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MWC 2012 day 1 news [Feb 27, 2012]: Samsung and Nokia

 

Samsung had a number of enhanced GALAXY products (see them in the “Details for Samsung” section below). The really strong message from innovation point of view from them has, however, been (considered by them as “hidden gems”):
Samsung Mobile – Beyond Product [ YouTube Channel]

Tour the Samsung Mobile booth at Mobile World Congress 2012 in Barcelona. Find out more about our new innovations, from AllShare Play and Control through Smart Driving and Smart School to NFC mobile payments.

UPDATE: for Nokia the major competition is the overall Android ecosystem, and not only in the proper smartphone market as:
– repeatedly stressed by Stephen Elop, the CEO of Nokia:

Our number-one focus is competing with Android. [see here and here]

The principal competition is Android, and then Apple. [see here]

– indicated in relevant excerpts from the Nokia 2011 fiscal year report [March 8, 2012] as:

Market overview

… Today, however, the distinction between these two classes of products is blurring. Increasingly, basic feature phone models, supported by innovations in both hardware and software, are also providing people with the opportunity to access the Internet and applications and, on the whole, offering them a more smartphone-like experience.

Whether smartphones or feature phones, mobile devices geared for Internet access and their accompanying Internet data plans are also becoming increasingly affordable and, consequently, they are becoming attractive to a broader range of consumer groups and geographic markets. A notable recent development has been the increased affordability of devices based on the Android platform, which has enabled some vendors to offer smartphones for below EUR 100, excluding taxes and subsidies, and thus address a portion of the market which has been dominated by more basic feature phone offerings.

….

Competition

…  some competitors’ offerings based on Android are available for purchase by consumers for below EUR 100, excluding taxes and subsidies, and thus address a portion of the market which has been traditionally dominated by feature phone offerings, including those offered by Nokia. Accordingly, lower-priced smartphones are increasingly reducing the addressable market and lowering the price points for feature phone. …

Principal Factors & Trends Affecting our Results of Operations

Devices & Service

Increased Pervasiveness of Smartphones and Smartphone-like Experiences Across the Price Spectrum

During the past year, we saw the increasing availability of more affordable smartphones, particularly Android-based smartphones, connected devices and related services which were able to reach lower price points contributing to a decline in the average selling prices of smartphones in our industry.

This trend affects us in two ways. First, it puts pressure on the price of our smartphones and potentially our profitability, as we need to price our smartphones competitively. We currently partially address this with our Symbian device offering in specific regions and distribution channels, and we plan to introduce and bring to markets new and more affordable Nokia products with Windows Phone in 2012, such as the Nokia Lumia 610 announced in February 2012. Second, lower-priced smartphones put pressure on our higher-end feature phone offering from our Mobile Phones unit. We are addressing this with our planned introductions in 2012 ofsmarter, competitively priced feature phones with more modern user experiences, including software, services and application experiences. In support of our Mobile Phones business, we also plan to drive third party innovation through working with our partners to engage in building strong, local ecosystems.

Full information is in the Nokia’s strategy for “the next billion” based on software and web optimization with super low-cost 2.5/2.75G SoCs [Feb 14 – March 8, 2012] post on this blog.

END OF UPDATE

For Nokia, accordingly, a number of innovations have already been introduced on the MWC 2012, from the hardware level up to the services which surround all that. So for Nokia I will provide a video-based overview here well before going into the “Details for Nokia” section in the very end:

Nokia Press Conference Highlights from MWC 2012 [ YouTube channel]

Key points: Nokia Lumia 610 is announced. Award-winning Nokia Lumia 900 will become available in various markets outside the US. Nokia PureView elevates industry standard in smartphone imaging. New Asha feature phones and services grow increasingly ‘smarter’.

Nokia Lumia 610 Hands-On Video [ YouTube channel]

The funky Nokia Lumia 610 http://nokia.ly/AztJvZ is the most affordable Lumia phone yet, but it delivers everything you need in a smartphone. The People Hub pulls family and friends’ contact details in one place, along with Facebook and Twitter feeds. A choice of colours, with metallic trim, makes the phone an individual style statement. [$254 (€189). Has a 3.7” 800 x 480 WVGA LCD display.]

The Windows Phone Xbox tie-in and 5-megapixel camera add to the funky package. And Nokia Music, with Mix Radio (availability may vary by market), Nokia Maps, Nokia Drive, Nokia Transport and Nokia Reading – make this phone unbeatable value.

UPDATE: the Nokia Lumia 610 won Tom’s Hardware Best in show and Best Budget Smartphone from Laptop. See here.

Introducing the White Nokia Lumia 900 – Live Large [ YouTube channel]

Meet the new Nokia Lumia 900 with Windows Phone http://nokia.ly/zoyq6L Find out how fast amazing can be. And social. And beautiful. With its award winning design including front facing camera and Live Tiles, keeping in touch with friends, and the entire Internet, has never been so easy. [$645 (€480). Has a 4.3” 800 x 480 WVGA AMOLED ClearBlack display with Gorilla Glass.]

Experience The Amazing Everyday.

First Look at Nokia Reading on Nokia Lumia [ YouTube channel]

In this hands on video, Rhidian from Nokia talks about Nokia Reading, a premium e-book and audio experience service announced at Mobile World Congress 2012, and shows how it works on Nokia Lumia.

Nokia Reading will be available for Nokia Lumia handsets from April and will first launch in six markets (UK, France, Germany, Italy, Spain and Russia) with more to follow.

UPDATE: Nokia Reading: Get gripped by a great book [Nokia Coversations blog, Feb 28, 2012]

Nokia Reading follows the same simple and elegant panorama design we’ve become used to with other services, delivering the whole experience through a beautifully designed “reading hub.”

Nokia is working with some of the world’s biggest publishers, including Penguin and Hachette, and Pearson to launch a world class e-book and audiobook experience that’s been designed specifically for the Nokia Lumia.

Using a single, simple app you can choose your own favourite authors, or select bestselling novels and the top local books in your own language. If you’re not sure that you’ll like a book, Nokia Reading lets you browse some sample pages before you buy. Or you can download and read one of the thousands of classic works of literature that will be available for free.

Once you have chosen a book, large, clear, smartphone screens like those on the Nokia Lumia make reading an enjoyable experience – and you can switch to ‘night mode,’ change the font or adjust brightness, if your eyes get tired in the evening. It’s also great on an underground train or plane, because you can read everything offline after downloading beforehand over WiFi or mobile network

In coming months you’ll also be able to create a personalized magazine page (called “news stream”) that updates content across the most popular categories, and adds web content from your chosen sites.

Nokia 808 PureView – The next breakthrough in photography [ YouTube channel]

The game changer! Nokia 808 PureView http://nokia.ly/xz6mhS takes every bit of image goodness captured by a 41MP sensor and Carl Zeiss lens and turns it into beautifully detailed images and Full HD videos. Be ready to shoot and share with friends in an instant. [$605 (€450). Has a 4” 640 x 360  16:9 nHD AMOLED display.]

The Nokia 808 PureView also features exclusive Dolby Headphone technology, transforming stereo content into a personal surround sound experience over any headphones and Dolby Digital Plus for 5.1 channel surround sound playback.

UPDATE: Zooming in on Nokia PureView [article on the Nokia Conversations‎ blog, Feb 29, 2012]: meet the brains behind Nokia PureView Eero Salmelin and Juha Alakarhu, and also learn the history of this 5 years long journey that lead to the delivery on MWC 2012

UPDATE: Nokia 808 PureView partner makes it unbeatable [Nokia Conversations blog, March 1, 2012]

Dolby reveals audio secret of new phone’s success

Taking pride of place at their stand, the world’s best camera phone owes much to Dolby technologies for helping to make it an HD mobile entertainment device.

For the PureView is also about pure audio thanks to its high-definition Dolby Digital Plus 5.1-channel surround sound which plays on HD TVs, and home theatre systems, and when combined with Dolby Headphone technology – also built into the PureView – provides a personal 5.1 surround experience over any headphones.

Nokia is also bringing the Dolby experience to other smartphones with Nokia Belle Feature Pack 1 software upgrade for the Nokia 700, Nokia 701, and Nokia 603, also displayed on the Dolby stand.

Mobile Sales Director Shawn Richards talked us through the tech on a Nokia 700 with a demo from Batman movie The Dark Knight.

He explained that the Dolby Headphone upgrade transforms stereo content into a personal surround sound.

“You get a more natural, engaging, and authentic sound,” he said. “Good audio is even more important when you are watching a movie on a small screen. And Dolby Headphone creates a totally immersive feel.”

UPDATE: Nokia 808 Pureview – Best New Mobile Handset, Device or Tablet at Mobile World Congress 2012 [ YouTube channel, March 1, 2012]

Nokia 808 PureView wins top MWC award!
Our awesome camera phone scoops the top award from Mobile World Congress 2012 judges.

UPDATE: Damian Dinning explains Nokia PureView technology [ YouTube channel, Feb 29, 2012]

Nokia’s imaging expert Damian Dinning explains the breakthrough camera technology behind Nokia 808 PureView.

You could also check out the gorgeous photos taken with Nokia 808 PureView from the flickr.

UPDATE: Nokia PureView Q&A with Damian Dinning [interview on the Nokia Conversations‎ blog, March 1, 2012]

Nokia Stereo Bluetooth Headset BH-221 – See what you hear [ YouTube channel]

The new Nokia Stereo Bluetooth Headset BH-221 comes with an integrated FM radio and OLED display. It as excellent audio quality and NFC for easy pairing with your phone. Learn more at: www.accessories.nokia.com

Nokia Asha 302: Meet the designer [ YouTube channel]

Nokia Asha 302 http://nokia.ly/xXK4kV was designed with one simple goal in mind – to design the best looking QWERTY phone for today’s urban professionals. The metallic touch points, bold and sophisticated colors and smooth edges help users stand out and project success giving the phone a great premium feel. [$128 (€95). Has a 2.4” 320 x 240  QVGA TFT display.]

UPDATE: The Nokia C3-00 won Best Feature Phone or Entry Level Phone at the GSMA Awards 2012 in Barcelona. Blanca Juti, VP for Mobile Phones Product Marketing said to Nokia Conversations after collecting the prize: “It’s great for our products going forward, because the Nokia Asha 302 we launched yesterday is pretty much the successor to C3 which has had an amazing run in the market.” See here.

Nokia Asha 302: Premium All Round QWERTY [ YouTube channel]

Nokia Asha 302 http://nokia.ly/x5m2zm is a QWERTY phone with great value for money. It is packed with a 1 Ghz processor and is great for social networking, Email, Instant messaging, supports Mail for Exchange and has a premium design with stunning looks.

Nokia Asha 203: Simply touch, connect and play [ YouTube channel]

The Nokia Asha 203 http://nokia.ly/x78ZBe is a touch phone with a traditional keypad, offering fast and affordable access to the internet, easy access to email and social networks as well as a 40 EA games gift offering. [$81 (€60). Has a 2.4” QVGA display.]

Nokia Asha 202 Dual SIM: Simply touch, connect and play [ YouTube channel]

The Nokia Asha 202 http://nokia.ly/yOGbDA is a touch phone with a traditional keypad, offering fast and affordable access to the internet, easy access to email and social networks as well as a 40 EA games gift offering. Plus it comes with Easy Swap Dual SIM.  [$81 (€60). Has a 2.4” QVGA display.]

After exactly a year from the announcement of their new strategic set-up and direction it is quite obvious from all that above that Nokia is well on to realizing the corresponding transition. In fact they are redefining themselves which is well described by this video just published 2 days before the start of MWC 2012:

The New Essence of Nokia  [ YouTube channel]

We believe that everybody can have a richer, fuller life every day, everywhere. That means upgrading an ordinary moment to an exciting one or finding an unexpected experience to share with others. Intuitively, fast and easy. This is Nokia’s new mantra, this is the new essence of Nokia.

I see this overall brand message fitting rather well with their new and enhanced portfolio as you could judge for yourself from the above video presentations. In this way they have proceeded quite well from the disastrous situation they were a year ago, and which had been described quite extensively in the following post on this blog: Be aware of ZTE et al. and white-box (Shanzhai) vendors: Wake up call now for Nokia, soon for Microsoft, Intel, RIM and even Apple! [Feb 21 – March 25, 2011].


 Details for Samsung

This is the first hands-on video of GALAXY Beam from the Mobile World Congress 2012. GALAXY Beam is Samsung’s new projector smartphone that allows you to display and share multimedia content or business information instantly no matter where you are. For more information: http://www.samsungmobilepress.com/2012/02/26/GALAXY-Beam
MobileBurn.com – Samsung had relatively few things to announce at MWC 2012 this year, but one of them was the Galaxy Note 10.1, a larger version of the original Galaxy Note. The Note 10.1 uses the Galaxy Tab 2 (10.1) as its design inspiration (it looks nearly identical), but it adds S Pen capabilities to draw and notate on the screen. The Note 10.1 is powered by a dual-core, 1.4GHz processor and runs Android 4.0 Ice Cream Sandwich with Samsung’s TouchWiz enhancements. More info: http://www.mobileburn.com/18681/gallery/samsung-galaxy-note-101-live-impressions

Details for Nokia

All the launches: Nokia at Mobile World Congress [Nokia Conversations‎ blog]

BARCELONA, Spain – Nokia announces six new phones and an array of new and updated services, advancing its new strategy and setting the pace for 2012.

Here’s our star-studded line-up for Barcelona 2012.

Nokia Lumia 610

The Nokia Lumia 610 is our most affordable Windows Phone to date – and the fourth we’ve brought to market. It’s aimed at young people who want access to a smartphone experience at the right price. Offering access to social networking, games, Nokia Maps and navigation, web-browsing and Nokia Music, the Lumia 610 comes in four bright colours. It will cost just €189 [$254] before taxes and subsidies, and starts shipping in April.

Nokia Lumia 900

First announced in January for AT&T’s LTE network in the US, the Nokia Lumia 900 will now be available worldwide in an HSPA+ edition. The Dual Carrier HSPA phone will allow for downloads up 42.2 Mbps. With a 4.3-inch ClearBlack AMOLED display, mobile media never looked so good, while an upgraded battery means there’s no compromise on longevity.

[Lumia 900 [DC-HSPA variant] $645 (€480) according to the press release]

Read the full story

which one is your favourite

Nokia 808 PureView

The Nokia 808 PureView extends our leadership in camera phones, with an amazing 41-megapixel sensor, Carl Zeiss optics and brand new pixel over-sampling technology. This means pin-sharp pictures, great low-light performance, yet with the ability to save your images in a suitable file size for social media, MMS and email. Also watch out for full 1080p video recording and exclusive Dolby Headphone technology to enrich the sound of any stereo content.
[The Nokia 808 PureView has a current price of €450 [$605]. It will be hitting stores in Q2 2012. – according to a press report]

Read the full story

Nokia Asha 302, 202 and 203

We’re also introducing three new Nokia Asha mobile phones with new capabilities to bring them to smarter heights than ever. Aimed at urban consumers across the world, the Nokia Asha 302, 202 and 203 offer more than ever in terms of work and play. The Asha 302 is a QWERTY phone with support for Microsoft Exchange synchronisation, a first for Series 40 phones. The Asha 202 and 203 bring touch screens to a lower price point than ever and come with a massive entertainment bundle.
[Asha 202/203 $81 (€60), Asha 302 $128 (€95) according to the press release]

Read the full story 

New-Capabilities

Super Services

Not satisfied with six new phones, there’s a whole raft of new and improved services. Nokia Drive for Windows Phone will now offer full, offline maps and turn-by-turn navigation. In addition, there’s Nokia Reading, the best e-book experience for Nokia Lumia. And Nokia Life bringing life skills, parenting, education, agriculture and entertainment services to Series 30 and 50 phones in India, China, Indonesia and Nigeria.

Read the full story

Click through for all the in-depth stories from today’s press conference. We’ll be bringing you even more detail, hands-on experiences and interviews with the brains behind these beauties over the course of the week.

Nokia 808 PureView

Remember that Nokia PureView tease from a few days ago? Well, suddenly it all makes sense. We are indeed looking at an imaging flagship phone and a true successor to the N8. It’s called the 808 PureView and it’s expected to reach Europe in the next quarter for a price of 450 Euros. Before we move on to its craziest feature — the camera, of course! — let’s run down the other key specs: The OS is Symbian Belle; the engine is a 1.3GHz single-core chip; the display is 4-inches corner to corner but its resolution is a Nokia-style 360 x 640 (nHD). There’s 512MB of RAM and 16GB of on-board storage that is thankfully expandable via microSD. A Pentaband modem increases the chances of getting a signal while globe-trotting, while data speeds will top out at plain HSPA 14.4Mbps. Now that Carl Zeiss-lensed camera: it handles continuous-focus 1080p, but is claimed to have an incredible sensor resolution of over 41-megapixels when shooting stills — or 34-megapixels for 16:9 images. It’s achieved by some clever sub-pixel interpolation jiggery-pokery that entails five pixels being merged into one to produce a final image with a max resolution of 8-megapixels, but we’ll dig deeper very soon. It’s expected to arrive in May at a price of €450 and if you’re curious, we’ve got a gallery of hands-on images and video for your viewing pleasure. Just follow the break for our first impressions. If you haven’t been sufficiently smacked in the face with the Nokia 808 PureView’s primary selling point, let’s settle the score right now: it’s a phone for camera enthusiasts. As niche devices often go, the sheer optical goodness will come with a few sacrifices. First and foremost, we’re a bit puzzled by Nokia’s choice of Symbian for the phone’s OS. That’s not to say that Belle isn’t a fine operating system, but it’s certainly a polarizing decision — not to mention perplexing, given the company’s ‘all-in’ approach to Windows Phone. Secondly, the 808 PureView is rather chunky, which is emphasized by the bulbous camera pod on the rear. In many ways, Nokia’s phone more closely rivals a point-and-shoot camera in size than a smartphone. That said, it’s still an infinitely pocketable handset, but there are certainly many other high-quality camera phones on the market that don’t demand such sacrifices. If you’re able to move beyond these two major caveats, the 808 PureView is likely a handset that many will come to adore — even if the fondness is learned over time. It features a lovely ClearBlack display, and while it’s decidedly low-res, it’s more than sufficient for Symbian Belle and its associated apps. Below the phone’s screen, users will find an extended rocker that provides access to the home screen, dialer and on / off switch. These physical buttons are combined with additional navigation options that are situated directly above on the touchscreen. The phone also features a headphone jack, micro-USB and micro-HDMI ports along the top — each recessed into a pod of their own — and the volume rocker, screen lock slider and dedicated camera button along the right-hand side. Via engadget

Nokia Lumia 610 and 900 [DC-HSPA variant]

Live from MWC 2012 Phonearena presents Nokia Lumia 610 demo. A heavily rumored handset, the Nokia Lumia 610 was finally announced today here at MWC 2012. As expected, the 610 is the first real budget-friendly Windows Phone, expected to retail for about $255 (EUR 189), which is pretty decent for a Windows Phone. For the full details, see our Nokia Lumia 610 Hands-on Review from MWC 2012 at: http://www.phonearena.com/news/Nokia-Lumia-610-Hands-on-Review_id27389

Nokia Asha 302, 202 and 203

PhoneArena live from MWC 2012: Nokia Asha 302 Hands-on Review. The Nokia Asha 302 is the full QWERTY business class addition to the extremely affordable Asha lineup based on Series 40. For the full details, see our Nokia Asha 302 hands-on from MWC 2012 at: http://www.phonearena.com/news/Nokia-Asha-302-Hands-on-Review_id27399

Super Services

E Ink strategic value proposition: displays on every smart surface

UpdatesReflective OutLook: Shades of Gray or Colorful? [Touch and Display-Enhancement Issue of Information Display, Sept 21, 2012]

E Ink and SiPix
Meanwhile, could color have anything do to do with E Ink’s recent announcement of its intention to acquire SiPix, whose microcup technology does show promise in that area? E Ink will certainly utilize SiPix’s color capabilities, says Sriram K. Peruvemba, Chief Marketing Officer for E Ink Holdings. Peruvemba characterizes that color as having “some of the same advantages as E Ink in that it is low power, sunlight readable, thin, light … .”
Beyond a doubt, one area of interest for E Ink is SiPix’s manufacturing capabilities. “SiPix’s factories, equipment, and infrastructure are relatively newer, which gives us greater flexibility and additional capacity as we seek new markets,” says Peruvemba. Among the markets that the potential acquisition will make more accessible, he says, are digital signage and smart cards.
When it comes to E Ink, it isn’t necessarily all about color, notes University of Cincinnati’s Jason Heikenfeld, who has served as a guest editor for Information Display (and is also a founder of e-Paper up-and-comer  Gamma Dynamics, mentioned later on). “We should maintain excitement about the continued expansion of monochrome e-Paper products,” he says. “A quiet revolution continues to take place there. Color-video e-Paper will also have its day, but today we should be impressed with E Ink’s continued product growth and diversification.”
Any way you look at it, with E Ink, whose share of the e-Reader market is more than 90%, poised to acquire AUO subsidiary SiPix, further consolidation in the e-Paper market seems inevitable. At press time, E Ink had reached an agreement to acquire 82.7% of SiPix’s shares and was seeking to acquire up to a 100% stake, valued at approximately NT$1.5 billion [US$ 51.2 million]. [See: Complementary ePaper technology adds to E Ink’s portfolio of offerings [E Ink Holdings press release, Aug 3, 2012]] As DisplaySearch analyst Paul Semenza wrote in a recent blog, titled And Then There Was One – E Ink to Acquire SiPix, “Combined with Bridgestone’s exit [earlier this year] from the electrophoretic display (EPD) business, this means that E Ink, the first company to mass produce EPDs, will be the sole manufacturer of the technology.”
Yet, the e-Paper story isn’t all black and white. In the future, look for news from Liquavista (which Samsung acquired in January 2011) and Gamma Dynamics (a spinoff from the University of Cincinnati). Both companies have video-capable displays (Liquivista’s is based on electrowetting and Gamma Dynamics’s on electrofluidics) that are reported to show more vibrant color than previously available.

Meanwhile innovation in “color inking” is continuing as evidenced by Vivid e-ink makes ditching books a colourful choice [NewScientist, Sept 5, 2012]

… Naoki Hiji of Fuji Xerox in Kaisei, Japan, and colleagues have built a prototype system that uses tiny fluid-filled cells containing cyan, magenta, yellow and white particles to produce almost any colour.
Black-and-white e-ink displays work by having negatively charged black particles and positively charged white particles suspended in fluid inside a cell. Apply a negative electrical field to the cell, and white particles move to the top and become visible; flip the current, and black shows up.
Hiji’s display uses the same principle, but each colour particle responds to a certain intensity of electrical field, while the white particles are uncharged (see diagram). …

No problem with reading on tablets over a long period of time [Eva Siegenthaler on IFeL bloggt, Sept 20, 2012]

Tablets are not suited for reading over an extended period of time”; this statement is widespread. For example Scott Liu, head of the American-Taiwanese company E Ink Holdings, states that reading over an extended period of time on a Liquid Crystal display leads to increased visual fatigue. “The iPad is a fascinating multifunctional device, but not intended for hour-long reading” (stern.de). In comparison, E-ink readers, with their paper similar displays, are looked at as an adequate replacement for a book.
But is it true that the tablet is an inadequate device for reading over an extended period of time? Critical statements against the tablet as a replacement for the book are widespread but there is a lack of scientific evidence for these assumptions. For that reason, a study answering this question was implemented at the Institute for Research in Open- Distance- and eLearning (IFeL).
In a laboratory study, the participants read for several hours on either E-ink (Sony PRS-600) or LCD-Tablet (Apple iPad), where different measures of reading behaviour and visual strain were regularly (after each hour) recorded. These dependent measures included subjective (visual) fatigue, a letter search task, reading speed, oculomotor behaviour, and pupillary light reflex.
The results of the study show that reading on both display types is good and very similar in terms of both subjective and objective measures. Participants did not have more visual fatigue when reading on a tablet than when reading on an E-ink device. We concluded from this study that it is not the technology itself, but rather the image quality that is crucial for reading. The study shows that compared to the visual display units of past decades, recent electronic displays allow good and comfortable reading, even for extended time periods.
A few critical remarks still need to be made though. This laboratory study was conducted under artificial light conditions. Therefore it is unclear if an experiment under daylight conditions would lead to the same results. Another interesting question is how the sleep quality is influenced by different display technologies.
But still, the result of the study is an important novelty in reading research, and is opposed to many statements from publishers and subjective user self tests, that have stated that tablets are not appropriate for reading over a long period of time.
More information on the study is available online: http://onlinelibrary.wiley.com/doi/10.1111/j.1475-1313.2012.00928.x/abstract
Publication:
Siegenthaler, E., Bochud, Y., Bergamin, P. and Wurtz, P. (2012), Reading on LCD vs e-Ink displays: effects on fatigue and visual strain. Ophthalmic and Physiological Optics, 32: 367–374. doi: 10.1111/j.1475-1313.2012.00928.x
Sources:
http://www.stern.de/digital/homeentertainment/e-book-lesegeraete-die-gretchenfrage-beim-elektronischen-lesen-1596371.html

Beyond the Kindle: what the future holds for E Ink [TechRadar, Sept 10, 2012]

IN DEPTH Ereaders for classrooms, smart locks and dual screen smartphones on the cards

The ereader market has been tripling in volume since 2007 but not this year,” explained Siram Peruvemba, E Ink’s chief marketing officer, to TechRadar.
“It is partly to do with tablets but the biggest reason is that the economy is off at the moment… we have also seen not as many product launches as last year and the year before.”
“We believe that E Ink will come to home appliances. We are thinking differently – we want E Ink on every surface.
“There are a lot of dumb surfaces around and by adding the E Ink technology we can transform them, by adding a display and making them smart.
“We are going to keep going in that direction, enhancing products. Whether it is animated shelf labels, USB keys… drills.”
“We create a lot of these concepts and some of them go nowhere, while some are picked up” – the company continues to create prototypes to show how versatile E Ink technology can be.
It also seems that sometimes an E Ink device created for one specific market may take on a wholly different guise when it is finally released in the wild.

E Ink, now available in lock form

“One concept that was picked up but not how we originally intended was our E Ink lock,” said Peruvemba.
“This was originally pitched as a bicycle lock, where it could tell you if your bike was locked properly or not. It’s very low powered, just an E Ink display with a hole in the middle. But it just didn’t get picked up; no one in the bicycle world wanted it.”
“And then a company called InVue decided to take it on and use it for cabinet displays, it’s virtually indestructible so no more broken keys – alleviating a problem that retailers have with their cabinets.”
White lightning
This move away from ereaders doesn’t mean that E Ink is not innovating in the market it continues to dominate.
The latest kindle to be launched, the Kindle Paperwhite, shows that E Ink can compete with tablets when it comes to display.
Using E Ink’s Pearl technology and LED lighting it means you can use your Kindle in the dark, but still offer a screen that’s easier on the eyes – something tablets just can’t do.

E Ink makes smartphones smarter

One final place where we could see an E Ink screen is on the back of a mobile phone. Again, it’s E ink’s mantra of making a ‘dumb’ space smart. According to Peruvemba an additional screen on a mobile could be exactly what consumers need.
“Most of these mobile phones have nothing going on on the back.
“We can add another display at low cost on the back of the device and offer things like clocks, stock information.”
Peruvemba also hinted: “There are vendors looking into this technology – it is very new but typically we should see this type of concept come within the year.”
Looks like the world is going to be E Ink stained for some time to come.

E Ink Booth Tour at SID 2012 [EInkSeeMore, the official YouTube channel of E Ink, June 20, 2012]

E Ink CMO Sri Peruvemba shows new products and concepts from E Ink and their partners, including traffic lights, crosswalks, kayak and bike computers, and various signage.

E Ink at IFA 2012 [Charbax YouTube channel, Aug 31, 2012]

Sriram Peruvemba of E Ink shows the latest demonstrations for the use of E Ink on devices and signage around the world. The backs of smartphones and tablets can be an E Ink screen.

E-Ink concept double-display smartphone hands-on [SlashGear, Aug 31, 2012]

… What could a twin-screen smartphone of this sort be used for? E Ink has a few ideas, though is leaving most of that to OEMs. An ereader app is the obvious choice, though you could also show a digital boarding pass for a plane (even if you had no battery life remaining on your phone to drive the regular screen), QR codes, or mapping directions. Alternatively, the panel could be used to show promotional information, such as vouchers for nearby stores, or even sponsored messages in return for free call, message and data credit. …

E INK ANNOUNCES 2011 FINANCIAL REPORT [E Ink Holdings press release, Feb 22, 2012] Company also launches new website, www.einkgroup.com to encompass all E Ink companies

… In 2011 consolidated sales revenues totaled NT$ 38.43 billion [US$1.3 billion], a growth of 53% as compared to 2010. Profit after-tax totaled NT $6.53 billion [US$220.85 million] and EPS totaled NT$6.05, a growth of 59 percent as compared to 2010. … Scott Liu, the chairman of E Ink, said, “… in 2012 we expect to strengthen our competitiveness and continue development of both flexible and color ePaper technologies. Additionally, we expect a customer to launch a high-resolution product with touch technology within this year.”

As to market development, Liu said, “in addition to the eReader market, we are also actively expanding into the education and business markets. …”

Today E Ink also announced the launch of a new global website, www.einkgroup.com, which provides product, technology and operational information for all of the companies under the E Ink umbrella.

Sriram Peruvemba, chief marketing officer of E Ink Holdings, said: “As our businesses expand and products become diversified, we are keenly aware of the importance of integrating our internal resources globally. This is why we decided to launch einkgroup.com as the portal of E Ink Holdings around the globe. This website provides information of product and technology of E Ink Holdings, in which browsers can easily find the information they need.”

Visitors to the site will find a consolidated location to browse the technology, product offerings and company backgrounds for the organizations under the E Ink Holdings umbrella. The site will host the Investor Relations portal for E Ink Holdings, as well as sales and marketing information. In addition to their inclusion in the new website, product line websites, such as www.eink.com and www.hydis.com will continue to host information particular to their technologies and job offerings.

Shares of E Ink under pressure amid market uncertainty [Focus Taiwan of the CNA, Feb 23, 2011]

“Despite record high earnings for 2011, E Ink’s gross margin has been squeezed by price cuts by the Kindle series of e-paper devices of Amazon, which is the largest customer of the Taiwanese firm,” Mirae Asset Management analyst Arch Shih said.

“With market uncertainty expected to continue to impact product prices, I am afraid that E Ink’s profit margin will keep falling in the first quarter of this year,” he said.

In the fourth quarter of last year, E Ink’s gross margin fell 6.8 percentage points to 28.6 percent, while it posted NT$1.28 billion in net profit, or NT$1.19 per share, down from NT$2.08 recorded in the third quarter.

… “Amazon has tried its best to stage a price war in a bid to grasp a larger market share, and at the same time, it has cut contract production fees to its suppliers like E Ink,” Shih said. “This development has imposed a pressing threat to E Ink’s operations.”

“Share prices tend to reflect forward-looking prospects, so it was no surprise to see investors dumping the stock,” he went on.

E Ink said it has become very cautious about its earnings outlook for 2012 and that it is possible its sales and profit will see the largest challenge of the year in the first quarter due to slow-season effects.

Shih said the global EPD market is suffering a failure to expand content to attract buyers and that the problem is unlikely to be resolved any time soon.

“I doubt E Ink will have a quick turnaround after the first quarter. Its share price is expected to continue to be pressured,” Shih said.

E Ink reports 33.26% earnings decline [Taipei Times, Feb 23, 2011]

… The decline in profit was because of the higher shipments of fringe field switching (FFS) LCD panels, which offer lower margins than the company’s flagship product — e-paper — E Ink chairman Scott Liu (劉思誠) said at an investors’ conference yesterday. …

Liu said this year would be a “challenging year full of uncertainties,” mainly because of the possible fallout from the unresolved eurozone debt crisis.

“Clients are conservative and said the market visibility is low,” he said, adding that E Ink would no longer provide shipment targets or projections in a response to clients’ requests.

E Ink posts EPS of over NT$6 in 2011 [DIGITIMES, Feb 23, 2012]


EIH plans to launch its next-generation color e-paper products in the fourth quarter of 2012, but the company currently does not have plans to ramp up its capacity for color EPD products, Liu said.

The company is also developing flexible e-paper products, using plastic substrates instead of glass substrates used previously, with new products to be released in the third or fourth quarter, Liu revealed.

Amazon 6″ color Kindle will not be arriving this year [übergizmo, Feb 21, 2012]

Just yesterday we reported that according to Digitimes, Amazon is supposedly working on a 6” Kindle e-reader that will be utilizing colored e-ink. This rumor supposedly came about based on reports that E Ink Holdings had landed an order from Amazon for 6” color e-reader modules, but Nate Hoffelder over at The Digital Reader, who’s had a pretty decent track record when it comes to these rumors, doesn’t seem to think so.

According to Nate who contacted his source at E Ink, this is completely untrue. His source told him that if Amazon were indeed planning a color e-reader, they would only be able to start shipping them in a year’s time, because that would be how long it would take Amazon to set up a new production line for this rumored device.

He also revealed that while E Ink has been making the Triton screens for years, it has mainly been the 9.7” model and not one in the 6” variety like the rumors had suggested and can be found in the Ectaco Jetbook Color. For now it looks like if you had hopes for a 6” color Amazon Kindle e-reader this year, you could be out of luck but we’ll be keeping our eyes open either way.

End of updates

EPD maker E Ink Holdings (EIH) reportedly has landed orders for 6-inch color e-book reader modules from Amazon with shipments to begin in March, according to a Chinese-language Economic Daily News (EDN) report.

Shipments of the touched-enabled e-book reader modules are expected to top three million units a month, the paper said.

EIH is to reveal its financial results for 2011 at an investors conference on February 22, said the paper, which added that EIH is expected to report an EPS of over NT$6 (US$0.2) for the year.

At: E Ink lands 6-inch color e-book reader module orders from Amazon, says paper [Feb 20, 2012]

So, E Ink’s business seems to expand quite well along the traditional e-book reader direction. But what is the more general business direction? In this post I am giving the answer.

Before that it is also worth to go through the previous posts: E Ink Holdings EPD prospects are good [April 30, 2011 – Jan 9, 2012], Barnes & Noble NOOK offensive [May 25, 2011], E Ink and Epson achieve world-leading ePaper resolution [May 23, 2011] and Hanvon – E-Ink strategic e-reader alliance for price/volume leadership supplementing Hanvon’s premium strategy mostly based on an alliance with Microsoft and Intel [Dec 21, 2010].

The marketing idea of E Ink as a technology for all kind of smart surfaces came up in 2008 at the E Ink Corporation when it was an organization independent of any EPD panel manufacturers:

“Fashion is a key driver in today’s world,” said Sriram Peruvemba, Vice President of Marketing, E Ink Corp.E Ink offers a smart surface that changes the design and brings mobile phones to the fashion forefront of technology.”

See: E INK ANNOUNCES MOBILE PHONE DESIGN WINS IN JAPAN [July 22, 2008]

When in 2010 it was acquired by the leading EPD panel manufacturer (then called Prime View International, immediately renamed as E Ink Holdings) that idea was picked up by the new owner as well and even extended into a kind of a general vision:

“The E Ink name is synonymous with the ePaper industry that we pioneered and in which we enjoy a leadership position,” said Dr. Scott Liu, Chairman and CEO of E Ink Holdings Incorporated. “We are now a globally recognized brand name and aim to have our displays on every smart surface.”

See: PRIME VIEW INTERNATIONAL (PVI) IS NOW E INK HOLDINGS INCORPORATED [June 18, 2010]

And now at CES 2012 we had a full manifestation of that marketing concept:

E Ink On Every Smart Surface [Charbax, Jan 15, 2012]

Exclusive 17-minute interview with E Ink’s CMO at CES, where they showed me a Triton color display for signage with color so saturated that it looked like an LCD except that it was thinner than OLED, sunlight readable, uses no backlights and uses very little power. I also saw the SURF display used in a hand drill which has not been filmed before. The 11.5″ 300DPI eDocument reader made in collaboration with Epson. The Triton color display based Ectaco eReader that had just won the CES innovation award, it is being deployed in Russian schools. New E Ink watches from Phosphor and Seiko. Finally, the Eton Ruckus music player with E Ink display that was launched this week was demonstrated, it is considered to be indestructible. E Ink has shipped over 25 million E Ink screens for e-readers alone in 2011, that’s up from 10 million screens in 2010 and 4 million screens in 2009. Now E Ink is also working to expand into new markets, signage, appliances, everywhere. The idea is that more and more devices and surfaces may get an E Ink screen on them that thus by being bi-stable can show the informations for a long time without using any battery. While many electronic paper technology companies show samples, E Ink is actually in mass production with monochrome, color and segmented displays and they claim that no technology in the world comes close to the reading experience on E Ink’s displays and these displays are easy on the eyes since they don’t have a shiny background or light emitting backlight.

The above note produced by the author of video, Nicolas Charbonnier, aka Charbax, is not meant to elaborate all the talk by the Chief Marketing Officer of E Ink Holdings Sriram Peruvemba (or Sri Peruvemba). Since this post is about the strategic value proposition of E Ink I had to compose a note of my own which also corresponds to the order of presentation by Sri Peruvemba on the Charbax video:

  1. Amazon Kindle lineup, most used in the area of leasure reading.
  2. The 11.5″ 300DPI eDocument reader made in collaboration with Epson, going beyond publishing into what they are calling e-document space. Their plan is to replace electronic forms that are used by different folks with their laptops replacing printed paper, pads of paper and that sort of the things. These devices will have WiFi support, pen input and ability to edit. Some applications you may imagine are in inventory logistics, in the doctor’s office, and attorneys and other office people carrying this. They can put a number of images on them which would be very suitable for this 300DPI display, e.g. circuits, graphs, charts, maps and that sort of things. This has almost twice the resolution of the most of the other displays they are shipping which have a 167 to 200DPI resolution.
  3. With E-Ink technology they are at the point where it is better than reading on printed paper [for B/W]. Now they have pen input available on their devices thus replacing both printed paper and pen with their products. The idea here is to allow people to highlight, annotate, write notes and use it to fill-out forms. The E-Ink display would come into play during this (not the processor is the “limiting factor”) in the B/W case the native speed can be used which is 250 msec response time for the E-Ink display.
  4. Color E-Ink display based on the Triton display material. ECTACO JetBook Color, an actually shipping device is shown. It is being deployed in Russian schools as replacement for textbooks. They are still in early stages of deployment with this device but see a lot of promise in the education sector. They expect the education to be one of the largest markets for E-Ink, both the monochrome and color Trident display. A devices like this ECTACO JetBook Color is not simply replacement for textbooks but in fact it is a library. You can put a thousand books or more on any one of these devices and replacing the library. Literally every student has a library of his/her own. It also increases the interaction between the student and the teacher. Tests are created and assessed almost instantenously. Another point is that the color feature in the EPD display allows to convey more information and so students have much better learning tool than they had with printed books. Also books will never be out of the stock, there will be no late fees with the library and the content is available 24×7 etc. As far as the price of the color display is concerned the color is still based on the monochrome display, they put a color filter on top. So the color filter is an additional cost but most of the additional costs on the device itself would probably be the cost of the software (from E-Ink Holdings’ customer engineering the device) that makes the additional features of a colored device possible compared to the monochrome.
  5. Triton color display for signage (like the large billboards put on the streets) with color so saturated that it looked like an LCD except that it was thinner than OLED, sunlight readable, uses no backlights and uses very little power. This is all the result of a significant increase of the pixel size when significantly more light is coming to each pixel. They are looking at applications at signage space where you are looking at a device not from 6″ away but to a device that is 6 feets or 60 feets awaywhere the larger pixels are perfect for that.
  6. Brief showing of the SURF display (used in a hand drill shown later) just to demonstrate the display materialfor that case.
  7. The actual E-Ink display material is extremely thin and flexible like a sheet of transparency foil. This is the direction they are going to make display without glass and conform to non-flat surfaces, getting into non-publishing applicationslike signage.
  8. A concept power drill with the SURF display put on the surface as a case of showing the usefullness of an EPD display for a battery powered device when otherwise you would have no idea about whether there is enough battery power left or not. This could be quite an annoyance when you climb up a ladder and in the process you discover that the battery power to work with the drill drained down too soon. They can cut the display material in a needed shape so the display can be non-rectangular. E.g. a wrist watch is shown where the display material is round shaped. E-Ink is very unique in this respectamong the display technologies.
  9. Eton Ruckus music player with E Ink display that was launched that week was demonstrated, it is meant for outdoor applications and considered to be virtually indestructible. It combines the solar technology with the E-Ink display, and essentially all of the solar power is used to listen to music rather than showing information. Considered to be a perfect combination for applications like that and they foresee many more deployments like that in the future.
  10. A couple of wristwatches. With a segmented SURF display which is curved and in a unique shape (a Phosphor device). Then a matrix display in a Seiko watch where you can have images changedon the display.
  11. For segmented display they can go for very low volumes because that kind of display doesn’t involve fabricating the backplane in a fab. But on the other hand the matrix displays (for which much larger order volumes are required) can be made in very large sizes since they are making their display material in rolls, seven feet wide and going a kilometer long. So a lot of new applications will come up, in areas where display technology hasn’t been used before. Then their unique selling point is the ruggedness of the E-Ink display material as well.

After that it is worth to watch the following, very recent branding/directional videos from E Ink Holdings:

    • Imagine… a classroom with no paper… Build an eLearning environment
    • Imagine… a schoolbag with no book… Build an eLearning environment
    • Imagine… A ubiquitous home… Build an eLearning environment
  • E Ink – The First Law of More – Innovation:
    E Ink – More 的第一法則 [EInkSeeMore YouTube channel, Feb 17, 2012]
    • states: the more you See, the more you Do
    • … Evolution is a collaborative process …
    • We’ve teamed up with some of the best names in the electronics business like: Epson, Freescale, Marvell Semiconductor and Texas Instruments to create an electronics ecosystem that will nurture the E Ink innovations of the future.
    • We’ve joined forces with some of the most iconic brands in the world including Sony, Amazon, Barnes&Noble, Samsung, Lexar and Motorola to bring an exiting new generation of consumer products to life.
    • We believe more innovation brings more good into the world. As an 840 million dollar [US] company we intend to do everything we can to make a big difference.
  • The Second Law of More – Growth:
    E Ink – More 的第二法則 [EInkSeeMore YouTube channel, Feb 17, 2012]
    • states: the more you Do, the more you Grow
    • 100,000 displays in 2006 … over 10 million in 2010 …
    • today almost every e-book device on the market uses E Ink enabled reflective displays
    • Tomorrow we expect to lead the way in e-textbooks, providing a libray in every student’s backpack. And a few years down the road we see ourselves in signage of all shapes and sizes.
    • The next generation of E Ink applications is being developed as we speak: the paperless office, electronic toll passes, sporting goods, musical score sheets, personal medical devices, and more.
    • Look at the future from our vantage point. You’ll see why we are excited.
  • The Third Law of More – Green:
    E Ink – More 的第二法則 [EInkSeeMore YouTube channel, Feb 17, 2012]
    • states: the more you Grow, the more you Care
    • Care = Save In more ways than you can imagine
    • E-Ink display use 97% less energy than the LCD versions
    • Under normal conditions an E Ink enabled e-reader runs three weeks on a single charge. That is supposed to be a day and a half on an LCD display.
    • A recent study from the University of California Berkely shows that an E Ink enabled electronic newspaper releases 32 – 140x less CO2than its paper counterpart. What’s more, e-book saved trees by drastically reducing the consumption of paper.
    • This year sales of e-books are predicted to top 1 billion [US] dollars, more than 10x increase over last year. …

Also important to see E Ink’s video about:
How E Ink Works [EInkSeeMore YouTube channel, Oct 17, 2011]

Ever wonder how your eReader screen works? The ePaper display is made with E Ink, which is basically black and white particles inside small microcapsules. Watch to learn how E Ink technology works!

As well as another video about:
E Ink Color Triton technology [EInkSeeMore YouTube channel, Sept 23, 2011]

Watch to learn about E Ink Triton, the only commercially available color electronic paper display, and see how E Ink technology works!

Finally there are two important electronic paper product demos:
E Ink Electronic Paper Display Products [EInkSeeMore YouTube channel, Nov 7, 2011]

E Ink CMO Sri Peruvemba explains E Ink products – electronic paper displays. The displays are both monochrome (Pearl) and color (Triton), up to 300dpi high resolution, and in several sizes.

E Ink Products/Concepts Tour at FPD [EInkSeeMore YouTube channel, Nov 7, 2011]

E Ink Director of Product Management Giovanni Mancini takes us on a tour at the 2011 FPD show in Yokohama, Japan. He shows us the new all plastic eReader, E Ink and LED road sign, Epson music stand with foot pedals that turn the page, and Toppan E Ink tags that update without batteries!

Then comes:
Ectaco jetBook Color on Fox News [ECTACO YouTube channel, Jan 24, 2012]

An edited clip showing the jetBook Color on Fox News at the 2012 CES in Las Vegas. The jetBook Color was the CES 2012 Innovations Award winner.

ECTACO jetBook Color introduced in Russian Schools – цветная эл.книга [ECTACO YouTube channel, Dec 2, 2011]

PLEASE TURN ON CC [Red] FOR ENGLISH CAPTIONS Introduction of Ectaco’s groundbreaking new jetBook Color in in Public School #239, Saint Petersburg, Russia. Презентация первой в мире электронной книги ECTACO jetBook COLOR в рамках проекта “О переходе на электронное образование” в школе №239, города Санк-Петербурга, Россия. Учитель и ученики делятся своими впечатлениями от полученного опыта.

William (Bill) Wong, staff technology editor from Electronic Design – focusing on embedded, software, and systems otherwise – who is an ardent follower of E Ink’s progress. For more E Ink related information you can watch his two Engineering TV Videos and a few Electronic Design excerpts given below:

Behind the Scenes at CES 2012 – Display Technology [William Wong, Electronic Design, Jan 25, 2012]

Eink’s electronic paper display (EPD) is popular with e-readers and it has been used on other devices such as Lexar’s JumpDrive flash that shows the amount of space used on the drive. The display uses no power when not plugged in and draws only a tiny amount when updating the display. Eink was showing off color demos and EPD prototype applications. It is a technology worth investigating for embedded applications.

Cortex-A9 Incorporates Electronic Paper Display Controller [William Wong, Electronic Design, Jan 18, 2012]

E-readers with electronic paper displays (EPDs) provide an excellent reading experience. But most of these e-readers have been underpowered compared to smart phones and tablets. E-reader manufacturers try to keep costs low, which is why processor performance has been lower.

Freescale’s i.MX 6SoloLite and i.MX 6DualLite target these low-cost products with one or two 1-GHz ARM Cortex-A9 cores. Developers will have to decide whether the i.MX 6SoloLite’s 2D graphics are sufficient or if they require the 3D graphics support of the i.MX 6DualLite. Likewise, the 6SoloLite has a 32-bit DDR3 controller, while the 6DualLite has a 64-bit DDR3 controller for a higher-performance platform. Both support LP-DDR2 memory along with a range of flash memory.

The i.MX 6DualLite has a single shader, compared to the four 3D shaders found in the higher-end i.MX 6Dual and i.MX6Quad chips. The family also addresses LCD screens, so these chips may find their way into low-end tablets and embedded display devices. The i.MX 6DualLite has HDMI, low-voltage differential signaling (LVDS), and MIPI display support along with a MIPI camera interface as well. And, this chip tops the Solo with a Gigabit Ethernet port and a PCI Express x1 link.

The i.MX 6DualLite is pin-compatible with other i.MX 6 chips like the 1-GHz i.MX 6Solo, 1.2-GHz i.MX 6Dual, and 1.2-GHz i.MX6Quad. All are software compatible. Software support includes Google Android 4.0, Windows Embedded CE, QNX, Ubuntu, Linux, Linaro, and Skype.

China-based second-tier and white-boxed handset makers targeting the emerging markets

Update: China-based white-box vendors expected to ship 200 million smartphones [DIGITIMES, April 17, 2012]

China-based white-box vendors, mainly due to the availability of inexpensive new chip solutions, have been increasing the production of smartphones, with the total shipment volume expected to reach 200 million units in 2012, according to industry sources in Taiwan.

Taiwan-based MediaTek is offering the makers its MT6575 a chip solution for use in entry-level smartphones in the first quarter of 2012 and will offer the MT6577, a solution for high-level smartphones, in the middle of the third quarter of 2012, the sources indicated. MediaTek will ship 50-70 million chips to China-based white-box vendors to account for nearly 30% of smartphones to be shipped by these vendors in 2012.

In addition, Qualcomm has strengthened its marketing in the China market by offering turn-key solutions to white-box vendors, with prices for a chips lowered to US$6, the sources cited eMedia Asia as indicating.

China-based white-box vendors sell more than 60% of their smartphone output to overseas markets, including 2.5G models for markets where deployment of 3G networks is not mature yet, the sources indicated. White-box vendors are expected to see larger market demand if their production costs for entry-, medium- and high-level smartphones drop to US$60, US$85 and US$130 respectively, the sources pointed out.

China handset makers shifting to smartphones, pushing sales to emerging markets, say sources [Feb 13, 2012]

Demand for 2G feature phones in the China market is expected to subside in the next three years, pushing China-based handset makers to focus on the production of entry-level to mid-range smartphones and also to promote overseas sales, according to industry sources.

Sales of handsets in China grew by 10-15% on year to 260-280 million units in 2011, of which smartphones accounted for 70 million units.

However, total handset sales in the market are expected to drop to 240-250 million units in 2012, of which smartphone models will top 100-120 million units, increasing 43-70% from the previous year, said the sources, adding that handset sales are likely to remain flat in 2013-2014.

With a shrinking share in the 2G segment in the home market, China-based second-tier and white-boxed handset makers are strengthening their ties with retail chain operators or branded vendors in emerging markets, the sources noted.

China-based maker G’Five currently takes up the third-rank title in the India handset market with 7.5% share, trailing after Nokia’s 37.2% and Samsung’s 14.9%, according to data compiled by ABI.

Other brands in India, including Micromax, Spice, Karbonn, Maxx Mobile, Lava and Zen Mobile, have also maintained close ties with China-based handset makers, the sources added.

Earlier information on Micromax, Maxx, Lava and Videocon

(From: The precursor of 2012 smartphone war: Nokia Lumia vs. Samsung Omnia W in India[Jan 3, 2012])

India Handset Shipments, Vendor Market Share, Strategies and Key Trends Q3’2011 [Research and Markets report release announcement, Jan 4, 2012]

This report provides an in-depth assessment of handset shipments, vendor market share, strategies and key trends in Q3’2011 for the mobile handsets industry in India. Mobile handset shipments in India have been increasing and they were highest in 2010 with 146.93 million units. The shipments in 2011 are expected to reach all time high as the shipment for 3 quarters in 2011 is 125.32 million units. By the end of Q4’2011, a yearly figure of 162 million units is expected.

India has been one of the major players in the Asia Pacific handset shipments and since 2009 India has been able to capture more than 20% of the overall Asia Pacific shipments, with a market share of over There has been quarter on quarter growth in the handset shipments in India barring a few exceptions in two quarters.

Local manufacturing has been very beneficial for mobile handset makers in India and many Indian players are manufacturing the product locally. All the other players, who do not have the local manufacturing, are planning to start the manufacturing to get away with the problems of currency exchange rates and supply side spikes.

Nokia has been the top player in the Indian mobile handset market and it has achieved a market share of 29.44% in 2011 for all the three quarters. Nokia has been losing its share to new entrants and local players in the Indian market. Samsung is coming strongly and it is in the second place with 14.34% market share. The share of Samsung is up by 14.63% from 2010. Though all the players are trying to gain market share but still Nokia is way above all of them and it will take a long time before anyone else can take the lead position. Local players Micromax, Maxx, Lava and Videocon are gaining market share and most of them have launched low cost phones with features such as dual-SIM, long battery life etc. Local players also have the advantage of local manufacturing.

Earlier information on G’Five

(From: Be aware of ZTE et al. and white-box (Shanzhai) vendors: Wake up call now for Nokia, soon for Microsoft, Intel, RIM and even Apple![Feb 21, 2011])

So ZTE and Huawei are not alone. Here is another example, G’Fiveso far known only in India but expanding rapidly both in India and into the other parts of the world:

India Mobile Handset shipments grow 6.7%, to 101 million units in 12 Months ending June 2009 [IDC India, Oct 9, 2009]

Market intelligence firm, IDC’s India Quarterly Mobile Handsets Tracker, 2Q 2009, September 2009 release issued today states that in terms of units shipped Nokia had the largest share of 56.8%, followed by Samsung with a 7.7% share while LG stood third with a 5.4% share in the 12-month period ended June 2009.

New Vendors Make a Mark
A number of new vendors entered the India mobile handsets market in the last 12 to 18 months to carve a niche for themselves by offering feature-rich (dual SIM card, full QWERTY keyboard) and application-rich (IM enabled) mobile handsets at attractive price points. They also introduced entry-level models for the ‘price sensitive’ Indian consumer.

IDC’s India quarterly mobile handsets tracker 2Q 2010 [Sept 28, 2010] (some emphasis is mine):

According to Mr. Anirban Banerjee, Associate Vice President-Research, IDC India,“In the recent quarters several new players successfully launched their own devices at significantly lower Average Selling Values (ASVs) in the price sensitive India market. Such handsets found ready acceptance amongst first time buyers, especially from small towns and villages.”

This influx of new brands led to a spurt in overall market and saw ‘emerging vendors’ corner as much as 33.2% of total India mobile handset shipments in 2Q 2010. The Finnish handset maker Nokia retained its No.1 spot with a market share of 36.3% in terms of units shipped. The Korean electronic giant Samsung retained the No. 2 position, while Chinese brand G’Five emerged as the No. 3 player.

According to IDC’s India Quarterly Mobile Handsets Tracker, 2Q 2010, September 2010 release, the number of emerging vendors in India’s burgeoning mobile handsets market grew to 35 in 2Q 2010 and they together garnered 33.2% of total shipments for the first time during the April-June 2010 quarter. This represented a manifold increase from five (5) new vendors representing a 0.9% combined share of units shipped in the January-March 2008 quarter.

During the last 6 months (January-June 2010) the top five mobile handset vendors in India were Nokia, Samsung, G’Five, Micromax and Spice.

July-September 2010 mobile phone shipments (sales) log 3.6% quarter-on-quarter growth to
cross 40 million units: ‘Emerging Vendors’ capture 41.2% combined share [IDC India, Dec 29, 2010] (emphasis is mine):

… the Finnish handset maker Nokia had the largest share of 31.5%* in terms of units shipped during 3Q 2010.
The Chinese brand G’Five emerged as No. 2 player in terms of unit shipments market share and Korean handset manufacturer Samsung stood at No. 3 in 3Q 2010.

The India mobile handsets market continued to grow in 3Q 2010 as well to record a quarter-on-quarter (3Q 2010 over 2Q 2010) growth of 3.6%* to touch 40.08 million units in the quarter, according to IDC India. The year is expected to end with total mobile handset sales of 155.9 million units.

The number of emerging vendors in India’s burgeoning mobile handsets market grew to 68 and they together garnered 41.2%* of total shipments (sales) for the first time during the July-Sep 2010 quarter.

Smartphone prices continued to drop through the year and as competition increased, devices were made available by vendors at successively lower price points. So, while 80%* of total India smartphone sales were below the ASV (Average Sales Value) of Rs. 18,000 in 2Q 2010, this proportion increased to 90%* in 3Q 2010.

Top G’Five mobile phones in India [Jan 13, 2011] (emphasis is mine)

Which are the top two cell phone brands today in India in terms of shipment volumes? Nokia and Samsung, many of us would like to think, right? Or maybe Sony…or LG…or Micromax which has been advertising quite a bit.

Not quite, folks. A recent report from leading market intelligence firm IDC India reaffirms the Finnish telecom giant’s status as the leading cell-phone player in the country, with Nokia accounting for 31.5% of the domestic cell-phone market during the July-September period last year. But, surprisingly, a little known Chinese brand called G’Five has made it to the second spot by capturing a 10.6% market share–with Samsung coming in third at 8.2%!

Sounds shocking, right? How can a Chinese player, without any big-ticket advertising campaign or any celebrity as its brand ambassador, manage to create such a big impact in the cut-throat Indian cell phone industry–without any fanfare? Well, the answer lies in G’Five’s strategy of rolling out a bevy of feature-rich phones at competitive prices (in the Rs.1,400-Rs.7,000 range), targeted exclusively at urban first-time buyers and those in semi-urban and rural areas looking to upgrade from basic phones.

So if you are looking to buy a G’Five mobile phone, here is a list of eight affordable (costing not more than Rs.5,000) models from around 26 G’Five phones currently available in India (in the order of ascending prices)– with each of them having their own USPs.

G’Five D10 Price: Rs.1,820 [US$40.4] … G’Five X5 Price: Rs.1,899 [US$42.1] … G’Five N92 Price: Rs.2,249 [US$49.9] … G’Five i310 Price: Rs. 2,400 [US$53.2] … G’Five M33 Price: Rs.2,499 [US$55.4] … G’Five L600 Price: Rs 2,700 [US$59.9] … G’Five X33+ Price: Rs.3,786 [US$83.9] … G’Five V60 Price: Rs. 4,490 [US$99.6] …

And these phones are not crap as you can even see from their pictures (for features info it is worth to go into the article).

G'Five D10 - i310 - V60

Note that to target the upper part of this range Social networking is Nokia’s latest mobile strategy [Feb 17, 2010] (which the above phones do not have):

The company’s latest launch on Nokia X2-01 mobile, at Rs 4,459 [US$99.2] is one such product. “QWERTY is one of the fastest growing mobile phone category in the world due to the rise in messaging and social networking. The Nokia X2-01 makes it easy to set up chat and email direct from the mobile phone,” said Nokia India General Manager-South T S Sridhar. “This means superfast access to your favourite Ovi Mail, Ovi Chat or other popular accounts.”

As young users want to stay connected with friends on the move, instant messaging is rapidly on the rise. With messaging devices like Nokia X2- 01, we are empowering the youth, he said. The handset also provides live updates from social networks such as Facebook, Orkut and Twitter directly from home screen. The Nokia X2-01 is Series 40 2G phone with VGA camera and FM radio. It has one click access the music player and has 3.5mm AV connector ideal for headphones or speakers. It also has Bluetooth and can support up to an 8GB micro SD memory card and has a standby battery time of up to 20 days, he claimed. For affordable access to internet, Nokia has also tied up with country’s largest mobile service provider Airtel which allows 100 mb of free data download per month for 12 months to its subscribers on this phone. Under this scheme one can access Face Book, and OVI Chat and Ovi Mail free of charges.

Gfive Mobile Phones (by Devika Rajpali)

The company of GFive is from China. The investors of the company are a syndicate named Zerone group that of the most esteemed OEM factories that boost of producing around 100 million mobile phones. The GFive mobile phones are the hottest running brand in indisputable imei china mobiles. The company has now established itself completely in the field of tech support, repairing and software installation. You will find the GFive mobile phone to be very stylish with large number of mobile phones to offer to its consumers. The company claims to have experience, confidence and data along with the in-depth insight of their Chinese mobile phones.

The KingTech Telecom (Shenzhen) Co Ltd. is behind the brand with KingTech Telecom (HK) Limited behind the export activities. As far as India is concerned the arrangement will be developed into a stronger local representation as Victor Infotech ties up with King Tech Telecom [Nov 11, 2010] (emphasis is mine):

Victor Infotech Ltd has tied up with King Tech Telecom Ltd (a Hong Kong-based telecom company) to form a joint venture company — Asian Telecom Ltd. The majority stake of 51% in the new company will be held by King Tech Telecom Ltd and the balance 49% equity will be held by Victor Infotech Ltd.

Asian Telecom Ltd., the new joint venture company, will come into being with immediate effect to launch the G’Five brand of mobile phones in the Indian market. The company plans to take the G’Five brand of mobiles to new heights in India and achieve 20% of the market share in the next two years.

As part of the collaboration, Kingtech Telecom shall manufacture the mobile phones and Victor Infotech will be responsible for distribution and marketing of the phone in India. Initially Kingtech Telecom will manufacture the Indian specific mobile phones in Hong Kong [rather in Shenzen] and gradually the same shall be manufactured in India.

The Indian mobile phone market is growing very fast. The company expects the sales of the mobile phones to grow 5 times in the next two years and plans to take advantage of this growth to gain the maximum market share. To achieve this, the company shall introduce many variations in its mobile phones, which shall be specific to the needs of the Indian consumer.

Meanwhile for other parts of the world a new sales and marketing operation has been set up: GLX mobile – G’FIVE Mobile’s Brother Company [Dec 14, 2010] (emphasis is mine)

A new member of Zerone Group called GLX mobile has been founded. With its full name as GLX International Limited, GLX mobile is dedicated in global distribution of GLX mobile phone.

Since G’FIVE is a member of Zerone Group, G’FIVE and GLX are brother companies. The new-founded GLX focuses on international markets, especially emerging markets. GLX mobile covers the whole range of mobile phone user market, from low-end to high-end with stylish and unique handsets.

GLX is aiming to create golden life for worldwide consumers with all ranges of mobile phones.

And the GLX company’s website indicates that it has taken over (almost all) the rest of the existing G’Five business network:

GLX Mobile initial business network

Qualcomm added a superior to its mirasol, but also MEMS display technology for its upcoming US$1B fab–UPDATE: Plans on Hold–UPDATE2: Sharp is involved

Suggested preliminary reading: Qualcomm mirasol display technology delivered [Nov 22, 2011]

Updates: Capital Alliance with Qualcomm, Inc. and Display Technology Development Agreement with its Subsidiary Pixtronix, Inc. [Sharp press release, Dec 4, 2012]

Sharp Corporation (hereafter “Sharp”) today announced that the Company has reached an agreement with Pixtronix Inc. (hereafter Pixtronix), asubsidiary of Qualcomm Incorporated (hereafter “Qualcomm”, NASDAQ: QCOM), concerning the development of Pixtronix’s MEMS*1 displays. In addition, Sharp signed the capital alliance agreement and will issue new shares by a third party allotment (hereafter “This Third Party Allotment”) with Qualcomm Incorporated, a world leader in 3G, 4G and next-generation wireless technologies, as the allottee.

MEMS display to be developed jointly by the two companies is a display using ultrafine process technology and existing display manufacturing infrastructure with features including high color reproducibility and low-power consumption. The development for commercialization of MEMS display will be achieved by integrating Sharp’s core display technology, IGZO*2 and MEMS display technology of Pixtronix.

In addition, Sharp is planning to accept up to 9.9 billion yen*3 from Qualcomm in equity investment to pursue this joint development. This capital will be used for the development of MEMS display and necessary capital investments related thereto targeting for the achievement of the technology for commercialization.

With this agreement, the two companies will consider the possibility of further collaboration of chipsets by Qualcomm Technologies, Inc., a wholly-owned subsidiary of Qualcomm Incorporated and IGZO-based display technology for lower power consumption and higher performance of mobile terminals.

With this agreement, Sharp will accelerate its strategy for growth in small- to medium- sized LCD business with IGZO-based display technology as its core, and expand its revenue and corporate value.

*1  MEMS: Micro Electro Mechanical Systems

*2  IGZO: IGZO (InGaZnO) is an oxide comprising indium (In), gallium (Ga), and zinc (Zn). A thin-film transistor using this material has been developed by Sharp in collaboration with Semiconductor Energy Laboratory Co., Ltd. (a company based in Kanagawa, Japan, and led by President Shunpei Yamazaki)

*3  Equivalent to 120 million U.S. dollars calculated by exchange rate of December 3, 2012

Summary of the joint development and capital alliance

1. Development for the Commercialization of Next Generation Display

  • The next generation display will be jointly developed integrating Sharp’s IGZO-based display technology and Pixtronix’s MEMS display technology. The joint development will establish facilities in the LCD panel plant in Sharp Yonago Corporation (location: Yonago city, Tottori prefecture, Japan) for development of the technology for commercialization.
  • The development for next generation displays and necessary investment will begin immediately. At the point when the development of the technology for commercialization is confirmed to be feasible, we will move to the next stage by implementation of equipment targeting to achieve mass production technology.

2. This Third Party Allotment
Sharp will issue new shares by third party allotment with Qualcomm as the allottee by each stage of joint development of the technology for commercialization. The second stage is contingent upon achieving certain milestones.

<Notice Regarding the Execution of Capital/Business Alliance Agreement with Qualcomm (US Company) for the Joint Development of Next Generation MEMS Display and the Issue of New Shares by Third Party Allotment (PDF:83KB)>
http://sharp-world.com/corporate/ir/topics/pdf/121204.pdf

(Related post: Sharp-er Hon Hai / Foxconn [March 31, 2012])

Q&A: Qualcomm’s Display Ambitions [The Wall Street Journal, 10, Dec, 2012]

The Wall Street Journal spoke with Qualcomm’s Chief Marketing Officer Anand Chandrasekher and John Stefanac, president of Qualcomm’s Southeast Asia and Pacific operations, to get an update on the company’s efforts in expanding into the display business. The following interview has been edited.

WSJ: Tell us the rationale behind investing in Sharp. How can this investment help Qualcomm make further inroads into displays?

Mr. Chandrasekher: Our unit, Pixtronix Inc., has had a joint relationship with Sharp from a development standpoint and we are just intensifying this further. Sharp has had a history of great display technologies and they still have a great portfolio. This agreement is a deepening of that relationship.  In the process, we are taking an equity investment of up to $120 million broken up into two tranches of roughly equal sizes. The first tranche will happen by the end of this year and the second tranche will probably close in the second quarter of next year.

WSJ: Qualcomm announced in 2010 that it was investing in Mirasol displays by setting up a manufacturing plant in Taiwan. Are you producing these displays at the factory now?

Mr. Chandrasekher: We still have the fab in Taiwan and we are still investing in Mirasol. But it’s fair to say that we have reduced the rate at which we invest in Mirasol. Some of these technologies, if you don’t manufacture in reasonable scale, you don’t learn and you can’t prove it. So the plant is still being used in that regard. Whether it goes further, we’re not ready to talk about that. We are talking about using Mirasol as more of a licensing enabler, if you will.

WSJ:  How would Mirasol be different from the MEMS (micro-electro-mechanical systems) displays using Sharp’s IGZO (indium gallium zinc oxide) technology?

Mr. Chandrasekher: They are both MEMS-based technology. Mirasol has different characteristics and they are complementary. But they would have other applications and how they would get used in products. The Taiwan plant is being used as a pilot facility to help us to prove out the Mirasol technology. Under the partnership, we would assume Sharp will make the displays.

WSJ: Would you consider discontinuing Mirasol production?

Mr. Stefanac: We certainly aren’t stopping our investment in Mirasol. We will continue the intellectual property that we will license to others.

Reflective OutLook: Shades of Gray or Colorful? [Touch and Display-Enhancement Issue of Information Display, Sept 21, 2012]

The summer of 2012 was an eventful one for the reflective, low-power industry. Two major players made announcements that may be difficult to interpret right now, but certainly indicate changes ahead. In July, Qualcomm, maker of the mirasol low-power MEMS (micro-electro-mechanical systems) reflective technology, announced that it would begin licensing that technology. And in August, E Ink Holdings, which makes the E Ink on which the majority of e-Readers are built, announced that it planned to acquire Sipix Technology, Inc., a developer of microcup technology-based electrophoretic displays.
For some time, mirasol has been considered a possible contender to E Ink’s ubiquitous electrophoretic technology. One of the main reasons that Qualcomm’s announcement came as a surprise was that the chipset maker has been vigorously researching, developing, and promoting mirasol for several years, and is currently building a mirasol display factory in Taiwan. A quick survey of technology bloggers shows the general consensus is that Qualcomm may be going in a different direction with mirasol, which began appearing in e-Readers in 2011. Mirasol can show color and video, but somewhat like color EPD to date, the color is not bright and crisp, but muted.
So what’s going on with mirasol? According to an article by The Verge’s Adi Robinson, who notes that Qualcomm CEO Paul Jacobs spoke of licensing next-gen mirasol display technology and directly commercializing certain mirasol products: “This doesn’t necessarily mean the mirasol line will be discontinued, but it’s clearly being scaled back, and it’s possible that this is effectively the end for Qualcomm’s own production.” At press time, Qualcomm representatives said they were not commenting on the announcement or plans for the factory in Taiwan.

QUALCOMM Incorporated Management Discusses Q3 2012 Results – Earnings Call Transcript [Seeking Alpha, July 18, 2012]

Paul E. Jacobs – Chairman and Chief Executive Officer:
With respect to QMT, we’re now focusing on licensing our next-generation mirasol display technology and will directly commercialize only certain mirasol products. We believe that this strategy will better align our updated roadmap with the addressable opportunities.

Question-and-Answer Session

I just wanted to say also we’re obviously investing a lot in QMT. We’re looking at the opportunities to — on that business model to reduce some of the expenses that we have there. And so that could have a pretty significant impact as well [on OpEx].

Updated: Qualcomm: No Launch Date in Sight For New 4.3″ Screen (video), Factory Delayed Until 2013 [The Digital Reader, June 6, 2012]

Do you know that new factory which Qualcomm is building in Taiwan, the one which was going to produce Mirasol screens and was supposed to be up and running by now? Yeah, that one. I was told yesterday by Bruce Lidl [PR manager of QMT] that the factory is not due to start operation until sometime in 2013, and that means we won’t see consumer products using screens made there until late in 2013 at best.

Right now Qualcomm is making the Mirasol screens on a smaller production line, and from what I’ve heard it doesn’t have the capacity to make enough screens for a major partner. The last info I got from my source at Pocketbook, Qualcomm’s still unconfirmed European partner, was that Pocketbook’s Mirasol based device was on hold because they couldn’t get enough screens.

Kyobo Mirasol eReader Now on Clearance – 71% Off [The Digital Reader, July 6, 2012]

Kyobo Book Centre, South Korea’s leading bookseller, has recently put their Mirasol eReader on sale at a drastic discount. I’m still waiting for confirmation from Kyobo or Qualcomm, but it looks to me like this ereader is on the way out. That’s great; neither the software nor the screen techwere worth the original retail, which was more than $300 USD.

The price posted above is 99,000 won, or about $87 USD. That’s a considerable discount off the original 350,000 won, and it leaves little doubt that this ereader is headed for the scrapheap.

End of updates

Qualcomm buys MEMS display startup, reportedly for $175M [EE Times, Jan 25, 2012]

Communications technology company Qualcomm Inc. has bought fabless MEMS display startup Pixtronix Inc. Qualcomm (San Diego, Calif.) confirmed the purchase but did not give any details and declined to discuss the price. However, reportedly, Qualcomm has paid between $175 million and $200 million.

Pixtronix (Andover, Mass.) was founded in 2005 by Nesbitt Hagood, chief technology officer. The company has developed a low-cost display technology based on the use of MEMS shutters that it appears would make a useful complement – or better alternative – to Qualcomm’s own MEMS-based Mirasol display technology.

The Pixtronix display – called PerfectLight – is based on a MEMS-based digital micro shutter that modulates light from an RGB LED backlight. A high switching speed makes it suitable for applications ranging from full-speed video to e-reader operation and Pixtronix claimed that the display offered greater than 170 degree viewing angles, more than 3,000:1 contrast ratio and 24-bit color depth at one quarter of the power consumption of equivalent size and resolution liquid crystal displays.

The display is not in the market place yet but Pixtronix had developed a 5-inch diagonal display prototype with Chimei Innolux Corp. (CMI), a leading TFT-LCD manufacturer. Pixtronix was also developing a display for Hitachi.

Meanwhile, at about the same time Qualcomm was acquiring Pixtronix, Qualcomm subsidiary Qualcomm MEMS Technologies Inc. announced that a 5.7-inch Mirasol MEMS display technology is used in the Kyobe e-reader. Qualcomm acquired the Mirasol technology when it paid approximately $170 million in cash for the 86 percent of Iridigm Display Corp. that it did not already own.

The Mirasol display is reflective, which means it can save power by making use of ambient light and not requiring a backlight. However, it also means that the display is less bright and visually appealing than an emissive display.

Since its formation Pixtronix had raised more than $53 million in funding from such investors as Atlas Ventures, Kleiner Perkins Caufield & Byers, DAG Ventures and GoldHill Capital. It had about 50 employees and continues to operate as a subsidiary of Qualcomm at present.

Qualcomm acquires Pixtronix, Andover company developing tech for low-power displays [The Bioston Globe, Scott Kirsner, Dec 1, 2011]

San Diego-based Qualcomm, a major developer and licensor of mobile technology, quietly scooped up Pixtronix last week. The Andover company, founded in 2005, has been working on multimedia display screens for phones, tablets, and laptops that would use just one-quarter of the power of today’s liquid crystal displays. With today’s mobile devices, the display is typically the component that uses the most power.

Pixtronix and Qualcomm had been pursuing different approaches to low-power displays, according to this 2009 New York Times piece, but both incorporated MEMS (microelectro-mechanical system) technology; in Pixtronix’s case, thousands of tiny shutters control the light emitted by LED bulbs.

Pixtronix had raised just north of $50 million in funding from investors like Atlas Venture of Cambridge and Silicon Valley based Kleiner Perkins. Neither Qualcomm nor Pixtronix would comment on the acquisition price, but sources close to the deal tell me it was in the neighborhood of $175 million to $200 million.

Pixtronix has 45 employees, and Mark Halfman, the company’s senior director of business development, says they’ll remain in Andover. “We’ll continue to focus on developing and licensing our technology,” Halfman says. The company’s technology isn’t yet in the market, Halfman says, but the company has announced joint development projects with companies like Hitachi Displays and Taiwan-based CMI. Halfman says that Pixtronix CEO Tony Zona plans to stick around. (One year is always a safe bet…)

Pixtronix CEO Anthony Zona touts low-energy display tech [Boston Business Journal, Sept 2, 2011]

How does this technology differ from LCD?

It’s digital. So we’re moving from analog display, which is LCD, is to a digital display. … Because it’s digital, it can adapt to application needs. So in an e-reader type application it can consume extremely low power, or almost no power. That same display on the fly can change to accommodate full-motion, high-speed video.

This could have implications for the batteries of mobile devices?

You can get at least four times the current battery life — you’ll get days of use, just because the display is different. Right now the display on most smart phones consumes more than half the battery life. …

Mobile display firm Pixtronix seeking $20M round [Boston Business Journal, Aug 19, 2011]

… Pixtronix is already working with Hitachi, Samsung and Chimei Innolux, which are licensing the company’s PerfectLight Display technology for planned mobile products. The first products from the customers could include smart phones and tablets, and are expected in early 2013, Zona said.

The fourth partner for Pixtronix will also be an Asian electronics maker, and is expected to announce the partnership in the fourth quarter of this year, Zona said. “We had planned on having three partners at this point in time, and actually are adding a fourth sooner than we expected,” he said. …

Pixtronix closes $19 million equity round [Boston Business Journal, Dec 29, 2009]

… and may have brought in a major cell phone maker as a new strategic investor … The company did not disclose the names of the recent round’s investors. However … disclosed the names of four board members. … Two of those directors … represent returning investors Atlas Venture and Kleiner Perkins Caulfield Beyers … A third, Gerald Fine, is a Boston University professor who holds an advisory position on the board.

Besides Atlas and Kleiner, its investors include Duff Ackerman & Goodrich Ventures, and Gold Hill Capital.

The fourth board member is Bill Byun, a new addition to Pixtronix’ board. The documents do not identify Byun beyond his name — but Bill Byun is also the name of a California-based managing director at Samsung Venture Capital, the venture investing arm of Korean mobile phone maker Samsung Electronics Co. Ltd.

New displays for e-readers – Read all about it [The Economist, Technology Quarterly: Q4 2009, Dec 10, 2009]]

Another micro-electro-mechanical display comes from a start-up called Pixtronix. Instead of reflecting ambient light, its PerfectLight technology uses tiny shutters that open and close quickly to allow through light from a backlight composed of red, blue and green light-emitting diodes. LCD displays also use shutters, in effect, consisting of liquid-crystal elements whose polarisation can be changed to block light or let it pass. The trouble is that liquid-crystal shutters absorb over 90% of the light passing through them, even when they are open. PerfectLight’s technology allows as much as 60% of the light through. And its shutters can switch fast enough (up to 1,000 times per second) for video.

Pixtronix micro-shutter MEMS display consumes much less power [Jan 1, 2011]

Compared to conventional thin-film-transistor liquid-crystal (TFT LCD) or active-matrix organic light-emitting diode (AMOLED) displays, a new digital micro-shutter (DMS) display from Pixtronix (Andover, MA) consumes one-quarter of the power while delivering equivalent image quality.

Using standard TFT LCD manufacturing equipment, processes, and materials, a microelectromechanical systems (MEMS) shutter is built on top of an active backplane and a simple aperture plate replaces the color filter.

Essentially, the DMS technology is made of four key elements: a digital micro-shutter (laterally translating) element at the heart of each pixel that uses a patented zipping actuator; the use of field-sequential color with color-change frequencies greater than 1 kHz to avoid flicker or color breakup; an optical architecture with a light-recycling LED backlight that allows an 11.5% aperture-ratio display to transmit 60% of the light to the viewer (10 times the output of liquid-crystal displays); and a digital-backplane circuit. Pixtronix has announced partnerships with both Hitachi Displays (Japan) and Chimei Innolux (Taiwan) and has developed 2.5 in. QVGA display prototypes that can run 60 Hz videos, achieve a 135% NTSC color gamut, have a 170° viewing angle and 24 bit color, and consume less than 50 mW of backlight power.

Pixtronix and Hitachi Displays Announce Successful Joint Development [Pixtronix press release, Oct 4, 2010]

Displays built based upon Pixtronix PerfectLight MEMS display technology to be demonstrated at CEATEC

Pixtronix, Inc., an innovator in the development and licensing of low power multimedia display technologies, today announced the successful joint development with Hitachi Displays, Ltd. of its PerfectLight low power MEMS display technology for mobile multimedia applications. The two companies recently completed the development of prototype displays, which leverage the Pixtronix proprietary technology and were built by Hitachi Displays. These displays will be demonstrated by Hitachi Displays at CEATEC Japan, the cutting edge IT and electronics exhibition, October 5-9, Makuhari Messe, Tokyo, Japan.

“We are pleased to have jointly developed displays with Hitachi Displays that directly address the needs of high growth markets ranging from next generation smart phones to tablets,” said Tony Zona, CEO of Pixtronix. “Our rapid progress in delivering full speed video, ultra-low power displays built utilizing existing LCD manufacturing infrastructure demonstrates the key strengths of our PerfectLight display platform.”

About the Pixtronix PerfectLight Display Technology
The PerfectLight display is an innovative low-power multimedia display for portable devices, achieving 135% NTSC color gamut, 24-bit color depth, 170-degree viewing angles, and 100 microsecond shutter response times; all with a 75% power reduction over LCD displays. In addition, this new class of display offers Application Agility to dynamically optimize image quality and power consumption for all applications, ranging from full speed video to e-reader operation in a single device. The PerfectLight display is based upon Pixtronix’s Digital Micro Shutter MEMS technology, which is built within LCD infrastructure and eliminates liquid crystals, polarizers and color filters to enable a highly efficient, programmable, and durable display.

About Hitachi Displays, Ltd.
On October 1, 2002, the Display Group of Hitachi, Ltd. split from its parent company to form Hitachi Displays, Ltd. With a head office in Tokyo, Japan, Hitachi Displays specializes in all stages of the production of display devices, from planning to development, design, manufacturing and sales.

About Pixtronix, Inc.
Headquartered in Andover, Massachusetts and led by experts in the fields of displays, optics and MEMS, the Pixtronix mission is to develop, license and market the perfect display for today’s multimedia lifestyle. The company’s PerfectLight displays combine the best image quality at the lowest power consumption for all applications and are designed to scale from mobile devices to desktop displays through HD televisions. Pixtronix’s investors include Atlas Venture, Kleiner Perkins Caulfield & Byers, and DAG Ventures. For more information, visit www.pixtronix.com.

Hitachi MEMS Shutter Display: DigInfo [Diginfonews Technology from Japan, Oct 24, 2010]

Qualcomm Acquires Pixtronix [Display Daily, Dec 7, 2011]

Qualcomm has recently acquired Pixtronix, the Boston area-designer of a MEMS-based flat panel display for low-power mobile applications. This makes the second MEMS-based display company Qualcomm has acquired. In 2004 it bought Iridigm Display Corporation’s IMod technology, now called Mirasol.

This seems to have been a stealth acquisition and neither company has issued a press release on the transaction, so details are not certain yet. I guess it is no surprise Jignesh Gandhi, Director of Product Engineering at Pixtronix, did not discuss the pending acquisition when he talked to the SID on November 10th. Instead, he talked about Pixtronix technology and the company’s three licensees, Hitachi, Samsung and Chimei Innolux (CMI). While these companies have all demonstrated the technology, none are expected to have a product on the market for at least a year.

The news appears to have been revealed in a December 1st article by Boston Globe Columnist Scott Kirsner. The price is reportedly in the $175M – $200M range, although that hasn’t been confirmed. To date, Pixtronix has been financed by venture capital, with investments from Kleiner Perkins Caufield & Byers, Atlas Venture and Samsung Ventures, to the tune of about $50M. Before the acquisition, Pixtronix had been looking at another round of VC funding of about $20M. I guess those plans have been dropped.

Qualcomm is spending about $1B to construct a display manufacturing factory, which is expected to begin production next year. While this production line was, presumably, originally intended for the Mirasol technology, it should be able to manufacture the Pixtronix display as well. Gandhi had said the Pixtronix display could be made on normal direct view LCD fabs, as can the Mirasol display. So presumably if both the Mirasol and Pixtronix technologies fail to take off (not likely, in Insight Media’s opinion) the company can use the new fab to make conventional LCD for mobile applications.

Qualcomm: The Rest of the Story [Display Daily, Dec 8, 2011]

Yesterday in Display Daily my colleague Matt Brennesholtz discussed the acquisition of Pixtronix by Qualcomm. He asked why a chip-maker would want even one (much less two) MEMS display technologies and insightfully speculated, “Perhaps Qualcomm wants to be able to offer its customers vertically integrated solutions for handsets and other mobile devices.”

Here’s the rest of the story, or at least another piece of it. In late November, the Kyobo Book Centre of Korea (the country’s largest bookseller) announced the Kyobo eReader (photo), the first eReader to use Qualcomm’s mirasol color reflective MEMS display. The display appears to be the same 5.7-inch, XGA (1024 x 768) display Qualcomm MEMS Technologies (QMT) has been showing us for the last couple of years. The MSRP is the equivalent of slightly over US$300, which is solidly in tablet, not simple eReader, territory.

The Kyobo device uses a customized version of Android 2.3 and supports WiFi 802.11b/g/n. But here’s where things get interesting (and why I think Matt was so insightful yesterday). The Kyobo’s smarts come from a Qualcomm 1.0-GHz Snapdragon S2 processor. Between the mirasol display and the Snapdragon processor, Qualcomm can indeed offer the key components of a color eReader kit.

Qualcomm is still making its mirasol displays on a pilot line, so it can only support low-volume customers. Kyobo was identified as falling into that category. A high-volume plant is under construction and scheduled to ramp up in 2012.

At SID 2011, I told Qualcomm Marketing Manager Jesse Burke that the very long gestation period between the demonstration of a credible Mirasol display and the first commercial adoption was creating doubts about the technology. This was obviously not the first time Burke had to answer that question, and he had a well-prepared answer. First, he said, Qualcomm had some design wins, but before the customers could go into production, two things happened. The first was the introduction of the original iPad; the second was the continuing Great Recession. Both caused serious reconsideration of new-product introductions. In particular, many products that seemed cutting-edge before the introduction of the iPad, seemed immediately out of date afterwards.

Second, because Qualcomm only had a pilot line facility for the mirasol, the company was limited in the kind of customers it could pitch in the short term. To Burke’s credit, he told me to expect a low-volume product to appear before the end of 2011, and high-volume products to appear in 2012. With the Kyobo eReader, the first half of his prediction has come true.

Along with Matt, I don’t pretend to know how things will play out with Pixtronic and Mirasol under one roof. But I will express an opinion about relative technical merit. The Mirasol technology is devilishly clever, but it has shortcomings (such as an insufficiently saturated red that appears to be an unavoidable feature of the technology). In general, these shortcomings didn’t look all that serious two or three years ago, when the only competition was an electrophoretic technology with slow switching speed without practical color, and Mirasol’s strengths were compelling. But time moves on. To me, Pixtronix now seems to be the more compelling (and probably the more manufacturable) technology. It will be interesting to find out what Qualcomm thinks.

Really Truly New Stuff at SID 2011 [Display Daily, May 19, 2011]

… In the Samsung booth, you could see electro-wetting prototypes. Samsung bought the company that was formerly Liquavista … Next to what I still can’t help calling the Liquavista displays, were two impressive Pentile displays developed through the remarkably productive relationship between Samsung and Nouvoyance. … The other display is hard to explain briefly. Nouvoyance’s Candice Brown Elliott tried, … The result is a FSC display with no color break-up, a 130% color gamut, and sharply reduced power consumption.

Nearby was a 10.1-inch MEMS display based on Pixtronix technology. (10.1-inch is a popular size this year.) Both Samsung and Pixtronix personnel said the roadmap calls for a commercial eReader/tablet display in 2013. Hitachi is also working with the technology. Mark Halfman of Pixtronix said Hitachi is working on a cell-phone version, hopefully for late 2012 introduction.

Samsung was also showing a prototype 70-inch ultra-definition (3840×2160) 2D/3D panel oxide TFT backplane technology. …

Pixtronix Announces a Partner [Display Daily, Nov 10, 2010]

Every year at about this time, Mark Halfman emails me to arrange a meeting at Flat Panel Display International (FPDI) in Japan and, incidentally, make sure that Pixtronix hasn’t fallen off my radar screen.

The problem is that it takes so long to develop even the most interesting new display technologies that a professional display watcher can get jaded before a technology he is tracking reaches commercialization. A diligent marketing guy like Halfman makes sure that analysts don’t forget and move on to something else.

Last year, Pixtronix showed convincing technology demonstrators at FPDI. Halfman told me then that the company had “engaged” — a wonderfully ambiguous word — with several panel makers, couldn’t reveal their identities, but hoped to have an announcement before the next FPDI; that is, the one taking place this week.

Halfman was as good as his word. On Monday, his company issued a press release announcing that Chimei Innolux (CMI) and Pixtronix had recently completed the development of prototype displays that utilize Pixtronix’ proprietary technology and were built by CMI. The displays will be demonstrated at FPDI.

“With CMI, we have achieved rapid progress in delivering prototypes that demonstrate both full-speed full-color video and ultra-low power consumption. We look forward to continued joint development with CMI, and the availability of larger displays next year,” said Pixtronix CEO Tony Zona.

Unlike some other novel display technologies, the Pixtronix display, which the company calls PerfectLight, genuinely has something to offer, especially for portable devices. An easy way to think of PerfectLight is as a field-sequential-color (FSC) LCD in which the LCD sandwich is replaced with an in-plane MEMS shutter. Like an LCD, PerfectLight makes use of a “Venetian blind” architecture to control the amount of light from the backlight that reaches the viewer. Unlike an LCD, it has no polarizers and (because of the FSC) no matrix color filter. As a result, says Halfman, 60% of the light from the backlight reaches the user, compared with 6% to 8% for LCDs. This contributes to a 75% power reduction compared to LCDs.

Also, the MEMS shutter is fast: 100 microseconds, compared to milliseconds for an LCD.

Pixtronix claims a 135% NTSC color gamut, 24-bit color depth, and 170-degree viewing angle.

In addition, many display parameters can be adjusted to balance display quality and power consumption for different applications. For instance, full-speed color is appropriate for video, while slower-speed black-and-white is fine for e-reading, while using considerably less power.

Now that Pixtronix has a manufacturing partner with deep pockets, it will be interesting to see how long it takes to develop panels that are available to system makers in quantity — and that system makers will want to buy. That, as always, is the test.

Pixtronix and Chimei Innolux to Demonstrate Latest MEMS Displays at FPD International 2011 [Pixtronix press release, Oct 25, 2011]

Pixtronix, Inc., an innovator in the development and licensing of low power multimedia display technologies, and Chimei Innolux Corp. (CMI), a leading worldwide TFT-LCD manufacturer, today announced the successful joint development of 5-inch diagonal MEMS display prototypes. These displays, which utilize the Pixtronix proprietary MEMS technology and were built by CMI, will be demonstrated at FPD International 2011, the comprehensive exhibition and convention on Flat Panel Displays, October 26-28 in Yokohama, Japan.

The two companies previously announced jointly developed 2.5-inch diagonal prototypes at FPD International 2010. Since then, Pixtronix and CMI have worked together to build a MEMS display twice that size and four times the resolution. The new 5-inch diagonal displays offer the lowest power consumption at the best image quality for all applications, achieving over 135% NTSC color gamut, greater than 170 degree view angles, more than 3,000:1 contrast ratio and 24-bit color depth, all at a 75% average power reduction versus LCD displays. These new MEMS displays will be demonstrated by both Pixtronix and CMI (Pixtronix booth 3502 and CMI booth 3602).

“We are extremely pleased in the progress we have achieved with CMI, as the 5-inch diagonal prototypes represent a leap forward in bringing Pixtronix technology to the smart phone and tablet markets,” said Tony Zona, CEO of Pixtronix. “We look forward to continued development with CMI as we improve the performance and scale of these displays on the way to commercialization.”

“MEMS display technology is a new technology bringing additional consumer benefits to the multimedia markets and in the collaboration between CMI and Pixtronix a large step is set to industrialize this technology,” said Andre Krebbers Vice-President Mobile Device BU of CMI.

About the Pixtronix PerfectLight Display Technology
The PerfectLight display is an innovative low-power multimedia display for portable devices, achieving over 135% NTSC color gamut, 24-bit color depth, and 100 microsecond shutter response times; all with a 75% power reduction versus LCD displays. In addition, this new class of display offers Application Agility to dynamically optimize image quality and power consumption for all applications, ranging from full speed video to e-reader operation in a single device. The PerfectLight display is based upon Pixtronix’s Digital Micro Shutter MEMS technology, which is built within standard LCD infrastructure and eliminates liquid crystals, polarizers and color filters to enable a highly efficient, programmable display with proven MEMS reliability.

About Chimei Innolux Corp.
CMI is one of the leading worldwide manufacturers of TFT-LCD display products, including TFT-LCD panels, and total solutions for LCD TV and monitor systems. Its one-stop shopping business model vertically integrates TFT-LCD panel manufacturing expertise with systems assembly capabilities. More information about CMI is available at www.chimei-innolux.com.

About Pixtronix, Inc.
Headquartered in Andover, Massachusetts and led by experts in the fields of displays, optics and MEMS, the Pixtronix mission is to develop, license and market the perfect display for today’s multimedia lifestyle. The company’s PerfectLight displays combine the best image quality at the lowest power consumption for all applications and are designed to scale from mobile devices to desktop displays through HD televisions. Pixtronix’s investors include Atlas Venture, Kleiner Perkins Caulfield & Byers, and Samsung Venture Investment Corporation. For more information, visit www.pixtronix.com.

PerfectLight and mirasol Show Displays in New Light [Jan 4, 2009]

pxtronix.jpg There are two new energy efficient display technologies on the tech horizon – Pixtronix’s PerfectLight and Qualcomm’s mirasol that shine a new light on display technology.

Pixtronix PerfectLight has an energy efficient prototype that uses thousands of very little LED lights controlled by microelectro-mechanical system (MEMS). PerfectLight uses one-fourth the energy of a an Liquid Crystal Display. PerfectLight prototypes consumed less than 50 milliwatts for the backlighting of a smartphone display while a LCD uses about 200 milliwatts.

The image is created with thousands of digitally controlled, MEMS, shutters that open and close over each pixel opening, allowing light from the red, green and blue LEDs to pass through.

Qualcomm’s technology uses natural light and MEMs in mirasol.The light for the pixels is provided by ambient light. To create an image, reflective optical structures in the MEMS (which they call IMOD), selectively reflect red, green or blue light to create an image.

The Interferometric Modulator (IMOD) element is a simple MEMS(micro-electro-mechanical system) device that is composed of two conductive plates. One is a thin film stack on a glass substrate, the other is a reflective membrane suspended over the substrate. There is a gap between the two that is filled with air.

The IMOD element has two stable states. When no voltage is applied, the plates are separated, and light hitting the substrate is reflected as shown above. When a small voltage is applied, the plates are pulled together by electrostatic attraction and the light is absorbed, turning the element black. This is the fundamental building block from which Qualcomm mirasol displays are made.

LCD 2.0 – Pixtronix’s PerfectLight DMS Display Technology [June 27, 2009]

Pixtronix's PerfectLight DMS Display Technology

Pixtronix has finished development of its new MEMS based PerfectLight DMS (Digital Micro Shutter) display technology.The display, demonstrated at this months SID Display Week 2009, delivers exactly what both consumers and manufacturers are looking for; significant energy savings (75 percent) without compromising video quality.

Pixtronix was established in 2005 and is led by experts in the fields of displays, optics and MEMS (Micro-electromechanical systems). Having completed development of a PerfectLight DMS display prototype, the company is now searching for manufacturing partners. While initially targeting smaller display sizes for portable multimedia devices, Pixtronix can scale the display sizes to suit large screen products such as HDTVs.

Pixtronix’s PerfectLight DMS (Digital Micro Shutter) display technology has been designed to combine high video quality with low power consumption for display sizes from mobile devices through to HD televisions. Performance figures include 105% (of NTSC, CIE 1931) color gamut, 24-bit color depth, 1,000:1 contrast ratio and 170 degree viewing angle with a power consumption only one quarter (25 percent) that for TFT-LCD displays.

PerfectLight DMS Gamut vs LCD

Cleverly Pixtronix’s engineers have developed their technology based on a similar architecture to that of an LCD panel (hence LCD 2.0!) except for using micro (MEMS) shutters instead of liquid crystals. The DMS display system is based on sequentially flooding the display with red, green, and blue light from LEDs while using the MEMS shutters to modulate the light and produce a full-color image. MEMS have already established their robustness and reliability in display technology through technologies such as Texas Instrument’s DLP micro mirror chips used in projectors.

PerfectLight DMS Substrate

Key Elements of DMS Display Technology

  • Digital MEMS micro shutter element at the heart of each pixel. It is a laterally translating (moving) element which is supported on a patented dual compliant zipping actuator. Use of micro shutters frees DMS displays from using the polarizers, filters and liquid crystals of current LCD display technologies. The polarizers can reduce light intensity by 50 percent and color filters reduce it even further.
  • Field Sequential Color (FSC) use is enabled by the MEMS shutters through the rapid color change frequencies of about 1kHZ (1,000 operations per second) achieved. Pixtronix have developed some innovative algorithms for achieving deep, rich colors without image artefacts.
  • Proprietary optical architecture including a light recycling backlight. Through a combination of waveguide and mirrored surfaces the light in the backlight is contained to deliver 60 percent of the light from the backlight which about 10X more output than a conventional LCD display (6 to 8 percent). This is the primary source of power consumption reduction of the DMS display technology.
  • Use of energy-efficient LED lightsources
  • A digital backplane circuit which decouples the functions of actuation and information exchange. This makes possible time division gray scale with color change frequencies in excess of 1 kHz while minimizing drive power.

From an engineering background, what impresses about Pixtronic’s new display technology is the cost savings promised by its having been designed with minimization of manufacturing costs in mind. Manufacturing can use existing TFT-LCD factory equipment and processes and higher yields can be achieved through the wide manufacturing tolerances applicable.

Resources

Take a look at Pixtronix’s video introduction to the PerfectLight Display’s impressive image quality and ultra-low power consumption.

If you would like to gain an idea of what MEMS is about have a look at this introductory video from the MEMS Industry Group. Is has some interesting shots of another MEMS display technology, DLP, in action.

MEMS Industry Group: An Introduction to MEMS [MEMSindustryGroup, Feb 8, 2008]

Using the MEMS accelerometer and the digital micromirror as an example, this DVD explores MEMS technology in a concise, easy to understand, 8.5-minute package. Examples of MEMS are given from all industries, including industrial, automotive, life sciences, and consumer electronics.

Using LCD Fabs for Non-LCD Displays? [Display Daily, May 23, 2007]

SID is where display ideas are demonstrated and evaluated. There are lots of these ideas as well as evolutionary and even revolutionary ideas floated at SID each year. It is where you will see the next big thing in the display industry or some company’s folly in pursuing a pipe dream. The key is to understand who is pitching which. Today, I will look at two of them I heard about in private meetings.

The two companies are Pixtronix and UniPixel. Both are early stage display companies with plenty of capital behind them to pursue a big dream. They want to use their technology to make LCDs obsolete, but use some of the LCD foundries to make these new displays.

Bold dreams yes, and after hearing the pitches, both actually show some merit. Can they pull it off? Time will tell.

It used to be that 20 years was required to bring a new display technology to a mainstream commercialization state. This time appears to be shrinking – and if you believe these companies, it may now be possible in 4-5 years. The truth probably lies somewhere in between, but I am leaning toward the shorter rather than longer side.

So what are these new technologies, you ask? They are similar, but slightly different. Both eliminate the color filters, polarizers, liquid crystal, light management films and even the CCFL in a conventional LCD. What they have in common is an LED-driven backlight with light recycling components, a MEMS or MEMS-like modulator to extract the light at each pixel and an active matrix backplane.

Pixtronix has developed what it calls a Digital Micro Shutter (DMS). The idea is to extract light from the backlight by opening up a pixel gate. Think of this as a pair of pocket doors that open up to allow light to escape. It is an all-digital approach that uses pulse width modulation at each pixel to control grayscale.

These ideas are clever and elegant. When compared to the structure of an LCD, they will indeed eliminate a lot of components. And, both companies are targeting using LCD fabrication equipment to make these displays. With some minor adjustments, existing LCD fabs can transition to these new displays fairly easily. And they are scalable approaches for any sized display.

This all sounds marvelous – and it is quite exciting. But both companies have a lot of development work ahead of them to prove they can deliver the goods. There is a lot more to their stories that I can’t reveal, but suffice it to say that these are companies we will be tracking to see how they meet their milestones. SID 08 will again prove to be the place where dreams are made or companies are brought down to reality.

The precursor of 2012 smartphone war: Nokia Lumia vs. Samsung Omnia W in India

Updates:

Lumia 520 is the second bestseller on Flipkart, India’s Amazon.com (April 2, 2013)

$385 $193 $129 $267

image

$105 $27 $250 $28

but still Samsung’s entry level Andoid phone (Galaxy Y) is leading in price ($105) and #5.

More than 221 million mobile handsets shipped in India during CY 2012, a Y-o-Y growth of 20.8%; Nokia retains overall leadership [CyberMedia Research, India press release, April 1, 2013]

Smartphone shipments cross 15 million units, 2H numbers grow 75.2% HY-o-HY; Samsung still the favourite but Sony and Indian players make their mark through differentiated offerings

According to CMR’s India Mobile Handsets Market Review, CY 2012, March 2013 release, India registered 221.6 million mobile handset shipments for CY (January-December) 2012. During the same period, 15.2 million smartphones were shipped in the country.

Table 1. India Mobile Handsets Market: CY 2012 versus CY 2011 (in terms of unit shipments)

Form Factor
Mobile Handsets
Featurephones
Smartphones
Shipments
(CY 2011)
183.4
172.2
11.2
Shipments
(CY 2012)
221.6
206.4
15.2
Year-on-Year Growth, CY 2012 over
CY 2011 (%)
20.80%
19.90%
35.70%
Half Year-on-Half Year Growth, 2H 2012 over
1H 2012 (%)
16.40%
11.30%
75.20%

Source: CMR’s India Mobile Handsets Market Review, CY 2012, March 2013 release

A comparison of overall mobile handset shipments and featurephone shipments shows a direct correlation for the India mobile handsets market rankings. Market shares are somewhat similar for the top three players across the overall market and the featurephones segment, as shown in Table 2.

Table 2. India Mobile Handsets Market: Leading Players, CY 2012 (% of unit shipments)

Player

Nokia

Samsung

Micromax

Rank – Overall

#1

#2

#3

Share – Overall (% of unit shipments)

21.80%
[~45M]

13.70%
[~28.3M]

6.60%
[~13.6M]

Rank – Featurephones segment

#1

#2

#3

Share – Featurephones segment (% of unit shipments of featurephones)

22.50%

11.50%

6.50%

Source: CMR’s India Mobile Handsets Market Review, CY 2012, March 2013 release

Commenting on the results, Faisal Kawoosa, Lead Analyst, CMR Telecoms Practice said, “Although we see a huge market ‘hype’ around smartphones, the fact remains that the India Mobile Handsets market is still dominated by shipments of featurephones. On the other hand smartphone shipments are growing fast. This indicates India is still a ‘new phone’ market, where featurephones contribute to the bulk of shipments compared to replacements or upgrades.”

“This propensity on the part of Indian subscribers of mobile telephony services to purchase large numbers of featurephones has paved the way for the establishment of Indian brands, which are largely focused on this segment.”

India Smartphones Market

The India smartphones market during 2H 2012 saw a rise in shipments by 75.2% over and above the 1H 2012 number, taking the overall contribution of smartphones to 6.8% for the full year. In fact, during 2H 2012, smartphone shipments stood at 8.1% of the country’s total mobile handset shipments. While BlackBerry was at third spot during 1H 2012, Sony Mobiles displaced the former if we examine numbers for the full CY 2012.

Table 3. India Mobile Handsets Market: Leading Smartphone Players, CY 2012 (in terms of % of unit shipments)

Player

Rank

Share (% of unit shipments of smartphones)

Samsung*

#1

43.1% [~6.5M]

Nokia

#2

13.3% [~ 2M]

Sony Mobiles

#3

8.2% [~1.25M]

* Smartphone shipments reported here for Samsung for CY 2011 and CY 2012 do not include shipments of ‘phablet’ (> 5″ screen size) models such as the Samsung Galaxy Note and the Samsung Galaxy Note II.

Source: CMR’s India Mobile Handsets Market Review, CY 2012, March 2013

Commenting on these results, Tarun Pathak, Analyst, CMR Telecoms Practice said, “The India smartphones segment has very distinct characteristics vis-à-vis the overall market. We believe the struggle for leadership in the India smartphones market is going to intensify through 2013 as vendors bring new form factors to market.”

“Players such as Samsung, HTC and Sony Mobiles will increasingly try to establish leadership through differentiated offerings and by promising a ‘seamless’ experience across the four consumer screens – smartphone, tablet, PC and TV. At the same time, home grown vendors such as Micromax, Karbonn and Lava will try to make a mark against their global competitors, by bringing to market powerful, yet attractively priced smartphones in an attempt to widen their appeal and grow the overall smartphone user base”, Tarun added.

Notes for Editors
    1. This release is a part of the CyberMedia Research (CMR) Smart Mobility Market Programme.
    2. CyberMedia Research (CMR) uses the term “shipments” to describe the number of handsets leaving the factory premises for OEM sales or stocking by distributors and retailers. For the convenience of media, the term shipments has been replaced by ‘sales’ in the press release, but this reflects the market size in terms of units of mobile handsets and not their absolute value. In the case of handsets imported into the country it represents the number leaving the first warehouse to OEMs, distributors and retailers. CyberMedia Research does not track the number of handsets brought on their person by individual passengers landing on Indian soil from overseas destinations or ‘grey market’ handsets. These are, therefore, not part of the CyberMedia Research numbers reported here.
    3. CyberMedia Research (CMR) tracks shipments of mobile handsets on a monthly basis. However, as per convention, the market size is reported on a calendar quarter basis where appropriate to the context; in all such cases this refers to an aggregated number for the three calendar months in the quarter to which the press release refers.

    Note that the Nokia smartphone numbers by CMR given above most probably do not include the Nokia Asha Touch “smartphones”. See their opinion about that:
    Nokia Asha: Not yet a smartphone, yet is it Nokia’s “asha” for better times ahead [by Tarun Pathak from CyberMedia Research, India, Dec 18, 2012]

    Almost a year ago Nokia launched its Lumia range of smartphones based on the Windows Mobile OS, alongside the Asha series. The market scenario at the time was different – Nokia was still the global market leader, despite its declining smartphones share and was banking on the Microsoft Windows Mobile OS for its new range of Lumia smartphones to reverse the declining trend in smartphones and stop, or at least slow down, the ever increasing dominance of Android and Apple iOS. But then things didn’t go as expected. Nokia continued to lose its global market share and eventually lost it mobile handsets market dominance of 14 years to Samsung in April 2012. There were two trends in the Nokia Quarterly results starting from 1Q 2012 – volume shipments of smart devices mainly dependent on the Lumia range continued to decline, whereas the shipments of featurephones led by Asha range of handsets started to show an increase.
    Quarterly Performance of Nokia Devices Business
     
    3Q 2011
    4Q 2011
    1Q 2012
    2Q 2012
    3Q 2012
    Smart devices
    16.8
    19.6
    11.9
    10.2
    6.3
    Mobile Phones
    89.8
    93.9
    70.8
    73.5
    76.6
    Source: Nokia Quarterly Results,October 18, 2012
    Nokia Lumia initially positioned as ‘more than a smartphone’ has received a lukewarm response from customers, when compared with the high decibel launch of Samsung’s Galaxy SIII and Galaxy Note 2, Apple’s iPhone 5, HTC’s One X etc.
    On the other hand, Nokia Asha, initially positioned as ‘a cross between a featurephone and smartphone’ is receiving positive customer response globally.
    In recent days, we have heard talk about the full-touch Asha series of devices being positioned as ‘smart featurephones’, but before going into the reasons for this rethinking, let us understand how exactly is a smartphone different from a featurephone. Smartphones are devices which run on evolved operating systems (Symbian S60, Windows Mobile, Linux, BlackBerry OS, WebOS, Android, iOS etc.), and have the ability to download and run applications and store user data beyond their required personal information management (PIM) capabilities. Featurephones run on a Real Time Operating System (RTOS) such as Java or BREW, and can download only Java apps without access to Android or iPhone apps.
    So technically Nokia Asha doesn’t fit into the definition of a smartphone and responding to my question during a recent Nokia Talks webcast, a Nokia official confirmed the same. However, if we compare feature-to-feature, the capabilities of Asha phones can give smartphones a run for their money. Full touchscreen, cloud-accelerated Nokia browser for providing a fast and affordable internet experience, Nokia’s location based platform, online games, social networking integration and powerful processor etc., they have almost all the features a smartphone should have at an affordable price point ranging between INR 4,000-7,500.
    Therefore, it is only natural for Nokia to position the full-touch range of Asha phones as smartphones. One may term it as a marketing tactic, especially in view of Nokia having a tough time in the smartphones market. Since 43% of smartphone sales in India are under the INR 10,000 price point (Source: CMR, 2012), it makes eminent sense for Nokia to push the full touch Asha devices as smartphones. So, while technically the Asha series might not qualify as a smartphone, they are smarter than many devices in the price range and may well be the lifeline that Nokia is looking for, to shore up its fortunes in the long road to recovery.

    – Lumia 800 US$ 389 (INR 21,799) [July 9, 2012]
    – Lumia 710 US$ 248 (INR 13,899) [July 9, 2012]

    India mobile phone sales cross 50 million mark in Jan-Mar 2012; up 9.1% YoY [CyberMedia Research, India press release, July 3, 2012]

    Smartphones make up 5.3% of units sold and almost a quarter of total handset revenues

    Multi-SIM handsets account for two-thirds of total sales; 3G phone sales still below 10 per cent of total sales

    New Delhi / Gurgaon, July 3, 2012: The overall India mobile handsets market registered sales of 50.2 million units during January-March 2012. This was reported in the CyberMedia Research India Monthly Mobile Handsets Market Review for 1Q 2012 released today.

    In the overall India mobile handsets market, Nokia retained leadership position with 23% share, followed by Samsung at second position with 14.1% and Micromax at third position with 5.8%, in terms of sales (unit shipments) during January-March 2012.

    Table 1. India Monthly Mobile Handset Shipments (millions of units),
    January-March 2012*


    *Source: CyberMedia Research India Monthly Mobile Handsets Market Review for 1Q 2012,
    June 2012 release

    Overall India Mobile Handsets Market by PriceBand

    Figure 1. India Mobile Handsets Market by Price Band

    * Source: CyberMedia Research, 2012

    <INR 5000: <US$ 89    INR 5001-10000: US$ 89-179
    INR 10001-15000:   US$ 179-268
    INR 15001-20000:  US$ 268-357
    INR 20001-25000:  US$ 357-447
    INR 25001-30000:  US$ 447-536  >INR 30000: >US$ 536

    India Smartphones Market: The Shape of Things to Come

    Total India smartphone sales touched 2.7 million units during January-March 2012. Samsung emerged as the leader in the smartphone segment with a 40.4% share, followed at No. 2 and No. 3 by Nokia with 25.5% and RIM with 12.3% share respectively.

    Table 3. India Mobile Handsets Market: Shares of leading Vendors in Smartphones*

    * Source: CyberMedia Research India Monthly Mobile Handsets Market Review for 1Q 2012, June 2012 release

    In 1Q 2012, Samsung launched seven new smartphone models in India, further tightening its grip on sales in different price bands between INR 7,500 [$134] to INR 27,000 [$482]. This is the range in which the company sells its portfolio of smartphones currently. It excludes products like the Samsung Galaxy Note, which, with a 5″ screen is categorized under the category of media tablets / tablet PCs. Indian mobile handset vendors have also started aggressively widening their Android-based smartphones portfolio.

    Figure 2. India Mobile Handsets Market
    by Price Band in 1Q 2012:
    Converging Towards Two ‘Poles’

    *Source: CyberMedia Research, 2012

    “As the India mobile handsets market grows in maturity, the needs of users are clearly seen to be converging around two major form factorshigh-power, high-speed smartphones vis-à-vis value-plus, content-enabled featurephones. While most players are strong in a particular category, Samsung and others have been able to maintain a strong presence across the spectrum, driven mainly by innovation, quick time-to-market and a segmented approach”, stated Anirban Banerjee, Associate Vice President, Research and Advisory Services, CyberMedia Research.

    “Players like Motorola and Sony have clearly chosen to stay in the ‘high value’ smartphones segment, which accounts for just 5.3% of shipments but added up to as much as 23.4% of the market value in 1Q 2012. Currently, large, international players like Nokia and RIM, as well as relatively new entrants like Micromax, Karbonn, Lava and Spice are faced with the challenge to enhance their portfolio of products, models and services, to stay relevant and profitable in the long run”, added Naveen Mishra, Lead Analyst, CMR Telecoms Practice.

    India 3G Phones Market: Decline in Data Tariffs to Trigger Increase in Shipments?

    Shipments of multi-SIM handset category continued its rise, accounting for as much as 67.7% of total shipments in 1Q 2012. However, even more significantly, total shipments of 3G-enabled mobile handsets in the country touched 4.7 million units during 1Q 2012 (January-March 2012). While this was a decline of (-)7.8% over the 4Q 2011 (October-December 2011) ‘festival quarter’, it was a growth of 34.3% over 1Q 2011 (January-March 2011).

    “With the recently announced reduction in tariffs of 3G services by as much as 70% by leading India telecom service providers, the market for both 3G-enabled devices and mobile broadband-driven content is likely to see an upward trend in adoption in the forthcoming quarters”, stated Tarun Pathak, Analyst, CMR Telecoms Practice.

    Notes to Editors

    1. CyberMedia Research, India uses the term “shipments” to describe the number of handsets leaving the factory premises for OEM sales or stocking by distributors and retailers. For the convenience of media, the term shipments has been replaced by ‘sales’ in the press release, but this reflects the market size in terms of units of mobile handsets and not their absolute value. In the case of handsets imported into the country it represents the number leaving the first warehouse to OEMs, distributors and retailers. CyberMedia Research does not track the number of handsets brought on their person by individual passengers landing on Indian soil from overseas destinations or ‘grey market’ handsets. These are, therefore, not part of the CyberMedia Research numbers reported here.
    2. CyberMedia Research, India tracks shipments of mobile handsets on a monthly basis. However, as per convention, the market size may be reported on a calendar quarter basis where appropriate to the context; in all such cases this refers to an aggregated number for the three calendar months in the quarter to which the press release refers.

    – Lumia 800 price lowered by Nokia more than 20% to as low as US$ 471 (INR 23,490) in retail. This is said to be for the preparation of the Lumia 900 launch there. [March 3, 2012]

    – Lumia 710 US$ 309 (INR 15,490) [Jan. 23, 2012]

    Nokia Lumia Momentum Map [Nokia Maps Blog, Jan 15, 2012]

    If a picture is worth a thousand words, an interactive map is at least worth ten thousand words! To coincide with the launch of Nokia Lumia in USA; we launched the Nokia Lumia Momentum Map – an interactive way to check out the countries where Nokia Lumia smart phones are either available or will be coming soon. You can also check out the tweets, videos and photos from users about the Lumia series.

    The content of the Momentum Map as of Jan 15, 2012:

    Country Lumia 710 Lumia 800
    Germany Now Now
    Netherlands Now Now
    Italy Now Now
    Russia Now Now
    India Now Now
    Hong Kong Now Now
    Taiwan Now Now
    Singapore Now Now
    Spain Jan 11, 2012 Now
    United Kingdom Feb 1, 2012 Now
    USA (+ Lumia 900
    “in coming months”)
    Jan 11, 2012 Coming Soon
    France n.a. Now
    Austria Coming Soon Now
    Hungary Jan 20, 2012 Jan 20, 2012
    Greece Jan 21, 2012 Jan 20, 2012
    Portugal Feb 2, 2012 Jan 26, 2012
    Switzerland n.a. Jan 13, 2012
    Denmark n.a. Jan 20, 2012
    Sweden n.a. Jan 23, 2012
    Norway Feb 1, 2012 Feb 1, 2012
    Canada Feb, 2012 Feb, 2012
    Belgium Mar 1, 2012 Feb 1, 2012

    End of Updates

    Windows Phone 7.5 (Mango) smartphones are already in heavy competition between Nokia and Samsung on the Indian market. The current mid-range retail price is ~$340 for both companies as shown below, while the lower end premium Lumia 800 is without competitive offering from Samsung side, yet it already costs only $526 and up. Note that in the first half of 2012 even these offerings will likely to go down with Lumia 710 (and Samsung Omina W) becoming a mass market smartphone in the range of $200-250, while the Lumia 800 a higher end mid-range smartphone with a price tag of $400-450. This is also proven by a companion post The new, high-volume market in China is ready to define the 2012 smartphone war [Jan 6, 2012].

    (After the details about the specifics of Nokia Lumia offerings please find as well two recent article excerpts about the ongoing fight between the two companies on the Indian market. Product information is from corresponding company product sites in India: Lumia 800, Lumia 710 and Omnia W. Lumia 800 is currently sold for $529 [listed for $899] on Amazon in USA, while in Germany for € 398 ($520) [listed for € 499 ($652)]. Lumia 710 price on Amazon in Germany is € 315 ($411) [listed for € 319 ($417)]. All Euro prices are inclusive German VAT! Note as well that Omina W is available as Focus Flash in the USA for $199 [listed for $299] unlocked as the lowest retail price.)

    Nokia Lumia-800-710 compared to Samsung Omnia W -- 3-Jam-2012

    While all the advantages are shown in red ink above, the biggest advantages for Lumias are:
    The leading ClearBlack display technology from Nokia [Dec 18, 2011]
    Corning Gorilla Glass (wikipedia article)
    Best practice industrial and user experience design – Nokia and Microsoft [Dec 17, 2011] where an absolutely leading edge industrial design achievement of “seamless design with curved glass and one-piece body made of polycarbonate plastic“ of Nokia N9 has been re-applied by Nokia for Lumia 800 as well. More understanding of that you could see in this Nokia N9 Journey [nokia, Oct 24, 2011] video:

    A story about the making of the most beautifully simple smartphone.

    Nokia Lumia 800 Uncovered: Battery Life [nokia, Nov 16, 2011]

    In this film, we see how great the Nokia Lumia 800 battery is and see how simple it is not only to check the status of the battery but also how to prolong its life with “battery saver.” The phone offers over 10 hours of talk time and over 50 hours of music play back time. You won’t miss a moment either on social or on a call! A big thanks to the presenter: Aditya from http://worldofphones.net/ Follow us on Twitter here – http://nokia.ly/j7zixs Or connect with us on Facebook here – http://nokia.ly/hWCnbn

    There is also significant advantage in the bundled cloud services described in Nokia Lumia (Windows Phone 7) value proposition [Oct 26, 2011] as the “Three Unique Differentiators”:
    – Free Nokia Music and MixRadio
    – Free Navigation
    – Free ESPN Sports Hub
    The latter is not available in India (obviously) but something similar may be introduced later, designed especially for India’s sport fans.

    Music and Entertainment – Nokia Lumia 710 [nokia, Jan 2, 2012]

    Experience the amazing everyday and see just why the Nokia Lumia 710 http://nokia.ly/s04wrf is not your everyday, everyday phone. With access to millions of songs in Nokia Music and Mix Radio, your ears need never be bored again. The best in mobile phone entertainment gives you more than just click and play. You can create your own channels based on the artists you like, or let Mix Radio create a personalised experience based on the music you already have in your library. Throw in the ability to record and watch HD video wherever you are, and you’ll be entertained for hours. Music and Entertainment is one in a series of 6 quick introduction demos to the wonderful world of Nokia Lumia. Each video highlights different hubs and features, letting you dive deeper into the world of Nokia with Windows Phone. Follow us on Twitter here – http://nokia.ly/j7zixs Connect with us on Facebook here – http://nokia.ly/hWCnbn

    Nokia Lumia Presents: Little Amazing Show – Episode 6: India [nokia, Jan 3, 2012]

    Four Indian cities, one synchronized flash mob. Find other little ideas to make the everyday more amazing on our Facebook page: http://nokia.ly/sYguNx

    Also check out our other Little Amazing Shows:
    Episode 1: Berlin http://nokia.ly/vTphrR
    Episode 2: London http://nokia.ly/u8uj0G
    Episode 3: Madrid http://nokia.ly/uWAYMy
    Episode 4: Night http://nokia.ly/uzwtJq
    Episode 5: Paris http://nokia.ly/uwWYCv
    For more information on Nokia Lumia visit http://nokia.ly/rZWC93

    Nokia banks on Lumia to be game changer in smartphone mkt [Jan 3, 2011]

    Over the last year, Nokia’s fortunes took a turn for the worse, with its market share sliding downwards, losing its number one position in smartphones to Samsung, both, globally and in India. CNBC-TV18’s Anuradha Sengupta met Nokia’s managing director D Shivakumar and got him talking on why its newest phone, its first in collaboration with Microsoft – the Lumia will be a game changer for the Finnish company.

    Q: What makes the Lumia a game changer?

    A: When we made this announcement most people thought it was a defensive kind of a move, but in the last nine months it has completely realigned the ecosystem in telecom. So it has been a big game changer, not just for Nokia, but for everybody out there in the ecosystem. Nokia is giving it’s very best in terms of promoting it, in terms of the look and feel of the product, in terms of what’s available on it and more importantly in terms of the local apps that we have in India for the Lumia 800 and 710.

    Q: Will the Lumia’s success be a make or break for Nokia’s future leadership position in the smartphone category?

    A: I would say making Nokia Lumia work is plan A. Plan B is making Nokia Lumia work.

    Q: I have been hearing statements that you have made a reaction to comments that when it came to this end of the market, the dual SIM card phone was a game changer and that is where you have admitted in interviews and conversations that it was a mistake, that Nokia did not cotton on to it. Why was this?

    A: The early signals we picked were more than three years ago and we didn’t even say dual SIM, we actually talked of triple SIM. We could see it coming. Technology is global in nature, especially in this category. No one country can give you sufficient volume to build your own variant because of 17 operators, because of the price war between the operators led to the concept of dual SIM, it was not seen in most other places.

    Doing a dual SIM phone for an operator buying anywhere else in the world would be like waving a red flag. It’s a host of factors. It has nothing to do with not reading the market or not seeing the consumer.

    Samsung ambushes Nokia in smartphone war [The Economic Times [India], Jan 2, 2011]

    In a packed theatre, scores of excited movie buffs sat through a long march of commercials patiently, but the organisers were dismayed. It was an exclusive premier of SRK-starrer Ra.One for mobile phone maker Nokia’s premium users at PVR Select City Walk mall in Delhi, but the advertisements that had been running for the previous few minutes were of Samsung mobile!

    That was in October. Two months later, when Nokia rolled out Lumia cabs in Bangalore as part of its biggest marketing drive in the country to promote its first Windows smartphone, Samsung brought out its own Omnia cab and stationed it outside the Lumia showroom for a few days.

    Analysts call it ambush marketing, Samsung says it’s not. Whatever, but the cut-throat competition between the country’s top two mobile handset players looks like the old Cola War between Coca-Cola and PepsiCo and refreshes memories of Pepsi’s ‘Nothing official about it’ campaign during the 1996 cricket World Cup that introduced the concept of ambush marketing in India.

    “We do not acknowledge, react or engage in ambush marketing,” a Nokia spokesperson says. “We believe in responsible marketing, where we will disclose more than what is required to our consumers, as we did in the case of the minor software glitch in Lumia 800.”

    Samsung denies ambushing Nokia, and says both the examples were part of independent marketing initiatives. “We were running a media innovation in October for tablets wherein all screens at Ambience Mall PVR and Inox in Mumbai showed the ads,” a Samsung spokeswoman says.

    ALL IS FAIR IN LOVE & WAR

    Samsung has emerged the most aggressive mobile handset maker over the past couple of years. It pipped Apple as the world’s top smartphone player during the July-September quarter last year and in India, GfK data suggests Samsung may have already overtaken Nokia as the largest smartphone vendor in value terms, thanks to the rising popularity of its Google Android phones led by the Galaxy range.

    The marketing war in India has intensified after Nokia rolled out its first Windows-based smartphone, Lumia, last month. Samsung has started pushing its own Windows smartphone Omnia, launched more than a year ago, harder.

    An email comparing Lumia 800 and Omnia W features and concluding ‘Why donate 9,000 extra to Nokia’ is in circulation. While Samsung denies any connection with the mail, Nokia says ambush marketing is not about deriding the other brand. “Ambush marketing, if done in a creative manner, appeals to the consumers,” says a Nokia spokesperson. “It’s not a crude attack on the rival.”

    Some marketing experts believe Samsung is playing it smart. “Competition is all about being opportunistic and scoring a goal when the rival is least prepared. And that’s where Samsung has proved to be a better player,” says Saurabh Uboweja, director of brand consulting and design firm Brands of Desire.

    Even if customers think Samsung played the smart Alec, it won’t hurt the brand as the ambush creates the perception of a smart, witty and on-the-go brand, says Uboweja.

    “It’s much like the customers today who don’t feel guilty about pulling a leg or playing a prank on their peers,” he adds.

    RULES OF AMBUSH

    Former advertising professional and chick lit writer Anuja Chauhan says focused ambushing is better than rapid-fire ambushing. “It makes more sense to keep it (ambush) more informative and publicise it,” says Chauhan, who came up with the ‘Nothing official about it’ tagline for Pepsi in 1996.

    The aim of the ambush is to leverage the strength of the competitor. It has to be smart and not say derogatory things about the competitor, she says. An independent analyst says Samsung’s strategy won’t affect Nokia.

    “Even in a war, ambush is the recourse of an upstart, and not of the ruler,” says the analyst, requesting anonymity. “At best, ambush can be a tactical move. But it won’t hurt Nokia.”

    YLR Moorthi, professor (marketing), IIM-Bangalore, says ambush marketing somehow speaks of a company not confident of holding out in the open. “Samsung is a challenger in the mobile market in India. So, they might be seeking out opportunities to hurt Nokia,” he says.

    And it has managed to bridge the gap with Nokia considerably in the smartphone segment, which accounts for some 8% of the 213-million Indian handset market. According to latest IDC figures, Nokia accounted for 35.3% of all smartphone shipments in the country during the July-September quarter last year, followed by Samsung at 26%.

    In the overall mobile phone market, the market shares are 31.8% and 17.5%, respectively, for Nokia and Samsung. Deepak Kumar, research director (telecommunications & mobile phones) at IDC India, says the smartphone landscape in India will remain fluid for the next couple of quarters.

    The picture would start becoming clear in the second half of 2012, when the various operating system platforms would have mostly unfolded their plays across a variety of hardware,” says Kumar.

    Nokia to launch Windows-based Lumia in India today [The Times of India, Dec 16, 2011]

    Nokia has unleashed its biggest-ever marketing campaign in India for the launch of its Windows-based smartphone Lumia on Friday, so as to keep itself relevant in a market being swarmed by Google Android phones such as Samsung Galaxyrange.Called The Amazing Everyday, the campaign includes impromptu dance performance by a foreign troupe in Mumbai; a luxury helicopter ride for consumers in Bangalore, Hyderabad and Chennai; exclusive premiere for pre-bookers with tennis star Sania Mirza at Ambience Mall in Gurgaon late on Thursday; a mega musical event in Delhi on Friday, and toll exemption for more than 15,000 cars at DND Freeway connecting Delhi and Noida on Friday, among several others including aggressive advertisement across different media platforms, to connect with the young consumers across top cities.”It’s a gamechanger for us,” says Nokia India Marketing Director Viral Oza. “We have redefined what we mean to the consumers.” Analysts call it a desperate attempt to reclaim ground in the smartphone market. “Nokia is desperate to make Lumia work,” says Saurabh Uboweja, director of brand consulting and design firm Brands of Desire.”If Lumia flops, Nokia is likely to become conservative in marketing.” Lumia is Nokia’s first serious offering in smartphones comparable to Apple iPhone and top Android phones of Samsung, HTC and Motorola. And the Finnish firm, which still dominates the Indian handset market with a 30% share, is leaving no stone unturned in its bid to make Lumia a success.Apart from an extensive experiential marketing, the handset major rolled out an internal campaign for its employees from December 12-16. So, it was WOW Monday for Nokia staff, who discovered a giant life-size Lumia in office and were asked to tap on it to get gifts such as chocolates, laptop stickers and Rubik cubes.On Kinetic Tuesday, scooties were placed around office for employees to have fun rides; on Surprise Wednesday, employees went around office hunting for magic boxes; and they put on their dancing shoes on Foottapping Thursday.On Friday, the officewill remain closed and all employees will be in the market to attend the big launch events. Abhishek Chauhan, senior consultant (ICT practice) at Frost & Sullivan, says Nokia’s first Windows-based smartphone will get a momentum from the extensive marketing campaign.”But the momentum can be sustained only if the product works,” he says. And, not many experts see Lumia as a game changer. “Lumia might pose serious competition, but it’s definitely not a game changer,” says Uboweja of Brands of Desire.”There is nothing so exciting in the product that is way beyond or different from other smartphones.” Experts are particularly critical of Nokia’s decision to use only Symbian and Windows platforms for its phones, and leave the world’s most popular Android OS out.This is the first product under the Nokia-Microsoft partnership and the stakes are high for Nokia. “Nokia may get the knockout punch if Lumia fails to inspire consumer imagination,” says Uboweja.

    India Handset Shipments, Vendor Market Share, Strategies and Key Trends Q3’2011 [Research and Markets report release announcement, Jan 4, 2012]

    This report provides an in-depth assessment of handset shipments, vendor market share, strategies and key trends in Q3’2011 for the mobile handsets industry in India. Mobile handset shipments in India have been increasing and they were highest in 2010 with 146.93 million units. The shipments in 2011 are expected to reach all time high as the shipment for 3 quarters in 2011 is 125.32 million units. By the end of Q4’2011, a yearly figure of 162 million units is expected.

    India has been one of the major players in the Asia Pacific handset shipments and since 2009 India has been able to capture more than 20% of the overall Asia Pacific shipments, with a market share of over There has been quarter on quarter growth in the handset shipments in India barring a few exceptions in two quarters.

    Local manufacturing has been very beneficial for mobile handset makers in India and many Indian players are manufacturing the product locally. All the other players, who do not have the local manufacturing, are planning to start the manufacturing to get away with the problems of currency exchange rates and supply side spikes.

    Nokia has been the top player in the Indian mobile handset market and it has achieved a market share of 29.44% in 2011 for all the three quarters. Nokia has been losing its share to new entrants and local players in the Indian market. Samsung is coming strongly and it is in the second place with 14.34% market share. The share of Samsung is up by 14.63% from 2010. Though all the players are trying to gain market share but still Nokia is way above all of them and it will take a long time before anyone else can take the lead position. Local playersMicromax, Maxx, Lava and Videocon are gaining market share and most of them have launched low cost phones with features such as dual-SIM, long battery life etc. Local players also have the advantage of local manufacturing.

    Smartphone sales to double in 2012 [The Times of India, Jan 5, 2012]

    … smartphones are expected to double sales this year from nearly nine million units, and lead the growth in the segment.

    Smartphones have grown from a 2% share to 6% of the overall mobile market, estimated at 150 million units. Priced in the range Rs 6,000 to Rs 40,000, smartphones have witnessed a deep penetration not only among business executives, but also among youth for on-the-go entertainment and functional use.

    “Smartphones and convergence devices like the Galaxy Note and tablets are showing a strong adoption in the market linked with the growing consumer need for staying connected with their friends /family /work, while being on the move as well as personalizing them by downloading applications”, says Ranjit Yadav, country head, Samsung Mobile & IT.

    Samsung, which has a portfolio of 13 smartphones across platforms, emerged as the leader with the largest value and volume market share in November.

    Factors which have spurred growth in these devices are affordability and availability across operating platforms – Windows, Android and bada. Industries are increasingly applying mobile services in banking, manufacturing, retail, hospitality and healthcare, while automotive, logistics and consumer goods companies are using them to streamline inventory management, track demand, and manage shelf space.

    The market dominated by Samsung, Nokia and RIM is expected to get more crowded with the entry of Chinese and other domestic companies this year.

    Shrinking capital investment in the worldwide LCD industry

    Updates: Samsung board approves LCD business spin-off [Feb 21, 2012]

    Samsung Electronics has announced that plans to spin off the company’s LCD display business have been approved by its board of directors. The new body will be 100%-held by Samsung, concentrating on developing future display technologies such as OLEDs.

    The display market is undergoing rapid chances with OLED panels expected to fast replace LCD panels to become the mainstream. Amid this structural change of the display industry, adopting measures for change and innovation, including business restructuring, are essential to improve our competitiveness for our display business,” Samsung said in a statement.

    The spin-off is scheduled to take effect on April 1, 2012, subject to approval by company shareholders, according to Samsung.

    Samsung indicated that running its LCD unit separately will also allow it to make investment and other business decisions efficiently, while strengthening its technological capability and competitiveness.

    Tentatively named Samsung Display Company, the new company will be built with paid-in capital of KRW750 billion (US$667.8 million), Samsung disclosed. Going forward, the entity will consider adopting various restructuring measures including a merger with Samsung Mobile Display (SMD) and S-LCD, Samsung indicated.

    Samsung’s display panel unit – including its LCD business and subsidiary SMD – reported KRW750 billion [US$667.8 million] in operating losses for 2011, while its other businesses stayed profitable. The firm saw its overall operating profits slip 6% to KRW16.25 trillion [US$14.5 billion] in 2011.

    Samsung also makes memory chips and mobile phones.

    Samsung to invest more into display technologies [Feb 15, 2012]

    Industry sources indicated that Samsung Electronics continues to expand its TV product lines and is aiming for smart TV shipments to reach 50 million units in 2012. In particular, Samsung may invest up to KRW6.6 trillion (US$5.9 billion) into LCD display products.

    LG also plans to introduce OLED TV products at the end of 2012. The market believes LG will adopt white OLED display technology.

    Industry sources noted that Samsung will likely focus on producing OLED TVs after merging Samsung Mobile Display into the group.

    Taiwan-based panel maker AU Optronics (AUO) also has OLED technology. However, the firm indicated that large-size OLED panels will only be produced in small amounts. The firm will focus its OLED technology towards small- and medium-size products such as smartphones and tablet PCs. AUO showcased a 32-inch OLED TV at the end of 2011.

    AUO added that yields from producing large-size OLED panels continues to be a problem. Currently, the price of OLED TVs is still quite high. Taiwan-based TV brands believe that low-priced models will continue to take over the TV market in 2012, hence it is unlikely for consumers to try out OLED TVs while the price is still high.

    China government reportedly plans to raise import tariffs for LCD panels [Feb 6, 2012]

    The China government plans to raise import tariffs for LCD panels by 3-5% in the second quarter of 2012 in order to safeguard the development of the domestic flat panel industry, according to industry sources.

    While acknowledging the speculation, most Taiwan-based panel makers stated that they have not heard any official announcement from the China government and expect the new tariff policy to become more clear in May.

    If the new tariffs are realized, China-based flat panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) will benefit from the adjustment as the two companies are ready to ramp up their output this year, the sources commented.

    The possibility is high for the China government to raise tariffs for LCD panels at a time when its 8.5G lines begin volume production and domestic 10G lines have gradually been established, Jason Hsuan, chairman of TPV Technology, said earlier.

    See also the updates as of January 4, 2012 in the ending part of this post.
    End of updates

    Digitimes Research: Samsung may cut LCD panel orders for Taiwan after Sony exit from S-LCD [Jan 2, 2012]

    Sony has been cooperating with Samsung Electronics on the TFT LCD business since 2004 when the Japan vendor was optimistic about the growth of the LCD TV market. Large-size panel makers in general were able to achieve gross margin of 20% and some even had 35% in the period between second-half 2003 and first-half 2004. This further hardened Sony’s determination to invest in large-size LCD TV panel production, forming a joint venture, S-LCD, with Samsung in April 2004.

    But the price of LCD TVs and related panels have been dropping rapidly and growth of the market is also slowing down. Accumulated loss for Sony’s TV business unit has reached JPY650 billion (US$8.4 billion) since 2003. Hence, lowering the cost of procuring panels and the cost of running S-LCD has become a priority.

    Due to the loss incurred by the TV business unit and the rising popularity of smartphones, Sony decided to buy back all shares of Sony Ericsson to expand its own smartphone department, but at the same time exit the cooperation in S-LCD. The departure from S-LCD can help Sony decrease losses and obtain a certain amount of cash.

    Taiwan firms have seen Japan vendors such as Sharp, Panasonic, Toshiba and Sony increase panel procurement and TV orders. Sony may now decrease the amount of panel procurement from Samsung, and rely even more on Taiwan suppliers. As for Samsung, it is possible that it may move one of S-LCD’s 8.5G production lines to Suzhou, China to avoid tariffs.

    Samsung is the world’s largest LCD TV vendor. In 2011, about 40% of its TVs used LCD panels from AU Optronics (AUO) or Chimei Innolux (CMI). So once Sony decreases the amount of panel procurement from Samsung, it is predictable that Samsung will decrease the number of panels procured from Taiwan-based panel makers. Therefore, Sony’s exit of S-LCD cooperation is not completely beneficial to Taiwan-based firms.

    Reinvent the display–again [Dec 27, 2011]

    By Mary Lou Jepsen, Founder and CEO, Pixel Qi (as told to Barb Darrow)

    Mary Lou Jepsen could be called the queen of screens. Her pioneering work on computer displays took her from graduate studies in holography at MIT and optical science at Brown to MicroDisplay to Intel to One Laptop Per Child. Today, she is the founder and CEO of PixelQI, where she works on creating energy-stingy, bright, and lightweight screens for laptops and smaller devices, including phones. In her view, the screens are not an after thought, they are key to the user experience.

    The LCD industry is in meltdown. The losses are huge and have been for the last five years or so. It’s unclear how some of the large companies are going to make it through.

    The recession’s different in the hardware industry. I think it’s much worse today than in 2008 and early 2009. For the tier one companies, it’s not about the hardware anymore. It’s abouthardware, software, content. And content suppliers are king right now. A lot of the hardware suppliers won’t survive unless they restructure. It’s a bit like the airline industry. Many of the airlines we fly are bankrupt. We’re dealing with that kind of scenario. They all make the same products and compete on price. You can only do that for a number of years before the consequences get worse and worse. E-ink stands alone, as a category that is doing relatively well.

    In 2011, it became apparent to the executives that they need to do something different. That made our life easier at PixelQI. Now we can get into the factories. Before it was a struggle, with us trying to say, “We know more about designing an LCD than you do.” They’d look at us and say, “How many people are you? We’ve got 50,000 people. Where’s your fab? How many engineers do you have?” For me to say, “Well, my engineers have Ph.D.s from MIT and Stanford” — they don’t care about that.

    Over the course of our company’s life, we’ve shipped three million units, including the One Laptop Per Child units. No one’s ever done that before for a novel display company. It usually takes decades. We’ve shown our stuff can be mass-produced in volume and deal with the price structure inside existing factories.

    We may move into the cell phone space next year, but for that we need to demonstrate volume in multiple fabs, because the volume in cell phones is so large.

    One challenge for next year is whether the industry, our customers, find an interesting tablet that isn’t just like the iPad but cheaper. Certainly Amazon is making a go of it. The competitive landscape has been tough on our big customers, the ones in Best Buy who compete with Apple. There are a lot of products that haven’t made it.

    We’re also working on some displays that will be rollable, flexible, put anywhere displays, and look better than OLED and don’t need power cables or data cables. That’s pretty cool, because then you can solve some problems in portable computing. With rollable displays you can look at more data. You can write notes in one area and view things in other areas. Digital signage needs it. TV needs it.

    LCD is a bit like low-end DRAM these days and it doesn’t have to be. There’s so much more we can do to use it like we use DCMOS. With what we’re doing, we’ll show you that you don’t need batteries. Or it might be more like a watch where you might change a small battery.

    I’ve also been thinking about the way we perceive images. When you see something really striking, it feels like it’s burnt on your retina. There’s some data that suggests that it kind of is. Not the retina exactly, but right behind it, on the LGN [lateral geniculate nucleus]. There’s research that shows that it’s possible to extract that information, suck it out. Two thirds of our brainpower is allocated to processing visual images. What are they? Do they look like what we think they are? Can we get those out to people? How will communication change? Will it be better, worse? Will it shock people? In the ultimate future of display technology, there is no display. We will communicate with images that are in our minds already.

    Mary Lou Jepsen of Pixel Qi at TEDxTaipei [May 9, 2011]

    You have to consider, while it has been 23 months ago that I [i.e. Charbax] published my first Pixel Qi interviews from Taiwan (2), (3), (4), (5), (6), (7), (8), (9), (10), (11), (12), (13), (14) while that might sound like a long time, in the display industry, 2 years is peanuts. Things move rather slowly there. Since then, there has been an economic crisis and a sort of re-focus from netbooks to tablets, although netbooks have sold more than 100 million units in 3 years, the display investments are focused on tablets. The display business can be considered to be the worlds biggest non-profit industry, the 5 biggest LCD makers who produce 90% of the worlds LCDs, produce for $120 Billion in screens every year but can only make small profit margins out of that because of the strong competition and the large volumes shipped. Those companies that produce the worlds LCD screens have very high costs, very high risks, little flexibility. Let’s hope Pixel Qi has amply well convinced the big LCD makers like Quanta, CPT, Chi Mei, Samsung, LG, Sharp, Sony, Foxconn, let’s hope that they have all signed with Pixel Qi and that they are all right now in the process of tuning the mass manufacture of millions of these screens for all the worlds upcoming Chrome OS notebooks, ARM Powered Macbooks, Kindle4s, iPad3s, a solution for using the interactive UIs of Android on all the worlds e-readers. It would also be nice to double the battery runtime and improve outdoor readability on all the worlds Smartphones using Pixel Qi.

    More information:
    Pixel Qi’s first big name device manufacturing partner is the extremely ambitious ZTE [Feb 15, 2011]
    Pixel Qi’s second investment round concluded by the 3M investment [Sept 19, 2011]
    Reflectivity/Sunlight readability category of posts on this blog (14)

    Anticipated Tablet Growth Alters TFT LCD Manufacturing Strategies, NPD DisplaySearch Reports [Dec 13, 2011]

    In response to falling large-area TFT LCD panel prices in 2011, panel makers have minimized their 2H’11 production, but preparation for 2012 models and gradual clearing of supply chain inventories are encouraging panel makers to take a more positive stance in their production strategies. According to the NPD DisplaySearch Quarterly Large-Area Production Strategy Report, global TFT LCD glass input peaked in Q2’11, achieving a record 42.1 million square meters, but then fell to 36.5 million square meters in Q3’11, and is expected to reach 37.8 million square meters in Q4’11.  

    In Q1’12, panel makers are expecting to increase glass input by 5%, to 39.8 million square meters. The forecast capacity utilization is 77% in Q1’12, which is 7% higher than previously expected. This is partly based on expectations that prices have bottomed out in this cycle. Also, panel makers are planning for new models, such as larger size multi-function monitor panels, ultra-slim notebook PC panels, new TV panel sizes including 39”W, 43”W, 48”W and 50”W with cost effective CCFL and LED backlights, and slim bezels. However, with 2012 market demand still unclear, panel makers foresee the possibility of adjusting capacity utilization again in Q1’12.

    Table 1: Global TFT LCD Glass Input by Application (Million m²/Quarter)

    Application
    Q1’11
    Q2’11
    Q3’11
    Q4’11
    Q1’12
    LCD Monitor
    7.9
    9.2
    7.8
    7.5
    8.1
    LCD TV
    22.8
    25.4
    21.6
    23.3
    24.4
    Notebook PC
    3.7
    4.3
    4.0
    3.9
    4.0
    Tablet/Mini-Note PC
    0.7
    1.0
    1.1
    1.2
    1.4
    Small/Medium
    2.0
    2.0
    1.9
    1.8
    1.9
    Others
    0.1
    0.2
    0.1
    0.1
    0.1
    Total
    37.2
    42.1
    36.5
    37.8
    39.8

    Source: NPD DisplaySearch Quarterly Large-Area Production Strategy Report

    According to Shawn Lee, Senior Analyst for NPD DisplaySearch, “Increasing production does not necessarily increase shipments, as panel prices are close to cash costs in many cases. However, improved inventory and price outlooks, as well as the launch of new panel models, are leading panel makers to be more optimistic.” Lee added, “Other factors leading to the increased production forecast include the need to increase utilization rates in order to cover depreciation costs, and the fact that new panel producers in China are starting to ramp up their fabs, contributing to the increased input. Lee concluded, “After a long oversupply period, panel makers are still cautious about glass input and utilization rates, and they do not plan to increase utilization to more than 80% in Q1’12.”

    Tablet Panel Production on the Rise, While Mini-Notes Slide

    In mobile PC applications, panel makers plan to decrease production of mini-note PC panels while increasing production of tablet PC panels, with area production of tablet PC panels expected to double from Q1’11 to Q2’11. Panel makers are also reshaping their tablet PC panel production strategies, with Sharp using its Gen 8 fab to produce tablet PC panels with oxide TFT backplanes, and Samsung, LG Display, and Sharp producing tablet PC panels with more than 200 pixels per inch.

    Other panel makers, including AUO, Chimei Innolux, BOE, CPT and HannStar, are planning to apply more production resources to tablet PC panels in 2012. Although Gen 5 and smaller fabs will mainly produce mini-note and tablet PC panels, more than half of these will be produced in Gen 6 and Gen 8 starting in Q1’12.

    Table 2: TFT LCD Glass Input for Mini-Note and Tablet PC by Generation (Million m²/Month) [emphasis in red is mine]

    Generation Fab
    Q1’11
    Q2’11
    Q3’11
    Q4’11
    Q1’12
    Gen3.5
    10.8%
    13.0%
    8.1%
    5.9%
    0.1%
    Gen4
    1.4%
    0.4%
    0.1%
    0%
    0%
    Gen5
    83.9%
    83.9%
    74.1%
    57.1%
    49.4%
    Gen6
    3.2%
    3.2%
    17.7%
    16.8%
    10.1%
    Gen8
    0.7%
    0.7%
    0%
    20.3%
    40.5%

    Source: NPD DisplaySearch Quarterly Large-Area Production Strategy Report

    The NPD DisplaySearch Quarterly Large-Area Production Strategy Report offers the industry’s most complete view of large-area panel production by analyzing panel makers’ quarterly production plans. Subscribers receive production plans by application in different generation fabs, with granular detail down to the size by aspect ratio and by country. With 100% coverage of panel makers, the Quarterly Large-Area Production Strategy Report provides reliable information and insight needed to evaluate production strategies, understand current capacity, spot key supply trends before it is too late and manage inventory. Please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional NPD DisplaySearch office in China, Japan, Korea or Taiwan for more information.

    About NPD DisplaySearch
    Since 1996, NPD DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. NPD DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge and resources. In collaboration with The NPD Group, its parent company, NPD DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on NPD DisplaySearch analysts, reports and industry events, visit us at www.displaysearch.com. Read our blog at www.displaysearchblog.com and follow us on Twitter at @DisplaySearch.

    About The NPD Group, Inc.
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    Low Temperature Polysilicon and IGZO Production Forecast to Skyrocket 150% in 2012 [Dec 19, 2011]

    Adoption of High Mobility TFT LCD Backplanes in the iPhone and iPad Create a New Paradigm in FPD Manufacturing

    Santa Clara, California, December 19, 2011—The explosive growth of smart phones and tablets has made high performance TFT technologies, particularly LTPS (low temperature polysilicon) and IGZO (indium gallium zinc oxide), critical to production of the high resolution displays used by these devices. These TFT technologies employ high mobility semiconductor materials, which allow panel manufacturers to shrink TFT dimensions and increase light transmission. LCDs with greater than 230 ppi (pixels per inch) resolution, such as Apple’s Retina Display, are enabled by high transmission because it minimizes power consumption, allowing mobile devices to run longer without recharging.

    According to the NPD DisplaySearch TFT LCD Process Roadmap Report, high mobility backplane production is forecast to grow 150% from 5.6 million square meters in 2011 to 14.1 million square meters in 2012. Drivers for this tremendous growth include multiple Gen 5 and larger LTPS fabs starting production in 2012, as well as expected IGZO production on existing lines by Sharp, LG Display and Samsung.

    Figure 1: Manufacturing Capacity Devoted to High Resolution Backplane Production

    Source: NPD DisplaySearch TFT LCD Process Roadmap Report

    Smart phones, tablets and cost reduction are expected to be the key drivers pushing the FPD industry in 2012,” stated Charles Annis, NPD DisplaySearch Vice President of Manufacturing Research. “With FPD profitability under extreme pressure, LCD makers are focusing development efforts on rapidly-growing mobile segments and a wide array of cost reduction strategies. Because of this, high mobility backplanes, optical alignment, high resolution lithography and advanced LC modes are expected to be some of the most important manufacturing technology trends over the next year.”

    All of these technologies target increasing panel transmission. With only about 4-9% of illumination generated by LCD backlights making it to the front of screen, very powerful light sources are required to meet LCD brightness specifications. In addition, backlight units are the single most expensive components in large-area LCD modules. Thus, by increasing transmission, panel makers can trade off power consumption and costs.

    “However, a lot of know-how and proprietary technology are required to successfully increase transmission without sacrificing yield. Panel makers and their suppliers are racing to create competitive advantages through manufacturing technologies to increase profitability in 2012,” Annis added. “Any technology, such as IGZO, that may simultaneously lower costs while improving performance offers a double competitive advantage to panel makers, and potentially can create a new standard in FPD manufacturing.”

    The new NPD DisplaySearch TFT LCD Process Roadmap Report offers a unique and unprecedented guide to these rapidly evolving FPD manufacturing technologies. The report provides technical discussions, process flows, production status by maker, adoption forecasts for 57 technologies and analysis of benefits, opportunities, negatives and challenges. Additionally, LCD cost and performance specifications for manufacturing technologies are projected through 2016.

    For more information about the new NPD DisplaySearch TFT LCD Process Roadmap Report please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan for more information.

    Apple to utilize IGZO panels for its new products [Dec 30, 2011]

    Apple is expected to push forward the adoption of IGZO (indium gallium zinc oxide) flat panels, instead of IPS (in-plane switching) panels used currently, for its next-generation mobile display products, according to sources in Apple’s supply chain.

    Starting with the new iPads, Apple will utilize IGZO panels from Sharp in order to upgrade the display resolution of the new tablets to full HD level, the sources indicated.

    To enter the supply chain of iPads, Sharp has switched some of its capacity for large-size panels to the production of small-size panels for smartphones and tablet PCs, said the sources, adding that Sharp will also continue to roll out its Galapagos tablet lineup in 2012 using IGZO panels.

    Most Taiwan-based flat panel makers are capable to produce IGZO panels, but the yield rates of such panels still remain a major concern for the makers, said the sources.

    Digitimes Research: iPad pricing to change tablet game [Jan 3, 2011]

    Market watchers have mostly expected Apple to follow its traditional pricing strategy for its next-generation tablet device, which is likely to start from US$499 with the present iPad 2 to drop to US$399. But if Apple releases two versions of the new iPad, as reported by Digitimes, the vendor’s pricing strategy may change.

    Sources from Apple’s supply chain have claimed that there will be two versions of the new iPad, one targeting the high-end segment and the other the mid-range. Digitimes Research believe the two new iPad models will both be equipped the A6 processor with high-end model coming with a high resolution panel (2048×1536) and the mid-tier model featuring the same grade of panel as iPad 2 (1024×768).

    With the existing iPad 2, the Apple tablet series may cover all price segments – from entry-level to high-end. Apple’s pricing strategy for its iPad series is crucial to the tablet market. It remains to be seen at what price level Apple will set its entry-level iPad. For Wi-Fi only models, US$299, US$349 or US$399 may all be possible.

    Currently, the non-Apple camp is maneuvering in the US$199-399 range. If Apple drops its iPad price to US$299, it could seriously affect the non-Apple camp’s pricing strategy and even Amazon’s Kindle could also be affected.

    Apple to unveil two versions of next-generation iPad in January, sources claim [Dec 29, 2011]

    Apple is set to unveil its next-generation iPad – which will come in two versions – at the iWorld scheduled for January 26, 2012, according to sources at its supply chain partners. The new models will join the existing iPad 2 to demonstrate Apple’s complete iPad series targeting the entry-level, mid-range and high-end market segments, the sources claimed.

    The iPad 2 will be competing directly with Amazon’s kindle Fire in the price-sensitive market segment, while the new models will focus on the mid-range and high-end segments respectively, the sources said.

    Apple officials declined to comment.

    Instead of the previously-rumored 7.85-inch, the upcoming iPad models will still feature 9.7-inch screens but come with QXGA resolution (1,536×2,048 pixels), the sources indicated. Dual-LED light bars are designed for the new iPads to strengthen the brightness of the panels, the sources added.

    Sharp will be the major panel supplier for Apple’s next-generation iPad series, while Samsung Electronics and LG Display are also responsible for a part of the orders, the sources said. Minebea, from which Sharp sources backlight units (BLUs), has accordingly entered the supply chain for the new iPads, the sources pointed out.

    Apple continues to contract Samsung to manufacture its quad-core A6 processors, which will be used in the next-generation iPads, the sources revealed. The existing iPad 2 is based on the dual-core A5.

    Samsung is also among the CMOS image sensor (CIS) suppliers for one of the versions of the new iPad that comes with a 5-megapixel lens, marking the Korea-based vendor’s first time to grab CIS orders from Apple, the sources noted. Sony is the other CIS supplier for the other model with a higher 8-megapixel lens, the sources added.

    In addition, Simplo Technology and Dynapack International Technology have both secured orders for batteries with a capacity of as high as 14,000 milliampere-hour (mAh) used in the new iPads, according to the sources.

    Updates:

    Chimei Innolux to Cut Capital Spending to NT$30B. in 2012 [Jan 4, 2011]

    Chimei Innolux Corp., the largest thin film transistor-liquid crystal display (TFT-LCD) panel manufacturer in Taiwan, plans to keep 2012 capital spending to under NT$30 billion (US$1 billion) compared to about NT$50 billion (US$1.67 billion) in 2011, according to CEO Tuan Hsing-chien.

    The panel maker aims to utilize its capital spending to develop new technologies, including IPS (In-Plane Switching).

    Chimei Innolux claims that all its businesses, including large-sized, small- and medium-sized and touch panels, will grow clearly in 2012, especially when the touch-panel shipments are forecast to increase 40%.

    Tuan stressed that Chimei Innolux`s system-integration (assembly) business unit will totally spin off in 2012. The company`s system assembly business once generated revenues of about NT$10 billion (US$333.3 million) per year, and now about NT$5 billion to NT$6 billion (US$166.7 million to US$200 million), with revenue expected to rise regardless in 2012.

    The CEO pointed out that the maker engaged in many basic works in 2011, including development of LED-backlighting and three-dimension (3D) panel products, as well as new TV-panel sizes as 39- and 50-inch. He added that Chimei Innolux`s shipments of small- and medium-sized panels will grow 20% to 30% in 2012, backed by added capacities of two of the company`s 4.5th-generation (4.5G) factories.

    Tuan said that the company will continue to accelerate the development of active matrix organic light-emit diode (AMOLED) panels, which are to be small-volume produced in the third quarter.

    Chimei Innolux to Supply Panels to 2nd-Gen. Kindle Fire [Dec 21, 2011]

    Chimei Innolux Corp., the largest maker of thin film transistor-liquid crystal display (TFT-LCD) panels in Taiwan, recently won Amazon`s order for panels used in its Kindle Fire second-generation tablet PCs.

    The company is already a panel supplier to Apple`s iPad 2, and the new order from Kindle Fire would further consolidate Chimei Innolux`s leading position in Taiwan in supplying tablet-use panels.

    Industry sources said that tablet-PC panel is one of a few panel models still generating profits now for panel suppliers, so the new order is expected to have positive effects on Chimei Innolux`s operation.

    The first-generation Kindle Fire was contract assembled by local Quanta Computer Inc. using panels supplied by Korean company LG Display and Taiwanese maker E Ink Holdings Inc. (formerly known as Prime View International Co., Ltd., who contracted local Chunghwa Picture Tubes, Ltd., or CPT to produce the panels).

    Hon Hai Group [i.e. Foxconn] of Taiwan reportedly won the contract-assembly order for the second-generation Kindle Fire, allowing its affiliate Chimei Innolux to supply the panels.

    Data compiled by market research firm iSuppli showed that Chimei Innolux ranked as the world`s No. 3 supplier of tablet-PC panels, trailing only LG Display and Samsung. With the new order from Amazon, Chimei Innolux`s market share is expected to rise further, industry sources said.

    Chimei-Innolux Plans to Sell Production Equipment to Brazil [Dec 19, 2011]

    Eike Batista, the richest person in Brazil, has reportedly planned to join hands with a Brazilian bank and Hon Hai Group in establishing an FPD (flat panel display) plant in Brazil by procuring existing 6th or 7.5G equipment from Chimei-Innolux at several tens of billions of NT dollar.

    The project, if materialized, will enable Hon Hai to expand its deployment, while helping Chimei-Innolux weather its financial plight.

    In response to the news, Chimei-Innolux reported yesterday (Dec. 18) that the company is evaluating related projects. Hon Hai failed to respond to the report. The Brazil side reportedly dispatched a delegation to Taiwan to study the feasibility of the project recently.

    Brazilian media revealed that Batista already signed an agreement with Brazilian bank BNDES and Hon Hai [i.e. Foxconn] for the project recently. Initial investment will top US$4 billion, including US$500 million from Batista and US$1.2 billion from BNDES. Hon Hai intends to provide technology, without contributing fund. The investors intend to purchase the existing production equipment of Chimei-Innolux.

    Chimei is considering selling its sixth- or 7.5th- generation plant to the project, with the former capable of turning out panels for use in tablet PC and TV and the latter mainly for the production of TV panels.

    Sixth-generation plant is not the mainstream equipment on the market but still worth several tens of billions of NT dollar. The sales will greatly alleviate the financial pressure for Chimei-Innox, which has suffered red inks for six quarters in a row and is having difficulty in obtaining syndicated banking loans.

    Brazil has a huge consumption market, with local sales of LCD TV topping 8 million units this year, for 40% growth. The country, however, doesn’t have FPD plants. Hon Hai, therefore, has planned to set up LCD TV production base in the country.

    Foxconn denies rumors of Chimei takeover [Dec 9, 2011]

    Foxconn, the world’s largest contract manufacturer of electronic products, has denied rumors that the companu is to play a larger role in Chimei Innolux’s operations after the Taiwanese flat panel maker’s chairman Frank Liao resigned Thursday.

    Chimei’s stocks were boosted this week on the rumor that Liao’s resignation signifies a personnel shakeup that could include more influence from stakeholder Foxconn. If Foxconn were to play a larger role in the company, their success in the technology manufacturing industry could help give Chimei Innolux an edge.

    Foxconn said the speculation about its future role at Chimei is just rumors and that Chimei Innolux will still be run by its own board.

    Foxconn also stressed that it is only a shareholder of the company, holding 11% of Chimei shares, fewer than Chimei Corporation‘s 13.57%. Of the 11% holdings, 2.9% are personal investments by Foxconn founder Terry Gou. Foxconn says Gou’s holding are separate from the company’s investments. Foxconn remains the second largest shareholder of Chimei Innolux after Chimei.

    Chimei Innolux to come under management of Foxconn [Dec 4, 2011]

    Chimei Innolux chairman Frank Liao, right, has resigned and may be succeeded by CEO Tuan Hsing-chien, left, or Foxconn founder Terry Gou.
    Chimei Innolux chairman Frank Liao, right, has resigned and may be succeeded by CEO Tuan Hsing-chien, left, or Foxconn founder Terry Gou.

    Electronics contract manufacturer Foxconn may gain full management rights over flat panel maker Chimei Innolux as chairman Frank Liao resigned for health reasons and vice chairman and CEO Tuan Hsing-chien stepped down from the board but remained as CEO on Saturday. Foxconn founder Terry Gou and Tuan are the most popular candidates to succeed Liao at the Taiwan-based company.

    There has been sepculation regarding the timing of Liao’s resignation. The flat panel maker has been struggling to secure a NT$40-$60 billion (US$1.3-$2 billion) consortium loan to save its faltering business, which has been blamed as the main cause of 74-year-old Liao’s deteriorating health.

    Chimei has also struggled to cope with corporate infighting since it merged with Innolux Display in 2010. The two companies have a very different corporate culture and their similar organizations have seen an overlap in each other’s authority, creating constant leadership fights. They have therefore not seen much benefit from the consolidation of the flat panel sector that Taiwan’s government has called for since 2008. The tensions between them were raised even higher recently as Chimei Innolux attempted to split up its touch screens and medium and small display departments.

    Liao’s resignation is widely viewed as signifying an end to Chimei’s influence over the company and the rise of a new leadership headed by Foxconn, where it is believed Terry Gou may take the helm himself.

    The Taiwan-based Foxconn is the world’s largest contract manufacturer of electronic products, which counts Apple among one of its biggest clients.

    LCD makers look to gain from growth in Chinese market [Dec 30, 2011]

    Taiwanese display panel manufacturers AU Optronics and Chimei Innolux have benefited from the growing sales of LCD TVs in the Chinese market, which looks set to continue expanding in the near future.

    Chimei has held the top spot in terms of market share in China for eight months straight, closely followed by AU. As of November, Chimei accounted for 30% of the Chinese market, while AU followed with 21.9%. South Korea-based LG and Samsung rounded out the top four, accounting for 21.7% and 20%, respectively. BOE, a Chinese brand, has also seen good performance in recent months, with a growth rate of 53% in November and market share of nearly 6%.

    According to a report by LCD market research firms WitsView and Eintell, total shipments for the six largest TV brands came to 4.2 million in November, a figure that was higher than previously expected and is estimated to rise in December. Display panels sales also saw a higher-than-expected growth rate — 32.9% — in November.

    WitsView also indicates that one of the important focuses for LCD makers next year will be TV size. Chimei will continue to develop and manufacture TVs of different sizes for the Chinese market, following its new 39-inch and 50-inch models. Samsung plans to produce 39-inch and 52-inch TVs.

    An official at WitsView said that although LCD sales had increased thanks to Black Friday in the United States, it is still not clear whether demand for TVs will match supply after Chinese New Year.

    Taiwan flat panel production value tops NT$1.39 trillion in 2011, says PIDA [Jan 2, 2012]

    The production value of TFT LCD panels produced by Taiwan flat panel makers totaled NT$1.39 trillion (US$45.89 billion) in 2011, including NT$797 billion for large-size panels and NT$241.8 billion for small- to medium-size panels, according to an estimate of the Taiwan Photonics Industry and Technology Development Association (PIDA).

    In terms of production volume, shipments of small- to medium-size panels reached 1.694 billion units for 2011, an increase of 21% from a year earlier, PIDA said.

    Chunghwa Picture Tubes (CPT) was the top vendor in the small- to medium-size panel segment with shipments totaling about 500 million units, accounting for a 30% share, PIDA added.

    Chimei Innolux (CMI) came in second in the same segment with shipments totaling 425 million units in 2011, accounting for a 26% share, down from 31% of a year earlier.

    HannStar Display‘s shipments of small- to medium-size panels soared 67% to 414 million units during the year, but shipments of small- and medium-size panels from AU Optronics (AUO) slid 14% to 190 million units in 2011.

    Shipments of small- to medium-size panels will continue to grow in 2012, since smart mobile devices will remain the mainstream products in the year and more low-priced smartphone will be rolled out, PIDA concluded.

    Chunghwa Picture to be Taiwan’s top maker of small and medium panels [Dec 29, 2011]

    Chunghwa Picture Tubes, Ltd. (CPT) will replace Chimei Innolux Corp. as Taiwan’s biggest maker of small and medium panels by the end of this year thanks to a shift in product mix, a Taipei-based industry association predicted Thursday.

    The Photonics Industry and Technology Development Association (PIDA) said that shipments of small and medium panels in Taiwan will amount to around 1.69 billion units in 2011, up 21 percent year-on-year from the 1.4 billion units recorded in 2010 in light of strong demand from the smartphone and tablet PC markets.

    Shipments of CPT’s small and medium panels in 2011 will increase by 42 percent from 352 million units last year to reach 500 million units, moving the Taoyuan-based company into the top spot in the market with a 30 percent share, the PIDA said.

    Last year, CPT took 25 percent share of the market and ranked the second-largest vendor behind Chimei Innolux, according to the association.

    CPT’s huge growth can be attributed to a transformation of its Generation 6 plant to produce high-end small and medium panels for smartphones, the PIDA said.

    CPT Steps into Smartphone Panel Biz [Nov 2, 2011]

    Chunghwa Picture Tubes, Ltd. (CPT), a major thin film transistor-liquid crystal display (TFT-LCD) panel manufacturer in Taiwan, recently announced to venture into the cellphone-display panel field, claiming also to utilize a sixth-generation (6G) production line to produce projected capacitive touch panels.

    CPT said that it had modified a 4.5G production line specially for production of capacitor touch panels and 0.3T glass. To meet strong demand, the company has been aggressively adjusting product mix and upgrading technological capability, having successfully developed 3.5-inch panels for smartphone application and will begin mass production of such product at its 6G line in November.

    CPT also aims to produce over-4-inch WVGA (400×800 and 400×864) smartphone panels, expecting to complete the project by year-end.

    According to the panel manufacturer, it has been raising shipment of small- and medium-sized panels, hence successfully evading impacts from oversupply in the third quarter by shipping less TV and consumer-electronics panels. In the fourth quarter, CPT`s area of small and medium panels shipped is expected to rise to 70% to 80%, helping to improve profitability.

    In the third quarter, CPT shipped 137 million small- and medium-sized panels, a record quarterly high, as well as a 22.8% quarter-on-quarter (QoQ) and 35.3% year-on-year (YoY) increase, with such shipments accounting for 60% of CPT`s total shipments during the period.

    In the first three quarters, CPT shipped 346 million small- and medium-sized panels, up 41.2% YoY, and is expected to ship some 500 million such products this year.

    China’s flat-panel queen calls for further industry cooperation [Jan 3, 2012]

    Bai Weimin, vice president of the China Video Industry Association. (File Photo/Yen Chien-lung)
    Bai Weimin, vice president of the China Video Industry Association. (File Photo/Yen Chien-lung)

    Taiwan’s flat-panel sector should further its cooperation with China so that both sides of the Taiwan Strait can jointly establish industry standards for smart televisions, tablet computers and next-generation AMOLED display technology, says Bai Weimin, vice president of the China Video Industry Association.

    In an interview with our Chinese-language sister newspaper Want Daily, Bai, who has been dubbed “China’s flat-panel queen,” said there was a large gap between the number of flat panels supplied by Chinese manufacturers and annual demand in the mainland market. China produced 100 million color televisions annually, while local manufacturers such as BOE could only supply over 20 million panels, Bai said.

    Therefore, Bai said she encourages Chinese companies to import flat panels from Taiwan. She expects procurement in 2012 to total US$4 billion, the same amount as last year.

    Last June, Bai announced a flat-panel procurement deal worth up to US$5.5 billion, when she visited Taiwan. It was difficult to implement nearly 80% of the deal towards the end, Bai said, given the poor market environment prevailing in western countries, the leading export market.

    Bai also said that China’s purchases of Taiwanese flat panels doubled between 2008 and 2010. The average size of panels had also increased from 2009’s 30.3 inches to an estimated 39.5 inches in 2011.

    Bai hopes that the Taiwanese government’s restrictions — only allowing flat-panel makers to adopt production technology one generation behind Taiwan’s in their Chinese operations — will be lifted soon.

    Furthermore, she said several Taiwanese flat-panel makers had established joint ventures with Chinese television manufacturers, such as AU Optronics‘ collaboration with Haier and TCL, and Chimei Innolux‘s venture with Hisense and Konka. These companies, along with six others, were also members of a task force set up in 2008 to promote the flat-panel display industry across the Taiwan Strait.

    Bai added that cross-strait cooperation should be further strengthened and should focus on improving post-sales service, standardization of technology, closer exchange and capital cooperation.

    Speaking of her forecast for the global television market, Bai said she expects global demand to fall between 220 million and 230 million units in 2012, while China will produce 120 million units. Although a great push was still required for Chinese television manufacturers to establish a global brand, Bai said, 70 million units produced in China would be sold overseas.

    The leading ClearBlack display technology from Nokia

    For better brightness, contrast and outdoor visibility In-Plane Switching (IPS) type LCD and AMOLED display panels are typically used. Nokia made a significant enhancement of both.

    First in September 14, 2010 with the announcement of its ClearBlack technology “for improved outdoor visibility” with AMOLED displays in the new Nokia C6-01 and E7 smartphones. The AMOLED ClearBlack display variant used a year later in Nokia N9 “beat the Super AMOLED Plus of Samsung Galaxy S II in sunlight, and was almost exactly the same quality indoors” (see the below 3d party review). The later Lumia 800 has the same type of display as well as the earlier Nokia 700.

    Next application of ClearBlack technology came in August 24, 2011 with the announcement of Nokia 701 having an IPS type LCD ClearBlack display. It got the “brightest screen on a mobile phone to date” title from its predecessor Nokia E7, moving even more ahead of the Apple iPhone 4 and Samsung Galaxy S II in that regard. And later came two other models with IPS type LCD ClearBlack displays: Nokia 603 and Lumia 710.

    So Nokia with it ClearBlack enhancement has now a clear lead in display technologies. Below you can find more details about all that, including a technical explanation of the ClearBlack enhancement approach from Nokia itself. Plenty of evidence is given first by independent third parties testing the current flagships from Nokia against their rivals, then all kind of explanation materials are included from Nokia, and an interview with Nokia developers of ClearBlack as well.

    UpdateTablet and Smartphone Displays Under Bright Ambient Lighting Shoot-Out [by DisplayMate]:

    – [For comparison the earlier one without Nokia ClearBlack Display technology]
    Master Photo Grid for Viewing on High Resolution Displays [Round 1] [March 3, 2012]

    • [Tablets] Apple iPad 2  –  Amazon Kindle Fire  –  Motorola Xoom  –  Samsung Galaxy Tab 10.1
    • [Smartphones] Apple iPhone 4  –  HTC Desire  –  Motorola Droid X  –  Samsung Galaxy S

    Master Photo Grid for Viewing on High Resolution Displays [Round 2] [May 8, 2012]

    • [Tablets] Apple iPad 2  –  Amazon Kindle Fire  –  Motorola Xoom  –  Samsung Galaxy Tab 10.1
    • [Smartphones] Apple iPhone 4  –  HTC Desire  –  Motorola Droid X  –  Nokia Lumia 900  –  Samsung Galaxy S

    The Master Photo Grid below includes Screen Shots from many of the Tablets and Smartphones in our Mobile Display Technology Shoot-Out article series. For more information on how Ambient Lighting affects the displays read the Results Highlights for Tablets or the Results Highlights for Smartphones. The visual results from the Screen Shots agree very well with the Lab measured DisplayMate Contrast Rating for High Ambient Light for Tablets and the Contrast Rating for High Ambient Light for Smartphones.

    The Winner:  The DisplayMate Contrast Rating for High Ambient Light for the displays ranges from a low of 15 (HTC Desire) to a high of 90 (Nokia Lumia 900). From both the Lab Measurements and the Screen Shot Viewing Tests (below) the top performing device for display viewability under Bright Ambient Lighting is the Nokia Lumia 900. This results from a combination of its high screen Brightness and low screen Reflectance, which Nokia calls ClearBlack technology.

    The Samsung Galaxy S and Apple iPhone 4 are tied for second place.

    The best Tablets all performed a notch below the Smartphones  –  the Samsung Galaxy Tab 10.1 was the leader, with the iPad 2 in second place. The new iPad (not included below) performs better than the iPad 2 and just behind the Galaxy Tab 10.1. The other Smartphones and Tablets performed well below these top models  –

    ALL manufacturers need to pay much more attention to their display performance in high Ambient Lighting because that is frequently how they are used. The highly touted and advertised display Contrast Ratio applies only to Absolute Darkness, which makes it pretty much irrelevant for mobile devices. Note that we plan on including the Lumia 900 in one of our upcoming Smartphone Shoot-Outs.

    CR HAL is the DisplayMate Contrast Rating for High Ambient Light  –  which is based on the measured Screen Brightness and Screen Reflectance.

    Update: The core products with ClearBlack technology [April 18, 2012]

    TFT with capacitive touch AMOLED with capacitive touch
    Nokia C6-01 (November, 2010): 3.2″, 16:9 nHD (640×360 pixels), 16.7 million colours
    Nokia E7 (February, 2011): 4″, 16:9 nHD (640 x 360 pixels), 16 million colours
    Nokia 701 (September, 2011): 3.5″, 16:9 nHD (640 x 360 pixels) IPS-LCD, 16 million colours; 160° viewing angle, Corning® Gorilla® Glass Nokia 700 (September, 2011): 3.2″, 16:9 nHD (640 x 360 pixels), 16 million colours
    Nokia 603 (November, 2011): 3.5″, 16:9 nHD (640 x 360 pixels), with IPS technology, 16.7 million colours; 160° viewing angle, 1000 nits brightness Nokia Lumia 800 (November, 2011): 3.7” WVGA, 800 x 480 pixels, 16 million colours, with pinch zoom, 2.5D curved glass seamlessly integrated to unibody (Windows Phone, manufactured by Compal Electronics)
    Nokia Lumia 710 (November, 2011): 3.7” WVGA, 800 x 480 pixels, 16 million colours, with pinch zoom (Windows Phone, manufactured by Compal Electronics) Nokia Lumia 900 (April, 2012): 4.3″ WVGA, 800 x 480 pixels, 16 million colours, with pinch zoom (Windows Phone, manufactured by Compal Electronics)
    Nokia 808 PureView (May, 2012):  4″, 16:9 nHD (640 x 360 pixels), 16.7 million colours, Corning® Gorilla® Glass, 2.5 D curved glass

    UpdateClear, black and super bright [Nokia Conversations, Feb 2, 2012]

    Being able to answer emails and access entertainment while you’re out and about is one of the greatest revolutions in work and leisure of the last 100 years.

    But the whole thing’s scuppered if the sun’s shining right on your screen and reflections mean you can’t see anything. In fact, the problem’s become worse in recent years as we’ve largely switched to full screen, touch-driven displays.

    Brighter displays are one part of a solution. And so we’ve pumped up the power and moved to improved display solutions in pursuit of a few extra nits.

    But making the screen brighter and brighter has a big drawback. Big, modern screens use up a lot more power than the 1.5-inch mono display on your old Nokia 3310. There comes a point where you’d be prepared for the screen to be a little dimmer if it meant you could get a couple more hours’ use out of your phone.

    So a second strand to improving outdoor usability needed to be devised. One that focused on reducing the reflectiveness of your screen. Anti-reflective coatings were introduced. But they don’t go quite far enough.

    That’s why Nokia created ClearBlack display.

    ClearBlack display uses a sequence of polarising layers to eliminate reflections.

    You have probably tried polarising sunglasses before now and so have a rough idea of how that works. If you look at a window or the surface of some water using polarising glasses, then they become more transparent – which is why they’re especially good for fishermen. The polariser cuts out reflected light.

    Polariser layers used in display solutions are bit more sophisticated than in sunglasses. Light rays actually get “processed” many times on its way in and out of your phones´s screen.

    Nokia polarisation_01
    Download the larger image from here.

    There’s both a linear polariser and retardation layers between the surface of your phone and the display. When light hits your screen, this is what happens:

    1. It hits the linear polariser, this vertically polarises the light. (Polarising means – roughly – aligning the wave vibration in a particular direction).
    2. Then it hits the circular polariser retardation layer. This converts the light again, making it right-circularly polarised.
    3. Then it hits the screen and bounces off it, switching the rotation of the light to leftist.
    4. It goes back through the retardation layer. When this happens, the light becomes horizontally polarised.
    5. Finally, it hits the linear polariser, since the light is horizontally polarised at this point it can be blocked entirely by this optical solution.

    So why doesn’t the light from your phone’s display get blocked? Because it only goes through the second half of this journey so the light is unpolarised when it hits the final filter and goes through.

    Nokia 701 with IPS type TFT LCD ClearBlack Display vs Apple iPhone 4 IPS type TFT LCD Display comparison [PhoneArena , Oct 1, 2011]

    PhoneArena examines the 1000 nits display on the Nokia 701 via an improvised outdoor comparison with the Apple iPhone 4 and the Samsung Galaxy S II, about which you can read on: Thousand points of light: the brightest mobile display to date on the Nokia 701 compared[Oct 1, 2011]

    Nokia 701 with IPS type TFT LCD ClearBlack Display vs Nokia 700 with AMOLED ClearBlack Display (Sept 19, 2011)

    More information about this new brightness record is in The technical excellence of the new Symbian range from Nokia [Oct 1, 2011] post on this blog.

    Nokia AMOLED ClearBlack Display [vs Super LCD] Sunlight Viewable Test on the Lumia 800 [minipcpro, Nov 23, 2011]

    Nokia ClearBlack http://www.netbooknews.com The promise of sunlight viewable AMOLEDs has been around for a year now, and if you put on a foil to get rid of the glossy display you actually have a decent shot of using it outdoors. Nokia has actually done something very similar with their ClearBlack Display which is an AMOLED display with a polarized filter on top. The polarizer removes undesired reflections which increases visual contrast to provide vibrant colors and blacker blacks. This enables the ClearBlack Display to be usable in brightly lit conditions.

    Information about the Lumia 800 phone used in this comparison see in the Nokia Lumia (Windows Phone 7) value proposition [Oct 26, 2011] post on this blog.

    The other phone used for comparison in this video is the HTC Mozart with its so called Super LCD by Sony Mobile Display, a technology which is quite close to the IPS LCD technology. HTC is using the same technology on its latest HTC Titan and Radar phones, as well as on a number of other phones (plus a number of additional ones since the specification HTC’s product site typically says nothing about the type of display like in the case of HTC Mozart).

    Super AMOLED Plus vs AMOLED ClearBlack Display [Videos From ZOMGitsCj.com, July 14, 2011]

    From http://www.ZOMGitsCJ.com/2011/07/15/ye-giant-samsung-galaxy-s-ii-review/ here’s a quick video comparison of the Super AMOLED Plus Display on the Samsung Galaxy S II vs the [AMOLED]Clearblack CBD display on the Nokia E7.

    Ye Giant Samsung Galaxy S II Review [ZOMGitsCJ.com, July 15, 2011]

    … To sum it up, the Super AMOLED screen on the SGS2 is pretty darn great, with great image quality, good viewing angles, good sunlight legibility and great energy efficiency. It’d be hard to fault the screen on the SGS2, and apart from Nokia’s [AMOLED] CBD screens, nothing else really comes close to it. …

    Here the “classic” ClearBlack, Nokia E7 is used for comparison. The “second generation” AMOLED ClearBlack displays of Nokia N9, Lumia 800 or Nokia 700 perform even better:

    First Impressions of the Nokia N9 [ZOMGitsCJ.com, Oct 14, 2011]


    What we liked:

    • The 3.9 Inch AMOLED ClearBlack curved display is gorgeous. I put it right up next to a Galaxy S2 (which I thought was the benchmark in mobile screen tech) and the N9 beat it in sunlight, and was almost exactly the same quality indoors (even better I’d say). Great viewing angles too.

    image

    Other information: Nokia N9 UX [?Swipe?] on MeeGo 1.2 Harmattan [June 24 – Oct 27, 2011]

    this new brightness record is in The technical excellence of the new Symbian range from Nokia [Oct 1, 2011] post on this blog.

    Details from Nokia

    ClearBlack Display, a vibrant differentiator [Nokia Conversations, Nov 15, 2011]

    Smartphones have grown up in recent years, going from mainly keyboard based phones to now having the entire front being dominated by large touch screens. We’ve also gone from resistive displays that had to be pressed significantly to register a press to capacitive displays that are much more of a joy to use.

    However, we can all agree on one thing: not all displays on touch screen phones are created the same. Here in Oregon, when the sun finally shines in the summer, we constantly battle screen glare that takes a good screen makes it unreadable in bright sunlight. Other complaints include poor colors, greyish-colored blacks and scratches taking away from the touch-screen experience.

    Enter the advantages of Nokia’s ClearBlack Display. This awesome feature is proudly featured on the Nokia Lumia 710 and 800, along with the recently released Nokia E7 and C6-01, and the Nokia N9. To me, the exciting part is that the Lumia 710 and 800 are the only Windows Phone devices that feature ClearBlack Displays and this feature will be noticed every time you show your phone off to someone – they’ll notice the vibrancy of the display, whether you’re showing it off outside or inside under bright fluorescent lights, ClearBlack Display looks spectacular, every time.

    What’s the story behind the magic of the ClearBlack Display?

    What ClearBlack Display provides

    Why integrate ClearBack display in these devices?  Nokia’s engineers looked at display-related issues and wanted to provide a solution that would yield vibrant colors, blacker blacks and high contrast but which wouldn’t compromise battery life significantly. ClearBlack Display is an innovative solution that solves many of the issues that plague touch screen phone users.

    Think about the last time you tried to use your phone outside, whether it was to post something on Facebook or navigate to a nearby location. To adequately see the screen, you likely had to tilt or shield the screen to see text or a map. To get around this, phone manufacturers have tried approaches such as increasing the display brightness, which helps, but also increases power consumption, affecting battery life. Mobile phone users have also bought antiglare screen protectors in an effort to cut down on glare.

    ClearBlack Display helps solve this issue while preserving image quality and and keeping blacks as dark as possible. Also, ClearBlack Display phones create an amazing color contrastthat makes your apps, videos and images pop off the screen in a stunning manner.

    So what is ClearBlack display? [nokia, Dec 1, 2010]

    ClearBlack ensures that the blacks you see really are just that — black — which in turn enhances the contrast of the display and makes the whole screen much easier to see. Read more: http://conversations.nokia.com/2010/11/04/so-what-is-clearblack-display/

    To help explain how the display works, let’s talk about touch screens themselves. The touch screen on your phone is actually a layered pancake of different elements. The facet that makes ClearBlack Display so effective is where one of the layers, called the polarizer, is placed. The polarizer is a circular layer that is effective at removing undesired reflections. Stamping out reflections means higher visual contrast, resulting in vibrant colors and blacker blacks.

    In ClearBlack Display phones, the polarizer is placed between the window and the touch sensor. The goal of this layers is to stack the optical performance with an air-gap solution. By putting the polarizer between the touch and display, engineers can block reflection from the captive sensor grid. To envision this, tilt a traditional touch screen phone in direct sunlight…see the grid of tiny dots?  That’s the capacitive sensor grid.

    Finally, when placing the polarizer in this position, light is diffused and reflection is minimized, resulting in a clearer display where all icons and colors contrast against one another. To see an example of the difference between a ClearBlack Display device, see the image below. On the left, a Nokia C6-01 with the polarizer is in place and on the right, a prototype C6-01 without ClearBlack Displayshows glare and reflection.

    ClearBlack Display and you

    The next time you’re outdoors, either looking up a map, showing off the photos from a weekend event or otherwise reading text on your phone, having a Nokia phone with ClearBlack Display will be of huge benefit.

    You will no longer have to squint and rotate your phone to read text or see an image because of this revolutionary new display technology from Nokia’s display engineers. Also, you won’t have to reach for your charger as often because of the battery friendliness this solution provides.

    So what is ClearBlack display? [Nokia Conversations, Nov 4, 2010]

    Nokia displays have never looked better

    imageIn the past, phones were largely measured and compared by a few factors: ease of use, signal strength and the quality of the calls. However, over the years, phones have become smarter and do more, and there are now other components on the phone that are starting to be used to measure their quality. Many of us would probably put the display towards the top of the list. The display’s quality, its brightness, the viewing angle, the ability to be read in all lighting conditions, are all important. So it’s no surprise that one of the big talking points for the new devices launched at Nokia World 2010 was a new technology known as ClearBlack display.

    ClearBlack display isn’t a completely new type of display technology like AMOLED. It’s actually a method to reduce reflections on the screen and improve visual image quality, especially outdoors. ClearBlack ensures that the blacks you see really are just that – black – which in turn enhances the contrast of the display and makes the whole screen much easier to see. This will be especially useful for apps like Ovi Maps, which are likely to be used outside. Also, sharing pictures or other items on-screen with others will be a lot easier due to the technology that enables excellent viewing angles.

    The effect of the ClearBlack display technology is similar to that produced by a pair of polarising sunglasses. If you look at a body of water on a sunny day without a pair of polarising glasses, it’s really hard to see anything below the surface, but with the glasses on, the reflections are eliminated and you can see underneath the surface. In the same way, without ClearBlack display, you see the reflections on the phone’s screen, but with it you see the image on the screen. However, unlike sunglasses, ClearBlack display improves the vividness of the colors: in fact, because the contrast is higher, they’ll seem more vivid.

    Another useful feature of this technology is also that the viewing angle of the device’s display is improved, so sharing pictures or other items on-screen will be a lot easier.

    Here’s a picture of the Nokia C6-01 with ClearBlack display, alongside an early prototype of the same device without it:

    Effectively, with ClearBlack display your device is able to provide a high quality image in any type of situation, indoors, outdoors, low-light and bright-light. ClearBlack display adjusts the brightness automatically to optimum level depending on the conditions you are in.

    Another advantage is that by improving the image quality, and reducing the need to turn up the brightness, you also reduce the energy needed to power the display, and hence reduce the battery drain compared to regular technology, and so your mobile device will last longer between charges. Of the new Symbian^3 phones, the Nokia C6-01, and the Nokia E7 both have the very latest ClearBlack display technology.

    Nokia E7 [Nokia Conversations, Nov 23, 2010]

    The forthcoming Nokia E7 is set to be the new communicator. It’s powered by the new Symbian OS, offers three homescreens and a QWERTY keyboard for super-fast typing. All cased within an anodised aluminium shell and real glass display.

    There’s a lot packed into this device. For starters there’s the 4 inch AMOLED capacitive touchscreen with Clear Black Display technology, which moves over to reveal the 4-row QWERTY keyboard. This makes it perfect for business use, and having Mail for Exchange, Quickoffice dynamic premium, F-Secure anti-theft for mobile and Adobe PDF reader preloaded means you’re able to make the Nokia E7 your own little portable office.

    With 16GB of built-in storage and USB On-The-Go, you’ll be able to take as many HD videos as you like using the 8-megapixel camera, edit them using the preloaded video-editing software and watch them back later by plugging the Nokia E7 directly into your TV using the HDMI-out on the phone.

    The Nokia E7 also comes with all the usual Ovi services, such as free navigation for life with Ovi Maps, Ovi Store for downloading apps or games and Ovi Music for downloading all your favourite bands.

    Nokia Lumia 800 – light fantastic [Nokia Conversations, Oct 26, 2011]

    … This is an amazing phone to hold in your hand. The polycarbonate body is all subtle curves topped with a bright AMOLED ClearBlack display [Nokia 700 also uses AMOLED, ClearBlack technology as well as Nokia N9 although in specifications AMOLED is only indicated and only the Australian N9 launch press release mentiones it] with toughened glass stretching to the sides of the phone. …

    Nokia 603 is Belle-issimo! [Nokia Conversations, Oct 13, 2011]

    … With a 3.5-inch ClearBlack display [the same TFT-LCD ClearBlack display with IPS technology as in the Nokia 701 and in the Lumia 710] under toughened glass to make sure your screen is visible even in bright sunlight, the Nokia 603 is versatile under any circumstances. The screen offers nHD resolution (640 x 360 pixels) and 16 million colours.  …

    The Nokia 701 screen outshines the rest [Nokia Conversations, Sept 28, 2011]

    image

    You don’t get to make the brightest touchscreen on the planet without being pretty, er, bright. So I pressed for an interview with Peter Nisula, head of the display and touch development team [more precisely: Senior Manager Display & Touch, Windows Phone Product Engineering at Nokia (since June 2011)] and Osku Sahlsten as Nokia 701 Display and Touch Project Manager [more precisely: Managing display development teams in Nokia. Responsibilities in display development, conceptual work and in technology projects.], to find out how Nokia managed to leave the rest of the world’s phones in the shade.

    Nokia Conversations.
    Creating a phone with the worlds brightest screen is great, but why do it?

    Peter Nisula.
    In honesty, there’s two answers to this question. The first answer is, well, why not? We’ve got the technology to do it. The second answer is that having a screen that’s super-bright means that when used outdoors, it’s even easier to see what’s displayed on the screen if it’s lit really, really well.

    The IPS type LCD with ClearBlack technology makes the bright parts of the display bright and the dark bits, especially the black colours, dark. This combination gives a really clear display for the user.

    NC.
    Doesn’t a super-bright display drain the battery of the phone quicker?

    PN.
    There is no significant impact on the battery life. We have performed studies in order to determine how people will use their phones on a daily basis. How long they spend on gaming, listening to music or even the simplest of tasks such as just standing at a bus stop typing a text message. With the information from studies we are able to decide the optimized settings for phone. All these things are considered when we make a phone.

    Although the screen of the Nokia 701 is the brightest screen on a smartphone, it’s not always cranked up to the highest level of luminance. As with most Nokia smartphones, there’s a built in ALS (ambient light sensor) that senses the light in the environment and adjusts the screen accordingly. If it’s dark, the phone turns down the screen brightness and the opposite happens if you’re in a really bright place.

    NC.
    How bright is this exactly?

    PN.
    The brightness – or luminance – is measured in what’s called nitsand the Nokia 701 screen has 1000 of them.

    NC.
    1000 nits huh? So, what does that mean? In real-life terms?

    PN.
    Well, think of it this way. 1000 nits is equivalent 3145 lux. Sunlight on an average day ranges from 32,000 to 100,000 lux, TV studios are lit at about 1000 lux and moonlight measures at 1 lux. So, it’s clearly not as bright as daylight but much brighter than moonlight. However it’s three times brighter than a TV studiomaking it very bright.

    Oh, and the max brightness of the Nokia 701 is more than double higher than the iPad, if that’s a good example?

    NC.
    Is this really the brightest smartphone screen to date? What do other phones measure up to?

    PN.
    We work with the major display manufacturers in the world and we know competition around, so we know the situation really well. We can bravely say this is the most brightest smartphone screen in the world.

    NC.
    Are there plans to introduce IPS type LCD screens to every Nokia smartphone?

    PN.
    IPS type LCD as a technology is giving certain advantages without doubts, but we need to see what technologies will be introduced to Nokia smartphones in the future. Of course, we’d love to have IPS type LCDs on all future Nokia smartphones. But we don’t know if that’s going to happen. We hope it will.

    If you’re still confused about some of the terminology used – and to be honest, it baffles us slightly, too – we’ve written a separate piece that explains all when it comes to nits and lux.

    Would you like a smartphone with the worlds brightest screen? Let us know your thoughts, in the comments below.

    Image credit: chadmiller

    Imagination Technologies becoming the multimedia IP leader for SoC vendors—Update: its outlook turning bleak

    Major update: MARKET REPORT: Chipping away at Imagination Technologies [This is Money, Oct 10, 2012]

    Smart investors said cheerio to British chip designer Imagination Technologies on increasing competition fears and the close was 47p or 9.35 per cent lower at 455.5p, or 37 per cent below the year’s high.

    In the dog-house since its US partner Texas Instruments last month said it was refocusing investment away from the smartphone and tablet market, the shares were yesterday hit by cautious comments from Credit Suisse.

    It warned that the threat of rival chip maker ARM Holdings (17p off at 578.5p) is growing and it is increasing its relevance as a competitor in the smartphone and tablet market. The broker went on to say that momentum for Imagination looks negative.

    Of its four key customers, Samsung this year moved to ARM graphics, Texas Instruments is exiting the wireless business, and MediaTek, could try ARM graphics in its smartphone chips as it already uses its graphics in feature phones and TV.

    The upshot is Credit Suisse rates the stock as underperform and sees 31 per cent downside. Liberum Capital recently advised clients to sell Imagination.

    It said the smartphone apps processor market is becoming increasingly dominated by five large players (Qualcomm, MediaTek, Apple, Intel and Samsung).

    With Imagination only having secured one of these, Apple, for the long run, the risks are on the downside.

    Major update Response to Credit Suisse note from Killik is: [Interactive Investor, Oct 11, 2012] >>> Killik &Co

    The Credit Suisse note, that was published yesterday, is a poor piece of research, containing inaccuracies, omissions and questionable opinions. For whatever reason the analyst was clearly determined to write a negative note and has done so.

    However, as is the way, the note has been picked up and Geoff Foster, the Market Reporter of the Daily Mail, in a trite article, leads with it this morning, and quotes the note as follows:

    “It said the smartphone apps processor market is becoming increasingly dominated by five large players (Qualcomm, MediaTek, Apple, Intel and Samsung). With Imagination only having secured one of these, Apple, for the long run, the risks are on the downside.”

    This is both wrong and questionable. All five companies listed are licencees and Apple and Intel are both significant shareholders.

    “MediaTek, could try ARM graphics in its smartphone chips as it already uses its graphics in feature phones and TV.“

    There is simply no justification for making this statement. MediaTek exclusively use IMG and have paid a significant sum of money to licence the next generation graphics technology from IMG, Series 6 the Rogue. This is just a mischievous remark. Indeed it is ARM who should be concerned as MediaTek have also licenced IMG’s Smart TV technology, this is a market that ARM stand to lose. Furthermore, the note fails to refer to the recent newsflow from MediaTek regarding their production of smartphone chips, which is hugely positive, making them a close second to Apple in the total number of chips shipping.

    The statement, in the note, that “Imagination has 100% market share in Apple versus an approximate 33% share in Android” is inaccurate as IMG have publicly claimed to have over 50% of the Android market and this has not been disputed.

    It is difficult to believe that the analyst, Justis McEvilly, has ever met the company. On the other hand Peel Hunt were there two weeks ago, the day after the TI news broke and stated “We then spent the morning with Imagination and came away convinced that the market opportunity for the company remains unchanged ….. Within graphics, IMG expects to open up the performance gap with its Series 6 processors, due to be in production in 2013. Longer term, IMG believes its raytracing technology will be significantly ahead – early versions of this were demo’d. Furthermore, GPUs are taking on increasing levels of non-graphics processing and Series 6 is optimised for this.”

    There is no references in the note to the superior performance of PowerVR and recent benchmark tests have demonstrated that the graphics in the iPhone5 are three times faster than the competition.

    Major update: this was the last glorious article with great and positive outlook published in The Independent of UK before the TI announcement (made on Sept 25 at TI’s investor conference), using the opportunity of iPhone 5 introduction:
    Hossein Yassaie: Meet the man with the big Imagination [Sept 21, 2012]

    The technology chief played a vital role in developing Apple’s new iPhone5 – but there is a lot more to come, he tells Gideon Spanier
    Few FTSE 100 bosses will be keener thanHossein Yassaie to follow today’s launch of Apple’s iPhone5 as it goes on sale in stores in America, Britain and seven other countries. As chief executive of Imagination Technologies, Mr Yassaie has played an integral role in the development of the iPhone, as his company designs the graphic-processor units that help to drive the dynamic display on the screen. And if iPhone5 turns out to be a record-breaker, as expected, Imagination will benefit in royalty revenues.
    Just don’t expect the self-effacing, Iranian-born boss of Imagination to talk about it. Over a relaxed lunch in a central London hotel, he politely bats away questions about Apple, his most celebrated client. He won’t even discuss whether he ever met Steve Jobs, although he concedes he enjoyed reading Walter Issacson’s biography of the late Apple founder.
    As Imagination’s chief executive for 14 years, Mr Yassaie knows it pays to be discreet, especially when Apple is one of its biggest shareholders, with a stake of almost 9 per cent.
    The fact that virtually all his clients demand discretion may be one of the reasons why Imagination isn’t as well known as it should be. Yet this FTSE 250-listed company, with ambitions to join the FTSE 100 in the next few years, is a rare British technology success story.
    Revenues rose 30 per cent to £127m last year as Imagination saw an increase in royalties from its chip and graphic designs, with pre-tax profits jumping 74 per cent to £28.5m.
    Mr Yassaie is convinced the best is yet to come, especially as graphic-processing technology improves. “There is no limit,” he says. “We still haven’t got to the point where graphics look like reality.”
    There are so many other opportunities as “the internet of things” becomes a reality, he explains. Virtually everything in our lives – from the TV set to the car, from central heating to healthcare – is becoming “smart” and connected to the mobile web.
    Imagination also owns the digital radio business Pure, which sells sets directly to consumers and gives another insight into our changing behaviour.
    Mr Yassaie says his aim for Imagination to enter the FTSE 100 – it is currently about 130th in size – is achievable. Key to that is his ambitious target of one billion in annual shipments of its chip and graphic technology by 2016.
    Growth depends in part on the wider macro-environment and Mr Yassaie certainly feels that Britain and, importantly, the Government, doesn’t rate our tech industry as much as it should. “Not everyone gets super- excited about electronics,” he says. “We want people to get involved like they are in art, music and acting. It would be good to have the same thing around technology.
    “Most people wouldn’t realise the huge number of companies that are shipping products with British technology – it’s good to make that known,” he adds, referring not only to Imagination but other companies such as FTSE 100 chip designer Arm.
    For Mr Yassaie, government can help both in terms of the economy and the wider eco-system. “I’m a great believer in reducing the deficit,” he says. “But I would certainly expect that once the recession is under control that there is more needed from the Government. Within the constraints that they have, they’re doing quite a lot, but I’ll always be asking for more.” Taper tax relief for staff who hold shares in Imagination for the long term is top of his wish list.
    Britain should also do much more to encourage young people to study computer science and electronics. Imagination, based in Kings Langley in Hertfordshire, looks to hire at least 100 graduate trainees a year so he wants UK universities to do more to produce world-class talent. “These guys need to be the best in the industry,” says Mr Yassaie, whose company employs more than 1,200 in offices including Bristol, Chepstow and Leeds as well as overseas.
    It’s not only government and schools but also parents that have a role to play: “I’d like to see kids being told by their parents that technology is cool and that they should go to university.”
    Mr Yassaie emphasises that he feels his own training – he studied electronic and electrical engineering at the University of Birmingham and has a PhD – was crucial. He thinks it’s “hard” for anyone who doesn’t have a technology background to head a company such as Imagination.
    The Imagination boss, who first came from Iran to Britain as an Anglophile student at the age of 18 in 1976, still clearly has the benefit of seeing his adopted country through the eyes of an outsider. He recalls with a smile how he first fell in love with the UK while reading English newspapers. “Everyone was telling me I should go to the US,” he says. “But I just developed this affection for England.”
    While he is a great champion of technology, he is also a believer in creativity and ideas. “Artists are very important in this industry – mathematical artists are really what they are.”
    The likeable Mr Yassaie also believes Imagination has a duty to be a good corporate citizen, and contrasts that with the behaviour of some other technology firms. “I hate all this tax- dodging nonsense,” he says. “I’m domiciled here. The company is domiciled here. We are a British company so we don’t take any steps to minimise our tax. We like to participate, we like to help universities, we like to see kids getting the right education.”
    He thinks the Government should crack down harder on corporate tax avoidance when revenues are diverted overseas: “I’m surprised that with all the clever people in Government they can’t come up with a scheme to beat that. I’m sure I could design a net without any holes.”
    Mr Yassaie’s passion for Britain extends to the Olympics which, he says, were even more a triumph than he expected, particularly the opening ceremony. “I always complain the UK should be more proud of its heritage and it was great to see that positivity. All we need to do is take that into every other area,” he says. “Technology will be the force that will help the recovery and that is where the action is.”
    The long queues expected outside Apple stores today are proof of that.

    Quotes from the post below (as a glimps of the content):

    • Update (Jan 12, 2012): … announces the first IP cores in its ground-breaking PowerVR Series6 GPU core family … Based on … the PowerVR Rogue architecture … first PowerVR Series6 cores, the G6200 and G6400, have two and four compute clusters … 20x or more of the performance of current generation GPU cores targeting comparable markets. … enabled by an architecture that is around 5x more efficient …  computing performance exceeding 100GFLOPS … and reaching the TFLOPS … range … driven by one of the world’s largest engineering teams dedicated to graphics processor development … PowerVR graphics technologies … over 90 licenses by leading semiconductor companies, … shipped in more than 600m devices to date. PowerVR Series6 … already … eight licensees, …. ST-Ericsson, Texas Instruments, Renesas Electronics and MediaTek. … fully compatible with Series5 and Series5XT PowerVR SGX GPUs …
    • Intel and Imagination lead the GPU market because of their dominance in PCs and smartphones, respectively. Combined, the two are projected to comprise 61.3% of the GPU Technology Mobile Serviceable Available Market in 2011. [In-Stat]
    • [but Intel Atom SoCs are mainly based on PowerVR — including Tunnel Creek and Stellarton for embedded market (exceptions: only the GMA3150 based ones shown below)]
    • PowerVR GPU technology for OpenGL, OpenGL ES, OpenCL, DirectX and other APIs is the de facto standard in embedded and mobile with over 500m devices shipped and 70% market share. [Imagination Technologies]
    • Enrich Your App: Advanced Visual Content & LocationPoint™ Advertising … NAVTEQ® map and content samples, including Enhanced 3D City Models … take full advantage of graphics acceleration using OpenGL ES2 to display 3D map and advanced visual guidance data in graphics-rich applications [via strategic partnership with NAVTEQ, a wholly-owned subsidiary of Nokia Corporation]
    • The [Nokia] N9 features the TI OMAP3630 core with POWERVR SGX enabling the high performance graphics capabilities of the UI and many applications available.

    Update: Imagination announces first PowerVR Series6 GPU cores [Imagination press release, June 10, 2012]

    International CES, Las Vegas, USA: Imagination Technologies, a leading multimedia and communication technologies company, announces the first IP cores in its ground-breaking PowerVR Series6 GPU core family.

    The PowerVR G6200 and G6400 GPU IP cores are the first in a growing family of PowerVR Series6 GPU cores.

    PowerVR Series6 sets a new benchmark for high performance, ultra-low power GPU cores, scalable for markets from mobile and tablet to high end gaming and computing.

    The innovative PowerVR Rogue architecture, on which Series6 is based, builds on the maturity and unrivalled success of the previous five generations of PowerVR GPUs. It enables Imagination’s partners to deliver amazing user experiences in devices from innovative ‘natural’ user interfaces to ultra-realistic gaming, as well as enabling new applications never before thought of from advanced content creation and image processing to sophisticated augmented reality and environment-aware solutions.

    Based on a scalable number of compute clusters the PowerVR Rogue architecture is designed to target the requirements of a growing range of demanding markets from mobile to the highest performance embedded graphics including smartphones, tablets, PC, console, automotive, DTV and more. Compute clusters are arrays of programmable computing elements that are designed to offer high performance and efficiency while minimising power and bandwidth requirements. The first PowerVR Series6 cores, the G6200 and G6400, have two and four compute clusters respectively.

    Delivering the best performance in both GFLOPS/mm2 and GFLOPS/mW, PowerVR Series6 GPUs can deliver 20x or more of the performance of current generation GPU cores targeting comparable markets. This is enabled by an architecture that is around 5x more efficient than previous generations.

    PowerVR Series6 GPU cores are designed to offer computing performance exceeding 100GFLOPS (gigaFLOPS) and reaching the TFLOPS (teraFLOPS) range enabling high-level graphics performance from mobile through to high-end compute and graphics solutions.

    The PowerVR Series6 family will deliver a significant portfolio of new technologies and features, including: an advanced scalable compute cluster architecture; high efficiency compression technology including lossless image and parameter compression and the widely respected PVRTC™ texture compression; an enhanced scheduling architecture; dedicated housekeeping processors; and a next generation Tile Based Deferred Rendering architecture. These features combine to produce a highly latency tolerant architecture that consumes the lowest memory bandwidth in the industry while delivering the best performance per mm2 and per mW.

    Says Hossein Yassaie, CEO, Imagination: “Based on our experience in shipping hundreds of millions of GPU cores, plus extensive market and customer feedback, we have been able to set a new standard in GPU architecture, particularly in the areas of power, bandwidth and efficiency – the key metrics by which GPUs are now judged. We are confident that with the Rogue architecture we have a very clear technology advantage and an exceptional roadmap for the PowerVR Series6 family which our partners can depend on.”

    Imagination believes that next generation devices, utilizing the extraordinary GPU performance that PowerVR Series6 delivers at optimal power levels, will change the landscape of software development as application developers start to realise the enormous parallel processing power available to them via Series6 GPU cores for both graphics and more generalised GPU Compute-based high performance computing tasks.

    All members of the Series6 family support all features of the latest graphics APIs including OpenGL ES ‘Halti’*, OpenGL 3.x/4.x, OpenCL 1.x and DirectX10 with certain family members extending their capabilities to full WHQL-compliant DirectX11.1 functionality.

    PowerVR GPU technology is driven by one of the world’s largest engineering teams dedicated to graphics processor development, complemented by the industry’s most mature and extensive ecosystem of dedicated third party developers, who have already created hundreds of thousands of apps optimised for PowerVR enabled devices to date.

    Imagination’s PowerVR graphics technologies are the de facto standard for mobile and embedded graphics, with over 90 licenses by leading semiconductor companies, and have shipped in more than 600m devices to date. PowerVR Series6 has already secured eight licensees, and been delivered to multiple lead partners. Among the PowerVR Series6 partners announced so far are ST-Ericsson, Texas Instruments, Renesas Electronics and MediaTek.

    PowerVR Series6 GPU cores are available for licensing now.

    PowerVR Series6 GPUs are fully compatible with Series5 and Series5XT PowerVR SGX GPUs and complement the existing Series5/5XT families of PowerVR GPUs, which continue to accelerate in terms of design-wins and new deployments, including many designs using the multi-processing (MP) core variants of the Series5XT family.

    Editor’s Note

    * Product is based on a provisional Khronos Specification, which may change before final release. Current specification status can be found at www.khronos.org

    About Imagination Technologies
    Imagination Technologies (LSE:IMG) is a global leader in multimedia and communications technologies. It creates and licenses market-leading IP (intellectual property) cores for graphics & video processing; multi-threaded general & DSP processors; multi-standard communications and connectivity; and video and voice over IP and VoLTE solutions. Target markets includemobile phones, handheld multimedia, home electronics, computing, automotive, and emerging markets such as healthcare, security and smart power.Imagination’s IP is licensed by many leading semiconductor and consumer electronics companies and supported by extensive developer and middleware ecosystems. Imagination has corporate headquarters in the United Kingdom and offices worldwide. See: www.imgtec.com.

    Related information on “Experiencing the Cloud”:
    TI’s OMAP4460 in Samsung GALAXY Nexus with Android 4.0 [Oct 21, 2011]
    Nokia N9 UX [?Swipe?] on MeeGo 1.2 Harmattan [June 24 – Oct 27, 2011]
    ST-Ericsson NovaThor SoCs for future Windows Phones from Nokia [Nov 3 – Nov 28, 2011]
    NVIDIA Tegra 3 and ASUS Eee Pad Transformer Prime [Nov 10 – Dec 2, 2011]
    Qualcomm Snapdragon SoCs with a new way of easy identification [Aug 4 – Nov 16, 2011]
    Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17 – June 7, 2011]

    image

    Qualcomm becomes Imagination Technologies licensee [EE Times, Dec 14, 2011]

    Qualcomm Inc. has become a new Imagination Technologies licensee, along with MStar, Ricoh and Rockchip, joining existing partners like Sony, Intel, Mediatek, Renesas, Samsung, Sigma and Realtek.

    Imagination Technologies confirmed that Qualcomm was licensing the display IP from its PowerVR portfolio. Several months back, Wall Street pundits were speculating that Qualcomm might be readying itself to make an investment in Imagination’s GPU solution for use with Windows 8 devices.

    Qualcomm has its own mobile graphics unit, and Adreno GPUs, purchased from AMD several years ago, but has been slow to integrate the offering in any meaningful way. Analysts posited that Qualcomm could invest in Imagination’s Rogue technology instead, in order to better capitalize on Windows 8 momentum, while continuing to work on its own graphics at a slower pace.

    Imagination’s Rogue graphics supports a higher class of DX than Adreno, which only supports DX9, a technology soon to be two generations old.

    While DX9 will work on Windows 8, it’s widely felt that users would have a better visual experience on devices supporting a higher class of DX, like Rogue which purports to support from DirectX 10 up to DirectX 11.
    Imagination is one of very few companies that has the experience of delivering DirectX for SoCs, encompasses both 3D graphics capabilities and a variety of video playback features.

    Qualcomm rival Texas Instruments is already licensing Imagination’s PowerVR core for future OMAP system-on-a-chip products to use with Windows 8, and Nvidia supports DX11 on its Tegra chips, meaning that Qualcomm desperately needs to up its graphical game in order to stay at the front of the mobile processing pack.

    If Qualcomm were to license Imagination’s graphics technology, it would also mean that the British firm’s GPU would become the most widely adopted graphics offering for Windows 8 devices. It would also be a blow to ARM, which has been trying to license its Mali graphics IP to partners, with little success.

    Currently, however, there is no solid indication that Qualcomm will be taking its license any further than simply display IP, though an Imagination spokesman said his firm now had “high hopes.”

    “We really like them as a customer, we’re delighted to have Qualcomm’s business and hope it leads to something more. At least they’re a customer now,” he said.

    Imagination Will Add Up to 300 New Jobs, Says CEO [Bloomberg video interview, Dec 13, 2011]

    Hossein Yassaie, chief executive officer of Imagination Technology Group Plc, talks about the company’s growth strategy and consumer electronics. … over 1000 people … Bristol (another area – next to London, mear London – in silicon design) …

    Imagination Technologies Group plc – Interim Results for the six months to 31 October 2011. [Dec 13, 2011]

    Adjusted pre-tax profit* jumps 52% to £15.3m; driven by strong licensing and continued royalty revenue growth

    Financial highlights

    • Group half-year revenue up 28% to £56.3m(2010: £44.1m)
      • Technology revenues increased 41% to £42.6m(2010: £30.3m)
        • Licensing revenues up 65%; high levels of activity across IP portfolio
        • Royalty revenue up 26%; 29% on a US dollar basis
    • PURE £13.7m (2010: £13.8m)
      • Tough retail environment in UK offset by strong overseas growth

    Business highlights

    Technology business

    Royalties and design wins

    • Partner chips shipped in the period increased to 123m units (2010: 107m) and substantial acceleration expected in the second half, post October product launches
    • Significant volume shipments in mobile phone, tablets/personal computing, personal media players, TV/STB, digital radio and automotive markets
    • Significant growth in chip design wins with 125 active partner chips (2010: 98); 54 in production (2010: 42)
    • Average royalty rate strengthened due to enhancing mix of IP in each chip

    Licensing

    • Strong licensing activities
      • Addition of several new key partners including MStar, Ricoh, Qualcomm, Rockchip
      • Many new and extended agreements with existing partners including Sony, Intel, Mediatek, Renesas, Samsung, Sigma, Realtek
    • 15+ important agreements involving 22+ silicon IP cores – almost doubling over the same period last year
      • Across all markets – mobile phone, digital TV/STB (set top boxes), Personal Media Player (PMP), mobile computing/tablets/netbooks, in-car navigation/dashboard and industrial/enterprise equipment
      • Included graphics, video, display, broadcast/connectivity and processor silicon IP cores and HelloSoft VoIP technologies
    • Significantly increased and active pipeline of prospects across all IP families

    Acquisitions

    • Integration of HelloSoft and Caustic Graphics progressing to plan. Positive initial commercial developments for both businesses

    [continuation from full financial results PDF]

    Licensing

    The active and strengthening pipeline of opportunities led to a number of strategically and financially significant licensing agreements or deal extensions including over 15 major licensing agreements and a number of smaller deals and upgrades. Licensing has continued to gain momentum during the period

    Among the major agreements, there were new partner deals with MStar, Ricoh, Qualcomm, Rockchip, Ingenic and Orca as well as significant new licenses or extensions with STEricsson, Sony, Samsung, Intel, Renesas, MediaTek, Realtek and Sigma Designs. The Group also signed software licenses and upgrades with a number of existing partners as well as with a number of key OEMs deploying partner chips with Imagination IP. The Qualcomm licence relates to display technologies needed for image enhancement.

    The major licence agreements involved over 22 IP core licences. The target markets for these include mobile phone, digital TV/STB, personal media player, mobile computing/tablet, in-car navigation/dashboard and industrial/enterprise equipment.

    Graphics – The Group has continued to see accelerating momentum in design-wins for its PowerVR graphics technology, which has so far achieved over 90 licenses, including many partners that are working on designs using the multi-processing (MP) core variants of the Series5XT family. The Group‟s next generation technology, codenamed „Rogue‟, has been acknowledged by many key partners as the market leader and has already secured eight licensees. We have now delivered this technology to our lead partners. PowerVR graphics technology now has a very strong and/or growing footprint across the three major mobile platforms namely iOS, Android and the emerging Windows Phone 8.

    Semiconductor partners using PowerVR graphics for the Android platform now exceed ten, with seven top tier companies. This will ensure a strong market share in this platform particularly as new partners launch their products. PowerVR‟s leading position in this area was also demonstrated by our early and strong involvement in the recent Android 4 (Ice Cream Sandwich) product launches.

    With respect to the new Windows 8 and Windows Phone 8 platforms we have multiple tier one partner engagements and expect a strong play in these areas as they ramp in 2012 and beyond.

    Going forward PowerVR technology has a very strong and comprehensive roadmap to ensure its market-leading position. The complementary ray tracing technology, obtained through the Caustic acquisition, will further strengthen our offering in due course and add to our competitive edge.

    Imagination chooses Bristol for its latest PowerVR Design Centre [Nov 22, 2011]

    Imagination Technologies, a leading multimedia and communications IP (Intellectual Property) company, has confirmed Bristol as the location for its latest PowerVR graphics and multimedia R&D facility.

    As a result of the on-going success across all its IP technologies, including PowerVR graphics and video IP cores, Imagination is growing rapidly, with more than 1,000 staff, of which over 80% are degree qualified engineers. Its world-wide headquarters and many of its PowerVR R&D teams are based in Kings Langley, near London. Including its Leeds and Chepstow design centres, the UK is home to more than 70% of its highly skilled workforce, complemented by design centres located strategically world-wide to take advantage of world class skills.

    Imagination has been studying for some time the best locations in the UK to expand its operations to enable it to attract more of the UK’s best engineers, reflecting its strong commitment to maximising its UK R&D base long term. The quality of experienced engineering talent in the Bristol area, combined with the strength of excellent universities in the area, were key factors in the decision.

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    Mobile SoC TAM [Total Available Market] to Exceed 3.1 Billion Devices in 2015 [In-Stat press release, Dec 14, 2011]

    Driven by consumer’s desire to be connected anywhere and anytime and the ever increasing access to any and every type of content, the electronics industry continues to change rapidly. A key dynamic of this change is the continued push for a rich visual experience on any size screen. This desired experience continues to push the limits of current mobile SoCs and makes the graphics processing unit (GPU) one of the most critical components in the design and differentiation of the SoC and consumer devices. New In-Stat (www.in-stat.com) research forecasts that these trends will push the mobile SoC TAM to over 3.1 billion devices in 2015, up from 2 billion in 2010.  Devices that may require a mobile SoC include basic/feature cellphones, smartphones, notebook PCs, mini-note PCs (netbooks), tablets, digital still cameras, mp3 players, personal navigation devices, e-readers, handheld game consoles, digital camcorders, and portable media players.

    “The shift toward graphical user interfaces and media-rich content in entertainment and computing has pushed multimedia acceleration, including graphics, video, and audio, in electronic devices from a simple co–processing function to the forefront of semiconductor and system design,” says Jim McGregor, Research Director.  “This change has been driven by richer content, higher accessibility to content over the Internet, industry standards, new technologies, and increased communication bandwidth. These advancements, however, also come with the challenges of increased complexity, increased performance requirements, and constraints in power, size, and cost.”

    Key research findings include:

    • There are three driver/magnet platforms in the mobile segment – smartphones, tablets, and notebooks PCs– that will grow at a CAGR of 25.7% as compared to 8.7% for the overall mobile market
    • Only 40% of the mobile SoC TAM will use at least one dedicated GPUs in 2011.  It is important to note that both the number of SoCs using GPUs is increasing and the number of GPU cores per SoC is increasing throughout the forecast period.
    • Intel and Imagination lead the GPU market because of their dominance in PCs and smartphones, respectively.  Combined, the two are projected to comprise 61.3% of the GPU Technology Mobile Serviceable Available Market in 2011.
    • The division between PC and mobile CE GPUs will narrow in the future, increasing the competition between GPU technologies.

    Recent In-Stat research, Mobile Graphics: Smartphones Beat the Drum to Which All Markets March (#IN1105075SI), provides a comprehensive look at the graphics or GPUs (graphics processing units) with a strong emphasis on the integrated or intellectual property (IP) solutions that are available for mobile consumer electronic (CE) devices.

    Apple relationship:

    [July 15, 2011] At the core of Apple’s growth as a mobile device behemoth have been the A4 and A5 SoCs, which are designed by Apple, but contain Imagination’s PowerVR SGX535 and SGX543MP2 GPUs, respectively.

    INTEL RELATIONSHIP INSERT (LONG):

    Imagination PowerVR Graphics Demo on Intel Atom GPUs [Sept 18, 2010]

    http://umpcportal.com/tag/powervr PowerVR cores are used in GMA500 and GMA600 units with Z5 and Z6-series CPUs. Video taken at Intel IDF 2010.

    [June 25, 2008] Imagination’s partnership with Intel in the personal computing/UMPC and MID segment has progressed to plan with the recent significant announcement of launch and production shipment of the Centrino Atom processor technology which is using our POWERVR SGX and VXD video cores. The Centrino Atom chipset has already secured many OEM design wins with over 10 products announced and due to ship shortly. There is a very strong ongoing partnership with Intel with further significant additional projects committed during the year.

    [Dec 11, 2008] Mobile Computing (MID, UMPC, Netbook devices) – Imagination’s partnership with Intel in the personal computing/UMPC and MID segment has progressed to plan with shipment of the Intel GMA500 [Poulsbo: US15W/US15L/UL11L etc.] which is using our POWERVR SGX and VXD video cores. This solution has already secured many OEM design wins with over 30 products shipping or announced. The partnership with Intel is very strong with several significant projects underway.

    [June 24, 2009] Mobile Computing (MID, UMPC, Netbook devices) – Imagination’s partnership with Intel in the personal computing/UMPC and MID segment has progressed to plan with shipment of the Intel® Atom Z range of products that deploy Imagination’s graphics and video technologies. This solution has already secured many OEM design wins with over 70 products shipping or announced. The partnership with Intel continues to strengthen with a wide scope for co-operation and several significant projects underway.

    [Dec 9, 2009] Mobile Computing (MID, UMPC, Netbook devices) – Imagination’s partnership with Intel in the personal computing/UMPC and MID segments has progressed to plan with shipment of the Intel® Atom™ Z range of products that deploy Imagination’s graphics and video technologies. This initial solution has secured many OEM design wins with more than 85 products shipping or announced. Our strong partnership with Intel continues to develop with a wider scope of co-operation across several significant projects. In addition, the growing netbook market is also opening up opportunities for other partners who need the advanced multimedia technologies that Imagination can provide.

    [June 23, 2010] Mobile Computing (MID, Netbook, Ultra Mobile PCs and Tablet devices) – In this market Imagination’s technologies have and are being deployed in a variety of formats and in conjunction with Intel, ARM and other processor architectures. Imagination’s partnership with Intel in the personal computing/UMPC and MID segments has progressed to plan with shipment of the first generation Intel® Atom™ Z range [Z5xx family with with Intel® System Controller Hub US15Wx also Poulsbo i.e. GMA 500] of products that deploy Imagination’s graphics and video technologies. This solution has secured many OEM design wins with more than 85 products shipping or announced.

    Recently [May 4, 2010] Intel has announced the second generation of this product line (Atom Z6xx) [Lincroft SoC with integrated GPU: GMA 600] which is more integrated and offers much lower power consumption, higher performance and increased functionality. Imagination’s strong partnership with Intel continues to develop with a wider scope of co-operation across several significant projects. In addition, the growing netbook and emerging tablet markets have opened up significant opportunities where other partners are deploying the advanced multimedia technologies that Imagination can provide.

    Intel® Atom™ Processor Z6xx Series with Intel® SM35 Express Chipset
    – formerly Oak Trail (Lincroft + Whitney Point (Langwell + SATA + HD_Audio + HDMI + Legacy_I/O)) [April 11, 2011]: Z670 optimized for sleek tablet and netbook designs, with its 3W TDP delivering up to a 50 percent reduction in average power consumption with full HD-video playback and enabling Windows 7 (allowed by SM35 Express Chipset)], Android or MeeGo; and Z650 for embedded (both are the immediate predecessors of the upcoming 32nm Cedar Trail); also parts of the Z6xx family.

    image

    Z6xx family originally [May 4, 2010]: the Z625, Z615 and Z600 launched a year earlier (as well as Z605, Z610, Z612 and Z620 since not on the Intel site)
    part of “Moorestown” platfrom consisting of: Z6xx Series Family (Lincroft SoC) + Intel Platform Controller Hub MP20 (Langwell) + dedicated Mixed Signal IC – MSIC (Briertown)

    Intel® SM35 Express Chipset (Whitney Point)

    Intel Atom Processor D2700/D2500 for Entry-Level Desktops [Intel brochure, Sept 26, 2011]

    The small and power-efficient processor design enables innovative form factor designs that are fanless, compact and slim. New, appealing small form factors provide flexibility for placement in home and office.

    Affordable all-in-one systems with the monitor and PC built into a single convenient package allow for even greater space saving and sleek PC design.

    With the enhanced processor graphics and newly added digital  connectivity (e.g., VGA, HDMI, Display Port and DVI), the new Intel Atom processor for desktops delivers a great media entertainment experience. Whether it is playing basic online games, streaming high-definition videos, viewing Blu-ray* movies, or multi-tasking on dual displays, you are able to have fun and enjoy high-quality entertainment enabled by the integrated graphics.

    image

    Integrated Graphics and Memory Controller:
    Integrated Intel®  Graphics Media Accelerator 3600/3650 combined with the integrated memory controller provides enhanced performance and system responsiveness.

    Intel® Graphics Media Accelerator: Integrated hardware accelerated decoder enables smooth full HD (up to 1080p) video playback and  streaming at a fraction of the power consumption.

    In summary: see also in PDF which is clickable inside

    Intel non-embedded Atom SoCs -- 15-Dec-2011

    Note: GMA3150 is Intel, which runs in the latest Intel Atom N4XX and N5XX series, D4XX and D5XX.

    Intel unveils smaller, power-sipping Atoms [Windows for Devices, Oct 4, 2011]

    Intel has quietly launched its 32nm, “Cedar Trail” Atoms, which will reportedly sell for as little as $42. The portable-focused Atom N2600 and N2800 can be clocked up to 1.86GHz and 2.13GHz respectively, while the desktop-oriented D2500 and D2700 stretch to 2.13GHz and 2.4GHz, according to the company.

    Thanks to leaks that soon began pinging around the blogosphere, it was clear by May that the new Cedar Trail Atoms would be known as the D2500 and D2700 for desktops, and the N2600 and N2800 for portables.

    And a May 26 story by DigiTimes writers Monica Chen and Joseph Tsai cited “sources from netbook players”as saying the N2600 and N2800 would sell for just $42 and $47 — a significant drop from the cost of the existing Atom N4xx and N5xx CPUs, which ranged from $64 to $86 at the time.

    Likely drawing on the same porous Taiwanese sources, CPU World writer Gennadly Shvets published the same prices on May 24. His story also summarized available information on clock speeds and power consumption in a table, which we adapted and is reprinted below.

    Model Clockspeed Cores/threads TDP Price
    D2500 1.86 GHz 2/2 10W $42
    D2700 2.13 GHz 2/4 10W $52
    N2600 1.6 GHz 2/4 3.5W $42
    N2800 1.86GHz 2/4 6.5W $47

    Intel’s upcoming D- and N-series Atoms
    Source: CPU World

    Information on Cedar Trail’s enhanced graphics apparently first emerged, meanwhile, on the VR-Zone website. On May 10, it ran an “exclusive” storywith what appeared to be a Intel-sourced graphic (below).


    Intel’s Cedarview platform
    Source: VR-Zone (Click to enlarge)

    The slide indicated that the 32nm-fabbed Cedar Trail chips measure 22 x 22nm. Also disclosed was PowerVR graphics IP licensed from Imagination Technologies, providing support for DirectX 10.1 and OpenGL 3.0, as well as hardware accelerated video decoding for MPEG-2, MPEG-4 part 2, VC1, WMV9, and H.264.

    Stealthy confirmation from Intel

    Intel still hasn’t confirmed the pricing quoted above, nor has it posted product pages for the four Cedar Trail Atoms, as far as we’re aware. But, the N2600, N2800, D2500, and D2700 quietly became official when the chipmaker quietly placed a PDF-formatted data sheetfor the processors on its website.


    Clock speeds for Intel’s new Cedar Trail Atoms
    Source: Intel

    This 119-page document essentially confirms the information already mentioned in this story. As shown above, however, it adds that the N2600 and N2800 can potentially be clocked up from their normal 1.6/1.86GHz to 1.86/2.13GHz, while the D2500 and D2700 may be bumped from 1.86GHz or 2.13GHz to 2.13GHz/2.4GHz.

    Apparently the fastest Atom processors ever, the new chips have maximum TDPs of 10 Watts for the D2500 and D2700. The N2800 and N2600, meanwhile, can operate using just 6.5 Watts or 3.5 Watts, respectively.


    A block diagram of the Cedar Trail platform
    Source: Intel

    Intel’s documentation also confirms our previous suspicions that the Cedar Trail CPUs would use the company’s existing I/O controller. The maximum amount of RAM supported is 2GB for the N2600, and 4GB for the other three processors, according to the company.


    Resolutions supported by the Cedar Trail processors
    Source: Intel

    Intel adds that the built-in graphics on the N2600, N2800, D2500, and D2700 support LVDS, Embedded Display Port, VGA, Display Port, HDMI, and DVI interfaces. As indicated by the table above, the most widely supported resolution is 1920 x 1200 pixels, but the D2xxx processors support Display Port screens with 2560 x 1600 pixels.

    Intel Atom Cedar Trail-M Could Still Arrive in December 2011 [Dec 1, 2011]

    Intel will launch its Cedar Trail-M platform for netbooks including 32nm-based Atom N2800 and N2600processors in December, according to industry sources.

    Because of shrinking demand for Atom processors and chipsets due to competition from tablet PCs, Intel’s third-quarter 2011 revenues of US$269 million from related products dropped 32% on year, the sources indicated. Due to weak demand, Intel has delayed Cedar Trail-M from September to December, the sources noted.

    Despite decreasing global demand for netbooks, there is still room for sales, especially in emerging markets, the sources said.

    After Samsung Electronics withdraws from the global netbook market, Asustek Computer and Acer will remain as the only two vendors, the sources indicated. Asustek will unveil 10-inch Cedar-Trail-M models, including Eee PC 1025C and Eee PC 1025CE, in December, the sources noted. Asustek will ship an estimated 4.6-4.8 million netbooks in 2011 and is expected to ship at least 4-4.2 million units in 2012, the sources said. Acer’s shipments of netbooks in 2011 and 2012 are approximately the same as Asustek’s, the sources added.

    Intel Atom N2600 Benchmarks With AMD C50 & N570 Comparison [netbooknews.com, Dec 13, 2011]

    The N2600 is part of Intel’s new line of low-power CPUs, named Cedar Trail, and is built on 32 nm lithography. The official specs for the CPU are not yet available, but we do know that we have a dual-core CPU, with HT, clocked at 1.6 GHz. It includes Intel HD 3600 Integrated graphics running at 400 MHz, Direct X10.1 compatible (based on specs) and it should support only up to 2 GB of DDR3 RAM.

    The unit that’s being tested is the ASUS Eee PC X101CH, the N2600 CPU has not been officially launched by Intel and Cedar Trail has been delayed due to driver issues, so with a month left until this hits the street, I wouldn’t take these as gospel.

    If you’re wondering how the unit performed in everyday usage:

    • Dealing with video, Flash 720p content on Youtube is playable.
    • The N2600 can actually handle 1080P self stored content quite well.
    • As for noise and temperatures, this platform is fanless, so there’s little to no noise involved with no notable heat issues.

    Cedar Trail N2600 Compared to the Intel Atom N570 & the AMD C-50 chips
    When compared to the N570, looks like the current N2600 is a bit slower in terms of raw CPU tests, but way faster in terms of graphic abilities. Compared to the C-50, you get mixed results in CPU tests (poorer score in PCMark Vantage, better in Cinebench 11.5 CPU test and Crystalmark ), and definitely a lot under in terms of graphics (however, both can actually play 1080p content, as our tests showed; so the only difference is in games or maybe some encoding software.

    It should be noted that the N2600 is not going to be the fastest of the Cedar Trail Atoms, thus if you’ll be needing some extra muscles, you should go for that N2800 Atom at 1.83 GHz, with better graphics as well.

    More information: Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [this blog, April 17, 2011]

    END OF INTEL RELATIONSHIP INSERT

    Imagination Technologies only continued here

    Nokia N9 with POWERVR SGX [June 24, 2011]

    … N9 uses the Nokia MeeGo OS which is an amalgamation of Memo and Intel’s Moblin. The N9 utilises three home screens to navigate through applications with sweeping and pinching actions.

    The N9 features the TI OMAP3630 core with POWERVR SGX enabling the high performance graphics capabilities of the UI and many applications available.


    GSMA Mobile World Congress 2011

    27 Feb-01 March 2012 | Fira de Barcelona, Barcelona

    Stand: 1D45

    Imagination Technologies is an international leader in the creation and licensing of semiconductor system-on-chip Intellectual Property. The company licences unique, patented technologies from its PowerVR, Ensigma, Meta, HelloSoft and Causticfamilies which, whether delivered individually or as platform IP, deliver flexible solutions to some of the most difficult challenges of modern silicon devices.

    With technologies spanning graphics, video, and display processing; multi-threaded processors and DSPs; multi-standard communications and connectivity; cloud platform portals and services; and video and voice over IP and VoLTE solutions; – Imagination has IP solutions that enable the best in mobile devices.

    Great graphics capabilities of TI OMAP 5 platform [Sept 12, 2011]

    With gaming, streaming video, advanced user interfaces and stereoscopic 3D becoming more prevalent in smartphones and mobile devices, a mobile applications processor’s graphic abilities have never been more important. TI’s OMAP(tm) 5 processor includes a dedicated 2D graphics core as part of its high-performance, low-power design, in addition to the latest generation 3D graphics core from Imagination Technologies, the POWERVR SGX544.

    PowerVR Preview (1996) (by VideoLogic, see also: VideoLogic changes name to Imagination Technologies [Aug 31, 1999])

    POWERVR Series5 Graphics – SGX architecture guide for developers [PDF, 22 pp, July 5, 2011]

    … The POWERVR Series5 architecture is covered by a broad portfolio of patents, the result of more than 15 years research and development by Imagination. More than 500m devices incorporating POWERVR graphics have been shipped (as of July 2011) and hundreds of thousands of applications are running on POWERVR graphics-powered platforms across every major operating system and CPU architecture.

    POWERVR™ graphics is the brand name of the family of graphics IP cores from Imagination Technologies that use Imagination’s unique “Tile Based Deferred Rendering” (TBDR) architecture. The core design principle behind the TBDR architecture is to reduce the system memory bandwidth required by the GPU to a bare minimum. As transfer of data between system memory and the GPU is one of the biggest causes of GPU power consumption, any reduction that can be made in this area will allow the GPU to operate at a lower power. Additionally, the reduction in system memory bandwidth use and the hardware optimizations associated with it (such as using on-chip buffers) can boost application performance. Because of this development strategy, POWERVR graphics cores have become dominant in the embedded electronic devices market.

    Whereas a traditional Immediate Mode Renderer (IMR) renders all objects within the screen’s boundaries and relies on a Z-Buffer to sort the end results, the POWERVR TBDR approach determines up-front what is and isn’t visible, allowing the hardware to only render what is necessary. Although current day IMRs incorporate advanced techniques to reduce some of the issues that are inherent within the architecture’s design, such as early Z testing to reduce overdraw, there are still many ways in which the TBDR architecture provides a more efficient solution to these problems.

    Tiling is a technique that can be implemented in graphics hardware to process subsections of a render at a time instead of the entire scene. The main benefit of this approach is that fast, on-chip memory can be used during the render for colour, depth and stencil buffer operations, which allows a significant reduction in system memory bandwidth over traditional IMR architectures.

    Deferred rendering splits the per-tile rendering process into two stages; Hidden Surface Removal (HSR) and shading. Pixel-perfect, submission order independent HSR is performed within each tile so that the only fragments processed are those that will contribute to the final rendered image. In an entirely opaque scene, overdraw will be removed completely by the HSR of TBDR hardware.

    A traditional Immediate Mode Rendering (IMR) architecture is given its name because each submitted object travels through the entire pipeline immediately. Due to the brute force approach of the design, there are a number of weaknesses that result in inefficient use of the available processing power and memory bandwidth.

    Imagination partners drive mobile and embedded graphics to new level [Feb 15, 2011]

    Series5XT SGX543MP and SGX544MP powered SoCs debuting; first device announced with next generation POWERVR™ Series6 graphics

    … Imagination CEO Hossein Yassaie says: “Having evaluated the options the overall mobile and embedded market is increasingly committing to POWERVR as the de facto graphics standard, a fact reflected by the growing commitment of the primary players to our roadmap. POWERVR has established itself across smartphones, tablets, mobile computing and games consoles, attracting an extensive community of POWERVR developers and powering iconic and much-loved products.”

    POWERVR delivers not only a clear technology advantage and exceptional roadmap, driven by one of the largest teams of graphics engineers in the world, but also an extensive ecosystem of third party developers which has created hundreds of thousands of apps optimised for POWERVR enabled devices to date.

    POWERVR Series5XT arrives in products

    More than 10 SoCsutilizing Imagination’s latest multi-processor POWERVR SGX MP cores are currently in design or in silicon.

    Texas Instruments’ OMAP5430 and OMAP5432 use multi-core POWERVR SGX544MP graphics accelerators to drive 3D gaming and 3D user interfaces.

    RenesasSH-Mobile APE5R features Imagination Technologies’ POWERVR SGX543MP graphics.

    SonyComputer Entertainment’s next generation portable entertainment system (codename: NGP) features SGX543MP4 graphics acceleration.

    Clock for clock POWERVRVR SGX, which has been shipping in significant volume for several years, outperforms competitive solutions, many of which have yet to ship in any volume. SGX MP opens up a wider performance gap reinforcing POWERVR as the market leader for performance per mm2 and performance per mW.

    Imagination’s unique and extensively patented Tile-Based Deferred Rendering (TBDR) architecture for graphics, together with use of advanced architectural techniques such as hardware multi-threading and substantial investment in production-ready drivers across all mobile and embedded operating systems has resulted in Imagination leading the market for performance per mm2 and performance per mWfor all of its on-chip multimedia and communications solutions.

    Next-generation in advanced development

    Imagination’s next generation POWERVR Series6 architecture, codenamed ‘Rogue’, has now being licensed by multiple lead partners. ‘Rogue’ delivers unrivalled GFLOPS per mm2 and per mWfor all APIs.

    ST-Ericssonhas announced that its new Nova application processors will include Imagination’s next-generation POWERVR Series6 ‘Rogue’ architecture.

    Series6 GPUs will be fully compatible with Series5 and Series5XT GPUs, ensuring a smooth migration path for developers upgrading applications optimized for Series5 to the new architecture.

    POWERVR Series5XT GPU IP cores are available for licensing for all partners now; POWERVR Series6 is being licensed to lead partners at this time.

    Multiple other strategic partners have also licensed POWERVR Series5XT and Series6 cores and will be disclosed when they are ready to do so.

    POWERVR Series6 leads next mobile and embedded graphics generation [June 14, 2011]

    Six key partners have already selected ‘Rogue’

    Among the announced POWERVR Series6 partners are:

    • ST-Ericsson,which has announced that its new Nova™ family of smartphone application processors will include Imagination’s next-generation POWERVR Series6 architecture
    • Texas Instruments, which will deploy POWERVR Series6 technology in future OMAP platform-based SoC designs. These SoC devices will target the highly-significant smartphone market, as well as the fast-emerging mobile computing and tablet markets supporting key operating systems, including Android and the next version of Windows
    • MediaTek, which has licensed POWERVR Series6 technology
    • Three other POWERVR Series6 licensees are yet to be announced

    CES 2011: Imagination Technologies [Jan 11, 2011]

    RCR Wireless Editor Sylvie Barak takes a peek at Imagination Technologies at CES 2011. Imagination Technologies is the market-leading IP supplier to many major semiconductor firms in the US.

    Graphics, video and connectivity: driving mobile innovation and growth [Feb 14, 2011]

    Imagination Technologies, a leading multimedia and communications technologies company, says that its partners will ship significantly higher volume, well over 200m SoCs (Systems on Chip) using its advanced multimedia, communications and connectivity IP cores, in 2011as the momentum continues to build in the mobile and embedded market.

    Imagination partners have now shipped almost 500m devices cumulatively incorporating its multimedia SoC IP cores.

    Imagination made its name by foreseeing the rise of highly integrated low power mobile multimedia, where its POWERVR technology for OpenGL, OpenGL ES, OpenCL and other APIs is the de facto standard in embedded and mobile with over 70% market share.

    As IP is at the start of the ‘food chain’ Imagination is ideally placed to see, and help drive, the trends that will transform the market over the next few years.

    Driven by customer thirst for advanced graphics, and the debut of GPGPU APIs like OpenCL, the compute density of GPUs in mobile and embedded devices is set to increase dramatically delivering further performance and realism, as well as enabling exciting new apps that stimulate new markets and business opportunities such as augmented reality, mobile marketing and location-aware gaming.

    As consumers demand universal connectivity to rich media ‘in the cloud’ wherever they are, connectivity using Wi-Fi to complement 3G modems, and increasing traction for universal digital TV and radio reception in smartphones, tablet and other mobile devices is set to grow dramatically powered by programmable universal connectivity radio processing units (RPU).

    Combined with new HD video technologies to enable internet video delivery, video telephony, and user generated content revolutions, together with the move of connectivity onto the SoC itself, Imagination contends that this is set to be a very exciting time for mobile.

    Imagination VP marketing Tony King-Smith says: “The pace of change in this market is accelerating, driven by consumer excitement for the very best experiences in mobile, demanding the most advanced on-chip technologies. In this market ‘just good enough’ doesn’t win the day. We believe that Imagination’s portfolio of multimedia and communications technologies will be at the heart and soul of many of the next ‘big things’ in the mobile world.”

    MWC 2011 sees a wide range of iconic products and applications enabled by Imagination from brands including Acer, Apple, Archos, Fujitsu, HTC, RIM, Samsung, Sharp, Sony Ericsson, Sony, Motorola, NEC and Nokia, and semiconductor companies including Intel, MediaTek, Renesas, Samsung, CSR, Toumaz and Texas Instruments.

    Additional notes on Imagination’s vision for mobile SoCs

    Graphics: As screen resolution continues to grow on both phone and tablet devices the demand for powerful yet energy efficient graphics and video technologies continues driving demand for Imagination’s market leading POWERVR graphics, display and video technologies. The mobile and embedded multimedia market is set for further growth with most categories of devices ultimately needing performance, low power graphics and video for a broad range of applications including user interface, gaming, personal navigation, internet content and video telephony, as well as a growing range of high performance non-graphics related algorithms using general purpose graphics processor (GPGPU) capabilities, such as OpenCL.

    Imagination has also announced that it has submitted its OpenCL drivers for POWERVR SGX IP cores for conformance with Khronos, demonstrating its leadership in bringing the next wave of bringing GPGPU capabilities to mobile and embedded markets.

    Imagination also believes that the Adobe® Flash® platform is one of the key technologies enabling mobile convergence. Imagination and Adobe have been working together since 2007 to enable GPU acceleration of video and graphics in Flash Player and Adobe AIR®, for the rapidly growing base of more than 400m POWERVR graphics enabled mobile and consumer devices.

    “Given the ubiquity of the Flash Player and the large base of devices shipping with POWERVR GPUs and video decoders, it was important for Adobe and Imagination to closely collaborate to bring great content experiences to the widest possible community,” said Jennifer Carr, senior director, Business Development, Flash Platform at Adobe. “We continue to work closely with Imagination to allow for Flash Player to take full advantage of POWERVR GPU capabilities in mobile devices.”

    The next generation POWERVR Series6 graphics architecture, code named ‘Rogue’, has already been licensed to multiple lead partners and will continue to enable the market by delivering the best industry metrics in performance per mm2 and performance per mW. Further ‘Rogue’ licensing engagements are already in the pipeline.

    Video: Adoption of POWERVR VXD video decoder and VXE video encoder families also continues to gain momentum, with more than 100m units already shipped by Imagination’s video IP partners. Mobile HD video must deliver high quality multi-stream multi-standard capabilities for both decode and encode functions, and novel features like stereoscopic 3D, which necessitate high performance, low power video accelerators to make this viable in a mobile environment. These are expected to become key features in mobile and embedded devices as the revolution in commercial video content delivery, social networking, user generated content and video telephony continues to accelerate.

    Communications: Imagination believes that, due to their coverage of broadcast and connectivity standards and flexibility, multi-standard Radio Processing Units (RPU) will become increasingly integrated on-chip just as GPUs are today in the coming years. Imagination’s ENSIGMAUCCP IP platform is set to fuel this next wave of integration, offering digital TV reception, radio, Wi-Fi and other connectivity, and more, all executing on the same on-chip RPU.

    Imagination’s ENSIGMA UCC multi-standard broadcast radio and TV communications and connectivity technologies have also now shipped in tens of millions of devices, enabling worldwide connected broadcast products.

    At MWC 2011 Imagination is debuting the latest ENSIGMA UCCP330 connectivity platform with support for all major world TV, radio, mobile TV and connectivity standards including now 802.11n (see separate press release, issued Feb 14 2011).

    Processing: Imagination’s METAFlow Connected Processor, which combines Imagination’s unique META hardware multi-threaded processor+DSP CPUs with its Wi-Fi optimised ENSIGMA UCCP communications platform, is setting a new standard for emerging embedded processors for the ‘everything connected’ generation of products. Imagination continues to expand its META processors, adding further IP platforms for applications including digital audio and an upgraded range of high performance hardware multi-threaded processor cores running Android and Linux alongside powerful 32-bit DSP capabilities.

    V.VoIP: Imagination’s recent acquisition of HelloSoftprovides access to leading edge V.VoIP (Video & Voice over IP) technology and combining HelloSoft’s technology and Imagination’s multimedia cores and processor will offer an optimised end-to-end solution for media-over-internet protocol delivery, which is becoming important to all connected devices, and enable OEMs and network/service operators to take advantage of HelloSoft’s market-leading software stack.

    Ray Tracing Graphics: Imagination’s recent acquisition of Caustic Graphics will provide access to innovative new technology that will both disrupt the professional imaging market and enable Imagination to bring cinema quality imaging to gaming platforms, embedded and mobile devices.

    Caustic Siggraph2011.mov [Nov 9, 2011]

    This movie about Caustic Ray Tracing Technology was presented at the Imagination Booth at SIGGRAPH 2011. It was created by Simone Nastasi under the direction of Imagination Technologies using Brazil 2.1 for 3ds Max, and rendered in the cloud using the Green Button’s support for Brazil.

    Imagination announces POWERVR Insider SDK 2.8 [March 2, 2011]

    Major upgrade includes support for latest POWERVR enabled devices, 3D map data and tutorial and more

    GDC, San Francisco: Imagination Technologies, a leading multimedia chip technologies company, has released version 2.8 of its industry leading POWERVR Insider SDK (software development kit). Free and fully featured copies of the SDK will be available for download soon following a brief period where they will be exclusively given away by Imagination at GDC 2011 in San Francisco.

    Imagination’s POWERVR Insider SDK is the leading SDK and toolset for mobile 3D graphics development. The POWERVR Insider SDK fully supports the development of applications using the Khronos OpenGL® ES 2.0 API. An established favourite with more than 22,000 developers world-wide, the POWERVR Insider SDK includes tutorials, source code, extensive documentation, platform abstraction frameworks and a highly integrated suite of tools. Developers can join up, download the SDK for free and interact with the community through dynamic online forums at www.powervrinsider.com.

    Release v2.8 of the POWERVR Insider SDK includes: access to a new version or PVRTune, the acclaimed tool created for Imagination’s licensees; Android Gingerbread support; PVRShaman support for render to texture / environment maps and post processing; PVRTexTool support for texture atlases; support for 3DSMAX and Maya 2011; Android project integration for Eclipse; enhancements to PVRUniSCo and a MacOS version of PVRVFrame; an updated Bada SDK and SDKs for new POWERVR enabled devices; support for 64bit Linux; and NAVTEQ® map and content samples, including Enhanced 3D City Models.

    3D location information: a valuable resource for game developers

    The latest version of Imagination’s POWERVR Insider software development kit (SDK), version 2.8, includes a new tutorial showing developers how to take full advantage of graphics acceleration using OpenGL ES2 to display 3D map and advanced visual guidance datain graphics-rich applications.

    The tutorial overviews the implementation of sample map data for the creation of location-based apps. Additionally, a complementary white paper explaining efficient navigation rendering techniques for compiling of NAVTEQ data is available on NN4D.com. The tutorial helps developers to create differentiated games by adding a location-aware component.

    Developers can also join the NAVTEQ Network for Developers™(www.NN4D.com) to gain access to more extensive data sample sets, and receive technical support.

    Continues King-Smith: “There’s a considerable community of developers using our SDK who have extensive experience in 3D gaming and would like to use that skill-set to create location-aware games or games that use highly realistic real world settings. This update to our SDK will help enable this, as will high quality, sample 2D and 3D map data from an industry leader like NAVTEQ.”

    Says Marc Naddell, vice president, partner and developer programs, NAVTEQ: “Imagination’s support in enabling developers to utilize premium NAVTEQ visual content, such as Enhanced 3D City Models, helps developers to differentiate their gaming apps. NN4D has worked closely with Imagination Technologies to include the POWERVR Insider SDK in our developer tools and offerings to maximise 3D content capabilities for our members.”

    GDC: Navteq [March 4, 2011]

    RCR Wireless editor Sylvie Barak interviews the company Navteq at GDC 2011.

    New 3D Navigation tutorial in latest POWERVR Insider SDK [March 2, 2011]

    Mimmis Olsson from the NAVTEQ Network for Developers (NN4D) interviews Gordon MacLachlan from Imagination Technologies about the POWERVR Insider SDK and the NAVTEQ 3D sample data included with the latest SDK release.

    NN4D Sponsored Session at Game Developers Conference 2011- Part 3 [March 23, 2011]

    Enrich Your App: Advanced Visual Content & LocationPoint™ Advertising” – A Sponsored Session at Game Developers Conference 2011 Part 3: Graphics Acceleration and the POWERVR Insider SDK — Gordon MacLachlan, POWERVR Developer Technology, Imagination Technologies Recently NN4D had a sponsored session at the Game Developers Conference 2011. We used this opportunity to present some of NAVTEQ’s 3D data offerings to the gaming community. This is a four part series. In part 3 Gordon MacLachlan of Imagination Technologies presents the Imagination Technologes POWERVR Insider SDK.

    Imagination and NAVTEQ enter agreement to stimulate developer adoption of 3D graphics in navigation and location-based services (LBS) [Oct 27, 2009]

    … for wireless devices with smoothly rendered 3D mapping and navigation features. NAVTEQ® maps and visual location content such as 3D landmarks can be incorporated by developers into mobile applications enhanced through Imagination’s 3D graphics acceleration technology and using the standard OpenGL® ESapplication programming interface (API).

    Showcasing one of the best samples of smooth 3D graphics and map rendering, the NaviGenie 3D Mobile Navigation Framework from Kishonti Informatics, a runner-up in the 2009 NAVTEQ Global LBS Challenge EMEA region, will be on display on Imagination’s booth (#14) at the Symbian Exchange & Exposition (SEE) 2009 at London’s Earl’s Court 2 on October 27-28th, running on the new Samsung i8910 HD smartphone.

    Kishonti’s NaviGenie is an award-winning, highly optimized 3D mobile navigation framework with real-time streaming, fully-textured 3D maps delivered to mass-market handsets using minimal bandwidth. The ultra portable NaviGenie 3D navigation client enables mobile users to enjoy a high performance 3D navigation experience on Symbian and other mobile platforms. NaviGenie is available to developers as middleware, enabling them to integrate its capabilities into a wide range of end-user applications.

    Says Laszlo Kishonti, GM, Kishonti Informatics: “Kishonti and Imagination have worked together over a number of years through our GLBenchmark activities. Imagination’s developer support has been invaluable in helping us create and optimise NaviGenie, and we are delighted to be a part of Imagination’s showcase at SEE 2009. We are also grateful to NAVTEQ for their continued support throughout and after our participation in the Global LBS Challenge. Working with Imagination and NAVTEQ – the market leader in graphics acceleration technology and the leading global provider of digital map data and location content respectively – has given us new and exciting opportunities to advance the end-user experience on mobile phones.”

    Imagination brings long standing experience to successfully deliver DirectX for next generation Windows for SoCs [June 2, 2011]

    Imagination Technologies, a leading multimedia and communications technologies company, is delivering graphics and video IP cores supporting the newest versions of Microsoft DirectX across x86 and ARM based SoCs (Systems on Chip) for the next version of Windows as well as on x86 Windows 7 PCs.

    As the Windows platform drives the convergence of desktop and consumer appliances, Imagination has seen growing demand for DirectX capabilities and its market proven DirectX compatible POWERVR graphics and video hardware IP (Intellectual Property) cores, which form a fundamental enabling technology for that convergence process.

    Building on Imagination’s long and proven track record in the delivery of Windows Hardware Quality Labs (WHQL) production-ready software drivers, the company says that, as the demand for support of Microsoft DirectX multimedia services and APIs broadens across more markets, the ability to properly support DirectX is key, and Imagination is one of the only technology IP companies with direct experience of doing so.

    Says Imagination’s VP marketing, Tony King-Smith: “We rarely stand up and shout about our skills, but in this case we think it’s important to highlight that Imagination is one of very few companies that has the experience of delivering DirectX for SoCs. DirectX is a sophisticated and advanced API which embraces a broad array of graphics, video and multimedia management functions and experience is vital to delivering the best in class DirectX solution that enables the best possible compatibility across all forms of DirectX content. We’ve spent more than 15 years honing our ability to deliver best in class DirectX for our graphics and video IP cores – and it is the rigour of overcoming such challenges that has made Imagination one of the world’s leading suppliers of DirectX solutions.”

    Imagination Partners and DirectX

    Multiple licensees of Imagination’s graphics or video technologies, including Intel and Texas Instruments, will be able to support full DirectX for the next version of Windows across both x86 and ARM as well as for x86-based systems with Windows 7.

    Intel has already deployed highly successful Windows-based X86 devices such as the Atom™ Z5xx familyincorporating POWERVR video and graphics into the DirectX market, with more in plan.

    TI will deploy POWERVR graphics technology in future OMAP™platform-based SoC designs targeting the mobile computing and tablet markets across key operating systems such as the next version of Windows.

    Deepu Talla, general manager, OMAP mobile computing business unit, TI says: “The OMAP platform is redefining mobile experiences through unparalleled user experiences centered on high-performing, highly power-efficient devices. TI continues to work with Imagination to optimize its complementary, market-leading POWERVR cores first within the OMAP4470 applications processor to support this transformative momentum. The result is the delivery of marked graphics advancements, including DirectX and more, that will underscore next generation UIs.”

    Graphics IP cores

    Imagination has shipped graphics cores supporting DirectX for 15 years.

    Imagination currently ships a wide range of cores supporting DirectX including the latest POWERVR SGX544, SGX544MPx, SGX554 and SGX554MPx which all provide full support for DirectX 9 Feature Level 3 with maximum hardware acceleration, making them ideal for tablets and other mobile computing devices.

    POWERVR SGX544 and SGX554can be implemented as high-performance single core solutions (4 or 8 pipelines respectively), or in multiprocessor (MP) configurations of between 2 and 16 cores (4 to 128 pipes.)

    Cores in the POWERVR Series6 family, which is codenamed ‘Rogue’, support from DirectX 10 up to DirectX 11.

    Video IP cores

    Imagination supports the full range of DirectX video features and has shipped DirectX video cores for over seven years.

    Imagination’s POWERVR VXD video decoders and POWERVR VXE video encoders deliver multi-stream, multi-standard, HD decode and/or encode, supporting all major video standards.

    All VXD and VXE cores support all the major video standards including H.264 (Base to High profile), MPEG4, MPEG2, VC-1/WMV, AVS, Sorenson and JPEG. Many VXD cores now also offer hardware rotation and scaling, delivering significant reductions in bandwidth and power consumption. When combined with SGX cores, scaling can also be done by the SGX core, making the combination of VXD, VXE and SGX extremely powerful for a wide range of multimedia applications.

    Mobile and embedded multimedia market momentum continues says Imagination [Nov 8, 2011]

    Over 400m devices shipped with Imagination IP to date; total annual market to exceed 3 billion per annum within five years

    Announcing today that its partners have now shipped over 400m devices cumulatively incorporating its multimedia SoC (System on Chip) IP cores, Imagination Technologies, a leading multimedia and communications technologies company, says that it foresees the total addressable market (TAM) for SoCs incorporating mobile and embedded graphics and video acceleration engines will exceed 3 billion units per annum within five years.

    Imagination says that the mobile and embedded multimedia market is set for further growth with most categories of devices ultimately needing high performance, low power graphics and video for a broad range of applications including user interface, gaming, personal navigation, internet content and video telephony, as well as a growing range of high performance non-graphics related algorithms using general purpose graphics processor (GP-GPU) capabilities. Imagination continues to deliver leading edge technologies to both drive and ride these trends.

    Imagination made its name by foreseeing the rise of mobile multimedia, where its POWERVR technology for OpenGL, OpenGL ES, OpenCL and other APIs is the de facto standard in embedded and mobile with over 70% market share.

    Over 70 SoCs incorporating POWERVR SGX graphics are in design or production today; and more than 10 SoCs utilizing multi-processor POWERVR SGX MP cores are currently in design or in silicon. Chips based on Imagination’s POWERVR Series5XT MP (multi-processor) graphics cores will be demonstrated in December 2010 at an Imagination event in Japan, delivering unprecedented levels of mobile graphics performance for use in next generation devices.

    In the tradition of earlier POWERVR families the next generation POWERVR Series6 graphics architecture, code named ‘Rogue’, will continue to drive the market by delivering the best industry metrics in performance per mm2 and performance per mW. This technology has already been selected by multiple tier one partners, with more engagements in the pipeline. Details of next generation POWERVR Series6 technology will be announced in due course.

    Imagination CEO Hossein Yassaie says: “The mobile and embedded multimedia market continues to build momentum but there is much more to come. Driven by customer demand for advanced graphics, and the debut of GP-GPU APIs like OpenCL, The compute density of GPUs in mobile and embedded devices is set to increase dramatically. Many of our key ecosystem developer partners have commented on the significant advantages of targeting the 400m and growing installed base of POWERVR graphics powered devices, thanks to the benefits of consistent and reliable behaviour of their advanced graphics applications on such a wide range of platforms alongside the support of our applications engineers.”

    Continued Yassaie: “HD Video acceleration will need to deliver both high quality 2D and stereoscopic 3D and multi-stream multi-standard capabilities for both decode and encode functions. These are set to become essential features in these devices as the revolution in video content delivery, social networking and video telephony continues to accelerate.”

    Imagination’s technology is shipped in mobile devices from brands including: Apple, Archos, Motorola, HTC, RIM, Sony Ericsson, Nokia, NTT DoCoMo and Samsung.

    Imagination’s ENSIGMA UCC multi-standard broadcast radio and TV communications and connectivity technologies have also now shipped in tens of millions of devices, reflecting Imagination’s success in deployment of its ever broadening IP portfolio. A fourth generation of the company’s ENSIGMA UCC technology will debut early in 2011 and is already available for licensing to lead partners. Imagination has also continued to expand its META processors, adding further IP platforms for applications including digital audio and an upgraded range of high performance hardware multi-threaded processor cores with powerful 32-bit DSP capabilities.

    Multimedia and connectivity technologies transforming much wider markets than just smartphones, says Imagination [Nov 15, 2011]

    Smart technologies powering smart devices is key

    Tokyo, Japan: Imagination Technologies, a leading multimedia and communications technologies company, says that it believes three key trends will transform the consumer electronics industry and also drive many new vital emerging markets in the next few years. These trendsare:

    1. Parallel software revolution: high performance, ultra-low power GPUs (graphics processing units) that are best known for powering the user interfaces and games in smartphones today will become the ‘heavy lifting’ processors of tomorrows SoCs. GPUs will become vastly more powerful thanks to their scalable parallel processing capabilities, triggering a mass market parallel software revolution.
    2. Connected products have just begun: connectivity to the internet will become a ’must-have’ feature for not only every consumer product, but an emerging array of broader products from healthcare equipment to home automation systems, resulting in billions of new connected products.
    3. On-chip RPUs: highly programmable communications capabilities, built using RPUs (radio processing unit) that support a broad range of major global connectivity and broadcast receiver standards, will be essential for the next wave of integration. RPUs will become fully integrated on-chip, just as Imagination predicted would happen for GPUs more than ten years ago, to achieve the high performance, low cost, low power consumption characteristics that consumer and emerging markets will expect as standard.

    Say Tony King-Smith, VP marketing, Imagination: “Imagination’s business has always been focused on enabling new markets as well as taking full advantage of discontinuities in the evolution of more established and familiar product categories. Our PowerVR GPU and VPU (video processor) technologies continue to enable profound transformations in user experiences in an ever broader array of consumer and mobile products, resulting in consumers now expecting these same user experiences on every device they use.

    “Given our experience in these markets, and our strategic relationships with many of the world’s leading semiconductor, end product, content, applications and internet technology companies, we are increasingly confident that our Ensigma RPU communications IP cores, complemented by our Meta connected processors and Flow connectivity technologies, are destined to power many of the next wave of ubiquitous cloud-connected smart devices and systems throughout the home, car, office and factory, as well as enabling innovative new mobile and embedded products that touch everyone’s lives.”

    GPUs are transforming the future of processing as well as graphics

    Imagination made its name as a leader in development of underlying multimedia and communications technologies now found in many of today’s most innovative products. More than ten years ago key engineers in Imagination saw the emerging trend to integrate high performance graphics and video on-chip alongside CPU, memory and other key functions to enable SoCs (systems on chip). As a result of that vision, its PowerVR GPU technology for OpenGL, OpenGL ES, OpenCL, DirectX and other APIs is the de facto standard in embedded and mobile with over 500m devices shipped and 70% market share, while its video decoders and encoders are at the heart of more than 200m devices.

    Having seen the revolution in user experiences in mobile thanks to the processing power of GPUs, consumers now expect that same experience everywhere – from TVs and hi-fi equipment to any device they interact with.

    However, the GPU revolution has barely started. Over the next few years, the rise in available GPU processing power will transform much more than the user interfaces and gaming experiences of hundreds of millions of phones and tablets. The emergence of general-purpose GPU computing (GPGPU) will result in sophisticated algorithms, previously considered to be the sole domain of high end computers, starting to find their way into consumer products – running on the same GPUs already used for these rich GPU-based user experiences. Since a GPU is a truly parallel processor, performance scales efficiently with advances in silicon processes, and becomes significantly more powerful the more execution units are added. This means that at last the parallel software revolution can begin, thanks to the enormous installed base of suitable GPUs that are now starting to proliferate in the market, combined with the emergence of industry standards such as Khronos Group’s OpenCL and Google’s Renderscript Compute to program them.

    Imagination’s next generation PowerVR Series6 graphics architecture, codenamed ‘Rogue’, has already been adopted by many of the world’s leading players, and will spearhead this transformation across many markets by delivering exceptional performance per mm2 and per mW. These next generation PowerVR GPUs will bring supercomputer class parallel processing to the mobile and consumer world, as well as stunning next generation graphics. PowerVR Series6 GPUs have already been selected by eight partners, with more engagements in the pipeline.

    Connecting Processors and Products to the Cloud drives ‘The Internet of Everything’

    The rise of Cloud technologies is creating exciting new markets and discontinuities in existing ones as all devices evolve to take advantage of connectivity. New applications in healthcare, home automation, security, smart energy and elsewhere will all increasingly follow the trend of computing and smart phones, and begin taking advantage of significantly enhanced functionality enabled by Cloud connectivity. And as consumers continue to embrace their world in the Cloud, so everything from cars to toasters will need to become connected.

    However, deploying Cloud connectivity is far more complex than simply having a Wi-Fi port on a device. The services and infrastructure needed to ensure any connected products deliver everything expected by today’s smartphone-equipped consumer are complex and broad. Bringing together everything needed to make these products ‘just work’ is a challenge for all but the biggest engineering teams.

    Imagination is unique in delivering many of the underlying technologies needed to make these connected smart systems happen. From its Ensigma communications RPU (radio processor) IP to enable ubiquitous connectivity, to its Meta connected processors, Flow technologies and FlowWorld portal, Imagination is creating a comprehensive technology infrastructure from the device to the Cloud for anyone contemplating creating a Cloud-connected product. By delivering this unique ‘shrink-wrapped’ connectivity technology portfolio, together with a growing ecosystem of Cloud services providers, Imagination will enable engineering teams to create a broad range of tomorrow’s connected solutions for a global market. The Ensigma RPU’s implementations of more than 20 standards, with more to come, including every major HD and SD TV as well as radio broadcast receiver standard, together with 802.11a/b/g/n Wi-Fi and Bluetooth v3.0 connectivity standard today, will enable truly global next generation connected smart devices.

    Imagination’s platform solutions also include the highly integrated MetaFlow family of connected processor reference platforms, being demonstrated for the first time publicly in Japan this week. Based on SoCs built from Imagination’s Meta processor IP and Ensigma RPU communications IP families, these complete systems, incorporating Flow technologies, enable systems designers to develop the next generation of connected products and solutions, with the backing of our growing portfolio of Cloud-based services from both Imagination and its partners.

    SoC Integration of high performance GPUs and RPUs is Unstoppable

    More than ten years ago, Imagination forecast that on-chip GPUs alongside CPUs would become the norm. Today, that forecast has become reality. However, the relentless demand for lower cost and power while increasing performance and functionality means that the next logical step is to integrate not only the graphics and video on-chip, but the communications too. SoCs must be sold in high volume to be commercially viable, which has historically meant that communications has remained off-chip due to the proliferation of regional standards.

    However, thanks to multi-standard, multi-stream solutions such as Imagination’s Ensigma Series3 RPU, SoC designers can now integrate all the communications functionality they need, and configure it to any target market by software. In the same way that integrating GPUs and VPUs (video processors) on-chip is enabling multimedia everywhere, so the next wave of integration is now arriving thanks to the RPU.

    Imagination has been designing SoC solutions for its partners for many years, enabling it to help its partners create total SoC solutions a growing set of target markets. The Toumaz TZ1090 ‘Xenif’ SoC used on the MetaFlow ‘Minimorph’ reference platform is a recent example of what is possible.

    Other technologies disrupting markets from Imagination

    Imagination will also be demonstrating technologies that will be driving other key industry trends including:

    • Ray-tracing technologies for cinematic-quality interactivegraphics. Thanks to its innovative new ray tracing technologies, Imagination and its professional graphics group Caustic Professional will be bringing a series of innovative new products to market throughout 2012, initially targeting professional CAD markets as well as advanced game asset development and the creative media industries. Imagination will ultimately bring these technologies to the mobile and embedded device market as part of future generations of its PowerVR GPU IP cores
    • VoLTE (voice over LTE) and V.VoIP (video and voice over IP) technologies that will transform how voice and video calls are made as IP replaces circuit-switched call technologies. Imagination and its telecoms technology group HelloSoft V.VoIP continue to expand its unique portfolio of VoLTE and V.VoIP voice and video SDKs, delivering a consistent cross-platform carrier-grade experience across every major mobile and consumer platform

    Open Mobile Summit 2011: Allan Johnson of Imagination Technologies [Nov 9, 2011]

    RCR WIRELESS NEWS interviews Allan Johnson, GM of HelloSoft V.VoIP at Imagination Technologies

    Expect Eight Wireless Trends In 2012 [Electronic Design, Dec 13, 2011]

    Wireless connectivity has become essential to the way we live and do business today. There are about 6 billion cell-phone accounts worldwide for the 7 billion or so people on the planet. ABI Research estimates that cellular subscribers worldwide reached the 6 billion mark in 2011.

    In the U.S. alone, cell-phone accounts outnumber the 312 million population. There also are more than 100 million smart phones enabled. And, both of those statistics are growing. Annual worldwide cell-phone sales totaled 1.49 billion units in 2010 and are expected to grow to 1.77 billion in 2016, according to research group OVUM.

    The Rising Smart Phone

    3G Buildout

    Traffic, Tablets, And Backhaul

    Small Cells

    New IP Methods

    There is an ongoing movement from older cellular voice technologies to new Internet protocol (IP) methods. Smart phones use 3G and 4G LTE for data but still incorporate the older technologies (GSM, cdma) for voice. Ultimately, voice will be carried over the LTE systems.

    The standards have not been fully established, nor is there one agreed upon method. Instead carriers are testing voice over LTE (VoLTE) and circuit switched fallback methods. Imagination Technologies of the U.K. believes its HelloSoft 4G voice over IP (VoIP) softwarewill help push VoIP as the ultimate standard.

    NFC’s Ascension

    The Internet Of Things

    In The Cloud

    Imagination launches HelloSoft 4G VoLTE platform and SDK [Oct 25, 2011]

    4G World, Chicago, USA: Imagination Technologies, a leading multimedia and communications technologies company, is launching its HelloSoft 4G VoLTEsolution for smartphones, tablets, and mobile computing devices at 4G World 2011 in Chicago (24-27 October, stand 1430).

    Imagination’s HelloSoft V.VoIP (voice and video over IP) SDK’s enable the most comprehensive multiplatform mobile device solutions in the world for delivering the full range of two-way real time communications including Voice over LTE (VoLTE), Voice Call Continuity (VCC) Video and Voice over IP (V.VoIP) and SMS over IP.

    Imagination’s VoLTE solution is fully standards compliant with 3GPP Voice over LTE and IR-92 specifications, and incorporates award winning multiplatform HelloSoft VoIP technology featuring AEC (Acoustic Echo Cancellation) and NC (Noise Cancellation) to produce superior voice quality on 4G mobile devices.

    Says Tony King-Smith, VP marketing, Imagination: “VoLTE is the future of cellular voice communications and is beginning deployment now. It’s exciting to see VoLTE open up a wide range of new use cases and capabilities for voice-based communications, evolving voice from basic audio telephony into a highly integrated capability permeating all aspects of smartphone functionality. We are excited by the prospects for Imagination’s technologies being at the forefront of this evolution.”

    The HelloSoft V.VoIP SDK and VoLTE solutions are ideal for mobile device developers, OEMs and carriers.  The products offer developers, OEMs and carriers outstanding voice quality over 4G LTE networks, and at the same time provide a path to rapid development of innovative next generation voice enabled applications.

    Says Allan Johnson, general manager, HelloSoft V.VoIP at Imagination Technologies:  “Carrier network interoperability can be very complex and achieving outstanding voice quality is difficult across varied network conditions. Furthermore, achieving highly reliable performance on a diverse range of mobile device chipset architectures is challenging. To solve this, we created easy to use APIs that are portable across Android, iOS, Linux and Windows operating systemsfor essentially ‘write once, run anywhere’ code while at the same time providing SDK implementations that are highly optimized across processor and modem architectures. Imagination’s HelloSoft V.VoIP SDKs and VoLTE solution are simply the most comprehensive high performance multiplatform solutions on the market for voice and video over IP on 4G mobile devices.”

    Imagination’s HelloSoft voice and video over IP products also include field proven Dual Radio Voice Call Continuity (DR-VCC) technology with capability to support Single Radio VCC. Combined with the HelloSoft VoLTE solution, HelloSoft VCC enables seamless handoff of VoIP and circuit switched calls across 4G/3G/2G networks and also between multiple IP networks such as LTE, WiFi and WiMAX.

    Imagination’s HelloSoft V.VoIP solution is also available as a complete turn-key client.

    About HelloSoft V.VoIP

    Imagination’s HelloSoft range of licensable IP includes comprehensive platforms for high quality, power-efficient VoLTE, VoIP, Video over IP and rich communications for multi-mode wireless and wireline devices.

    HelloSoft technologies are ‘carrier-grade’ and deployed in millions of devices,  built on years of engineering experience to ensure that they are ready for the most extensive of commercial network deployments, and are available for Android, iPhone, Windows and Linux platforms.

    About Imagination Technologies
    Imagination Technologies Group plc (LSE:IMG) – a global leader in multimedia and communication technologies – creates and licenses market-leading multimedia IP cores for graphics, video, and display processing, multi-threaded embedded processing/DSP cores and multi-standard communications and connectivity processors. These silicon intellectual property (IP) solutions for systems-on-chip (SoC) are complemented by platform level IP and services, a strong array of software tools and drivers and extensive developer and middleware ecosystems. Target markets includemobile phone, handheld multimedia, home consumer entertainment, mobile and low-power computing, and in-car electronics.Its licensees include many of the leading semiconductor and consumer electronics companies. Imagination has corporate headquarters in the United Kingdom and US headquarters in Sunnyvale, California, with sales and R&D offices worldwide. See: www.imgtec.com.

    World’s lowest cost, US$40-50 Android smartphones — sub-$100 retail — are enabled by Spreadtrum

    Updates: Spreadtrum selects CSR connectivity and Location for Smartphone reference designs [CSR press release, Feb 27, 2012]

    CSR plc (LSE: CSR; NASDAQ: CSRE) today announced that Spreadtrum Communications, Inc. (NASDAQ: SPRD), a Chinese fabless semiconductor company, has chosen CSR plc to provide wireless connectivity and location technologies for the Spreadtrum® SC8805G TD-SCDMA and SC6810 EDGE/WIFI low cost smartphone reference designs in order to meet market demand in China and emerging markets for internet access, data transfer, and location. Specifically, CSR will provide its CSR6027™ Wi-Fi solution, the SiRFstarIV™ location platform and Bluetooth for the reference designs. This is an extension to CSR’s relationship with Spreadtrum on feature phone platforms on which CSR connectivity, location and Bluetooth technologies are already in volume shipment.

    “Spreadtrum has been instrumental in helping Chinese manufacturers to capitalise on the smartphone revolution by offering low-cost, easy-to-integrate processors and reference designs that speed time-to-market for wireless communication products,” said Ahmet Alpdemir, senior vice president of CSR’s Mobile Business Group “We view this partnership as an excellent way to continue to expand our market presence in China and other emerging markets for cost effective smartphones.”

    Part of CSR’s UniFi® product line, CSR6027/6030 is a WAPI-qualified version for the Chinese market of the CSR6026™ single-chip solution delivering Wi-Fi 802.11n support for mobile embedded devices such as smartphones. The product provides manufacturers with low-cost, high performance Wi-Fi support without compromising battery life or space. CSR6027 offers a PowerSave feature ensuring that mobile devices can achieve optimal battery life, and offers a very small system footprint and very low eBom (electronic bill of materials), enabling easy integration into mobile devices.

    SiRFstarIV is the market-leading location platform, now deployed in hundreds of consumer products worldwide, offering high acquisition and tracking performance and accuracy, low battery consumption, and active jammer removal. These features will bring to consumers of SC8805G and SC6810-enabled devices the ability to get a position fix with optimal speed, in varying conditions such as under dense foliage or in urban canyons, with very low battery consumption.

    About the SC8805G and SC6810

    The SC8805G for TD-SCDMA and the SC6810 for EDGE/Wi-Fi both come with a hardware reference design and compliance-tested software, which will accelerate time to market. Both are based on an ARM-9 600MHz processor which supports Android 2.2, 2D graphics, camera support up to 5MP, MPEG4 decoder and encoder, an HVGA touch screen LCD display and a range of connectivity options including Wi-Fi, GPS, Bluetooth.

    About CSR

    CSR is a global provider of innovative silicon and software solutions for the location-aware, media-rich, cloud-connected world. Our platforms are optimised for the automotive navigation and infotainment, digital cameras and imaging, connected home infotainment and wireless audio markets. We provide solutions to complex problems in the audio-visual, connectivity and location technology domains across a broad range of markets, with a technology portfolio that includes GPS/GNSS systems, Bluetooth®, Wi-Fi®, FM, NFC, aptX® and CVC™ audio codecs, JPEG, MPEG, H.264 imaging, IPS printing, microcontrollers, DSPs and broadband receivers. CSR’s technology solutions and market platforms enable its customers to deliver a superior user experience and are adopted by leaders in the auto, computer, home and mobile markets. More information can be found at www.csr.com. Keep up to date with CSR on our blog, or follow us on Twitter at twitter.com/CSR_plc.

    Spreadtrum Introduces 1GHz Low-Cost Smartphone Platform For TD-SCDMA & EDGE/WiFi [Spreadtrum press release, Jan 4, 2012]

    Delivers 1GHz Smartphone Performance to US$100 Handsets

    Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in 2G and 3G wireless communications standards, today introduced a 1GHz Android smartphone platform for TD-SCDMA (SC8810) and EDGE/WiFi (SC6820) and announced that both products are now sampling with customers. With these two new solutions, Spreadtrum is redefining the performance standard for low-cost smartphones, enabling OEMs to deliver 1GHz performance at US$100 retail prices.

    “Our 1GHz Android platform sets a new bar for low-cost smartphone performance,” said Dr. Leo Li, Spreadtrum’s president and CEO.  “The graphics and web browsing performance of the SC8810 and SC6820 compares favorably to one of the most popular smartphone models globally, delivering a high performance applications and gaming experience for consumers. This type of experience has previously been available only in mid- to high-end handset models and can now be delivered by OEMs in US$100 smartphone models.  This will reshape the definition of and consumer expectations for a low-cost handset.”

    Spreadtrum’s 1GHz platform is the most highly integrated, lowest power smartphone platform for the TD-SCDMA market. The solution delivers the lowest chip count with a multimode single-chip RF transceiver supporting TD-SCDMA, EDGE, GPRS and GSM and integrates power management.  The platform’s Cortex A5 processor architecture delivers more than 40% lower power consumption compared to ARM11-based products and more than 70% lower power consumption than Cortex A9 products, delivering differentiated standby and talk time performance relative to other smartphone models.

    Designed with 40nm CMOS silicon technology, the SC8810 and SC6820 baseband platforms are powered by a Cortex A5 1GHz processor and incorporate an advanced multimedia subsystem which includes a Mali GPU with 3D/2D graphics acceleration and supports high definition video playback, a 5 megapixel camera, a WVGA touch panel and connectivity features including Bluetooth, WiFi and GPS. The SC8810 supports TD-SCDMA with HSDPA at 2.8Mbps, HSUPA at 2.2Mbps as well as quad-band GSM/GPRS/EDGE with dual-mode auto handover, while the SC6820 supports quad-band EDGE/GPRS/GSM.  Both products combine silicon hardware with turnkey Android software that reduce both the design time and design resources required to deliver new handsets to market.

    Spreadtrum’s expansion of its smartphone platform coincides with rapidly increasing demand in China for smartphone products.  Industry analysts expect the smartphone market in China to exceed 100 million units in 2012, leading global demand for smartphone products.

    Spreadtrum Introduces Single-Chip MultiMode TD-LTE/TD-SCDMA/GSM Baseband Modem at CES 2012 [Jan 9, 2012]

    Highly Integrated TD-LTE Platform Places Spreadtrum at Forefront of 4G Evolution in China

    Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company” ), a leading fabless semiconductor provider inChina with advanced technology in 2G, 3G and 4G wireless communications standards, today introduced its first TD-LTE baseband modem, the SC9610. Designed with 40nm CMOS silicon, the SC9610 integrates multiple communication standards into a single-chip design, including multiband TD-LTE and TD-SCDMA and quad-band EDGE/GPRS/GSM. The SC9610, which now expands Spreadtrum’s product portfolio to 4G standards, is sampling with customers who are evaluating the chip for use in high end smartphone and datacard designs.

    “Our single-chip multi-mode TD-LTE solution is a highly integrated platform specifically designed for the communication standards in use inChina,” said Dr.Leo Li, Spreadtrum’s president and CEO. “We are launching our solution as China Mobile begins more extensive trials domestically. The depth of experience we bring in TD-SCDMA products, combined with our early leadership in China’s 4G network evolution, positionsSpreadtrumas a long-term leading provider of multimode baseband solutions.”

    TD-LTE or “Time-Division Long-Term Evolution” is a 4G standard and the evolution path from 3G TD-SCDMA for China Mobile, China’s largest domestic operator with more than 640 million total subscribers and an expected 50 million 3G subscribers as of the end of 2011. China Mobile has begun trials and network investment in TD-LTE and will continue to do so until commercial licenses are granted by the China government, which has also required that TD-LTE handsets be backward compatible with TD-SCDMA. Spreadtrum’s leadership in the TD-SCDMA market and the maturity of its multimode technology for TD-SCDMA/EDGE/GPRS/GSM ensures strong performance across both TD-LTE and TD-SCDMA communications standards while the single-chip multi-mode design enables a more seamless handover experience than multi-chip solutions.

    Spreadtrum’s SC9610 supports multiple bands, achieves downlink speeds of 100 Mbps and uplink speeds of 50 Mbps and supports 5, 10, 15 and 20 MHz channels and 2×2 MIMO. The SC9610 is currently progressing through field trials inChinain tandem with customer design-in activities.

    End of updates

    Competitive information:
    Huawei’s IDEOS U8150 smartphone for US$86 in Kenya: 350,000 units sold in 8 months [Aug 17 – 23, 2011] and that is an Android 2.2 smartphone based on Qualcomm SoC
    Blurring lines between smartphones and feature phones: the Muve Music Phone case from Cricket Communications [Dec 2, 2011] where the entry level, Qualcomm SoC based Android smartphone has an M.S.R.P. of $129.99 while on Amazon currently sold for $69.99
    OPhone 2.5 and beyond from Borqs for China Mobile [Dec 5, 2011] in which the current entry-level Ophone 2.5 (Android 2.2 compatible) TD-SCDMA smartphones (based on Marvell’s PXA918/920 SoC) have street price of ~$140
    First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Nov 23, 2011] where other Marvell related information is shown as well the fact is well illustrated that Marvell continues to be the only provider of a single-chip TD smartphone solution, the first to work with SoC customers to deliver $100 TD smartphones.
    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]

    Third Quarter 2011 Spreadtrum Communications Inc Earnings Conference Call [Transcript, Nov 11, 2011]

    In the fourth quarter, Spreadtrum will be introducing a low-cost TD-SCDMA smartphone solution. This solution will be based upon 40 nanometer single core processor, running Android 2.2, that can enable a PCBA cost of less than $30. We believe that this low-cost solution will help to grow total smartphone volume next year.

    We expect the TD-SCDMA market to grow significantly in volumes in 2012 and 2013. The TD network is continuing to improve, and China Mobile phase five deployment is now addressing the blind spots in cities and delivering nationwide coverage as well. The government has indicated that they do not plan to issue a commercial license for LTE until 2014. In the meantime, China Mobile needs to offload the voice and data traffic from the congested 2.5G network to the TD-SCDMA network, which has a greater capacity.

    Consumers now have access to a wider portfolio of feature phones and smartphones, with the price and performance of TD-SCDMA feature phones close to the EDGE handset.We believe that in 2012 the TD-SCDMA market will grow to around 90 million units, up from the estimated 50 million units this year. We expect that 60 million units will be delivered through the China Mobile central and local channels. Another 30 million units will sell through the open channels.

    With the 40 nanometer platform, we are now — is more than 50% of market share of total shipments of TD-SCDMA market. I hope we can maintain a dominant position moving next year, because continue with the 40 nanometers products.

    On top of that, like I said in my script, we have introduced low-end smartphone platforms, so by the end of the year, to the TD-SCDMA market as well. So, in other words, we will be providing more products, a better portfolio to the TD-SCDMA market, so, hopefully, that we will still maintaining the leading position in TD-SCDMA market.

    Bill Lu – Morgan Stanley – Analyst

    I think you’re introducing some smartphone solutions right now. If we just focus on the EDGE solution, this is something that a couple of competitors have done in the past, and it hasn’t done very well, historically, right — the EDGE smartphone. I think part of it was maybe cost was too high. It sounds like you’re addressing that.

    Your PCBA cost is quite low, but something that other people complain about is also the performance just isn’t good enough with a low velocity processor — that the whole thing is just too laggy. You’re going to do it with a single chip approach. I’m sure you’ve talked to many customers about this.What kind of feedback are you getting from customers, and how do you think (inaudible)?

    … local kings and the brand names, operators in the emerging market. They all asked me the same question. They said, Leo, can you provide us with adequate performance? Not the best — not even say good performance — adequate, right? However, with the EDGE (inaudible), right? And the EDGE / WiFi, obviously, Android based.

    Basically, the idea is it’s not necessary to say, hey, let’s, like, take more — customer away from high-end smartphones. Rather, I think this is to convert some of the high-end feature phone people to, say, affordable smartphones.

    To address your first part of the question, you say, hey, Leo, why the competitors have a similar solution, and they’re not as successful as we think. There — you said one reason is the cost is not low enough. Second, we also compare our performance, which is 40 nano, about 600 megahertz, and on the same — the Android 2.2, right, what we found was the better or improved performance on our chip.

    On top of that, one of the main things, also, is the 40 nano brings down the current consumption — power consumption, right. That also helps a little bit. However, yes, this is the first introduction to the market. I think it has the usage. I said it my script also.

    If you want to say use WCDMA based smartphones, right. So, in addition to more expensive baseband chips, on top of that, you have to pay also the IP royalty to others, and that which is like a 6% to 7% of handset price, that is very, very high. So — and in the emerging market, the WCDMA signals is not that great. Coverage is very poor, so it’s no point to use the WCDMA.

    Rather, if you have one of the faster communication, use WiFi, and then, the rest of the day, just use EDGE. So it seems to be attractive product.The feedback from customers, by the way, on this one, is very positive.

    … could talk about your [smartphone] targets …

    What I said in my script, with low-end introduction, 600 megahertz, single core. However, I think, around Q1 next year, we will be introducing a one gigahertz TD-SCDMA smartphone chip to the market, and also, 900 to one gig EDGE/WiFi Android 2.2 and Android 2.3 platforms to the market. Yes.

    I think the smartphone is very important to everyone, so we also kind of try to speed up the smartphone development. So, the first ones are 600 megahertz, like I said, TD-SCDMA and EDGE/WiFi to both market.

    Qin Zhang- JP Morgan – Analyst

    I just have a follow-up question on this. So, for instance, my understanding is that Marvell actually has over 50% market share in the TD smartphone segment in the fourth quarter. I just wonder, like, what is the target market share that you think Spreadtrum can get in the TD smartphone space?

    Yes. In Q3, even early part of the Q4, obviously, we do not have a low-end smartphone solution.Yes, the other people who had a solution enjoyed the show there. However, I think, next year, when we introduce the low-end 600 megahertz — and we will be introducing one gig in — like, an Android 2.3 product to the market. I mean, the cost will be very competitive, and yes, the performance will be attractive to regular consumers — a better performance. That’s my point.

    I think we definitely can take market share away from the competitors — to exactly what number, obviously, the higher the better for us. However — my — the general point, really, is with the smartphone solution, we definitely will be able compete better — I mean, next year — a better position to compete next year.

    Qin Zhang- JP Morgan – Analyst

    Got it. And my second question is also on — it’s also on the timeline of the Android product. So, I just wonder, like, let’s say, for the fourth quarter, when we launch the TD-SCDMA, as well as EDGE Android platforms, how many months do we have to wait until we see these products in the retail market?

    I think you should be able to see that in Q1, hopefully, on the — unfortunately, Q1, there is China — Chinese New Year, right — a delay, somewhat, for the action. I think, generally, the — in Q1 and early Q2, there definitely will see the product introduced to the market, both for TD and for EDGE/WiFi. And then, also, that — we’re talking about the one we introduce by the end of this year, Android 2.2. And then, I think, around Q2 timeframe, yes, we should be introducing 2.3 to the market as well. So we are addressing smartphones segment next year.

    Bill Lu – Morgan Stanley – Analyst

    … your EDGE smartphone … I think you have mentioned that this solution is including WiFi. Is that your own WiFi, or are you buzzing somebody else’s WiFi?

    … I do not have my WiFi solution yet. I think that we will work with a partner. …
    [they have selected CSR6027™ Wi-Fi solution for that, which was announced by CSR just on Feb 27, 2012 on MWC, but the decision should have been much earlier]

    Jessica Chang – Deutsche Bank – Analyst

    Thanks. Hi, Leo and Shannon. Congrats on your good results again. I have a few questions. First, can you share with us how many TD smartphone customers have you been working with right now?

    Five to six clients. … entering mass production … Q1 next year. … with the Android 2.2 platform.

    Jessica Chang – Deutsche Bank – Analyst

    And how about your — the EDGE/WiFi smartphone? How many clients do you have right now? 

    I have more clients. Maybe eight to ten customers.Yes. I think the introduction to the market will be also in Q1 timeframe.

    Jessica Chang – Deutsche Bank – Analyst

    … you have so many new products and different platform, different geometry and clock space. Can you help us to maybe rank your growth driver for next year — maybe, like, your first three, by the (inaudible)?

    Yes, we have quite a few products, which will be — introduced or will be introduced to the market. That’s why I spent so much money in R&D. Anyway, I think the first one will be smartphones introduced to the market, like, 600 megahertz, right — clock speed wise.

    And then, the second quarter, or Q3, will be one gigahertz, or 900 megahertz, smartphones solution to the market.The second, also, in next year — I think, around summertime next year, most of — almost all of our products will be 40 nano based, which is very good.

    Thirdly, also, the driving factor will be — in the summer, or Q3, will be first to hopefully introduce a WCDMA solution to the market. That is revenue I never had before. Okay? So, it would be nice to have some new additional revenue. In other words, the driving factors, from technology product point of view, are smartphones and 40 nano based and thirdly,Ws.

    Jay Srivatsa – Chardan Capital Markets – Analyst

    Yes. Thanks for taking my question, Leo. There’s been a lot of questions on TD. Let me ask a question on WCDMA. As you look to next year to roll out your WCDMA solution, obviously, there’s a large incoming player there. How do you hope to be able to penetrate that market successfully with your solution?

    The WCDMA position product — first of all, we’re going to use our 40 nano based platform to do the design, so that, not only the die size will be fairly small, right. Second, the current consumption will be fairly good, and also, in same time, to enhance the performance of WCDMA products. So — and also, with the — like, HSPA+ type of WCDMA, combined with the 2.5G platform of Spreadtrum’s, I think our products will be fairly competitive and attractive.

    I know the WCDMA is a relatively mature — more mature market than TD. There’s more competitors out there. However, with a more advanced platform, and then, with the — with — so, with the turnkey solutions, and there’s some business models, and also, closeness to the handset makers that in China, and I think we are confident to compete in that area as well.

    Jay Srivatsa – Chardan Capital Markets – Analyst

    You’ve talked about Android quite a bit. Can you — and the other hardware development you’ve got coming. Can you talk a little bit on the software side? What is your plan to go after Windows Mobile or other operating systems, as you look ahead to some of the other products out there?

    We have a plan also to engage with Windows. I think, maybe, not this year. Maybe — hopefully, we’ll start the next year.You can see the clear trend. Nokia and Microsoft, I think, want a more massive introduction to the market — the Windows — Window based — Windows 7, right? I think it started with 7. Maybe year after next year, it end up with 8.Who knows?

    But, yes, I think that’s one of the things that we will catch up with. However, at the moment, for open market, the Android, free of charge — still a nicer thing to the customers.

    Spreadtrum Introduces World’s Lowest Cost Android Smartphone Platform for TD-SCDMA and EDGE/WiFi, Reaffirms Q4 Guidance [Spreadtrum press releases, Dec 8, 2011]

    Solutions Define New Entry Level for Smartphones, Increasing Affordability for China and Emerging Market Consumers

    SHANGHAI, Dec. 8, 2011 /PRNewswire-Asia-FirstCall/ — 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 the commercial availability of two low-cost Android smartphone platforms, the SC8805G for TD-SCDMA and the SC6810 for EDGE/WiFi.  The two 40nm-based 600MHz solutions are based on a low power, cost efficient architecture that lower total phone cost to US$40-50, well below currently available smartphones and easily within reach of sub-$100 retail prices.  This entry point can accelerate the overall footprint for smartphones in China and emerging markets by appealing to consumers who might otherwise choose a high end feature phone and by expanding smartphone distribution beyond operator channels to the open market.

    “The SC8805G and SC6810 mark Spreadtrum’s entry into the smartphone category [via Android],” said Dr. Leo Li, Spreadtrum’s president and chief executive officer.  “We have combined our expertise in 40nm baseband platforms [meaning SC88xx and SC68xx series of SoCs require an additional application processor chip as well] and highly integrated systems to deliver a low-cost solution in a new price segment that will make smartphone devices more accessible to consumers in China and emerging markets.”

    Spreadtrum also reaffirmed previously-released Q4 revenue guidance of US$188 million – US$194 million and gross margin guidance of approximately 41%.  Dr. Li added, “Our smartphone solutions for TD and EDGE/WiFi are now commercially available and have started shipping. Demand in our 2G and 3G business lines remains healthy and we are on track to meet or exceed our Q4 revenue outlook.”

    The SC8805G and the SC6810 are based on Spreadtrum’s turnkey platform, which consists of a hardware reference design and compliance-tested software suite that reduces the engineering requirement and accelerates time to market for handset manufacturers. The two solutions incorporate an ARM-9 600MHz processor, integrate power management and support Android 2.2, 2D graphics, camera support up to 5MP, MPEG4 decoder and encoder, an HVGA touch screen LCD display, as well as connectivity and broadcast functions including Wi-Fi, GPS, Bluetooth, FM and mobile TV.

    The SC8805G targets China’s growing demand for low-cost smartphones, supporting China Mobile’s TD-SCDMA standard. China Mobile estimates that next year more than 30 million TD-SCDMA smart phones will be sold to consumers, most in the low-cost segment. The SC6810 is designed for emerging markets, where 3G rollouts are still in development and EDGE/WiFi provides consumers interested in a smartphone experience with the best coverage available.

    The two platforms have been designed into models by more than a dozen handset manufacturers, with the first models expected to ship this month. Designs with Spreadtrum’s SC8805G have passed China Mobile’s qualification testing, paving the way for product launch.

    About Spreadtrum Communications

    Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum”) is a fabless semiconductor company that develops baseband and RF processor solutions for the wireless communications market.  Spreadtrum combines its semiconductor design expertise with its software development capabilities to deliver highly integrated baseband processors with multimedia functionality and power management.  Spreadtrum has developed solutions based on an open development platform, enabling its customers to develop customized wireless products that are feature-rich to meet their cost and time-to-market requirements. For more information, visit www.spreadtrum.com.

    Earlier comprehensive information about Spreadtrum: Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]


    Hisense N52 is a feature phone (with CMMB etc.) as New Postcom N332 and T-Smart Q1 are.
    Also in the follow-up: Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors [July 11, 2011]

    Currently available, related products:

    3G Series Baseband Chips:
    SC8800D : TD-SCDMA/GSM/GPRS Multimedia Baseband Chip with ARM926EJ-S® core, clock speeds up to 100MHz
    SC8800S : HSDPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, speeds up to 200MHz: can be used to develop the solutions of Feature phone and Smart phone; and it also can be applied for the PC data card solutions.
    SC8800G : TD-HSPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, clock speeds up to 400MHz:
    >>> the world’s first 40nm low power TD-HSPA/TD-SCDMA dual mode communication baseband processor
    >>> can be applied to develop the solutions of Feature phone and Smart phone at extremely low cost.

    2G Series Baseband Chips (all with ARM7TDMI® at either 78/80/104/192/200MHz) : SC6600D / SC6600H / SC6600I / SC6600L6 / SC6600L7 / SC6600R / SC6800D / SC6800H / SC6610/SC6620

    Previous products:

    SC8800H : HSDPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, speeds up to 200MHz: for enabling handset manufacturers and operators to offer powerful 3G applications.

    Comparison of H, S and G baseband chips of the SC8800:

    Spreadtrum Baseband Chips SC8800H-S-G -- Dec-2011

    In more detail from SPRD Annual and Transition Report on EDGARonline [April 6, 2011]

    The SC8800 series of baseband semiconductors was first commercially released in October 2005 and is designed for value multimedia and mid-range multimedia wireless terminals that support TD-SCDMA/HSPA and GSM/GPRS/EDGE. The SC8800 baseband semiconductors support dual mode functionality, which enables wireless terminals to support 2G, 2.5G, 2.75G, 3G and 3.5G technologies, and incorporate integrated power management. The SC8800 series supports up to 2.8Mbps HSDPA and 2.2Mbps HSUPA features. Additionally, the SC8800 series supports a digital still camera with a resolution of up to 5 mega-pixels. The SC8800 series incorporates multimedia functionality, which includes streaming video, video telephony, digital audio playback that supports MP3 and other music formats such as AAC and AAC+ and MPEG4 digital video playback, and 64-channel polyphonic ringtone playback.

    Model Number   Date of Initial Commercial Release   • Target Wireless Handset

    SC8800D   October 2005   • Value TD-SCDMA handsets
    [but developed SC880A as “world’s first single chip dual-mode TD-SCDMA/GSM baseband chip” in Apr, 2004 – see below]

    • GSM/GPRS Class12, TD- SCDMA Downlink 384kbps
    • ARM926EJ core.
    • 16K I-Cache,16K D-Cache
    • AMR-NB/Midi/ ADPCM/AAC
    • Integrated with SDIO I/F
    • Integrated touch panel driver

    SC8800S   September 2009   •  Multimedia handsets [like the Lenovo O1 smart phone which also has a 624 MHz Marvell PXA310 application processor] [but developed SC8800H Feb, 2007 – see below]

    • GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 1.6Mbps Dual-band
    • ARM926EJ 160MHz
    • AMR-NB/Midi/ ADPCM/AAC/AAC+
    • MPEG4/H.263 QVGA Decoding 25fps
    • 2M YUV I/F, 5M JPEG I/F
    • Integrated touch panel driver

    SC8800H   February 2010  • Videophone handsets [like the Hisense N51 or T-Smart Q1 feature phones] [but developed SC8800H Feb, 2007 – see below]

    • GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 1.6MbpsDual-band
    • ARM926EJ 200MHz
    • MPEG4/H.263 QCIF Codec 15fps
    • 2M YUV I/F, 5M JPEG I/F
    • Integrated touch panel driver

    SC8800G   December 2010   •  CMMB handsets [rather for high-end feature phones [like the Hisense T36 and T39] – see the below CEO statement in Oct’11]

    • GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8Mbps/HSUPA 2.2MbpsDual-band
    • ARM926EJ 400MHz
    • AMR-NB/Midi/ ADPCM/AAC/AAC+
    • MPEG4/H.263 CIF Decoding 30fps
    • H.264 QVGA Decoding 30fps
    • 2M YUV I/F, 5M JPEG I/F
    • Integrated touch panel driver

    SC8801G   December 2010   •  Ultra Low-cost handsets [rather for low-end feature phones [like the Huawei T2011 or Hisense T30 TD, T11 and T51] – see the below CEO statement in Oct’11]

    • GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8MbpsDual-band
    • ARM926EJ 256MHz
    • AMR-NB/Midi/ ADPCM/AAC/AAC+
    • MPEG4/H.263 CIF Decoding 30fps
    • MPEG4/H.263 QCIF Codec 15fps
    • 2M YUV I/F
    • Integrated touch panel driver

    SC8802G   December 2010   •  TD Modem

    • GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8Mbps/HSUPA 2.2MbpsDual-band
    • ARM926EJ 192MHz16K I-Cache,16K D-Cache
    • AMR-NB/Midi/ ADPCM

    [SC8805G is for the Android smart phones – see the below CEO statement in Oct’11. ]

    Related Milestones :

    2001. Jul. Spreadtrum’s wholly-owned subsidiary established in Shanghai, China.
    Apr. Spreadtrum incorporated in the Cayman Islands and its wholly owned subsidiary established in California, USA.

    2004. Apr. Developed the SC8800A, the world’s first single chip dual-mode TD-SCDMA/GSM baseband chip.

    2007. Feb. Successfully developed the SC8800Hchip, a TD-SCDMA Chip that supports HSDPA.

    2008. Jan. Acquired US-based RF designcompany – Quorum Systems, Inc.

    2009. Feb. Spreadtrum launched the world’s first single-chip RF transceiverto support TD-SCDMA/HSDPA/EDGE/GPRS/GSM standards.

    2011. Jan. Successfully launched the world’s first commercial 40nm TD-HSPA/TD-SCDMA multi-mode baseband processor-SC8800G.

    My own additions:

    The ARM926EJ-S® core is faster than the ARM7TDMI® one. But keep in mind that:
    – The entry level ZTE smartphones (one of the leaders on the entry market) are using the Qualcomm MSM7627 chip which has Dual cores: the main one being a higher performing ARM1136EJ-S at 600MHz, and the second core is a 400MHz ARM926EJ-S processor dedicated to modem duties. See: Blurring lines between smartphones and feature phones: the Muve Music Phone case from Cricket Communications [Dec 2, 2011]
    – The same is true for the Marvell 918/920/920H single-chip based TD-SCDMA phones introduced by a number of vendors on the Chinese market (ASUS, Coolpad, Hisense, Huawei, Guangdong Mobile, Lenovo, Motorola, RIM, Samsung, Sharp, Sony Ericsson, Yulong and ZTE) with its on-chip dedicated, Marvell-designed ARM9 Modem core and an associated Modem DSP core as well.
    – The DMIPS/MHz values of other ARM cores used today is even much higher (in addition to their higher max frequencies for current low power versions shown beneath the DMIPS/MHz values):

    ARM7
    ARM9
    ARM11
    Marvell PJ1 Sheeva
    ARM Cortex A8
    Marvell PJ4 Sheeva
    Qualcomm Scorpion
    ARM Cortex A9
    0.94
    1.1
    1.25
    1.46
    2.0
    2.5
    2.1
    2.41
    200
    600
    1000
    1000
    1200
    1200
    1500
    1500

    Spreadtrum Communications, Inc. Announces Third Quarter 2011 Financial Results [Spreadtrum press releases, Nov 11, 2011]

    BUSINESS HIGHLIGHTS:

    Commenting on the results, Spreadtrum’s Chairman and CEO, Dr. Leo Li said, “We exceeded revenue guidance in 3Q 2011 as quarterly revenue grew in both our 3G and 2.5G product lines. In the TD-SCDMA market, we continued to gain market share with global and domestic handset manufacturers as a result of our breakthrough standby and talk time and high level of integration. Our basebands are powering the TD-SCDMA version of the Samsung Galaxy S II*, which launched in the third quarter and was well received by consumers. The overall TD-SCDMA market has continued to grow at a good pace given the combination of continuously improving network coverage and compelling portfolio of low-cost feature phones and smartphones that are now available to consumers. In the fourth quarter, we are on track to introduce our low-cost 40nm-based smartphone solutions for both TD-SCDMA and EDGE/WiFi, which we believe will drive further growth in both markets going into 2012. Through improvement in product mix, we have been able to mitigate ASP pressure in low-end feature phones. Looking ahead to 4Q 2011, with continuing growth vectors in both the TD-SCDMA and 2.5G markets, we expect revenue to be in the range of US$188 million – US$194 million with a gross margin of approximately 41%.”

    Key business highlights include:

    • Expanded Beyond 50% Market Share in TD-SCDMA: Spreadtrum expanded its market footprint with more than 30 customers with 72 handset models, including both global and domestic tier-1 handset manufacturers, by the end of September 2011. In the third quarter, Spreadtrum achieved a dominant market share position in both the feature phone and fixed wireless handset markets and entered the smartphone market with the Samsung Galaxy S II* launch.
    • Increased Product Footprint at Samsung to Basebands: The TD-SCDMA version of the Samsung Galaxy S II launched in China in the third quarter and is powered by Spreadtrum’s RF and baseband solutions. This is Spreadtrum’s first entry in the TD-SCDMA smartphone market as well as its first shipping baseband design win with a global tier-1 OEM. The successful engagement with Samsung lays the foundation for Spreadrum to engage with other global tier-1 manufacturers.
    • Mitigated Price Pressure in 2.5G Markets with Improved Product Mix: With higher ASP products such as the ARM9-based SC6800H and TD product portfolio, Spreadtrum has been able to mitigate price pressure in the 2.5G feature phone market and maintain revenue growth and margin stability.
    • Completed Majority Acquisition of WCDMA Vendor MobilePeak: Spreadtrum completed the acquisition of a majority 85.6% ownership stake in MobilePeak, in preparation for delivery of WCDMA/HSPA+ solutions by mid-2012.

    (*) Samsung Galaxy S II TD-SCDMA version (i9108) has a Samsung S5PV310 Exynos 4210 dual-core ARM Cortex A9 1.2GHz application processor as well. Its street price currently is ¥ 3100 (US$ 489) vs. ¥ 3750 (US$ 592) list price.

    Strategically important, other information regarding Spreadtrum:

    Spreadtrum and Sohu.com Partner to Deliver an App Store for Feature Phones [Spreadtrum press releases, Nov 3, 2011]

    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 a strategic partnership with Sohu.com Inc., China’s leading online media, search, gaming, community and mobile service group. Through this partnership, Sohu has developed a mobile app store for Spreadtrum’s WRE (“Windows Runtime Environment”) platform for feature phones. Sohu will also use the app store, which supports applications both from Sohu and other mobile developers, to deliver rich Internet applications and services to China consumers.

    Spreadtrum’s WRE platform is middleware for feature phones that enables dynamic loading and updating of applications post-sale, providing the same experience to consumers as smartphone handsets. Sohu has leveraged Spreadtrum’s platform to deliver a complete app store solution, including its related server-side operations. Spreadtrum’s WRE platform with Sohu’s app store solution has been rolled out in volume by one of China’s top ten design houses and is now integrated into Spreadtrum’s standard feature phone platform solution.

    “Sohu.com has more than ten years of experience in delivering applications to more than one hundred million users, and is a leading provider of online applications and games in China,” said Dr. Leo Li, Spreadtrum’s president and CEO. “By partnering with Sohu.com, we bring together their core competency in Internet services with our strength in feature phone platforms, bringing smartphone and app store capability to the highest volume phone segment in China and emerging markets. This expands Sohu’s and other application developers’ reach to a larger mobile user base and transforms the traditional definition of feature phones.”

    Dr. Charles Zhang, Sohu.com Inc’s Chairman and CEO, said: “The strategic cooperation with Spreadtrum is far-reaching in impact to the mobile internet industry. As a global top five mobile phone chip supplier, Spreadtrum’s customers reach a large user base interested in the mobile Internet experience. By cooperating with Spreadtrum, we can provide a variety of mobile internet services to this group of users, including web, video, microblogging, search, maps and other applications.”

    Spreadtrum’s WRE platform with Sohu.com’s app store is now shipping in volume with Spreadtrum’s SC6800H chip to one of China’s top ten design houses. Spreadtrum expects shipments to grow over the coming quarters.

    About Spreadtrum Communications, Inc.

    About Sohu.com, Inc.

    Sohu.com Inc. is China’s premier online brand and indispensable to the daily life of millions of Chinese, providing a network of web properties and community based/web 2.0 products which offer the vast Sohu user community a broad array of choices regarding information, entertainment and communication. Sohu has built one of the most comprehensive matrices of Chinese language web properties and proprietary search engines, consisting of the mass portal and leading online media destination. Sohu corporate services consist of online brand advertising on its matrix of websites as well as bid listing and home page on its in-house developed search directory and engine. Sohu also offers wireless value-added services such as news, information, music, ringtone and picture content sent over mobile phones. Sohu’s online game subsidiary, Changyou.com and its subsidiaries currently operate over 10 online games that includes in-house developed MMORPGs, such as Tian Long Ba Bu, one of the most popular online games in China, and Duke of Mount Deer, as well as Web-based games such as DDTank. Sohu.com, established by Dr. Charles Zhang, one of China’s internet pioneers, is in its fifteenth year of operation.

    Spreadtrum Introduces First TD-Dual-SIM Dual-Standby Solution for TD-SCDMA [Spreadtrum press releases, Oct 11, 2011]

    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 the introduction of the industry’s first dual-SIM dual-standby technology for TD-SCDMA mobile phones. Spreadtrum’s TD-SCDMA dual-SIM technology allows consumers to receive calls and texts, or browse data, on either number while the phone is turned on.

    For consumers, dual-SIM TD-SCDMA provides flexibility in the choice of voice or data plan, allowing them to retain or use different China Mobile subscriptions for different purposes. Dual-SIM provides the added convenience of allowing for two “local” numbers, enabling users to place local-rated calls while traveling between provinces, without carrying two phones. And, it enables users to use phone and data functions from two different SIMs simultaneously, allowing users to optimize their voice or data usage to a preferred plan. Consumers are able to use the dual-SIM capability across both the 3G TD-SCDMA and the 2G GSM/GPRS/EDGE networks and use SIMs from different carriers in the same phone.

    Spreadtrum’s dual-SIM dual-standby feature is the latest in its series of innovations for the China TD-SCDMA market, following the introduction of its SC8800G seriesof basebands on an advanced 40nm platform whose low power consumption delivers breakthrough standby and talk time performance relative to other solutions available in the market. Spreadtrum currently commands greater than 50% market share of TD-SCDMA baseband shipments, and its wireless communications solutions are being used in fixed wireless, feature phone and smartphone handsets sold by both global and domestic tier-1 brands.

    “Dual-SIM enabled by a single baseband is a technology innovation that Spreadtrum was the first to develop for the 2.5G market,” said Leo Li, Spreadtrum’s president and chief executive officer. “Now, by bringing dual-SIM to TD-SCDMA, we are simplifying the 3G handset purchase decision by allowing consumers to take on new subscriptions while retaining their existing plans. We believe this attractive feature will contribute to further growth in TD-SCDMA handset shipment volumes.”

    Dual-SIM dual-standby will be available as an option on Spreadtrum’s SC88xx series of TD-SCDMA basebands as well as future products, beginning in 4Q11.

    Spreadtrum Completes Majority Acquisition of WCDMA Provider MobilePeak [Spreadtrum press releases, Oct 3, 2011]

    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 completed a majority acquisition of WCDMA solutions provider MobilePeak Holdings, Ltd. (“MobilePeak”) on September 30, 2011.

    The acquisition of MobilePeak allows Spreadtrum to enter the global 3G and LTE markets with WCDMA/HSPA+ technology. MobilePeak’s 3G technology combined with Spreadtrum’s advanced 40nm baseband platform will enable Spreadtrum to deliver low-cost, high-performance WCDMA solutions for the global market and serve as a foundation for the Company’s next-generation multi-mode 3G/4G solutions. MobilePeak’s technology supports 3GPP standards through Release 7, including a full-rate 384Kbps modem and HSPA+ technology up to Category 14 at 21Mbps maximum downlink speed and 11Mbps maximum uplink speed. Spreadtrum anticipates that its first WCDMA baseband platform introduction leveraging MobilePeak’s technology will be in the first half of 2012, targeting consumers in emerging markets as well as 3G subscribers on the China Unicom network.

    Spreadtrum increased its equity ownership in MobilePeak to approximately 85% as a result of the acquisition. Spreadtrum expects to purchase the remaining outstanding shares by year end. Spreadtrum expects the total cash consideration for the ordinary shares, including shares purchased on September 30, 2011 and shares that remain to be purchased, to be approximately US$5 million. Spreadtrum may also pay additional cash and grant restricted share units to MobilePeak team members as they meet certain product development milestones.

    Li Liyou: Spreadtrum push WCDMA Smartphone chips next year [Oct 17, 2011]
    (updated from Leo Li, Spreadtrum, WCDMA, smart phone chip, LTE as well)

    Spreadtrum, Chairman and CEO of Li Liyou revealed, Spreadtrum launch [of] WCDMA Smartphone chips [is] planned for 2012, and will push the TD+WCDMA dual-mode chips [as well]. At the same time, Spreadtrum will from 2012 [do] research and development [of] 28-nanometer LTEchip products.

    Prior to [this,] Spreadtrum launches [of] chip products are [were] mainly concentrated in the area of GSM and TD.

    It is understood that, since 2003, [as the] Spreadtrum TD chip [was] put into research and development, and in 2005 developed the industry’s first TD-chip, nearly half of the existing R & D efforts [were] in the development of TD-related products.

    Currently, Spreadtrum series chips and solutions [are] including: SC8800G for high-end feature phones and SC8801G for low-end feature phones, as well as the Modem chip SC8802G and SC8805G for the Android smart phones. The SC8800G, launched by Spreadtrum in early 2011, was the world’s first 40 nanometer TD baseband chip, this chip will enhance the development of telecommunications technology capabilities to the forefront of the industry. It is reported that shipments of this 40 nm chip were more than 10 million.

    Push the TD+WCDMA dual-mode chips

    Leo Li introduced [that] in the domestic TD field Spreadtrum’s market share has reached about 50%, its chip product line has been adopted by international brand mobile phone manufacturers, for example, Samsung GALAXY S II has the TD Spreadtrum baseband chip SC8802G.

    Continue to increase input of the field of TD, Spreadtrum also plans to enter the field of WCDMA. Li Liyou revealed that “next year will have WCDMA Smartphone chip shipments. ”

    “I communicate with overseas operators found that the other party want to have more expensive to call WCDMA handsets.” Li Li, Yu explained that in addition to better use of data services in addition, 3G networks are often ignored, another a little – a very high efficiency of call, the network capacity is much higher than 2.5G networks.

    Based on this demand, that Leo Li, TD + WCDMA chip solution Spreadtrum will also become the mainstream of future product launches. In fact, Spreadtrum has recently introduced the industry’s first TD dual card dual standby mobile phone program to meet the users a mobile phone and TD, GSM / WCDMA networks twenty-two switch.

    Based on this market demand, Li Liyou believes that TD+WCDMA chip solution will become the mainstream of of future product launches. In fact, Spreadtrum has recently launched the industry’s first TD dual card dual standby mobile phone program, [which] can meet the userusing a cell phone and switch between TD and GSM/WCDMA networks.

    Plan to research and develop 28-nm LTE chips

    Leo Li introduced the [plans for] products in the future planning. Spreadtrum will invest more in the field of smart phones. In addition, Spreadtrum also plans to launch in 2012 baseband and radio frequency in one single chip, and in the future to support TD-LTE/FDD LTE / TD-SCDMA / GSM [in a] multi-mode single-chip.

    “The current 40-nanometer chips may not be able to meet the LTE network computation, therefore, Spreadtrum will from 2012 commence product research and development of 28-nanometer chips to meet future demand for the use of LTE products.” Li Liyou believes that world’s first 40 nm TD baseband chip has made the launch of Spreadtrum technology to go beyond the traditional European and US companies, but research and development [of] 28-nanometer chips will remain a major challenge [for] Spreadtrum.

    “LTE’s development will also have some time [to happen]. Before this the way to ease pressure on the GSM network is to promote TD-SCDMA network.“ Li Liyou stressed that ”China Mobile has more than 600 million users, [with] an average of about two years for a machine there is nearly 200 million of replacement, [so] the market potential is huge. ”

    It is understood that Spreadtrum TD-chip products are currently used in custom machines [by] operators and open market, and custom machines accounted for one third of the total market. “I hope that operators will cancel subsidies for customizing machine, and use this money as phone bill, subsidies to purchase TD cell phone users, allowing consumers to select the end product.” Li Liyou believes that this approach would eliminate a number of mobile phones, to make the healthy development of the community channel, and thus accelerate the TD in the open market instead of GSM phones.

    Spreadtrum Meets Milestone for China Mobile TD-SCDMA Grant [Spreadtrum press releases, Sept 30, 2011]

    Shipment growth continues with more than 50% market share and technology leadership in TD-SCDMA, with 40nm single-chip with TD-SCDMA/EDGE/GPRS/GSM, multi-media and power management features

    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 in 3Q 2011 it has met the last major milestone of a TD-SCDMA research and development grant awarded by China Mobile to the Company in 2009. This marks successful completion of the project and will enable the Company to recognize more than US$8 million in research and development grantsas an offset to operating expenses in the third quarter of 2011, including subsidies recognized from both the China Mobile and other government projects. Spreadtrum’s TD-SCDMA customers include more than 30 global and domestic tier-1 manufacturers and design houses who have introduced more than 72 feature phone and smartphone models in 2011 using Spreadtrum’s baseband solutions.

    Spreadtrum now commands more than 50% market share of TD-SCDMA shipment volumes. Dr. Leo Li, Spreadtrum’s president and CEO commented, “We are the clear leader in the feature phone and fixed wireless segments of the TD-SCDMA market, which account for the majority of industry shipments so far this year. Our 40nm-based single-chips with TD-SCDMA/EDGE/GPRS/GSM, multi-media and power management features have enabled customers building handsets on our platform to achieve breakthrough standby and talk times, at a retail price point that is attractive to 3G handset buyers. We further expect to expand our footprint in the smartphone segment following the launch of our low-cost single-chip smartphone product.”

    Dr. Li added, “In addition to today’s news and in response to recent shareholder inquiries, we would like to provide additional clarification on our corporate structure. Our primary operations in China are conducted through a wholly foreign owned enterprise (WFOE), distinct from the variable interest entity (VIE) structures that are common in the China Internet sector and that have been the subject of recent press speculation with regards to possible PRC or US government review. There is no active investigation that we are aware of by either the China government or the US Department of Justice of our corporate structure or accounting practices, which adhere to conservative interpretation of US GAAP.”

    Samsung Taps Spreadtrum as Baseband Supplier for High Performance TD-SCDMA Smartphone [Spreadtrum press releases, Sept 2, 2011]

    Spreadtrum’s SC8802 Shipping in Newest Samsung GALAXY SII Smartphone for China Mobile Subscribers

    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 its newest TD-SCDMA baseband chip, the SC8802G, is shipping in Samsung’s top-of-the-line GALAXY S II smartphone targeting China Mobile subscribers.

    Designed with 40nm CMOS silicon technology, the SC8802G is the newest chip in Spreadtrum’s SC88xxG series for the TD-SCDMA market. Spreadtrum’s advanced 40nm platform delivers groundbreaking levels of performance and integration while simultaneously reducing power consumption, delivering standby and talk times that are a first in TD-SCDMA 3G. Spreadtrum’s SC8802G enables TD-HSUPA, TD-SCDMA as well as GSM, GPRS and EDGE operation and supports TD-HSDPA at 2.8Mbps, TD-HSUPA at 2.2Mbps. In combination with Spreadtrum’s RF transceiver, the SR3200LS, which is also shipping in the Samsung GALAXY S II, the SC8802G achieves a small modem footprint of less than 530mm2 enabling slim, sleek designs.

    “We are honored to be selected by Samsung as a TD-SCDMA baseband chip supplier,” said Dr. Leo Li, Spreadtrum’s president and CEO. “We are seeing accelerating growth in the TD-SCDMA market as handset features and performance and network coverage align with consumer preference and expectations. Handsets such as Samsung’s GALAXY S II will raise the bar in terms of what consumers can expect from a 3G experience.”

    Spreadtrum Secures Leadership Position in TD-SCDMA Market [Spreadtrum press releases, Aug 23, 2011]

    Spreadtrum Achieves More than 50% Market Share, Sets New Standard for Standby and Talk Times in TD-SCDMA

    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 achieved a leadership position in China’s TD-SCDMA market. TD-SCDMA is the China 3G standard adopted by China’s largest telecom operator China Mobile. Spreadtrum’s low-cost, high performance baseband solutions based on its advanced 40nm platform have enabled the Company to secure design wins with both tier-1 OEM handset manufacturers and independent design houses serving this market, with significant growth in the first half of 2011 resulting from shipments in the feature phone segment.

    “In the first half of 2011, Spreadtrum secured more than 50% market share of TD-SCDMA shipments,” said Kevin Wang, Director, China Research of analyst firm IHS iSuppli. Spreadtrum expects TD-SCDMA uptake to accelerate in the second half of 2011, bringing the overall market from 34 million units shipped in 2010 to more than 50 million units shipment this year.

    “Our advanced 40nm platform enables us to deliver a superior 3G experience on handsets,” said Dr. Leo Li, president and CEO of Spreadtrum. “The low power consumption of our TD-SCDMA baseband solutions enables up to 15 hours talk time and 17 days standby time off of 1000mAh batteries.”

    Spreadtrum further expects that shifts in China Mobile’s purchasing strategy will help drive faster growth. As more phone models have become available, China Mobile’s purchasing has shifted from central procurement tenders, in which the head office negotiates for certain models and volumes, to purchasing through local distribution channels. “Local purchasing enables regions to order handset models that are best matched to local consumer preferences, price points and styles,” added Dr. Li. “The ability of consumers to purchase 3G handsets with an attractive user experience, feature set and design, at close to EDGE handset prices, is accelerating market uptake of TD-SCDMA handsets.”

    Spreadtrum Acquires Telegent Systems [Spreadtrum press releases, July 19, 2011]

    Acquisition expands patent and product portfolio with advanced mobile TV technology

    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 signed a definitive agreement to purchase Telegent Systems, Inc. (“Telegent”), a provider of semiconductor and software solutions for the reception of live, broadcast television on mobile phones. Spreadtrum does not expect significant impact to either its cash position or operating expenses as a result of the transaction.

    “Broadcast mobile TV is a popular feature with consumers in emerging markets, which is a target market segment for Spreadtrum and one in which we are experiencing rapid growth,” said Dr. Leo Li, president and chief executive officer of Spreadtrum. “The acquisition of Telegent enhances the value proposition we can deliver to the supply chain serving this market segment from handset manufacturer to end market brand and accelerates our international footprint.”

    Telegent’s technology portfolio delivers more than 70 patents granted or pending and a product line consisting of analog mobile TV ICs, hybrid analog/digital mobile TV ICs, mobile TV internal antenna technology, TV player software, and entertainment services software that enables the delivery of applications and advertising to handsets post-sale. Telegent’s newly introduced product line, the TLG12xx series, introduces new innovations to the mobile TV market, including integrated internal antenna technology and a single-chip analog mobile TV receiver with the lowest power consumption and the lowest external bill of materials. Following the acquisition, Spreadtrum will explore integration opportunities with the basebandthat deliver further performance and cost benefits.

    In connection with the acquisition, approximately twenty hardware and software engineers from Telegent’s Shanghai office will join Spreadtrum. The transaction has been approved by the Spreadtrum and Telegent boards of directors and is subject to customary closing conditions, including the approval of Telegent stockholders.

    Questions and answers regarding Spreadtrum’s acquisition of Telegent can be found at: http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTAwMTk3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

    About Telegent Systems, Inc.

    Telegent Systems is a fabless semiconductor company that enables the reception of live, free-to-air analog and digital broadcast television in mobile handsets and other portable consumer devices. Telegent’s television-on-a-chip solutions solve the long-standing technical challenges that have precluded mobile reception of analog broadcast TV, enabling manufacturers and operators to benefit from the convergence of broadcast TV with mobile and portable devices. Telegent’s products are the most widely sold broadcast television solutions for mobile handsets in the world. For more information, visit www.telegent.com.

    Spreadtrum Announces High Performance Multimedia Mobile Phone Solution [Spreadtrum press releases, July 19, 2011]

    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 the introduction of a high performance multimedia mobile phone solution based on ARM9 CPU processor, the SC6800H. This product, which features enhanced application and multimedia processing capabilities, is designed to meet customers’ growing demand for video, photo, music, games and other entertainment requirements within the mid-end multimedia mobile phone market.

    The SC6800H is more than twice as fast as ARM7 based chips, and its ARM9EJ-S processor core with multimedia and GPU engine provides an enhanced user experience in mid-end feature phone. The solution supports JAVA, Internet access, GPS navigation, mobile stocks, MSN/QQ and many other popular applications in addition to a High-definition video player, and a 5 megapixel camera. It enables HVGA screen resolution with a fashionable user interface, such as the 3D UI and Flash UI, further improving the user experience. In terms of communication, the SC6800H integrates multi-SIM card engine and controller, which enable Dual-SIM standby, Triple-SIM standby and Quad-SIM standby solutions in a set of baseband and RF chipset. Furthermore, the SC6800H provides interfaces for a number of mainstream peripheral components such as Wi-Fi, GPS, Bluetooth, and analog TV.

    Dr. Leo Li, Spreadtrum’s President and CEO said, “In line with our commitment to delivering innovative technology in order to help customers differentiate their products, the SC6800H provides handset manufacturers a powerful and stable mobile phone solution that we believe will be an attractive and essential platform for the emerging mobile business. Along with our other pipeline products that offer enhanced multimedia features, the SC6800H is accelerating the growth of feature phone market, enabling our customers to launch more products with unique features to capitalize on increasing demand for mobile handset business, mobile internet applications, and mobile games/entertaining business.”

    Spreadtrum and TSMC Achieve 3G TD-SCDMA Baseband Processor Milestone [Spreadtrum press releases, Jan 27, 2011]

    First 40nm baseband chip to support China’s 3G standard

    Spreadtrum Communications, Inc. (Nasdaq: SPRD; “Spreadtrum”) and TSMC (TWSE: 2330, NYSE: TSM) today unveiled their achievement on the first commercialized 40nm Time Division – Synchronous Code Division Multiple Access (TD-SCDMA) basebandprocessor. First time silicon success for this baseband processor was achieved by the two companies jointly optimizing design, process and manufacturing. The chip is in initial production at Fab 12, one of TSMC’s GIGAFAB(TM) facilities in Taiwan.

    The new processor supports TD-SCDMA and other telecommunication 3.75G to 2G specifications including High-Speed Uplink Packet Access (HSUPA), Enhanced Data GSM Environment (EDGE), General Packet Radio Service (GPRS) and Global System for Mobile Communications (GSM). It also features up to a 2.8Mbps bandwidth that is more than one hundred times faster than the 2G standard.

    The baseband processor leverages TSMC’s 40nm low power (40LP) process technology to extend battery lifetime in mobile telecommunication. The 40LPprocess also supports other leakage-sensitive applications such as application processor, portable consumer and wireless connectivity devices.

    Dr. Leo Li, Spreadtrum’s President and CEO said, “40nm process technology is a critical element to Spreadtrum’s next-generation product portfolio. The success of the world’s first commercialized 40nm baseband processor demonstrates our design and time-to-production ability to deliver the cutting-edge technology in the 3G communication industry. TSMC is the clear foundry leader in 40nm process technology. With its excellent technical advantages and strategic support for Spreadtrum since 2003, TSMC ensures the quality and performance of our chips, which allows us to provide stable and superior products to our customers.”

    “Spreadtrum is to be commended for bringing to production the first 40nm 3G baseband chip to meet China’s TD-SCDMA specification,” said Jason Chen, senior vice president of worldwide sales and marketing. “The achievement of this milestone underscores TSMC’s ongoing role as the foundation for logic IC innovation, including that of China’s IC design companies.”

    Spreadtrum Announces the World’s First Commercial 40nm Low Power TD-HSPA /TD-SCDMA Multi-mode Communication Baseband Processor [Spreadtrum press releases, Jan 18, 2011]

    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 the world’s first 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor, the SC8800G. The new product was announced during a technology forum jointly held by Spreadtrum, China Semiconductor Industry Association, Qingdao Hisense Communication Co., Ltd., HuaweiDevice Co., Ltd. and Shenyang New Postcom Equipment Co., Ltd. at the Great Hall of the People, Beijing, China. At the forum, Spreadtrum successfully demonstrated its latest commercial mobile handsets based on the SC8800G.

    Designed with 40nm CMOS silicon technology, the SC8800G achieves groundbreaking levels of performance and integration while simultaneously reducing power consumption, lowering overall costs and meeting the need for next generation communication experience. Spreadtrum SC8800G enables TD-HSUPA, TD-SCDMA, GSM, GPRS and EDGE operation and supports TD-HSDPA at 2.8Mbps, TD-HSUPA at 2.2Mbps. This product will enable the price of TD-SCDMA mobile terminals to be close to that of 2.5G products. At the same time, it will offer a reliable platform for various 3G services and will play an integral role in driving the development of TD-SCDMA, TD-LTE and 4G technology. The TD-HSPA/TD-SCDMA multi-mode mobile phones developed based on SC8800G have already passed the network access testing of Telecommunication Bureau of Ministry of Industry and Information Technology and the market entry testingof China Mobile, meeting all commercial standards.

    SC8800G achieves great speed advancement while significantly reducing power consumption. The chip is an ideal solution for customers to develop competitive low power consumption mobile handsets. Furthermore, this world’s first commercial 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor will contribute to the development of Intelligent City, Internet of Things, Mobile Internet and the integration of telecommunications networks, cable TV networks and Computer network in China.

    Dr. Leo Li, Spreadtrum’s President and CEO said, “As the inventor of the world’s first commercial 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor, we are proud of our cutting-edge technology in 3G communication standards, our design capability in advanced technology and our world-class engineering team. The commercial TD-HSPA/TD-SCDMA mobile phones developed based on the SC8800G are representative of the progression from ‘made in China’ to ‘invented in China’. China’s IC design companies are presented with tremendous opportunities as the country undergoes a major upgrade in industry and economy development. Spreadtrum is dedicated to the continuous technology innovation in order to capitalize on these opportunities and play an instrumental role in the growth of China’s IC industry.”

    Spreadtrum and Hisense Jointly Launched the World’s First Affordable TD-SCDMA Phone Supporting CMMB Digital TV [Spreadtrum press releases, Jan 10, 2011]

    Spreadtrum Communications, Inc., a leading fabless semiconductor company that develops baseband and RF processor solutions for the wireless communications market (hereinafter referred to as “Spreadtrum”, Nasdaq Stock code: SPRD), and Qingdao Hisense Communication Co., Ltd., a subsidiary of a world leading provider of flat panel TVs, household appliances and mobile communications (hereinafter referred to as “Hisense Communication”), jointly launched the world’s first TD-SCDMA feature phoneHisense N51 — with retail price below 1000 RMB. Hisense N51 is the only affordable TD-SCDMA mobile phone that supports CMMB digital TV among all existing 3G phones that are available through China Mobile’s “TD-SCDMA Terminal Special Incentive Fund Project” program. With the increasing demand for affordable 3G phones in the Chinese market, the launch of Hisense N51 will greatly accelerate the adoption of the TD-SCDMA platform and further enrich TD-SCDMA terminal products and services.

    Hisense N51 was jointly developed by Spreadtrum and Hisense in a highly collaborative technical partnership. Executive Vice President of Hisense Communication, Ms. Wenlin Yang, said: “Hisense and Spreadtrum share a long history of co-operation. Partnering with Spreadtrum, we successfully won the bid of ‘thousand-yuan 3G mobile phones’ project of China Mobile’s ‘TD-SCDMA Terminal Special Incentive Fund Project.’ Through our six-month joint effortsand Spreadtrum’s very competitive TD-SCDMA and CMMB solutions, the Hisense N51 was introduced. The excellent localized technical support and quick customer service response from Spreadtrum’s team have not only greatly shortened the time to launch Hisense N51, but also ensured that Hisense TD-SCDMA products will be competitive in the 3G phone market. Hisense has always been at the forefront of the TD-SCDMA industry. At present, China Mobile has completed the construction of a national network, by investing huge resources to support the end-products, especially affordable G3 handsets. Compounded with its huge customer base and mature terminal operating experience, I believe, in 2010, China’s TD users will show explosive growth and our partnership with Spreadtrum will move further in the next level.”

    President and CEO of Spreadtrum Communications, Inc., Dr. Leo Li, said: “We are very pleased to be working with Hisense to develop affordable TD-SCDMA products targeting China’s 3G market. Hisense has an extensive research and development experience and leading technology, as well as a close partnership with Spreadtrum. Spreadtrum provides highly integrated TD-SCDMA/HSDPA/GSM/GPRS/EDGE baseband chip SC8800H and RF chip QS3200, which effectively reduce the cost of development and manufacturing of Hisense Communication products. Therefore, Hisense Communication is able to introduce cost-effective handsets such as N51 by targeting the Chinese 3G market quickly to meet the needs of consumers. Spreadtrum CMMB mobile TV chip SC6600Vprovides Hisense N51 with vast application space. Particularly, Hisense N51 is currently the world’s only 1000 RMB level TD-SCDMA phone that supports CMMB.”

    Chief Scientist of Spreadtrum Communications, Inc., Dr. Xiaojian Dong, also remarked: “Spreadtrum has maintained a close cooperative partnership with mobile terminal manufacturers during the implementation process of China Mobile’s ‘TD-SCDMA Terminal Special Incentive Fund Project.’ Under the guidance of China Mobile, we jointly overcame difficulties and achieved our goals. Hisense N51 has successfully passed China Mobile’s testing, which marked Spreadtrum’s great leap forward in phone platform, TD-SCDMA/GSM wireless performance and 2/3G mutual operation and stability. The outstanding results fully confirmed that the performance and maturity of Spreadtrum’s TD-SCDMA solutions is at the forefront of its industry.

    About Hisense N51:

    Hisense N51 uses Spreadtrum’s highly integrated SC8800H-baseband, QS3200-RF and SC6600V-CMMB chips to support TD-SCDMA/HSDPA/GSM/GPRS/EDGE and mobile TV functionality. Hisense N51 is based on a slim design with a thickness of only 13.3mm and comes with a 2.4-inch screen and a 2 million pixel (HD) camera. Furthermore, Hisense N51 supports TD-SCDMA/HSDPA high-speed data services, TD-SCDMA/GSM dual-mode, WWW/WAP browser for fast Internet access, and has built-in Fetion, music player, cell phone securities, mobile maps, MMS, DM, and PIM, etc. Hisense N51 has a maximum downlink speed of up to 1.6Mbps and uplink speed of up to 384Kbps. For the function of CMMB mobile digital TV, Hisense N51 can receive and send TV broadcasting and communications signals simultaneously without mutual interference and provides maximum TV viewing experience with TD-SCDMA mobile digital TV service.

    About CMMB:

    For more information on China Mobile Multimedia Broadcasting, please visit http://www.cmmb.org.cn .

    Spreadtrum’s TD-SCDMA Chip Adopted in the World’s First 3G OPhone Lenovo O1 [Spreadtrum press releases, Dec 14, 2009]

    Lenovo Mobile Communication Technology Co., Ltd. (hereinafter referred to as “Lenovo Mobile”) launched the world’s first TD-SCDMA standard-based OPhone smart phones – Lenovo O1, with immediate sales in all local markets in mainland China. The phone is based on Spreadtrum Communications, Inc. (hereinafter referred to as “Spreadtrum”, Nasdaq: SPRD) TD-SCDMA solution, and supports China Mobile OPhone OS smart phone operating system.

    Spreadtrum and Lenovo Mobile, in a highly collaborative technical partnership, jointly developed Lenovo O1. This new handset runs on the China Mobile led developed Intelligent Terminal software platform – the OPhone platform. Lenovo 01 uses Spreadtrum’s TD-SCDMA/HSDPA / GSM / GPRS / EDGE baseband chip SC8800S and radio frequency (“RF”) chip QS3200. It is currently the first 3G OPhone-based smart phone that supports TD-SCDMA, combining China Mobile’s integrated applications, openness, comprehensive entertainment, business applications and other major features for the mobile Internet. Lenovo O1 is a leading example of successful partnerships among key corporations targeting China’s TD-SCDMA market.

    As the world’s first TD-SCDMA OPhone-based smart phone, Lenovo O1 adopted Spreadtrum TD-SCDMA chip technology to support GSM / GPRS / EDGE / HSDPAand meets the demand for convergence of video, interactive e-mail and web browsing among others. The introduction of TD-SCDMA OPhone-based smart phones, represented by Lenovo O1, should greatly push forward the development cycle for China’s TD-SCDMA devices.

    Regarding Lenovo O1, Spreadtrum President and CEO, Dr. Leo Li said: “The newly introduced Lenovo O1 is an integration of advanced technology and in-depth research work and an outstanding achievement of the intensive cooperation between Lenovo Mobile and China Mobile. Spreadtrum provides highly integrated TD-SCDMA/HSDPA/GSM/GPRS/EDGE baseband chips SC8800S and RF chip QS3200, which fully meets the functional and business needs of the operators, while effectively reducing product development and manufacturing costs. Leveraging Lenovo Mobile’s excellent technology platform, O1 products possess an outstanding industrial design with an attractive look and feel at a far smaller thickness than other current available smart phone products. We believe that Lenovo O1 has undoubtedly opened the highly potential Chinese 3G market for future and further developments. The personalization and openness features of OPhone will set the standards for mainstream development of future mobile phones.”

    Lenovo Mobile president and CEO Yan Lv, said: “We are very happy to work with Spreadtrum. Lenovo O1 is the result of complete independent research and development by Chinese companies. Spreadtrum provides Lenovo O1 a very competitive TD-SCDMA solution in both baseband and RF, with highly integrated features at an outstanding cost structure. Additionally, the localized services of Spreadtrum team greatly shortened the time for Lenovo O1 to enter the market. Leveraging Lenovo Mobile’s core business product development and methodology, O1 seamlessly integrates features of PC and cell phone. Its introduction will propel the China Telecommunication Industry towards the new 3G mobile Internet era. We also believe that, fully utilizing the 3G wireless Internet network, Lenovo O1, after its entrance into the market, will deliver enhanced mobile Internet user experience to end consumers.”

    About OPhone OS:

    OPhone OS uses Linux as its system kernel and Google Android as its reference. It is compatible with Google Android platform, integrating flexible and efficient Java application framework. OpenGL ES, SGL and other advanced 3D/2D graphics processing system has been applied in its design, as well as powerful multimedia systems based on PacketVideo’s and the open-source Webkit browser engine. OPhone OS fully draws on good user experience of mainstream operating system, providing a complete set of telephony solutions and a variety of mobile data operation solutions.

    About Lenovo Mobile:

    Lenovo Mobile Communication Technology Ltd. (hereafter referred to as “Lenovo Mobile”), established in 2002, is a well known player in the Chinese mobile phone industry that specializes in the R&D, production and marketing of mobile phones. Lenovo Mobile is dedicated to provide “Stylish, Simple Innovative & High Quality” products value-added service which will satisfy the personalized needs and enhance the joy of mobile communication. Relying on its independent R&D and powerful sales channels, Lenovo Mobile has become a fundamental influence in the Chinese handset industry. For more information, please visit www.lenovomobile.com

    Kindle Fire with its $200 price pushing everybody up, down or out of the Android tablet market

    Suggested preliminary reading: $199 Kindle Fire: Android 2.3 with specific UI layer and cloud services [Sept 29 – Nov 13, 2011]

    Update (when neither up or down the market is an option for the company):
    Acer Likely to Withdraw From Tablet PC Market [Dec 28, 2011]

    Routed by Apple Inc. in the tablet PC competition, the Taiwan-based Acer Inc., one of the world’s top five PC suppliers by market shares, has intended to disband its touch business group in January, 2012, indicating its withdrawal from the competitive landscape to follow the footsteps of HP and Research In Motion.

    Headed by Acer’s corporate president Jim Wong, the touch business group was set up in April 2011 to develop and promote tablet PCs and smartphones, regarded as the company’s best promising business unit then.

    However, the momentary impression has proven unable to secure the business unit an expected success, as the company, after struggling with the sluggishness of tablet PC sales in the past months, is determined to dissolve the unit starting in January, 2012. Of over 300 workers of the touch business unit, 150, mostly R&D engineers, will be transferred to other business divisions, and only 100 will be retained, with the remainder likely to be laid off, according to industry insiders.

    Although the disbandment has yet to be publicized, Acer directors have confirmed that the company has recently merged its Android tablet business, which originally belonged to the touch business group, into its global logistics center management, saying that the once-promising division now exists in name only.

    With the touch division to be streamlined, market observers believe that Acer, which just halved its tablet PC sales projection to the range of only 2.5 million to 3 million units from 5 million units optimistically set right after the division was established, is likely to leave the challenging market that has been dominated by Apple with its iPad.

    Although global PC makers have eagerly ventured into tablet PC business in the wake of iPad’s success over the past year, many of them, however, have proven unmatchable with Apple in the competition, with HP and RIM already out of the market. Taiwanese contract manufacturers, such as Quanta Computer Inc. and Inventect Corp., have also been jeopardized by customer’s withdrawal from the segment, forced to cut their employees as a result.

    The Kindle Fire Is On Fire: Amazon Expected To Ship 3.9 Million This Quarter [Seeking Alpha, Dec 2, 2011]

    The Kindle Fire looks like a bona fide hit right out of the gate. New estimates from IHS iSuppli have Amazon.com (AMZN) shipping 3.9 million Kindle Fires this quarter, which would make it the No. 2 tablet after the iPad 2 (with an estimated 18.6 million shipments). The Kindle Fire will become the No. 1 Android tablet by a wide margin (the Samsung (SSNLF.PK) Galaxy Tab is the next biggest, with an estimated 1.4 million shipments).

    To put this 3.9 million number in context, just remember that the very first quarter Apple sold the iPad back in the September quarter of 2010, it sold 3.3 million. So the Kindle Fire sold more in its first quarter than the iPad did in its first quarter on the market. Of course, Apple sold 7.3 million iPads the second quarter it was on the market, which was the 2010 holiday quarter.

    Quanta shipments of Kindle Fire reach 3-4 million units [Dec 2, 2011]

    Shipments of 7-inch Kindle Fire tablet PCs from Quanta Computer to Amazon have reached 3-4 million units, according to industry watchers. However, Quanta declined to comment.

    The sources said Amazon has continued to increase its orders for Kindle Fire and aims to see total OEM Kindle Fire shipments reach five million units by the end of December or early January.

    Wintek, a major supplier of touch panels for Kindle Fire, has recently raised its internal forecast of shipments to Amazon. Industry sources have estimated that Wintek will ship about 3-3.5 million touch panels for Kindle Fire before January.

    However, some makers in the supply chain have built up inventory of needed parts and components steadily, and OEM Quanta has also kept its shipments regular, for the sake of avoiding over stockpiling inventory in case there is a reverse in order visibility, the sources pointed out.

    The out-of-the-market case #1: White-box players in China quitting tablet PC market [Dec 8, 2011]

    As non-Apple tablet PC players are dropping their tablet PC prices to compete against Kindle Fire, white-box players in China are starting to quit the tablet PC market and can only wait for the rise of the next innovative device to appear in the market.

    Since China-based Lenovo is offering its tablet PCs at a price of CNY1,000 (US$158), several large white-box players have quickly dropped their tablet PC prices to help clear their inventory, while several white-box players that offer tablet PCs at below CNY800 are even preparing to sell their devices at cost and then quit the market.

    With the launch of Android 4.0 and Nvidia Tegra 3, first-tier brand vendors have been dropping their tablet PC prices to compete for market share, especially Lenovo, which has recently dropped its 7-inch 16GB LaPad A1 from CNY2,500 [$US393] originally to less than CNY1,400 [$US220] and its entry-level 2GB model is offered at CNY1,000 [$US157], cheaper than most of the large white-box players’ models.

    Since Lenovo is stronger in the retail channel, while offering warranty and its products have basic quality, these advantages are all piling strong pressure upon white-box players.

    Some China-based ODMs pointed out that their orders from white-box players have dropped sharply by about 30-50% with several clients clearing their inventory by dropping prices; however, since they still cannot outmatch first-tier players, some of them have already decided to temporary quit the tablet PC market.

    As the situation may become worse, the ODMs expect that more than 70% of the existing white-box players could quit the market by the first quarter of 2012.

    Note: White-box is a term often used to describe computer makers who are not the well-known name brands, but rather B- or C-tier players.

    The down-the-market case #1: Players drop tablet PC prices to compete against Kindle Fire [Nov 24, 2011]

    Several tablet PC players including RIM, High Tech Computer (HTC), Lenovo, and ViewSonic, have dropped their 7-inch tablet PC prices to compete against Amazon’s Kindle Fire, priced at US$199, according to sources from channel retailers.

    The sources pointed out that RIM has recently cooperated with Best Buy to offer its 7-inch 16GB PlayBook at a price of US$199, down from US$499 originally. Meanwhile, the price of HTC’s 7-inch Android 2.3-based Flyer tablet PC has dropped to US$299, Lenovo’s 7-inch A1 tablet PC to US$199, and ViewSonic’s 7-inch Viewbook 730 to US$169.

    Meanwhile, several China-based white-box players are also offering their 7-inch tablet at prices as low as US$75.

    In addition to the 16GB model, RIM also dropped its 32GB model from US$599 to US$299.

    Since part of the reason consumers buy Kindle Fire is because of its strong content support, even though other brand vendors are trying to attract consumers by lowering their prices, they may not be able to achieve the same sales results as Amazon.

    The sources also revealed that several vendors are already in talking with upstream suppliers hoping to develop a tablet PC that costs less than US$199, but since there is still not yet a suitable solution to accomplish such a goal, most of the brand vendors are halting their 7-inch tablet PC projects.

    The out-of-the-market case #2: Dell kills off its last Android tablet in the US [Dec 6, 2011]

    Dell has taken its 7-inch Streak Android tablet out of commission, according to its website. While some retail sites still have stock, the company no longer offers the Streak for sale from its own website and will no longer produce it. The Dell Android tablet species is officially extinct in the US.

    The fadeout of the 7-inch Streak follows the disappearance of the 5-inch Streak in August, when it failed to corner (read: create) the 5-inch tablet market. The 7-inch Streak went on sale in January and was priced at $200 with a T-Mobile contract, but has failed to generate any significant interest in the last year. The only Dell tablet still in production is the 10-inch Streak, sold in China.

    From here, Dell will move on to making Windows 8 tablets when the operating system launches next year. Speaking at the Dell World 2011 conference, Michael Dell, the company’s CEO, said that “the Android market has not developed the expectations [Dell] would have had.”

    Lenovo Reaffirms Android Commitment In Wake Of Dell Streak 7 Demise [Dec 7, 2011]

    Lenovo is reaffirming its commitment to its Android-based tablets – at least for now – in the wake of the demise of Dell (NSDQ:Dell)’s Streak 7 Android tablet. Dell nixed the 7-inch tablet on Tuesday, posting a note on the Streak 7’s landing page saying that the product, unfortunately, is “no longer available for sale.”

    Dell declined to comment on exactly why it discontinued the tablet, which was its last Android-based device on the U.S. market.

    Many reports, however, are suggesting that Dell pulled the reins on the Streak 7 to start transitioning from Android-based tablets to Windows 8-based tablets, upon the new OS’ release next year. Dell declined to confirm the move, but other PC makers, such as Lenovo, have expressed their commitment to Google’s OS – even if just for now.

    Our tablet strategy today is an Android operating system,” said Chris Frey, vice president of North America Commercial Channels at Lenovo in an interview with CRN. “As operating systems evolve next year and new operating systems become available, we’ll make decisions on the hardware and the operating system that will go on that hardware as we get closer. Right now [Android] is the operating system we have and are driving in the market.”

    Lenovo’s ThinkPad Tablet: An Android Business Slate [Review] [Dec 7, 2011]

    Conclusion

    Lenovo designed the ThinkPad Tablet with business users in mind. The optional pen accessory and the preloaded software are options business users may appreciate. During our tests, we felt the ThinkPad tablet was great for taking notes, surfing the web, checking email, and many other daily tasks that are typical of a business user.

    Battery life with the ThinkPad Tablet is a bit of a mixed bag. Although the tablet is rated at up to five days of use, this longevity is dependent upon the user putting the tablet into suspend mode each time he or she is finished using the tablet. Even then, battery life is sure to vary greatly depending on how much you use the tablet. We would expect that many users may place the tablet on their desk to take a phone call or deal with another interruption and forget to press the power button. In doing so, you’ll suffer a considerable hit in terms of battery life.

    In terms of connectivity, the ThinkPad Tablet has a lot going for it. Not only does the ThinkPad Tablet have a full-size USB port, but it also offers a card reader, microUSB port, mini HDMI port, a ThinkPad Tablet dock connector, and headphone jack. Most tablets on the market today offer considerably fewer ports, so this is an area where the ThinkPad Tablet really shines.

    IT departments will also appreciate the encryption and remote wipe capabilities of the ThinkPad Tablet. The optional pen accessory is definitely a nice add on that gives the tablet some additional functionality, and we found ourselves using it often during our evaluation process. The biggest drawback to this tablet is its battery managment. Assuming you’re religious about pressing the power button each time you’re finished using the tablet, it won’t be a problem. If you’re like us and tend to forget however, you’ll want to keep a charging cord nearby at all times. Regardless, we feel the ThinkPad Tablet is a great tablet for business users who want some of the added capabilities and software that Lenovo includes.  It’s a full-featured device that offers a tablet experience not found in many others on the market right now.

    Hot

    • NVIDIA Tegra 2 dual-core 1GHz ARM SoC w/ NVIDIA graphics
    • 1GB of RAM, 16 – 64GB Storage
    • Lots of ports: mini HDMI, USB 2.0, micro USB, dock connector
    • Full size media card reader

    Not

    • Relatively short battery life in idle mode
    • Pen is not included (costs $30)

    [Price: 16GB: $499, 32GB: $569, 64GB: $669]

    Apple iPad Sales Slowing as Amazon Lights Kindle Fire [Dec 7, 2011]

    Since launching in 2010, Apple’s iPad has been the global leader in tablets. But since Amazon’s first table, the all-new low-priced Kindle Fire came out in November Apple’s dominance may be sagging. In a new analyst note, Shaw Wu of the brokerage firm Stern Ageesees iPad sales as a “little light” in the current quarter.

    Wu assigns the blame for light iPad sales to stiff competition, namely from Amazon’s Kindle Fire, priced at $199 while the starting price for the Apple iPad is $499. He also notes that some Apple customers are buying the MacBook Air instead of an iPad, but in lowering his estimate for iPad sales in the quarter from to 13.5 million units from 15 million units, it’s clear the Kindle Fire is the leading culprit.

    [from: Apple’s iPad sales look light amid Kindle Fire, MacBook Air popularity [Dec 7, 2011]

    Wu wrote in a research note:

    In the Mac business, we are seeing particular strength in the MacBook Air, arguably the best ultra-mobile PC on the market. Last but not least, iPads appear a little light of expectations due in part to competition from Amazon’s Kindle Fire but also as some users opt for a more full-featured MacBook Air.]

    IHS iSuppli estimates Amazon will sell nearly four million Kindle Fire tablets by the end of the year— not bad for a product that didn’t ship until mid-November. Reviewers note that the Kindle Fire isn’t the Apple iPad — it is short on apps and isn’t known for content creation abilities. Yet it seems to serve at a low price what most tablet buyers want — a handy device good for watching videos and Web browsing and content reading on the go.

    It’s not like Apple’s iPad dominance is going away, either. If the company sells 13.5 million tablets in the quarter as Wu estimates, the Cupertino, Ca.-based company still has a global leader on its hands. But the Kindle Fire has shown out of the gate that a device can ably compete with the iPad after others like the HP TouchPad and the BlackBerryPlayBook failed.

    Wu isn’t the only analyst who thinks the Amazon Kindle Fire is dipping into Apple iPad dominance, either. Another new report from Michael Walkley of Canaccord Genuitysees the same trend.

    “With our expectations for a new iPad launch during the March quarter leading to potentially lower inventory levels combined with increased competition from the $200 Kindle Fire,” Walkley said in a note, “we have slightly lowered our December quarter iPad estimates from 14M to 13M units.”

    But it’s interesting to note that some analysts don’t think Apple is overly concerned with the low-priced Kindle.

    “If anything, we believe that Apple is not too concerned about the low-priced entrants,” wrote Mark Moskowitz, an analyst with J.P. Morgan, in a Dec. 2 research note. “Recall, it has been our view that low-priced, reduced feature-set entrants, such as the Kindle Fire, are soap box derby devices stuck between a tablet and an e-reader.”

    iPad feeling some heat from Amazon’s Kindle Fire [Dec 1, 2011]

    Apple’s iPad seems to have run into the one Android tabletthat could knock it down a peg or two.

    After hitting retailers on November 15 at $199, Amazon’s Kindle Fire tablet is already outselling the iPad at Best Buy. Sorting tablets by the top sellers at the Best Buy Web Siteshows the Fire in first place followed by the 16GB Wi-Fi-only iPad 2 at $499 coming in second. A range of other iPad flavors from different carriers are scattered throughout the top 40 tablets.

    Amazon itself shows the Kindle Fire as the top-selling tableton its site, with the 16GB iPad further down the list. But that seems a less accurate gauge of popularity since Fire buyers may be more likely to pick up the tablet directly from Amazon.

    Even before the Fire launched a little more than two weeks ago, the tablet was proving to be a big seller, racking up a huge number of preorders. Pegging the Fire as one of the hottest consumer devices among holiday buyers, research firm DisplaySearch recently increased its shipment projectionsfor the current quarter.

    DisplaySearch analyst Richard Shim now expects Amazon to ship up to 6 million Fire tablets this season, up from 4 million previously.

    Another analyst also sees the Fire giving the iPad some competition, but to a lesser degree.

    In an investor note out today, J.P. Morgan analyst Mark Moskowitz said he’d trimmed his fourth-quarter sales estimates for Apple’s tablet to 13 million from 13.3 million previously. Moskowitz attributed the lower forecast mostly to more limited growth in production but also pointed to the Fire.

    “To a lesser extent, the Amazon Kindle Fire’s better-than-expected momentum with more price sensitive consumers is a factor, too,” the analyst wrote.

    Of course, Apple is certainly in no danger of losing its current dominance in the tablet market. Moskowitz believes that over time the iPad will actually gain more traction in the business and educational markets. And despite the hot holiday demand for the Fire, the analyst doesn’t see Amazon’s current version of its tablet as a strong enough competitor over the long haul.

    “We think that for any vendor to wrestle momentum longer-term from Apple, a fully loaded offering is a must, and here, the current revision of the Kindle Fire falls short,” Moskowitz wrote. “We think that, over time, consumers may come away disappointed with the Kindle Fire’s lack of functionality and smaller screen size. In our view, the Kindle Fire is the current Netbook of the media tablet market. The bigger question is whether the Fire evolves into a bona fide tablet in its next-generation release.”

    As a consequence of the above two articles one observer dares to note that:
    Not even Apple understands the tablet market [Dec 7, 2011]

    Just last quarter, iPhone sales took a big dip. Apple (AAPL) was fine as iPads saved the day. This quarter could turn out to be the complete opposite.

    If Sterne Agee analyst Shaw Wu is right, iPad sales will be lower than expected because of the popularity of both Amazon’s (AMZN) Kindle Fire table and Apple’s own MacBook Air, as ZDNet’s Larry Dignon notes. It’s a competition sandwich that underscores how little, still, anyone in the tablet market, including Apple, thoroughly understands the dynamics and what people ultimately want to do with the devices.

    Initial trials are over

    Not that the iPad — or other tablets — will whimper and crawl to a corner. Far from it. But given what products that Wu thinks are drawing attention, Kindle Fire and MacBook Air, you have to question whether anyone knows, yet, what consumers want from tablets, particularly as we’ve yet to see any solid numbers (and are unlikely to) for Kindle sales.

    The presumption is that Kindle Fire snags the price-sensitive and Amazon fans. The MacBook Air switch is by people who need a lot more than what the iPad can deliver. That throws open a lot of assumptions. What percentage of buyers expected a tablet to be a media access device only? How many realized that they needed more than an on-screen keyboard? What price points will maximize sales?

    For most of the Android tablet vendors, the answer to “What do consumers want?” has been, “Something other than what you sell.” Maybe Apple has all the answers, but even that seems pretty unlikely. Last quarter, unit sales were up. This month, maybe down. Steve Jobs was certain that a 7-inch tablet couldn’t see any success, but Amazon seems to be disproving that.

    It’s time for everyone to take a step back and reconsider the basic questions. Maybe talk to a lot of customers, do some usability studies, and follow individuals around (with their permission) to better understand how they use the devices. Only some determined research is going to get beyond the seat-of-the-pants navigation that the tech industry seems to heartily embrace so often.

    Evercore: Amazon will own 50% of Android tablet market in ’12 [Dec 5, 2011]

    The Kindle Fire may “vaporize” the market for every for-profit tablet maker except Apple

    In a note to clients Monday about Apple (AAPL), Evercore Partners’ Robert Cihra summarizes the impact of Amazon’s (AMZN) Kindle Fire on the tablet market in stark terms:

    While Amazon’s Kindle Fire has come out of the gates strong, as expected, we see Apple maintaining its competitive lead, if anything accentuated by what now looks like the only tablet to so far mount any credible iPad challenge apparently needing to do so by selling at cost; not to mention Amazon’s success may just vaporize other “for profit” Android tablet OEM roadmaps (e.g., we est Amazon 50% of all Android tablets in CY12). Meanwhile Apple goes on as the only vendor able to cream off the most profitable segment of each market it targets, whether tablet, smartphone or PC. (emphasis ours)

    The up-the-market case #1: Asustek sets shipment goal for 2012 [Dec 6]

    Asustek Computer, at its global sales meeting on December 5, has set the shipment goals for its four major product lines for 2012 with notebooks and netbooks together to surpass 22 million units and the company internally expecting shipments to reach 23.8 million units, while tablet PCs will reach at least three million units with the company internally expecting the volume to reach six million units, surpassing Samsung Electronics.
    image

    for tablet PCs, Asustek expects its shipments will reach about 1.8 million units in 2011.

    As for the recent report that Asustek was not invited into the Windows on ARM (WOA) development project, Asustek noted that it has the strongest R&D ability among notebook vendors and is the largest client of Nvidia; therefore, the company will continue to have tight partnership with ARM-based processor makers over development of the WOA platform.

    See also: NVIDIA Tegra 3 and ASUS Eee Pad Transformer Prime [Nov 10 – Dec 2, 2011]
    for all related information + Asus Eee Pad Transformer Prime: The Rolls-Royce of Android tablets [Dec 2, 2011] as one of the first reviews

    Note: Wistron Enters Asustek’s Tablet PC Supply Chain [Dec 8, 2011]

    Aimed at becoming the largest brand for the Android- and Windows8-enabled tablet PCs, Asustek has aimed to challenge a goal of six million tablet PCs in 2012, three times that of this year’s 1.8 million units.

    Asustek Unveils Transformer Prime Amid Aggressive Goal for Tablet Market [Dec 5, 2011]

    Asustek Chief Executive Officer (CEO) Jerry Shen … vowed that his company will become one of the top tablet brands, next only to Apple (iPad) and Amazon (Kindle Fire). His pledge is considered by some industry executives as a challenge against Samsung, which is now the most popular brand name supplier of tablets only trailing Apple and Amazon.

    Demo: Ice Cream Sandwich on Asus Transformer Prime [nvidia, Nov 17, 2011]

    A quick demo showing Ice Cream Sandwich (Android 4.0 OS) running on an Asus Eee Pad Transformer Prime.

    The up-the-market case #2: Acer, Lenovo to launch quad-core tablet PCs [Nov 29, 2011]

    Acer and Lenovo are set to launch quad-core tablet PCs featuring Google’s Android 4.0 (Ice Cream Sandwich) and Nvidia’s Tegra 3 in the first quarterto compete against Asustek Computer, which has already launched its latest Eee Pad Transformer Prime with Tegra 3 and Samsung Electronics, according to sources from notebook players.

    The sources pointed out that the competition over the quad-core tablet PCs will be difficult as these quad-core devices will only see improvements over their performance and design, but will still feature the same concept as their dual-core predecessors.

    Therefore, these players may need to battle it out before being able to enter competition against players such as Amazon or Apple, the sources noted.

    The sources noted that although these players’ performance in the dual-core tablet PC competition were not as good as expected, they will continue to advance and launch new quad-core devices to defend their brands.

    The new quad-core tablet PCs from Acer and Lenovo are expected to be priced between US$459-599.

    Since non-Apple players’ machines have no advantage to compete against Amazon or Apple’s tablet PC devices, the sources believe non-Apple players will together account for only 10-15% of the total tablet PC market.

    The real up-the-market case: Amazing Screen Technology: Samsung Flexible AMOLED [Dec 4, 2012]

    This is CF [Concept Formation?] of Samsung Mobile Display & AMOLED. I’ts amazing and wonderful technology!!!

    Some time earlier this year there were concept drawings of a Samsung phone with a flexible OLED display. This was a rather intriguing concept that we didn’t think would be happening anytime soon, but we were then proved wrong as Samsung stepped forward and said that flexible display smartphones were in the works and would be introduced some time in 2012.

    Now Samsung’s Mobile Display Division has released a new concept video of what a transparent and flexible tablet of the future could look like and what it could accomplish. We’re guessing that Samsung’s flexible smartphone for 2012 won’t be anything like the concept video, but we definitely like where Samsung’s ideas are headed.

    It showcases a tablet that can be shrunk and expanded according to our needs, augmented reality translation, and what appears to be 3D imagery as well that seems to literally leap off your screen.

    From: Samsung shows off flexible display concept tablet in video [Dec 5, 2011]

    In its quarterly earnings call, Samsung’s vice president of investor relations, Robert Yi, told investors, analysts and press, “The flexible display we are looking to introduce sometime in 2012, hopefully the earlier part. The application probably will start from the handset side.”

    After flexible-screen mobile phones roll out, the company plans to introduce the same technology for tabletsand other devices.

    In January 2011, Samsung purchased Liquivista, a strategic acquisition that will allow it to produce the kinds of displays that were announced today. Liquivista made electrowetting display technology, which is used to create mobile and other consumer electronic displays that are bright, low-power, flexible and transparent.

    Flexible screen technology was also a focus of Samsung’s in March, when Yongsuk Choi, director of Samsung Mobile Display, gave an overview of the company’s future mobile device plans. At that time, Choi said most of the flexible-display technology Samsung was working on was still in very early stages.

    From:  Samsung’s new phones will have flexible screens [Oct 28, 2011]

    See also on Samsung Mobile Display site:
    Future Display Used : Flexible Display – Foldable Display – Dual Display – 3D Display – Paper Thin Display: “Flexible Display: AMOLED products that are still fully functional when they are folded or rolled can be expanded and applied to full-color and mobile market as digital signage and e-book markets and technologies are developed.” …
    SMD History: … “Nov 2010: Developed WVGA [Wide VGA 800×480 resolution] Flexible AMOLED for the first time in the world” … “May 2009: Developed the world’s biggest 6.5” of Flexible AMOLED” …

    HP, Dell, Acer to expand R&D investments [Nov 24, 2011]

    Seeing that the PC industry is going through a slowdown, PC players Hewlett-Packard (HP), Dell and Acer have all expanded their investments in R&D and as the PC industry will enter an atmosphere that is filled with multiple platformsin 2012, each vendor’s R&D, branding and marketing abilities will become important drivers to increase their competitiveness in the future, according to sources from PC players.

    HP is set to increase its investment in R&D and to strengthen the related resources. The company also changed its policy to have senior vice president of research, and director of HP Labs Prith Banerjee directly report to company CEO Meg Whitman.

    Meanwhile, Dell is set to expand its R&D funding to US$1 billion each year, up 51.28% from US$661 million, that was reported a year ago. Dell also noted that the company will continue to acquire companies in the future and will need more funding to integrate the acquired firms.

    Furthermore, Acer’s first R&D center is also expected to increase its total engineers from 600 in the middle of the year to 1,000 by year-end with executives of brand vendors and ODMs all major targets for headhunting.

    An Acer executive also pointed out that the PC industry is experiencing a significant change, transitioning from Wintel system dominated to competition between several different platforms. Therefore, to the ability to develop devices based on Google’s Android system or ARM will become important.

    AMD helping Android fans port to x86 [Dec 6, 2011]

    A team of developers working privately to port the next version of Android to the x86 platform has been receiving a lot of support from AMD, but less from other key players.

    The project is seeking to port the Ice Cream Sandwich (ICS) android-4.0.1_r1 release build to the x86 platform, and Chih-Wei Huang, one of the enthusiasts involved, told The Register that AMD had not only donated two tablets to the cause, but also has a couple of engineers helping out. As a result, the porting to AMD’s Brazos platform is now largely complete and the source code has been made available.

    The first porting of Android to the x86 platform was actually done by Google engineers, but he explained that the Google team had not been continuing with the project since Android version 1.5, aka Cupcake. While the developers submit patches to Google, they seldom hear back, although some Google engineers are helping out privately with the project. Intel, too, hasn’t been keen.

    “Generally speaking, Google didn’t care for the x86, at least before ICS,” he told The Registerin an email conversation. “Intel doesn’t care, either. They don’t want to help us. I’ve tried to contact Intel in different ways, but the replies were negative.”

    Intel’s position has caused the team considerable problems, not least in getting Android to work with the video chipsets, and particularly the hardware acceleration added to Chipzilla’s kit. Work is still continuing, but since this is a voluntary project by people who have day jobs, then Android users might have a while before they can plaster an Intel Inside sticker on their systems.

    Chih-Wei Huang, an open source advocate based in Taiwan, started the project with a former colleague in June 2009, and it has morphed to the point where the scheme has 2,600 subscribers to the project forum. He said that while he tried to keep the porting process up to date, it was a lot of work and some people weren’t sharing data.

    “Now ICS is more mature for x86 tablet or netbook, so there are more practical reasons to do that,” he said. “Actually, I know some vendors like Bluestack, Viewsonic, and Insyde have already shipped Android-x86.org based products. However, they never contribute back. That usually makes us feel bad and angry.”

    Supplementary information: Android: A visual history [Dec 7, 2011]