Will Qualcomm Be First?

We could not get the right timeframe for the launch of Qualcomm’s successor to the high-end Snapdragon 800, but there is no doubt that Qualcomm, Samsung, Nvidia and other ARM supporters are thinking about 20nm products where some of them will be based on Cortex A57.

Qualcomm has its own Krait core that can be adapted to 20nm and follow up the success of Snapdragon 600 and the soon to come Snapdragon 800. It turns out that it traditionally takes 18 to 24 months for the mobile industry to shift from one process to another and Qualcomm had its first 28nm part in April 2012, with the Snapdragon S4, used in the HTC One S. The first ever 28nm part from Qualcomm was the Snapdragon S4 MSM8260A that is now more than a year old and a relatively obsolete product.

Less than a year after the first 28nm product Qualcomm followed up with the Snapdragon 600 that is shipping in millions of high end devices right now. In a month or two it plans to release Snapdragon 800 based on new Krait 400 core and add a new core and get even better performance.

The next step is the 20nm core that should start shipping before the end of 1H 2014. We would not be surprised to see 20nm Krait demoed at CES 2014 already in January, see more of it at the Mobile World Congress in February and the volume shipment to follow in early Q2 2014. This is the expected schedule and not something we got from Qualcomm.

The only official world we got is that the new generation traditionally comes 18 to 24 months after the first iteration of a current one. This can give you an idea that Tegra 5, codenamed Logan, should show up at a similar time, along with Samsung’s 20nm Exynos.

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Qualcomm surpasses AMD

It’s no secret that the mobile boom is taking a toll on makers of PC components and AMD is one of them. According to data from IC Insights, Qualcomm and Samsung have managed to pass AMD in microprocessor sales last year.

Intel still dominates the market, with $36.9 billion sales and a 65.3 percent market share. However, Qualcomm has managed to squeeze into second spot, with $5.3 billion in sales and a 9.4 percent share. Samsung ranked third, with $4.66 in sales and an 8.2 percent market share. Qualcomm and Samsung also recorded plenty of growth, 28 and 78 percent respectively.

However, AMD slumped 21 percent to take 6.4 percent of the market, with $3.6 billion in sales. It was still ahead of Freescale and Nvidia, as well as Texas Instruments and ST Ericsson.

It should be noted that about 83 percent of Samsung’s revenue came from chips churned out for Apple. In other words, had Apple built the chips on its own, it would have tied with AMD for the third spot.

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Qualcomm Releases New S4 Processors

Qualcomm has announced a slew of Krait-based Snapdragon system-on-chips (SoC) processors to fit in its S1 and S4 performance classes.

Qualcomm’s Snapdragon range of SoC chips have proven to be extremely popular in smartphones and tablets, however the firm is facing a growing challenge from Texas Instruments and Nvidia. Coming little over a week after Nvidia revealed its quad-core Tegra 3 processor, Qualcomm has announced eight Snapdragon S4 processors and four Snapdragon S1 processors.

Since Qualcomm showed off the Krait architecture in February with three chips, the firm has not extended its headline S4 range of processors. Now it has added eight SKUs, with models including the MSM8660A, MSM8260A, MSM8630, MSM8230, MSM8627, MSM8227, APQ8060A and APQ8030. Qualcomm was cagey about when devices sporting these chips will appear, only mentioning an early 2012 timeframe.

Perhaps more important for Qualcomm’s sales figures are its entry level Snapdragon S1 chips. The four new chips in this category are the MSM7225A, MSM7625A, MSM7227A and MSM7627A models, with the firm claiming that they have been optimised for those OEM customers that are making the transition from 2G to 3G devices.

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