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Is Qualcomm Back in The Black?

July 25, 2016 by  
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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

Qualcomm Debuts NextGen Adreno

August 24, 2015 by  
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Qualcomm has announced its next-generation Adreno GPU architecture, promising major improvements to performance, power efficiency and user experience in its upcoming Snapdragon processors.

The first two GPUs available on the new architecture, the Adreno 530 and Adreno 510, will be available integrated with the forthcoming Snapdragon 820 and Snapdragon 620/618 processors, Qualcomm said, and are claimed to “maximize battery life”.

The new GPUs are the successors to the Adreno 4xx family and are claimed to be the “highest-performance GPU ever designed by Qualcomm”, providing 40 percent lower power consumption and 40 percent faster performance for graphics and GPGPU compute when compared with the Adreno 430.

They will also support OpenGL ES 3.1+ Android Extension Pack, Renderscript, as well as the new OpenCL 2.0 and Vulkan APIs.

Other features include support for 64-bit virtual addressing, allowing shared virtual memory and efficient co-processing with 64 bit CPUs, along with improved fine-grain power management, and new rendering, compositing and compression techniques to enable higher performance at lower power consumption and reduced DRAM bandwidth.

The chip company also announced a new 14-bit Qualcomm Spectra image signal processing (ISP) unit, which will also debut in the Snapdragon 820. It is designed to support DSLR-quality photography and enhanced computer vision, Qualcomm said.

This will bring better camera and imaging technology to upcoming Android devices, Qualcomm said, such as more natural skin tones via 14-bit dual ISP units supporting up to three simultaneous cameras – for example, one facing the user, and two rear facing – and up to 25MP at 30 frames per-second with zero shutter lag.

Qualcomm VP of product management Tim Leland said: “Qualcomm Spectra ISP, together with our Adreno 5xx-class GPU, brings an entirely new level of imaging to smartphones, and is designed to allow Snapdragon-powered devices to capture ultra-clear, vivid photos and videos regardless of motion and lighting conditions and display them with the color accuracy that nature intended.”

Devices based on Snapdragon 820 that feature the new GPU and ISP are expected to be available in the first half of next year.

The specs for Qualcomm’s upcoming Snapdragon 820 mobile processor leaked last week ahead of its rumored launch later in August.

The chip was expected to be officially unveiled later this month, but an analyst called Pan Jiutang let the cat out of the bag, posting some slides on Weibo on Wednesday that revealed pretty detailed specifications.

The slides might not be 100 percent legit, but are in line with many other rumors circulating at the moment, and most likely accurate. It shows that the Snapdragon 820 sports the newer Hydra CPU which is claimed to be 35 percent faster than Qualcomm’s current 810 processor.

This better use of power is a result of the chip’s new 14nm manufacturing process, which is much smaller than with the 20nm Snapdragon 810.

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Will Qualcomm Give Some Workers The Boot?

July 23, 2015 by  
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Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.

The company, according to our well informed industry sources, will announce this during the upcoming Qualcomm Q3 FY15 earnings conference call that Is scheduled for July 22. We could not find out which jobs will be affected, but we expect that the company will shad more light on it during the call.

In December 2014 the company announced that it would slash some 900 jobs and it ended up slashing roughly 1,500 jobs. This will be the first major announcement and it comes at a bad time, as the company’s sales numbers are not that great. Qualcomm lost its highest end customer, Samsung, and companies like HTC who are using the Snapdragon 810 are not too happy about company’s highest end SoC offering.

Qualcomm has around 31,300 employees, which is still not that much considering that Intel has some 100,000, but its main SoC competitor, MediaTek, has just over 10,000 employees making its operational costs much smaller.

If the number of employees 31,300 didn’t change in recent months, slashing 4,000 jobs would mean cutting the 12.8 percent of the workforce. This is a major adjustment, no question about it.

Still, we believe that the server division will start making some money in 2016 and the new Snapdragon 820 is expected to start shipping later this year. In the long run, the company is more than fine, it is just that the competitors have changed from Nvidia and Intel to MediaTek.

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Qualcomm Has No Plans To Split

July 16, 2015 by  
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US chipmaker Qualcomm has told the world that it will not be dumping its “essentially useless chip making” business.

Hedge fund Jana Partners said in April that Qualcomm would make a pile more dosh if it just stuck to being a patent troll and stopped trying to flog “essentially worthless” chips.

Apparently Qualcomm thought about it. Executive Chairman Paul Jacobs the idea has been talked about for a long time, but came to the conclusion that the status quo contained a lot more “synergies.” Apparently synergies are a good thing to have about the place, particularly if you have a breeding pair.

Jacobs was less optimistic about Jana Partners’ idea which was apparently full of dis-synergies which might eat the synergies – or just diss them in public.

Executive Chairman Paul Jacobs said all this intensifying industry competition was not enough to spin off his chip business from its patent-licensing business.

Jacobs said, however, that the company is always evaluating its options and that the situation could change in the future, so maybe there a future for a Qualcomm troll walloping other companies with dis-synergies.

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Qualcomm Strengthens IoT Lineup

June 5, 2015 by  
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Qualcomm is wedging its foot more firmly in the Internet of Things (IoT) door by announcing a range of moves to secure its position in the market.

The first announcement sees the firm expanding its Internet of Everything (IoE) platform with the addition of six new ecosystem providers: Ayla Networks, Exosite, Kii, Proximetry, Temboo and Xively by LogMeIn.

“This will further simplify the development of devices that use WiFi to connect to the IoE by increasing cloud service flexibility and making these solutions available in a broader global reach,” Qualcomm said.

Qualcomm has also introduced two connectivity solutions, the QCA401x and QCA4531, which bring WiFi capabilities to connect products across development platforms and “give customers an expedited and cost-effective path to deployment”.

The QCA401x is designed to ease manufacturer demand for increased computing and memory while lowering size, cost and power consumption, Qualcomm said.

It features a fully integrated micro controller unit with up to 800KB of on-chip memory and an expanded set of interfaces to directly interconnect with sensors, display and actuators, further reducing system cost, size and complexity.

The QCA401x also includes a suite of communication protocols including Wi-Fi, IPv6, and HTTP, as well as an advanced security feature designed to maximise security in IoT devices.

The QCA4531 is a low-cost turnkey solution that brings high-performance connectivity with a user-programmable Linux/OpenWRT environment.

It is designed to serve as an IoT node taking advantage of the Linux framework and as a hub to enable an IoT Ecosystem.

“As the [IoT] ecosystem expands, the QCA4531 is ideal for multi-protocol bridging and communication, bringing together multiple wireless medium and bridging between different ecosystems,” said Qualcomm.

The QCA4531 can function as an Access Point supporting up to 16 simultaneous devices, and is also power-optimised to enable appliances to meet international standards for energy efficiency.

The firm also banged on about the development of its subsidiaries Qualcomm Technologies, Qualcomm Atheros, Qualcomm Life, and Qualcomm Connected Experiences, and their progress across its range of IoT technologies.

Broadly, this includes an increased focus on providing better connectivity in the smart home with the AllSeen Alliance, as well as the development of more wearables in more countries, deploying more connected cars, more active engagements in smart city developments and partnering with more customers for connected healthcare.

“Driven by the significant growth and diversity of interconnected devices, Qualcomm companies are delivering the solutions and collaborating with technology leaders to empower manufacturers to create the best connected experiences in homes, businesses, cars and cities,” the firm said.

Qualcomm also announced additional features in its AllPlay smart media platform, including Bluetooth to WiFi re-streaming, custom audio settings and optimised synchronisation. The new AllPlay feature combines Bluetooth and WiFi for “whole home streaming”.

This means that all local or cloud-based music on a consumer’s smartphone can be streamed to any Bluetooth-compatible AllPlay speaker and then re-streamed over WiFi to multiple AllPlay speakers, all in sync.

This allows simple wireless connectivity to individual speakers or an entire home audio system over the user’s existing home WiFi network, providing an advantage over Bluetooth-only speakers which are limited to one-to-one streaming.

“The range and capacity of WiFi, coupled with the ubiquity of Bluetooth, is a game-changing combination for manufacturers and consumers alike,” said Sy Choudhury, senior director of product management at Qualcomm.

“AllPlay device manufacturers like Hitachi and Monster can now offer their customers more connectivity options and access to myriad streaming services throughout their home with this new capability.”

Qualcomm announced last month that it has teamed up with Dutch semiconductor maker NXP to bolster its near field communication offering, expanding the technology outside the smartphone and into IoT devices.

NXP’s embedded secure element will be integrated across Qualcomm’s Snapdragon 800, 600, 400 and 200 processor-based platforms.

The new offering features a module variant derived from the recently launched NXP PN66T NQ220 module, now named the NQ220.

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