Digi Times — Foundry chipmaker TSMC has been actively pursuing 16nm FinFET chip orders in order to gain a majority of market share in the FinFET segment starting 2016, according to market sources. While securing a portion of Apple’s A9 chip orders, TSMC with its 16nm FinFET node has also obtained orders from AMD, Avago, Broadcom, HiSilicon Technologies, LG Electronics, MediaTek, Nvidia and Xilinx. The foundry is looking to aggressively ramp up its market share in the FinFET segment, the sources indicated.
Leading mobile phone chip suppliers have seen the impact of a price war that has led to consolidation in the sector, according to Shanghai’s China Business News. Taiwan-based chip designer MediaTek recorded a 13% year-on-year sales decline and a 49.2% drop in net profits when reporting its second-quarter results, while US-based Qualcomm saw sales and net profit drop 14% and 47%, respectively, during its fiscal third quarter, the paper said.
Digi Times — Shipments of smartphone application processors in the China market are expected to grow 9.7% and 16% on quarter, respectively, in the third and fourth quarters of 2015, according to Digitimes Research. Overall, China’s smartphone-use AP shipments will increase 23.5% on year to 300 million units in the second half of 2015, Digitimes Research estimated.
Digi Times — The global smartphone applications processor (AP) market registered a solid 20% year-over-year growth to reach US$5.3 billion in the first quarter of 2015, according to Strategy Analytics. Qualcomm, Apple, MediaTek, Samsung LSI and Spreadtrum grabbed the top-five revenue spots in the global smartphone AP market in the first quarter of 2015, said Strategy Analytics.
Times of India — SAN FRANCISCO: Tumbling markets and economic uncertainty in China pose a risk to major chipmakers such as Qualcomm that derive a big portion of their sales from the world’s second-largest economy. Consumer electronics giant Apple could also be vulnerable – 17% of the company’s overall revenue last fiscal year came from China, and in the most recent quarter it sold more iPhones in the country than in the United States for the first time.
Times of India — LONDON: In a bid to provide affordable internet access to all, Bharti has acquired a minority stake in OneWeb, which plans to offer communication services using satellites by 2019. OneWeb has received $500 million for the project from its investors and plans to launch services by 2019. OneWeb, founded in 2012, is building a communication network with an initial constellation of 648 low earth orbit satellites. Investors in the company include Qualcomm Inc, Virgin Group, Airbus Group and Coca-Cola Company.
Digi Times — Semiconductor Manufacturing International (SMIC), China’s top foundry chipmaker, has announced plans to form a joint venture with Huawei, Qualcomm, and nano-electronics research institute Imec. The JV company, dubbed SMIC Advanced Technology Research & Development (Shanghai), will focus on R&D to build advanced CMOS technologies and establish China’s home-grown 14nm and beyond process technologies.
ZTE Corporation, a major international provider of telecommunications, enterprise and consumer technology solutions for the Mobile Internet, is pleased to support China Mobile in the deployment of 3-Carrier Aggregation 4G LTE-A (LTE-Advanced) service based on CAT 9 devices. With the new China Mobile 3-CA service in Guangzhou, users with CAT 9 devices powered by Qualcomm® Snapdragon™ 810 processor with X10 LTE may enjoy downlink data rates of over 300Mbps, more than triple the speeds of existing TD-LTE networks.
Chipmaker Qualcomm, known for its product Snapdragon in smartphones, expects major deals to come through the Government’s Digital India and Smart Cities programmes. The company is also working on Internet of things (IoT), which it says would be big booster after smartphone sales. In an interview to BusinessLine, Sandeep Sibal, Country Manager and Vice-President (Business Development), Qualcomm India and South Asia, shares his views. Excerpts:
Qualcomm may not serve as one of the top-five clients for Taiwan Semiconductor Manufacturing Company (TSMC) in the second half of 2015 as the US-based chipmaker has placed more 14nm orders with Samsung Electronics, while giving more 28nm orders to United Microelectronics Corporation (UMC) and Semiconductor Manufacturing International Corporation (SMIC), according to industry sources. Qualcomm’s decision may aim to reduce its reliance on TSMC and to avoid its previous experience of not being able to gain enough 28nm foundry capacity from TSMC, the sources noted.
China-based telecom equipment vendor Huawei Technologies has announced the completion of LTE CAT (category) 11 terminal testing through cooperation with Qualcomm, with a maximum download speed of 600Mbps using 3CC (3-carrier) CA (carrier aggregation) and 256QAM (quadrature amplitude modulation) technologies. Many LTE operators around the world have begun to upgrade technology from CAT 4 version to CAT 6 or CAT 9 based on CA technology. In the China LTE market, China Mobile is upgrading 4G networks from CAT 4 to CAT 6 using CA technology and testing CAT 9.
Leading telecom chipmaker Qualcomm is speeding up its development of 4G product lines and is scheduled to introduce a new chip with advanced carrier aggregation technology Cat 10 before the first half of this year, reports our Chinese-language sister paper Commercial Times. It took eight years for the Chinese market to reach 100 million 3G users but it has only taken one year to get to 100 million 4G users. This is the result of the rapid growth in mobile internet demand in the country, Qualcomm China head Wang Xiang said at the company’s innovation summit in Beijing on April 27.
US chipmaker Qualcomm is making every effort to minimize the negative impact of its record fine of US$975 million for antitrust violations in China, reports Sina’s tech news portal. The reports said Qualcomm’s first mission is to begin collecting royalties in China again, as many clients delayed their royalty payments due to the then unsettled antitrust investigation which may be worth hundreds of millions of dollars.
Qualcomm, which is believed to have lost processor orders for the Galaxy S6 series smartphones from Samsung Electronics, is vying for orders for the upcoming Galaxy Note 5, according to industry sources. The recently-introduced Galaxy S6 flagship smartphones are powered by Samsung-designed Exynos processors, and did not come with two versions as what the previous-generation Galaxy S4 has, the sources said.
Qualcomm could face another regulatory headache in China, this time over a trademark dispute with a Chinese company that is asking the local government to intervene and fine the U.S. company US$100 billion for alleged infringement. Last month, the chip company agreed to pay Chinese authorities a US$975 million fine for alleged monopolistic business practices relating to its patent licensing business. Both Shanghai-based Genitop and Qualcomm have been battling over the trademark “Gaotong”, which the two companies use as their Chinese brand names.
Qualcomm is expected to play a more important role than MediaTek for smartphone production in China in 2015 as China-based smartphone vendors are seeking to ramp up their share in the international space, according to industry sources. More China-based vendors are likely to choose chipset solutions from Qualcomm as they will further strengthen the price/performance ratio of their smartphones by using more advanced chipsets, and therefore will place MediaTek at a disadvantage, said the sources.
Chinese telecom giant Huawei Technologies Co. Ltd. along with U.S.-based semiconductor company Qualcomm Technologies, Inc. and British mobile network operator EE Ltd recently announced the demonstration of an LTE category 9 wireless technology at Wembley Stadium in London. Opened in 2007, Wembley has 90,000 seats and is considered the second largest stadium in Europe. It also hosts major football matches, including England’s national football team home matches.
SHANGHAI: Bill Gates, Microsoft Corp’s former CEO, met with China’s technology minister this week, said a Friday statement on the ministry website, days after U.S. tech groups expressed concerns over Chinese regulation damaging their businesses. In the meeting with China’s Minister of Science and Technology Wan Gang, in which Gates was representing the philanthropic Bill and Melinda Gates Foundation, the two discussed cooperating on technology and “innovative development”, Friday’s statement said.
BEIJING: Last summer, lawyers from Chinese telecoms gear maker ZTE Corp began writing to half a dozen local handset makers it believed used its patents. Its message was simple: it’s time to pay up. ZTE’s efforts to collect patent royalties – months ahead of Qualcomm Inc’s China antitrust settlement this week, according to people with knowledge of the matter – shows how that deal has already changed the way China’s booming smartphone industry does business.
Just days after settling with the Chinese government over claims it abused its market dominance, Qualcomm may be investigated in South Korea over the same issue. South Korea’s Fair Trade Commission is considering an investigation into Qualcomm’s business practices, the Wall Street Journal reported, but did not provide additional details. A Qualcomm spokesman declined to comment.