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MediaTek’s 64-bit ARM Cortex-A53 octa-core SoC MT8752 is launched with 4G/LTE tablets in China
Oct 9, 2014 (reports on several Chinese websites about the launch): [First MT8752 octa-core Tablet!] 首款MT8752八核平板![999 Yuan Cool Rubik’s Cube T7] 999元酷比魔方T7发布
Oct 11, 2014 on JD.com (Jingdong Mall): [Cool Rubik’s Cube] 酷比魔方(CUBE)T7 7[inch tablet computer]英寸平板电脑(MT8752[octa-core]八核 JDI[Retina [1920*1200] screen]视网膜屏64[bit]位[China Unicom]联通/[mobile dual]移动双4G 2.0GHz 2G/16G ¥999.00 [$163]
Oct 11, 2014 in ProductShow on [site home of] 网站首页 – [Cool Rubik’s Cube] 酷比魔方(CUBE)[brand website]品牌网站: T7 – 酷比魔方(CUBE)品牌网站
8″ and 9″ tablets (T8 and T9) to come later, as well as the ones with the quad-core SoC variety MT8732.Their lead partner for that is Shenzhen Alldo Cube Technology and Science Co., Ltd. releasing its products under the [Cool Rubik’s Cube] 酷比魔方(CUBE)brand. More information on this blog: MediaTek is repositioning itself with the new MT6732 and MT6752 SoCs for the “super-mid market” just being born, plus new wearable technologies for wPANs and IoT are added for the new premium MT6595 SoC [March 4-13, 2014]
This is MediaTek’s very first response to the 32-bit Qualcomm Snapdragon 805 Processor (ARM TechCon 2014, Oct 1-3): “our latest and greatest”. Regarding the MediaTek competitive edge over Qualcomm before that you can read on this blog:
– Qualcomm’s SoC business future is questioned first time [May 1, 2013]
– Eight-core MT6592 for superphones and big.LITTLE MT8135 for tablets implemented in 28nm HKMG are coming from MediaTek to further disrupt the operations of Qualcomm and Samsung [July 20, 2013 – March 15, 2014]
– MediaTek MT6592-based True Octa-core superphones are on the market to beat Qualcomm Snapdragon 800-based ones UPDATE: from $147+ in Q1 and $132+ in Q2 [Dec 22, 2013 – Jan 27, 2014]
– ARM Cortex-A17, MediaTek MT6595 (devices: H2’CY14), 50 billion ARM powered chips [Feb 18 – March 13, 2014]
32-bit Qualcomm Snapdragon 805 Processor (ARM TechCon 2014, Oct 1-3): “our latest and greatest”
Only 3 devices based on Snapdragon 805 SoC have been announced yet (since September): Amazon Fire HDX 8.9 (will be released on Oct 21), Samsung GALAXY Note Edge and Samsung GALAXY Note 4 (release for both–17 model varieties–is scheduled to take place in 140 countries throughout the rest of October after 17th in the U.S. and into the month of November). In addition Google Hopes Whale of a Phone Will Make Splash in Phablet Market with the 5.9″ Motorola (soon Lenovo) Nexus 6 (Shamu) sporting the Snapdragon 805 SoC, and competing with Apple’s iPhone 6 Plus. It might be released in mid-October (October 15 or 16) quite probably together with groundbreaking Android L.
New Krait 450 CPU cores (of Qualcomm’s own Krait microarchitecture for ARMv7-A CPU instruction set architecture–ISA) and new Adreno 420 GPU (for Qualcomm’s brand new Adreno 4xx GPU architecture) as well as the explained below:
– Ultra HD 4K display with integrated Hollywood Quality Video (HQV) technology [0:50⇒]
– HEVC codec feature [2:02⇒]
More information: Snapdragon 805 Processor Product Brief of Sept 20, as well as AnandTech | Qualcomm Snapdragon 805 Performance Preview of May 21 (also giving details about the Adreno 4xx GPU architecture) plus The first wave of computational photography capabilities from Qualcomm for its new Snapdragon 805 SoCs [this same blog, Jan 4-12, 2014].
Note that the Snapdragon 805 SoC was announced 11 months ago (Nov 20, 2013) with:
sampling now and expected to be available in commercial devices by the first half of 2014.
The 4 months delay is quite explainable by the onslaught of high-end SoCs from aspiring competitors, such as MediaTek (first and foremost, see more below), Rockchip, Allwinner etc., all using 3d party semiconductor IP for CPU and GPU cores. While pushing for maximum attainable performance with Krait 450 and Adreno 420 by adding more time to development, meantime Qualcomm itself was forced to move to high-end 64-bit ARMv8-A ISA cores from ARM Holdings (Cortex-A57/A53 big.LITTLE) for its upcoming 2015 SoCs (Snapdragon 810 and Snapdragon 808) in order to remain competitive, as even with Krait 450 the DMIPS/MHz gain against the first Krait 200 core is marginal: 3.51 vs 3.3. So the Krait 450 is the end-of-the-road implementation of the original Krait microarchitecture (but Qualcomm might come out with a brand new microarchitecture of its own for ARMv8-A ISA cores in order to remain competitive from 2016 and on).
Note as well that MediaTek will pose a direct challenge to Qualcomm in high-end 32/64-bit smartphone SoC space as per MediaTek May Narrow Qualcomm’s Lead in China’s 4G Market [EE|Times, Oct 1, 2014]:
MediaTek, Taiwan’s largest chip designer, has a chance to narrow Qualcomm’s lead in China’s 4G smartphone market with the launch of a new octo-core processor in the first quarter of 2015. MediaTek is sampling now the MT6795, a new 64-bit LTE True Octa-core SoC and will start selling the chip early next year, according to Joey Lee, a company spokesperson.
…
“The chip will provide Samsung Galaxy Notes-like performance at half the price,” Abrams [Randy Abrams, a Taipei-based analyst with investment bank Credit Suisse] said in a phone interview. “It’s for Chinese brands that want performance comparable to Galaxy Notes or the Apple iPhone at the equivalent of $300 to $400 retail for a handset.”
…
By the first quarter of next year, MediaTek’s MT6795 shipments are expected to reach 30 million units, giving MediaTek a chance to take the lead from Qualcomm, the Commercial Times report said, without citing the source of its information. Qualcomm has a 68% share of the global baseband chip business that was worth $5.2 billion in the second quarter of this year, according to Strategy Analytics.
The current MediaTek challenge for Qualcomm is MediaTek’s 64-bit ARM Cortex-A53 octa-core SoC MT8752 is launched with 4G/LTE tablets in China [this same blog, Oct 14, 2014]
Regarding the MediaTek competitive edge over Qualcomm before that you can read on this blog:
– Qualcomm’s SoC business future is questioned first time [May 1, 2013]
– Eight-core MT6592 for superphones and big.LITTLE MT8135 for tablets implemented in 28nm HKMG are coming from MediaTek to further disrupt the operations of Qualcomm and Samsung [July 20, 2013 – March 15, 2014]
– MediaTek MT6592-based True Octa-core superphones are on the market to beat Qualcomm Snapdragon 800-based ones UPDATE: from $147+ in Q1 and $132+ in Q2 [Dec 22, 2013 – Jan 27, 2014]
– ARM Cortex-A17, MediaTek MT6595 (devices: H2’CY14), 50 billion ARM powered chips [Feb 18 – March 13, 2014]
– MediaTek is repositioning itself with the new MT6732 and MT6752 SoCs for the “super-mid market” just being born, plus new wearable technologies for wPANs and IoT are added for the new premium MT6595 SoC [March 4-13, 2014]
Qualcomm moving ahead of Allwinner et al. in CPU and GPU while trying to catch up with Allwinner in Ultra HD
[Updated June 20, 2013] According to Qualcomm Expands Qualcomm Snapdragon 200 Processor Tier [press release, June 20, 2013] the entry-level S200 with quad-core Cortex-A5 @1.4GHz and Adreno 203 GPU manufacture on a 45nm proces will be expanded late 2013 (together with Qualcomm Reference Design (QRD) versions) Cortex-A7 @1.2GHz and Adreno 305 based SoCs: the MSM8x10 (8210, 8610) dual-core and MSM8x12 (8212, 8612) quad-core versions. They will feature key modem technologies that are important in China and emerging regions, including support for HSPA+ (up to 21Mbps) and TD-SCDMA. The processors will have support for dual cameras, with an 8 Megapixel rear-facing camera and up to a 5 Megapixel front-facing one, as well as feature a single platform for all SIM variants, including Dual SIM, Dual Standby, and Dual SIM, Dual Active, and Tri SIM Tri Standby.
The latest additions to the Snapdragon 200 class also feature: integrated industry-leading IZat Location functionality and support of Qualcomm Quick Charge 1.0; support for the latest Android, Windows Phone and Firefox operating systems; RxD support; and a single, multimode modem enabling faster data rates, fewer dropped calls, and better connections.
[Updated Feb 27, 2013] The ”Allwinner phenomenon” coming from nowhere in 2012 is threatening all established players in the SoC industry, even the industry’s undisputed leader Qualcomm. This was the reason why Qualcomm was forced to strengthen its Cortex based S4 Play class ahead of time already twice in the recent months, and came the time to announce its next-gen Krait microarchitectures with significantly enhanced GPU and video processing unit capabilities.
In fact it was necessary to introduce two microarchitecture steps at once: Krait 300 and Krait 400. Even the SoC classification was further changed with the corresponding S600 (for mid-high tier smartphones and tablets) and S800 (for premium smartphones, Smart TVs, digital media adapters and tablets) “processor brand tiers” while the company was yet unable to decide how the existing S4 Play, S4 Plus and S4 Pro classes, introduced just in August 2011, should be transformed into the new S200 (for entry level smartphones) and S400 (for high volume smartphones and tablets) “processor brand tiers” in order to remain competitive. While Qualcomm will undoubtebly be able to defend its SoC leadership position with the announcements already made there will be even bigger trouble for the already ailing giant with Intel’s biggest flop: at least 3-month delay in delivering the power management solution for its first tablet SoC [this same ‘Experiencing the Cloud’ blog, Dec 20, 2012].
Update: Qualcomm Snapdragon 200, 400, 600 and 800 at Mobile World Congress 2013 [Charbax YouTube channel, Feb 27, 2013]
Update: Qualcomm Reveals the Snapdragon™ 400 and 200 Processors [OnQ Blog by Qualcomm, Feb 20, 2013] the essence of which I will include into the updated table below in order to make it easy to compare with everything introduced earlier by Qualcomm in the new “Krait era” of Snapdragon SoCs:
Update: LG Optimus G Pro, 5.5″ 1080p IPS display, 1.7Ghz Qualcomm S600
[Charbax YouTube channel, Feb 26, 2013] a full HD (1080p) LTE device said to be “available in Q1 in globally selected markets” [4:11-4:18]
More information: OPTIMUS G PRO, LG’S FIRST FULL HD SMARTPHONE, LAUNCHES THIS WEEK IN KOREA [LG Electronics press release Feb 18, 2013]
Update: HTC One announced with UltraPixel camera, 4.7-inch display and Qualcomm Snapdragon 600 processor [BGRIndia YouTube channel, Feb20, 2013] to be available in March worldwide
More information: Ubuntu and HTC in lockstep [‘Experiencing the Cloud’ blog, Feb 19, 2013]
Update: Snapdragon 400 as now defined by Qualcomm (see MSM 8230 under the S400 in the above table) came first to the market with the Huawei Ascend W1 introduced at CES 2013. See Huawei Device – The Stage is Yours with the Ascend W1 [HuaweiDeviceCo YouTube channel, Jan 8, 2013]
This device is also The first Windows Phone 4Afrika from Huawei for $150 = Huawei Ascend W1 for $240 (in China) and more elsewhere [Feb 5, 2013], and as such it is part of the Microsoft’s 4Afrika Initiative [Videos4Afrika YouTube channel, Feb 5, 2013]
Update: The All-New Snapdragon 800 Series [QUALCOMMVlog YouTube channel, Jan 24, 2013] for which devices were said to be available in the middle of 2013
End of updates
Here is the January 2013 SoC lineup for Qualcomm as per the new announcements at CES 2013:
Compiled from previous and current (see below) Snapdragon announcements from Qualcomm. The previous announcements were described in the following posts on this blog:
– Qualcomm quad-core Cortex-A7 SoCs with Adreno 305 and 1080p coming for the high-volume global market and China [Dec 9, 2012]
– Qualcomm decided to compete with the existing Cortex-A5/Krait-based offerings till the end of 2012 [Sept 30 – Dec 7, 2012]
– Next-gen Snapdragon S4 class SoCs — exploiting TSMC’s 28nm process first — coming in December [Aug 9 – Nov 25, 2011]
– Qualcomm Snapdragon SoCs with a new way of easy identification [Aug 4 – Nov 16, 2011]
See also the post which described the availability problem of the company in 2012:
– Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [July 27 – Nov 13, 2012]
Paul Jacobs Demos the new 800 Series Snapdragon Processors [QUALCOMMVlog YouTube channel, Jan 9, 2013]
Which you should put into an overall context of new opportunities as it is presented in:
– Highlights from the 2013 Qualcomm CES Born Mobile Keynote [QUALCOMMVlog YouTube channel, Jan 10, 2013]
– New Qualcomm Snapdragon Processor Brand Tiers Announced [OnQ Blog, Jan 7, 2013]
Today Qualcomm Technologies is introducing new names and tiers for the upcoming 2013 line of Snapdragon(TM) processors. You probably became acquainted with the Snapdragon processor through smartphones and tablets, though the new line will expand into other consumer electronics.
The current Snapdragon processors are labeled S1, S2, S3 and S4 to reflect the processor generation. But as the processor roadmap has expanded to address additional segments of smartphones, tablets, compute devices and consumer electronics, so we are taking this opportunity to introduce a new tiered structure to the Qualcomm Snapdragon processor brand. There will be 4 tiers – Snapdragon 800, 600, 400 and 200 – to make it easy to distinguish the processor segmentation and to communicate the depth of Qualcomm Technologies’ processor portfolio.
Starting in 2013 and moving forward, processors will be categorized in the following tiers:
Snapdragon 800 Processors
Snapdragon 800 Processors are designed to deliver blazing fast apps and web browsing, visually stunning graphics, breakthrough multimedia capabilities, seamless communications virtually anytime, anywhere, and outstanding battery life for premium smartphones, Smart TVs, digital media adapters and tablets.
Snapdragon 600 Processors
Snapdragon 600 Processors are designed to deliver outstanding performance for today’s coolest apps, fast web browsing, seamless connectivity and great battery life for mid-high tier smartphones and tablets.
Snapdragon 400 Processors
Snapdragon 400 Processors are designed to deliver the performance, features, connectivity and battery life that consumers expect in high volume smartphones and tablets.
Snapdragon 200 Processors
Snapdragon 200 Processors are designed to deliver a valued balance of performance, robust connectivity and better battery life for entry level smartphones.
It’s important to state that the Qualcomm Snapdragon processor brand continues to stand for the same thing – mobility without compromise. Now new tiered brand structure makes it easy for customers and consumers to see that no matter what your style, device preference or budget, there’s a Snapdragon processor for you. And when a Snapdragon processor is at the heart of your device, you can do more and recharge less.
Click here for a deeper dive into the features and specifications of the new Snapdragon 800 and 600 Series.
– Qualcomm Announces Next Generation Snapdragon Premium Mobile Processors [Qualcomm press release, Jan 7, 2013]
New Snapdragon 800 and 600 Processors Represent a Significant Performance Leap For High-End Mobile Computing Devices
LAS VEGAS – January 07, 2013 – Qualcomm Incorporated (NASDAQ: QCOM) today announced that its wholly owned subsidiary, Qualcomm Technologies, Inc., is sampling the first products in its latest generation of processors. With the introduction of its newest Qualcomm Snapdragon™ 800 and 600 processors, Qualcomm continues to lead the industry by once again raising the bar on performance per watt and delivering unparalleled user experiences.
The new Qualcomm Snapdragon 800 processors target premium mobile and computing devices. They are designed to deliver outstanding overall user experience, expand the possibilities of seamless connected computing and enable brand new mobile experiences while maintaining industry-leading battery performance:
- The Qualcomm Snapdragon 800 processors will deliver up to 75 percent better performance than the Qualcomm Snapdragon S4 Pro processor and the move to 28nm High Performance for mobile (HPm) technology node ensures exceptionally low power
- New Krait 400 CPU in quad configuration, with speeds of up to 2.3 GHz per core offers best-in-class performance per watt, so processor performance can hold up to the more demanding processing and communication requirements of premium mobile devices
- Additionally, asynchronous SMP architecture provides dynamic power sensing and control for peak performance per core, while extending battery life without the use of specialized cores
- New Adreno 330 GPU delivers more than 2x performance for compute applications over the current Adreno 320 GPU
- 2x32bit LP-DDR3 at 800MHz with industry-leading memory bandwidth of 12.8GBps
- New Hexagon DSP V5 delivers floating point support, dynamic multithreading and expanded multimedia instructions for enhanced low power performance
- New IZat™ location technology combines multiple tracking systems into a single high performance, highly accurate navigation platform for auto and pedestrian applications
- Seamless communications anytime, anywhere: Qualcomm Snapdragon 800 processors offer fully integrated connectivity and a wide variety of communication options.
- Third generation 4G LTE modem with data rates up to 150 Mbps (Category 4), fully integrated in the new Qualcomm Snapdragon 800 processors
- 4G LTE Advanced Carrier Aggregation feature to maximize radio frequency bandwidth
- World multimode and multi-band support using wafer level package (WTR1605)
- Integrated newest generation mobile Wi-Fi connectivity, 802.11ac
- Broad connectivity support with integrated USB 3.0, Bluetooth and FM
INSERT: Director Guillermo del Toro and Paul Jacobs Showcase Ultra HD [QUALCOMMVlog YouTube channel, Jan 10, 2013]
Breakthrough multimedia experiences: The Qualcomm Snapdragon 800 processors also introduce the very latest mobile experiences.
- Capture, playback and display in UltraHD video (with four times 1080p pixel density)
- Dual Image Signal Processors (ISP) for Qualcomm Snapdragon Camera with support for computational camera
- HD multichannel audio with DTS-HD and Dolby Digital Plus for enhanced audio
- Higher display resolutions (up to 2560×2048) and Miracast 1080p HD support
The Qualcomm Snapdragon 800 processors are currently sampling and expected to be available in commercial devices by mid-year 2013.
The Qualcomm Snapdragon 600 processor targets high-end mobile devices. The Qualcomm Snapdragon 600 processor is designed to deliver great performance, rich graphics and enhanced user experience and will deliver up to 40 percent better performance than the Qualcomm Snapdragon S4 Pro processor at lower power. The new processor offers system-wide architectural improvements, key component upgrades and expanded connectivity options. The Qualcomm Snapdragon 600 processor features a new Krait 300 quad-core CPU with speeds up to 1.9GHz, a new speed enhanced Adreno 320 GPU and support for LPDDR3 memory. The Qualcomm Snapdragon 600 processor is sampling now and is expected to be available in commercial devices by second quarter 2013.
“With the overwhelming success of our previous Qualcomm Snapdragon platforms, our mobile processors have emerged as the platform of choice for high-end mobile devices,” said Steve Mollenkopf, president and chief operating officer of Qualcomm. “With more than 50 design wins already secured with the first products of the Qualcomm Snapdragon 600 and 800 processors, we are advancing our vision and setting the standard for excellence in mobile computing.”
For more information and to see a demonstration of the Qualcomm Snapdragon 800 processors, as well as the newest devices powered by Qualcomm Snapdragon processors, please visit Qualcomm during CES 2013 South Hall 3, Upper Level, Booth #30313), Jan. 8-11 in Las Vegas or visit www.qualcomm.com/snapdragon.
– Snapdragon 800 Series and 600 Processors Unveiled [OnQ Blog, Jan 7, 2013]
Earlier today we announced several new Snapdragon processors in our new Snapdragon 800 and 600 processors (you can read more about our new brand tiers here). Smartphones, tablets or any devices loaded with the latest Snapdragon processor will feel really fast and offer long battery and I’d like to take the opportunity to tell you more about our newest flagship processors.
The Snapdragon 600 Processors
Building on the momentum of our highly successful Snapdragon S4 Pro processor featured in such flagship devices like the Google Nexus 4 and the HTC Droid DNA, we have introduced the first Snapdragon 600 processor which will once again lead the industry in both performance and power efficiency. Inside of the Snapdragon 600 processor is an integrated system featuring our custom built CPU, GPU, and much more so you’ll our feel the Snapdragon experience—fast performance and great battery life. The new Snapdragon 600 processor includes the following features:
- Quad Core Krait 300 CPU—running at up to 1.9 GHz
- Adreno 320 GPU –offering over 3x the performance of A225 &, as the first GPU in the Adreno 300 series and introduces support for new mobile and GPGPU compute APIs such as OpenGL ES 3.0 , OpenCL and Renderscript Compute
- LPDDR3 RAM— (Low Power Double Data Rate 3) this faster RAM gives a speed boost to the channels which data flows. By increasing the speed at which the data flows to each component, performance is boosted throughout the entire processor.
- Overall Performance Boost—we expect the Snapdragon 600 processor to deliver up to 40% better performance than the Snapdragon S4 Pro processor.
Our first Snapdragon 600 processor is sampling now and expected to be available in commercial devices by second quarter 2013.
The Snapdragon 800 Processors
Fast on the heels of our first Snapdrgon 600 processor, we will once again reset the performance and power efficiency bar with the introduction of our flagship Snapdragon 800 processors. Inside these tiny processors are all of the leading technologies that you have come to expect from Qualcomm. And we continue to custom build these technologies in-house so they can be fully tailored and tightly integrated with the entire system. This level of customization enables the Snapdragon experience—stunning performance and extreme battery life. The Snapdragon 800 processors will enable the newest mobile experience with a cutting edge feature set that includes:
- Quad Core Krait 400 CPU—speeds up to 2.3 GHz, per core
- Adreno 330 GPU—featuring patented Flex Render Technology and leading edge API’s that are designed to expand the use of GPU processing for general computing and other SoC tasks, the Adreno 330 GPU offers a 2 times better compute performance than Adreno 320
- 2x32bit LPDDR3 RAM at 800MHz – with industry-leading memory bandwidth of 12.8GBps.
- 4G LTE Cat 4 and 802.11ac—these connectivity options offer blazing fast, seamless connectivity with cellular modem boasting data rates up to 150 Mbps and 802.11ac at speeds up to 1 Gbps.
- UltraHD—video can be captured, played back and displayed in UltraHD (previously called “4K.”) The resolution has four times as many pixels as 1080p. (1920x 1080 versus 4096 × 2304)
- HD Audio—support for DTS-HD, Dolby Digital Plus and 7.1 surround sound.
- Dual Image Signal Processors (ISPs) up to 55MP – with support for up to four cameras and allows for 3D captures, photo merging into a master 55MPixel image, separate autofocus and captures, 1080p30 video captures.
- Overall Performance Boost—the Snapdragon 800 processor is expected to deliver up to 75% better performance than the Snapdragon S4 Pro.
Not only will you see this Snapdragon 800 processor in mobile devices like smartphones and tablets, but it will be featured in computing and consumer electronic devices such as Smart TVs and digital media adapters. Snapdragon 800 processors are sampling now and expected to be available in commercial devices by mid-2013.
…
Raj Talluri Senior Vice President of Product Management, Qualcomm CDMA Technologies
Qualcomm decided to compete with the existing Cortex-A5/Krait-based offerings till the end of 2012
Update: Nvidia Tegra 3 under strong pressure from S4 Pro, say Taiwan makers [DIGITIMES, Dec 7, 2012]
Snapdragon S4 Pro series processors developed by Qualcomm have brought increasing competitive pressure on Nvidia’s Tegra 3 because of its superior overall performance-cost ratio, according to Taiwan-based handset supply chain makers.
Although Nvidia successfully landed orders for Google’s Nexus 7 and Microsoft’s Surface RT in 2012, with Microsoft reportedly planning to adopt Qualcomm’s platform for its next-generation Surface RT, while Tegra-based smartphones have only had average sales performance, Nvidia may find it difficult to continue achieving strong growth in 2013 like in 2012.
In 2012, Nvidia received Tegra orders for smartphones including the HTC One X, LG Electronics Optimus 4X H, ZTE Era, K-Touch Treasure V8 and Fujitsu’s devices.
Qualcomm is expected to start fierce competition against MediaTek and China-based handset chipmakers in China’s mid-range to entry-level smartphone market in the first quarter of 2013, challenging Nvidia’s plans of releasing a solution for CNY1,000 smartphones (US$160), while Qualcomm’s aggressiveness over striving orders from tablet players with its reference design, which is set to release in the first half of 2013, also places strong pressure on Nvidia, the sources noted.
With the new Snapdragon S4 class additions announced three days ago we can make the conclusion that:
– Snapdragon Cortex-A5 based S4 Play smartphones will get quadcore capability only in the first quarter of 2013, so the current S1 and further dual core S4 Play smartphones are to compete till the end of the year.
– Snapdragon Krait-based S4 Plus smartphones will have mid-range LTE (in so called World Mode form) “high-volume“ versions only in the first quarter of 2013, so the current S4 Plus smartphones and similar upcoming ones are to compete till the end of the year.
– No decision was taken for the Cortex-A5 based S4 Play TD-SCDMA smartphone market thus letting Spreadtrum and its competitors to capture the corresponding China Mobile entry market even more.
What does it mean?
For the last, Spreadtrum et al observation it means that Qualcomm cannot do anything yet but stand still as according to my Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 16, 2012] post (here on this blog) the entry level TD-SCDMA smartphone market is moving from sub $150 to sub $100 in the H2 2012.
For the other two observations we should first understand what has been delivered so far with Cortex-A5 and Krait based SoCs by the smartphone vendors.
The current Cortex-A5 based Snapdragon S1 UMTS and Krait based S4 Plus UMTS and World Mode SoCs from Qualcomm were adopted by global brands so far as follows:
Source: smartphones in PDAdb.net counted for corresponding SoCs as of Sept 28, 2012
Smartphones based on the new Cortex-A5 SoCs detailed above were introduced
as shown on the chart below:
while the introduction of the new Krait-based smartphones is shown on the above chart
and it was for the UMTS & World mode S4 class Plus tier SoCs detailed below as follows
(i.e. the CDMA/UMTS S4 class Plus tier SoCs were not reflected in the above chart):
So there were no Adreno 305 based S4 class Plus tier smartphones introduced to the market yet except a single one from HTC for November timeframe, actually with Windows Phone 8. This single fact means, however, that in October and November more such smartphones could be introduced as the HTC case shows the Adreno 305 related SoCs availability for Q4 2012. So powerful by today’s market standards yet sold at mass market prices MSM8x27 based Windows Phone 8 and Android smartphones could be available on the market from November at the latest.
Similarly we can expect mid-tier WP8 and Android smartphones based on MSM8x30 SoCs to become available in October or November at prices which are between the latest premium smartphones like Samsung Galaxy S III or HTC One XL, and the new mass market yet “powerful” ones introduced at the same time. As you could see via the number of new premium models introduced so far (not less than 43 if you will add up the numbers attached to each type of new premium SoCs in the table above), the new premium category is well established already both in price and functionality.
Now the global brands could safely establish the new “mid-range” and “mass-market yet powerful” segments of the smartphone market with Qualcomm capable of delivering the new Krait and UMTS—CDMA/UMTS—World Mode technologies in greater volumes than before. With the decision of postponing the availability of the new higher end LTE (World Mode) mid-range category to the Q1 2013 Qualcomm and its global brand partners are in fact letting the market to sort out in November-December the acceptable pricing below whatever MSM8930 could bring in addition to that in Q1 2013.
Somewhat more interesting and remarkable is the case of entry level smartphones which is covered in Qualcomm’s new segmentation strategy by the S1 class Play tier (see the table above). With the decision of leaving the active formation of the new entry-level segment to competitors like MediaTek and Spreadtrum till the end of the year Qualcomm shows not only the company’s unpreparedness to compete fully in TD-SCDMA market (as was already indicated in the beginning of this post), but also a more general unpreparedness to compete with a broader China based phenomenon currently most visible via MediaTek as it was shown in my earlier:
Core post: Boosting the MediaTek MT6575 success story with the MT6577 announcement – UPDATED with MT6588/83 coming early 2013 in Q42012 and 8-core MT6599 in 2013 [June 27, July 27, Sept 11-13, Sept 26, 2012]. Quoting from that:
… MediaTek 28 nanometer quad-core A7 smartphone chip MTK6588 launch time is expected to advance to the fourth quarter of this year from the first quarter of next year! Because the price is very competitive, only 18 to 20 dollars, not only quadcore smartphone prices in mainland China will immediately fell to less than 150 dollars following that, the company will also have the opportunity to break into [the market of ] first-tier [i.e. global brand] manufacturers such as Samsung. …
Mediatek’s biggest “backer” [in terms of stock market performance] is expected to be the launch of MT6588 (quad-core A7 [with] TD-SCDMA/WCDMA) and MT6599 (8 core of the ARM [with] LTE/TD-SCDMA/WCDMA) smartphone chips in 4th quarter [of this year] and in the next year, respectively.
… we will see in the near future more dual-core 1.7Ghz Krait-based MSM8960A [on one hand], and MSM8974 [on the other], which is same but with quad-core, rather than next to the launch of 8225Q. …
… the fastest possible production of MediaTek quad-core mobile processor chip MTK6588 will start in October this year a small amount, quantity should not be a lot, may be available only to large client proofing purposes. Rumored MediaTek MTK6588 manufacturing cost is even less than dual-core MTK6577. …
MT6588 has a 4-core CPU [Cortex-A7 (!), see on the second slide below] clocked at 1GHz [1.XGHz rather, see the included slides below], supports dual-channel at maximum 1066Mbps, has an integrated multimode modem for WCDMA [+ it is delivering HSPA+ WCDMA performance (!) vs just HSPA with MT6577/75, see the first slide below] and TD (!), that is it can support both Unicom [latest upgrade to HSPA+ service, see the news in the original post materials much below] and China Mobile 3G network, supports an up to 13 MP camera and 1080P video playback. It finally has a GPU upgrade with SGX544, doubles the resolution to 1280×800 HD level, and has 32KB L1 cache and 1MB L2 secondary cache.
Along the MT6588 there is a 28nm dual-core version, MT6583 on the MediaTek 2012 product roadmap. From the chipset parameters it is evident that MT6583 is a scaled down version of MT6588. It has 2 cores less, the camera support is 8MP, the video decoder is of 720P level, and the resolution is down to 854×480.
It is understood that MT6588 and MT6583 will be in production in the first quarter of 2013, early next year the fastest.
Qualcomm’s problems are already immense as follows from another core post of mine stating not less than The low priced, Android based smartphones of China will change the global market [Sept 10-17, 2012], from I will just include this quote:
The best smartphone based on the MediaTek MT6577 both technically and in terms of price is the MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 [Sept 13, 2012], which is also the best example of the low priced, Android based smartphones of China will change the global market.
This SoC competitor is also “deadly serious” as MediaTek plans for quad-core chips in budget smartphones by early 2013 [Engadget from China Times (translated) sources, Sept 26, 2012].
Considering also the fact that Spreadtrum’s TD-SCDMA effort will meantime drive the entry level TD-SCDMA smartphone market from sub $150 to sub $100 level in the H2 2012 Qualcomm has to completely redefine its original plans for the upcoming S1 class Play tier by Q1 2013. Especially because its crucial global brand partners are embracing the new Chinese phenomenon as evidenced by the quite new Huawei Ascend G306T (Huawei T8808D) [Sept 14, 2012] example currently sold in China for $183 (Yuan 1,148). Note that here is IPS screen etc. so this is higher than the very entry level.
Note as well that Qualcomm is heavily restricted by the shortage of 28nm foundry capacity which will be lifted only by the end of the year as described in my earlier:
Core post: Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [July 27, 2012]
So for Q1 2013 the company will have plenty of room for effective actions in the competitive space quite unlike this time. It will be interesting to see what happens next!
Related announcements and videos by Qualcomm:
Before the new announcement Qualcomm issued the following “image” video:
How Snapdragon processors stack up against the competition [QUALCOMMVlog YouTube channel, Sept 20, 2012]
Qualcomm Announces New Snapdragon S4 Play MSM8x25Q Processors with Quad-Core CPUs and Reference Design Counterpart for High-Volume Smartphones [Qualcomm press release, Sept 27, 2012]
— Snapdragon S4 Plus MSM8x30 Platform to Support LTE -TDD/TD-SCDMA and All Three China Operators
BEIJING – September 27, 2012 – Qualcomm Incorporated (NASDAQ: QCOM) today announced the addition of two new Snapdragon™ S4 mobile processors: the MSM8225Q and MSM8625Q. Both are members of the Snapdragon S4 Play processor tier, optimized specifically for a broad range of smartphone users seeking faster applications and better user experiences. Snapdragon S4 Play processors will now offer OEMs both dual-core and quad-core CPUs and performance for entry-level smartphones, with the more advanced version featuring higher bus bandwidth, larger screen resolution support, HD video and enhanced user experiences. Both processors will be ready for customer sampling by end of 2012 and are expected to be shipping in commercial devices in the first quarter of 2013.
The MSM8225Q and MSM8625Q processors incorporate quad-core CPUs and are the upgraded software compatible variants of the highly successful Snapdragon S4 Play MSM8225 and MSM8625 processors, which both feature dual-core CPUs and dual SIM support. The quad-core variants will support LPDDR2 memory, increasing the bus bandwidth for improved features such as 720p display and 720p video encode and decode. Snapdragon S4 Play MSM8625Q features Qualcomm’s integrated multimode UMTS/CDMA modem, and the MSM8225Q has an integrated UMTS modem. Both processors enable Wi-Fi, Bluetooth 4.0 and FM connectivity using the Qualcomm Atheros AR6005 and WCN2243 chips.
In addition, Qualcomm also announced a single platform, the Snapdragon S4 Plus MSM8930, that supports all China operators with UMTS, CDMA and TD-SCDMA. Furthermore, this single platform will support LTE -TDD and TD-SCDMA, targeting mid-tier smartphones for use in China. Announced in February 2011, this processor features dual-core CPUs and as the world’s first single-chip solution with an integrated LTE modem, it is designed to take LTE to high-volume smartphones. Snapdragon S4 Plus MSM8930 with LTE-TDD and TD-SCDMA support will be ready for customer sampling by the end of 2012 and is expected to be shipping in commercial devices by the first quarter of 2013.
Qualcomm will also be releasing Qualcomm Reference Design (QRD) versions of all three processors. The QRD program includes comprehensive handset development platforms and an ecosystem program providing access to third-party providers of tested and verified hardware and software components so customers can rapidly deliver differentiated smartphones to budget conscious consumers. The Wi-Fi, Bluetooth and FM connectivity technologies have been pre-validated and tested with the QRD platform to provide reduced time-to-market. There have been more than 50 public QRD-based product launches to date in collaboration with more than 40 OEMs, and there are 100 designs in progress, including QRD-based smartphones enabled by these new Snapdragon S4 Play and Plus processors, which are also expected to be available by the first quarter of 2013.
“Our broad portfolio of Snapdragon S4 mobile processors delivers the optimal balance of features and performance for the high-volume smartphone segment,” said Cristiano Amon, senior vice president and co-president of mobile and computing products. “By offering both dual-core and quad-core CPU versions of the Snapdragon S4 Play processor, we are providing our OEM and operating partners a competitive and differentiated platform.”
The new Snapdragon S4 Play and Plus processors are designed specifically for high-volume smartphones, and they provide device manufacturers the ability to migrate their existing Snapdragon S1-based designs to S4 dual- and quad-core CPU-based designs. This capability is particularly useful for device manufacturers looking to efficiently expand their smartphone product lines with more advanced 3G/LTE smartphone products.
This announcement coincided with a new Graphics Benchmarking [QUALCOMMVlog YouTube channel, Sept 26, 2012] published for Qualcomm’s highest Adreno 320 GPU which is also in the MSM8960 SoC of the Pro tier of the S4 class for which no smartphones were introduced yet (probably in Q1 2013 we will see them):
Along with the first “image” video the company also issued another “giving assurance” type video: Vellamo™ Mobile Benchmark Suite: Setting new standards for system-level mobile benchmarking [QUALCOMMVlog YouTube channel, Sept 20, 2012]
Here is worth to remind you about my last year’s post that Qualcomm is very close to getting the HTML5 web apps performance and feature set to rival that of native OS apps [Oct 11, 2011]. Reading that one will understand this whole Velamo effort from both technical and marketing point of view.
Now the latest Qualcomm video about the envisaged market segmentation of its offerings:
Snapdragon Overview [QUALCOMMVlog YouTube channel, Aug 30, 2012]
Qualcomm Launches Tiers for Snapdragon S4 platform [Qualcomm’s OnQ blog, June 6, 2012]
Today, Qualcomm launched distinct tiers for its Snapdragon processor platform, starting with the S4 series. The Snapdragon S4 portfolio of processors now includes four distinct tiers – Prime, Pro, Plus and Play—that will better explain the capabilities of the many chipsets within the S4 class, as well future Snapdragon processors.
You probably became acquainted with the Snapdragon processor brand through smartphones and tablets, but the road ahead for these powerful processors will scale beyond such devices. With the launch of the highly-capable Snapdragon S4, our processors are now destined to appear in new platforms like Windows 8 PCs, SmartTVs and set top boxes. The number of device form factors that can potentially benefit from Snapdragon processors’ balance of power and battery efficiency is endless. Our new system of tiers should make it easier for Qualcomm’s customers and consumers to identify the right processor and its features.
Below is a description of each tier:
Snapdragon S4 Prime designed to bring high performance applications, web browsing and connectivity to TVs and set top boxes. Processors in the S4 Prime tier include: MPQ8064.
Snapdragon S4 Pro designed to bring computing-class processors to PCs, tablets and high-end smartphones. Processors in the S4 Pro tier include: APQ8064 and MSM8960T.
Snapdragon S4 Plus covers a broad range of powerful smartphone and tabletprocessors. Processors in the S4 Plus tier include: MSM8960, APQ8060A, MSM8660A, MSM8260A, APQ8030, MSM8930, MSM8630, MSM8230, MSM8627, and MSM8227.
Snapdragon S4 Play consists of processors for high-volume smartphones. Processors in the S4 Play tier include: MSM8625 and MSM8225.
When you look at the broad range of things that Snapdragon S4 processors can do, you’re more likely than ever to be using one.
Qualcomm Brings Snapdragon S4 Processors to High Volume Smartphones and Expands Qualcomm Reference Design Development Platform and Ecosystem Program [Qualcomm press release, Dec 8, 2011]
Addition of Two New Snapdragon S4 Mobile Processors Compatible with QRD Development Platforms Brings Dual-Core Processing and Integrated 3G Connectivity to High Volume Smartphones
SAN DIEGO – December 08, 2011 – Qualcomm Incorporated (NASDAQ: QCOM) today announced two additions to its Snapdragon® S4 class of mobile processors: the MSM8625 and the MSM8225 chipsets. Both chipsets provide dual core CPUs operating up to 1 GHz, Qualcomm’s Adreno® 203 GPU and an integrated 3G modem. The MSM8625 and MSM8225 chipsets are designed to be hardware and software compatible with the MSM7x27A and MSM7x25A family of chipsets, giving device manufacturers the ability to seamlessly migrate their existing Snapdragon S1-based designs to S4 dual core-based designs. This capability is particularly useful for device manufacturers to efficiently expand their smartphone product lines with more advanced and more capable 3G smartphone products.
To further simplify and improve time-to-launch of cost effective 3G solutions for device manufacturers, Qualcomm also announced the third-generation of its Qualcomm Reference Design (QRD) ecosystem program to enable third party device manufacturers to develop differentiated high volume smartphones with lower development costs and faster time to market. The QRD ecosystem program includes a comprehensive set of software and hardware components that allows third party hardware and software vendors to have their products pre-tested and optimized for the QRD development platform. A pre-tested and optimized platform gives device manufacturers a development platform with the hardware components (memory, sensors, touch panels, cameras, displays, RF, etc.) and software applications and features (browsers, map/navigation, mail, music, instant messaging, fonts and languages, etc.) needed for basic smartphone functionality already in place. This allows device manufacturers to focus their engineering resources on developing value-added features that will help make their high-volume smartphone stand out from the competition. The QRD ecosystem program is designed to help device manufacturers developing products for regions whose networks are evolving from 2G to 3G and high volume smartphones are becoming increasingly popular.
The MSM8625 and MSM8225 chipsets will be available on Qualcomm’s third generation QRD development platform in the first half of 2012, in addition to being available as standalone chipsets. QRD development platforms based on both the MSM7x27A and MSM7x25A chipsets are currently available. Qualcomm has shipped over 100 million MSM7225 and MSM7227 chipsets, and smartphones based on these chipsets are operating on multiple carrier networks worldwide.
“Smartphones present a large business opportunity for many of our customers, which is why we have created the QRD ecosystem program to assist them with developing compelling product designs with competitive differentiation,” said Cristiano Amon, senior vice president of product management at Qualcomm. “The program combines all the elements our customers need to get a new smartphone design to launch quickly and cost effectively, from carrier-ready hardware and software to local technical support resources.”
“As Snapdragon processors power many of today’s most popular smartphones, we are working to port a variety of our core applications to the various QRD platforms,” said Chengmin Liu, senior executive vice president of Tencent, China’s largest integrated internet services provider. “This will offer our customers a strong processing solution to power our applications for future smartphone designs.”
Qualcomm Unveils New Snapdragon Mobile Processors Across All Tiers of Smartphones and Tablets [Qualcomm press release, Nov 16, 2011]
Qualcomm Incorporated (NASDAQ: QCOM) announced today the expansion of its Snapdragon S4 class of next-generation mobile processors and the enhancement of its Snapdragon S1 solutions for entry-level smartphones.
The addition of new Snapdragon S4 processors, which are aimed at lowering design, engineering and inventory costs while bringing leading-edge 3G and 4G Internet connection speeds, will allow OEMs to introduce S4-based devices with next-generation mobile architecture throughout their respective device roadmaps—from basic smartphones to high-end smartphones and tablets. The enhanced S4 processors are also optimized for use with a suite of software solutions available from Qualcomm that help enable OEMs to deliver industry-leading feature sets for multimedia, connectivity, camera, display, security, power management, browsing and natural user interface design.
The Krait CPU is the next generation of Qualcomm’s micro architecture and is purpose-built from the ground up for significant mobile performance and power management advantages leading to enhanced user experience and better battery life. The Krait CPU is an essential part of the Snapdragon S4 class of processors. Today, Qualcomm announced several new S4 chipsets, including the MSM8660A, MSM8260A, MSM8630, MSM8230, MSM8627,MSM8227, APQ8060A and APQ8030. These are additional chipsets to the previously announced MSM8960, MSM8930 and APQ8064. Snapdragon S4 MSM processors include Qualcomm’s leading-edge wireless modem technologies, including EV-DO, HSPA+, TD-SCDMA, LTE FDD, LTE TDD andWi-Fi® standards. Devices based on Snapdragon S4 processors are expected to appear in early 2012.
The Snapdragon S1 product line is driving smartphone growth in all regions, and it offers a significant opportunity for market expansion and migration to 3G. To further this trend, Qualcomm is also announcing an upgrade to four of its existing Snapdragon S1 mobile processors. The MSM7225A, MSM7625A, MSM7227A and MSM7627A have been upgraded to deliver better performance and will enable new mobile experiences for entry-level smartphone users, particularly those transitioning from 2G to 3G.
Qualcomm Announces a Bunch of Krait Based Snapdragon S4 SoCs [Anandtech, Nov 16, 2011]
…
If you want an 8960 without integrated LTE, Qualcomm has an SoC for you: the MSM8x60A. The CPU specs are the same as the 8960, just without LTE support.
Below the 8960 is the MSM8930, a dual-core Krait (up to 1.2GHz) offering with only a single LPDDR2 memory channel (up to 1066MHz data rate). The 8930 will actually use a faster GPU than the 8960, the Adreno 305, although it’ll be more memory bandwidth limited. The 8930 will also debut later than the 8960 partially due to its new GPU.
The 8930 features LTE support, but if you want a version without it there’s the new MSM8x30. Similarly, if you want a version without an integrated baseband altogether there’s the APQ8030. The ISP in the xx30 series supports 1080p video decode and up to a 13.5MP camera (down from 20MP in the xx60 SoCs).
There’s an even even more affordable S4 in the lineup: the MSM8x27. Here you get two Krait cores running at up to 1GHz, a single channel LPDDR2 interface (800MHz max data rate). Video decode is limited to 720p in the 8×27.
[* the numbering change is: MSM8270 –> MSM8x60A]…
Qualcomm’s critical reliance on supply constrained 28nm foundry capacity
KEY UPDATES: TSMC Board of Directors Meeting Resolutions [TSMC press release, Nov 13, 2012]
Hsinchu, Taiwan, R.O.C. – November 13, 2012 – TSMC (NYSE: TSM) today held a meeting of the Board of Directors, which passed the following resolutions:
1. Approved capital appropriations totaling approximately US$2.975 billion for the purpose of expanding advanced process capacity, construction of 12-inch GigaFabstm, and installation of facilities systems.
2. Approved R&D capital appropriations and 2013 sustaining capital appropriations totaling approximately US$209.5 million.
3. Approved the issuance of no more than NT$45 billion (approximately US$1.53 billion) in unsecured corporate bonds in Taiwan to finance TSMC’s capacity expansion.
4. Approved the subscription of NT$1.24 billion (approximately US$42.28 million) in new shares to be issued by TSMC Solid State Lighting Ltd. in 2013.
5. Approved the subscription of NT$636 million (approximately US$21.63 million) in new shares to be issued by TSMC Solar Ltd. in 2013.
TSMC sees orders returning for its 28nm process [DIGITIMES, Nov 8, 2012]
In first-half 2012, Taiwan Semiconductor Manufacturing Company (TSMC) saw its 28nm process lacking enough capacity, forcing customers such as Qualcomm to shift orders to United Microelectronics (UMC), Globalfoundries, and Samsung.
However, TSMC has been seeing orders returning from tier-one customers such as Qualcomm as it solves the capacity issues.
According to TSMC’s financial forecast for the fourth quarter, revenues will show a single digit decrease compared to the third quarter. Market observers expected TSMC to see an on-quarter decrease of 15% in its fourth-quarter revenues. But due to sufficient 28nm capacity, orders have been returning and revenues are likely to be higher than expected. TSMC forecasts revenues from the 28nm process will exceed 20% in the fourth quarter.
UMC recently announced its 28nm process progress, which has been delayed due to lower than expected yield ramps. UMC noted that 28nm process gross margin has been lower than its average gross margin, and the firm originally planned to increase revenues from the 28nm process to 5% of total revenues by the end of 2012. But the firm has become conservative about the progress, and hopes that among total revenues in December, 5% will be from the 28nm process. Revenues from other processes such as 40nm will likely reach 15% of total revenues before the end of 2012, ahead of schedule, according to UMC.
China-based Semiconductor Manufacturing International Corporation (SMIC) plans to put 28nm process into volume production at the end of 2012. Despite the relatively slow pace on expanding 28nm capacity, the China government has been subsidizing local IC design firms. If local IC design firms enter the 45nm and 28nm process market, the government reportedly will subsidize up to 50% of reticle costs.
Note from the Reticle article of the Wikipedia: Photomask – plate with holes or transparencies used in photolithography integrated circuit fabrication also called a “reticle”
QUALCOMM Incorporated Management Discusses Q4 2012 Results – Earnings Call Transcript [Seeking Alpha, Nov 7, 20]
…
QCT had another strong year, with record revenues up 37% year-over-year, driven by record shipments of 590 million MSM chipsets, which were up 22% year-over-year. In the fiscal fourth quarter, we shipped approximately 141 million MSM chipsets, above the midpoint of our prior guidance.
Revenue per MSM was up approximately 9% sequentially, driven by a greater mix of multimode 3G LTE devices, which more than doubled quarter-over-quarter and made up approximately 1/3 of our shipments exiting the quarter as expected. Similarly, shipments of our new dual-core MSM8960 tripled quarter-over-quarter as demand for our integrated application processors continues to grow.
Demand for our 28-nanometer products remained strong, including significant design activity on our follow-on chipsets. As expected, we ramped our 28-nanometer supply significantly in the fiscal fourth quarter, and we remain on track to match our current 28-nanometer demand profile exiting the December quarter.
…
We believe our first 28-nanometer Snapdragon product, the dual-core MSM8960 with integrated 3G/LTE has become the global standard for combined performance and battery life, powering recent flagship devices such as the Samsung Galaxy S III, the HTC 8X, the Motorola RAZR M and the new Nokia Lumia phones.
As carriers deploy LTE networks, they are looking to Qualcomm as the leader in multimode LTE for smartphones. For example, KDDI, NTT DOCOMO and SoftBank announced 27 new smartphones in Japan in October, and 24 of those were powered by Qualcomm Snapdragon processors.
Since releasing the MSM8960, 15 OEMs have launched devices with this chipset across 19 carriers around the globe. The 8960 was our fastest integrated product to ship
10010 [as later corrected in the discussion] million units.Our OEM customers have also moved quickly to adopt the Snapdragon S4 Pro, which includes our latest Adreno 320 GPU, 4 Krait CPU cores and is paired with an MDM9x15 multimode LTE modem. Early reviews show that this product has set a new bar for multitasking and graphics performance. The first OEM devices based on this platform include the Google Nexus 4, LG Optimus G and Xiaomi MI2, and we expect more leading devices on this platform to be announced soon.
Smartphone demand in emerging regions is growing rapidly, and we continue to invest in our Qualcomm Reference Design program to help service a new group of emerging customer accounts. The program now has over 40 OEM customers and 100 commercially launched devices. And this quarter we expanded our road map to include the new Snapdragon quad-core MSM8x25Q and our new 28-nanometer based MSM8930 with an integrated global modem.
…
As we mentioned on the last call, we expect a strong December quarter for QCT as our supply of 28-nanometer chipsets continues to ramp and our partners launch a broad lineup of handsets for the holiday quarter. We are expecting record MSM shipments of between 168 million and 178 million units in the first fiscal quarter, up approximately 19% to 26% sequentially, with revenue per MSM also up sequentially.
… Question-and-Answer Session …
Q: … could you talk a little bit about what’s going on with ASP at the lower end? Obviously, MediaTek is starting to do a little bit better. Are you seeing more price pressure there? …
… On the low end, it’s pretty much playing out the way that we’ve discussed and/or described over the last year or so, which is pretty competitive market at the low end. It’s very crowded a bit competitively, and people are really pricing aggressively in order to get share or to maintain share. So we expect that to continue to some degree as we talked about for some time. …
…
Q: You’re upping estimates for emerging market devices in 2012 by $15 million. Could you talk about that? And do you have thoughts on how much of the China market can actually migrate to 3G and 4G? There is a bit of a negative case out there that EDGE plus WiFi is a sufficient smartphone experience for some, given the density of WiFi hotspots in China, and even like iPhones already on the China Mobile network.
… If we look at the EDGE smartphone market, I mean, we believe that‘s a transitional step. Obviously, people aren’t going to be satisfied with the EDGE experience when it comes to the kind of content that many people are consuming on their smartphones, high-bandwidth content like video. The other thing is WiFi is going to tap out because it’s going to be interference limited. And the nice thing about the licensed band technologies that you can cause the base stations to manage interference among themselves. And that’s the kind of technologies that we’re going to be bringing to the market over the next few years. And those, I think, will drive the kind of capacities of the network at very, very much decreased cost points. So the wireless operators are going to be in a position to really supply a lot better data experience, lot better quality of service over the 3G and 4G networks. And so while we love WiFi and we sell an awful lot of WiFi through Atheros, we believe in it for offload, it’s not going to be the solution for the mass of smartphones and tablets going forward.
Q: … You had said earlier that you would expect supply to only match demand later in the second half of the December quarter. Does that mean that you will still be working off demand in the March quarter? Is that the implication of that statement?
…
With respect to seasonality, let me clarify my comments. For the fourth quarter, we have been talking about how we thought that exiting the fourth quarter we thought supply and demand of 28-nanometer would be matched. By implication, the starting point or the beginning part of the quarter, meaning the October and September time frame, we are still burning off excess or not enough supply. And by the way, these are calendar quarters. So I’m talking about the December quarter. Now going into March, we feel that we have supply and demand imbalance. And we think that, that will be the case, really, exiting the December month. So hopefully that clarifies it.
Q: … I wanted to follow up on an earlier question related to device ASPs. I think Mike Walkley has asked about when we might expect to see the growth in emerging market start to have downward pressure on ASPs. At least, how we should think about that qualitatively? …
[William E. Keitel – Chief Financial Officer, Principal Accounting Officer and Executive Vice President] … On the device ASP, emerging markets having a larger effect on the total average. The — although emerging market units are growing faster than the developed markets are, the total dollar value of the developed TRDS [Total Reported Device Sales] is far greater than the emerging market TRDS. And so we’re ways away from that crossing over where emerging market dollar value is equal to or greater than the developed market. But I think we’re planning a little more color on this next week. So I’ll leave that point there. …
Q: And just to follow up on ASPs, my understanding is that the strong smartphone adoption that’s happening in the emerging markets has been driven in part because the smartphone ASPs have come down. I think, Paul [Jacobs, the CEO], you were talking recently about the price points getting to $100 and, at some point, maybe going down as low as $50. And I’m just trying to reconcile that with the comments around ASPs at the low end running up, and hence, supporting the outlook of flat to up ASPs in 2013.
[Derek K. Aberle – Executive Vice President and Group President] Let me just try to take part of that, and then if Paul wants to add on. I think there’s still — even though the pricing from smartphone is coming down tier, which obviously is a positive for driving growth, there still is a meaningful gap between sort of the lower-end smartphone and the low-end 2G or 3G feature phones that have been sold before those became available. So as we look out and we see the trends, I think we do continue to expect, even as the prices come down, a combination of more people buying at a higher price than they were historically on a feature phone as well as people migrating to even the higher-tier devices will provide some stability there.
…
END OF KEY UPDATES
Rumors came yesterday that Apple to postpone iPhone 5 amid undersupply of 28nm chips [Want China Times, July 26, 2012]. And the reason:
Apple’s leading chip supplier, Qualcomm, will be able to tackle the 28nm chip undersupply only by the end of this year, said Qi Fei, a spokesman for Qualcomm China. The problem arose during the second quarter of this year, as demand for 28nm chips has been growing alongside the popularity of smartphones.
QUALCOMM Incorporated Management Discusses Q3 2012 Results – Earnings Call Transcript [Seeking Alpha, July 18, 2012]
Paul E. Jacobs – Chairman and Chief Executive Officer:
In QCT, we’re continuing to see strong demand for our new Snapdragon S4, and other 28 nanometer chipsets, and that demand continues to exceed our available supply. We will continue to ramp capacity in the upcoming quarters consistent with our prior expectation. However, the constraints on 28 nanometer supply are continuing to limit our potential revenue upside this fiscal year.…
Steven M. Mollenkopf – President and Chief Operating Officer:
We continue to be supplies constrained on our 28 nanometer products but are ramping supply with multiple foundries in the September quarter and again into the December quarter consistent with our prior expectations. We currently project that we’ll be able to closely match supply with demand as we exit the calendar year.The reduced demand profile and ongoing 28 nanometer supply constraints, as well as our increased efforts to bring additional 28 nanometer capacity online and continue investments in our QRD and mobile computing programs in advance of the opportunities ahead are driving lower operating margins in the fiscal third and fourth quartersversus historical norms.
Looking ahead, we anticipate a strong lineup of device launches leading into the holiday season and believe QCT is well positioned for the December quarter, particularly with the increasing supply of industry-leading chipsets for high-tier devices.
Over 15 devices based on our S4 MSM8960 28 nanometer chipsets have launched to date, including the Samsung GALAXY S III, the HTC One S and One X, LG Optimus LTE2, Pantech Vega Racer 2 and Sony Xperia SX. There are now more than 420 announced Snapdragon-based devices with over 400 more in design, including 175 S4 designs. Third-party reviews and benchmarks again reinforced our product leadership this quarter, confirming that the Snapdragon MSM8960 outperforms quad-core CPUs-based handsets by using a complete multi-core system with our custom GPU, DSP and dual-Krait CPU cores. We also sampled 3 new S4 chips this quarter, including the APQ8064 and the MSM8x30. The APQ8064 includes 4 Krait CPUs. It is the first to use our new Adreno 320 GPU and will extend the performance expectations we recently established with the MSM8960. The MSM8x30 integrates a multi-mode LG or 3G LTE and is designed to enable 3G/4G smartphones at high-volume price points globally.
Our modem leadership also continues to be a differentiator for design wins in modem plus AP smartphones, in tablets, modules and WiFi personal hotspots, including over 90 designs in process based on our 28 nanometer 3G/4G LTE MDM9x15 modem. While many companies are still commercializing their first LTE products, we have already announced our third-generation LTE chipsetsand will continue investing in our modem road map to maintain our leadership.
In emerging regions, our QRD program, which provides turnkey designs for affordable smartphones, continues to expand rapidly. We continue to grow our QRD road map with differentiated technology, including our new [45nm] Snapdragon 8×25 1.2 gigahertz dual-core chipset, which began shipping commercially in July, only 2 months after first sampling. We are engaged with over 40 OEMs, many of which are now transitioning their platforms from 2G to 3G, and these OEMs have announced approximately 50 devices based on our chipsets for China and other emerging countries. In addition to the announced devices, we currently have 100 new QRD-based smartphone designs in the pipeline.
We also continue to invest in mobile computing and are pleased to see the momentum building around the new ARM-based Windows platform. As the only chipset provider supporting Windows on both PCs and phones sold commercially, we look forward to the availability of both Windows 8 and Windows Phone 8 this fall.
Looking ahead, while we are forecasting sequentially lower MSM shipments based on midpoints in the September quarter consistent with the pause and re-profiling of demand, we expect a strong December quarter as new high-tier smartphone devices launch for the holidays and we have an improved supply of 28 nanometer products.
…
Brian T. Modoff – Deutsche Bank AG, Research Division
Steve, on the 28 nanometer, can you talk a little bit about how you see demand in the current quarter? You’ve talked about hitting 1/3 of volume by September. Is that still feasible? In terms of the guide down sequentially, is this — a lot of this — have you seen cuts in the 45-nanometer demand trends as well? And then are you bringing a second source on for — in terms of meeting the demand as you get into the fourth quarter? And are you happy with the yields that you’re seeing on that second source at this point?
Steven M. Mollenkopf
Brian, yes, it’s Steve. The 28 nanometer right now, as I said, we’re supply limited. So it’s — and it’s going quite well in terms of bringing up additional sources. We actually have 4 sources that we’re now bringing up. If you track through the calendar year, we’re engaged with all of them now. And it’s going the way that we had thought. You had — you talked a little bit about the 45-nanometer products and such, and I think what you’re seeing a bit of is a little less of the backfill that we would have expected. And I think that’s consistent with what we were talking about, the re-profiling of demand. That’s really a little bit less of the backfill and a little bit more waiting for the new products to come out. So we’re just working very hard to try to get those products out the door.
Brian T. Modoff – Deutsche Bank AG, Research Division
So in terms of talking through the — just talking about a more positive December quarter, some of this is you’re getting demand. People want the 28 nanometer. So the push in demand is to that quarter is what you’re saying?
Steven M. Mollenkopf
That’s right. You — at the same time, you’re — we have a significant demand for the 28-nanometer products. And as you get into the December quarter, you now have a tier of products on 28 nanometer, which, I think, is a big advantage for our portfolio. And they’re moving forward. And you’re essentially in a situation where demand is increasing and supply is increasing, and we’re trying to match those 2 ramps. And it’s — we’re just in execution mode getting through that right now and engaged with 4 fabs in order to do that.
…
Simona Jankowski – Goldman Sachs Group Inc., Research Division
Just a couple of questions. First, to clarify. With your comments on the 28 nanometer, suffice to say it’s alleviating in the December quarter, was that referring to the entirety of the December quarter? Or is it just for the exit run rate? In other words, would you still see inability to meet some of the demand in the entirety of that quarter? And then as it pertains to your chipset margin, is there any reason to think that in December, chipset margins should not be above your typical average margin given the volumes you’re expecting?
Steven M. Mollenkopf
Simona, it’s — this is Steve. The supply really exits the quarter on a matched situation. It doesn’t end — enter the quarter that way. So at the beginning of the quarter, we still have a gap that we need to deal with, but it improves throughout the quarter. We think it matches up toward the end.
…
Simona Jankowski – Goldman Sachs Group Inc., Research Division
So then maybe just a question for Paul. In terms of looking strategically longer at some of your big customers who are becoming more vertically integrated, and obviously, we had the announcement yesterday from Samsung are buying some of the technology and connectivity from CSR, now how should we think about customers like that longer termfor fall coming in terms of your potential share of their silicon business?
Paul E. Jacobs
Yes. So we’ve had these same issues throughout the history of the company where internal efforts — people try to build the silicon for their own chipsets. And I think the key way to combat that, as we’ve done all along, is to continue to drive the technology hard. Obviously, we’re driving it very rapidly in a number of areas now, not just the radio. It used to be just the radio. But now it’s also processor and graphics technology. And we’ve seen — I’m sure you’ve seen a number of the benchmarks coming out talking about how, I think the latest one I saw was on graphics, how we were really winning on the graphics side but, obviously also, on the computing side, we’ve had great comparisons. So the key, as I said, is drive the technology hard. Do people for their internal uses have enough scale to invest at the same rate that we do? And the answer is generally no. And plus, we have just a level of experience that we can bring to bear, and I think that, that strategy will continue to work as it has in the past.
- [from a later part]
Jeffrey T. Kvaal – Barclays Capital, Research Divisio
… first is to follow up on the internal production. I think we’ve seen the pendulum shift back and forth between internal and outsourced a bit over the years. Where are we in the current swing? Should we expect production to go a little bit more internal perhaps over the course of the next few quarters or years? - Steven M. Mollenkopf
… I’m assuming the first question is really more about the vertical customers. I would say that it’s really consistent with what Paul said. I think it’s getting harder and harder to create chipsets moving forward. It’s primarily because in order to create particularly high-end products, you need to innovate across so many different technology vectors. And unless you’re fairly large and you have a fairly broad technology portfolio and you’re at the leading nodes, I think you’re going to have a difficult time producing the type of products that you need. So in our view, it’s actually getting harder to do chipsets and so, therefore, probably more favoring of our model. - [It is also worth to look at this video published just a day before the earnings call]
Rod B. Hall – JP Morgan Chase & Co, Research Division
… on 28 nanometer, just one more thing. Can you quantify at all what kind of 28-nanometer shortfall you’re assuming in the fiscal Q4 guidance?
…
William E. Keitel- Chief Financial Officer, Principal Accounting Officer and Executive Vice President
Oh, in the shortfall. Well, let me say this. First of all, 28 nanometer, our shipment estimates both for the fourth fiscal quarter and what we expect for the first fiscal quarter, we’re essentially in line with where we were 3 months ago. So the QCT team is executing well on that aggressive ramp that we had talked about last time. But going out of this quarter, if we could ship all the demand that’s in front of us for this quarter, I would just say that our revenue and operating margin would be materially higher.…
James E. Faucette – Pacific Crest Securities, Inc., Research Division
Just a few follow-up questions. First, back to Steve or Paul related to your partnerships with your foundries. I think, Steve, you said that you’re now sourcing 28 nanometer from 4 different partners. Going forward as we look at future geometry and process improvements, should we expect you to continue to be diversified at the outset across multiple partners? Or should we expect you to return to concentrating on 1 or 2 key partners for future transitions, firstly? …
Steven M. Mollenkopf
James, this is Steve. Our product portfolio at the high tier, we tend to be on the leading node; on the lower tiers or the mass-market tiers, we may be one node behind. So we tend to have a broad sourcing strategy to take account of the fact that we’re on leading node. And also, following nodes, we tend to engage with a lot of fab partners by necessity. On the leading nodes, I think you’re not going to see a big change in our strategy moving forward with the exception that we do, obviously, a much better job of matching our ramps, capacity ramps and demand ramps, as we drive leading nodes. For us, you’re going to continue to see us really taking advantage of the fact that you can play the integration game at the leading nodes. And there’s a number of different good road maps that we’re seeing from the industry through the fab — through fab partners, and we’re going to continue to drive the best ones that we can find.
…
QUALCOMM Incorporated’s CEO Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, April 18, 2012]
Steven M. Mollenkopf – President and Chief Operating Officer:
Our QCT business delivered another strong quarter. We shipped 152 million MSMs, up 29% year-over-year driven by increased demand for our integrated smartphone solutions and advanced modems.
Smart — Snapdragon shipments increased by more than 70% year-over-year, driven by growth across all price tiers from Snapdragon S1 products to our latest generation of Snapdragon S4 processors. There are now more than 370 announced Snapdragon-based devices with over 400 more in design, of which over 150 are S4 designs.
As you know, we have made significant investments in recent years to establish a leadership position in LTE chipsets, and we believe we are succeeding. In parallel, industry adoption of LTE technology is growing rapidly. And with our strong portfolio of products, we are at the forefront of this technology transition.
As a result of these trends and as Paul mentioned, demand for our 28-nanometer chipsets continues to exceed available supply. To address 28-nanometer demand, we are increasing our related operating expenses and are working closely with our fab partners to bring up additional capacity.
Within this environment, it is worth noting that our current estimates for total 28-nanometer shipments this fiscal year are largely in line with our prior guidance, though our forecast for the June quarter is a bit lower. Our increased investment to bring up additional 28-nanometer capacity is expected to show results in fiscal 2013.
Across the rest of the business, demand trends are very strong, and we continue to drive our technology leadership. At Mobile World Congress in Barcelona, several leading OEMs announced their first Snapdragon S4 dual-core devices, including ASUS, HTC, Huawei, Lenovo and Panasonic. We also demonstrated our new S4 quad-core processor, the APQ8064 running 4 separate HD video streams; and we announced our S4 Snapdragon MSM8960 Pro, which integrates our new high performance programmable Adreno 320 GPU for higher-end mobile computing devices.
We announced and demonstrated our new 802.11ac Wi-Fi solution and announced a broad family of 11 AC chipsets for mobile, computing, consumer electronics, as well as home and enterprise networking. Also, our new integrated connectivity solution, which includes digital Wi-Fi, GPS, Bluetooth and FM, continues to be designed in by our customers in the vast majority of our growing S4 pipeline.
We continue to invest in our Qualcomm reference design program to support growth of lower-tier smartphones in emerging regions. Shipments into Chinese emerging accounts are expected to grow at a strong double-digit rate quarter-over-quarter while we transition customers to 7x27A. There have been 10 OEM designs launched on our reference programs over the last quarter with more to follow. We are on track to expand the reference design programs to include a new dual-core Snapdragon processor the MSM8x25. We will do this before the end of the June quarter.
We are increasing our investments to address incremental opportunities beyond traditional cellular, including mobile computing and Windows on Snapdragon. And looking ahead, our leadership position across multiple technologies, delivered to our customers with a tiered and expanding chipset road map, positions us well for smartphone and computing trends in both emerging and developed regions.
…
T. Michael Walkley – Canaccord Genuity, Research Division
Steve, I wonder if you could just elaborate a little more on the 8960 ramp. Obviously, some of your customers are worried about your ability to supply, given the demand’s greater than the ability to supply. So how do you manage maybe losing some share in the short term? And then also how do you manage maybe some double ordering that might come from customers trying to get that supply?
Steven M. Mollenkopf
Mike, it’s Steve here. A couple of things, one is we have taken approach to spread the supply across all of the customers as best we can, and so I think everybody is dealing with this issue. And obviously, it’s a pretty difficult issue to deal with. But in the near term, some of the OEMs have been looking at alternative chipsets, in particular our Fusion 2 lineup, which can be substituted in some cases. But other than that, it’s really a question where we are accelerating as best we can the supply, consistent with what I was saying and what Paul was saying. We’re really focused very much on getting additional supply throughout the year.
…
Parag Agarwal – UBS Investment Bank, Research Division
Steve, can you please explain the alternative your customer have, given that the supply is constrained? And then what has been the reaction so far? I mean what — I mean are these customers willing to go to older Snapdragon designs? Are they looking at alternatives? Are they trying to use their own set [ph] of solutions?
Steven M. Mollenkopf
Well, I think you see a combination of people. In any constrained environment, people look for any alternative they can in order to solve the problem. Now what you have, particularly in this case, is these are devices that primarily are using LTE type of chipsets, and so the alternatives are a little bit smaller than they would be, let’s say, in a general allocation scenario, maybe in another industry. And we’ve been helping customers to see how they can swap in our Fusion 2 chipset, which is the chipset that we have been ramping over the last 8 months in production. Now in some cases also, our OEM partners are, of course, working with us very closely to try to help us accelerate our own supply, and that is primarily what we’re seeing. And we do expect to see some alternative non-Qualcomm chipsets being used to solve that issue as well. But I will remind you that in addition to the 8960, right on its heels is the 8×30, as well as the APQ8064. So we’re continuing to drive our tiered road map throughout the year on the same schedule, again, gated by the supply here in the near term. But I think that’s a pretty attractive road map that people are interested in doing. So we need to solve the supply issues, and then we’ll move the business on.
Qualcomm chip shortage to continue [The Korea Times, June 21, 2012]
Qualcomm said Thursday that its chip supply will not likely meet high demand from its major clients, including Samsung Electronics, LG Electronics and Pantech, dampening their hopes that chip supply would improve in the latter half of this year.
“We are still struggling to meet an explosive demand for the latest MSM8960 chipsets and other chip variants using a 28-nanometer processing technology, though the production yields of our chip products have steadily been improving,” said Kim Jong-ha, a senior executive at Qualcomm CDMA Technology Korea, Thursday.
Industry sources said Qualcomm has been in negotiations with three and four chip foundries other than Taiwan’s TSMC to increase supply of the chips and stressed “visible results” to follow shortly. Kim was at the sidelines in the press conference to unveil Qualcomm’s updated business strategies at the Plaza Hotel, downtown Seoul.
Qualcomm had warned in April that it will have trouble meeting demand for some of its advance cellphone chips for the rest of the year due to manufacturing constraints and operating expenses will increase faster than expected.
The MSM8960 chipsets, which sport Long-Term Evolution (LTE) functionality, are currently being used in Samsung, LG and Pantech’s premium smartphones. Samsung’s Galaxy SIII LTE smartphone is also using the Qualcomm chipset.
But the Qualcomm executive said the chip shortage problem should soon ease, though he declined to say exactly when.
Qualcomm has attempted to appease its clients by offering an alternative in the form of the “Fusion 2” chipset; however the manufacturer is conceding; “We do expect to see some alternative non-Qualcomm chipsets being used to solve that issue as well.”
The executive said it will commercialize its quad-core one chip solutions from the latter half of next year and a smartphone that uses the latest chip solution will be released in July next year.
Qualcomm plans to put the VoLTE functionality on its upgraded MSM8960 chipsets in a goodwill gesture to help local carriers smoothly push their VoLTE services from September this year.
Qualcomm sources said the existing MSM8960 chipsets don’t support the VoLTE functionalities, which is impossible for consumers using Samsung’s Galaxy R Style, LG’s Optimus LTE2 and Pantech’s VegaRacer2 models to experience the VoLTE service.
During the conference, Qualcomm pledged business expansion to Internet-connected TVs, PCs and tablets and reiterated its bullish plan to support Microsoft’s Windows 8 software.
Globalfoundries to the “rescue”:
Globalfoundries to fab 28nm chips for Qualcomm, says paper [DIGITIMES, July 13, 2012]
Qualcomm has contracted Globalfoundries’ Dresden fab to manufacture 28nm chips, the Chinese-language Commercial Times cited unnamed equipment makers as saying in a recent report. The foundry chipmaker will start shipping the orders to Qualcomm in the fourth quarter of 2012, the paper said.
Commercial Timespreviously reported that UMC had secured orders for 28nm Snapdragon S4 chips from Qualcomm with volume production slated for the last quarter of 2012.
Rumors circulated earlier in the year that TSMC’s supply shortfalls at 28nm would likely drive its longtime partners toward other foundries. In addition to Qualcomm, Nvidia was identified as another TSMC customer considering a second-source supplier.
In fact, Globalfoundries has already entered into a non-binding MoU with Qualcomm to collaborate on leading-edge technologies. Globalfoundries said in a January 2010 company release that initially the firm intends to provide Qualcomm with access to 45nm LP and 28nm LP technologies, with an intended collaboration on future advanced process nodes.
In other news, IC design service company Socle Technology recently disclosed that the firm has developed and taped out its first ARM Cortex-A9 based 28nm ASIC design using Globalfoundries’ 28nm super low power technology (SLP) with HKMG. The ASIC design will soon be mass produced at Globalfoundries, Socle said.
Formerly a IC design service subsidiary of Chartered Semiconductor Manufacturing, Socle now works closely with Globalfoundries.
GlobalFoundries Interview with Subramani (Subi) Kengeri [BrightSideofNews YouTube channel, May 22, 2012]
GLOBALFOUNDRIES Extending Fab 8 to Meet Strong Customer Demand [GLOBALFOUNDRIES press release, July 24, 2012]
Cleanroom extension to add hundreds of new jobs and 90,000 square feet of manufacturing capacity
GLOBALFOUNDRIES today announced it is moving forward with the final construction for the extension of Module 1 at the Fab 8 campus in New York. The project will add 90,000 square feet of manufacturing capacity, bringing the total capacity for Fab 8 Module 1 to 300,000 square feet. Construction activities are scheduled to begin in August and work is expected to be completed in December 2013.
“During the construction of Fab 8, we extended the shell of the Module 1 building with the expectation that our business would continue to grow. Today we see increasingly strong demand from our customers, especially at the 28nm node, and we are excited to be moving forward with this next phase in the development of the Fab 8 campus,” said Eric Choh, vice president and general manager, Fab 8, GLOBALFOUNDRIES. “By continuing to expand our investment in the project, GLOBALFOUNDRIES is delivering more options to our global customers, while helping to redefine upstate New York as a premier hub of the global semiconductor industry, creating thousands of new advanced manufacturing jobs, and contributing billions of dollars to the regional economy.”
Consisting of approximately two million square feet, Fab 8 is being developed as the world’s most advanced semiconductor foundry manufacturing facility and is consistently hitting all major development milestones. GLOBALFOUNDRIES began construction on Fab 8 in July 2009 and began moving people and equipment into the facility in mid-2011. Initial wafer starts began earlier this year and the facility is on track to begin risk production by the end of the year, with volume production in early 2013.
Extending the Fab 8 cleanroom is expected to increase the Fab 8 capacity to approximately 60,000 wafers per month and increase the capital budget by approximately $2.3 billion, taking the total capital budget from $4.6 billion to approximately $6.9 billion, once tools and equipment are installed.
Since breaking ground on Fab 8 in 2009, GLOBALFOUNDRIES has created more than 1,500 new direct jobs, developing a unique and diverse workforce drawn from local talent in the region as well as experienced professionals from across the United States and more than 30 countries.
In addition, the project has created an additional 4,300 construction-related jobs and established the largest private Project Labor Agreement in history, generating hundreds of millions of dollars of economic development throughout upstate New York during the worst economic downturn since the Great Depression.
GLOBALFOUNDRIES has a total of about 1,800 employees across New York, including research teams at the IBM facilities in East Fishkill and at CNSE at the University of Albany, and more than 12,000 employees worldwide with additional manufacturing campuses in Germany and Singapore.
Execution, Innovation, Location: 3 Reasons to Choose GLOBALFOUNDRIES at 28nm [thefoundryfiles.com blog by Michael Noonen, Executive Vice President, Worldwide Marketing and Sales, for GLOBALFOUNDRIES, July 5, 2012]
We recently attended the Design Automation Conference in San Francisco, where we showcased our wide array of foundry offerings and met with customers, partners, and industry influencers. All of them asked how GLOBALFOUNDRIES can address the increased demand for 28nm. We answered that we have three major reasons why our customers can depend upon GLOBALFOUNDRIES for their 28nm needs: execution, innovation and location.
Execution
GLOBALFOUNDRIES has a tradition of rapidly ramping leading-edge technologies to volume production. We delivered the fastest time-to-volume for the 45/40nm production ramp, and we are leading the foundry ramp at 32/28nm in volumes well ahead of others foundries. In fact, earlier this year we reached a major milestone by shipping our 250,000th HKMG wafer, and we have shipped many thousands more since. Overall, we have shipped more HKMG wafers than all the other foundries combined.
Not convinced? Just ask our customers. For example, AMD CEO Rory Read said, “In just one quarter, we were able to see more than a doubling of yields on 32nm, allowing us to exit 2011 having exceeded our 32nm product shipment requirements. Based on this successful ramp of 32nm HKMG, we are committed to moving ahead on 28nm with GLOBALFOUNDRIES.”
Innovation
Everyone knows our industry faces huge challenges as we move to more advanced technology nodes. At 28nm, we worked tirelessly to maintain true scaling and deliver an industry-leading technology in a System-on-Chip (SoC) design platform based on our production-proven HKMG technology. Here are a few highlights of our 28nm technology in comparison to the previous generation:
- ~100 percent density increase.
- Up to 50 percent increased speed and 50 percent reduction in energy/switch.
- Sustains 40nm layout style advantages: Bi-directional Poly, Poly Jogs, Large Caps.
- ~20% smaller die relative to 28nm “Gate Last.”
Here again, our customers are seeing the benefits. Thucydides Xanthopoulos, distinguished engineer at Cavium, says with GLOBALFOUNDRIES, his company received outstanding levels of in-depth technical support: “This was essential in addressing the new technical challenges of the 28nm process technology to meet our stringent power requirements and demanding frequency goals. This ensured our product design timeliness and success.”
Location
Not only is GLOBALFOUNDRIES now the second largest semiconductor foundry in the world, but with manufacturing plants located in Europe, Asia and North America, we are the only truly global foundry.
Designed for 32/28nm and beyond, our newest location, Fab 8 in New York, is one of the most advanced semiconductor facilities in the world. Fab 8 is the largest public-private sector industrial investment in state history and a cornerstone of New York’s burgeoning “Tech Valley.” Forbes magazine recently said the Capital Region could become the “Silicon Valley of Nanotech and even surpass it in economic importance.”
To paint a clearer picture of how advanced the nearly 2 million square foot campus is, here are a few more facts:
- The clean room is larger than 6 football fields and has 7 miles of track for overhead transport vehicles.
- Fab 8 took over six million man hours to complete – that’s more man hours than it took to construct the Empire State Building in New York City.
- Fab 8 has over 60,000 cubic yards of concrete, enough to build a 105 mile-long sidewalk.
- 75 miles of pipe total square footage exceeds the Chrysler building in NYC.
Fab 8 is fully operational, ramping ahead of schedule, and shipping products for revenue in early 2013. Once fully ramped, the first fab module will be capable of 60,000 wafer starts per month.
These are just a few of the reasons why customers should work with GLOBALFOUNDRIES on 28nm—and they are. We taped out our first 28nm product in Q4 2011 and we have dozens in the pipeline. To learn more about our complete value proposition at 28nm, check out this video we created for DAC.
More information: Globalfoundries Vows to Ramp Up 28nm Production Quickly. [X-bit labs, July 5, 2012]
ChipEstimate.TV interview with Mike Noonen, GLOBALFOUNDRIES at Common Platform Tech Forum [chipestimate YouTube channel, March 21, 2012]
GLOBALFOUNDRIES Dresden Fab Ships 250,000th 32nm HKMG Wafer [GLOBALFOUNDRIES press release, March 21, 2012]
… based on 32nm High-k Metal Gate (HKMG) technology …
On a unit basis, cumulative 32nm shipments for the first five quarters of wafer production are more than double that achieved during the same period of the 45nm technology ramp, demonstrating that the overall 32nm ramp has significantly outpaced the 45nm ramp, despite the integration of a number of new and complex elements in both design and process technologies.
“AMD and GLOBALFOUNDRIES worked in close partnership during 2011, and today’s announcement is a testament to the progress we have made together,” said AMD president and CEO Rory Read. “In just one quarter, we were able to see more than a doubling of yields on 32nm, allowing us to exit 2011 having exceeded our 32nm product shipment requirements. Based on this successful ramp of 32nm HKMG, we are committed to moving ahead on 28nm with GLOBALFOUNDRIES.”
…
At Fab 1 in Dresden, GLOBALFOUNDRIES recently completed construction of an additional wafer manufacturing facility designed to add capacity at 45nm and below, which has the potential to increase the overall output of the Fab 1 campus to 80,000 wafers per month once fully ramped. The expansion project is adding more than 110,000 square feet of cleanroom space to the site, making Fab 1 the largest wafer fab in Europe for leading-edge technology. More than 50 percent of Fab 1’s production is now on HKMG technology. In addition to the 32nm technology, the company’s 28nm HKMG offerings are qualified and ready for design-in today.
28nm Ramp Starts At Globalfoundries. [Manerisms blog on ElectronicsWeekly.com, April 17, 2012]: “We’re starting the volume production ramp on 28nm. With our experience at 32nm we expect less issues on the 28nm,” Rutger Wijburg, vice president and general manager GLOBALFOUNDRIES Fab 1, told EW.
Globalfoundries opens up 28nm, 20nm FD-SOI process to all-comers[ElectronicsWeekly.com, June 20, 2012]:
Globalfoundries is to manufacture FD-SOI chips for STMicroelectronics and ST-Ericsson at both 28nm and 20nm process generations which will be made avaialble to anyone wanting to use them. ST has a limited availability of FD-SOI from its line at Crolles. “This arrangement ensures our customers will have a secure source of supply, says ST vp Joel Hartmann. 28nm FD-SOI, is currently in the ‘industrialisation phase’, says ST and is scheduled to be available for prototyping by July 2012.
The Rambus experience with GLOBALFOUNDRIES 28nm Super Low Power (28nm-SLP) technology see in the collaborative whitepaper: Designing into a Foundry Low Power High-k Metal Gate 28nm CMOS Solution for High-Performance Analog Mixed Signal and Mobile Applications [June 26, 2012]
Background video on GLOBALFOUNDRIES’ leadership in 28nm capacity:
Background video on Sand to Silicon [globalfoundries YouTube channel, May 9, 2012]
Collaborative partner Samsung Electronics also joining the “rescue” effort:
Common Platform Technology Forum 2012, Ana Hunter, VP Foundry Services, Samsung interview on ChipEstimate.TV [chipestimate YouTube channel, Feb 13, 2012]
GLOBALFOUNDRIES and Samsung Extend Fab Sync to New High-Performance 28nm Technology for Mobile Applications [GLOBALFOUNDRIES press release, Aug 31, 2011]
GLOBALFOUNDRIES and Samsung Electronics, Co., Ltd. broadened their collaboration, announcing plans to synchronize global semiconductor fabrication facilities to produce chips based on a new high-performance and low-leakage 28nm High-K Metal Gate (HKMG) technology. The technology has been specifically developed for mobile device applications, offering 60 percent of active power reduction at the same frequency or 55 percent of performance boost at the same leakage over 45nm low power (LP) SoC designs.
In 2010, GLOBALFOUNDRIES and Samsung announced a fab synchronization on low-power 28nm HKMG technology in collaboration with IBM and STMicroelectronics. This low-power technology is qualified and fully design enabled with standard cell libraries, memory compilers, and additional complex IP blocks. The high-performance offering announced today complements the low-power technology, extending the frequency of operation for high-performance smartphones, tablets, and notebook computers, while retaining ultra-low leakage transistors and memories to enable the long battery life needed for mobile environments.
The companies are proving the collaborative value of a synchronized platform by working with several customers to optimize processes and tooling for both the low-power and high-performance 28nm HKMG technologies. The synchronization process helps ensure consistent production worldwide, enabling customer chip designs to be produced at multiple sources with no redesign required, leveraging the customers’ design investments.
By virtue of the synchronization, the collaboration presents a “virtual fab” that derives manufacturing capacity from four geographically diverse fabs. Each company has two 300mm fabs that will qualify the technology: GLOBALFOUNDRIES Fab 1 in Dresden, Germany and Fab 8 in Saratoga County, New York; and Samsung S1 in Giheung, Korea and the company’s recently expanded fab, S2 in Austin, Texas. The four fabs represent a global footprint estimated to be the largest in the foundry industry for leading-edge capacity, offering customer choice enabled by close collaboration and an unparalleled de-risking of supply chain uncertainties.
…
The new high performance process is based on the 28nm “Gate First” HKMG technology utilized for the low power process announced in 2010. As with the low power 28nm technology that is fully design-enabled today, a comprehensive System-on-a-Chip (SoC) design platform will be implemented for the high performance offering to enable seamless customer design-in to the multiple global manufacturing sites.
Ana Hunter – Vice President of Foundry for Samsung Semiconductor Inc. [globalfoundries YouTube channel, May 29, 2012]
Qualcomm, Samsung to team up for chip [The Korea Times, July 5, 2012]
As part of efforts to solve a supply shortage Qualcomm will soon sign a deal with Samsung Electronics to produce chips used in the Korean firm’s smartphones, according to industry sources.
Industry and Samsung officials said Thursday that Samsung Electronics has “tentatively agreed” with Qualcomm to produce the latter’s Snapdragon S4 chipsets using Samsung’s 28-nanometer technology from the first half of 2013.
“The two companies have agreed in principle on chip production and are now trying to iron out details, including production volume,” an industry source said.
Samsung expects that the latest partnership will help the company strengthen its capabilities for non-memory chip management. The Korean technology giant plans to invest more in non-memory chips this year than in conventional memory chips for the first time since it started its chip-making business.
Qualcomm CEO Paul Jacobs has said his firm is seeing “very strong demand” for the S4 chipsets amid the rising popularity of data-intensive and speedier phones that also use advanced long-term evolution (LTE) networks.
Qualcomm’s MSM8960 chipsets are currently being used in the latest smartphones by Samsung, LG Electronics, Motorola and Taiwan’s HTC.
”Because Samsung is a long-time partner with Qualcomm for modem chips, it’s no surprise that the partnership has expanded to real chipsets,” said another industry source.With the Taiwan Semiconductor Manufacturing Co. (TSMC) and Samsung producing the Qualcomm chipsets, analysts expect the supply will improve from early next year.
Qualcomm has also designated United Microelectronics Corp. (UMC) as another supplier with the capacity to help cope with tight supply of the leading-edge process at TSMC.
”The contract with Samsung, as well as UMC, means that Qualcomm plans to lower its heavy dependence on TSMC. It also means that Samsung’s foundry chip-making has reached a competitive level to guarantee the capacity that Qualcomm wants,” said an analyst at Semiconductor Equipment and Materials International (SEMI).
Samsung, which controls near 50 percent of the global memory chip market, is busy transferring its conventional chip lines to profitable non-memory lines such as foundry facilities.
Samsung’s global share for the foundry chip-making business was less than 2 percent as of the end of last year. However, market experts say Samsung is one of the few players that can threaten TSMC’s leadership as Samsung has abundant cash and top-class memory chip-making technology.
“It’s probable for Samsung to win more deals from Texas Instruments and Nvidia – which are key partners of TSMC. In the near future, Samsung will become a top-tier foundry chipmaker that could compete with TSMC,” said the SEMI analyst.
See also: Proven Track Record at 32/28nm [Samsung Foundry presentation, July 3, 2012]
A New Foundry Business Model [by Ana Hunter Voices@SamsungSemiconductor, June 26, 2012]
As we hit the half way mark of 2012, it’s been an eventful year so far. Conversations swirl around:
The need for more 28nm capacity
Is 450mm wafer manufacturing really going to happen?
When will FinFET transistors become standard?
Will the foundry/fabless industry continue to thrive?
There’s no doubt we’re at a crossroads at the most advanced process technology nodes. In order to take positive steps forward, significant monetary and collaborative investments and resources are required from both the manufacturing and design sides of the equation.
The foundry/fabless semiconductor industry is not going to collapse or disappear as some have recently predicted. See the recent report from SEMI.org on equipment spending. But, a new approach to doing business is in order to stay competitive with pure IDMs [Integrated Device Manufacturer, like once Gobalfoundries was under AMD]. The foundry industry has taken huge strides on the ecosystem side to ensure that physical IP, libraries and design flows are all in place as a new process node comes online. That tight working relationship needs to be pushed beyond the partner ecosystem to include the customer’s design teams.
There is a lot to be said for mimicking a more IDM-like relationship between a foundry and its fabless customers. For faster product rollout and ramp to high-volume manufacturing at the most advanced process nodes, integrated relationships between the foundry and its strategic customers where quasi-IDM operating procedures are established is key to the health and growth of the foundry industry. Fabless companies and foundries need to collaborate on the factors that allow products to be manufacturable, crossing traditional customer and vendor barriers. This is already happening as leading fabless companies learn from experience that closer integration with foundry design flows and kits, starting very early in the development cycle, enables faster feedback and improvement to both the product design and the manufacturing process.
The industry is at an inflection point and the model is changing. A more simulated IDM environment will allow fabless semiconductor companies to be more competitive at the advanced process nodes. As an IDM foundry, Samsung is keenly aware of the advantages that can be gained by this approach. We strive to deliver these benefits to our foundry customers.
UMC is coming to the “rescue” as well:
Chip industry undergoing structural shift, says UMC CEO [DIGITIMES, July 27, 2012]
The semiconductor industry is in the process of structural change, and United Microelectronics (UMC) has a big growth opportunity in the advanced chip segment, according to Shih-Wei Sun, CEO for the IC foundry.
Sun said that he has observed some form of evolution in the IC sector which will likely lead to gradual changes in market leadership. UMC’s high-end foundry business has entered its next stage of growth, which will help strengthen its foundation for future growth, Sun claimed.
Sales generated from advanced process technologies are set to climb substantially and drive sales growth for the company in the second half of 2012, Sun noted. Growth momentum will continue into next year, when the fifth and sixth phase (P5 and P6) factories of its 12-inch plant in southern Taiwan are ready to come online, according to Sun.
UMC’s planned capex budget for 2012 of US$2 billion remains unchanged, said Sun, adding that the expenditure will be mainly used to expand 28nm manufacturing capacity and develop 20nm and more advanced technologies.
Sun indicated that 28nm process technology will account for about 5% of UMC’s revenues by the end of 2012. Moving forward, the foundry expects to start making small volume chips using 20nm process sometime in the second half of 2013, Sun said.
UMC also set a goal of moving 20nm FinFET process to volume production in the second half of 2014, according to Sun. The company has signed a licensing agreement with IBM to expedite the development of its 20nm CMOS process with FinFET 3D transistors.
UMC has long been ranked the world’s second-largest pure-play foundry, trailing only Taiwan Semiconductor Manufacturing Company (TSMC). However, it now faces tougher competition from Globalfoundries, and has been aggressively ramping up its foundry business. Globalfoundries recently claimed that the firm narrowed its gap with UMC in the foundry rankings in 2011, and moved up to second in the first quarter of 2012.
In other news, UMC has reported better-than-expected results for the second quarter of 2012. The firm estimated third-quarter sales will grow only slightly on quarter, but did not provide its guidance for the fourth quarter of 2012 citing uncertainty in end-market demand.
UMC 2Q12 results beat guidance [DIGITIMES, July 25, 2012]
… UMC CEO Shih-Wei Sun, said in a statement. “For the upcoming quarter, we expect mild revenue growth, with 40nm percentage contribution increasing significantly as volume production begins for several new products.”…. UMC saw 40nm and more advanced processes account for 9% of revenues in the second quarter, compared to 9% in the first quarter and 6% in second-quarter 2011. …
UMC reportedly seeking investment from Qualcomm [DIGITIMES, July 13, 2012]
UMC has approached Qualcomm to participate its upcoming private placement with an aim to establish a strategic partnership with the chip vendor, according to industry sources.
In response, UMC said it has no specific target investors for the fundraiser.
UMC’s board of directors in April approved plans to issue up to 1.292 billion new shares in a private placement, which is aimed at bringing in new strategic partners as well as strengthening its capital structure. The resolution later received the nod from the company’s shareholders.
UMC reportedly to start building 28nm chips for Qualcomm in 4Q12, says report [DIGITIMES, July 2, 2012]
United Microelectronics (UMC) reportedly has secured orders for 28nm Snapdragon S4 chips from Qualcomm with volume production slated for the fourth quarter of 2012, according to a Chinese-language Commercial Timesreport.
UMC’s monthly output for Qualcomm’s 28nm chips is initially estimated at 3,000-5,000 wafers, equivalent to 20-30% of Qualcomm’s total orders placed with Taiwan Semiconductor Manufacturing Company (TSMC)for the fourth quarter, the report indicated.
The report comes on the heels of a Bloomberg report citing Qualcomm CEO Paul Jacobs as saying that the firm would not rule out owning a manufacturing plat or consider “writing big checks” to its contract partners to ensure sufficient supply.
Previous reports cited industry sources saying that the tight supply of chips built using TSMC’s 28nm process technology would likely drive Qualcomm and TSMC’s other major client Nvidia toward other foundries as a second source.
TSMC has reiterated that supply of 28nm chips will come close to meeting demand in the fourth quarter of 2012, and satisfy demand completely by the first quarter of 2013.
UMC Aligns With IBM on 20nm Process with FinFET 3D Transistors [UMC press release, June 29, 2012]
Engagement will expedite the development of UMC’s next generation technologies
Hsinchu, Taiwan, June 29, 2012 – United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), a leading global semiconductor foundry, today announced that it has licensed IBM technology to expedite the development of the foundry’s next generation 20nm CMOS process with FinFET 3D transistors. Under the terms of the agreement, IBM will license its 20nm process design kit and FinFET technology to UMC so the foundry can use these technologies in order to accelerate the availability of these processes for UMC customers.
Dr. IC Chen, vice president of Advanced Technology Development at UMC, said, “We are happy to engage with a recognized technology leader such as IBM for this technology advancement effort. UMC’s position as a world-leading foundry involves timely introduction of leading-edge processes to enable next generation customer chip designs. Leveraging IBM’s technology expertise to shorten our 20nm and FinFET R&D cycle will create a win-win situation for UMC and our customers.”
This agreement between UMC and IBM is only inclusive of IBM’s 20nm CMOS and FinFET. UMC’s internally developed 20nm planar process will be aligned to IBM’s design rules and process/device targets, while UMC’s FinFET will be offered as a low-power technology enhancement option for mobile computing and communication products. Implementation will take place at the company’s Tainan, Taiwan R&D site.
About UMC
UMC (NYSE: UMC, TSE: 2303) is a leading global semiconductor foundry that provides advanced technology and manufacturing services for applications spanning every major sector of the IC industry. UMC’s customer-driven foundry solutions allow chip designers to leverage the strength of the company’s leading-edge processes, which include production proven 65nm, 45/40nm, mixed signal/RFCMOS, and a wide range of specialty technologies. Production is supported through 10 wafer manufacturing facilities that include two advanced 300mm fabs; Fab 12A in Taiwan and Singapore-based Fab 12i are both in volume production for a variety of customer products. The company employs approximately 14,000 people worldwide and has offices in Taiwan, Japan, Singapore, Europe, and the United States. UMC can be found on the web at http://www.umc.com.
Comment on that by X-bit labs [July 3, 2012]
It is necessary to note that UMC does not currently enter the so-called “IBM fab club”, or Common Platform alliance between IBM, Globalfoundries and Samsung Semiconductor that develops common process technologies for all three companies’ semiconductor manufacturing facilities. As a result, UMC will not be able to align its manufacturing processes with CP members.
Nonetheless, licensing technologies from IBM demonstrates inability of UMC to design competitive process technologies fully on its own. Potentially, it means that going forward UMC may either join the Common Platform alliance or to continue licensing fabrication processes from others.
Comment on that by EE Times [June 29, 2012]
Though he declined to disclose the specific cost of the license deal, the spokesman described the terms as “reasonable and insignificant to our financial statements after expense amortization.” The deal will enable UMC to save the considerable costs that would have been involved in developing 20-nm and FinFETs on its own, the spokesman.
…
FinFETs are three-dimensional, fin-based multi-gate transistors. Intel Corp. is currently in production of 22-nm devices featuring FinFETs—known by Intel as tri-gate transistors. Taiwan Semiconductor Manufacturing Co. Ltd., UMC’s biggest rival in the foundry business, is not planning to implement FinFETs until the 14-nm node. Globalfoundries and Samsung are also planning to implement FinFETs at the 14-nm node.
While Qualcomm’s long supplier TSMC is declaring:
TSMC reiterates supply of 28nm chips to come close to demand in 4Q12 [DIGITIMES, June 13, 2012]
Taiwan Semiconductor Manufacturing Company (TSMC) has reiterated its previous remarks that supply of 28nm chips would come close to meeting demand in the fourth quarter of 2012, in response to speculation that companies lining up for the foundry’s 28nm process capacity had dispersed.
At its most-recent investors meeting, TSMC also suggested that demand for the foundry’s 28nm manufacturing capacity would be completely satisfied by the first quarter of 2013.
TSMC chairman and CEO Morris Chang remarked at the company’s annual shareholders meeting yesterday (June 12) that the foundry’s 28nm foundry capacity will remain tight through the third quarter of 2012. Company efforts in production expansion will help supply catch up and come near the total market demand in the last quarter of the year, according to Chang.
Chang admitted that TSMC had failed to make a precise estimate of demand for 28nm chips this yearand therefore, the foundry could not immediately provide the needed additional capacity.
In order to accelerate its pace of 28nm capacity expansion, TSMC has revised upward its 2012 capex to US$8-8.5 billion. The foundry also unveiled plans to ramp up 20nm production ahead of schedule.
TSMC Reports Second Quarter EPS of NT$1.61 [TSMC press release, July 19, 2012]
…
28-nanometer process technology accounted for 7% of total wafer revenues, meeting our internal plan. 40-nanometer accounted for 28% of total wafer revenues, and 65-nanometer was 26%. These advanced technologies accounted for 61% of totalwafer revenues.
“Due to continuing strong demand for our 28-nanometer technology, we expect to double the shipments of 28-nanometer in the third quarter. This increase in 28nm business will account for more than 80% of revenue growth in the third quarter,” said Lora Ho, SVP and Chief Financial Officer of TSMC.
…
TSMC Reports First Quarter EPS of NT$1.29 [TSMC press release, April 26, 2012]
… 28-nanometer process technology accounted for 5% of total wafer revenues, 40-nanometer was 32%, and 65-nanometer accounted for 26%. These advanced technologies accounted for 63% of total wafer revenues. …
TSMC Reports Fourth Quarter EPS of NT$1.22 [TSMC press release, Jan 18, 2012]
… 28-nanometer process technology accounted for 2% of total wafer revenues, 40-nanometer was 27%, and 65-nanometer accounted for 30%. These advanced technologies accounted for 59% of total wafer revenues. …
TSMC Reports Third Quarter EPS of NT$1.17 [TSMC press release, Oct 27, 2011]
… 40-nanometer and 28-nanometer process technologies accounted for 27% of total wafer revenues, and 65-nanometer accounted for 27%. These advanced technologies accounted for 54% of total revenues. …
Taiwan Semiconductor Manufacturing Company Limited, 2012 Annual General Shareholders’ Meeting Minutes [June 12, 2012]
… We became the first foundry to offer volume production of 28-nanometer, with the first-to-market 28-nanometer high-k/metal gate (HKMG) technology portfolio. …
… Based on a record number of customer product tape-outs, TSMC entered volume production of superior 28-nanometer Gate-Last HKMG logic technology. Revenue from the 28-nanometer node contributed 2% of fourth quarter 2011 wafer revenue, and is expected to contribute approximately 10% wafer revenue in 2012. …
TSMC plans to make as small as 7nm processors, 28nm is now in volume production [Charbax YouTube channel, Oct 25, 2011]
More background information: ChipEstimate.com DAC 2012 IP Talks presenter Dan Kochpatcharin [chipestimate YouTube channel, June 26, 2012]
There are 41 IP partners in TSMC IP alliance program and also have 20-25 IP partners directly supported but not part of the IP alliance program.
And here are the number of titles in TSMC IP portfolio also vs. other foundries:
After that the whole discussion is about the IP quality, which is also discussed in the following video: IP Quality — It’s Imperative! – Voices of DAC 2012 [synopsys YouTube channel, June 11, 2012]
In this video TSMC 9000 IP library is mentioned as critical to the TSMC’s foundry operation. See additional information on extension of that as well, the so called Soft-IP alliance program: A Comprehensive Soft IP Qualification System (Atrenta) [TSMC page, Nov 3, 2011]
Abstract:
Knowing the quality, completeness and integration risks associated with soft, or synthesizable semiconductor IP is critical to meeting power, performance, area and schedule targets for complex system on chip (SoC) designs. In many cases, over 80% of the SoC design is composed of reused IP, much of it synthesizable.Atrenta has collaborated with TSMC to create a comprehensive system to automate the process of soft IP qualification. Based on the popular SpyGlass® platform, the system programmatically analyzes soft IP using an IP handoff methodology consisting of TSMC’s Golden Rule Set covering various design aspects (risk analysis, integration readiness, implementation readiness, reusability etc.) for an IP. These Golden Rules can help to detect various types of design issues such as simulation-synthesis mismatches, unsynchronized clock domain crossing paths, electrical/connectivity related issues, testability bottlenecks and timing constraints not fully aligned with the design topology/configuration. This approach also provides in-depth analysis reports on various design parameters such as power consumption and optimization, stuck-at and at-speed fault coverage, clock-reset propagation and timing constraints coverage. The results of all tests are summarized in a concise, portable, easy to read HTML-based Atrenta DashBoard report. Once all errors are addressed, the IP is further profiled through an Atrenta DataSheet report that summarizes many aspects of the IP, including estimated power consumption, IO profile, clock and reset trees, gate count, testability and timing constraints. These reports are then posted on TSMC’s online IP databases for customer review as part of the TSMC 9000 IP library.
In this presentation, we will describe the process used to develop the qualification flow. We will provide details regarding what aspects of the IP are checked and how the information is used to assess IP completeness, readiness and integration risks. We’ll review the process to install, setup and run the software and share some results of its application on production soft IP.
Also: Atrenta and TSMC IP Quality Initiative Gains Broad Industry Acceptance [Atrenta press release, March 5, 2012]
Atrenta Inc., a leading provider of SoC Realization solutions for the semiconductor and electronic systems industries, today announced that 10 intellectual property (IP) providers have qualified their soft IP for inclusion in the TSMC 9000 IP library using the Atrenta IP Handoff Kit.
Those companies, part of TSMC’s Soft-IP Alliance Program, include Arteris, Inc.; CEVA; Chips&Media, Inc.; Digital Media Professionals Inc. (DMP); Imagination Technologies; Intrinsic-ID; MIPS Technologies, Inc.; Sonics, Inc.; Tensilica, Inc.; and Vivante Corporation. The participating companies are able to provide quantitative information to TSMC’s customers regarding the robustness and completeness of their soft or synthesizable semiconductor IP that is part of the TSMC 9000 IP library.
In May 2011, TSMC and Atrenta announced the Soft-IP Alliance Program, which uses Atrenta’s SpyGlass® platform and a targeted subset of its GuideWare reference methodology to implement TSMC’s IP quality assessment program. TSMC requires all soft IP providers to reach a minimum level of completeness, as documented by Atrenta DashBoard and DataSheet reports, before their IP is listed on TSMC online.
Atrenta integrated all the software and methodologies needed to implement TSMC’s IP qualification requirements to form the IP Handoff Kit, which uses the SpyGlass register transfer level (RTL) analysis and optimization product suite. To qualify for inclusion in TSMC Online, soft IP must be verified for language syntax and semantic correctness, simulation-synthesis mismatches, electrical and connectivity rules, power consumption, synchronization of clock domain crossing paths, stuck-at and at-speed test coverage and timing constraints. All results are summarized in Atrenta DashBoard and DataSheet reports that capture the results of these SpyGlass tests in an easy-to-read and track HTML format.
“Given the complexity inherent in today’s system on chip (SoC) designs, TSMC is proactively helping our customers mitigate risk and meet their time-to-market goals,” said Suk Lee, director, Design Infrastructure Marketing Division, TSMC. “The IP qualification flow with Atrenta addresses many of the quality challenges inherent in re-using third-party IP. We are pleased with the number of IP providers that are participating in this program and the measurable improvement in delivered IP quality available for TSMC’s end customers.”
“As designers face the challenge of finding quality third-party IP, this program – a collaboration between TSMC, Atrenta and IP providers – is a powerful example of what teamwork in the supply chain can accomplish,” said Mike Gianfagna, vice president of marketing at Atrenta. “TSMC customers can now make more informed decisions that improve the handoff of IP between members of the semiconductor supply chain. This is one way to drive more effective SoC Realization.”
About Atrenta
Atrenta is a leading provider of SoC Realization solutions for the semiconductor and electronic systems industries. As one of the largest private electronic design automation companies, Atrenta provides a comprehensive SoC Realization solution that delivers higher quality semiconductor IP, predictable design coherence, automated chip assembly and improved implementation readiness. Its SpyGlass® and GenSys™ products and GuideWare reference methodologies open the way for broader deployment of system on chip (SoC) devices in the marketplace, improving time to market, reducing implementation costs and lowering risk. With nearly 200 customers, including 19 of the top 20 semiconductor and consumer electronics companies, Atrenta enables the most complex SoC designs in the world. Atrenta, the SoC Realization Company. http://www.atrenta.com.
Atrenta and TSMC IP Quality Initiative Gains Broad Industry Acceptance
Partner Quotes
Arteris
“Based on our long-standing relationship with TSMC, Arteris is pleased to participate in TSMC’s Soft-IP Alliance Program and TSMC Reference Flows 11 and 12. By validating Arteris’ configurable NoC interconnect IP with the SpyGlass platform, customers can choose our IP and handoff their design to TSMC with even greater confidence.”
K. Charles Janac, President and CEO, Arteris
CEVA
“CEVA is committed to streamlining the SoC design process and supply chain through a robust ecosystem that improves the efficiency of how customers use our DSP-based solutions. The link to the manufacturing process is critical as we move into the realm of 28 nanometer and beyond. We are pleased to be able to work with Atrenta and TSMC to certify our IP using TSMC’s soft IP validation kit. This will result in faster and more reliable manufacturability for our customers.”
Moshe Sheier, Director of Product Marketing, CEVA, Inc.
Chips & Media
“As consumers demand a better experience from their multimedia devices, SoC designs are becoming more complex. By working closely with TSMC and Atrenta, Chips&Media is capable of delivering its leading-edge video processing technologies to customers more efficiently and effectively.”
Steve Kim, CEO, Chips&Media,Inc.
Digital Media Professionals
“In support of our advanced graphics IP technology based on industry-standard OpenGL ES and DMP’s proprietary Maestro extension, we are able to leverage excellent semiconductor process technology from TSMC and comprehensive assessment metrics from Atrenta. With a wide-range of leading-edge technologies and eco-system support, DMP will provide highly optimized and validated graphics IPs for embedded markets.”
Tatsuo Yamamoto, President & CEO, Digital Media Professionals Inc.
Intrinsic-ID
“As SoC devices become more prevalent and customer needs become increasingly more complex, Intrinsic-ID offers a wide-ranging portfolio of IP available in the TSMC 9000 IP library. Working with TSMC and Atrenta, the quality of our IP is demonstrated and customers will be more informed when using it in their designs, reducing the risk in the handoff to other members of the supply chain.”
Pim Tuyls, CEO, Intrinsic-ID
MIPS
“The Atrenta IP Handoff Kit can help assure customers of quality and consistency across the variety of IP available for use at TSMC. As a member of the TSMC Soft IP Alliance Program, MIPS Technologies is committed to working closely with TSMC to speed our customers’ time-to-market. Starting with our superscalar multicore MIPS32® 1074K™ coherent processing system, MIPS is leveraging the IP Handoff Kit to validate that our IP meets and surpasses TSMC’s expectations of quality for soft IP.”
Gideon Intrater, Vice President of Marketing, MIPS Technologies, Inc.
Sonics
“As the number of unique IP cores increase with each process node, the need for a reliable, high-performance on-chip network is critical for successful SoC execution. As a partner in the Atrenta and TSMC IP Quality Initiative, and a TSMC Soft IP Alliance member, Sonics gives customers complete assurance and support from the initial design to TSMC hand-off. Our partnership with Atrenta continues to help semiconductor leaders realize their broad range of SoC designs, and the SpyGlass product suite will continue to play an integral part of Sonics’ RTL flow.”
Frank Ferro, Director of Marketing, Sonics
Tensilica
“Tensilica is pleased to participate in TSMC’s Soft-IP Alliance Program after many years of producing successful tapeouts for mutual customers. By validating our IP against quality metrics established by TSMC and measured using the SpyGlass platform, our customers can choose Xtensa processors and deliver their designs to TSMC with even greater confidence.”
Chris Jones, Director, Product Marketing, Tensilica, Inc.
Vivante
“Vivante is pleased to be part of TSMC’s Soft-IP Alliance Program, offering customers our full line of high performance, power efficient GPU/GPGPU cores. By going through extensive validation of our IP on the SpyGlass platform to ensure reliability and quality, customers can be confident that selecting Vivante products will reduce their risk and expedite time to market of their designs.”
Wei-Jin Dai, President and CEO, Vivante Corporation
And here is a video with Atrenta CTO Bernard Murphy about the current changes:
DAC Retrospective [SperlingMediaGroup YouTube channel, June 13, 2012]
Qualcomm and TSMC Collaborating on 28nm Process Technology [joint TSMC and Qualcomm press release, Jan 8, 2010]
Cutting-edge Semiconductor Technology Enables Mobile Devices to Offer Greater Functionality and Lower Power Consumption
Qualcomm Incorporated (Nasdaq: QCOM), a leading developer and innovator of advanced wireless technologies, products and services, today announced that the Company is working closely with foundry partner Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM) on 28 nanometer (nm) process technology. The advanced process node enables more features to be integrated into smaller chips with a high level of cost efficiency, accelerating the expansion of wireless into new market segments.
Small form factor and low power consumption are important features of Qualcomm’s next generation of system-on-a-chip (SoC) solutions, including the Snapdragon™ chipset platform. The two companies are capitalizing on their long-term relationshipas Qualcomm works on migrating directly from the 45nm to the 28nm node.
“TSMC prides itself on its ability to deliver cutting-edge technology platforms, including the related design ecosystems. Our 28nm platform supports the high-performance, low-power products that deliver next-generation experiences,” said Jason Chen, vice president of Worldwide Sales and Marketing. “We are pleased to be working with Qualcomm, a market leader in wireless technology, on bringing these new experiences to reality.”
“Qualcomm’s close collaboration with TSMC has always been a key part of our ability to deliver significant advantages to our customers through the industry-leading integration, power efficiency and cost efficiency of our products – enabling them to do more with less,” said Jim Clifford, senior vice president and general manager of Qualcomm CDMA Technologies. “Qualcomm’s integrated fabless manufacturing model and migration to smaller geometries will allow us to continue enabling the best mobile user experience possible on handsets, smartphones and smartbook devices.”
Qualcomm and TSMC worked closely on 65nm and 45nm technologies. They are continuing their relationship into low-power, low-leakage 28nm designs for high-volume manufacturing. Delivering up to twice the density of previous manufacturing nodes, 28nm technology allows semiconductors that power mobile devices to do far more with less power. Qualcomm and TSMC are working on both high-k metal gate (HKMG) 28HP and silicon oxynitride (SiON) 28LP technologies. Qualcomm expects to tape out its first commercial 28nm products in mid-2010.
Close collaboration with strategic technology and foundry partners is a key part of Qualcomm’s Integrated Fabless Manufacturing (IFM) business model, which delivers greater efficiencies and accelerated technology advancement to the industry.
Background video on Semiconductor Technology at TSMC, 2011 [AndrewatEML YouTube channel, March 26, 2011]
AH-IPS technology from LG Display and True HD IPS of LG Mobile LTE superphones: Nitro HD (AT&T) and Spectrum (Verizon)
Penetration rate of IPS/FFS panels in mobile PC sector to reach 20% in 2014-2015, says DisplaySearch [Jan 19, 2012]
The penetration rate of IPS (in-plane switching) and FFS (fringe-field switching) panels in the mobile PC (including notebook, netbooks and tablet PCs) segment is expected to climb from 11% in 2011 to 20% in 2014-2015, Display Search has indicated in a Chinese-language press release.
While IPS/FFS LCD panels held a 31% penetration rate in the LCD TV segment in 2011, DisplaySearch estimated that the penetration rate of IPS/FFS panels in the desktop monitor sector, in which IPS/FFS is being used for specific applications such as medical equipment, will soar to 25% in 2015 from 7% in 2011 as LG Display aims to make IPS panels a standard for desktop monitors.
LG Display (LGD) has been the top supplier for IPS/FFS panels, accounting for 80% share of IPS/FFS panels in 9.1-inch sizes and above. Panasonic LCD serves as a major supplier of IPS/FFS panels for TV applications. LGD plans to venture into the development of AH-IPS technology for display devices in the next few years, DisplaySearch noted.
While Samsung Electronics and some Taiwan-based flat panel makers will also roll out IPS panels, China-based BOE Technology has begun shipping 32-inch TV panels using FFS technology, DisplaySearch noted.
LGD is also a major vendor for small- to medium-size IPS panels, taking up a 25% share in the below 9-inch size segment, and other vendors including Hitachi, Sony and Toshiba each also hold a certain market share in the sector. However, when Japan Display will officially be set up in 2012, the company will become the largest supplier for small- to medium-size IPS/FFS panels, said DisplaySearch.
LG Display introduce new AH-IPS technology for Tablet PCs and smartphones at SID-2011 [Oct 26, 2011]
LG Display introduce AH-IPSat the SID-2011 in Los Angeles. AH-IPS is a new advanced high performance In-Plane switching technology.
LG Display’s3.5-inch smartphone panel supports 960×640 pixel resolution at 326 PPI, delivering the most detailed images among smartphones available on the market.
What is AH-IPS?
AH-IPS technology, an advanced form of IPS, has realizes 1.5 to 2 times the resolution of typical LCD panels. This ultra high resolution becomes particularly valuable when the emphasis is on displaying highly detailed images. The technology also improves display’s color accuracy, which in turn leads to reproduce the original color precisely without color distortion. In addition, it provides greater lighttransmission which translates into lower power consumption while delivering exceptional picture quality, making it ideal for use in outdoor settings.
The AH-IPS panels deliver ultra high resolution, notable for their superiority in use for smartbooks, tablet pcs and smartphones. LGDisplay shows off a full line-up of products which deliver ultra high resolution, including 3.5- and 4.5-inch panels for smartphones, 7- and 9.7-inch panels for smartbooks, and 55- and 84- inch panels for TVs at the exhibition. In particular, by highlighting the strengths of AH-IPS, the company plans to solidify its competitive edge in the smart mobile market. The Company is already enjoying dominance in technology, supply capability, and cost competiveness based on its extended experience in mass production.
“Consumers can enjoy crisp and clean pictures in any device like smartphones and smartbooks with LG Display’s proprietary AH-IPS technology,” said President and CEO of LG Display Mr. Young Soo Kwon. “Our goal is to be the world’s No. 1 display maker that consistently delivers groundbreaking technologies like IPS to innovate the display industry.”
Resolution is generally defined by the total number of pixels whereas image crispness is measured by pixels–per-inch (PPI) which refers to pixel density per unit area. The ultra high resolution technology employed by AH-IPS adds a greater number of pixels than the PPI that can be recognized by the human eye at a typical distance. This makes it more difficult for the naked eye to distinguish each individual pixel, thus making the image sharper.
Apple use IPS-LCD technology for the Iphone (Retina) Ipad etc. Now Apple got some new advanced technology from LG-Display. We will see this kind of displays in the next generation Iphone
LG Nitro HD — True HD [LGUSAMobile, Jan 13, 2012]
LG Display’s AH-IPS Panel Receives the World’s First Quality & Performance Mark from Intertek for Color Accuracy [LG Display press release, Aug 24, 2011]
LG Display [NYSE: LPL, KRX: 034220], a leading innovator of thin-film transistor liquid crystal display (TFT-LCD) technology, announced today that its Advanced High Performance In-Plane Switching (AH-IPS) technology received the Quality & Performance Mark from Intertek, a global product testing and certification company, for color accuracy. The 4.5-inch AH-IPS panel designed for mobile devices is the first LCD module in the world to receive the certification given to products that outperform others in the same category after rigorous independent testing.
AH-IPS was also recognized as superior to a comparable AMOLED display in terms of power consumptionin the same tests.
The two products Intertek tested, a 4.5-inch (HD, 720 x 1280, 329ppi) AH-IPS display scheduled for release in the second half of 2011 and a 4.3-inch (WVGA, 480 x 800, 217ppi) AMOLED display adopted in the Samsung Galaxy S2 handset, are regarded in the industry as the leading smartphone displays.
In tests of color accuracy, the color reproduction of LG Display’s 4.5-inch AH-IPS display was shown to be three times more accurate, receiving a color accuracy*rating of 0.012 compared with 0.037 for the 4.3-inch AMOLED display. The less accurate color gamut that AMOLED recorded can be proven to result in color distortion, based on a 2008 report by the Advanced PDP Development Center Corporation which showed that when color accuracy exceeds 0.015, colors are perceived differently by the human eye.
In terms of power consumption, the 4.5-inch AH-IPS with a brightness of 600 nits was found by Intertek to consume a constant level of power at 624mW on all color expressions compared to as much as 1,130mW for the 4.3-inch AMOLEDwhen displaying full-white colors. The result demonstrates that, despite its larger and brighter display, AH-IPS can be regarded as a more energy-efficient and environment-friendly display than AMOLED.
Considering current smartphone trends where users are increasingly browsing the Internet and accessing social networking services which heavily utilize white backgrounds, power consumption is expected to grow in importance for consumers, particularly as next-generation 4G smartphones are said to consume 1.5~2 times more power than current smartphones.
“The certification from Intertek proves that AH-IPS is more suitable for mobile displays than AMOLED,” said Sang Yeoup Rhee, Vice President of AH-IPS Marketing in LG Display. “With credible global testing demonstrating the superiority AH-IPS, LG Display plans aggressively to promote and to highlight the superior performance of AH-IPS to consumers.”
Intertek tested color accuracy through a spectrophotometer that measured color temperature against standardized display color, and power consumption under 14 different color patterns using a standardized international test for power consumption under the same conditions.
*Color accuracy is measured numerically by △u’v’. A lower value indicates a smaller gap between the original color and reproduced color
About LG Display
LG Display Co., Ltd. [NYSE: LPL, KRX: 034220] is a leading manufacturer and supplier of thin-film transistor liquid crystal display (TFT-LCD) panels, OLEDs and flexible displays. The company provides TFT-LCD panels in a wide range of sizes and specifications for use in TVs, monitors, notebook PCs, mobile products and other various applications. LG Display currently operates eight fabrication facilities and six back-end assembly facilities in Korea, China and Poland. The company has a total of 50,000 employees operating worldwide. Please visit http://www.lgdisplay.com for more information.
Amazing True HD IPS Display [LGUSAMobile, Dec 21, 2011]
LG Nitro HD Launch Event In True HD [Dec 5, 2011]
LG NITRO HD DELIVERS FIRST TRUE HIGH-DEFINITION EXPERIENCE FOR AT&T CUSTOMERS [LG press release, Nov 28, 2011]
Exclusive to AT&T Customers, Android-Powered LG Nitro™ HDProvides High-Definition Display, Lightning-Fast Processing Speeds and AT&T 4G LTE Capabilities
Key Facts
• LG Nitro™ HD, the first smartphone in the AT&T* portfolio with a true high definition screen becomes the third 4G LTE smartphone for AT&T customers.
• Available in AT&T stores and online Dec. 4 for $249.99 with a two-year commitment.
[No Commitment Pricing $550]• Dual-core 1.5 GHz processor and access to AT&T’s 4G LTE makes Nitro HD the ultimate high-performance superphone.
• AT&T 4G LTE recently expanded to 15 markets. AT&T plans to reach 70 million Americans with 4G LTE by year-end 2011.
LG Nitro HD
The LG Nitro™ HD, featuring a 4.5-inch True HD AH-IPS display, will be available exclusively to AT&T customers beginning Dec. 4 in company owned stores and online. Setting a new standard for a mobile device, LG Nitro HD comes equipped with a stunning true high-definition touchscreen display, a dual-core 1.5 GHz processor and access to AT&T’s 4G LTE where available, making it the ultimate high-performance superphone. Not only is LG Nitro HD powerful and incredibly fast, it also features multitasking abilities and offers the latest evolution in mobile device display technology for higher image resolutions and text readability.
Taking advantage of LG’s new proprietary True HD technology, LG Nitro HD’s 4.5-inch AH-IPS (Advanced High-Performance In-Plane Switching) display supports resolutions up to 1280 X 720 pixels and offers unrivaled color accuracy, brightness, battery efficiency and performance. LG Nitro HD’s 500 nit display luminance allows for clear viewing in direct sunlight and RGB stripe pixels deliver incredibly accurate true-to-life color rendering.
LG Nitro HD offers incredibly quick speed, power and efficiency in a slim design (5.27” X 2.67” X 0.41”) making it easy to view, create and share in HD. LG Nitro HD multitasks seamlessly and with AT&T 4G LTE and HSPA+ where available, it easily browses even the most content-heavy websites and runs HD games with ease, including HD gaming from the Gameloft HD game store and Zynga Poker HD.
An 8-megapixel HD camera and 20 GB of total memory (4 GB on-board plus 16 GB via In-box microSD) allows users to capture and view crystal-clear True HD images and video. Wi-Fi Direct™ technology and DLNA® features offer wireless HD content streaming options, making it easier and faster than ever to share HD content with the people and networks that matter the most.
AT&T is the only U.S. carrier providing 4G using both HSPA+ and LTE technologies. HSPA+, when combined with enhanced backhaul, provides customers with compatible devices 4G speeds, meaning customers get a faster and more consistent 4G experience, even when outside of an AT&T 4G LTE area.
Pricing and Availability
Be one of the first to experience the phenomenon of LG Nitro HD on Dec. 4, available exclusively in AT&T company owned stores and online for just $249.99 after a two-year contract.
Quotes
“With the LG Nitro HD as one of our last smartphones to arrive in 2011, we’re closing out the year with a bang,” said Jeff Bradley, senior vice president, Devices, AT&T Mobility and Consumer Markets. “We’ve seen others get close to a true HD experience on Android superphones this year, but Nitro HD is the one that does it right.”
“LG continues to push the boundaries of what is possible on mobile devices today,” said Tim O’Brien, vice president of marketing for LG Mobile. “LG Nitro HD will be the first smartphone available for AT&T to feature True HD AH-IPS capabilities, and the advantages of a crystal clear display are immediately evident after seeing the device first hand. In addition to sporting the clearest and crispest display on the market, LG Nitro HD will be one of the fastest and most powerful smartphones available.”
*AT&T products and services are provided or offered by subsidiaries and affiliates of AT&T Inc. under the AT&T brand and not by AT&T Inc.
Limited 4G LTE availability in select markets. 4G speeds delivered by LTE or HSPA+ with enhanced backhaul, where available. Deployment ongoing. Compatible device and data plan required. LTE is a trademark of ETSI. Learn more at att.com/network.
Limited-time offer]. LG Nitro HD with new 2-yr wireless agrmt of $39.99 or higher and min $15/mo data plan is $249.99. Wireless Service: Subject to Wireless Customer Agrmt. Coverage and svcs not avail everywhere. Credit approval req’d. Activ. Fee up to $36/line. Geographic, usage, and other terms, conditions and restrictions apply, and may result in svc termination. See store or visit att.com for complete details and coverage maps. Data: Min $15/mo, 200MB, data plan required. If you exceed your initial 200MB allowance, you will automatically be charged an average of $15 for each additional 200MB provided. All data allowances and overages must be used in the billing period provided or they will be forfeited – details att.com/dataplans. Regulatory Cost Recovery Charge up to $1.25/mo. is chrg’d to help comply with gov’t obligations and chrgs; it is not a tax or gov’t req’d chrg. Early Termination Fee (ETF): After 30 days, ETF up to $325 based on device (details att.com/equipmentETF). Restocking fee up to $35. Taxes and other charges apply.
VERIZON WIRELESS AND LG MOBILE CONTINUE LEGACY OF INNOVATION BY OFFERING A TRUE HD MOBILE EXPERIENCE WITH SPECTRUM™ BY LG [LG press release, Jan 9, 2012]
Latest LG Smartphone Boasts True HD IPS Display, Verizon Wireless 4G LTE, Dual-Core Processor and ESPN ScoreCenter App with Exclusive HD Feed
LAS VEGAS – From the 2012 International Consumer Electronics Show (CES), Verizon Wireless and LG Mobile today announced Spectrum™ by LG smartphone, exclusively for Verizon Wireless. Spectrum is the first smartphone for Verizon Wireless to feature a 4.5-inch True HD In-Plane Switching (IPS) display, the same display technology used in premium LG HD televisions. Intensifying its HD capabilities, Spectrum by LG will give customers exclusive HD access to the ESPN™ ScoreCenter application. Spectrum will be in the Verizon booth (Las Vegas Convention Center, South Hall, Booth #30259) and LG booth (Las Vegas Convention Center, Central Hall, Booth #8204).
ESPN’s ScoreCenter app is supported by an exclusive HD video feed, giving customers the exclusive access to ScoreCenter stats, images and videos in 720p HD. Scoreboards and live game details include in-game stats, news and video. Personalization features allow fans to customize their ScoreCenter experience by highlighting their favorite teams and leagues from around the world, all in crystal clear high-definition.
Showcasing LG’s True HD technology, Spectrum by LG supports 1280 x 720 resolution and offers one of the brightest and sharpest displays available on a mobile device. Spectrum’s 500-nit display luminance and Real-Stripe RGB pixels offer users clear viewing in direct sunlight and accurate true-to-life color rendering.
Spectrum also features a Qualcomm® 1.5 GHz dual-core processor combined with 4G LTE connectivity for robust power, multitasking and download speeds. Verizon Wireless leads the way in 4G with the fastest and most reliable 4G network in the United States, covering more than 200 million people in 190 markets.
Key features:
• 4.5-inch True HD IPS display provides natural colors and brilliant, undistorted HD images in 16:9 aspect ratio. Pictures and texts are incredibly sharp with 329 pixels per inch (PPI) screen density.
• Protected by Corning® Gorilla® Glass, the True HD IPS display uses Real Stripe subpixel arrangement so images never get blurred.
• Android™ 2.3 Gingerbread (Android 4.0 Ice Cream Sandwich upgrade available the first half of 2012); support for Google™ Mobile Services including Gmail™, YouTube™, Google Talk™, Google Search™, Google Maps™ and access to more than 300,000 apps available to download from Android Market™.
• Preloaded Netflix app allows Netflix subscribers to stream the latest movies in high-definition quality.
• Qualcomm 1.5 GHz dual-core processor makes multitasking seamless. Customers can surf the Web, check email and update social networks effortlessly.
• ESPN’s ScoreCenter app offers the most comprehensive sports coverage available on an Android device whether you follow the NFL or Premier League, ICC Champions League or MLB™, NASCAR or Formula One™. Customers can follow teams from more than 500 leagues around the world with an exclusive 720p high-definition feed for Spectrum by LG while connected to the Verizon Wireless 4G LTE network or Wi-Fi.
• Spectrum supports Dolby® Digital Plus, which allows users to maximize their HD multimedia experience. Dolby Digital Plus can stream up to 7.1 channels of surround sound through home entertainment systems.
Additional features:
• 8-megapixel rear-facing autofocus camera with LED flash to snap beautiful pictures and 1080p video capture
• Front-facing 1.3-megapixel camera for video chat
• SmartMovie HD app—create and edit HD videos right on the Spectrum by LG
• Mobile Hotspot capability—share 4G LTE connection with up to 10 Wi-Fi-enabled devices
• Bluetooth® Version 3.0
• 16 GB microSD™ card pre-installed with support for up to 32 GB microSD card
• SmartShare—share media wirelessly to DLNA®-enabled devices
• HDMI mirroring capable via MHL
Pricing and availability:
• Spectrum by LG will be available on Jan. 19 in Verizon Wireless Communications Stores and online at http://www.verizonwireless.com for $199.99with a new two-year customer agreement.
• Customers who purchase a Spectrum by LG will need to subscribe to a Verizon Wireless Nationwide Talk plan beginning at $39.99 monthly access and a smartphone data package starting at $30 monthly access for 2 GB of data.
Customers Can Score the Game Winner
LG and ESPN are teaming up to give fans the chance to score an unbelievable sports weekend, including two tickets to ESPN The Magazine’s NEXT Event and a trip to the big game in Indianapolis on Sunday, Feb. 5. Customers can visit http://www.SpectrumbyLg.com or http://www.verizonwireless.com/spectrum for official rules, details and a once-in-a-lifetime opportunity to be a part of sports history.
For more information and product images, please visit LG’s online press kit at http://www.LGnewsroom.com/ces2012.
True HD is now mobile [LG data sheet, Jan 9, 2012]
Spectrum by LG sharpens the vision of what’s truly superior in mobile technology. Beneath its exceptionally large 4.5″ True HD IPS display is a mighty combination of power and speed.
A Qualcomm® 1.5 GHz dual-core processor compliments Verizon 4G LTE connectivity, generating an astoundingly fast overall experience. You’ve never seen this before—expect to be blown away.
Perfecting the Pixel – The True HD IPS display utilizes Real Stripe subpixel arrangement, which is denser and 1.4 times sharper than PenTile™ subpixel arrangement on typical Super AMOLED display
Take It All In
The 1280 x 720 pixel resolution provides additional screen space for more visible page content when compared to a typical smartphone screen.
Down to the Details
The 4.5″ True HD IPS display provides brilliant, undistorted HD images at a 16:9 aspect ratio. With 329 pixels per inch screen density, pictures and texts are sharp even at the smallest details.
Record videos at 1080p and snap beautiful pictures with the 8 MP camera/camcorder.
Super Powered Multitasking – By utilizing the dual-core processor plus the 4G LTE connectivity, multitasking is seamless on Spectrum. It zooms its way through web surfing, emails, and social networks effortlessly
GOOGLE™ INTEGRATION
• Android™ 2.3 Platform (Gingerbread)
• Android Market
• Google Maps™ Navigation
• Preloaded Apps: Alarm/Clock, Browser, Calculator, Camera, Contacts, Email, Gallery, Gmail,™ Google Search, Latitude,™ Maps, Market, Messaging, Music, Phone, Places,™ Polaris Office, Richnote, Smart Movie HD, Video Player, Voice Dialer, Voice Recorder, Voice Search, Voicemail, YouTube™
CONNECTIVITY
• Verizon 4G LTE Network1
• 4G Mobile Hotspot – share a data connection with up to 10 other devices (or 5 devices on a 3G network2)†
• Bluetooth® Version: 3.0
• Save Up to 100 Bluetooth Pairings3
• Supported Bluetooth Profiles: headset, hands-free, serial port, advanced audio distribution (stereo), messaging access profile, audio/video remote control, object push, file transfer, phone book access, audio/visual distribution, audio/visual control transport protocol
• Wi-Fi® Connectivity: 802.11b/g/n
• Wi-Fi Direct™ – connect directly to another Wi-Fi Direct device without having to join a wireless network
• S-GPS Support for Location Accuracy
1Verizon’s 4G LTE Network not available everywhere.
2Depends on device memory and network availability.
3Depends on available memory
†Verizon Wireless service required. Features based on carrier program availability.
ENTERTAINMENT
• True HD IPS Solution – 16:9 aspect ratio, 1280 x 720 pixel resolution at 329 ppi provides more visible page content and sharper details
• 1080p HD recording1
• Smart Movie HD – make and edit HD videos
• SmartShare – share media wirelessly to DLNA®-enabled devices
• HDMI® mirroring via MHL2
• Video Player with Touch Lock, Dolby® Sound Effect, Next/Previous Button, More Menu Options and Resume Play Function; supports DivX,® WMV, MP4, 3GP, and 3G2 Formats
• Music Player for MP3, AAC, AAC+, M4A, WMA, AMR, MIDI, Ogg Vorbis, and WAV Formats
• Convenient Music Controls – access music playing controls from the Notifications panel
• Preloaded Verizon Apps: Backup Assistant, Guided Tours, My Verizon Mobile, V CASTSM Media Manager, V CAST Tones, Verizon Video, VZ Navigator®
• TuneWiki – discover new music via recommendations from friends and fellow users; play music, radio, and video with synchronized lyrics
• Accelerometer – switch portrait/landscape view; control games by turning/tilting phone3
• USB Mass Storage4
1Content must be shared on larger HD display for 1080p playback.
2MHL Adapter required (sold separately).
3Only available on certain interactions with the touch screen.
4USB cable and microSD™ card required (both included).
CAMERA/VIDEO
• 8 Megapixel Rear-Facing Autofocus Camera and Camcorder with LED Flash
• 1.3 Megapixel Front-Facing Camera for Self-Portraits and Video Chat
• Rear-Facing Camera Resolutions: 3264 x 2448 (default), 3264 x 1836, 2560 x 1920, 2048 x 1536, 2304 x 1296, 1280 x 960, 1536 x 864 pixels
• Front-Facing Camera Resolutions: 1280 x 960 (default), 1280 x 720, 640 x 480 pixels
• Image Editor – zoom, crop, and rotate
• Face Tracking – automatically finds and focuses on faces
• Tag Location – add geographic data to images
• Customizable Brightness,1 Scene Mode, ISO, White Balance,1 Color Effect,1Timer, and Shot Mode
• Camera and Video Zoom: up to 4x
• Full HD Video Recording – record video in 1080p HD for sharing or playing on a larger display2
• Video Resolutions: 1920 x 1088 (default),31280 x 720, 720 x 480, 640 x 480, 320 x 240, 176 x 144 pixels
• Audio Recording – record video with or without sound (mute)
1Available in both camera and video modes.
2Content must be shared on larger HD display for 1080p playback.
3Depends on available memory.
CONVENIENCE
• Simultaneous Voice and 4G Data – browse the web or send email while on a voice call
• Connect to Social Networks
• Enhanced HTML Web Browser
• Text, Picture, Video, Group (send a message to a group of contacts who can see and reply to the group), and Location Messaging†
• Mobile Instant Messaging
• Email – mobile personal & corporate email
• One-Touch Speakerphone1
• Speaker-Independent Voice Commands
• Text-to-Speech
• MP3 Music Ringer Support (song clips)†
• 31 Unique Ringtones + Vibrate & Silent Modes
• TTY/TDD Support
• Contacts – unlimited fields2 for numbers, email addresses, a group, physical addresses, organization names, IM screen names, web addresses, events, notes, nickname, and picture ID3
• Speed Dial – 98 entries + 1 voicemail default
• Proximity Sensor – locks touch screen and buttons while talking on phone
• Touch Vibration for Tactile Feedback4
• Languages: English, Spanish, Chinese, Korean, French, German, or Italian
• FOTA – upgrade firmware over the air†
1Only available during a call.
2Depends on available memory.
3Depends on photos stored in your gallery.
4Only available on certain interactions with the touch screen
SPECIFICATIONS
• Technology: CDMA 1x, EVDO Rev. A, LTE
• Frequencies: 1.9 GHz CDMA PCS, 800 MHz CDMA DCN, 700 MHz LTE
• Data Transmission: LTE, EVDO Rev. A, 1xRTT
• Processor: 1.5 GHz Dual-Core Qualcomm Snapdragon™ S3
• Weight: 4.99 oz.
• Display: 4.5″ True HD AH-IPS, 16:9 display ratio, 1280 x 720 pixel resolution at 329 ppi, 16.7M Color, LCD Capacitive Touch Screen
• USB: 2.0 High Speed
• Standard Battery: 1830 mAh
• Usage Time: up to 498 minutes1
• Standby Time: up to 348 hours1
• Micro USB Charging Port2
• Memory: 4 GB onboard + 16 GB pre-installed microSD card (slot is expandable up to 32 GB)3; 1 GB RAM
1Certain features may use more power and cause actual time to vary.
2USB Cable included.
31.81 GB for apps; 16 GB microSD card included. Additional memory cards sold separately
ACCESSORIES
• Standard Battery*
• Travel Adapter and USB Cable*
• 16 GB microSD Memory Card*
• Extended Battery (3,040 mAh)
• Wireless Charging Pad (WCP-700)
• Wireless Charging Battery Door
• Media Charging Dock
• Vehicle Mount
• Vehicle Power Charger
• Bluetooth Headsets (HBM-235, HBM-570, HBM-905)
• Bluetooth Headset with Charging Cradle (HBM-585)
• Bluetooth Headset with Speakerphone and Solar Charging Cradle (HBM-810)
• LG TONE™ (Bluetooth Stereo Headset HBS-700)
*Included with phone
Qualcomm mirasol display technology delivered
Follow-up: Qualcomm added a superior to its mirasol, but also MEMS display technology for its upcoming US$1B fab [Jan 26, 2012]
Updates as of July’12: 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.
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 as of July’12
Updates:
– Hanvon Reveals New E-reader Design for China Market Featuring Qualcomm’s mirasol Display Technology [Qualcomm press release, Jan 10, 2012]
World’s Thinnest and Lightest Color E-reader Unveiled at CES Opening Keynote
Qualcomm MEMS Technologies Inc., a wholly owned subsidiary of Qualcomm Incorporated (NASDAQ: QCOM), and Hanwang Technology Co., Ltd. (Hanvon), a leading provider of e-reader devices in China, today announced at the International Consumer Electronics Show the Hanvon C18, the thinnest and lightest e-reader to incorporate mirasol® display technology to date. The Hanvon-branded device, revealed by Qualcomm Chairman and CEO Dr. Paul Jacobs during his opening day CES keynote, delivers a premium reading experience, a touch display, vibrant color even in bright sunlight and weeks of reading under typical usage. *
Hanvon C18 Color E-reader featuring Qualcomm’s mirasol display. World’s thinnest and lightest color e-reader to be available in China market in early 2012
“Hanvon has chosen mirasol displays as the enabling technology that will best place the full color potential of their vast content library into the hands of their customers,” said Clarence Chui, senior vice president and general manager of Qualcomm MEMS Technologies, Inc. “This Hanvon e-reader validates customers’ evolving expectation of color as part of their e-reading experience and mirasol displays deliver an unparalleled experience.”
The Hanvon C18 e-reader includes access to tens of thousands of e-books, more than 100 Chinese newspapers and more than 300 magazines, 90 percent of which offer full-color digital editions. Hanvon’s continuing collaboration with more than 300 publishers ensures a deep and diverse stream of digital content for consumers. Additionally, the device features Hanvon’s patented handwriting recognition technology – Hanvon Input – to further enhance the user experience.
“Thinner and lighter than any color e-reader, the Hanvon C18 e-reader is a revolutionary product that Hanvon and Qualcomm are bringing to consumers,” said Mr. Liu Yingjian, president of Hanwang Technology Co., Ltd. “With the exceptional mirasol display technology, it will break new ground in the e-reader industry.”
The Hanvon C18 e-reader features a 5.7” XGA format (1024 x 768 pixels) mirasol display (screen resolution of 223 ppi) and Qualcomm’s 1.0 GHz Snapdragon™ S2 class processor. Hanvon’s custom application interface sits atop an Android 2.3 base.
* Battery life varies depending on usage and ambient light. Battery life based upon 30 minutes of daily reading time with Wi-Fi off and integrated reading light set to 22 percent utilization
– Kyobo 5.7″ eReader with Mirasol Display Walk Through by Qualcomm [Dec 14, 2011]
– Unsolved Mysteries of the Kyobo eReader (Not Really) [mirasol Displays blog, Dr. Clarence Chui, Senior Vice President of Qualcomm MEMS Technologies, Inc., Dec 20, 2011]
A few weeks ago, we proudly announced the world’s first color e-reader to feature mirasol® display technology – the KYOBO eReader. We believe this announcement is the first step in changing consumer’s expectations about what an e-reader is; delivering color and interactive content, while maintaining the outdoor visibility and weeks of battery life to which they’ve become accustomed.
Since the announcement, there has been some dialogue online and I’ve had a few questions about the device, the display and its capabilities. Let me take a moment to answer some of these questions.
Battery Life:
The Kyobo eReader delivers up to three weeks of battery life, preserving an important attribute that identifies the e-reader category. Kyobo built this device to function as an e-reader and accordingly, applied the industry standard e-reader usage model (of course, those other e-readers feature black and white displays) of 30 min of use each day, WiFi Off, standby power the rest of the time – and in our case, 25% front light brightness – we’ll get to that next. These are Kyobo’s reported numbers.
Reading Light:
Our mirasol® displays work by reflecting ambient light (see how it works), and for darker environments, an integrated reading light is used (we’ve blogged on this before), and in the case of the Kyobo eReader, is controlled by an ambient light sensor. Above, we discuss how there is an assumed 25% brightness in all usage. Try not to think about this as an LCD, where “brightness” equates to the amount of light coming out of the display. Instead, this is the additional light the reading light adds to supplement the existing reflected light. My point is that the display offers visibility in both bright and dark conditions while preserving the battery life consumers expect of an e-reader.
Commercialization, Product Availability and the Korean Market:
First, as to when the product is available, it’s available now and has been on sale in Kyobo’s flagship store in Seoul since it was announced. We have made good on our promise to commercialize mirasol displays in 2011.
I want to also take a moment to talk about why Kyobo is our first customer out the door. Kyobo’s product development focused on finding a tool to enable digital education and meet the Korean consumer’s expectations for an e-reader, something black and white e-readers have not done in Kyobo’s past experience. This focus and execution on mirasol display’s precise value proposition is why Kyobo is right customer and Korea the right market to enter first. Additionally, it’s worth noting that while our current fabrication facility is capable of supporting customers of modest volume requirements, we expect higher volume customers to come into focus once our next, higher volume facility comes online later in 2012. So in the short term, we will keep focused on mostly international markets.
More information: http://www.facebook.com/mirasoldisplays?sk=wall
End of updates
Kyobo Book Center Ereader [Nov 22, 2011]
KYOBO eReader – mirasol [Nov 22, 2011]
Kyobo, Korea’s Largest Bookseller, and Qualcomm Introduce Kyobo-Branded Color E-reader Featuring Qualcomm’s mirasol Display Technology [press release, Nov 21, 2011]
SEOUL, South Korea and SAN DIEGO
Qualcomm MEMS Technologies, Inc. (QMT) a wholly owned subsidiary of Qualcomm Incorporated (NASDAQ: QCOM), and Kyobo Book Centre, Korea’s largest seller of books, today announced the retail availability of the world’s first e-reader to include mirasol® display technology. Kyobo and Qualcomm have collaborated to deliver an unmatched reading experience by providing a large and diverse content portfolio spanning books, magazines and video on a touch display that features vibrant color in bright sunlight. The device allow for weeks of reading under typical usage.*
“Kyobo is a recognized content leader focused on bringing unique and innovative experiences to its customers,” said Clarence Chui, senior vice president and general manager of Qualcomm MEMS Technologies, Inc. “Kyobo’s customers will be the first to enjoy the exceptional color e-reader experience and long battery life that only mirasol displays can provide.”
The Kyobo e-Reader includes access to Kyobo’s 90,000 ebook library, notably including early rights from Korean publisher Minumsa for the much-anticipated Steve Jobs’ exclusive biography, a full one-month before any other Korean digital outlet. Additionally, the device features: video lecture content exclusive to EBS, a leading Korea-based provider of educational material; content sharing through Korean social networking services; English language text-to-speech capabilities; and searchable content through the popular Diotek dictionary application.
“The Kyobo e-Reader brings the user a true book reading experience,” said Mr. Seong-Ryong Kim, chief executive officer of Kyobo Book Centre. “With our diverse content and leading edge technology from Qualcomm, Kyobo Book Centre will provide a premium reading experience to our customers.”
The Kyobo e-Reader features a 5.7” XGA format (1024 x 768 pixels) mirasol display (screen resolution of 223 ppi) and Qualcomm’s 1.0 GHz Snapdragon™ S2 class processor. Kyobo’s custom application interface sits atop an Android 2.3 base.
Kyobo’s e-Reader is now available for purchase at the full retail price of KRW349,000 (US$310). Kyobo Platinum Book Club members can purchase the e-reader at a discounted price of KRW 299,000 (US$265). Kyobo’s e-readers are available at bookstore locations across South Korea, including Kyobo’s flagship Gwanghwamun-jum location in Seoul.
* Battery life varies depending on usage and ambient light. Battery life based upon 30 minutes of daily reading time with Wi-Fi off and front light set to 25 percent utilization [?setting the backlight to 25 percent brightness?].
About Kyobo Book Centre
Kyobo Book Centre has contributed to preserving Korean culture and improving knowledge and education in Korea through its distribution of high quality books and services throughout all of Kyobo Book Centres. Beginning with the Gwanghwa-Moon branch in 1980, Kyobo Book Centre has been Korea’s leading bookstore and an icon of knowledge and education throughout the country with multiple branches and an online presence. Kyobo Book Centre aims to conserve culture, expand knowledge and create a better world for all of humanity.
About Qualcomm MEMS Technologies, Inc.
Qualcomm MEMS Technologies, Inc. has drawn on the same color-producing process that makes a butterfly’s wings shimmer to develop the revolutionary mirasol display technology. The mirasol display is the industry’s first to use interferometric modulation (IMOD); a micro-electro-mechanical systems-based technology capable of creating color from ambient reflected light. Qualcomm’s mirasol displays are bi-stable, energy efficient, offer refresh rates to support interactive content and are highly reflective, allowing for superb viewing quality in a wide range of environmental conditions, including bright sunlight. With applications in a variety of mobile devices, mirasol displays support Qualcomm’s overall strategy of mobile innovation by enabling a compelling viewing experience with significantly less power. For more information, visit the mirasol displays website, our Blog or follow us on Facebook and Twitter.
Qualcomm Incorporated (NASDAQ: QCOM) is the world leader in 3G and next-generation mobile technologies. For more than 25 years, Qualcomm ideas and inventions have driven the evolution of digital communications, linking people everywhere more closely to information, entertainment and each other. For more information, visit Qualcomm’s website, OnQ blog, Twitter and Facebook pages.
mirasol story (MEMS for the IMOD element), innovation story (biomimicry) and the mirasol subsidiary story on the mirasol displays website
Interferometric modulator display – Wikipedia, the free encyclopedia
Chipmaker partners Kyobo in e-book reader, talks with Samsung, SKT [The Korea Times, Nov 22, 2011]
Qualcomm is eager to spread its business tentacles in Korea. Its involvement in developing an e-book reader tailored for Korean customers is just a dot in the bigger picture pursued by the San Diego-based chip giant, according to its CEO.
Paul Jacobs, the charismatic Qualcomm chairman, was in Seoul Tuesday to unveil a new digital reader it developed with Kyobo Book Center, the country’s largest book retailer.
The device is the first in the world to include Qualcomm’s Mirasol technology, which is designed to feature vibrant colors in sunlight, thus eliminating a key flaw that has plagued conventional e-book readers.
Jacobs, who also gave the green light to a plan last year to establish a Korea-based research and development center, said the company continues to seek business opportunities with partners here, although declined to comment specifically on the details or cost of projects currently in the pipeline.
Meeting with Korea Communications Commission (KCC) Chairman Choi See-joong earlier in the day, Jacobs expressed intentions to hire more Korean research personnel for developing telecommunications technologies.
He also met with executives from local technology giants Samsung Electronics and LG Electronics and mobile phone operators SK Telecom and KT to discuss mutual business interests.
Jacobs’ visit to Korea comes amid speculation that Samsung, currently the world’s top seller of smartphones, is considering using non-Qualcomm chips in its upcoming smartphones and touch screen tablets to diversify its parts sources.
“Jacobs clearly wants to reaffirm Samsung’s support of its chips and may offer better pricing for handset vendors, which also overlaps with the business interest of wireless carriers,’’ said a Samsung executive, who asked not to be named.
Qualcomm’s technologies and chips remain vital for devices that run on third generation (3G) and fourth generation (4G) networks.
Samsung and LG are shifting their focus from 3G-based devices to products that run on 4G Long Term Evolution (LTE) networks, which enable faster data movement.
“Jacobs checked out the development phases of tablets and smartphones that use its Snapdragon mobile processors and asked the Koreans for further cooperation,’’ said an SK Telecom official.
Aside of the Mirasol display, Kyobo’s new book reader packs the most advanced technologies Qualcomm currently offer, including its 1-gigahertz Snapdragon processor.
Qualcomm could only hope that its new e-book reader would yield better results than its first Samsung-made entry in the Korean market, which tanked.
“This time will be different because Kyobo will fully manage manufacturing, sales and after-sales (AS) policies,’’ said a spokeswoman from Kyobo.
Qualcomm has been eager to find its next cash-generating sources. Under the basis, it’s been investing heavily for panels. The San Diego-based firm invested more than $1 billion in its latest plant to produce the Mirasol screens.
Jacobs said he is set for operating losses from its Mirasol business because Qualcomm is targeting to put Mirasol on a wider range of electronics in the future, tapping e-readers as it first commercial target.
Qualcomm begins global e-book launch in Korea [The Korea Herald, Nov 22, 2011]
Qualcomm Inc., the world’s largest mobile chip maker, and Korea’s biggest book store Kyobo announced the global launch of an e-book reader based on the Mirasol display technology in Seoul on Tuesday.
Qualcomm said it was the beginning of its global launch of e-book readersas it soon plans to dive into other overseas markets.
“This is the global launch starting with Korea,” Clarence Chui, senior vice president and general manager of Qualcomm MEMS Technologies, told The Korea Herald. “We will be rolling it out in other regions for other customers.”
Chui said he could not comment on the company’s next plan, however, he elaborated that the joint effort conducted with Kyobo was “very aligned with what we’re trying to do.”
The device, dubbed “Kyobo eReader,” will be equipped with a 5.7-inch Mirasol display and Qualcomm’s Snapdragon processor and will cost 349,000 won ($310). Released for the first time on Tuesday, about 93,000 different e-books, including the biography of Steve Jobs written by Walter Isaacson, are currently available for download. It will be sold at online and offline Kyobo stores, and the number of books available will be increased to 100,000 by year end, said a Kyobo official.
“I think everyone knows Korea has a very special place in the history of the company, so we’re here to launch a new product, a new technology and in conjunction with Kyobo, a new vision on how children will be educated and interact with books,” said Qualcomm’s chairman and chief executive Paul Jacobs.
“The device is the first one that has low power, sunlight visibility and also provides color and video ratecapability.”
The new Mirasol display technology, pointed out Jacobs, has enabled Qualcomm to garner a bigger share in the electronics display market. The gadget can go for weeks without additional battery charging and is also capable of video rate response times, according to Qualcomm officials.
“Mirasol is a very flexible technology. We chose to focus on this size because we think it’s a very good match with Kyobo’s vision,” Chui said during a press conference in Seoul.
He also said that the firm will unveil gadgets with different display sizes together with Kyobo and other partnersif it is necessary.
Qualcomm, a company that earns most of its sales revenue from mobile phone processors and radio chips, is moving to expand into displays with its Mirasol technology which it claims extends battery life in handheld devices. The San Diego-based firm is reportedly investing over $1 billion in a new plant to produce the display screens.
The company does have plans to expand the Mirasol display into a wider pool of gadgets, but it has said it works best with e-readers at the moment.
According to the Korea Creative Content Agency, the global e-book industry is projected to grow an average of 27.2 percent by 2014, while the paper book market’s growth rate was expected to average at 1 percent by the same year.
The local e-book market has been referred to as an industry with enormous potential as some expect it to grow 10-fold from 2006 to 2012.
E-books, deemed to become especially popular among overseas Koreans or people who wish to buy Korean-language books in digital format, will be sold for at least 40 percent less than paper books.
In a related effort, the Culture Ministry also announced earlier in April that it would invest 60 billion won over a five-year period to nurture the local e-book industry.
It pledged to work on increasing the ground which the industry could bloom in, standardize e-book publishing technologies and spread digital reading habits.
The plan also includes supporting small and mid-sized publishing firms that have financial difficulties, and will nurture 1,000 people who are needed on-site by 2014.
The ministry said it would assist the production process of 10,000 well-recognized e-book every year and look for talented writers.
A total of 240,000 e-books are to be made available for borrowing from public libraries by the government in 2014.
Experts, however, say the industry — led mostly by small and mid-sized firms — still faces hurdles today in Korea with local giants, such as Samsung Electronics, claiming e-books will only play the part of an application for tablet PCs.
QUALCOMM Incorporated’s CEO Discusses Q4 2011 Results – Earnings Call Transcript [Seeking Alpha, Nov 2, 2011]
… With respect to mirasol, we continue to work with partners on low-volume projects as we await the completion of our new fab. …
… what the drag from mirasol was in fiscal year 2011, and how we should think about that for 2012.
William E. Keitel [executive vice president and chief financial officer]: … on mirasol, we did give an indication at the outset of 2011 that we expected — I think it was — if I remember correctly, we said about a $225 million operating loss. I expect we’ll update that in New York. And at this point — but with the business progressing, the R&D continuing and starting to bring more fab capacity online, we have a larger operating loss built into our guidance.
… on outlook for mirasol, specifically CapEx. I know you’re supposed to spend $1 billion this year. I think Japan pushed some of their CapEx into 2012. Can you give us some sort of updated perspective on where you see CapEx for that going as you continue to build out your fab into 2012 and maybe even beyond?
William E. Keitel: … on the mirasol CapEx. We did slow down what we had planned at the outset of this year to spend on the mirasol CapEx. At this point in our plans for fiscal ’12, we will catch up on the amount that we had originally projected for fiscal ’11.
LCD, E-ink Challenger Mirasol Will Be on Devices in Months [PCWorld, Nov 17, 2011]
…
Qualcomm’s Mirasol display technology, which has been under development for years, will be in full production and in devices by the middle of next year, said Paul Jacobs, CEO of Qualcomm, during a webcast investor meeting earlier this week.
The company is primarily focusing the screen technology on e-readers, but Mirasol displays have also been shown on tablets.
“We have partners who are really excited about the kind of capabilities that Mirasol brings — the ultra low power, sunlight visibility, the fact that we can do video on these things. So the devices are coming out, we’re feeling good about where we’re headed,” Jacobs said.
Displays are the biggest power hog on devices and Mirasol’s low-power attribute is its biggest advantage, Jacobs said.
“If you have an Android phone … you’ll generally see it’s the display that’s using most of the battery. We have just got to deal with the issue,” Jacobs said.
…
Qualcomm is very close to getting the HTML5 web apps performance and feature set to rival that of native OS apps
OnQ: Delivering Better Web Experiences for Snapdragon S3 Mobile Processors [Sy Choudhury, Director of Product Management, Web Technologies, Oct 10, 2011]
Sy Choudhury, Director of Product Management for Qualcomm, demonstrates how our web optimizations can enhance the overall web browsing and web apps experience on Android for Snapdragon S3 mobile processor-based devices.
Heavy Lifting on the Mobile Web – Put It Where It Belongs [Sy Choudhury, Director of Product Management, Web Technologies, July 7, 2011]
I encourage you to take a close look at the Snapdragon™ mobile processor– its architecture, documentation and tools – as you consider developing mobile Web apps for Android. The image above maps the Snapdragon processor to the heavy lifting you face in delivering a good mobile Web experience to your customers.
Let’s go through them individually:
Transport– DNS lookup, page loads, page reloads, image downloads…the browser never lets the modem have any peace. But the browser – not to mention the user –is more forgiving on the desktop than on a mobile device. The Web transport functions need to work intelligently on mobile devices or the user experience will drown in latency and needless reloads from the network.
Layout – Images are almost 2/3 of the payload of the average Web page. Do you want graphics-rich sites like photo galleries and social networks hogging the CPU to decode images? The browser needs to take one look at them and offload them to dedicated hardware for decoding.
Scripting– JavaScript is a big part of the Web that is only going to get bigger on the mobile Web. Device APIs associated with HTML5, for example, give Web-based applications access to mobile-specific hardware components like compass, sensors, GPS, camera, audio and more. Last year’s JavaScript engine won’t suffice to handle these efficiently.
Rendering – Whether you need to compose pages in a frame or stream mobile video smoothly, there are better places to do it than the CPU. The work of drawing page objects on separate layers and merging them efficiently belongs on a graphics processing unit (GPU), and the coming onslaught of mobile videofavors chipsets with a dedicated multimedia engine.
In short, your mobile Web apps are going to rely on the browser and the JavaScript engine to perform a lot of heavy lifting. Dumping all that work on the CPU is not a good, long-term development strategy, which is why the Snapdragon processor is designed to carve it up and hand it off to function-specific engines.
That’s one big advantage to pulling all of this functionality into a single chip. Another advantage is that it makes things easier for everybody. We produce the components more efficiently, manufacturers sacrifice less real estate inside the device, and you keep your eye on just one set of rules for writing to hardware.
Also, as part of Qualcomm’s Web Technologiesinitiative, we’ve been developing and implementing optimizations for all of this functionality. Qualcomm has made them available as updates to Adobe® Flash® Player and Qualcomm Innovation Center, Inc., our wholly owned subsidiary that focuses on mobile open source contributions, has made them available to the community. You can take advantage of them by developing for the Snapdragon processor, because we also include them as part of the software bundle we ship.
Want to know more? We’ve written a series of papers on what it’s going to take – in the browser, in the JavaScript engine, in the mobile processor – to make users as productive on the mobile Web as they’re accustomed to being on the desktop. Have a look at the papers and …
Vellamo Mobile Web Browser Comparison for Android [Sy Choudhury, Director of Product Management, Web Technologies, July 14, 2011]
The Vellamo web browser comparison benchmark evaluates browser performance on Android devices. The tool provides comparative analysis of browser performance and stability, including networking, JavaScript, rendering, and user experience. Incorporating industry standards and custom benchmarks, Vellamo is sure to impress mobile users!
Web Technologies [Initiative] [QDevNet, Aug 24, 2011]
Give your end users mobile web applications that are designed to run like native applications.
Get ready for a few realities about developing for the mobile Web:
- Your users want the kind of rich multimedia content and far-reaching applications that rely on the browser and JavaScript.
- Rich content and complex Web applications also rely on hardware resources deep inside the mobile device.
- You need to give your Web users desktop-quality performance on mobile devices before your competitors do.
To make this easier for you, the Web Technologies initiative from Qualcomm Incorporated and Qualcomm Innovation Center, Inc.(QuIC) enables a series of software features and hardware-tuned performance optimizations that give the Web application environment deep reach into the mobile device. The end result–a level of performance from your Web app that users typically expect from native applications and even desktop applications.
We’ve optimized the WebKit browser, the V8 JavaScript engine and Adobe® Flash® Player 10 for best-in-class support of the Web on smart mobile devices:faster page downloads and reloads
- better interactivity with Web apps and pages
- snappier, smoother response to user commands
- the highest quality and resolution multimedia streams
- lower overall power consumption
- Web application functionality and performance on par with native mobile apps
Developer Resources
Web Technologies Tools and Resources
Using our runtime software packages, you can begin developing mobile Web apps that perform more like native apps.Videos
Uplinq 2011 Super Session: Is HTML5 the Future of Smartphone Apps?: A Conversation About Web Technologies
Is HTML5 the future of mobile apps? Can web apps ever perform on par with native apps? What do the advances in browser-based experiences bode for mobile operating systems? How can hardware matter in such an abstracted environment? Join Ben Wood, director of research for leading industry analyst firm CCS Insight, as he engages Rob Chandhok, who leads Qualcomm’s software strategy efforts, on these and other questions central to the intersection of web technologies and mobile.Uplinq 2011 Session: Session: Developing Rich Web Apps for Smartphones
Most mobile app developers today choose the native app route for performance and feature reasons. However with most apps, taking advantage of a connection to the internet, using the language of web, HTML, JavaScript and XML for future applications makes more sense than ever before. This session will provide an overview of the work to enhance the performance of the browser to enable web apps to equal the snappiness of their native counterparts. We will then cover new device-side functionality that web page and web app developers can expect to access in the near future to build everything from standalone graphically rich web apps through to connected and dynamic use cases.
Snapdragon HD 720p Video Performance [Sy Choudhury, April 29, 2011]
Sy Choudhury, Director of Product Management for Qualcomm, demonstrates Snapdragon’s the in-page web video capability, HD video at 720p in HTML5 and Flash, and full HD video at 1080p for mobile devices
DASH – Toward a Better Mobile Video User Experience [Sy Choudhury, Director of Product Management, Web Technologies, Aug 16, 2011]
Do you like jittery, staccato playback and long buffer times when you watch video on your phone or tablet? Neither do I. Neither does Qualcomm.
Let’s face it, though: the mobile video genie is out of the bottle, and it’s not going back in. Video streaming continues to dominate mobile bandwidth consumption, accounting for 39 percent of data usage in the first half of 2011, according to the H1 2011 Allot MobileTrends Report. Elsewhere, Frost & Sullivan notes that CTIA has called for an additional 800 MHz of bandwidth to cope with the onslaught of mobile video; the U.S. government is trying to provide 500 MHz of that request.
There’s no simple solution that will ensure a good mobile video experience. We’ve identified areas that are ripe for improvement and are working diligently to address them. DASH – Dynamic Adaptive Streaming over HTTP – is an important one. We see DASH as the industry’s best approach to streaming mobile video, while preserving the kind of video experience consumers expect.
What is DASH?
DASH is an open standard that addresses what we think are many of the biggest problems in delivering streaming video:
1. File size– In the old days, Web video was easy. You downloaded a 2- or 4- or 10 MB file to your device and then played it. That wasn’t really streaming, and it wasn’t scalable – imagine streaming high-definition movies that way. So DASH is a standard for chopping video streams into smaller segments.
2. Changing network conditions– To keep a stream of video flowing smoothly, servers need to send these smaller segments when the device can accommodate them. With DASH, the video lives on the server in several different bit-rates – for example, 250 kbit/s low quality, 500 kbit/s medium quality and 1000 kbit/s high quality. And here is the key; the device determines and then commands the server to send the best quality given the current network conditions (see diagram).
3. Proprietary formats– Most Web video is encoded in common codec formats like H.264 but stored in various streaming formats, depending on the media player on the device. Adobe, Apple, Microsoft, Netflix and many of the other names you associate with video delivery have their own streaming format and their own approach to streaming. DASH defines openly published profiles and the device’s native player can therefore easily support these various streaming profiles.
4. Digital rights management (DRM)– For premium video like movies and sporting events, content owners want their rights protected. DASH is focused only on the core streaming technology and hence works seamlessly with various DRM solutions.
If you want to know more of the technical details, Thomas Stockhammer, on our team has published a paper on the design principles and standards we’re putting into DASH.
What’s Qualcomm doing?
Qualcomm and Qualcomm Innovation Center, Inc. (QuIC) have participated as the work-item lead and helped promote DASH with 3GPP, and were the main authors of the DASH specification in MPEG. In collaboration with companies such as Ericsson, Apple, Netflix and Microsoft, Qualcomm has worked on the standard. Although MPEG-DASH content has yet to be published, we’re working with content owners to help bring this open standard to market.
As a result, we’re building a lot of expertise and we’ve chosen to make it widely available. As a matter of fact, to encourage adoption of the DASH standard, Qualcomm will not seek royalties or license fees for use of its DASH Essential Patents as defined in our DASH Licensing Commitment.
You’re going to see similar announcements from other technology companies who realize that it’s time for an open standard for adaptive, Internet streaming video – one which is also easy to implement and bring to market.
Keep an eye on DASH as the standard evolves, and let me know in the comments what your company is doing about the user experience in mobile video.
Snapdragon Processor Enables Flash Player on Windows 8 – A Qualcomm, Microsoft & Adobe [Rick Lau, Sept 15, 2011]
Through its collaboration with Microsoft, Qualcomm is proud to show the Windows 8 Developer Preview running on the latest dual-core Snapdragon processor. Shown running on the desktop, Internet Explorer in the Windows 8 Developer Preview features support for the latest web standards as well as the Adobe Flash Player, giving consumers a rich browser experience and developers support for whatever tools that best suit their needs. Flash is an important part of the web browsing experience – and Qualcomm supports the Flash Player today on our dual core Snapdragon processor running Windows 8.
The Next App OS is the Web Browser [Liat Ben-Zur on QDevNet, Oct 7, 2011]
By optimizing the browser to really take advantage of dedicated hardware blocks in our Snapdragon mobile processors, we’re seeing comparable levels of video performance across both web apps and native apps – 30 frames per second. Not only can we play 1080p video files, we can playback 1080p video in Flash and HTML5. In fact, in HTML5 we’re able to get multiple video streams running live on a page at the same time.
We’re also closing the gap on advanced graphics with the help of HTML5 Canvas for 2D graphics and WebGL for the 3D equivalent. We’re seeing sample 3D WebGL content benchmarked at 25fps in a Web App, vs. 50fps in a native, OpenGL-ES equivalent app on the same device. Though the native app offers twice as many fps, anything over 25fps is not very noticeable to the human eye. Though we see this gap steadily closing over time.
While HTML5 is truly catching up in terms of performance, it still lags behind native apps when it comes to accessing hardware features. Whether it’s full Bluetooth access, advanced camera features, accelerometers or gyros, native apps still have the edge. This is why we are now focusing on this area, so expect to see a lot more device features exposed via Javascript bindings in the future. Qualcomm Innovation Center, Inc. (QuIC) is also working with open standards organizations, such as W3C and Khronos, as well as collaborating with others to ensure an open web.
…
I think we will see web apps first in tablets followed by Smart TVs. Once more and more TVs have full HTML5 browsers in them, it’s going to break open a whole new set of exciting user experiences. For example, you will no longer be tied to a limited set of Samsung TV Apps, LG TV Apps or Roku Apps. The whole Web will be at your beck and call via your TV Remote. That’s quite a game changer — one that Google TV has attempted to bring us.
If web apps become mainstream on tablets and TVs, they will have to become mainstream on allmobile devices. Speaking of which, we cannot discount the growth of the hybrid apps that are currently available on smartphones, which leverage a lot of HTML5. These are already mainstream.
Web apps are destined to take off for another simple reason: there are a lot more web developers (familiar with HTML5) out there than native app developers. And there are even fewer developers building tablet apps and TV apps. So the momentum is behind web apps — it’s just a matter of time.
…
The technology in our Snapdragon chips is always evolving, and we are constantly adding more intelligence and features into the chipset via hardware and software. The more features we add, the more we want to expose to web apps.
For example, we’re pushing the envelope in terms of what the camera can do with things like facial recognition, multi-shot with zero shutter lag, smile detection, blink detection, gaze analyzer, etc. So now, it’s no longer just about exposing a camera API to web apps, its about exposing all these advanced post processing features to web apps, too. Similarly we’re doing some very cool things around proximity-based peer to peer (P2P). Imagine the possibilities when your web app can reach out, discover and connect with other web apps nearby you.
Also, as I touched on earlier, we’re working to bring our Snapdragon processors to TVs, too. We suspect that more people will want to buy connected TVs that have all these cool HTML5 web app capabilities, as opposed to spending thousands of dollars and being locked into just Samsung, LG or Roku TV apps.
…
… with the Snapdragon chip, your browser doesn’t have to be just another piece of software. It can be optimized to take full advantage of all of Snapdragon’s subsystems. Here are a few examples of how a web browser’s performance can be turbocharged when tuned for the Snapdragon chip:
Transport
(Optimizations for the Snapdragon integrated modem and intelligent connectivity engine.)
- Designed to achieve up to 50% faster page and web app downloads1
Layout
(Leveraging smarter caching.)
- Improved multi-core utilization
Scripting
(Optimizing JavaScript for Snapdragon’s CPU microarchitecture.)
- 7x faster JavaScript performance in 18 months2
Rendering
(Leveraging Snapdragon’s GPU and multimedia hardware engines.)
- HTLM5 video performing at full native rate
- Faster and smoother scrolling, zooming and panning
- GPU accelerated HTML5 <canvas>, <video>, WebGL and CSS3D animations
1 Source: Tests performed by Qualcomm Innovation Center, Inc. Tested with 30 sites on Wi-Fi and consistent environment on Android 2.3 using HTC Sensation and production OEM device with Dual-CPU A9.
2 Source: Tests performed by Qualcomm Innovation Center, Inc. Tested using Android 2.1 through 2.3 on HTC Nexus One).
Windows 8: the first 12 hours headlines and reports
After A too early assesment of the emerging ‘Windows 8’ dev & UX functionality [June 24, 2011] we came to an as full disclosure as possible by the keynote of the BUILD conference. Here are the very first (12 hours) reactions to that:
Windows 8 debuts at Microsoft Build (live blog) [cnet, with keynote liveblog replay embedded]
Qualcomm’s Snapdragon Powering Windows 8 Prototype PCs [PCMag.com]
At the Build conference, in Anaheim, Microsoft demonstrated a number of prototype PCs running its Windows 8 development platform. And if you expected Intel or AMD guts in most of them, you’d be wrong.
Qualcomm Powers Next Generation of Windows 8-Based Prototype PCs Previewed at Microsoft BUILD [Qualcomm press release]
The next generation of Snapdragon processors is a family of all-in-one chipsets with the option for integrated multimode 3G/4G, differing numbers of CPU cores and the ability to support a range of device types.
Shown for the first time, Qualcomm’s Gobi solution provided the 3G/4G LTE connectivity of a Windows 8-based prototype PC. Qualcomm’s Gobi mobile Internet connectivity solution is a pre-certified multi-mode 3G/4G LTE module that makes it easy for OEMs to certify the connectivity of any Windows 8-based PC. By integrating a Gobi-based module into Windows 8-based PCs, Qualcomm will provide a fast, easy-to-use global connectivity solution for an untethered, productive user experience.
Qualcomm’s Snapdragon family of mobile processors also delivers dual-band Wi-Fi®, Bluetooth and FM radio connectivity through Qualcomm Atheros’ WCN3660 combo chip. The WCN3660 is an integrated solution optimized to work with a broad range of mobile operating systems and will be the first in a series of 802.11n wireless LAN solutions to fully support Windows 8.
[see also:
– Qualcomm Snapdragon SoCs with a new way of easy identification [Aug 4, 2011]
– Next-gen Snapdragon S4 class SoCs — exploiting TSMC’s 28nm process first — coming in December [Aug 9, 2011]
– Mobile Internet (Aug’11) containing a lot of information about Qualcomm’s truly leading edge capabilities in that space]
Hands-on with Windows 8: A PC operating system for the tablet age [ars technica, pre-written with full knowledge already, but published just as the keynote began]
It’s not finished yet, and Microsoft still has plenty of work ahead of it, but one thing is clear: Windows 8 is a genuine, uncompromised tablet operating system.
Liveblog: Microsoft previews Windows Server 8 at BUILD [ars technica, with keynote liveblog replay embedded]
Hands-on with Windows 8: it’s good stuff on the PC, too [ars technica, published (?written?) after the keynote quite probably because the keynote was mostly Metro/tablet oriented]
[summarized opinion in the end of the article:]
Windows 8 is a usable touch-screen tablet operating system, and it certainly has some compelling features when used on that kind of machine. The look of the software is different from what traditional Windows users are used to, but the operating system remains true to its PC roots: you can use it on a tablet, but you won’t need to.
//Build/–Windows 8 Thoughts [the below summarized opininion of a blogger already got 49 votes “for” vs. 1 vote “against” on DZone]
Game on. After going through the Day 1 keynote for the Build event, I should say I’m pretty much convinced that Microsoft has got the equation correct. They corrected the Tablet part of the equation, and got the entire Cloud <-> Tablet stack in place, with proper platforms and a nice set of developer tools. And with out doubt, Windows 8 devices are going to be a definite competitor for iPad/iOS, and Microsoft has officially entered the post PC era.
Windows 8 can run on an Atom CPU, 1GB of RAM [engadget]
We highly doubt it’s enjoyable, but at least you (probably) won’t be forced into an upgrade if you don’t want to be.
Microsoft launches Windows 8 developer preview, downloads are live! [engadget]
… everything from “10-inch tablets to laptops to all-in-ones with 27-inch HD screens” will be able to ingest Win8 with ease. That’s a markedly different take than the folks in Cupertino have expressed, with an (admittedly limiting) mobile OS being chosen to run the tablet side of things. Only time will tell which mantra proves more viable, but we’re guessing the both of ’em will find varying levels of success.
Windows 8 for tablets hands-on preview (video) [engadget]
Wrap-up
With the introduction of OS X Lion, Apple gave us a glimpse at what a post-PC operating system might look like, and now Microsoft’s gone and pushed that idea to the limit. If Cupertino’s latest was a tease, than Windows 8 is full frontal. And we have to admit, we like what we see. Sure this may not be the final build, or anywhere near it, but for whatever flaws it may have, the UI being offered in this developer preview is really something special. Time will tell if the “one ecosystem to rule them all” approach will catch on, but for now it’s time to give props where props are due — at least until we can get our hands on a final build.
Windows 8 Store to sell both Metro-style apps and conventional Win32 programs [engadget]
Oh, sure — you’ve already started digging into the upcoming Windows Store (or, at least what it’ll deliver), but Microsoft just revealed a cute little nugget about its future functionality here at Build 2011. In keeping with its mantra of making Windows 8 a one-size-fits-all affair, the Store will be home to both Metro-style apps (useful for tablets and desktops alike) as well as traditional Win32 programs.
…
Microsoft demos NFC-based tap-to-share for Windows 8 devices (updated) [engadget]
There’s not a ton of details on this just yet, but Microsoft confirmed during its Build keynote today that Windows 8 devices equipped with an NFC chip will be able to use a tap-to-share feature to either send content from one device to another, or simply receive content from something like an NFC-equipped card.
Update: NXP Semiconductors has now confirmed that it “worked closely” with Microsoft to develop an NFC driver for Windows 8, and that it’s also supplied the NFC solution used in the Windows 8 tablets given out at Build. According to the company, the NFC support in Windows 8 includes things like device pairing (simply tapping to pair a Bluetooth headset, for example), data sharing, and the ability to transfer control from one device to another (such as during a video call). And that’s all to say nothing of the usual fare like interacting with an NFC-enhanced advertisement, not to mention other applications that will surely follow once it’s actually put into practice. The company’s press release is after the break.
[NXP’s NFC Solution Supports Windows 8]
Microsoft shows Windows 8 on existing Ultrabooks, acts like it’s never seen a thin laptop before [engadget]
Microsoft gives Samsung Windows 8 developer PCs to Build attendees, AT&T throws in 3G service [engadget]
… that PC comes complete with a second-gen Intel Core i5 processor, an 11.6-inch 1,366 x 768 Samsung Super PLS display, a 64GB SSD, 4GB of RAM, and a dock with a USB, HDMI and Ethernet ports.
[Super PLS (Plane Line Switching): see A Beautiful Display [Anandtech, June 13, 2011] from which the below photo is copied here to explain the improvement of Super PLS over previous S-IPS and I-IPS:
]
NVIDIA opens Windows 8 developer program with support for Kal-El tablets [engadget]
… it’ll embrace not just x86-based PCs, but Tegra-powered tablets as well. Specifically, that means support for its forthcoming quad-core Tegra platform, codenamed Kal-El, along with PCs packing GeForce, Quadro and Tesla cards.
[NVIDIA [press release] Helps Transform the PC With Windows 8 Developer Program]
Windows 8 details: new features, UI enhancements and everything in between [engadget]
Staying true to its roots, the new OS implements the familiar keyboard commands users have become accustomed to over the years — you know, like CMD and Ctrl+F. And as for its update to Internet Explorer, MS has imbued its tenth iteration with the ability to switch between the much-hyped Metro-style UI and plain old desktop view — all according to your whimsy. Of course, Redmond’s instituted other sweeping changes across the platform, and you can check some of the highlights after the break.
- All Windows 7 applications will run natively on Windows 8
- Security update notifications have been minimized to the lower right of the log-in screen
- Refreshed Windows Task Manager suspends apps when they’re not running on-screen
- New “Reset and Refresh PC” functions enable simplified system wipe and restore
- HyperV virtualization software comes pre-loaded on Windows 8
- Multi-monitor support now enables a single background across screens, as well as monitor-specific task bars
- Multi-touch support enabled for Internet Explorer 10
- Magnifier function enhanced for desktop manipulation
- Optional thumb-by-thumb input mode
- SkyDrive storage support integrated into all cloud-based apps
- Metro-style refresh for Mail, Photos, Calendar and People apps with Windows Live ID
- Settings roam allows for preferences to sync across a user’s Windows 8 devices
- Continued update support for Windows 8 Developer Preview Beta
- Even a Lenovo S10(first-gen Atom + 1GB of RAM) can “run” Windows 8
- There’s “no overlays” with Windows 8; Metro-style goodness is baked into the core
- Both Metro-style and conventional Win32 apps will be soldin the Windows Store
- Windows 8 devices equipped with an NFC chip will be able to use a tap-to-sharefeature to either send content from one device to another, or simply receive content from something like an NFC-equipped card.
- Logins will use a photo-based system
- Apps will be able to natively connect and understand one another (if written as such)
- Built-in antivirus software will ship in Windows 8
- There will notbe a different edition of Windows 8 for tablets, and presumably, not for Media Centers either
- It’s unclear how many “editions” (Home, Professional, Ultimate, etc.) of Windows 8 there will be
- ARM devices will be supported, but not in the developer preview
Windows 8 developer preview: when and where to download (update: right now, here!) [engadget]
… you’ll be able to download a copy of the Windows Developer Preview to your 32- or 64-bit x86 machine (no activation required) from dev.windows.com. Sorry, ARM hopefuls!
Microsoft launches Windows 8 preview [Computerworld, ]
Microsoft will post the first developer preview beta of Windows 8 late on Tuesday, the company announced as it showed off the new OS running on a Samsung tablet.
5,000 Microsoft developers get Samsung preview tablets [Computerworld, ]
Microsoft on Tuesday gave the 5,000 developers attending its BUILD conference preview units of a Samsung tablet running a version of the upcoming Windows 8 operating system.
Windows 8 on ARM to open up for developer scrutiny [Computerworld, ]
Microsoft’s upcoming Windows 8 OS running on ARM prototype tablets and other devices will be open for developer scrutiny at the software giant’s Build conference this week.
Microsoft opens Windows 8 preview to all [Computerworld, ]
Taking a different tack than it did three years ago, Microsoft has made a preview of Windows 8 available to anyone who takes the time to download it.
Microsoft leaves Windows 8 questions unanswered [Computerworld, the headline on the homepage of the Computerworld after the day earlier demonstration for journalists and analysts, while the article headline is a more natural one: “Windows 8 steps beyond the desktop”]
On the Windows computer of the future, live tiles will replace icons, touch-based gestures will replace mouse clicks and semantic zooming will replace the arduous traversal through nested menus and folders.
Microsoft leaves Windows 8 questions unanswered, say experts [Computerworld, the same thing reiterated now with quoting analysts to support the Computerworld headline]
Today’s long-awaited look at Windows 8 left analysts almost as perplexed as they were before Microsoft’s top Windows executive walked onto a California stage.
But if Microsoft was hoping to generate excitement about the upgrade, it succeeded, if only because of the fast-paced presentation by Steven Sinofsky, the president of the Windows group.
“It all looks great,” said Michael Cherry, an analyst with Directions on Microsoft, a Kirkland-Wash. research firm that specializes in tracking Microsoft’s moves. “If the goal was to get everyone excited, they did that. I was impressed by what they showed, by what they’ve done, but it’s too much to digest. I think I’ll have to watch the keynote [webcast] two or three more times to get it all.”
During the keynote, Sinofsky and other Microsoft executives spent most of their time showing off what they called the “Metro experience,” a tile-style, full-screen interface borrowed from Windows Phone 7 that’s intended to address the company’s lack of a true touch-based operating system.
“This is interesting for consumers,” added Michael Silver, a Gartner analyst who attended the keynote. “Certainly, Microsoft has to catch up on tablets [with Apple and Google] and get consumers excited about Windows again. I think this was a good effort at trying to do that.”
But for Cherry and Silver, who spend most of their time scrutinizing Windows for corporate clients, not consumers, there were tons of unanswered questions.
“We still don’t know when this will be shipped,” noted Cherry. “And we don’t know how stable Windows 8 is. Remember, these were all demos, and demos are carefully rehearsed.”
Silver echoed Cherry.
“They haven’t made the case yet that enterprises will want this,” said Silver. “I expect that they will have [enterprise-specific features] to show later, but at this point there are still lots of questions that haven’t been answered.”
Tops on his list: Can Microsoft successfully pitch Windows 8 as an upgrade for businessesthat have just recently migrated to its predecessor, Windows 7?
“Microsoft has implied that [Windows 8] would not drive an upgrade cycle,” said Silver, talking about corporations purchasing new computers to replace outdated machines and operating systems. “After all the work on Windows 7 deployment, organizations will think twice before deploying this everywhere,” said Silver. “They’re looking for a little respite, and planning to take a break because of migration fatigue.”
But Cherry was taken with the apparently smooth integration of the two interfaces: Metro and the traditional desktopfamiliar to users for decades.
“It appears that they will coexist well,” said Cherry. “I don’t envision a lot of problems for businesses there, although we’ll have to see how they handle group policies.”
Even so, he was hesitant to applaud Windows 8 until he knows more.
“The story they’re trying to tell — that they’ve re-imagined Windows — is a good story, but when I hear that they’re making major changes, I remember that changes lead to instability.”
Later today, Microsoft will distribute Samsung tabletswith a developer preview of Windows 8 to attendees at the BUILD Windows conference, which Sinofsky kicked off with the two-and-a-half hour presentation.
Microsoft has not said anything about when it will release a Windows 8 beta that will be available to the general public.
Windows 8 BUILD conference – The best reviews
Microsoft is currently previewing Windows 8 at the BUILD conferenceand the web goes crazy. It appears the interest in Windows 8 is even bigger than it was for Window 7. Of course, this is due to the fact that Windows 8 is the biggest overhaul since Windows 95.
I compiled a collection of the best Windows 8 reviews that have been published today. I divided the link list into two sections. The first part covers general reviews, and the second part specific Windows 8 features.
The first blog post is from Steven Sinofsky (President of the Windows Division). Most interesting is that everyone will be able to download the developer’s prelease of Windows 8 later today.
General Windows 8 reviews
- Welcome to Windows 8 – The Developer Preview
- Microsoft reinvents flagship software — Windows 8 — for PCs and tablets
- Windows 8 developer preview UX in pictures
- Windows 8 really does change everything, it’s mind-blowing
- Windows 8: A Reimagined PC, But What About Businesses?
- Hands on: Windows 8 review
- Microsoft blows up Windows with Windows 8
- Download Windows 8 ISOs Right Now
Windows 8 feature reviews
- Windows 8: What’s new on the desktop experience
- Windows 8 app store approval policy outlined
- Windows 8: Introducing Windows 8′s tablet interface, Metro
- Windows 8: classic desktop features
- Windows 8 Metro apps and Windows Store
- Hands on: Windows 8 input options and pen computing
- Windows 8 tablets: How Microsoft can win this time
- Hands on: Windows 8 File History backup
- Windows 8: A look at Internet Explorer 10
- Windows 8 Developer Preview: Samsung 700T Photo Gallery
- Windows 8 requires less power than Windows 7
- Microsoft unveils Samsung Windows 8 tablet for developers
- Windows Live SkyDrive Integration in Windows 8
On the spot responses
Windows 8 Shines at Build Keynote
Microsoft Build: Windows 8 will scale from tablets to PCs to servers
Top 10 Features of Windows 8: Will Microsoft Outshine Apple?
Build 2011: What Is WinRT, and Is Silverlight Dead?
Microsoft BUILD Event: Three Top Priorities for Windows 8
Windows 8 and Office 365: Microsoft’s Killer Cloud Combo?
Windows 8 boots ‘faster than monitor’
Microsoft Touts Windows 8, “Reimagines” Computing
Microsoft blows up Windows with Windows 8
Microsoft’s BUILD Conference Windows 8 Blowout
Sinofsky Spotlights ‘Fast and Fluid’ Windows 8 in Build Keynote
Microsoft Gives BUILD Attendees Copies Of Windows 8
Build 2011: First Glimpse of the Windows 8 App Store
Microsoft shows off new Windows 8 tablets, notebooks and more
Microsoft Demoes Windows 8 Features At BUILD Conference [SCREENSHOTS]
Developers receive Windows 8 tablets; Windows 8 DP build coming
Microsoft BUILD: Windows 8 developer preview now available
BUILD 2011: Windows 8 keynote highlights
Microsoft Build conference 2011: Windows 8 round up
Microsoft launches Windows 8 and details new features at Build 2011
Microsoft Demoes Windows 8 Features At BUILD Conference [SCREENSHOTS]
Microsoft showcases Windows 8 at BUILD
Microsoft’s Build Windows 2011 [Windows 8 info]
The Build Windows Conference has initiated, I would quickly give you a foreword : The Windows 8 OS Showcase seems outstanding in terms of interface. It seems as if your big computer screen is going to have a interface as competitive as Android or iOS.
Windows 8 Build Windows 2011 [Update 2]
Windows 8 Build Windows 2011 [Update 3]
Samsung Windows 8 tablet revealed at Build 2011
Microsoft Previews Windows 8 at BUILD Conference
Windows 8 Details Emerge at Build Conference Demo
Microsoft unveils Windows 8 – New features and screenshots
Tuesday Keynote @ Build Windows 8 [quite good notes]
Keynote started with a video of developers, designers etc. working on Windows 8 giving their favorite features in Win8.
- ~450 million copies of Win7 sold (1500 non-security product changes seamlessly delivered)
- Consumer usage higher than XP
- 542 million Windows Live sign-ins every month
Lots of change in Windows
- Form factors/UI models create new opportunities (touch)
- “People who say touch is only for small or lightweight devices are wrong. As soon as you use touch on a tablet, you’re going to want to touch on your desktop & laptop.”
- Mobility creates new usage models – e.g. use while reclining on a couch
- Apps can’t be silos – “customers want a web of applications”
- Apps to interact easily
- Services are intrinsic
What is Win8?
- Makes Windows 7 even better – everything that runs on Win7 will run on Win8
- Reimagines Windows from the chipset (ARM work) through the UI experience
- All demos shown today are equally at home on ARM and x86
Performance / Fundamentals
Kernel Memory Usage
Win 7 RTM
540 MB
34 processesWin 7 SP 1
404 MB
32 processesWin 8 Dev Preview
281 MB
29 processesDemos
User Experience (Julie)
- Fast and fluid – everything’s animated
- Apps are immersive and full screen
- Touch first – keyboard/mouse are first-class citizens (“you’re going to want all three”)
- Web of apps that work together – “when you get additional apps, the system just gets richer and richer”
- Experience this across devices and architectures
- Notes from Julie’s demo
- Picture password – poke at different places on an image (3 strokes) to login
- Tiles on the home screen – each is an app – easily rearranged. Pinch to zoom in/out
- On screen keyboard pops up
- Swipe from right side to bring up Start screen – swipe up from bottom to get app menus (“app bar”) – relevant system settings (e.g. sound volume/mute) also appear
- Select text in a browser – drag from right side to see “charms” – these are exposed by apps. One is “Share” – shows all apps that support the “Share contract”.
- Think of sharing as a very semantically rich clipboard.
- Target app can implement its own panel for information (e.g. login, tags, etc.) for sharing when it’s the target.
- Search
- Can search applications, files – apps can also expose a search contract to make it easy for search to find app-specific data.
- Inserting a picture
- Shows pix on computer
- Social networking sites can add content right into picture file picker
- Showed settings syncing from one machine to another machine she is logged in on that is an ARM machine.
Metro-style Platform/Tools (Antoine)
- Current platform a mixed bag – silo of HTML/Javascript on top of IE, C#/VB on top of .NET & Silverlight, and
- Metro apps can be built in any language
- Reimagined the Windows APIs – “Windows Runtime” (Windows RT).
- 1800 objects natively built into Windows – not a layer.
- Reflect those in C#/VB.Net/C++/C/JavaScript
- Build your UI in XAML or HTML/CSS
- Launch Visual Studio 11 Express – new app to build Metro apps.
- Pick the language you want – pick the app template you want.
- Enable millions of web developers to build these apps for Windows.
- Code you write can run either locally or in a browser from a web server – just JavaScript and HTML 5.
- New format – App Package – that encapsulates
- Use mouse or touch seamlessly – no special code.
- Modify button to bring up file picker dialog…
- Also allows connecting to Facebook if the app that connects FB photos to the local pictures is there – every app now gets access to FB photos.
- Adding support for the “Share” contract is 4 lines of JS
- Use Expression Blend to edit not just XAML but HTML/CSS.
- Add an App Bar – just a <div> on the HTML page.
- Drag button into there to get Metro style where commands are in the app bar
- Uses new HTML 5 CSS layout as Grid. Allows for rotation, scaling, etc. Center canvass within the grid.
- Expression lets you look at snapped view, docked view, portrait, landscape.
- 58 lines of code total
- Post app to the Windows Store
- In VS Store / Upload Package…
- Licensing model built into app package format. Allows trials.
- Submit to Certification
- Part of the promise of the store to Windows users is the apps are safe and high quality.
- Processes can be a bit bureaucratic.
- Does compliance, security testing, content compliance.
- Will give Developers all the technical compliance tools to run themselves.
- The Store is a Windows app. Built using HTML/JavaScript
- Win32 Apps
- Not going to require people to rewrite those to be in the store.
- Don’t have to use Win8 licensing model.
- Give the Win32 apps a free listing service.
- XAML / Silverlight
- Using ScottGu sample SilverLight 2 app.
- Not a Metro app – input stack doesn’t give touch access.
- How to make it a Metro app?
- Runtime environments between SL and Win8 are different.
- Had to change some using statements, networkin layer.
- Reused all the XAML and data binding code – it just came across.
- Declare it supports “Search” and add a couple of lines of code.
- Also can use same code on the Windows Phone.
- “All of your knowledge around Silverlight, XAML just carries across.”
- If you write your app in HTML5/CSS/XAML, it will run on x86/x64/ARM. If you want to write native code, we’ll help make it cross-compile to these platforms.
- IE 10 is the same rendering engine as for the Metro apps.
- Can roam all settings across your Win8 machines – including you app settings if you want.
Hardware Platform (MikeAng)
- 8 second boot time – win7 pc.
- UEFI
- New power state called “Connected Standby”
- Windows coalesces all the timer and network requests, turns the radio on periodically to satisfy them, then goes back to very low power consumption.
- But because app requests are getting satisfied they are up to date as soon as you press “ON”
- USB 3 ~4x faster at copying a 1 GB file than USB 2
- Can boot Win8 from up to 256 TB drive.
- Direct Compute API – can offload compute loads to GPU
- Every Metro app has hardware acceleration UI baked in.
- Doing work with OEMs on testing sensitivity of touch hardware
- Windows reserves only one pixel on each side for the Windows UI, so sensitivity important.
- Down to 1024 x 768 for Metro apps. If 1366 x 768, get full Windows UI (side-by-side snap in). Any form factor – about resolution.
- Have a sensor fusion API – accelerameter, touch.
- NFC – near field communication – business card can have a little antenna built in to send data to Win8.
- Integrating device settings (web cam, HP printer, etc.) into Metro UI rather than as a third-party app.
- Ultra Books
- Full core powered processor in a super-thin and light package.
- Some are thinner than legacy connectors – RJ45 and VGA – they are bumps.
- These things are mostly battery.
- Samsung PC giveaway – to all BUILD attendees
- 64 GB SSD
- 4 GB RAM (Steven: “so you can run Visual Studio”)
- AT&T 3G included for one year (2GB/mo)
- Windows tablet + development platform.
- 2nd generation core i5
- 1366×768 display from Samsung – amazing
- Refresh your PC without affecting your files
- Files and personalization don’t change.
- PC settings are restored to default
- All Metro apps are kept – others are removed.
- Command-line tool to establish base image for this for pros.
- Hyper-V in the Windows 8 client
- ISOs get mounted as DVD drives.
- Multi Mon –
- Screen background extends
- Task bar customizes to multi-mon – can have identical across two mons or have per-monitor task bar (show only apps running on that monitor)
- Ctrl/PgDn to switch Metro start screen between the two monitors – develop on one, test on another.
- Keyboard works the same – type “cmd” from Metro Start screen and are in search for CMD.
Cloud Services (ChrisJo)
- Windows Live mail Metro client connects both Exchange and Hotmail.
- Full power delivered by ActiveSync.
- Windows Live Metro calendar app.
- Bring together all the Friends through Linked In, Facebook, Windows Live.
- Photos
- Connected to Facebook, Flickr, local photos.
- Written as a Metro app.
- SkyDrive – 100 million people.
- Every Win8 user, every Win Phone has a SkyDrive.
- Also accessible to developers – access the same way as you would use local store.
Wrap
- Used college interns to develop sample apps included in dev preview build.
- 17 teams (2-3 devs per team).
- 10 weeks.
Developer Preview (not Beta).
Learn more:
MSFT will let everyone download the Developer preview starting tonight.
- X86 (32- and 64-bit)
- With Tools + Apps or just Apps
- No activation, self-support.
Pre-written with full knowledge already:
Microsoft BUILD: Windows 8, A Pre-Beta Preview [AnandTech single multi-part article]
ZDNet’s whole series (mostly pre-written with full knowledge already):
Windows 8 unveiled
This morning, Microsoft officially took the wraps off of Windows 8, unveiling its radically revised new operating system in front af an audience of software developers. I had a chance to get my hands on the new system (literally) last night. Here’s what you can look forward to.
September 13, 2011 | 9:05am PDT
Microsoft to developers: Metro is your future
Silverlight and .Net are not dead (yet). But Metro is really the future for Windows 8, Microsoft is telling developers on the opening day of Build.
September 13, 2011 | 9:13am PDT
Windows 8 will ship with built-in antivirus protection
In a move that is likely to anger the antivirus industry, Microsoft is adding security features from its Security Essentials program to Windows 8.
September 13, 2011 | 2:36 PM PDT
Nvidia launches Windows 8 developer program
Under Nvidia’s Windows 8 developer program, its quad-core Tegra processor, GeForce GPUs, Quadro and Tesla processors will be included.
September 13, 2011 | 12:00 PM PDT
Windows 8 will run on old Atom CPUs and 1GB RAM
Seems like Microsoft’s taken those bloatware claims to heart and has actually been working hard to minimize the system requirements footprint of the OS.
September 13, 2011 | 10:58 AM PDT
Get the Windows 8 Developer Preview – Today!
Want to check out Windows 8? You’ll be able to tonight!
September 13, 2011 | 10:32 AM PDT
Microsoft’s Windows 8: Here’s what we now know (and don’t)
Microsoft’s Windows 8 developer conference kicks off on September 13. Here’s a cheat sheet of what we now know and don’t going into the four-day confab.
September 13, 2011 | 9:05 AM PDT
Microsoft’s big task: Juggle PC, post-PC eras
Windows 8 is one mammoth hedge on the possibility that PCs won’t be able to evolve well in a land of Android and Apple smartphones and tablets.
September 13, 2011 | 2:35 AM PDT
Windows 8 and Windows Phone 8 ‘Apollo’ OS convergence, Tango1 and Tango2, and more
Is Windows and Windows Phone OS going to converge to form one all-encompassing OS? With Windows 8 and Windows Phone 8, code name “Apollo,” it may just happen.
September 12, 2011 | 2:21 PM PDT
Five unanswered Windows 8 questions
By the end of the day tomorrow, we’ll know much more about Windows 8. But some questions will remain unanswered, even after a thorough demo. Here are the top five on my list.
September 12, 2011 | 10:00 AM PDT
winrumors whole series (some pre-written with some knowledge already):
[the indicated hours are relative to September 13, 2011 | 12:00pm PDT]
Windows 8 really does change everything, it’s mind-blowing
Microsoft is welcoming around 5,000 developers to its BUILD conference today to unveil the most significant change in the PC space since Windows 95. “It’s a launch,” explains Windows chief Steven Sinofsky. 15 hours ago
Hands on with Windows 8′s new Metro experience
Microsoft unveils Windows 8 to the world today, a reimagined Windows for the next-generation of devices and hardware. The new Start Screen and immersive Metro experience are designed to make experiences in Windows 8 “totally … 15 hours ago
Windows 8 Metro apps and Windows Store
Microsoft’s new application model for Windows 8 comes coupled with a Windows Store for developers and end users. The Windows Store will play a big role in Windows 8 applications going forward. 15 hours ago
Windows 8: classic desktop features
Microsoft’s Windows 8 operating system sees a fresh start for the interface as a whole, but what about classic desktop? Don’t fear if you’re a die hard Windows power user. Microsoft has kept the fundamentals … 14 hours ago
Hands on: Windows 8 input options and pen computing
Microsoft has nurtured pen based computing inside Windows for a number of years, but what’s it like in Windows 8? The Windows 8 developer preview build includes the ability to use pen based devices. Microsoft … 14 hours ago
Hands on: Windows 8 File History backup
Microsoft’s backup options are changing in Windows 8. The developer preview of Windows 8 includes a File History feature that was previously known as “History Vault” during the early Milestone builds of Windows 8. File … 14 hours ago
Microsoft to release Windows 8 developer preview ISO bits later today
Microsoft is planning to release an early developer preview copy of Windows 8 today. The Windows 8 Developer Preview will be made available alongside guides, tools, samples, forums, docs and other resources to build on Windows. … 12 hours ago
How fast does Windows 8 really boot? Really fast
Microsoft unveiled its incredible fast boot feature of Windows 8 earlier this month, but how fast does Windows 8 really boot? The answer is super fast. The Samsung Windows 8 developer preview tablet restarts in … 12 hours ago
Microsoft to outline Xbox LIVE Windows 8 support at BUILD
Microsoft’s BUILD session is now live and it reveals an interesting look at Xbox LIVE integration in Windows 8. The software giant currently ships Games for Windows LIVE for Windows 7 PCs which offers a … 11 hours ago
Windows 8 beta and RC on the horizon, updates to developer build
Microsoft’s Windows 8 develop schedule will include one beta and one RC before the RTM and general availability points. Windows chief Steven Sinofsky revealed the schedule in a keynote address on Tuesday. 10 hours ago
Windows To Go: Run Windows 8 from a USB device
Microsoft’s Portable Workspace feature has been renamed to Windows To Go inside Windows 8. The feature allows Windows 8 to boot from a USB device. First discovered in leaked builds, Microsoft looks set to detail … 9 hours ago
Windows 8 Xbox LIVE UI is identical to the new Xbox dashboard [pic]
Microsoft’s new Xbox LIVE integration in Windows 8 is identical to the company’s Xbox dashboard. Larry Hryb (Major Nelson) revealed the interface in a blog post on Tuesday. Microsoft’s Xbox LIVE support in Windows 8 … 8 hours ago
Microsoft captured users fingerprints for Windows 8 touch work
Microsoft’s early research work with Windows 8 saw the company capture a number of consumers fingerprints. The software giant captured fingerprints and handprints to figure out the best interface to suit people’s varied hand size. 7 hours ago
Windows 8 Developer Preview now available to download Microsoft’s Windows 8 Developer Preview is now available to download. The Windows developer center is now live and Windows 8 available to download in the following flavours: Windows Developer Preview English, 64-bit (x64) DOWNLOAD (3.6 GB) … 6 hours ago
WinBeta whole series
Download the Windows 8 Developer Preview
The moment we have all been waiting for has come to fruition. Microsoft has just uploaded the Developer Preview build of Windows 8. Check out the download links at the bottom of this post to grab the 32bit or 64bit versions.
Microsoft to be streaming the BUILD conference live
There has been speculation on whether Microsoft will be streaming the BUILD conference live. Fortunately, Microsoft have confirmed the legitimacy of a LIVE stream starting from September 13th at 9AM PDT time.
Windows 8 Developer Preview Build 8102 Screenshots
Windows 8 Developer Preview has only been out for a few hours now but we have some screenshots for you that will give you an idea of what to expect, in case you are not planning on trying it out for yourself or your download is taking ages. Either way, we got you covered with some lovely screenshot action!
Microsoft’s Highlights Windows 8’s New Features
During the Build Developer’s Conference today in California, Microsoft showcased Windows 8 and detailed its new features. “We re-imagined Windows. From the chipset to the user experience, Windows 8 brings a new range of capabilities without compromise,” explains Steven Sinofsky. So what are the new features?
Windows 8 Screenshots: Start Screen, Keyboard, and more
We’ve got a few new Windows 8 screenshots for you, directly from the Windows 8 demonstration at the Build developer’s conference. In these screenshots, we get to see the new start screen, the classic desktop, the new onscreen keyboard, and the new Metro-styled applications (mail, calendar, and photo).
Microsoft Reveals the Path to Windows 8 RTM
Microsoft revealed its plans for Windows 8’s release during the Build developer’s conference. We learned that Windows 8 will have only a few more milestones before going final. First we will have a beta, a release candidate, release to manufacturing, and finally, general availability.
Windows 8: Reset PC and Sync Settings
Microsoft is revealing a ton of new information regarding Windows 8. This time, we learn about a feature that will allow you to reset your PC settings and another feature that allows you to sync your settings across all PCs that run Windows 8.
Windows 8: Screenshots of new Task Manager
During the Build Developer’s conference, Microsoft showcased the new task manager in Windows 8. At the demonstration, Microsoft’s Steven Sinofsky stated that this new task manager was years in the making.
Silverlight and .Net are not dead, but Metro is the future
During the Build Developer Conference in California, Microsoft revealed that both Silverlight and .Net are not dead. Instead, those two platforms will be utilized to write classic and desktop apps for Windows 8, rather than the new Metro styled apps, which is Windows 8’s primary focus.
Windows 8 Developer Preview available tonight at 8PM PDT
BUILD is live and Microsoft are talking about their new operating system, Windows 8. They have announced many new features and the best bit yet, it will be available today!
Microsoft Reveals the Path to Windows 8 RTM
Microsoft revealed its plans for Windows 8’s release during the Build developer’s conference. We learned that Windows 8 will have only a few more milestones before going final. First we will have a beta, a release candidate, release to manufacturing, and finally, general availability.