapdragon S2 can offer smoother graphics than other solutions that use dual-core CPUs.
“You can see clearly in the video that Qualcomm’s 2nd generation, single-core processor chewed up YouTube’s 720p Flash content without a hitch while the others failed to keep up in a smooth fashion.”
— Phandroid– (6/2011)Snapdragon S3: Multi-tasking & Advanced Gaming [note: 3G HSPA+, 1440×900/1080p HD/Dolby 5.1, Stereoscopic 3D capture & playback]
Here’s where things really get kicked up a notch. Simply put, the Snapdragon S3 is designed to offer 2x the graphics performance of the S2 and 4x the graphics performance of the S1. The S3 class of processors also feature a dual core Scorpion CPU at speeds of up to 1.5Ghz per core. With a more powerful [Adreno 220] GPU and a fast dual core CPU, the things our customers are starting to do with the S3 are pretty incredible. Take the HTC EVO 3D, this smartphone features a front-facing camera for video calls, two cameras on the back to create 3D photos and a display that uses a parallax barrier so you can view 3D photos without 3D glasses!
This performance boost also allows our customers to create devices with bigger and sharper displays. The Snapdragon S1 and S2 are typically in devices with 3-4-inch displays that offer a resolution of 800×480. The Snapdragon S3 in the HTC EVO 3D drives a 4.3-inch display with a resolution of 960×540, while the HP TouchPad tablet uses a monstrous 10.1-inch with a resolution of 1024×768.
The Snapdragon S3 Mobile Processor and Your HDTV [Aug 2, 2011] [note the “extend that experience to a 40-inch display” both in the video and the attached caption]
To maintain great battery life while also improving performance, Qualcomm designed the S3’s Scorpion CPU cores to be asynchronous, so each core can operate at different frequencies and voltages for superior performance at lower power. The S3 class of processors also support a host of video codecs and multimedia acceleration. You can learn more about the devices that use Snapdragon processors in our Snapdragon Showcase
“It (The Snapdragon S3) has arguably the best CPU and GPU in the dual-cores…The CPU being asynchronous can be a real battery saver… including NEON and has a 128-bit pipeline rather than 64 bit found in all other CPU thus a better speed…About multimedia, Its one of the best when it comes to multimedia… Qualcomm is also known for the stability of chipsets due to the fact that everything is on the chipset itself rather than making manufacturers add it.”
— Droid Gamers—Beastly Dual-Core Android Devices: A Rundown on Each Chipset (5/2011)Coming Soon: Snapdragon S4—Next Generation Devices
The Snapdragon S4 class will include the newest generation of Snapdragon processors and will feature a new CPU microarchitecture [Krait instead of the previous Scorpion] and integrated 3G/LTE multimode. The S4 will stay true to its roots by delivering exceptional battery power—a 65% decrease in power consumption, yet at the same time boost performance by 150%. This combo is going to create mobile products that offer graphics [Adreno 225 and up] that are comparable to current gaming consoles.
You’re also going to see Snapdragon S4 processors in new form factors and running a full blown desktop operating system. We’re currently working with Microsoft so the S4 can run the next version of Windows—Windows 8.
Stay tuned for big things. Or should we say small things?
Snapdragon™ Adreno 220 GPU Powers “Desert Winds” Game at MWC [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, March 1, 2011]
Attendees of Mobile World Congress 2011 got to see the newest generation of the Adreno GPU, Adreno 220, in action as part of the new Desert Winds game demo at Qualcomm’s booth. The graphics performance, new 3D effects, and level of graphical realism now possible with the dual-core Snapdragon MSM8660 chipset and its Adreno 220 GPU grabbed the attention of virtually all passing by the booth.
Snapdragon’s Adreno GPU – Desert Winds Game Demo [note the “console quality” differentiation in the attached text]
Desert Winds was shown in stereoscopic and non-stereoscopic 3D via HDMI out to a 55-inch HD LCD display. As with Qualcomm’s other dual-core Snapdragon MSM8660 demos at the show, the new Desert Winds game was running on the Snapdragon Mobile Development Platform (MDP), which is a device available to developers who want early access to Snapdragon chipsets and Adreno GPUs. (Get more info on the Snapdragon MDP and how to purchase at www.bsquare.com.)
The Desert Winds game ran in interactive and non-interactive modes, giving users the ability to play the game and help the game’s heroine, Amira, slay the giant scorpion character, Alacran, and his army of scorpions.
Developed by Southend Interactive, the game showcases the console-quality 3D graphics and high-end effects made possible by the Adreno 220 GPU, such as:
- Advanced particle physics and vertex skinning
- Full-screen post-processing shader effects
- Dynamic lighting with full-screen alpha blending
- Real-time cloth simulation
- Advanced shader effects like dynamic shadows, god rays, bump mapping and reflections
- 3D animated textures
Qualcomm will continue to use the Desert Winds game to showcase the ever-evolving, advanced capabilities of the Adreno GPU, with more 3D effects, smoother stereoscopic HD gaming, market-leading performance, and industry leading power-efficient 3D graphics. Based on our research (*), the Adreno 220 GPU in Qualcomm’s dual-core Snapdragon MSM8660 offers twice the performance of the GPU in other leading dual-core ARM9-based chips.
With more Android devices based on Snapdragon and Adreno and with over 100 games optimized for Snapdragon and Adreno, it seems clear that the mobile industry is already well aware of the many advantages that Snapdragon and its Adreno GPU.
In my opinion, it was apparent at this year’s Mobile World Congress that Qualcomm is well-positioned to continue its strong momentum in providing OEMs and 3D game developers with a powerful and efficient graphics platform that brings more of the industry’s latest and best 3D games to more smartphones, tablets and laptops everywhere.
_____
(*) Source Qualcomm – Average of Industry benchmarks composed of Neocore, GLBenchmark, 3DMM and Nenamark
Anandtech’s reports are not contradicting that:
– Hands on and Benchmarks of two MSM8x60 Phones – HTC Sensation 4G and HTC EVO 3D [June 3, 2011]
– Dual Core Snapdragon GPU Performance Explored – 1.5 GHz MSM8660 and Adreno 220 Benchmarks [March 30, 2011]
GLBenchmark 2.0
… GLBenchmark 2.0 is the best example of an even remotely current 3D game running on this class of hardware–even then this is a bit of a stretch. GLBenchmark 2.0 is still our current go-to test as it is our best best for guaging real world performance, even across different mobile OSes. … Comparatively, the 1.5 GHz MSM8660 with Adreno 220 is 2.2x faster than the 1 GHz MSM8655 with Adreno 205.
…
Quadrant 3D and 2D
Last and definitely least (at least in my mind) on the list is Quadrant, which has unfortunately become something of a de-facto one stop shop for benchmarking Android devices, famously spitting out one easy to digest score.
… Adreno 220 shows anywhere from 2-5x performance gains over Adreno 205.
Final Words
When we first started looking at Qualcomm’s Snapdragon SoCs we were impressed by their CPU performance but largely put off by the performance of the Adreno 200 GPU. The 45nm Snapdragon with the Adreno 205 GPU changed things as it roughly doubled GPU performance. The Adreno 220 brings about another doubling in GPU performance. …
How Snapdragon is Changing the Mobile Gaming Industry [Brent Sammons, Graphics Product Manager, Qualcomm QCT, Feb 10, 2011]
Qualcomm Shows Strong Support of the Mobile 3D Gaming Ecosystem at GDC [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, March 18, 2011]
Qualcomm has been clearly demonstrating its support of the entire mobile 3D gaming ecosystem at recent conferences like this month’s Game Developers Conference (GDC) in San Francisco. This support showed up as a press release with Gameloft; a new video with Gameloft and NAMCO BANDAI Games America; joint marketing activities with Sony Ericsson around their new PlayStation Certified Xperia Playdevice; a GDC speaker session featuring presentations by leading mobile developers Southend Interactive and Polarbit; a new Snapdragon mobile 3D gaming ecosystem video and a very well-attended and well-received party at Ruby Skye!
In the press release Qualcomm announced its agreement with Gameloft to deliver an enhanced, Snapdragon-optimized experience for Gameloft’s premier HD mobile 3D game titles like “SpiderMan Total Mayhem HD,” “Real Football 2011 HD,” “GT Racing: Motor Academy HD” and “Modern Combat 2: Black Pegasus.” These will be optimized for current and future Snapdragon processors, such as the MSM8x55 with its Adreno 205 GPU (currently shipping), and the dual-core MSM8x60 with its Adreno 220 GPU.
In a video shot during GDC, Baudouin Corman (Vice President Publishing of Americas for Gameloft) and Dominic Lobbia (Senior R&D Director of NAMCO BANDAI Games America) speak to their game optimization efforts and the value that Snapdragon and Adreno bring to the table. They cite the strong adoption of Snapdragon by manufacturers of high-end Android and Windows Mobile 7 devices, the high quality and great performance of mobile 3D graphics powered by Snapdragon and Adreno, as well as the valuable graphical optimization and development tools Qualcomm offers like the Adreno Profiler. (For more information on the Adreno tools, go to http://developer.qualcomm.com/dev/gpu/tools.)
Game Developers Explain the Value of the Adreno GPU [March 18, 2011]
…
Conference attendees also had the opportunity to get the whole story about Qualcomm’s mobile 3D gaming ecosystem support via a new video that was playing just outside the South Hall Expo Floor. The video features Qualcomm’s Vice President of Product Management, Raj Talluri, who explains that there is a huge ecosystem of Snapdragon game developers and games optimized to Snapdragon, that the majority of Android phones use the Snapdragon processor, and that all Windows Phone 7 products use the Snapdragon processor. Therefore, he explains, developers are able to reach a large audience of smartphone and tablet users.
Qualcomm’s Mobile 3D Gaming Ecosystem [March 20, 2011]
“Hey, You Got Your Snapdragon Chipset in My Xperia™ PLAY” [Brent Sammons, Graphics Product Manager, Qualcomm QCT on Qualcomm’s blog: OnQ, May 27, 2011]
Unlike the chocolate and peanut butter in Reese’s chocolate peanut butter cups, it was no accident that Snapdragon and the Xperia PLAY found themselves together. This week Sony Ericsson launched the Xperia PLAY at Verizon, with Qualcomm’s Snapdragon MSM8255 mobile processor with Adreno 205 Graphics Processing Unit(GPU) inside.
It is the world’s first PlayStation-certified phone (and perhaps the world’s most gaming-centric smartphone). And Sony Ericsson chose Snapdragon and Adreno to power it. If you’re wondering why, check out this recently posted Qualcomm video, featuring Aaron Duke and Kim Ahlstrom from Sony Ericsson, talking about the Xperia PLAY with Snadragon’s Adreno GPU.
Snapdragon’s Adreno [205] GPU powers the Xperia PLAY [May 26, 2011]
The Snapdragon MSM8255 chipset and Adreno 205 GPU together provide a fun and immersive gaming experience via the very device you will want to carry with you everywhere all the time – the new Xperia PLAY smartphone.
Not only does Snapdragon contain powerful graphics processing — enough to rival some in-home console systems — but it also has a lot of other valuable integrated features like video capture and playback, music playbackand a 1.4 GHz CPU.
The Xperia PLAY has a 4-inch 854×480 display, a 5 megapixel rear-facing camera, a VGA front-facing camera, 512 MB of RAM, and is based on Android 2.3 Gingerbread. Perhaps more importantly, the device comes with seven preloaded games. And you can download over 50 more games via Verizon’s VCAST apps store.
I would say that another big reason that Sony Ericsson chose to work with Qualcomm is that Qualcomm is really into mobile gaming!Keep your eyes peeled in the coming days for more details on just how big into gaming Qualcomm has become.
In the case of the Xperia PLAY, Qualcomm worked closely with Sony Ericsson not only to establish connections with some of the best mobile game developers and game titles around, but alsoto help game developers make sure that the games offered on the PLAY are the best they can be, using the Adreno graphics optimization tools.
We’re very pleased that Sony Ericsson chose Snapdragon for the Xperia PLAY device. We’re confident you will be, too. The Xperia Play may not be as tasty as a Reese’s peanut butter cup, but I’d say it’s a lot more fun and lasts a lot longer! For more information on commercially available Snapdragon-based devices and on the Adreno graphics optimization tools, check out our developer site at developer.qualcomm.com.
SoC’s for 2011: [ekin , Jan 23, 2011 >>> ]
(listed in what I believe is the best to the worse)
+ ARM Sparrow: Dual-core Cortex A9 @2.00GHz (on 32nm die), unspecified GPU
+ TI OMAP 4440: Dual-core Cortex A9 @1.5GHz, SGX 540 (90M t/s)
+ Apple A5 (iPad2): Dual-core Cortex A9 @0.9GHz, SGX 543MP2 (130M-150M t/s)
+ Qualcomm MSM8660 (Gen IV Snapdragon): Dual-core Cortex A9 @1.5GHz, Adreno 220 (88M t/s)
+ TI OMAP 4430: Dual-core Cortex A9 @1GHz, SGX 540 (90M t/s)
+ ST-Ericson U8500: Dual-core Cortex A9 @1.2GHz, ARM Mali 400 (50-80M t/s)
+ Samsung Orion: Dual-core Cortex A9 @1GHz, ARM Mali 400 (50-80M t/s)
+ Nvidia Tegra 2: Dual-core Cortex A9 @1GHz, nVidia ULP-GeForce (71M t/s)
+ Qualcomm Scorpion (Gen III Snapdragon): Dual-core Cortex A8 @1.2GHz, Adreno 220 (88M t/s)Notes:
– The SGX530 is roughly half the speed as the SGX535. The SGX540 is twice as fast as the SGX535.
– The Adreno 205 (41M tri/sec) is supposedly faster than the SGX535 but slower than the SGX540 (thus, is likely to be in the mid).
– The Adreno 220 is twice the speed of the Adreno 205 but it is slightly slower than SGX540 (88M vs 90M tri/sec).
– Samsung claims ARM Mali 400 to be 5 times faster than its previous GPU (S3C6410 – 4M tri/sec), about on par (80M tri/sec) with the Adreno 220, but few leaks benchmarked it to be only slighlty faster than the SGX535 (40M tri/sec).
– The gpu used in the Nvidia Tegra2 has been quite contained (little known). I estimated the Tegra2 has 71M t/sec (Tegra 2 Neocore=27fps/55fps=Galaxy S Neocore, x62% disadvantage of screen resolution, x 90Mt/s of SGX540 = 71M t/s). And recently some inside rumors via fudzilla actually confirmed this exact figure, so therefore the gpu-chip inside the Tegra2 is roughly equivalent to the MALI 400.All of these details are based on officially announced, rumors from trustworthy sources and logical estimations, so discrepancies can be existent.
Last thoughts:
As you can see there is some diversity in the next-gen chips (soon to-be current-gen), where the top tier (OMAP 4440) is roughly 1.5 times more powerful than the low tier (Tegra 2). However drivers and software will play a lead-role in determining which device could squeeze out the most performance. And this factor may alone favour the iPad2, Playbook or even MeeGo tablets to be better than the Honeycomb tablets which are somewhat bottleneck-ed by the lack of hardware accelaration and post-transcription through the Dalvik VM. I think we’ve hit the point where we could have some really impressive high definition entertainment, and even emulating the Dreamcast at decent/fullspeed.edit2 [March 13]: “ Just re-edited the post. Apple’s A5 details are added in, its looks to be one of the best chips for the year. If I had to choose between the OMAP4440 and A5, I probably would be reduced to a head-tail coin flip!”
Well, Apple’s been boasting over x9 the graphical performance over the original iPad. There are 2 articles on anadtech, one in Geekbench and a processor-specific details from imgtech (I dug up from 12months ago). It has been found that its a modified Cortex A9, 512MB RAM and the SGX543MP2. Everything points to the SGX543MP2 being significantly faster than the SGX540, and the given number was 133 Million Polygons per second (theoretical) for SGX543MP4 which is double SGX543MP2 performance. The practical figure is always less. Imgtech said the SGX540 is double the grunt of the SGX535, benchmarks show the SGX543MP2 is (on average) five times the grunt as the iPad (SGX535). So going by imgtech (the designer of sgx chips), the theoretical value that I list above, should be 70M t/s … going by Apple’s claim it should be 200M t/s … going by benchmarks it should be roughly 130 M t/s. Imgtech’s value is definently wrong since they claimed its faster than the SGX540 valued at 90M t/s. Apple’s claim also seems biased, they take only the best possible conditions and exaggerate it even more. It seems to be somewhere in between, and wouldn’t you know it, the average of the two “false” claims is equivalent to the benchmarked value
edit3 [April 3]: “Update. The benchmark results of the Snapdragon MSM8660 are in…. and it goes further to support the list. MSM 8660 = Dualcore A9 + Adreno 220 + Qualcomm modification (for better/worse).”
The benchmarks are out for the 4th-gen QSD, which confirms everything prior. It’s competing for top place against the 4440 and A5. I’ve changed the post (only updated chip’s name). If one were to choose between the processor of the A5 and the OMAP4440, they’d be really pressed to choose between more cpu grunt or more gpu grunt.
Qualcomm roadmap reveals quad-core, 2.5GHz ARM CPU [July 6, 2011]
MSM8960 [start shipping in Q4 2011]: Adreno 225 3D/2D 125 M tri./sec (DX9.3) – said to rival the GPU powering the Playstation Vita
MSM8930 [start shipping in Q3 2012]: Adreno 305 3D 80M tri./sec (DX9.3) – take us far beyond the possibilities of the Playstation Vita and more into the realm of the Xbox 360 or the Playstation 3
MSM8974 [start shipping in Q1 2013]: Adreno 320 3D 225M tri/sec (DX9.3)
While looking back one year: [Medion, Aug 19, 2010]
Samsung Galaxy uses PowerVR SGX540 (rated at 1 gigapixel fill-rate, and 28M triangles/sec)
Iphone 3GS/4 both use PowerVR SGX535 (1 gigapixel, 14M tri/sec)
Droid 2/Droid X use PowerVR SGX530 (500 megapixel, 14M tri/sec)
Droid uses underclocked PowerVR SGX530 (250 megapixel, 7M tri/sec)
Snapdragon uses Adreno 200 (133 megapixel, 22M tri/sec)So when it comes to the GPU, the Galaxy S phones kill anything that uses a current Snapdragon. The fill-rate is what is what’s really holding back the Adreno.
As for the CPU, I’ll generalize here.
Snapdragon – ARMv7 based Scorpion core (NOT an A8 like some state). Advantages over A8 is 5% faster clock for clock, and ability to be used in a multi-core configuration. Basically, it’s more future proof.
TI OMAP – stock Cortex A8, but currently running at 45nm, so better on battery life than Snapdragon (this will change with the new Snapdragons coming out)
Hummingbird – modified Cortex A8, 10-20% faster multi-threaded performance, but also 45nm so with better battery life as well.
So in terms of CPU, it’s Galaxy > Snapdragon/OMAP (depends, do you want 5% more performance, or significantly better battery life?)
So in conclusion, the Galaxy phones have more horsepower than the Incredible. If you plan to root and run custom ROMs, it should be the platform of choice.
Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
Suggested preliminary reading:
– China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that [June 18, 2011]
– High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
– Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile[Nov 15, 2010]
ZTE, Huawei & Lenovo Jointly Won New Mobile Bidding [July 8, 2011] (emphasis is mine)
ZTE Corporation (SZSE: 000063), Shenzhen Huawei Technologies Co., Ltd. and Lenovo Group Co., Ltd. (SEHK: 000992) jointly won the mobile bidding launched by China Mobile Communication Corp (China Mobile in short, SEHK: 00941) last month.
At the beginning of June, China Mobile launched a new round of mobile bidding, with bidding products being CNY 1000 [US$152] intelligent mobiles and purchase scale being 7 million popular G3 mobiles and 3 million G3 wireless telephones.
The bidding result came out on July 6 evening, ZTE, Huawei and Lenovo won the bidding while foreign brands got nothing.
China Mobile Commissions Three Million+ Mobile TV Smartphones [July 7, 2011] (emphasis is mine)
China Mobile, the country’s biggest mobile telco, has announced the winning bidders for its tender of three to four million mobile TV smartphones, with Lenovo, Huawei, and ZTE being the selected hardware makers.
The order is believed to be for six different handsets, of 500,000 to 600,000 units each. All of them will be 3Gsmartphones, on the homegrown TD-SCDMA frequency that China Mobile uses, and they will all be low- to mid-level phones on the cheaper end of the smartphone scale.
Mobile TV is the most unique feature that the phones will bring. Again, this is a China-developed technology – the CMMB standard for mobileTV transmission – that is being pushed by the state-owned China Mobile.
The mobile TV roll-out started in March of this year, across 300 cities and to huge fanfare in (state) media – see this Sina Tech reportfrom the time (article in Chinese).
It’s not clear which OS this new batch of mobiles will be running, but it is very likely that they’re also rocking China Mobile’s own Androidmodification, dubbed OPhone, which has mobile TV support baked in – as seen in the two photos of the OPhone-powered Lenovo O1 in this post.
China Mobile has struggled to get appealing handsets onto its TD-SCDMA network, but this year finally got some attractive top-end Motorola and HTC smartphones.
Domestic Vendors Win China Mobile TD-SCDMA Handset Tender [July 6, 2011] (emphasis is mine)
China Mobile (NYSE: CHL; 0941.HK) has released a list of winning bidders in its TD-SCDMA handset procurement tender. The tender is for six handset models, approximately 500,000 to 600,000 of each for a total of 3-4 mln units. The orders are divided between Lenovo (0992.HK), ZTE (0763.HK; 000063.SZ), and Huawei, with chips to be supplied by Spreadtrum (Nasdaq: SPRD), Leadcore and MediaTek. Spreadtrum and Leadcore will provide chipsets for two models each, while MediaTek will provide for one, and MediaTek and Leadcore will provide one they have jointly developed.
According to an industry source, the tender is for low-end and mid-range entry-level TD-SCDMA handsets equipped with CMMB mobile phone TV capability slated for launch in Q3 2011. Nearly 100 handset products were offered by over a dozen manufacturers in the bidding. Marvell was among the chipset bidders, but was not selected since its products are aimed at high-end TD-SCDMA handsets.
The source said that overseas handset and chipset makers did not participate in the tender because they are more focused on the low-end and mid-range TD-SCDMA smartphone market, and China Mobile’s unit price range was simply too low to attract their interest.
Spreadtrum Rides China TD-SCDMA Wave, Says Wedge; More On China Mobile iPhone [July 8, 2011] (emphasis is mine)
Wedge Partners analyst Brian Blair this morning writes that he thinks wireless chip maker Spreadtrum (SPRD) won half of a recent 4 million-unit order by China Mobile (CHL) for chips based on the country’s home-brewed “TD-SCDMA” wireless standard, and that the orders should continue to flow for the company.
Based on checks by contacts in China, writes Blair, Spreadtrum’s overall TD-SCDMA chipset shipments probably exceeded expectations in June, while the GSM flavors of its chipsets probably “recovered” in the month, bringing total chipset shipments to 17 million units. He thinks the company will probably forecast the current quarter about in line with the Street consensus of 57 cents per share in profit.
“We believe there will be more low/middle-end TD handset procurements in the second halfand we continue to believe that Spreadtrum has the best position in that market.”
… On another note, Blair tells me that he and his team were reviewing a photo put online on a Chinese blog this week that appeared to show an Apple (AAPL) iPhonethat was stamped with the China Mobile designation.
That picture yesterday was interpreted by Ticonderoga’s Brian White as further evidence that a version of the iPhone for China Mobile’s TD-SCDMA network is “imminent.” …
Spreadtrum: Extremely Compelling After Broad Chinese Stock Sell-Off [July 9, 2011] (emphasis is mine)
We believe that there will be approximately total 55M TD-SCDMA units sold in 2011 and 90M in 2012. Spreadtrum should have approximately 40% market share in 2011 and 40 – 45% share in 2012.
Pricing is extremely competitive in China and we expect ASPs to continue to decline. ASPs on TD chips are currently approximately $7. Spreadtrum has a cost advantage since it is the only supplier producing chips on 40nm lithography. Other chip suppliers are producing chips using 60nm or 90nm lithography and above. Spreadtrum’s smaller die results in an approximate 40% cost advantage, enabling Spreadtrum to sell at a lower ASP and to maintain gross margins at/above 40%. For Spreadtrum, 3G chipsets should increase from 20% of total revenue at the end of 2010 to 40% by the end of 2012.
Spreadtrum is viewed by the Chinese government as a local Chinese company vs. MediaTek which is Taiwanese. Spreadtrum receives R&D grants of a few million US dollars annually from the Chinese government. Spreadtrum is a preferred vendor to promote the TD-SCDMA standard. The Chinese government wants a strong Chinese domestic chipset supplier.
Jianzhou Wang, the Chairman of China Mobile:
Single-chip may also fail, but the two-chip is no problem, that is coupled with a single-chip chip to do the TD call, without any problems. TD’s current dual-core chip has not done such a grade, but it can take the iPhone with a TD-chip chip.
[In response to the reporter’s question: From the technical point of view, TD maturity of the chip is able to meet the needs of the iPhone’s design?]
From: Wang: 4G is no timetable … [July 6, 2011, via Google translate]
Behind Spreadtrum’s Improbable Turnaround [July 10, 2011] (emphasis is mine)
The first opportunity came as a 90 million RBM TD-SCDMA research contract offered by China Mobile in May 2009. It was recalled by Chen Datong (see the interview) that “Leo Li and five other VPs of the company made an agreement, that if the product cannot meet the technical requirements by May, they would resign together.” (Note that Spreadtrum developed the first TD-SCDMA chip in China under Wu Ping’s management.) The 90 million contract helped Spreadtrum’s top line reflected in 2009 Q2 financial statements. (Chinese media reported this contractin 2009.)
… In June 2009, Spreadtrum ramped up a 6600L baseband chip developed under Wu Ping and launched the product aiming to compete against Mediatek’s MT6225. With comparable performance, the 6600L chip was cheaper by $1 USD on its own and by $2 USD in terms of integrated solution. The price advantage is huge given that the average profit on a low-end cell phone is about $1.4 USD. As a result, Mediatek, the market leader that enjoyed over 90% of market share back then, was forced to participate in this price war in the second half of 2009.
China T&T trip: Structural changes in China handset market [The Goldmann Sachs Group, May 24, 2011] (emphasis in paragraphs is mine)
…
Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011
Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market
expectation of 12mn units with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones.…
CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%. …
China market: TD-SCDMA device makers reportedly urged to slow cooperation with Marvell [March 31, 2011] (emphasis is mine)
Some TD-SCDMA end market device makers in China have reportedly urged their fellow local companies not to rush to adopt TD-SCDMA chips from Marvell Technology on concerns of stability and instead should use similar chips offered by China-based chipmakers, according to industry sources.
Device makers in China stated that the development of TD-SCDMA chips by China-based chipmakers has matured with most solutions having been used in volume commercially without problems regarding to stability.
Although Marvell has been eager to develop TD-SCDMA chips and also cooperated closely with China Mobile, China-based device makers are still skeptical about the stability and commercialization of TD-SCDMA chips from Marvell, claimed the sources.
Despite the concerns from China-based device makers, Asustek Computer has unveiled recently in Beijing a number of TD-SCDMA enabled handsets built using chipset solutions from Marvell, the sources indicated.
China handset and solution makers form alliance to push global image and sales [April 27, 2011] (emphasis is mine)
More than 30 makers in the upstream and downstream handset industries in China have recently formed an alliance, aiming to promote brand image as well as to push sales of China-made handsets globally, according to industry sources in Taiwan.
Participating members include Lenovo, ZTE, TCL, Beijing Tianyu, G’Five, Coolpad, SIM Technology and chipset makers Spreadtrum Communications and RDA Microelectronics, but do not include MediaTek and other Taiwan-based handset makers, the sources noted.
The exclusion of Taiwan-based chipset solution vendors and handset makers may encourage alliance members to adopt handset solutions and parts and components from suppliers in China, the sources indicated.
Update: Huawei Joins Group of Global OEMs Accelerating Adoption of China’s TD-SCDMA Standard with New Ultra-Thin ‘Super’ Smartphone Powered by Marvell’s Single-Chip Solution [Aug 10, 2011]
Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced that Huawei’s new T8300 ultra-thin smartphone, powered by Marvell’s industry’s first commercially available TD-SCDMA single chip solution, has passed China Mobile’s rigorous testing requirements and has shipped to its stores throughout China. The ultra-thin Huawei T8300 measures only 11.2 millimeters thick with Marvell® PXA918 processor and is one of the six new smart phones selected by China Mobile in its first round of procurement this year.
…
“Marvell’s TD-SCDMA single chip solution was the only semiconductor that offered the high-performance processing power and low power consumption we required to deliver a powerful, stylish, multimedia TD smartphone at the right price,” said Mr. Wang Yanmin, President of Mobile Phone Product Line, Huawei Device. “With its long-term commitment to TD and its leadership in the market, we were confident that Marvell could seamlessly deliver the right technology efficiently and be a true partner in bringing our new T8300 smartphone to market.”
Huawei’s T8300 is also equipped with Marvell’s latest 802.11n Wi-Fi solution and runs OMS 2.5, the newest Ophone operating system. It features a 3.2 inch capacitive touchscreen, 720p video decoding and gravity, light and proximity sensors.
Note that T8300 is the TD-SCDMA specific redesign of the IDEOS X3 smartphone announced at MWC’11 (but only delivered since June’11, for around US$240 in Singapore and for around US$200 in Malaysia). The Qualcomm MSM7227 SoC (announced in Feb’09 for sub-$150 smartphones) used in X3 was not able to support TD-SCDMA so the only available SoC was Marvell’s PXA920/918 SoCs family available since Sep’09 (although capable of passing the rigorous TD-SCDMA tests only almost 2 years later as on can see from Marvell’s above press release).
Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See: First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]
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
Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced the introduction of four new TD-SCDMA (Time Division Synchronous Code Division Multiple Access) smart devices by ZTE, including two smartphones, a mobile tablet and a mobile hot spot device. All four devices are customized for China Mobile’s 3G TD-SCDMA market, and feature Marvell’s industry-first TD-SCDMA single chip solution and the most advanced mobile 802.11n Wi-Fi technology with beam-forming capability.
…
The ongoing collaboration between Marvell and ZTE, one of China’s most prominent and innovative communications companies, delivers highly cost-effective smart devices to Chinese end users that are tailor-made for China Mobile’s TD-SCDMA standard. Marvell and ZTE have also worked together to develop end-to-end TD-HSPA+. In the future, the two companies intend to further cooperate to develop creative mobile phone solutions and emerging mobile Internet applications. In recent years, the two companies have also collaborated on a passive optical network (PON), network switches, WLAN and CPUs.
ZTE Product Highlights
- 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.
- Light Tab T9, powered by the Marvell PXA920, is a 7-inch tablet with a WVGA capacitive touchscreen that is only 12.6 millimeters in thickness. It supports phone calls, China Mobile’s CMMB+MBBMS mobile TV, WLAN, Bluetooth and FM. The device also ships with GPS, an electronic compass, an eBook reader and a camera.
- U802 is a highly affordable (sub 1,000 Renminbi [RMB]), all-white smartphone powered by the Marvell PXA918. It features a 2.8 inch touch screen, WLAN/WAPI data connection, CMMB TV, accelerometer for UI auto-rotate, 3 megapixel and 0.3 megapixel dual cameras, a 3D graphics accelerator, Android 2.2 support and a customized Widget desktop.
- A6 is a highly affordable mobile hot spot device customized for TD-SCDMA networks powered by the Marvell PXA920. It ensures smooth switching between TD and Wi-Fi and self-creation of hotspots. It supports up to eight terminal access points and is small, portable and easy to operate.
中兴U880 ZTE U880 (ZTE中兴U880) (ZTE ZTE U880) [extracted on July 11, 2011]
(via Google translate)
- 参考价格: Price:
- ¥ 1180 [北京] ¥ 1180 [Beijing]
网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
- 外观设计:直板 Design: Straight
- 主屏尺寸: 3.5英寸480×800像素 The main screen size: 3.5 inches480 × 800 pixels
- 触摸屏:电容屏 Touch screen: capacitive touch panel
- 摄像头像: 500万像素CMOS Camera head: 500 million pixel CMOS
- 操作系统: Android OS v2.2 Operating System: Android OS v2.2
- 机身内存: 512MB Body Memory: 512MB
- 电池容量: 1250mAh Battery capacity: 1250mAh
中兴U880参数 ZTE U880 parameters [extracted on July 11, 2011]
(via Google translate)
Listing Date
纠错 2011年05月 in May 2011手机类型 Phone type
纠错 3G手机 3G mobile phone主屏尺寸 The main screen size
纠错 3.5英寸 3.5 inches触摸屏 Touch Screen
纠错电容屏 capacitors screen主屏材质 The main screen material
纠错 TFT TFT主屏分辨率 The main screen resolution
纠错 480×800像素 480 × 800 pixels主屏色彩 The main screen color
纠错 26万色 262K网络模式 Network mode
纠错 GSM , TD-SCDMA GSM , TD-SCDMA数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA,HSPA GPRS, EDGE, TD-SCDMA, HSPA支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz操作系统 Operating system
纠错 Android OS v2.2 Android OS v2.2CPU频率 CPU frequency
纠错 800MHz 800MHz机身内存 Body memory
纠错512MB 512MB存储卡 Memory card
纠错MicroSD卡,支持App2SD功能 MicroSD card support App2SD function电池容量 Battery capacity
纠错1250mAh 1250mAh键盘类型 Keyboard type
纠错 虚拟QWERTY键盘 the virtual QWERTY keyboard机身颜色 Colors
纠错黑色 Black手机尺寸 Phone Size
纠错114×56.6×11.8mm 114 × 56.6 × 11.8mm手机重量 Phone Weight
纠错 115g 115g
中兴U802 ZTE U802 [extracted on July 11, 2011]
(via Google translate)
- 网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
- 外观设计:直板 Design: Straight
- 主屏尺寸: 2.8英寸 The main screen size: 2.8 inches
- 触摸屏:支持 Touch screen: Support
中兴U802参数 ZTE U802 parameters [extracted on July 11, 2011]
(via Google translate)
Listing Date
纠错 2011年05月 Correction in May 2011手机类型 Phone type
纠错 3G手机 , 智能手机 ,电视手机 Correction 3G mobile phones , smart phones, TV mobile phone外观设计 Design
纠错 直板 Correction straight主屏尺寸 The main screen size
纠错 2.8英寸 Correction 2.8 inches触摸屏 Touch Screen
纠错 支持 Error correctionsupport主屏材质 The main screen material
纠错 TFT Correction TFT网络模式 Network mode
纠错 GSM , TD-SCDMA Correction GSM , TD-SCDMA数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA CorrectionGPRS, EDGE, TD-SCDMA支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 Correction 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz操作系统 Operating system
纠错 Android OS v2.2 Correction Android OS v2.2CPU频率 CPU frequency
纠错 624MHz Correction 624MHz存储卡 Memory card
纠错 MicroSD卡,支持App2SD功能 CorrectionMicroSD card support App2SD function键盘类型 Keyboard type
纠错 虚拟键盘 Correcting the virtual keyboard机身颜色 Colors
纠错 黑色 Black
http://shop.zte.com.cn/main/mobile/shop_mob_partinfo.jsp?pid=3427&listName=&catalogId=13381 [extracted on July 11, 2011]
(via Google translate)
ZTE Light Tab T9 ZTE Light Tab T9
2480元 2480 yuan
TD-SCDMA HSDPA/HSUPA/GSM/EDGE 智能终端 TD-SCDMA HSDPA / HSUPA / GSM / EDGE smart terminal
7 寸WVGA电容式触摸大屏 7-inch WVGA large capacitive touch screen
厚仅12.6mm,纤薄便携,质感十足 Thickness of only 12.6mm, slim, portable, full texture
超长续航能力:21天待机,5.5小时视频播放 Long battery life: 21 days standby and 5.5 hours of video playback
采用Android 2.2操作平台,支持更多业务应用 Using Android 2.2 platform, support more business applications
支持中国移动CMMB+MBBMS移动电视,特有智能视频增强技术有效提升画面质量 China Mobile CMMB + MBBMS support mobile TV, unique intelligent video enhancement technology to effectively improve the picture quality
支持中国移动深度定制的宽带互联网、飞信、音乐随身听*、DM*等增值业务 The depth of customization to support China Mobile’s broadband Internet, flying letters, music player *, DM * and other value-added services
最高支持32G扩展卡、U盘功能 Up to 32G expansion card, U disk function
支持WLAN、蓝牙、FM功能 Support for WLAN, Bluetooth, FM function
支持重力传感、光敏感应、GPS导航 Support for gravity sensing, light-sensitive sensors, GPS navigation
Andorid2.2 custom blade moving ZTE U880 TD evaluation [June 17, 2011]
China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that
Follow-up: – Good TD-LTE potential for target commercialisation by China Mobile in 2012 [July 13, 2011]
See also: Mobile Internet (Aug’11) which is a total update on Aug 26, 2011 with a lot of additions to the original July 19, 2010 content on the following subjects:
– LTE and LTE Advanced — HSPA Evolved (parallel to LTE and LTE Advanced) — Heterogeneous networks or HetNets — Femtocells and Picocells — Qualcomm innovations in all that — Ericsson’s LTE Advanced demo — Current roadmaps on evolutions of current 3G+ broadband mobile networks
China Mobile to accelerate TD-LTE commercialization [June 10, 2011] (emphasis is mine)
China Mobile reportedly has decided to accelerate its investment in TD-LTE technology aiming to push the commercialization of TD-LTE networks one year ahead of its original schedule, according to industry sources.
The affects of poor sales on the commercialization of its 3G TD-SCDMA networks has pushed China Mobile to move forward into the 4G segment, the sources indicated.
The move by China Mobile has attracted attention from a number of chipset makers including Qualcomm, Sequans Communications, MediaTek and VIA Technologies as well as China-based Spreadtrum Communications, Hisilicon Technologies and Innofidei, as they have all been eyeing the 4G chipset market in China, the sources noted.
MediaTek has decided to expand its R&D team for the development of LTE and WiMAX chips in Taiwan and China, with plans to raid talent from other wireless chipmakers as well as from HTC, said the sources, noting that MediaTek also does not rule out the possibility of acquiring related LTE R&D teams at home and abroad later.
Global opportunities for LTE TDD [Ovum, February 2011]
Quite often, LTE TDD (also known as TD-LTE) is wrongly presented as a Chinese technology. … However, unlike TD-SCDMA, which was originally a Chinese technology that was subsequently adopted by 3GPP, LTE TDD has been part of the 3GPP standardization effort since its inception. … China Mobile learned at its cost with TD-SCDMA that being a 550 million customer mobile operator helps to attract vendor attention but is not enough to make a technology a global success. The operator consequently built a strategy to position LTE as the next GSM, making LTE the de facto global standard for mobile broadband – something most cellular operators would welcome for cost reasons.
…
China Mobile is facing several challenges with TD-SCDMA. One of the most acute relates to the smaller economies of scale associated with a weaker device ecosystem compared to UMTS/HSPA. This is why China Mobile quickly oriented its long-term mobile broadband strategy towards LTE TDD. … In terms of LTE TDD network expansion, we believe that it could be faster than TD-SCDMA as the network will leverage many aspects of the current TD-SCDMA network including cell site facilities, backhaul, and even parts of the base stations. … Despite the large scale of the trials, the drawback of a 1H12 launch is the impact it may have on the development of the LTE TDD ecosystem. Fortunately for the technology, another significant market, India, may launch commercial LTE TDD services before the end of 2011.
…
It is Ovum’s view that LTE TDD will become widely adopted in the global market, but this will take time, as exemplified by our forecasts. There will be a delay of 12–18 months between the take-off of the two LTE variants. For LTE FDD take-off should be around 2012–13, while it is expected that this will be around 2013–14 for LTE TDD. We forecast 89 million LTE TDD connections by 2015, representing roughly 25% of total LTE connections.
First Pre-commercial LTE TDD/FDD Uni-Mode Single Chipset USB Dongle to be Launched in June [June 9, 2011]
In June 2011, the world’s first pre-commercial LTE TDD/FDD uni-mode, multi-band, single chipset USB dongle supporting LTE TDD/FDD idle mobility (cell reselection) will be launched by Huawei Hisilicon. Successful completion of the IOT tests with all of the 10 infrastructure vendorsindicated that it had fully satisfied the Uu IOT and terminal test requirements of MIIT and CMCC.
Detailed design parameters are as follows:
The TD-LTE USB Dongle makes an unprecedented advance in functionality, performance, form factor, and interoperability. Prior to the launch of this pre-commercial TD-LTE dongle, 3 other critical development stages were completed:
- The first release of TD-LTE single-mode USB dongle test samples were released at the Shanghai World EXPO in mid 2010. All the terminals were custom-designed for the trial/ demonstration with the 65nm chipset design. Most of them passed the IOT tests with 1-2 infrastructures.
- The first release of LTE TDD/FDD dual-mode Single Chipset USB (65nm design) dongle test samples were released at GSMA MWC 2011 in February 2011. The USB dongles provided by Huawei Hisilicon and Qualcomm can support TD-LTE and LTE FDD in a single chip. The dongle is designed to support TD-LTE or LTE FDD based on the software that is loaded. IOT tests with 3-4 infrastructrues were passed during this phase.
- The pre-commercial TD-LTE single-mode multi-band USB dongles (45nm design) were launched during the GTI 1st workshop in April 2011. These were targeted for trial applications and installations. More than 20 TD-LTE USB dongles from ZTE provided problem free services during the two-day GTI workshop. The DL peak data rate reached 80Mbps and the average single user DL data rate reached 4Mbps. The dongle demonstrated the commercial readiness, stable performance and rapid development of the TD-LTE dongle.
The development quickly progressed from a 65nm test sample to a pre-commercial, Full IOT, Uni-mode, 45nm solution in less than a year. TD-LTE Large Scale Trials in China and commercial deployment in India and Japan will speed up its commercial readiness. The TD-LTE dongle will be commercially available in 2011.
Spreadtrum Communications Acquired Stake in MobilePeak Holdings, Ltd., a Leading UMTS/HSPA+ Modem Chipset Designer [June 9, 2011] (emphasis is mine)
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has acquired approximately 48.44% of the total outstanding shares of MobilePeak Holdings, Ltd. (’MobilePeak’), a privately held fabless semiconductor company based in Shanghai and San Diego that specializes in the design of highly integrated UMTS/HSPA+ modem chipsets.
Spreadtrum acquired approximately 48.44% of MobilePeak’s total outstanding shares, and provided a short-term loan to MobilePeak for the repayment of MobilePeak’s outstanding convertible bridge loans, for an aggregate cash consideration of approximately US$32.58 million. Spreadtrum intends to purchase all of MobilePeak’s issued and outstanding shares, and expects to complete the acquisition in the third quarter of 2011. Thanks to MobilePeak’s efficient operations, Spreadtrum expects the acquisition to have a minor impact on its earnings per share in Q2 and the remaining quarters in 2011, and Spreadtrum maintains its Q2 2011 guidance in terms of revenue, gross margin, and operating expenses as a percentage of revenue.
Commenting on the transaction, Spreadtrum’s Chairman, President and CEO, Dr. Leo Li, said, ’We are very pleased and excited to welcome the MobilePeak team. The synergies between the two companies and the opportunities created by this transaction are clear. With MobilePeak’s complete UMTS/HSPA+ solution, we will broaden our portfolio of worldwide wireless handset technologies, and make inroads into the WCDMA feature phone, smart phone and tablet markets.
“Utilizing our advanced 40nm technology, mature GSM/GPRS/EDGE and TD-SCDMA platforms, and working closely with MobilePeak’s Shanghai and San Diego teams, we will be well equipped to expand our international market shares. These capabilities are also a solid foundation for developing the next generation multi-mode FDD-LTE/WCDMA and TDD-LTE/TD-SCDMA technologies over the next two years.”
Mr. Qiuzhen (Joe) Zou, Chairman and President of MobilePeak, said, ’ We are eager to work with the Spreadtrum team. Since MobilePeak’s inception in 2005, our team has developed world-class baseband chipsets with support for 3GPP Standard through Release 7, including HSPA+ technology up to Category 14 with 21Mbps maximum downlink speed and 11Mbps maximum uplink speed. MobilePeak has more than 100 patents granted or pending worldwide, and its solutions have passed GCF tests and top-tier handset makers’ strict in-house tests. We are confident to roll out the first 40nm HSPA+ solution platform for feature phones and smart phones by 2012.’Mr. Zou will assume the role of Chief Technology Officer at Spreadtrum.
Mr. Zou founded MobilePeak in 2005 and has since served as MobilePeak’s Chairman. He served as MobilePeak’s Chief Technology Officer from 2005 to 2010 and assumed the position of President in 2010. Mr. Zou has more than 18 years of experience in the wireless communications industry. From 1993 to 2003, Mr. Zou held various positions with QUALCOMM, Inc., where he became a Vice President of Engineering in 2000. At QUALCOMM, Mr. Zou led various semiconductor design projects, including multiple generations of CDMA baseband chipsets. Mr. Zou received a BSEE from Southeast University in Nanjing, China in 1992, followed by an MSEE from Stanford University in 1993.
China market: 3G network investment totals CNY289 billion [June 14, 2011]
China Mobile, China United Telecommunications and China Telecom have cumulatively invested a total of CNY289 billion (US$43 billion) in setting up 3G networks consisting of 697,000 base stations around China, China-based http://www.xinhua.com has cited Ministry of Industry and Information Technology officials as indicating.
The three carriers had 67.57 million 3G subscribers in total as of the end of April 2011, the report indicated.
Goal for domestic 3G network set at 50m users [June 9, 2011]
The Chinese government has set a target of achieving more than 50 million third-generation (3G) mobile users by the end of 2011 for its homegrown telecommunication standard, but analysts predict the technology may not be the biggest winner in the 3G era.
Zhao Bo, deputy director of the electronics and information department with the Ministry of Industry and Information Technology, said on Wednesday that China should continue to push forward its TD-SCDMA (Time Division-Synchronous Code Division Multiple Access) 3G technology.
“The TD-SCDMA technology should realize its strategic target of acquiring at least one-third of China’s market, and grab 50 million users by the end of this year,” Zhao said.
He said he is confident that China Mobile Ltd, the world’s biggest telecom carrier by users, will achieve the goal within the schedule.
China Mobile is building the TD-SCDMA 3G network in China, while its domestic rivals, China Unicom Ltd and China Telecom Corp Ltd, adopted the WCDMA and CDMA2000 3G technologies.
Ye Lin, an official from the technology department of the Ministry of Industry and Information Technology, said since the three Chinese telecom operators obtained 3G licenses in early 2009, China has made major progress in 3G network development.
The three carriers have invested a total of 289 billion yuan ($44.6 billion) in 3G network construction in the past three years, Ye said. More than 697,000 3G base stations have been set up in the same period, he added.
The ministry recently announced that the number of 3G users in China reached 67.6 million by April.
China Mobile topped the list with 29.4 million, and China Unicom followed with 20.4 million. The smallest telecom carrier, China Telecom, had 17.8 million by April.
The great leap forward: How the world’s largest operator aims to jump one generation [Ericsson Business Review, June 10, 2011] interview with Bill Huang, GM of the China Mobile Research Institute (emphasis is mine)
China Mobile is pushing the time division (TD) flavor of LTE hard. Why is it necessary to have more than one kind of LTE, and what benefits does TD offer end users?
To understand, you must look back at what caused this technology evolution. There was an understanding that to go digital we must have a global standard. There were many candidates but they fell apart. GSM was a very good effort and succeeded in becoming the first real global standard. Then came 3G. In retrospect, 3G was a questionable development. It optimized voice capacity and quality but data traffic was kind of an afterthought. GSM did the job just fine. The best example is China Mobile. We deployed the world’s largest GSM network with the lowest tariffs, and never saw the need for a better voice service. 3G was a solution looking for a problem. And indeed, WCDMA did not take off until HSPA was developed. So from a historical perspective, HSPA was the only killer application for WCDMA, and internet access is the only reason HSPA took off.
Mobile internet is the only growth area for mobile communication … LTE carries the heritage of GSM and WCDMA with it … the selection of TD technology as a strong candidate in the evolution of LTE gives us an internet advantage. Historically, mobile communication has been symmetrical, dominated by voice. Internet traffic is not symmetrical. Downlink is typically 10 times faster than uplink, and addresses this. TD is unique in the way you can adjust the uplink and downlink ratio. And that’s why TD has become very useful – not only does it allow operators to use spectrum more efficiently, it also offers consumers a better user experience and lower costs.
…
How will China Mobile use 3G?
We will accelerate. For China Mobile 3G is an important licensing issue, and we are building a 3G infrastructure to create the momentum [with 3G HSPA level?] with which we move towards 4G.
Isn’t that a long way off in the future? Don’t you need to develop mobile broadband now?
Completely wrong! We are targeting commercialization next year, not in five years. In fact, operators in India and Japan plan to go commercial this year, but we are not that aggressive. So you see: 4G is not being pushed by the vendors, like 3G was. 4G is being pushed by the carriers. LTE is the only standard in the industry where, if you have a product, people will buy it right away. It’s the reverse of how things used to be, and very interesting. LTE is being developed fast, but not fast enough.
…
Instead of looking at data volume, we can charge for downloading a movie, regardless of size, or a song or a book. We have all of that already in place. But frankly I don’t think consumers are used to content based billing, so we need to educate them – in many cases. … China Mobile’s strategy is that we will be a content and application aggregator, therefore becoming a smart pipe – not a dumb pipe that just provides access without aggregating anything. So we become the Walmart of information.
Instead of charging for content or traffic we can create a club. People are familiar with that concept. You pay one monthly charge and everything is free. It’s very effective; Netflix is a good example of a subscription based service that I think has a very good future as a business model. At China Mobile we can do anything with scale, but we can’t do everything in a niched or personalized way. So, if we provide a club we get to leverage that scale. We have 600 million subscribers. If only 10 percent sign up, that’s already 60 million members. If just 1 percent sign up, that’s 6 million members.
How do you handle the threat from the over-the-top (OTT) players, the internet companies?
It is a very real threat: OTT services can now replace almost any communications service imaginable. ott services are usually free, so this business model is based on backward billing. … What we hope to entice the user with is the quality of service – that’s our most important competitive advantage. … we must also look to reduce the cost of our services, potentially making them free as well. If we use other ways to generate revenue – like advertising or the club concept, and the user subscribes to a bandwidth bundle – we could provide the voice club service for a fixed fee, while guaranteeing the quality. Then I think we could kill off OTT very easily.
…
What do you expect from the cloud?
For mobile internet we have established a three-front strategy: LTE; the smartphone (operating Ophone, which is based on Android plus); and cloud computing. Only by combining all three can we create a really competitive and successful mobile-internet business.
We believe the cloud is an infrastructure technology that can address the cost of computing, reduce energy consumption and become a common platform for society, consumers and companies. Historically telecom operators have been reluctant to embrace it, but this was a mistake. In the US, I think carriers have already given up. They allow Google, Amazon and Microsoft to run cloud computing. But there are opportunities for China Mobile. If anything, we can do infrastructure on a large scale, data centers and so on. We do not have to develop all of the internet services in the world to compete with Google or Facebook. What we could do is build a cloud-computing infrastructure and invite all the internet companies to partner with us.
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The most important phenomenon that will drive change in the mobile communications industry today is the evolution of smart phones. What used to be a communications device is now an all-purpose computing device. Today, fewer than 20 percent of our subscribers use smartphones. We think that in three to five years over 80 percentof our subscribers will use smartphones.
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Have tablets changed this picture?
No, I see them as just bigger smartphones. In fact, Microsoft and others have tried for many years to introduce tablets and failed. But when Apple introduced the iPad, which is just a big iPhone, everybody loved it. So, this proves that a successful tablet is a big smartphone. The look and feel is very similar to that of a phone.
How do you work with the app store concept?
We embraced it completely and the way we differ from Apple is that we support all operating systems – including iOS if Apple wants us to. … We hope to create a platform that is independent of operating systems. … The reason China Mobile chose Android was that we need the flexibility to differentiate. We need to add components, APIs and functionality to Android. That’s why we call it Android plus.
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I don’t know if video is going to be a major revenue stream, but I am sure it’s going to be a major application. I say that because making video calls on IMS [IP Multimedia System]will become an internet application, so it depends on how we charge for it. It opens up the potential for more creative billing strategies. We would be able to deliver a level of quality that would be very difficult for an ott player to achieve.
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We studied what kind of apps users download and you’d be surprised how similar people’s tastes are. The top 1,000 apps have a 99-percent share of the market. That’s very good news for operators. We are not very good at long tail, but we are definitely good at short tail.
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We want a mobile phone to be able to transmit TV to a large screen – so you can watch the program on your phone’s small screen or your computer screen, but also take it with you when you visit someone and watch it together on a large screen, in high definition. You won’t need the DVD. The mobile becomes the set-top box. So China Mobile doesn’t need a three-screen strategy – we only need a one-phone strategy. We are working on a wireless multimedia transmission technology called WiMo for this, and expect it to be available in two to three years.
Are you ready for mobile banking?
To be frank, we have not figured out which technology’s the right one to get the credit card or the payment mechanism into the phone. The most viable one for phones would be near-field communication (NFC). We have already established our architecture for mobile commerce and an account system with connections to all the banks, so from a service point of view we already have everything in place. What we need right now is for more phones to have the capability to carry the mobile payment and transaction engine – the right chip and components to support it, along with NFC.
Is banking a comfortable area for operators?
We don’t necessarily have to compete with the banks. We can rather just be the wallet and charge a monthly fee for the service. In other words, the banks can issue the cards and put them into our phones. We will make our platform open for all the banks. We don’t have to issue our own cards; all we have to do is to become the channel for the credit cards. And then we can make money. It is a great service – to sign up you don’t have to fill in a lot of forms; we have all the customer data that is needed.
How China institutional changes influence industry development? The case of TD-SCDMA industrialization [May 25, 2011]
… in view of that China state capitalizing on different SOEs and accompanying institutional changes, we further break framework into two time-periods:
– During stage 1 (2002- 2008) that China central government started to support Datang Group, aiming to commercialize TD-SCDMA technology into products. State also assigned Datang to lead TDIA [TD-SCDMA Industry Alliance designed to function as the platform of TD-SCDMA development, involving the activities of setting standard, sharing IPR, organizing supply chain, and coordinating among members] for TD-SCDMA industrialization.
– In stage 2 (2009-present), China state turned to mandate China Mobile to promote TD-SCDMA, not only responsible for networking building and service providing, but also for organizing of mobile handset supply chain (Wang and Tsai, 2010).…
The R&D capacity of Datang Group as a whole is questionable, despite that Datang set home-grown TD-SCDMA standard (interview ES1). Since 1992, CATT had received national grant to undergo the earliest home-grown standard (SCDMA, 2G), but failed to commercialize due to weak R&D capacity in commercialize large-scale system development (Chen, 2005; Soh and Yu, 2010)11. Second, Datang XiAn, founded in 1993 and specializing for telecommunication equipment manufacturing for digital automatic switching (SPC) product, can not compete with local minying enterprise Huawei and mixed enterprise ZTE since late 90’s to early 2000’s (Fuller, 2005: 201; Harwit, 2007; Liu, 2008).
… the Datang Group is state-owned enterprise spin off from CATT, and they didn’t directly confront market and no pressure for survival(interview ES1and IS1). Although state continuously channeled national resources to compensate the loss (cf. Table 1 2004 negative profit) from developing TD-SCDMA and that Datang Mobile indeed deployed on R&D and accomplish some patents, Datang Group as a whole can not develop innovation capacity in designing parts and testing whole TD-SCDMA network system. One of the reason is that Datang Group lacked of associated knowledge and experience before (Soh and Yu, 2010).
The same situation occurs in TD-SCDMA mobile terminal products. The joint ventures IC design firms of Datang and MNCs, such as T3G or Commit, launched none of TD-SCDMA products to the market and ended up merged by ST-Ericsson or bankrupted. Likewise, Datang Mobile fruited no complete TD-SCMDA handset, so the state turned to university and public-sector research institutes to support the development of TD-SCDMA (Liu, 2008, 2009).
…
TDIA also confronted frustration in knowledge sharing and organizing of supply network. There’s no patent license-out or cross-license among member (Sumtttier et al., 2006; Whalley et al., 2009), except occasional license out from Datang to ZTE and Putian (Soh and Yu, 2010). Theoretically, Datang supposed to invite and global companies, such as Huawei and ZTE, into the supply chain of TD-SCDMA and leverage on their experience. But Datang, as the father of TD-SCDMA, tried to protect and guard their child (interview ES1). On the other hand, the R&D capacity of Huawei and ZTE outperformed Datang, so Huawei and ZTE won’t bother to join Datang on patent sharing and further on TD-SCDMA technology/product (interview RS4 and RS6).
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State pick winner [and looser] SOE as national team
By contrast to Datang, the state evolves to pick China Mobile as the new national team by assessing past performance as selection criteria. First, China Mobile has near 500 million (end of 2008) users, making it as the largest telecom operator worldwide (BMI, 2010). So it’s a feasible path to migrate most China users from 2G (GSM) to home-grown standard (Interview, ES1). Second, China Mobile is most profitable and potential operator in China that China Mobile had the capacity and capital to promote TD-SCDMA (Interview ES1, SS2, ES1).
… the state threatens China Mobile: TD-SCDMA or none of 3G licenses. Coupled with impact on Mr. Wang’s political career, China Mobile has no choice but to promote TD-SCDMA (Interview ES1). On the other hand, the state also subsidizes RMB$10 billion (SinoCast, 2009) to compensate for potential loss estimated RMB $30 billion each year (Interview RS5).
In short, China state changes institutional means of supporting core SOE by both subsidies and threat, rather than carrot without stick. The state also changes to assess SOE’s past performance for prospects of TD-SCDMA. Despite the mandatory mission, China Mobile indeed starts to recruit R&D staff with high salary (Interview RS5) and experiments several innovations on TD-SCDMA network deployment, mobile phone launch, and service package to users (Interview IS1).
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For the particular case of TD-SCDMA development, this paper contributes to discover that China state experiments and adapts institutions, along with the mentality adjusted from ‘standard matters’ to ‘R&D capacity rules’. More, the macro-level institutional learning also leads to meso-level institutional adaptation in the telecommunication industry. China Mobile acts as a mediator between state and network of firms, with the resources re-distribution and demand for collective action through the whole supply chain. Therefore, China Mobile not only managed to offer users with innovative service and networking build through in-house R&D, but also to organize the preliminary formation of TD-SCDMA production networks.
…
China Mobile, as a customer rather than rival of equipment manufacturers, had invested RMB$148 billion during 2008 to 2010 through four stages bids of infrastructure construction (BMI, 2010; IEK, 2010). Both local and global firms, such as SOEs Datang and Putian, minying Huawei and MNCs Nokia-Siemens, all compete for TD-SCDMA network building (Wang and Tsai, 2010). The final winners are Huawei and ZTE, for their cheaper but good product quality than MNCs’ and SOEs’ (Interview ES2). It indicates that China Mobile also selects their cooperating partners basing on market performance as the foremost criteria. This is different from the previously protectionism signal that Datang sent, since the SOE was targeted to dominate China market under the umbrella of MIIT, and which formulated the national industrial policy.
China Mobile also realizes that the biggest problem of TD-SCDMA industrialization is the shortage of TD-SCDMA handsets in the market. Under the pressure from mission and profit, China Mobile urges their current partners (e.g. Nokia and Motorola) to produce TD-SCDMA products through replicating the same incentives tools that state imposed upon China Mobile. That is, China Mobile, basing on their market significance, threatens their main suppliers (e.g. Nokia and Motorola): TD-SCDMA products or none of other business (Interview IS1). On the other hand, China Mobile first offered RMB$ 600 million to three chipsets designers and nine handset suppliers, to induce these leading firms to offer cheap products to penetrate China market. Thus, Nokia, HTC, Samsung and some local firms started to launch TD-SCDMA handsets. Most of all, China Mobile plays as a coordinator to integrate the supply chain, from upstream IC design firms to downstream manufacturers (Interview IS1).
China Mobile awards 12 companies TD-SCDMA research grants [May 17, 2009] (p. 4, emphasis is mine)
China Mobile will provide funding of RMB 600 million ($87.77 million) to 12 mobile phone and chip manufacturers for the research and development (R & D) of terminal devices based on the homegrown TD-SCDMA standard, China Mobile announced on May 17.
According to the announcement, the 12 companies include nine mobile phone manufacturers, namely Motorola Inc., Samsung Corp., Yulong Computer Telecommunication Scientific Co. Ltd., Dopod Communication Corp., LG Electronics (China) Co. Ltd., ZTE Corp., Hisense Group, Guangzhou New Postcom Equipment Co. Ltd. and Huawei Technologies Co. Ltd. along with three chip makers, namely T3G Technology Co. Ltd., MediaTek Inc., and Spreadtrum Communications Co. Ltd.
As China Mobile stipulated that chip makers and mobile phone manufacturers pair up in the R & D project, T3G will work with Motorola, Samsung, Dopod and Huawei while MediaTek will work with Yulong, ZTE and LG. Spreadtrum will collaborate with Hisense and New Postcom.
Motorola, Samsung, Yulong, Dopod and LG, together with their chip maker partners [T3G and MediaTek], will receive combined funding of RMB 310 million ($45.35 million) from China Mobile for R & D of high-end TD-SCDMA mobile phones. The remaining mobile phone manufacturers [Huawei, ZTE, Hisense and New Postcom], together with their chip maker partners [T3G, MediaTek and Spreadtrum], will be responsible for R & D of low-end TD-SCDMA mobile phones and will receive combined funding worth RMB 290 million ($42.42 million) from China Mobile, the announcement said.
China Mobile Reveals TD-SCDMA Handset Subsidy Bidding Results [May 17, 2009] (emphasis is mine)
On May 17, China Mobile (NYSE: CHL; 0941.HK) held a signing ceremony for subsidies targeted at joint TD-SCDMA handset R&D, with nine handset manufacturers and three chip manufacturers signing a “cooperative R&D” agreement. China Mobile will invest RMB 600 mln in the subsidies, driving total investment of over RMB 1.2 bln in TD-SCDMA R&D, with the remaining contributions coming from participating vendors.
6 joint bids won subsidies for China Mobile’s “Flagship Broadband Internet Handset” project: Motorola and 3G chip manufacturer T3G; Samsung and T3G; mobile handset manufacturer Yulong and TD-SCDMA chipmaker Leadcore Technology; Smartphone manufacturer Dopod and T3G; LG Electronics and Leadcore; and ZTE and Leadcore. China Mobile will invest approximately RMB 310 mln in the project.
For the “Low Cost 3G Handset” project, the five successful bids were ZTE and Leadcore; LG and Leadcore; Hisense and wireless baseband chipset provider Spreadtrum Communications (Nasdaq: SPRD); Guangzhou New Postcom and Spreadtrum; and handset manufacturer Huawei and T3G. China Mobile will provide approximately RMB 290 mln of funding for this project.
7 months later these 11 handsets were shown [as per China Mobile’s Dec 17, 2009 press release in Chinese
China Mobile‘s 200 Models of TD Mobile Phone Listing This Year [March 18, 2011]
Recenly Li Yue, president of China Mobile, attended the Results Announcement said that China Mobile has an adequate supply in the 3G mobile phones. Currently, 50 companies are available to TD phones, and another 200 models will be able to supply soon.
At the end of last year, China Mobile has conducted 6 million low-end TD mobile phones tender. And in February this year, China Mobile has conducted 12.2 million high-end TD mobile phones procurement, of which, about 150 million units flagship Internet terminals, 30 million units dual card dual standby terminals, 320 million units multimedia intelligent terminals, 400 million units fashion and entertainment terminals and 320 million units universal intelligent terminals.
Xue Taohai, vice president of China Mobile, said the group will control the handset subsidies in 17.5 billion yuan. It is reported that China Mobile set a new goal for 25 million 3G users this year, and the current 3G network has covered 656 cities.
China Mobile Changes Strategy in Terminal Procurement [April 22, 2011]
Foreign mobile phone makers that has been disappointed in the bidding invitation of China Mobile Ltd. (SEHK: 0941 and NYSE: CHL) for centralized procurement of 6 million TD-SCDMA terminals last year, have turned things around in this year’s first round of centralized procurement kicked off by the leading telecommunications carrier.
Reporters find out that foreign mobile phone makers have won more than half of the share in recent centralized procurement, indicating that China Mobile has adjusted its philosophy in terms of the development of TD-SCDMA terminals, pointed out an insider who declines to reveal his name, saying that the company is not satisfied about current situation for the distribution of TD-SCDMA mobile phones.
A top executive of China Mobile opens out that the sales volume of TD-SCDMA terminals is small, indirectly confirming the report, saying that TD-SCDMA mobile phones have bad quality and high prices.
In the opinion of a researcher of iSuppli, China Mobile has changed its strategy to snatch market share and enlarge user base through low-end TD-SCDMA terminals and will improve the brand influence and boost the sales volume of TD-SCDMA mobile phones through the promotion of flagship terminals.
At the end of 2010, a domestic TD-SCDMA chipmaker has begun preparing for the next year’s centralized procurement of TD-SCDMA mobile phones by China Mobile, since the distribution of TD-SCDMA terminals completely relies on telecom carriers.
The top management of the chipmaker has been determined to win the centralized procurement. However, in February 2011, the announcement of China Mobile about the result disappointed them.
China Mobile has focused on medium- and high-end mobile phones in this year’s first round of centralized procurement while bid winners were all domestic TD-SCDMA terminal makers last year.
The changing philosophy of China Mobile is unfavorable to domestic mobile phone makers, which are mostly oriented to the manufacturing of medium- and low-end TD-SCDMA terminals.
Take the example of upstream chipmaker Leadcore Technology Co., Ltd., its shipment of TD-SCDMA chips topped 13 million in 2010. In last year’s centralized procurement, the company took over half of the share.
In contrast, US IC designer Marvell Technology Group Ltd. (Nasdaq: MRVL) that is oriented to the medium- and high-end TD-SCDMA smart phone market is likely to snatch more than half of the share in the latest centralized procurement.
Whatever strategy China Mobile adheres to, its aim will not change. That is to attract more customers for TD-SCDMA mobile phones. A top executive of Leadcore Technology believes that high-end TD-SCDMA terminals will help China Mobile improve its brand influence. But, to boost sales volume, the company still has to rely on medium- and low-end mobile phones.
(1 USD = CNY 6.51) Source: http://www.nf.nfdaily.cn (April 22, 2011)
Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011 [May 24, 2011]
Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market expectation of 12mn units with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones. That said, Leadcore believes that MIIT has required CM to add 30mn TD-SCDMA subs in 2011 and TD terminal or chipset shipment is likely to be 53mn in 2011. Leadcore is hopeful that feature phone and SP could represent most of the TD phones with fixed wireless terminals at only 3-4mn in 2011. Leadcore expects CM to shift to open channels, which also receives a subsidy through contracts with provincial or local CM subsidiaries; and we predict the mix of open channel and central procurement to increase from 30% and 70% in 2011 to 70% and 30% in 2012, respectively. Similarly, Spreadtrum also expects TD chipset market to reach 45-50mn in central procurement (fixed wireless 35%, feature phone 50%, smartphone 10-15%), and 60mn-70mn units in total (including the open channel). Spreadtrum has seen strong recent demand from open channel. We note that open channel tends to sell more feature phones and fixed wireless phones.
Leadcore and Spreadtrum aim to gain TD market share in 2011
Leadcore believes that it has 50% of TD market share together with Mediatek. Marvell has relocated some of its R&D resources to China and is getting support from OEM. CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%.
Rumor: China Mobile Establishes National Handset Procurement Arm [May 27, 2011]
An industry source said recently that China Mobile (NYSE: CHL; 0941.HK) has circulated a memo internally announcing the establishment of a terminals center, to be announced officially in August, that will operate as a national-level handset procurement subsidiary. The operator is currently making necessary internal adjustments in order to transfer staff to the new center.
The new terminals center will be operated like a division of China Mobile, overseen directly by China Mobile headquarters, and will focus on terminal procurement and sales. The center will be comprised of several departments, including products, procurement, marketing, channels, systems support, general services, and finance. While it is being referred to internally as the “mobile terminals center,” externally it will operate like a company.
Previously, the source said, China Mobile’s headquarters had been separate from provincial-level procurement operations, which it will now unify under the new terminals center. If a handset manufacturer is not on the center’s supplier list, it will be unable to promote its handset through provincial subsidiaries.
Earlier reports claimed that China Mobile had planned to transform handset distributor Topssion, which it acquired in March, into a terminal sales subsidiary.
Borqs Unveils Latest OPhone Handsets at 14th China Beijing International High-tech Expo [May 20, 2011] (emphasis is mine)
With the coming of the World Telecommunications Day, the 14th China Beijing International High-tech Expo (the Expo) opened at China International Exhibition Center from May 18th to 22nd, 2011. This Expo was co-organized by several state departments of China, including the Ministry of Science and Technology, Ministry of Commerce, Ministry of Education, and Ministry of Industry and Information Technology. Many innovative enterprises participated into the Expo with their innovation achievements. Borqs, one of the members of China’s National Special Key Projects, were also invited and exhibited the new serial of TD smartphones running on OPhone OS 2.0 or higher.
From “Made in China” to “Created in China”, and then to “China Standards”, enterprises based in Zhongguancun have always been committed to innovation and development since their establishment. As technology advancement and industry transfer are seen everywhere around the world, China Mobile developed and launched the first 3G standard in China, TD-SCDMA, a decade plus ago. As of today, China Mobile has maintained 61.9 million 3G mobile users as well as 26.99 million TD-SCDMA users. Recently, Mr. Jianzhou Wang, the Chairman of China Mobile, pointed out that TD system was no longer a test network but a commercial one covering 656 cities around China with the joint efforts of China Mobile and its industry partners from within and outside the country. Especially, the TD-SCDMA industry chain has emerged in recent years,, consisting of near 50 telecommunication enterprises, including many manufacturers and providers of network, terminals and chips, in and outside China.
OPhone OS is closely related to TD. Up to now, OPhone smartphones account for 50% of TD smartphones. At the Expo, a wide range of TD terminals are exhibited, including many new OPhone-based models. Following its receiving recognition from the state officials at the prior 11th Five-year Plan Major Science & Technology Achievements Exhibition, OPhone OS continued to be all the rage and attracted many visitors at the Expo.
TD-LTE Industry Briefing – May 2011 by China Mobile [May 27, 2011]
TD-LTE Large Scale Trial in China Update –All 6 Cities Have Launched Base Stations
- All 6 cities have launched base stations. The number of launched Base Stations has reached 20% of the planned ones.
- The planning of continuous coverage in hot spot areas has been completed in all 6 cities. The constructions are under way:
– 78% supporting facilities modification accomplished
– 69% equipments arrived
– 35% equipments installed
- Transmission tests have been completed in several cities
- EPC and Security tests initiated in several cities in April 2011
- RANtests are planned to start in the end of May 2011TD
…
GTI Official Website: http://www.lte-tdd.org
The GTI official website was launched during the 1st GTI Workshop [on 27-28 April 2011 in Guangzhou, China]. The website shares the latest information about TD-LTE related News, Events, Reports and Statistics. GTI operators have the rights to access the Working Space on GTI website for technical presentations and further deliverables of GTI.
China Mobile Almost Finishes Pilot TD-LTE Network Deployment [June 7, 2011]
China Mobile, one of the Big Three telecom operators in the country, has completed deployment of a pilot TD-LTE network in most of the cities selected for a planned test, disclosed people familiar with the matter today.
Most of the system equipment makers have completed the first TD-LTE call in cooperation with the branches of China Mobile, according to one of the people, noting that additional telecom equipment makers are expected to make a presence in the program for an expansion of the test.
The TD-LTE network test, kicked off on March 24 with the releasing of document from the Ministry of Industry and Information Technology (MIIT), has been going on smoothly reflected by a group of telecom equipment makers’ success in TD-LTE call.
Huawei Technologies Co., Ltd., one of the top-ranking telecom equipment makers in the country, helped launch the first TD-LTE wireless connection in Shenzhen on April 6, facilitating the rollout of high-speed download service and high-definition video service based on the TD-LTE data card.
TD LTE to revolutionize wireless broadband [May 31, 2011] (emphasis is mine)
During the second international LTE conference held in New Delhi, the industry said that it has become imperative to deploy LTE technology to set standards. With numerous benefits of TD LTE, the industry is graping with deployment challenges while early availability of devices has become another area of concern. Bharti Airtel is conducting trial in Chandigarh. The deployment of TD LTE at right time as well as availability of devices will be a challenge, and it is coming out with a lot of hope.
Speaking at the event, J Gopal, Advisor (Technology), DoT said that they are looking forward for this technology to bridge digital divide and facilitate economic growth. With various consumer-centric advantages, TD LTE is becoming an important tool for every operator today while some of them have already begun trials.
“Eventually we see migration from WiMax to TD LTE and significantly there is a global initiative to promote it. India and China are the leading contenders of this technology, which is mature now,” said Sujit Bakre, head, 4G business development and product management (APAC), Nokia Siemens Networks. Large investments have already been done on 2G/3G and now we should leverage voice onto TD LTE, he added. Bakre reiterated that they bagged two commercial deals in Middle-East and Latin America but however couldn’t name the operators.
Puneet Garg, VP, Networks, Bharti Airtel said that TD LTE is a next step towards broadband wireless and is the fastest BWA technology and has become a realty now. “It will make high speed wireless broadband affordable to urban and rural consumers. This technology facilitate low TCO”, he added.
Rajan S Mathews, director general, Cellular Operators Association of India said that broadband is the single big imperative for the country. “As we are poised to be the largest economy by 2050, therefore we couldn’t afford to miss the broadband bus,” he said. Mathews said that the government is aggressively implementing the national policy on broadband and TD LTE is a great opportunity for the country to get into building standards.
20 Operators Have Joined GTI [May 19, 2011]
Following the 1st GTI Workshop, GTI has gained strong momentum. Till May 19th, 20 operators from Europe, Asia, America and Oceania have formally joined GTI.
These 20 GTI operators are:
Aero2, Belltell, Bharti Airtel, China Mobile, Clearwire, Datame, E-Plus, FarEastone, First International Telecom Corp,KT, Omantel, Nextwave, Packet One, Smoltelecom, SoftBank, Tatung Infocomm, Vividwireless, Vodafone, Voentelecom, Woosh.
GTI was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Seven operators including Aero2, Bharti Airtel, China Mobile, Clearwire, E-Plus, Softbank Mobile and Vodafone jointly kicked off GTI activities in February during Mobile World Congress in Barcelona.
GTI objectives are:
1) Energizing the creation of a world-class and a growth-focused business environment;
2) Delivering great customer experience and bringing operational efficiencies;
3) Promoting convergence of TD-LTE and LTE FDD in order to maximize the economy of scale;
4) Facilitating multilateral cooperation between and/or among operators.
GTI has started preparing the 2nd Workshop and initiated the discussions on the technical areas which will be investigated among GTI operators.
Vividwireless joins global TD-LTE promotion initiative [May 19, 2011]
vividwireless a Seven Group Holdings Limited [media-related] company, owns and operates Australia’s first 4G wireless broadband network. vividwireless launched in Perth in March, 2010. The network has since been expanded to cover select parts of metropolitan Sydney and Melbourne, Adelaide, Canberra and Brisbane.
Vividwireless – which presently operates mobile WiMAX networks in capital cities – has joined the Global TD-LTE Initiative (time division long term evolution) launched at Mobile World Congress in Barcelona in February.
GTI, which held its first working meeting in Guangzhou earlier this month, was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Its founding members were ChinaMobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2. Vividwireless says it was invited to join at the launch.Commenting on the launch of GTI at the time, Julien Grivolas, principal analyst at Ovum said: “A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA [China’s 3G mobile standard] proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players.”
He added: “This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonisation with LTE FDD) from a number of international players.
“With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organisation remains fully open to all operators and technology vendors interested in promoting LTE TDD.”
Vividwireless said that the GTI would “organise a series of activities to bring TD-LTE operators and vendors together to share development strategies and technology know-how, expediting the development of terminals and fostering global roaming and low-cost terminals.”
Vividwireless trialled LTE in Sydney earlier this year and says “The trials…demonstrated that TD-LTE can deliver wireless broadband that is faster than ADSL2+, with peak speeds as high as 128Mbps and consistent ‘real world’ speeds between 40 – 70Mbps.”
Following the trial the company said it was sufficiently impressed to consider using TD-LTE rather than WiMAX for its planned major east coast network rollouts. CEO Martin Mercer said “The technology is far more mature than we had expected. The Huawei SingleRAN solution [used in WiMAX mode in Vividwireless’ networks today] is basically ready to go today and is at a price point that would enable us to take service to market at prices comparable to what we offer today.
“We could deploy this technology in our east coast rollout and provide customers with services superior to those we provide today and equivalent prices. The question for us now based on the results of the trial is: do we rollout TD-LTE on the east coast…and do we deploy it in other markets as well?“
vividwireless First To Trial 100Mbps Broadband TD-LTE In Australia [Nov 10, 2010] (emphasis is mine)
Leading 4G wireless broadband provider, vividwireless, today announced the first
Australian trial of superfast mobile wireless broadband – TD-LTE – (Time-Division
Duplex Long Term Evolution) which can deliver peak speeds of more than 100Mbps.
vividwireless CEO Martin Mercer said the trial with technology partner Huawei Australia
was part of the company’s continuing technology roadmap assessment.“vividwireless is trialing the advanced TD-LTE technology to evaluate and determine the
very best mobile voice and broadband service to meet our customers’ future needs.
vividwireless is determined to ensure that it retains its ranking as Perth’s fastest wireless
broadband provider,” he said.Huawei’s global experience with the technology has found TD-LTE can deliver wireless
broadband that is much faster than ADSL2+, with peak speeds of more than 100Mbps.
The trial will cover the market readiness of TD-LTE, including the technology’s capacity,
coverage and ‘real world’ performance.“Demand for high speed wireless connectivity is increasing rapidly. Customers want fast,
reliable HD video streaming, gaming, communications, transactions and other
entertainment to be available wherever they are,” said Mr Mercer.“Our current network satisfies this demand and this trial will help us to ensure that we
continue to be Australia’s leading wireless broadband provider,” he added.The trial will commence in December 2010 in inner-city Sydney around Redfern, as well
as Western Sydney around Horsley Park. These locations will allow vividwireless to test
the performance of the technology in high demand, high density, inner city conditions
such as apartments and cafes, as well as suburban conditions.Huawei Australia Chief Technology Officer Peter Rossi said, “Having worked with
vividwireless in rolling out its Perth network and the initial footprints in Sydney,
Melbourne, Adelaide, Canberra and Brisbane, we are delighted to be working on this
TD-LTE trial.“Huawei’s SingleRAN solution allows vividwireless to make a smooth transition from
WiMAX to TD-LTE to suit its network requirements, and with Huawei holding the title of
the world’s number-one LTE essential patent holder, vividwireless will always have a
cutting-edge mobile network,” he concluded.
Ovum encourages operators in developed countries to be pragmatic [May 6, 2011] (emphasis is mine)
Ovum has highlighted the potential of LTE TDD on many occasions, but has also pointed out the various challenges it faces. In particular we have highlighted that the current status of the device ecosystem may negatively impact the pace of rollout. Devices are always a crucial success factor for any kind of technology, but for LTE TDD they are even more important. This is largely due to the fact that most of the operators that have announced aggressive LTE TDD plans are based in emerging markets (China, India, and Russia).This means that low-cost devices will have to be made available quickly to serve these markets. In that sense, the creation of the Global TD-LTE Initiative at Mobile World Congress 2011 is a step in the right direction.
Launch of the GTI accelerates ecosystem development
In February 2011, China Mobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2 officially launched the Global TD-LTE Initiative (GTI). The organization will focus on promoting the fast development of LTE TDD technology, promoting the convergence of LTE TDD and FDD modes to maximize economies of scale, and sharing the ecosystem with other TDD technologies, such as the Japanese eXtended Global Platform (XGP) technology.
In the mobile telecoms industry, scale is vital – something that WiMAX can testify to. A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players (as stated in our report TD-LTE, China Mobile’s long-term engagement with ‘TD’, OVUM051850). Attracting vendors’ interest was the easy part given China Mobile’s size, but making sure that other operators would consider the LTE TDD option required more imagination. This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonization with LTE FDD) from a number of international players. With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organization remains fully open to all operators and technology vendors interested in promoting LTE TDD.
China Mobile will not be the first to launch commercial LTE TDD services
The GTI launch event in Barcelona confirmed what we expected (see the report Global opportunities for LTE TDD, OT00063-016): with a launch expected in 2012, China Mobile will not be the first operator in the world with commercial LTE TDD services. However, it is true that the operator’s large-scale trial networks to be deployed in seven cities in 2011 will be much bigger than the majority of LTE (TDD and FDD) commercial networks available at that time.
Among the LTE TDD frontrunners, the GTI event confirmed Aero2 from Poland as a candidate to become the first with commercial services, in as early as May 2011. The operator will use equipment from Huawei to construct a converged LTE FDD/TDD network. Softbank Mobile also unveiled plans to commercially launch LTE TDD services in Japan before the end of 2011. Like Aero2, the Japanese operator will use the 2.5GHz spectrum band. Softbank Mobile recognizes that the timeline set for its LTE TDD project is aggressive, but claimed that it has full confidence in vendors to overcome the various challenges. In Softbank’s opinion, LTE TDD is better suited to handle mobile data services. This is because the technology’s asymmetric nature fits well with mobile broadband data usage patterns and because of the greater technical efficiency of LTE TDD versus LTE FDD in terms of smart antenna systems. Finally, the official support of LTE TDD by Bharti Airtel means that there are now three 2.3GHz broadband wireless access spectrum owners committed to rolling out the technology in India. Speaking at the event, the CEO of Bharti Airtel, Sanjay Kapoor, stated that support from operators in India and China will ensure scale for LTE TDD and definitely signals the end of WiMAX’s hopes.
Ovum encourages operators in developed countries to be pragmatic
So far, operators have continued to favor the FDD variant of LTE, especially in developed markets. However, we recommend that these operators, which sometimes own unused TDD spectrum, closely monitor the development of the LTE TDD market. The reason is simple: given the rise of data traffic, all spectrum is valuable. They should continue to adopt a very pragmatic approach to LTE TDD. This consists of ensuring LTE FDD/TDD integration into network equipment now and into devices once the LTE TDD device ecosystem is sufficiently mature. If LTE TDD becomes widely adopted, by 2014-15 LTE FDD operators may well be tempted to leverage LTE TDD cost benefits to add extra capacity to their networks.
The E-Plus Group, China Mobile and ZTE sign a MOU for TD-LTE field trial in Germany [Feb 14, 2011]
The E-Plus Group, China Mobile Communications Corp. and ZTE will work together to launch a TD-LTE field trial in Germany in Q1 2011. The trial is based on 2.6 GHz spectrum that E-Plus acquired in the German spectrum auction. China Mobile, with its leading position and rich experience in the operation and maintenance of TDD networks, will empower this trial. ZTE will provide base stations developed on the advanced SDR platform and co-siting solution of LTE FDD/TD-LTE, which is a breakthrough in the industry.
The E-Plus Group is the third largest mobile network operator in Germany. The E-Plus Group has been one of the most innovative mobile operators during years. After revolutionizing the mobile voice market for larger user groups E-Plus is now opening the mobile data market for the masses with low-priced data tariff schemes and the roll-out of a HSPA+ network with speeds up to 21.6 Mbps. On top of the high speed mobile data network roll out, E-Plus will now test TD-LTE in the field. The E-Plus Group is one of the founding members of the Next Generation Mobile Networks (NGMN) Alliance.
The E-Plus Group and ZTE agreed and scheduled a field trial program for 2011 consisting of several streams to investigate the capabilities of ZTE’s commercial SDR equipment and best utilisation of the spectrum holdings of E-Plus in 1.8 GHz, 2.1 GHz and 2.6 GHz, both TD-LTE and LTE FDD.
China Mobile claims the largest number of mobile subscribers in the world. From TD-SCDMA to TD-LTE, China Mobile is devoted to promoting TDD industry being equipped with rich experience in TDD network deployment. Furthermore, China Mobile is pro-active in TDD technology globalization and convergence of TD-LTE and LTE FDD industry by seeking cooperation with overseas operators in Europe, Asia, America and Australia.
With joint effort of the E-Plus Group, China Mobile and ZTE, this trial will not only demonstrate the latest progress of TD-LTE/LTE FDD convergence in standards and industry development, but also lay an excellent ground for the full commercialization of TD-LTE.
About the E-Plus Group
The E-Plus Group is the challenger on the German mobile communications market. Simple services tailored to customer needs and a major reduction in call and data charges can be traced back to the initiative of the third-largest mobile network operator in Germany. After revolutionizing the voice market for larger user groups now the company opens the mobile data market for the masses by its massive network roll-out and highly attractive low-priced data tariff schemes. As a result of innovative business models, modern structures and strong partnerships the E-Plus Group was able to significantly strengthen its market position and show a more dynamic and profitable development than the market. Since 2005 E-Plus Mobilfunk GmbH und Co. KG has developed into a family of brands offering target group-specific services and thus breaks new ground in mobile communications in Germany. More than 20 million customers are using the network of the E-Plus Group to make calls and send text messages or data. The Group generates an annual revenue of €3.2 billion (2010) and employs more than 2,500 people (FTE) in Germany.
326 Million Dual-Mode 4G Devices to be Activated by 2016 [May 31, 2011]
326 Million Dual-Mode (3G + LTE) Devices will be Activated by 2016 according to Maravedis’ latest research titled “Global 4G Device Forecast 2011-2016”.
“All LTE devices activated during 2010, including USB data cards, modems and notebooks, were single-mode,” said Cintia Garza, author of the report. “However, LTE+3G smartphones have emerged during 2011 as more LTE operators begin to add LTE to their device offering, in particular smart phones whose adoption will be key to LTE uptake.”
In the United States, Sprint’s early success with WiMAX smart phones suggests a very promising uptake for LTE smart phones. Many other carriers around the world are also looking at introducing smart phones in their LTE device portfolio by the end of 2011, such as NTT DoCoMo (Japan), and Yota (Russia).
“By 2013, more than 50% of LTE devices activated worldwide will support both FDD and TDD duplex modes, once TD-LTE deployments consolidate in China, India, Malaysia, Korea and other APAC countries,” continued Garza. “On the other hand, 75% of the LTE devices will support legacy systems (2G/3G) and 9% will support WiMAX technology; these devices will mainly include smart phones, tablets and USB dongles”.
Tablets are also one of the most promising devices in the 4G device market. Maravedis’ report predicts tablet shipments will grow from 46 million in 2011 to nearly 150 million by 2016. Apple iOS is expected to remain the most popular tablet for the coming years, reaching 46% market share by 2016.Additional Research Findings:
- 260 million dual-mode (TD LTE + FDD LTE) devices will be activated by 2016
- Android will account for 48.5% of the smart phone market, Windows 21% and iPhone (iOS) 16.5% by 2016.
- APAC and Europe will account for the largest number of smart phones and tablets activated by 2016.
- By 2016, 95% of the tablet installed base will be 3G/4G enabled.
Source:Maravedis
LTE Subscriptions to Experience Growth of over 3,400% Between 2011 and 2015 [June 9, 2011]
Between mobile applications, data, voice, and streaming and broadcast video, global wireless bandwidth usage has increased ten-fold since 2008, and there are no signs of it stopping. This obsession to connect anywhere, any time, on any device, viewing any type of digital content is about to have a very real and sudden impact on the wireless world. In-Stat (www.in-stat.com) forecasts that LTE subscriptions will experience a 3,400% explosion of growth between 2011 and 2015.
“Although there are regional variations in the adoption of cellular services, due in part to current available technology, LTE will clearly be the 4G service of choice moving forward,” says Chris Kissel, Analyst. “3G will remain the predominant service subscription, also with robust growth, but over the next 5 years things will trend toward LTE as 4G service availability is ramped up.”
Recent research by In-Stat found the following:
- North American FDD-LTE subscriptions are set to increase roughly 2100% from 2011 to 2015. In 2015, the ratio of North American FDD-LTE subscribers to TDD-LTE subscribers will be almost 14 to 1.
- 3G subscriptions remain dominant with WCDMA technology capturing 26% of 3G subscriptions. CDMA Rev B will be the smallest segment of the 3G technologies based on subscriptions.
- 2G service subscriptions will peak in 2012, then they will begin a slow decline during the remainder of the forecast period.
- More than half of all new deployments are LTE.
Mobile broadband subscribers overtake fixed broadband [June 7, 2011] (“in the text” emphasis is mine)
Market research firm Infonetics Research today released excerpts from its latest Fixed and Mobile Subscribers market forecast report
ANALYST NOTE
“As we predicted, mobile broadband subscribers surpassed wireline broadband subscribers in 2010 (558 million vs. 500 million). Fixed-line services are not dead, though, especially with China giving a boost to the worldwide wireline broadband base with its massive fiber-based program led by the Chinese government, which has set a 20Mbps benchmark for all broadband subscribers, where most today receive 2Mbps to 3Mbps at best,” notes Stéphane Téral, Infonetics Research’s principal analyst for mobile infrastructure.
FIXED AND MOBILE SUBSCRIBERS MARKET HIGHLIGHTS
- Infonetics forecasts the number of mobile phone subscribers to grow to 6.4 billion in 2015 (the current global population is 6.9 billion)
- In 2010, Asia Pacific accounted for nearly half of all mobile subscribers
- The number of cellular mobile broadband subscribers jumped almost 60% in 2010 to 558 million worldwide and should top 2 billion by 2015
- Access lines (residential, business, and wholesale PSTN, POTS, and ISDN connections) are forecast to continue declining, falling to 759 million worldwide by 2015
- As access lines disappear, new forms of wireline broadband continue to thrive; the number of wireline broadband subscribers (DSL, cable, PON, Ethernet FTTH, FTTB+LAN) hit 500 million worldwide in 2010
- WiMAX, in high demand in many regions with inadequate wired infrastructure, remains modest in scale but not growth: despite the global recession, the number of WiMAX subscribers grew 75% in 2010, with more strong growth ahead, reaching 126 million in 2015
- The number of VoIP subscribers (including VoIP over access lines and over other broadband lines, such as cable) is forecast to grow from 157 million in 2010 to 264 million in 2015
- While growth in the number of video subscribers is being challenged by over-the-top (OTT) and free-to-air services, telco IPTV subscribers are forecast to triple between 2010 and 2015, and digital and satellite cable subscribers will see healthy annual growth as analog cable video subscribers continue their inevitable decline
REPORT SYNOPSIS
Infonetics’ report provides worldwide and regional market size and forecasts through 2015 for access lines and fixed and mobile subscribers, including cable broadband, DSL, PON and Ethernet FTTH, residential and SOHO VoIP, telco IPTV, cable video, satellite video, mobile (GSM, W-CDMA, TD-SCDMA, cdmaOne, CDMA2000), cellular mobile broadband (W-CDMA/HSPA, CDMA2000/EV-DO, LTE, WiMAX, phone-based, PC-based), WiMAX (802.16m, 802.16e, 802.16d), and IMS subscribers. See report prospectus for details.
The report includes customizable pivot charts and analysis comparing subscriber types, regional service provider subscriber highlights, fundamental drivers of the market, technology developments, excerpts from Infonetics’ service provider capex reports, and analysis of overall market conditions for service providers, enterprises, subscribers, and the global economy.
High expectations on Marvell’s opportunities with China Mobile
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
After the technical and business excellence well reflected in my previous posts Marvell seems to be on the high rise.
See my previous posts as well:
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
– Kinoma is now the marvellous software owned by Marvell [Feb 15, 2011]
– Marvell to capitalize on BRIC market with the Moby tablet [Feb 3, 2011]
– Marvell ARMADA beats Qualcomm Snapdragon, NVIDIA Tegra and Samsung/Apple Hummingbird in the SoC market [again] [Sept 23, 2010 – Jan 17, 2011]
Update: Marvell Leads TD-SCDMA Market with Industry’s First Commercially Available Single-Chip Solution Shipping in China [June 1, 2011] (emphasis is mine)
Company showcases at Computex 2011 a suite of new smartphones, tablets and mobile hotspot devices developed for the China market powered by Marvell’s PXA920 series of high performance single-chip TD-SCDMA solutions.
…
… said Weili Dai, Marvell’s Co-Founder. “Marvell has raised the technology bar for the entire industry. We believe Marvell has delivered a quantum leap to the development and adoption of the TD-SCDMA standard. Because of this breakthrough, more than a dozen world-leading mobile OEMs are launching Marvell® PXA920 based products in China. We’re very proud to enable the next billion users of connected devices in China.”
Marvell’s industry-leading TD-SCDMA solution is designed to deliver world-class performance – 3D graphics, mobile gaming, mobile TV, and high definition video with a unified user experience across different product platforms enabled by Marvell’s beautiful and easy-to-use Kinoma® software. Additionally, the PXA920 series of products are the industry’s first TD-SCDMA solution that combines a high performance application processor and modem and enables realization of the long-standing quest for mass market smartphones priced at 1,000 RMB. This same platform is designed to support worldwide 3G and 2G standards, allowing OEMs to rapidly deploy WCDMA smartphones, tablets, and mobile hotspot devices in China and beyond.
Marvell provides a complete solution including system-on-chip (SoC) communication processors, modems, RF, PMIC, and integrated Wi-Fi/BT/FM connectivity including 1×1 and 2×2 mobile MIMO with beamforming capabilities. Marvell’s TD-SCDMA silicon and software solutions were developed at its Shanghai design center, home to approximately 1,000 engineers dedicated to the China market.
Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See:First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]
Marvell Up 11%: Street Says ‘Inflection Point’ [May 27, 2011] (emphasis is mine)
Shares of Marvell Technology Group (MRVL) are up $1.53, almost 11%, at $16.09 after the company last night missedfiscal Q1 estimates but forecast the current quarter ahead of consensus, based on an expectation for a pick-up in its wireless chip business.
Most analysts this morning are saying business has hit bottom and is on the way back up. Estimates are up all around, though there are no ratings revisions, as far as I can see, and price targets are mostly staying where they were.
…
The China Mobile (CHL) “OPhone” project for TD-SCDMA handsets could bring the company $40 million in the latter half of this year.
… in Ophone it believes it has ~80% of a 10-12M C12 TD unit oppty …
… the Q2 forecast is “a fundamental inflection point,” even though the ramp-up of wireless chips for China Mobile’s OPhone will be relatively immaterial. “We believe the company is ramping several OEMs this quarter, with one being ASUS. Previously, management indicated that it had garnered design wins for 90% of current OPhone models across eight of the top nine OEMs. The company now expects to ship to over 12 customers this year with a design win rate of ~80%.” …
With that market capitalization of Marvell went from $9.2B to $10.2B in a single day.
Marvell Technology Group’s CEO Discusses Q1 2012 Results – Earnings Call Transcript [May 26, 2011] (emphasis is mine)
Given the recent market concern surrounding our Mobile and Wireless business, I would like to take a moment to address this up front. First, I would like to stress that the mobile end market is a key area for Marvell, and we continue to invest new product development and to strengthen our infrastructure to support new customers.
As an example, we are currently supporting over 20 handset designs at new customers. In addition to our current 3G and TD offerings, our investment in advanced technologies, such as LTE, are starting to pay benefits. We are already sampling our LTE solutions at some of our key customers and believe we are well positioned to benefit when the market ramps. Although quarter-to-quarter fluctuations are hard to avoid, we believe our business at our leading customers will be sustained, and we will continue to be a significant player in this space.
Second, I want to share with you the current status of the ramp in TD products. We are winning about 80% of the TD smartphone designs on the Android and OMS platforms. Our single-chip solutions address the entire spectrum of low- to high-end TD phones, and we are firmly entrenched in the high-volume sweet spot. We believe our solutions are compelling for this market and should translate into solid growth for our TD business this year.
We remain confident that our early investment in support of the TD has been extended in China will be very beneficial to us as the majority of China’s mobile 600 million subscribers continue migrating to the smartphone market on the TD standard.
In addition, we are working with our key carrier partners and handset customers on prototypes for our next-generation TD LTE, which we’ll be sampling later this year. These new products are best in class and fully backward-compatible. We believe these investments will further distance us from our competitors in TD.
During the last quarter, we achieved a significant milestone as the first company to ship TD single-chip solutions in production volumes. We expect these revenues to more than double in the second quarter. This should provide clear evidence that our strategy in TD is successful.
Question-and-Answer Session [of the above]
…
Let me add a little bit more color about why is TD so important to China. There’s a lot of people — a lot of people in outside China are skeptical about the opportunities of TD in China. The way I look at it, I can explain it from a technical point of view. But then, I can speak until I’m tired, and nobody will care anyway. So I’m trying to, this time, answer you from a different angle, from a non-technical point of view.
As you know, Chinese have been run — the society has been run for 4,000 or 5,000 years of history. And over those history, they invented many new technologies hundreds of years before anybody else invented those technologies. Yes, okay, recently, okay, in the modern eras, in the cell phone, they were behind. But they were behind only for a few years. The TD-SCDMA industry standard was developed a few years later than the WCDMA 3G standards. So it’s natural for the WCDMAs to be ramping up in the rest of the world first.
However, China, with understanding the Chinese, already waited 5,000 years in history. Waiting for a few more years for ramping up all the majority of their cell phones to use Chinese phone standard. Okay, it’s of the highest priority for the Chinese people. So this, compared to anything else, this is more important than, let’s say, speeding up the deployment of 3G into China by using outside technology. And they’re only few years. And from then on the Chinese people will be labeled do not have any 3G technology. So the way I look at it, okay, that’s not going to happen.
What’s going to happen is that TD is beginning to be deployed in China for the Chinese people. They’re ramping up huge number of subscriber, and as I mentioned earlier, 600 million subscribers. Over time, those subscribers will all move to TD-SCDMA and TD LTE. The base stations already been deployed. More than 220,000 base station last year being deployed throughout the whole China, not just in the big cities. Everywhere, throughout the whole China. That’s more than base stations, the number of base stations in the largest area in, let’s say, in the U.S. in total. And this is just the new base station for China Mobile, and they continue to invest in new base stations this year and next year.
So you can see that the opportunities for us is great. The only thing, as Clyde said, is we need to just wait and see when the rest of the customer will ramp up. As the products get more mature, as the prices goes down, it will be natural for those design wins to continue to go into production. And the beauty is that we have 80% of design wins. So at least we don’t have to worry about, okay, when it actually ramps, it will be somebody else, not only us.
…
… there’s a 800-pound gorilla that’s out there that’s very strongly the tablet business. So every other — the vast majority of companies there working on the tablet solutions do have a challenge on trying to get the tablet market in the short term.
In the long term. In the long term, I do believe that our strength in being able to integrate the modem and the application processors will be important not just in the cell phone, in the smartphone, but also in the tablet. There are so many — because after all, the tablet — if you think about what’s in the tablet, the tablet really is a smartphone with a bigger screen. So it’s just a matter of time.
You’re asking about in the next 2 or 3 years, I do believe in the next 2 years or so when things, the dust settle down, the tablet and the smartphones really looks just the same like we have design wins like we have significantly done with in the smartphones market, but we’ll have design wins, sizeable design wins, in the tablet. For the market, they are obviously, we’ll use the type of technology, the modem technology that we developed. For this market that we don’t use our own, the modem that we don’t develop, obviously, they’ll go somewhere else.
But as I said, TD-SCDMA, we invest in TD-SCDMA, LTE, TD LTE, as well, and WCDMA. So this is at least 70%, 80% of the market of the world anyway, so that’s enough. There’s a big enough time for us to address. And so if we can address our fair share of market share for those markets, we’ll be just fine.
And so for now, for us is to invest. We have to invest in the software. We have to invest and support of the customers. We have to design new chips with more advanced technology, better and higher integrations, and make the things lower cost and so on. So the standard stuff that we do in any other businesses. So sometimes these things takes time, longer time than we expect. I understand the frustration. I also wish I could get things get done sooner, but sometimes we win some. Sometimes, we lose some, and then things get delayed. We’ll come back and recover, and then we’ll become a stronger company as a result.
Amazon Tablet PC with E Ink Holdings’ Hydis FFS screen
Follow-up: $199 Kindle Fire: Android 2.3 with specific UI layer and cloud services [Sept 29, 2011]
See also:
– Hydis
– E Ink Holdings (8069.TWO) Initiate at Buy: Dual Growth Engines to Propel Earnings [comprehensive 32 pages evaluation by Citi Investment Research & Analysis, a division of Citigroup Global Markets Inc., Aug 4, 2011] HIGHLY RECOMMENDED READ and NOT ONLY FROM PURE SHARES AND FINANACIALS
POINT OF VIEW
Updates: E Ink suspending FFS panel production cooperation agreement with LG display [Nov 25, 2011]
E Ink Holdings (EIH) will suspend a cooperation agreement it signed with LG Display for the production of FFS (fringe field switching) LCD panels and will buy back a sum of corporate bonds (CBs) issued by its Korea-based subsidiary Hydis Technologies from LG Display, according to EIH.
EIH’s production of FFS wide viewing angle panels will not be affected by the suspension of cooperation as EIH has teamed up with Taiwan-based Chunghwa Picture Tubes (CPT), utilizing the panel maker’s 6G production line to produce FFS panels, said industry sources.
Hydis will also continue to hold the patents pertaining to the production of FFS panels although it may lose some orders from clients in Korea, indicated the sources.
The book value of Hydis’ CBs held by LG Display totals KRW34.257 billion (US$30.5 million), EIH revealed. EIH’s board of directors has approved the company’s plan to invest US$30.5 million for the purchase of Hydis CBs, according to a Chinese-language Commercial Times report.
– CPT sees small-size flat panels increase in July [Aug 11, 2011]
CPT will begin volume production of 10.1-inchFFS LCD panels soon, with 7-inchFFS models to follow in September, the company said.
– Amazon 10-inch tablet PC to start mass production in 1Q12 [Aug 31, 2011]
Mass production of Amazon’s 10.1-inch tablet PC reportedly will be conducted in the first quarter of 2012 with Foxconn Electronics (Hon Hai Precision Industry) to handle the orders, according to sources from upstream component suppliers.
In addition to the tablet PC, Amazon also outsources its Kindle e-book reader to Foxconn with an estimated volume of 15-18 million units, accounting for 60-70% of global e-book reader shipments of 25-30 million units in 2011.
Amazon’s 7-inch tablet PC, which is supplied by Quanta Computer, is expected to start shipping in October, the sources added.
– Amazon Tablet rumour round-up [Aug 31, 2011]
Specification details for the tablet PC are sketchy. The Boy Genius Report claims there will be an entry-level tablet (presumably the 7in device), codenamed ‘Coyote’ that will feature a dual-core Nvidia Tegra 2 chip, while the ‘Hollywood’ will be the larger higher-end tablet PC and will sport the new ‘Kal-El’ quad-core mobile chip.
First announced in February during Mobile World Congress in
Barcelona, the new Kal-El quad-core chip is capable of displaying 1440p video on a 2,560×1,600 pixel display. Nvidia also claimed the chips can help deliver up to 12 hours of battery life.…
Researcher at Forrester, Sarah Epps, speculated that the Amazon tablet could come with a $299 price tag in the US, that nearly half the price of many existing Android tablets, and while the price would initially result in a loss for Amazon, it could help to send sales soaring. There’s no doubt that a cheaper price point can cause a surge in sales. After all, HP recently revealed it will manufacture another batch of its TouchPad tablet PC, following “unfulfilled demand” after it slashed the price to $99 in the US and £89 in the UK on announcing it was to discontinue the device. Epps says the $299 (£183) price tag closer to what most consumers want to pay for a tablet, based on a Forrester survey. However, some rumours on the web suggest the tablet PC might be a little higher in price.
– E INK HOLDINGS AND CPT COOPERATE TO EXPAND EREADER AND TABLET MARKETS[July 19, 2011]
Chunghwa Picture Tubes, Ltd. (TAIEX: 2475; “CPT”) and E Ink Holdings Inc. (TAIEX: 8069; “E Ink”) jointly announced today that each of their board of directors had passed a resolution, enabling E Ink to make an investment into CPT with a view to strengthen their collaboration in technology and in production capacity. Through this investment and cooperation, both companies expect to further expand electronic paper and FFS (Fringe Field Switching) panel business. The strategic alliance will further solidify their existing leadership position in eReader, tablets and other mobile devices markets.
The investment will be a total of NT$1.5 billion [US$ 52M] in the form of unsecured convertible bonds issued through private placement in Taiwan. The conversion price will be at NT$3.25 per share. This issue, expected to be completed by the end of July this year, is for a period of 3 years.
This investment enables the expansion of panel production capacity and exchange of related technological information between the two companies. This investment is also aimed at improving the utilization of CPT’s production lines and enabling them to focus on higher-end value-added products.
“This cooperation will strengthen E Ink’s capacity to meet the demand of the fast-growing eReader market while CPT can better utilize their 6th-gen fab,” says E Ink’s Chairman Scott Liu. “More importantly this strategic alliance will expand the relevant markets for both companies”.
The co-operation is expected to result in an integrated supply chain. CPT will also manufacture FFS LCD displays, thereby expanding Hydis’ FFS manufacturing capacity. FFS technology based LCD are the market share leaders in displays for tablets and other mobile devices, just as E Ink’s dual pigment ePaper technology is the market share leader for eReader displays. E Ink’s investment will secure a steady supply of display panels for both its EPD and FFS business.
How Amazon Could Disrupt the Android Tablet Market [Aug 8, 2011]
… the center of its design would be on reading books. That appears to be true, as multiple sources tell me that it will have the best reading experience of any tablet on the market. … Apparently, the company’s key goal is to make the tablet very inexpensive and then use a new business model to own the Android tablet market.
… while its tablet could marginally compete against Apple, this is not the company Amazon is going after with its tablet offering. It is smarter than that. Rather, I believe Amazon’s goal is to be the market leader in Android and be the top seller of tablets with this mobile OS.
… Amazon may actually sell it for as much as 20 to 25 percent below cost. In this situation, think of the tablet as a razor and the Android Appstore, UnBox movie service, and music service as the blades, which can be sold to users over and over again.
…
Now imagine how this could affect the other Android vendors that are making tablets. If Amazon provides a product that is sold under cost with the goal of making up the rest of the cost and profit from apps, services, and even advertising, it could give all of the other Android vendors a serious run for their money. And, given Amazon’s deep ecosystem, other Android vendors would find it very difficult to compete against it. When measuring by units shipped, this method could make Amazon the king of Android tablets very quickly. In fact, I would go as far as to say that it could “own” the Android tablet market.
Amazon to launch tablet PCs in August-September, say Taiwan component makers [June 22, 2011] (emphasis is mine)
Amazon is poised to step into tablet PCs and will launch models as son as August-September, with targeted global sales of four million units for 2011, according to Taiwan-based component makers.
The timing of launch is to meet the peak sales period prior to Thanksgiving in the US and the year-end holidays in the US and Europe, the sources pointed out.
Amazon adopts processors developed by Texas Instruments, with Taiwan-based Wintek to supply touch panels, ILI Technology to supply LCD driver ICs and Quanta Computer responsible for assembly, the sources indicated. Monthly shipments are expected to be 700,000-800,000 units.
Amazon will provide streaming movie services for users of its tablet PCs, the sources noted.
End of Updates
Quanta receives tablet PC orders from Amazon, say upstream sources [May 3, 2011] (emphasis is mine)
Taiwan-based notebook maker Quanta Computer has recently received OEM orders from Amazon for its reported tablet PC and the device will also receive full support from Taiwan-based electrophoretic display (EPD) maker E Ink Holdings (EIH) for supplying touch panel as well as providing its Fringe Field Switching (FFS) technology, according to sources from upstream component makers.
The device’s monthly orders during the peak season are expected to reach about 700,000-800,000 units and Quanta is expected to start shipping as soon as the second half of 2011 with the orders to contribute more than NT$100 billion (US$3.5 billion) to Quanta’s annual revenues in 2011, the sources noted. In response to the report, Quanta declined to comment on its clients.
In addition to Amazon, Quanta is currently also the tablet PC OEM partner of RIM and Sony, while the company has also been aggressive in contact with Lenovo in hoping to land orders from the company for its second-generation LePad.
The sources pointed out that Amazon’s Kindle still has strong sales, but the e-book reader is currently still unable to successfully cut into the markets outside of North America and Europe; therefore, Amazon internally plans to reduce Kindle’s market price to attract consumer demand from the education and consumer market, while will push tablet PC using its advantage in software and content resources to challenge iPad2.
EIH has also recently been in contact with a Taiwan-based small- to medium-size panel maker [presumably CPT, see below] and is aiming to book up the maker’s full capacity through a private investment and will fully supply the capacity to Quanta and such strategy will allow EIH to gain more profit from the patents of its FFS technology.
Update: Amazon Turns to Taiwanese Manufacturers for Tablet Rollout [June 1, 2011]
Planning to roll out own-brand tablet PCs in September this year, online store Amazon.com has reportedly contracted Taiwan`s manufacturers to supply components and assemble the computing devices.
E-Ink Holdings Corp.`s Hydis Technologies Co., Ltd. will supply the unique Fringe Field Switching (FFS) display technology; TPK Holding Co., Ltd. and HannsTouch Solution Inc. will supply touch panels; and Quanta Computer Inc. will assemble the computers.
Informed sources pointed out that Amazon.com will ship around 800,000 tablets a month as the first step of its plan to snatch up over 20% of global market for non-iPad tablets, which numbers around 15-20 million systems a year.
Industry executives estimated Amazon.com`s tablet contracts would bring in Quanta revenue of NT$24-30 billion (US$827.5 million-US$1 billion at US$1: NT$29) and boost its earnings this year alone. They said Amazon.com purposely contracts Quanta instead of Foxconn Electronics Inc. because Apple Inc. has signed up the No.1 contract electronics manufacturer to assemble its iPad and iPhone.
…
Industry executives estimated Amazon.com`s tablets would be more attractive than Motorola`s Xoom and Samsung`s Galaxy for their lower prices.
Update: Why Amazon Will Enter the Overcrowded Tablet Market [May 23, 2011]
In a recent interview with Consumer Reports, Amazon CEO Jeff Bezos was asked if Amazon would make a tablet. He coyly responded with the comment “stay tuned” but gave no other specific details about a product of this nature. He basically confirmed, however, that something like this was in the works. He also pointed out that if Amazon made a tablet device, the reading experience would be at the center of its design.
My sources in Taipei say that the actual product is set to debut in time for the holidays and that the device will use a display similar to the one in the Nook and the Galaxy Tab. They also tell me that the original RFQ wanted a screen that could switch between an easy-to-read black and white E Ink-like display and a color LCD, but that this type of screen, which is already in the works by at least two vendors, will not be ready for the market until at least 2012 or early 2013. So Amazon was forced to use a 10-inch screen that was available now, which is LCD-based. It will also reportedly have a 7-inch model. And I am hearing it will sport a new version of Nvidia’s Tegra quad-core chip and will be using Android as its OS.
E Ink April revenues down sequentially [May 9, 2011] (emphasis is mine)
Taiwan-based electrophoretic display (EPD) maker E Ink Holdings saw April consolidated revenues of NT$2.465 billion (US$84 million) decreasing 26.59% on month but increase 45.41% on year. January-April revenues of NT$12.551 billion rose 87.11% on year, according to the company.
The sequential drop was because Hydis Technologies, its subsidiary in South Korea, delayed shipments of FFS panels to the third quarter of 2011, E Ink indicated.
So manufacturing capability seems to be under significant overhaul to prepare for the H2 CY11 en masse delivery (higher yield) of FFS panels and/or higher quality versions (see below ex. AFFS V, AFFS+).
CPT develops FFS panel and aims to cooperate with E Ink [Jan 21, 2011] (emphasis is mine)
Chunghwa Picture Tubes (CPT) has started development of FFS (Fringe Field Switching) panels and expects to cooperate with E Ink Holding (EIH) and support EIH’s Korea-based subsidiary Hydis’ production capacity to fulfill demand.
…
Panel makers noted that IPS and FFS panels are not easy to produce, hence CPT will not be able to start mass production immediately. Furthermore, capacity for wide viewing angle panels such as IPS is limited, and panel makers will need some learning time before going into mass production.
E Ink`s Subsidiary Hydis Wins Big Order from International Customer [August 16, 2010]
Hydis has ramped up production of FFS products to 75% and lowered that of e-paper products to 25%, compared to 50:50 before.
Hydis to supply IPS panel for Samsung tablet PC, says Digitimes Research [Sept 8, 2010]
LG Display Inks E-Paper Deal [Dec 29, 2009] (emphasis is mine)
The agreement will allow LG Display to tap Hydis’ fringe-field switching technology, which enables liquid crystal displays to be viewed under sunlight and improves their viewing angle.
In return, LG Display will provide consulting to Hydis on production efficiency and quality. Both companies will also work together to source for materials.
Apple’s iPhone 4: Thoroughly Reviewed [June 30, 2010] (emphasis is mine)
The display panel itself uses a subset of IPS (In Plane Switching) display technology called Fringe Field Switching (FFS). Where IPS switches the crystal polarization in the plane of the display with two opposing electrical substrates composed of semi opaque metals (which decreases transmission and viewing angles), FFS uses considerably less metal by arranging the electrodes in a comb [fésű] like structure.
The result is that there’s considerably less metal in back and in front of the pixel, resulting in much higher transmission of light through the display, and higher brightness for a given backlight level. Using FFS to drive pixel switching is critical here because of the high dot pitch in the iPhone 4’s display.
http://www.tftcentral.co.uk/speccontent.htm
… IPS (In Plane Switching) was introduced to try and improve on some of the drawbacks of TN Film. It was developed by Hitachi and was dubbed “super TFT”. They improved on viewing angles up to about 170H. This was done by controlling liquid crystal alignment slightly differently, but unfortunately, can affect response rate of the pixels. As such they are not as good for gaming as TN panels. IPS panels were later developed into Super-IPS (S-IPS) panels by their main manufaturer now, LG.Display (formerly LG.Philips). Production costs were lowered which has meant they have become more widely used. S-IPS offer perhaps the most accurate colour reproduction available in the TFT panel market, and the widest viewing angles as well. They are also free of the off-centre contrast shift which is evident on VA matrices, and as such are commonly the choice of graphics and colour professional displays. Response times were traditionally behind those of TN Film and VA panel variants, but modern IPS panels using response time compensation (RTC) including the new generation of Horizontal IPS (H-IPS),Enhanced S-IPS and Advanced Super IPS (AS-IPS) panels can offer responsiveness to rival both. For more information, see our detailed panel technologies guide.
Hydis website: Greater Outdoor Readability ¦ Tablet Applications
The AFFS technology applied in VIEWIZ tablet applications ensures perfect readability in any environment, even under bright sunlight, and allows you to enjoy the entertainment longer with low power consumption, high brightness, and a fast response time. AFFS’ outdoor readability is significantly improved through lowering the reflectance level of the panel surface. (<1% at white and <0.5% at black)
Hydis website: Low Power Consumption ¦ Mobile Applications
For portable applications, the lower the amount of power needed; the better. Commonly mobile LCD manufacturers must sacrifice transmittance for cost-effectiveness, or reduce the viewing angle to lower power consumption. However, due to its effectiveness in transmittance technology, AFFS manages to reduce power consumption by 30 percent than that of TN for mobile phone applications without sacrificing any of the visible benefits.
More AFFS information from the Hydis website: AFFS Technology, AFFS Progression, AFFS Concept, Technological Benefits, Sunlight Visibility ¦ Mobile Applications, Fast Response Time ¦ Tablet Applications, Scratch Prevention ¦ Tablet Applications, Low Power Consumption ¦ Notebook Applications, Increased Color Reproduction ¦ Notebook Applications, Increased Transmittance ¦ Notebook Applications, AFFS+: True Evolutionary Progress, AFFS+ Concept: True Mobile Lifestyle Technology, Technological Benefits: True Viewing Pleasure
Motion Computing F5 [review] — Superior display technology [Sept 15, 2009]
While the original Hydis AFFS was not an outdoor display, AFFS+ adds reflective areas to what is essentially a transmissive design, and also adds special polarizers and cell design optimized to reduce surface reflectance. As a result, AFFS+ screens are bright and vibrant indoors while being amazingly vibrant and readable outdoors, combining the best of both worlds better than any of the older transflective displays can.
One problem we faced when reviewing this latest version of the Motion F5 was that the original was already so good. The Hydis AFFS display with Motion’s View Anywhere technology on our “old” F5 was already excellent, and so the difference between it and the latest AFFS+ with all the trimmings was not as large as it would have been comparing the new F5 with a standard display.
That said, below are some comparison shots. The first picture shows the new (black housing) and the older F5 (gray housing) side by side outdoors, facing away from the sun. The first thing you notice is that, at full brightness, the new display is considerably brighter. That can make a difference in readability.
Motion Computing J3500 [review] — Fantastic display [June 22, 2010]
The LCD in the J3500 uses AFFS+, an evolutionary advance to AFFS that lowers power consumption and increases outdoor readability. It has a resolution of 1280 x 800 pixel and uses an LED backlight. Brightness is about 320 nits, but thanks to the AFFS+ technology you’d swear it was a lot more than that. Since the display essentially uses transmissive technology with certain transflective features, the screen is bright and crisp indoors while being amazingly vibrant and readable outdoors.
In everyday use, the J3500 display’s outdoor performance is excellent. The perfect viewing angle from all directions means you never have to tilt and angle the tablet to see what’s on the screen. The display itself excels in eliminating unwanted reflection or diffusion. Where other displays appear matte or milky or are overcome with reflections, the J3500’s stays perfectly readable. In head-on, direct sunlight the display is still readable, here thanks to the inner reflectance of the Hydis LCD.
How does it all work? Hydis claims that the reflective polarizer used in AFFS+ displays lowers surface reflectance and minimizes screen scattering. They claim a screen reflectance of under 0.3% (and here I assume the value supplied by Hydis means total reflectance of all surfaces). Given that the effective contrast ratio of an LCD used outdoors is computed as 1 + (emitted light / reflected light) and that average sunlight is about 10,000 nits, the J3500 screen has an effective contrast ratio of 1 + (320 / >.003 x 10,000) = 1 + >10.66 = >11.66. On our scale that means “definitely readable in sunlight” and subjective viewing tests confirm that.
Gartner has already indicated Amazon’s Android/tablet strategy 6 weeks ago: Curated App Stores, Security, And Why The Next Kindle Will Be An Android Device [March 23, 2011] (emphasis is mine)
There has been some serious rhetoric against Apple’s “walled garden” approach in recent months but, like it or not from a philosophical standpoint, it certainly provides more protection for users than the Android Market.
… from the point of view of the user – particularly the non-computer savvy user – all of this just works. Couple of clicks to search for your app. One click to purchase, download and install. And – most important of all – Trojan-free once it arrives. Curated app stores are essential to the well-being of the ecosystem.
Google needs to emulate that experience with its Market, though its very credo seems to suggest that will never happen. Yet without it the store will descend into anarchy, with users scared to purchase for fear of what new and terrible piece of malware they might be introducing to their phone or tablet.
So along comes Amazon from nowhere, and in one fell swoop it might have beaten Google at its own game. Amazon has the position of trust. It has the customer review infrastructure in place. It already has our credit card details (who hasn’t bought anything from Amazon?) And now it has an Android Appstore (TM) to go with it. Now all it has to do is make sure that the stuff it sells is safe.
It has promised to do that, by applying both quality control and security vetting to the app review process. So why wouldn’t you buy from there rather than the Google Android Market? Well, I would – I already have. But my Auntie Edna probably wouldn’t. It is way more difficult than the Apple process, and right now requires a multi-step process just to get the Appstore app on your phone. It is not that difficult, but it is certainly a sub-optimal user experience compared with the “It Just Works” approach of Apple.
So what needs to happen for the Amazon Appstore (TM) to succeed? Simple – it needs to arrive pre-installed on Android devices. Lots of them.And while I am sure Amazon is probably in discussions with a bunch of carriers to achieve that objective, what better way to make sure it happens than to ship it in huge numbers on Amazon’s very own Android tablet – The Kindle IV?
Give us that great Kindle experience with Android flexibility at a super-low price point, and you might just have your iPad-killer… I certainly haven’t seen one among the devices announced so far.
Introducing Amazon Appstore for Android [Amazon press release, March 22, 2011] (emphasis is mine)
Amazon.com, Inc. (NASDAQ:AMZN) today announced the launch of the Amazon Appstore for Android at www.amazon.com/appstore. Customers can now find, discover – test! – and buy Android apps using the convenient shopping experience that Amazon customers know and love. An innovative new feature called “Test Drive” will enable customers to test apps on a simulated Android phone. Customers control the app through their computer using a mouse.
“Test Drive lets customers truly experience an app before they commit to buying. It is a unique, new way to shop for apps,” says Paul Ryder, vice president of electronics for Amazon.com. “Our customers have told us that the sheer number of apps available can make it hard to find apps that are high quality and relevant to them. We’ve spent years developing innovative features that help customers discover relevant products. By applying these features – plus new ones like Test Drive – we’re aiming to give customers a refreshing app shopping experience.”
In addition, the highly anticipated Angry Birds Rio for Android debuts today, exclusively in the Amazon Appstore. For a limited time, customers have the opportunity to download it for free. In fact, the Amazon Appstore will offer customers a paid app for free every day.
Customers can shop in the Amazon Appstore from any computer using a Web browser. They can also access the Amazon Appstore directly on their Android phones or tablets, once they’ve installed the Amazon Appstore application. When customers purchase an Android app from the Amazon Appstore they can use the app on any of their Android devices.
The Amazon Appstore will include popular Amazon features like personalized recommendations, customer reviews, and 1-Click payment options. There will also be detailed product descriptions, including screenshots and video content that shows apps in action. In order to ensure customers have the best possible experience with the apps they purchase, all apps are Amazon-tested before they’re made available in the Amazon Appstore.
For the first time ever on the Android platform, ad-free versions of Angry Birds and Angry Birds Seasons will launch today exclusively in the Amazon Appstore. The Amazon Appstore also features a selection of bestselling and new apps from top developers, including Pac-Man, Doodle Jump Deluxe, Evernote, WeatherBug Elite, Zagat to Go, TweetCaster Pro and more.
“The Android platform’s openness provides a great opportunity to reach new customers,” said Mikael Hed, CEO of Rovio, the maker of Angry Birds. “We are thrilled to offer the Angry Birds suite of Android games using the easy and trusted shopping experience that Amazon is known for.”
Developed in conjunction with Twentieth Century Fox, Angry Birds Rio features the animated stars of the studio’s upcoming motion picture, RIO, debuting in theaters worldwide on April 15. Angry Birds Rio will launch with 60 dedicated levels, with more content to follow via app updates.
Visit www.amazon.com/appstore today to get Angry Birds Rio for free and browse thousands of apps at great prices.
Note: all apps are Amazon-tested before they’re made available in the Amazon Appstore
Amazon Introduces New Kindle Family Member: Kindle with Special Offers for $114 [Amazon press release, April 11, 2011]
Millions of people are reading on Kindle, Kindle has more 5-star reviews than any other product on Amazon, and in just five months the latest-generation Kindle became the bestselling product in the 16-year history of Amazon.com. Today, Amazon introduced a new member of the Kindle family – Kindle with Special Offers for only $114. Kindle with Special Offers is the same #1 bestselling Kindle, plus special offers and sponsored screensavers. Kindle special offers and sponsored screensavers display on the Kindle screensaver and on the bottom of the home screen. Learn more about all three latest-generation Kindle family members–$114 Kindle with Special Offers, $139 Kindle, and $189 Kindle 3G–at www.amazon.com/kindle. Kindle with Special Offers is now available for pre-order to customers in the U.S. and will ship on May 3.
“We’re working hard to make sure that anyone who wants a Kindle can afford one,” said Jeff Bezos, Amazon.com Founder and CEO. “Kindle with Special Offers is the same #1 bestselling Kindle – and it’s only $114. Kindle is the best deal in consumer electronics anywhere in the world.”
Buick, Olay (Procter & Gamble), Visa, and Amazon.com Reward Visa Card (Chase) are sponsoring the first series of screensavers specially-designed for Kindle’s high-contrast, no glare electronic ink display (for screensaver examples, visit www.amazon.com/aboutkindlespecialoffers). Examples of deals that will be delivered directly to Kindle with Special Offers devices in the initial weeks include:
- $10 for $20 Amazon.com Gift Card
- $6 for 6 Audible Books (normally $68)
- $1 for an album in the Amazon MP3 Store (choose from over 1 million albums)
- $10 for $30 of products in the Amazon Denim Shop or Amazon Swim Shop
- Free $100 Amazon.com Gift Card when you get an Amazon Rewards Visa Card (normally $30)
- Buy one of 30 Kindle bestsellers with your Visa card and get $10 Amazon.com credit
- 50% off Roku Streaming Player (normally $99)
To make sure customers don’t miss any of the offers, a full list of active offers will be available from the menu of Kindle with Special Offers at any time.
Amazon is also introducing “AdMash” – the free Kindle app and website where customers choose the most attractive and engaging display advertisements that will become Kindle sponsored screensavers. Kindle’s sponsored screensavers are specially-designed display advertisements that take advantage of Kindle’s high-contrast, no-glare electronic-ink display. Before these advertisements can be presented to Kindle customers, they are first previewed by customers using AdMash. Users are presented with pairs of sponsored screensaver candidates and asked to select which one they prefer. Screensavers with the most preferred votes qualify to become sponsored screensavers. The AdMash Kindle app will launch in the coming weeks – for a preview, visit www.amazon.com/aboutkindlespecialoffers.
In addition, Kindle with Special Offers customers can give Amazon hints on the style and types of sponsored screensavers they would like to see. From the Manage Your Kindle page on Amazon.com, customers can use Kindle Screensaver Preferences to indicate whether they like to see more or less screensavers that include elements such as landscapes and scenery, architecture, travel images, photography, and illustrations. Together, AdMash voting and Kindle Screensaver Preferences help Amazon present sponsored screensavers that customers find attractive and engaging. For screenshots of Kindle screensavers, AdMash and Kindle Screensaver Preferences, visit www.amazon.com/aboutkindlespecialoffers.
“The opportunity to offer custom-designed Kindle screensavers was a natural fit for Buick because Kindle is such a unique device surrounded by a community of intelligent, passionate people,” said Craig Bierley, Director of Advertising and Promotions, Buick. “Kindle’s high contrast e-ink display eliminates glare and is perfect for emotionally engaging and impactful brand imagery, allowing us to connect with Kindle readers wherever and whenever.”
Kindle with Special Offers includes all the same features that helped make the third-generation Kindle the #1 bestselling product in the history of Amazon.com:
- Paper-like Pearl electronic-ink display, no glare even in bright sunlight
- 8.5 ounce body for hours of comfortable reading with one hand
- Up to one month of battery life with wireless off eliminates battery anxiety
- Kindle Store with over 900,000 books – largest selection of the most popular books
- Seamless integration with free “Buy Once, Read Everywhere” Kindle apps for iPad, iPod touch, iPhone, PC, Mac, BlackBerry, Windows Phone and Android-based devices
Learn more about all three latest-generation Kindle family members–$114 Kindle with Special Offers, $139 Kindle, and $189 Kindle 3G–at www.amazon.com/kindle. Advertisers and agencies interested in learning more about Kindle sponsorship opportunities can contact kindle-sponsorships@amazon.com.
Amazon to Sell the Kindle Reader at a Lower Price, but With Advertising Added [The New York Times, April 11, 2011] (emphasis is mine)
Amazon is shaving another $25 off the price of its Kindlee-reader, this time with the help of advertisers.
The newest Kindle is $114. Amazon will sell its e-book reader at the lower price by showing ads as screen savers and at the bottom of the home screen, and by selling special offers, similar to Groupon and other daily deal sites.
The ads are the latest step in Amazon’s transition from e-commerce retailer to full-fledged digital media company. By selling ads that will show up next to digital content, Amazon is laying further groundwork that could enable it to someday sell tablet computers that would compete with Apple and Google Android tablets.
…
The ads and offers appear to be another significant step toward Amazon building its own tablet and competing more directly with the iPad, said James L. McQuivey, an analyst at Forrester Research who studies digital media and consumer electronics. Amazon opened an Android app store last month and has been hiring Android software developers.
An Amazon tablet could tie together the seemingly disparate parts of the company’s business, Mr. McQuivey said, including e-commerce, e-books, video and audio.
“I can so easily see them selling a tablet in the future at a dramatically reduced price,” he said. “To me, this is a way for them to test that out and to start talking to advertisers.”
Details [as of May 3, 2011]
New, Lower Price
Get the same bestselling Kindle for $25 less—only $114.Special Offers & Sponsored Screensavers
Receive special offers directly on your Kindle. Examples include:
- $10 for $20 Amazon.com Gift Card
- $6 for 6 Audible Books (normally $68)
- $1 for an album in the Amazon MP3 Store (choose from over 1 million albums)
- $10 for $30 of products in the Amazon Denim Shop or Amazon Swim Shop
Special offers and sponsored screensavers display on the Kindle screensaver and on the bottom of the home screen—they don’t interrupt reading.
Kindle for Android Now Tailored for Tablet Computers [Amazon press release, April 21, 2011] (emphasis is mine)
Today, Amazon announced an update to Kindle for Android that brings new features and adds support for tablet computers running Android’s Honeycomb, including the Motorola Xoom. The latest version of Kindle for Android includes an integrated immersive shopping experience tailored for tablets, a new layout for newspapers and magazines designed for the unique interface of Honeycomb, and dozens of other new enhancements that take advantage of the larger screens. Like all Kindle apps, Kindle for Android includes Amazon’s Whispersync technology, which saves and synchronizes a customer’s books and bookmarks across their Kindle, iPad, iPod touch, iPhone, Mac, PC, BlackBerry, Windows Phone and Android-based phones and tablets. Customers can learn more about Kindle for Android at www.amazon.com/kindleforandroid and download the app from the Amazon Appstore for Android or Android Market.
“We’ve taken all the features customers love about Kindle for Android, and created a beautiful new user interface and a seamless shopping experience tailored to the look and feel of Honeycomb tablets,” said Dorothy Nicholls, Director, Amazon Kindle. “As always, Kindle customers ‘Buy Once, Read Everywhere,’ so Kindle for Android is the perfect companion for the millions of customers who own a Kindle and a way for customers around the world to download and enjoy books on their Android phone or tablet even if they don’t yet own a Kindle.”
New features of Kindle for Android include:
- Seamless integrated shopping experience tailored for tablets gives you quick access to personalized recommendations, customer reviews, and more
- Refined newspaper and magazine layout including full color images
- Ability to pause, resume download at any time
- Enhanced word look-up capability (for Android-based phones and tablets) with built-in dictionary with over 250,000 entries and definitions.
The Kindle Store offers the largest selection of books people want to read, including 110 of 111 New York Times Bestsellers and New Releases from $9.99. Millions of older, out-of-copyright, pre-1923 books are also available to read. Kindle for Android offers customers many features that are unique to the Kindle and Kindle App experience, including:
- “Buy Once, Read Everywhere” – sync and read your books, last page read, bookmarks, notes and highlights across Kindle devices and the most popular devices and platforms
- Worry-Free Archive – Amazon automatically backs up your books and highlights online in your Kindle library where they can be re-downloaded wirelessly anytime on any Kindle device or app
- Unparalleled shopping experience – Get all of the features you love about shopping on Amazon.com, including customer reviews, personalized recommendations, and instant 1-click buying using your Amazon account information
For over two years, Amazon has been building and introducing a wide selection of free “Buy Once, Read Everywhere” Kindle apps for iPad, iPod touch, iPhone, Mac, PC, BlackBerry, Windows Phone and Android-based devices that let customers read and sync their reading library, bookmarks, notes, and highlights with the device or platform of their choice. Learn more about Kindle apps at www.amazon.com/kindleapps. Customers can download Kindle for Android from the Amazon Appstore for Android or Android Market.

Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market
Update: Intel will be able to maintain the original 22nm timetable with delivery of Haswell and next-gen Atom products on 22nm in Q2 2013 (see: Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15, 2012]). This progress, however, will not be enough against the 28nm ARM SoCs of that time, so it is proceding further as fast as only could to 14nm. Expect products from this in H2 CY2014: Intel progressing in development of 14nm technology, says CTO [DIGITIMES, Dec 5, 2012]
Intel CTO Justin Rattner on December 4 said that Intel’s development of 14nm technology is on schedule with volume production to kick off in one to two years and development of 18-inch wafers is under way through cooperation with partners.
Rattner also noted that Intel’s aggressiveness over technology advancement will allow Moore’s Law to extend for another 10 years.
At the end of 2013, Intel will enter the generation of 14nm CPUs (P1272 [process: a shrink from the previous P1270 22-nm process as well as a reduction in power consumption]) and SoCs (1273), while expanding its investments at its D1X Fab in Oregon, and Fab 42 in Arizona, the US and Fab 24 in Ireland, and will gradually enter 10nm, 7nm and 5nm process generations starting 2015.
As for Intel’s competitors, Samsung is already set to enter 20nm in 2013 and is already working on its 14nm node, while Taiwan Semiconductor Manufacturing Company’s (TSMC) 20nm process will enter small volume production in the second half of 2013 with the first 3D-based FPGA chips to also start.
Globalfoundries has previously announced its 14nm FinFET process will start pilot production at the end of 2013 and enter mass production in 2014.
As for 18-inch wafers, Intel has invested in Holland-based ASML for its EUV technology, and related technologies are expected to start entering production in 2017.
See also: Intel’s industry position and prospects for years ahead [Dec 9, 2010]
Follow-up:
– Intel’s SoC strategy strengthened by 22nm Tri-Gate technology [May 10, 2011]
– Netbook prices starting $50 less at $200 via Intel MeeGo strategy [July 29, 2011]
Intel adjusts netbook strategy [April 14, 2011]
Intel has recently adjusted its netbook strategy and is set to cooperate with its partners including Asustek Computer and Acer to launch netbook devices priced below US$199 in regions such as the Middle-East, Latin America and Eastern Europe, according to sources from notebook players.
As for markets such as Europe, the US and China, Intel will continue to push netbook models using the new Cedar Trail-M platform and will add new technologies such as Wireless Display (WiDi) and wireless audio into these devices, for a price of US$299-599 depending on specifications and operating system.
Netbook models priced at US$199 will adopt Intel’s own MeeGo operating system and Intel is currently working on developing content and applications that suit each region and has already demonstrated engineering samples to its partners. Asustek, Acer and several China-based second-tier white-box netbook players have already prepared to launch machines with Intel’s US$199 platform in the second half of 2011.
Updates from Computex 2011:
– Chip Shot: Intel Unveils Innovative New Concept Design, “Keeley Lake” [May 31, 2011]
At Computex, Intel unveiled “Keeley Lake ” an innovative, newly-developed convertible design based on the upcoming Intel® Atom™ netbook platform, codenamed “Cedar Trail.” Whether creating with a keyboard or browsing with touch, “Keeley Lake” will offer customers the best of both worlds with stylish designs, sleek form factors, new capacitive multi-touch displays and thinness from 17mm-20mm. Designs like “Keeley Lake” based on “Cedar Trail” will provide the most flexible platform of choice by enabling operating systems including Chrome OS, MeeGo and Windows. Intel has enabled ODMs with the “Keeley Lake” design and already started to see the demand.
– Chip Shot: Medfield – The Next Generation of Tablets from Intel [May 31, 2011]
At Computex, Intel reiterated its Atom System on a Chip (SoC) roadmap, highlighting “Medfield,” which will be built using Intel’s 32nm high-k metal gate process technology. The purpose-built solution will provide lower power, a smaller footprint and more integration of features and performance for the tablet market. “Medfield” will enable sub-9mm tablets that weigh less than 1.5 pounds and provide all day battery life. The processors will be in production later this year for tablet designs in market the first half of 2012 and support a range of operating systems including Google Android (“Honeycomb”), Windows and MeeGo.
– Chip Shot: MeeGo Netbooks Based on Intel Atom Arrive at Computex [May 31, 2011]
The ecosystem around MeeGo-based netbooks expands with the introduction of devices including the Acer Aspire One Happy 2, Asus Eee PC X101, Samsung N100 and Lenovo IdeaPad S100 at Computex. These systems are based on the new, 1.33 GHz single-core Intel® Atom™ processor N435. These netbooks will provide new levels of affordability for market expansion. Acer and Asus netbooks will come pre-loaded with the Intel AppUpSM center in select countries. Also at Computex, Acer demonstrated a MeeGo-based tablet on stage at the Intel netbook, tablet and software focused satellite event.
– A Brief Interview with Intel’s Sean Maloney [May 27, 2011]
Editor’s Note: A few days before traveling to Taipei, Taiwan, where he is slated to deliver a keynote address at Computex 2011, Intel Free Press had a chance to sit down for a brief conversation with Intel Executive Vice President Sean Maloney, the newly named chairman of Intel China. Maloney returned to work in January after suffering a stroke last year.
…
IFP: How do you challenge the critics who are saying that some of this is too little, too late — that the ARM ecosystem is too firmly established now, particularly in tablets and phones?
Maloney: The ARM ecosystem is really well established, but I don’t think that anyone is in the position that Intel is in to get all the way from the bottom to the top. In process technology, we are still 2 years or more in front. I think it will be a good 4 or 5 years.
IFP: Intel has talked a lot about accelerating the SoC (System-on-a-Chip) roadmap, which according to some pundits can’t happen fast enough. Why is it taking so long for the company to accelerate Atom SoCs and is there anything you can do to make it go faster?
Maloney: Well, unfortunately 2 years ago we thought that the market was not moving as fast as it has moved. Now we’ve announced that we will be doing one new process generation every year for the next 3 or 4 years. That’s pretty fast. It’s a big acceleration from where we are now.
IFP: Intel CEO and President Paul Otellini mentioned during the recent investors meeting that China is poised to be No. 1 in the PC market next year. What does that mean for Intel?
Maloney: It means everything, right? The U.S. was the first and foremost market for 43 years at Intel. Now it’s going to be China, No. 1. That’s amazing. Really, I am excited about China. It’s the first market for Intel next year. There are so many things we can do in China, and we’re going to do them.
– Accelerating the Intel® Atom™ Processor Roadmap (part of Intel’s Maloney Talks Mobile Growth, Industry Opportunities at Computex [May 30, 2011], emphasis is mine)
Maloney highlighted key milestones and additional details on upcoming generations of Intel Atom processor-based platforms for tablets, netbooks and smartphones. The Atom processor will outpace Moore’s Law, accelerating from 32nm through 22nm to 14nm within 3 successive years. Having a cadence of a new-process-generation every year will result in significant reduction in transistor leakage, lower active power and an increase of transistor density to enable more powerful smartphones, tablets, and netbooks with more features and longer battery life.
Reaching its 100 million-unit milestone this month, Intel is preparing its next-generation netbook platform, codenamed “Cedar Trail.” “Cedar Trail” is the first netbook platform based on Intel’s 32nm technology, and will enable ultra-thin, fanless designs with new capabilities such as Intel® Rapid Start technology which provides fast resume, Intel® Smart Connect Technology which enables an always updated experience even during standby, Intel® Wireless Display and PC Synch, which let users wirelessly update and synchronize documents, content and media across multiple devices. In addition, the new platform is expected to enable more than 10 hours of battery life and weeks of standby. “Cedar Trail” will support leading operating systems, such as Microsoft Windows*, Google Chrome* and MeeGo*.
In addition, Maloney showcased more than 10 tablets, running on three different operating systems, that are available today based on the Intel Atom processor Z670. The platform already has more than 35 design wins since its launch in April, with several convertibles, sliders and other innovative designs on shelves now and more coming through the rest of the year.
[Medfield relevance is only upto 00:48.
Please note at 00:27: “… initially on Android, later on MeeGo …”]
Maloney also discussed “Medfield,” Intel’s first purpose-built 32nm platform for smartphones and tablets. “Medfield” has been optimized for both low power and high performance and will deliver long use-time, rich media and gaming, and advanced imaging capabilities. To illustrate this point in tablets, Intel showcased a “Medfield” design running Google Android* 3.0 (“Honeycomb”) for the first time. In production later this year, the platform will enable sub-9mm designs that weigh less than 1.5 pounds for tablet designs in market the first half of 2012. It will support a range of operating systems including Android and MeeGo.
According to Maloney, “The work Intel is doing with the Intel® Atom™ processor roadmap, coupled with the significant changes we are making to our Intel® Core™ processor roadmaps, will continue to enhance Intel’s ability to deliver complete hardware solutions with a choice of software platforms across a full spectrum of computing — from back-end servers that power the cloud to the billions of devices that access the cloud.”
– Computing Becomes More Personal at Computex [June 7, 2011] (emphasis is mine)
Reflecting on Computex last week, I’m once again in awe of all the time and energy across the company (and around the world!) goes into pulling off this event. For Intel, it was a great show. We highlighted several technologies and innovations that will push the envelope when it comes to enhancing what we’re calling “companion computing.” As Intel Executive Vice President Sean Maloney pointed out in his keynote, “computing is taking many forms” and Intel innovation is the “catalyst” for exciting new technologies that will empower our mobile lifestyles.
I hope you heard our big news around the introduction of a brand new category of ultra-slim laptops called “Ultrabooks,” targeted to penetrate 40 percent of the market by end of 2012.
Along that same vein, the Netbook and Tablet Group at Intel, made some exciting disclosures to help meet the varied expectations of the companion device market. One of those was “Keeley Lake,” a brand new, convertible design based on the upcoming Atom netbook platform, “Cedar Trail.” With its swivel and fold monitor design, “Keeley Lake” packs in the power and performance of a netbook and the functionality of a tablet.
It will have more than 10 hours of battery life and will include Rapid Start, Smart Connect and Intel Wireless Display for displaying content on TVs and PC Synch.
Intel also highlighted “Medfield,” its first purpose-built 32nm platform for smartphones and tablets. Optimized for low power, high performance and longer use-time, these processors will be in production later this year and you can see “Medfield”-based tablets out in the market in the first half of 2012.
Both “Keeley Lake” and “Medfield” will support a range of operating systems including Windows, Google Android and MeeGo.
Speaking of MeeGo, the ecosystem around MeeGo-based netbooks is expanding. At Computex devices such as the Acer Aspire One Happy series, the Asus Eee PC X101, the Lenovo IdeaPad S100 and Samsung N100 were introduced. These systems are based on the new 1.33 GHz single-core Intel® Atom™ processor N435 and will provide new levels of affordability for market expansion.
At the show, we demonstrated the traction our formerly codenamed “Oak Trail” platform, now the Intel Atom processor Z670, has received since it began shipping in April. “Oak Trail” has garnered huge market acceptance and already has more than 35 design wins, 10 of which were showcased on the Computex stage. In addition, several convertibles and sliders are on shelves now, with more coming through the end of the year.
Mobile computing is indeed taking many new forms and I’m looking forward to the future to see how these shapes evolve. Computex 2011 has definitely set the tone for the exciting times ahead!
End of updates from Computex 2011
Intel pushes Android plans [April 14, 2011]
Intel, in the third quarter of 2011, is set to announce a new plan for tablet PCs – PRC Plus, pushing an Intel/Android 3.0 platform, after nearly half of year of negotiations with Google, according to sources from notebook players. However, Intel declined to comment on market rumors.
The sources pointed out that the PRC Plus plan is to use Intel processor’s advantage of stronger performance than ARM-based processors and improve on the operating system’s user interface and user experience. The new plan is also expected to save costs from Windows licensing fees for downstream vendors.
In addition to pushing an Intel/Android 3.0 platform, Intel is also set to adopt a similar strategy as in the PC industry and pay a subsidy of US$10 for each Intel CPU-based tablet PC to attract first-tier notebook vendors.
Asia-based Acer, Lenovo and Asustek Computer have all agreed to start up new netbook projects in the second half of 2011, while Cisco is also set to launch devices adopting Oak Trail/Android 3.0 targeting the enterprise market, the sources added.
As Android for tablets falters, opportunity for Intel [CNET, April 15, 2011]
Intel has been criticized here and in other venues for being late to the tabletparty. But Android’s slow start in tablets may mean latecomers aren’t necessarily losers.
Intel was demoing an Atom-based tablet at its developer conference in Beijing this week (Credit: Intel)
A stroke of serendipity has arrived in the form of a tepid consumer reception so far for tablets beyond Apple’s iPad. Sales of the Motorola Xoom are, to date, anemic, while the sell-through to consumers of Samsung’s Android tablet has also been underwhelming.
And Digitimes reported todaythat tablet suppliers Asus and HTC are delaying Android tablet rollouts.
Meanwhile, RIM’s BlackBerry PlayBook–which is more like an appendage to a BlackBerry phonethan a standalone tablet–is not targeted at the high-volume consumer space.
So, with tablets based on chips from companies like Nvidia (Xoom, Samsung Galaxy Tab) and Texas Instruments (PlayBook) not likely flying off the shelf, are Intel’s chances any better now?
“The door to this market is open. The longer it takes for these other products to get rolling, the more opportunity there is for Intel,” said Richard Shim, an analyst at DisplaySearch.
But:
– No hope: Intel’s new Oak Trail chip headed for tablet limbo [Ars Technica, April 13, 2011]
Everything about the Android tablet experience, from the hardware and software to the price point, is inferior to the iPad. So what hope is there for Intel’s Oak Trail to swoop in and change the game?
There is no hope, but that’s not really the point of Oak Trail. Intel’s latest stab at an MID/tablet-oriented hardware platform is just one more step on its long march to the smartphone, a destination it’s unlikely to reach until it gets a future Oak Trail successor down to 22nm. Until then, Intel will keep producing these “tablet” chips, which will find their way into designs from a number of OEMs, some of which are neat in a gimmicky sort of way, and none of which are likely to sell well.
If netbooks were still selling like hotcakes, this could significantly improve Oak Trail’s prospects, because it will be a solid netbook part. But they aren’t, so we’re left to watch Intel mark time in this fashion for another year or so until it finally catches up to the ARM ecosystem.
– Intel does fondleslabs with Atom ‘Oak Trail’ [The Register, April 11, 2011]
Monday’s announcement of the Oak Trail rollout, while welcome news to Intel fans, may not be “longer-term” enough to make significant inroads into a market now dominated by ARM variants. Although it’s too soon to tell, those same fans may have more reason to hope that the soon-to-follow Cedar Trail might have the chops to move the Intel architecture into a critical mass of “Companion Computing” devices.
Doug Davis: Devices and the Future of Personal Computing [Keynote webcast, April 12, 2011] (some parts transcribed here with their corresponding slides)
[8:20] According to the Moore’s law every two year we delivered a new generation of process technology. … Our 32 nm technology – for example – deliveres 25% increase in performance at the same power level, at the same leakage, OR we can deliver 10X lower leakage at the same performance level [8:41][8:59] Now Intel is accelerating the Atom SoC road map. Over the next several years we’re going to move faster than Moore’s law. … Our 45 nm volume products are shipping today. 32 nm will ship in volume over the next 6 months, and 22 nm will be in volume within 24 months. [9:25]
[9:38] The 1st generation of Atom processor was built on 45 nm technology. That product line brought about 10X thermal power reduction vs. our lowest power Celeron products. The 2nd generation Atom added a new set of power management capabilities and features. The focus there was to drive idle power at platform level down by 50X and we beat our own goals.Our 3d generation Atom will continue to bring new architectural innovations to improve performance and power. With 10X lower leakage on the 32 nm SoC process enables longer standby and idle power improvements as well.
Our 4th generation of Atom will again continue to drive new architectural innovations , and performance and power. It will be built on 22 nm process technology. The most important benefit of 22 nm process technology is to continue to provide very low leakage, and [it] also will provide about 2X reduction in active power along with about 2X improvement in transistor density as well. All this compared to our 32 nm process technology. [10:55]
[14:00] … [New] features [on the upcoming 32 nm Cedar Trail] we are bringing to these new netbook experiences:We will have things like Intel Wireless Display that allows to project what is on the screen of your netbook onto a larger system like the television in your home.
Intel Wireless Music which allows you to take a playlist on your netbook and to be able to stream it to almost any power speakers in your home. You can listen to that music while you are looking at those pictures from your last vacation.
Always Updated is the technology that keeps tweets and RSS feeds, and e-mail, all of those types of things updated on your netbook even when it is in standby. So when you open up the system and you want to do something all of your information is up to date.
The Intel App Up allows you to have applications from thousands of different developers.
PC Sync is a great technology that allows you to seamlessly connect all the devices in your home so that they stay in sync automatically.
And my personal favorite is Fast Flash Standby. This allows you to be able to come up and use the device instantly. It is really [the case that] the device is ready for a new meeting. [15:24]
Netbook Nation: IDF Beijing 2011 Round Up [April 15, 2011] (emphasis is mine)
If you want the inside scoop on what went on at IDF Beijing 2011 you’ve come to the right place. Netbook News was the only English speaking blog at the Chinese conference. So what went on? We’ll we’ve got a video showing you our favorite products and announcements below, but if you perfer reading, I’ll spell it out for you. Cedartrail Intel’s latest Netbook platform was launched. No details on performance gains, but three new features were added: Intel Wireless Streaming [rather: Wireless Display], Intel [Wireless] Music and Wireless file sharing [rather: PC Sync]. During the Day 1 Keynote we were able to grab a video of the on stage demo in case you’re curious. [the demo of those 3 features is from [4:44] to [6:08] of the below video]
Oak Trail was officially announced with tablets hitting the streets in May. So far all the tablets are 10.1 inches and about 10mm thick. Nothing to get too excited about as we have yet to see what kind of battery life we might be getting. Some tablet manufactures like Evolve Three came out with a unique design integrating a kick stand and keyboard into the hard cover. We’ve included a hands on in the Netbook Nation video if you’re keen to grab a look. [see between 2:40 and 3:45]
Taking a look at gaming hardware there was only one notable announcement and that was by Razer who is bringing the Switchblade, the most innovative Oak Trail device to date to the Chinese market first. And Tencent, China’s largest ISV is going to be providing the installed gaming user base! Razer and Tencent are bring four immensely popular online games with roughly 600 million monthly gamers to mobile. Razer is going to focus optimization of the Switchblade on League of Legends as well as Dungeon & Fighter, Crossfire and QQ Speed. Tencent sees 130 million active monthly users between the four games and views Oak Trail as the mobile computing platform able to deliver a powerful gaming experience. Though the Switchblade is currently running Windows 7, both Tencent and Razer concluded that they were interesting in the possibility of delivering MeeGo on the device.
So check out the video below that also shows off a special PRC skin of the MeeGo tablet UI! [see between 6:16 and 8:24]
Intel Developer Forum: Executives Talk Evolution of Computing with Devices that Touch People’s Daily Lives [April 11, 2011]
Doug Davis: Reinventing Personal Computing for Devices
During his keynote presentation, Davis discussed how companion computing devices, including netbooks, tablets and other devices are tranforming the world we live in through personal, mobile and connected experiences. He described how Intel, over the next 3 years, is accelerating the Intel Atom product line on a pace faster than Moore’s Lawto deliver increased battery life, enhanced performance and new features for amazing user experiences.Davis also unveiled the highly anticipated Intel® AtomTM Z670 processor and Intel® SM35 Express Chipset platform, formerly codenamed “Oak Trail,” with a range of innovative tablets and form factors. These devices are available from leading customers with operating system of choice including Android*, Windows 7* and MeeGo* starting in May.
Highlighting the evolution of netbooks, Davis also disclosed “Cedar Trail,” Intel’s next-generation netbook and entry-level desktop platform. Based on Intel’s leading-edge 32nm process technology, “Cedar Trail” will include more than 10 new features that will improve media, graphics and power consumption in upcoming netbooks. The chip’s design, efficiencies and latest manufacturing process technology will enable fan-less, fully enclosed and thus ultra-sleek devices. Davis said other new features will be disclosed in the coming months, with the processor due in the second half of the year.
Renée James: Creating the Ultimate User Experience
During her keynote, James discussed Intel’s transition from a semiconductor company to a personal computing company, and emphasized the importance of delivering compelling user experiences across a range of personal computing devices. To develop and enable the best experiences, James announced a strategic relationship with Tencent*, China’s largest Internet company, to create a joint innovation center dedicated to delivering best-in-class mobile Internet experiences. Engineers from both companies will work together to further the mobile computing platforms and other technologies.James also announced new collaborations for the Intel AppUpSM center and the Intel AppUp Developer Program in China to help assist in the creation of innovative applications for Intel Atom processor-based devices. Chinese partners supporting this effort include Neusoft*, Haier* and Hasee* and Shenzhen Software Park*.
Oak Trail Press Deck [April 8, 2011] slide #12:
Intel® Atom™ Processor Z670 (512K Cache, 1.50 GHz) (some extracted specification)
# of Cores 1
# of Threads 2
…
Max TDP 3 W
…
Tray 1ku Budgetary Price $75.00
…
Max Memory Size 2 GB
(dependent on memory type)
…
Integrated Graphics Yes
Graphics Base Frequency 400 MHz
…
Intel® Hyper-Threading Technology Yes
…
Enhanced Intel SpeedStep® Technology YesEnhanced Intel SpeedStep® Technology is an advanced means of enabling very high performance while also meeting the power-conservation needs of mobile systems. Conventional Intel SpeedStep Technology switches both voltage and frequency in tandem between high and low levels in response to processor load.
More information:
– Oak_Trail_Atom_Processor_Factsheet [April 8, 2011]
– Embedded_Oak_Trail_Factsheet [April 8, 2011]
– Oak_Trail_Press_Deck [April 8, 2011]
– Oak_Trail_Press_Presentation [April 8, 2011], from which one slide is worth to show here:
Intel® Atom™ Processor Z650 (512K Cache, 1.20 GHz)
The same specifications except the clock speed and there is no price given.
Intel® SM35 Express Chipset (some extracted specification)
Product Name Intel® 82SM35 PCH
Code Name Formerly Whitney Point
…
Max TDP 0.75 Watts
…
Integrated Graphics Yes
…
Graphics Output HDMI
More information: Intel® SM35 Express ChipsetOverview
Intel, on the go [April 16, 2011]
Intel has finally taken an important step in its shift toward making chips for mobile devices, ending a year of speculation.
The processor manufacturing giant on Monday launched a new processor, a low-power version of Intel chips slated for tablets, notebooks and smartphones.
The next-generation Intel Atom processor platform, formerly code-named “Oak Trail,” will appear in 35 tablet computers and other mobile devices, including those made by Lenovo and Fujitsu, in May and throughout 2011, California-based Intel announced.
…
Other device makers using the new Atom Z670 include Motion Computing, Razer and Viliv. The new chip, like other processors from the line, supports Google Android, MeeGo and Windows operating systems.
With the launch of the new Intel Atom processor platform, Intel is finally making progress in the world of chip manufacturing for mobile devices, which has been predominantly occupied by the Cambridge-based ARM.
During the Intel Developer Forum (IDF) in Beijing, which opened on Tuesday and ended on Wednesday, Intel also announced that its AppUp center, currently optimized for netbooks and laptops, will be extended to support mobile devices, including tablets and smartphones, in the near future.
The localized Intel AppUp center and Intel developer program for the Chinese market, in cooperation with some local partners, is also expected to debut at the end of the year, Intel said during the IDF. The chip giant also announced at the forum the launch of a joint innovation center with Tencent to focus on mobile computing platforms.
Steering away from purely serving as a technology provider to creating a more user-friendly experienceis a tough job which cannot be done overnight, Yang Xu, president of Intel China, told reporters during the IDF.
…
Razer Switchblade
San Diego, California-based gaming hardware producer Razer showcased at the forum its gaming handheld concept device Switchblade, powered by the new Intel Atom processor. Running on Windows 7, the handheld, with a size of 172mm x 115mm x 25 mm, supports both WiFi and 3G. The gadget combines a new dynamic tactile keyboard and a multi-touch-screen, and, if required, a mobile gaming mouse.As a concept for now, the device is expected to be available soon in the market, but its exact availability and pricing remains uncertain.
Evolve III Maestro C tablet
[A stand can be kicked off as well as a wireless keyboard has been integrated into the hard cover so the cover is freely detachable. See the excerpts from the video hands-on in the “Netbook Nation” article seen before. A truely innovative design.]
Sydney-based tablet maker Evolve III will join the likes of Lenovo and Fujitsu to become the first batch of manufacturers to use the new Intel Atom Z670 processor. The firm unveiled at the IDF its Maestro Convertible tablet, based on a 1.5-gigahertz Intel Z670 processor. The tablet, featuring a 10.1-inch capacitive touch display, is convertible and will be offering a triple booting of Windows 7, Android and MeeGo.
The weight of the device is 910g. The device, which mainly targets a business clientele, will first go on sale in the US and Europe around June, retailing for $729, according to Warrick Dainter, executive director of the Australian tablet maker. The device is also expected to hit the Chinese market in July or August, which will be the first launch of the firm’s products in China, Dainter said.
More information:
From Intel Newsroom:
The Fujitsu Stylistic Q550 is a business-class slate PC designed for the high-security requirements of mobile enterprise computing, and with the Intel® Atom™ processor Z670 inside, the device provides all-day battery life.
Lenovo Ideapad Slate
The new Intel® Atom™ processor Z670 inside Lenovo’s IdeaPad Slate enables reduced power consumption, extended battery life and full 1080p HD video support. The Lenovo IdeaPad Slate is powered by the new Intel® Atom™ processor Z670, as well as 2GB of RAM and a 30GB SSD for storage with a form function offering both finger and stylus input.
Motion CL900 Tablet PC
The Motion CL900 tablet is the first 10-inch, rugged tablet that enables both touch and stylus input on the display along with a full day of battery life using Intel’s next generation Intel® Atom™ processor Z670. The CL900 incorporates the new Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption while running multiple enterprise applications. The new Intel® Atom™ processor Z670 inside the Motion CL900 enables lighter devices, allowing users to work faster and more effectively in today’s decentralized work environments.
The slimmest Windows 7 tablet yet, the Viliv X70 Slate offers a custom-split keyboard to ease thumb typing, Clear Type LCD screen and an Intel® Atom™ processor Z670 to provide the ideal balance between power and battery consumption.
New Intel® Atom™ Processor for Tablets Spurs Companion Computing Device Innovation [April 11, 2011]
Company Outlines Plans to Accelerate Intel Manufacturing Lead with Intel® Atom™ Processor Family and Move Faster than Moore’s Law
Intel Corporation today announced that the Intel® Atom™ platform, formerly codenamed “Oak Trail,” is now available and will be in devices starting in May and throughout 2011. Over 35 innovative tablet and hybrid designs from companies including Evolve III*, Fujitsu Limited*, Lenovo*, Motion Computing*, Razer*, and Viliv* are based on “Oak Trail” and running a variety of operating systems.In addition, at the Intel Developer Forum in Beijing, the company will give a sneak peak of its next-generation, 32nm Intel Atom platform, currently codenamed “Cedar Trail.” This solution will help to enable a new wave of fanless, cool and quiet, sleek and innovative netbooks, entry-level desktops and all-in-one designs.
“The new Intel Atom ‘Oak Trail’ platform, with ‘Cedar Trail’ to follow, are examples of our continued commitment to bring amazing personal and mobile experiences to netbook and tablet devices, delivering architectural enhancements for longer battery life and greater performance,” said Doug Davis, vice president and general manager of the Netbook and Tablet Group at Intel. “We are accelerating the Intel Atom product line to now move faster than Moore’s law, bringing new products to market on three process technologies in the next 3 years.”
The new Intel® Atom™ processor Z670, part of the “Oak Trail” platform, delivers improved video playback, fast Internet browsing and longer battery life, without sacrificing performance. The rich media experience available with “Oak Trail” includes support for 1080p video decode, as well as HDMI. The platform also supports Adobe* Flash, enabling rich content and Flash-based gaming.
With these significant improvements in power-efficient performance, the Intel Atom processor Z670 allows applications to run on various operating systems, including Google* Android*, MeeGo* and Windows*. This unique flexibilitydelivers both new experiences and more choice when it comes to tablets and hybrid designs that combine the best features of the netbook and tablet together.
The platform also helps deliver smaller, thinner and more efficient devices by packing integrated graphics and the memory controller directly onto the processor die. The processor is 60 percent smaller than previous generations with a lower-power design for fanless devices as well as up to all-day battery life1. Additional features include Intel® Enhanced Deeper Sleep that saves more power during periods of inactivity as well as optimized Intel SpeedStep® technology. An integrated HD decode engine enables smooth 1080p HD video playback at a fraction of the power consumption.
In addition, Intel Atom Z670 processors come with the Intel® SM35 Express Chipset, delivering a lead-free2, halogen-free3 design with high-speed USB 2.0 for greater performance and Intel® High-Definition Audioto enable premium home theater sound.
Also ideal for small form-factor and portable embedded designs, the platform provides an excellent solution for a range of tablets in retail, medical and industrial applications. Solutions such as mobile clinical assistantsallow medical staff to directly input data into patients’ electronic files and avoid paper charting. This can result in a reduction in errors, better workflow, higher productivity and reduced paper handling and overhead costs. In addition to the Intel Atom Z670, Intel is offering the Intel® Atom™ processor Z650 for embedded devices with 7-year lifecycle support on Windows and MeeGo operating systems.
Based on Intel’s leading-edge 32nm process technology, the next-generation “Cedar Trail” platform will feature improvements in graphics capabilities including Blu-ray 2.0 support, a dedicated media engine for full 1080p playback and additional digital display options including HDMI output and DisplayPort. New features will include Intel® Wireless Music, Intel® Wireless Display, PC Synch and Fast Boot. In addition, the enhancements made in power consumption and TDP will enable fanless designs with longer battery life. This means great acoustics without the hum of a fan and improved ruggedness and aesthetics of the design. Intel is currently sampling “Cedar Trail” to all major OEMs and ODMs. Users can look forward to a new generation of innovative mobile and desktop designs based on the “Cedar Trail” platform in the second half of 2011.
More information:
Maestro Tablet Runs Three Operating Systems [Jan 18, 2011]
…
IFP: Is this the first tablet that can switch between Android, MeeGo and Windows operating systems?
Warrick: Yes, we believe we will be the first to offer a triple boot OS for customers. We have been working on the dual boot tablets for a long time, working to get the boot interface to run nice and smoothly. Now the hard part is over. We can offer MeeGo over to the dual boot tablet making it a triple boot really because of the in-depth work that we are going with Intel directly.
…
We would like to work with Honeycomb, however we are devoting most of our efforts to make sure that MeeGo and Windows 7 is 100 percent supported, as we feel that the new MeeGo platform alongside Windows 7 is a more stable platform over the android platform.
Also, using the devices myself, I can’t live without Microsoft’s PowerPoint and Excel and Outlook while on the go. You can’t beat a company dedicated to creating OS platforms as a main market share product (Microsoft/Win 7). These guys have helped us get through the hard parts of moving an OS ecosystem revolving around keyboard and mouse, over to complete touch integration.
We’re getting 7 percent support on Android, compared to nearly 100 percent support from Microsoft and Intel for the MeeGo and Win 7 platforms.
IFP: How has it been working with MeeGo – what makes it different than Windows and Android?
Warrick:MeeGo has been fantastic. It feels great to me, as it’s on the forefront of the platform. We also felt very proud to showcase the new MeeGo platform (at CES), as a lot of internal people – even the guys working at the MeeGo stand had never seen our version of MeeGo. This was the very latest, genuine version of the MeeGo platform. It is so flexible to work with, and the fact that Intel gives us a world of support to move ahead, is a giant difference to developing on the Android platform, where we’re getting very little support.
IFP: What are some of the technologies or features you like most, ones that help set you apart from other new tablets?
Warrick: Some of the things we have been have been working on with Intel is to try to create the slimmest hard drive. To create a 4mm thick external hard drive, we have had to go through some serious R&D thinking to get around some of the issues associated with developing a product like this. For example, do we sacrifice speed for thickness (SATA port is 6mm thick, as opposed to a 1mm thick Micro USB port)? But in all, we want to deliver the best balance between speed and portability.
Once you get down to the nitty-gritty of things …. it’s the ability to access the hard drive remotely via WiFi. I mean, let’s face it, does everybody always want to be accessing their hard drive by plugging a USB into their SSD? Not really, so why not make it accessible via WiFi and USB? A WiFi-accessible hard drive is kind-of cool, but it’s also something people will find useful.
Intel’s support has allowed us to implant the Intel memory wafer directly into our own transistor with our own driver in the chip rather than an external chip, allowing us to create smaller packaged devices, revolving around a completely customized product, rather than taking an existing product and modifying it.
IFP: Why create a custom hard drive?
Warrick: Business is tough in the hard drive market, so we are in tune to be different, and this has evolved from a need for these devices to exist. Memory constraints for devices such as tablets and mobile phones are getting smaller and smaller because everything is getting held on the cloud. We see the need to still be able to store our data locally, but we want this data to be available to all of our devices, not just the one you plugged into.
on App Up:
– From Intel Developer Forum (IDF) Beijing: New Industry Collaborations in China [April 12, 2011]
– How to build an AppUp app from a web page using AppUp encapsulator [April 15, 2011]
– Calling all web app developers…we’ve got something for you! [April 11, 2011]
The Intel AppUp℠ developer program is excited to announce a new opportunity for web app developers to transform web apps into Intel AppUp℠ center apps. This opportunity, called Intel AppUp™ encapsulator, allows web app developers to expand their customer base and revenue potential by making an app from their existing web code that is compatible and available for the Intel AppUp℠ center.
How does this work? The Intel AppUp™ encapsulator embeds the web code into a native application wrapper (a hybrid app) and then creates installer packages. The native application wrapper integrates the Intel AppUp™ SDK for store authorization and QT WebKit which provides the HTML5 and Javascript engines that execute and render the web app code. After talking with one of the developers, Andy Idsinga, I got so excited because Andy said that this process is relatively simply and doesn’t require anything special to get the web code to work with the Intel AppUp™ encapsulator. In fact, developers can use their own web APIs, 3rd Party APIs, and even other 3rd party widgets. Essentially, the developer builds the web code just like other web apps utilizing html, css and javascript, images and AJAX.
Keep in mind that the developer will still need to test and debug the app. But the cool part about it is that the developer can run Intel AppUp™ encapsulator many times as the developer chooses in order to get the app to its desired final product. Once done, then the developer submits the final product to the Intel AppUp center. It’s just that simple!
For more information about Intel AppUp™ encapsulator, please read the FAQs for detailed information. If I’ve convinced you, and you’re ready to expand your customer, then launch the tool and get started now!
– Intel MeeGo 1.2 Tablet UX now open sourced. This and more now on MeeGo.com [April 4, 2011]
Mid February of this year, Intel released the MeeGo 1.2 Tablet UX pre-alpha to our developer community. And now a month later we are happy to announce that this release has been fully open sourced, where it is supported and available under the open source MeeGo project at MeeGo.com. At the time of this post, the open sourced version is pre-alpha and is released as the MeeGo Tablet Developer Preview. Via MeeGo.com:
We are pleased to open up development of the tablet user experience project. This release provides a touch-optimized user interface for MeeGo tablets, introducing the new panels UI concept and including a suite of built-in applications for Web browsing, personal information management and media consumption. This project is a work-in-progress under active development and considered pre-alpha. We welcome your involvement and contributions.
As you likely recall, Intel initially released the MeeGo tablet UX 1.2 pre-alpha in February to coincide with the release of the AppUp SDK beta for MeeGo. This release allowed developers to have the tools & user experience needed to start developing, testing, & submitting tablet applications for AppUp. At the time of initial release the tablet UX could not be fully open sourced, thus was initially released under the AppUp developer program site.
However, with the MeeGo tablet UX released as open source, it sits side-by-side the other device user intefaces (UI’s) from MeeGo.com, such as; the MeeGo Netbook UI, ivi UI, Handset UI and Smart TV UI. Along with these open source device UI’s, the tablet UI is available for the MeeGo community to freely download, support, and contribute to under the MeeGo open source project.
Visit the MeeGo.com site to download the MeeGo Tablet Developer Preview, and get a full list of features and supported hardware.
http://meego.com/downloads/releases/1.2/meego-tablet-developer-previewAlso visit the MeeGo developer portal for AppUp, to get all the information you need to develop and distribute a MeeGo application.
http://appdeveloper.intel.com/meegoMeeGo UX Components
In addition MeeGo.com has released QML based MeeGo UX Components and a cooresponding Wiki. The MeeGo UX Components make developing for MeeGo devices easier by providing a set UI elements that allow you to quickly build applications that tightly integrate with the look of the MeeGo user experience.
Visit the MeeGo UX Components Wiki
http://wiki.meego.com/MeeGo_UX_Components
This is how App Up has been started:
– Industry Support for the Intel Atom Developer Program [Sept 22, 2009]
During his keynote at IDF today, Paul Otellini announced the Intel® Atom™ Developer Program, a framework for creating and distributing applications designed specifically for Intel Atom processor-based devices. For the next level of detail, tune into Renee James’ IDF software keynote tomorrow at 10 a.m. PST where she will go into the program’s specifics and describe the benefits for software developers, ISVs and OEMs. For now, please refer to the Intel Atom Developer Program announcement and appdeveloper.intel.com for more information.
Although the program has just launched, we’ve already received some encouraging words of support from software companies and hardware manufacturers alike. Here’s what some of our partners are saying:
- “The Adobe Flash Platform enables developers to create and deliver the most compelling applications, content and video to the widest possible audience. We expect the Intel Atom Developer Program will be a great way for the Flash Platform community developing on Adobe AIR to monetize their AIR applications, and we are working closely with Intel to deliver the necessary technology to enable this opportunity on the Atom platform in the future.” – David Wadhwani, General Manager and Vice President, Platform Business Unit, Adobe
- “Customer adoption of our Intel Atom-based netbooks is exceeding our expectations. Acer is excited to see Intel’s effort in bringing new and innovative applications to netbooks and will use the Intel Atom Developer Program framework to open an application storefront.” – Jim Wong, president, IT Products Global Operations, Acer Inc.
- “The Intel Atom Developer Program is an integral element of providing a holistic netbook experience for our customers. Asus sees this new development model as an opportunity to encourage developers and ISVs. Asus plans to offer an application store based on this framework in order to make exciting applications available to our customers.” – S.Y. Shian, Vice President and General Manager, System Business Group, Asus
- “Dell is passionate about providing value for developers. The Intel Atom Developer Program will open a new world of innovation and business opportunity for developers and we look forward to working with Intel to foster the creation of exciting new Windows and Moblin-based netbook applications.” – John Thode, Vice President, Small Devices, Dell Inc.
then later transformed:
– Chip Shot: Mobile Apps Hit Netbooks [Sept 14, 2010]:
Intel announced the general release of its first netbook application store for consumers today at IDF, including both free and paid apps for entertainment, social networking, gaming and productivity. The Intel® AppUpSM centerheightens the user experience with applications optimized for the mobility and screen size of netbooks. To encourage consumers to discover new applications, the Intel AppUp Center features a free 24-hour “try before you buy” period for all paid applications. To download a copy of the Intel AppUp center today, visit www.appup.com.
Intel Opens Software App Store, Offers New Intel Atom Chips [Sept 14, 2010]
James: The Best Experiences Are Created on Intel Architecture
During her keynote at Moscone Center West in San Francisco, James outlined how tightly integrated and optimized software and platforms will deliver new levels of performance, along with fresh capabilities and the importance of creating an innovative experience across the personal computing continuum – from PCs to smart phones to tablets and cars, as well as any number of Internet-connected consumer devices.Emphasizing a seamless experience across operating systems, James introduced general availability of the Intel® AppUpSM center netbook app store for consumers. The Intel AppUp center includes both free and paid apps for entertainment, social networking, gaming and productivity, optimized for a netbook’s mobility and screen size. To encourage consumers to try new applications, Intel AppUp provides “try before you buy” solutions, encouraging consumers to purchase apps they otherwise might not have. The launch was also marked by the availability of Adobe* AIRapplications, as well as apps from companies including Accuweather*, Barnes & Noble*, Funkitron*, Gibson Guitars*, iWin*, Kaplan*, KONAMI*, and Lifetime*.
In an effort to reach netbook owners worldwide, James announced agreements with Best Buy*, UK-based Dixons* and India-based Croma* to outfit each retailer with the Intel AppUp center – pre-installed on netbooks the stores sell, as well as available for current netbook owners to download online. Similarly, James announced plans from ASUS* to ship its version of the Intel AppUp center on netbooks, the “asus app store,” starting in October.
During her keynote, James highlighted the Intel AppUp Developer Program, designed to drive innovative applications for end users and new revenue opportunities for independent developers and software vendors with programs such as the Intel Million Dollar Development fund. Rick Vanner from The Game Creators was recognized as winner of the “Most Innovative Application” in the Intel Atom Developer Challengefor his game titled, “Goals.” James also introduced the “On Intel AppUp” ISV identifier, designed to help developers promote their applications on Intel AppUp center.
James acknowledged seamless experiences are only part of the equation. Open operating systems – such as Intel and Nokia’s* MeeGo*, hosted by the Linux Foundation – allow developers to create, invent and innovate. Pointing to contributions from industry leaders, James discussed MeeGo ecosystem momentum, highlighting a variety of MeeGo-based devices and how third-party software developments and the upcoming MeeGo Web runtime, to be released in October, will make it easier to write applications for these devices. Internet TV pioneer Amino* also joined James onstage to demonstrate how the company is taking advantage of the flexibility and openness of MeeGo to deliver an innovative MeeGo-based smart TV solution.






The images leaked online provides glimpses of new HTC Windows Phone 7, currently being called ‘Eternity’. HTC Eternity will land as one of the first most smart phones running Microsoft Windows Phone 7 Mango (WP7) operating system.
The i8350 has also received its very own (blank, for now) page in Samsung’s UK support database, pretty much confirming that it’s real. You can see a screengrab of that above.


1.0 Program Overview

ZTE Light Tab T9 ZTE Light Tab T9 












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