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Is Qualcomm Back in The Black?

July 25, 2016 by  
Filed under Computing

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Qualcomm has had a better than expected results in its Q3 earnings, beating street and even its own estimates.

Qualcomm offered $5.2 billion to $6 billion revenue guidance and it managed to make $6 billion. Non-GAAP diluted EPS was projected at $0.90 – $1.00 and Qualcomm actually managed to make $1.16.

The MSM chip shipments were guided at 175 million to 195 million while the company actually sold 201 million of these chips.

Total reported device sales was expected to be between $52 billion and  $60 billion and in reality Qualcomm scored $62.6 billion. Qualcomm shipped between 321 million to  325 million 3G/4G devices and estimated reported 3G/4G device average selling price was at $191 – $197.

There are a few reasons for such good results, the first being Samsung. The company chose Snapdragon 820 for some markets with its flagship phones. The Snapdragon 820 ended up in 115 devices and it looks like one of the strongest high end phone chips in a while.

The introduction of the Snapdragon 821 will rekindle the fire and will make some additional sales for Samsung Galaxy Note 7 and a few other high end phones including some phones from LG and others. The 4G modem business is in good shape but one has to be careful as Qualcomm might lose some of the iPhone business to Intel. Everyone wants carrier aggregation capable modems these days, that is Cat 6 and up and Qualcomm offers this from Snapdragon 430 to the Snapdragon 820.

It is interesting to notice that while Apple iPhone sales were down, Qualcomm did better mainly as when Apple declines at   the high end, Qualcomm can make money from its high end Snapdragon chips.

We expect to see the announcement of Snapdragon 830 before the end of the year while devices shipping with the new chip in late Q1 2017 or early Q2 2017. As far as we know this might be the 10nm SoC but we will have to wait and see.

Qualcomm is investing heavily in improvements of 4G, current and future generations as well as a concentrated focus on 5G. From where we stand, Qualcomm still has the best chances to dominate the 5G market, especially due to the fact that 5G is an evolution of 4G with some new wave length and concepts added to it.

Last year’s loss of Samsung Galaxy S6 design win hurt a lot, and now the big customer is back, it seems that investing in a custom ARM Kryo core and dominating in Adreno graphics paid off.

Courtesy-Fud

Qualcomm Goes LTE For Microsoft

October 22, 2015 by  
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Qualcomm has continued its friendship with Microsoft by extending its latest LTE-Advanced modem, the X12, to Windows 10 notebooks and tablets.

The chipmaker was the only major chip provider to optimize its architecture for Windows Phone, and Microsoft’s Lumia devices, which run on Snapdragon 808 and 810 chips.

The Windows 10 devices which come to market later this year will have the option to integrate cellular connectivity with the X12, X7 or X5 LTE modems, which support the Microsoft operating system’s native Mobile Broadband Interface Model (MBIM).

Qualcomm said this would give business users, in particular, a similar experience on their large-screened devices as on their smartphones, giving the particular examples of location-based services and security driving LTE usage on PCs and tablets.

Integrated cellular connectivity has not been so important for notebook users, outside of a few scenarios such as WiFi-less trains, most wireless access from notebooks, and even tablets, is over a WLAN.

Qualcomm makes WiFi chips for portable devices but it does not have such a big market share. Working with Microsoft means it could have a higher presence and a far better chance of delivering mass sales. The Surface Pro and its new Surface Book, is getting good reviews and might even be popular.

Courtesy-http://www.thegurureview.net/computing-category/qualcomm-goes-lte-for-microsoft.html

Qualcomm To Wirelessly Charge BMWs

September 8, 2015 by  
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Qualcomm has launched its new Official Safety Car for season two of the FIA’s Formula E Championship.

For those not in the know, the Formula E Championship is for electric cars, and they are no longer the milk floats that English people get stuck behind in narrow streets.

The new Official Qualcomm Safety Car is the BMW i8 but it will be charged wirelessly with an advanced Qualcomm Halo 7.2kW wireless charging system.

The Qualcomm Halo 7.2kW wireless charging system delivers twice the amount of energy to the BMW i8′s batteries per hour as compared to last year’s 3.6kW system.

This halves the full charge time, enabling the vehicle to fully charge in one hour. Employing Qualcomm Halo DD technology, with magnetic architecture optimization, ensures higher coupling coefficients and drives lower system currents, higher inefficiencies and the ability to support higher power levels.

A Qualcomm spokesman said that an open championship has encouraged teams to develop their own powertrain tech.

This ensures that the racing remains highly competitive, and it supports the goal of Formula E to advance the development of new technologies for electric vehicles and to bring those technologies, vital to sustainable mobility, to the attention of millions of people around the globe, a spokesman said.

Qualcomm’s general manager of wireless charging, Steve Pazol said Qualcomm was excited to continue its support of Formula E in this second season.

Source-http://www.thegurureview.net/computing-category/qualcomm-to-wirelessly-charge-bmws.html

ARM Develops IoT For Students

February 3, 2015 by  
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ARM has created a course to teach IoT skills to students at University College London (UCL)

The course is designed to encourage graduates in science, technology, engineering and maths (Stem) to seek careers in IT.

The IoT Education Kit will teach students how to use the Mbed IoT operating system to create smartphone apps that control mini-robots or wearable devices.

Students are expected to be interested in building their own IoT business, or joining IoT-focused enterprises like ARM. The course will also try to limit the number of Stem graduates pursuing non-technology careers.

ARM reported statistics from a 2012 study by Oxford Policy and Research revealing how many engineering graduates (36 percent of males, 51 percent of females), technology graduates (44 percent, 53 percent) and computer scientists (64 percent, 66 percent) end up with non-Stem jobs.

The IoT Education Kit will be rolled out by UCL’s Department of Electronics from September 2015, with a week-long module for full-time and continuing professional development students.

The Kit comprises a complete set of teaching materials, Mbed-enabled hardware boards made by Nordic Semiconductor, and software licensed from ARM. A second teaching module for engineering graduates is being developed for 2016.

“Students with strong science and mathematical skills are in demand and we need to make sure they stay in engineering,” said ARM CTO Mike Muller.

“The growth of the IoT gives us a great opportunity to prove to students why our profession is more exciting and sustainable than others.”

UCL professor Izzat Darwazeh also highlighted the importance of Stem skills, saying that “many students are not following through to an engineering career and that is a real risk to our long-term success as a nation of innovators”.

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