Globalfoundries is striving to be among the major contract chipmakers of Qualcomm and Apple, vying for 14nm chip orders from the two vendors, according to industry sources. Globalfoundries has successfully obtained 14nm chip orders from AMD, previously the parent company of the foundry, said the sources. AMD also has 20nm and 28nm chips made at Globalfoundries.
American semiconductor company Qualcomm recently confirmed that they will sell their Mirasol panel plant in Longtan, Taiwan, to Taiwanese local foundry TSMC. Mirasol panel manufacturing was a business under Qualcomm MEMS Technologies, a subsidiary of Qualcomm, and it was once considered a breakthrough LCD panel product. However, the related business expansion was not smooth. Early in 2012, the Mirasol panel plant reportedly halted production.
Despite years of enthusiasm for wireless charging technology, the market for wireless charging applications remains undesirable. Digitimes recently held a chat with Mark Hunsicker, senior director of wireless power solutions at Qualcomm, to learn more about the latest development of wireless charging technology and related business opportunities for chipset vendors.
Qualcomm wants to enter the server market, but it won’t do it alone, and will tap expertise in China to build the low-power chips. “We’re going to work with Chinese companies to bring that technology and in fact co-develop that technology with Chinese companies,” said Qualcomm executive chairman Paul Jacobs on Thursday. Jacobs made the comment while speaking at the World Internet Conference in Wuzhen, China. Qualcomm is best known as a maker of smartphone processors based on chip architecture from ARM Holdings, but the company wants to take a crack at the server market, which rival Intel has long dominated.
In addition to CPUs from Intel, Asustek Computer is said to be planning to develop second-generation ZenFone smartphones using Qualcomm’s solutions for 2015, according to sources from smartphone component makers, which added that Asustek is possibility looking to push Intel to cut prices on its third-generation platform. Asustek declined to comment about the news, while Intel pointed out that it will continue to provide subsidies to partners to help them cut costs.
United Microelectronics Corporation (UMC) has obtained orders for 5-band 10-mode LTE chips based on a 28nm process from Qualcomm, with shipments to begin in the fourth quarter of 2014, according to industry sources. The 28nm 4G LTE chips are to be used for the production of iPhone 6 devices, indicating that UMC is expected to continue to receive more follow-up orders from Qualcomm later, said the sources.
NEW DELHI: Eyeing the higher margin premium smartphone market in India, MediaTek today unveiled its 4G LTE chipset ‘MT6595′ through which the chip maker aims to take on its rival Qualcomm’s Snapdragon 800 chipset family. The Taiwan-headquartered firm claims the chip is world’s first octa-core 4G LTE System on Chip (SoC), which was first announced in February this year.
In the China market, China-based vendors have a significant advantage in pricing for TD-LTE smartphones compared with international vendors and therefore are seeing combined shipments that soon stand a chance of exceeding international vendors, according to China-based handset supply chain makers. Qualcomm, Marvell, Taiwan-based MediaTek and China-based Spreadtrum Communications have offered multi-mode and multi-band TD-LTE chips solutions in hot price competition, the sources said.
Prices of entry-level 4G smartphone solutions have dropped to US$8-9 per unit recently and could slip to US$6-7 in the first half of 2015 as chipset solution vendors are applying aggressive pricing in order to land design-wins for smartphones to be released in early 2015, according to industry sources. MediaTek, Marvell Technology and Broadcom have cut prices of their 4G 32-bit quad-core solutions to US$8-9 after Qualcomm unveiled its Snapdragon 210, priced at US$9, said the sources.
Qualcomm is being urged by a top Chinese regulator to make money in the country in tandem with its local partners. On Wednesday, Lu Wei, the head of China’s State Internet Information Office, weighed in on the country’s anti-monopoly investigation into Qualcomm. He was speaking at a panel during a World Economic Forum event in Tianjin, China, where Qualcomm’s executive chairman Paul Jacobs was also among the speakers.
Mainly because Qualcomm has offered an inexpensive 4G chip solution to compete with Taiwan-based MediaTek and market competition for 4G smartphones among China-based vendors has been heating up, prices for a 4G smartphone have dropped to below US$200 and are expected to further slip to below US$100 in the first half of 2015, according to Taiwan-based supply chain makers.
HONG KONG: Qualcomm’s latest 210 Snapdragon processor will power sub-$100 4G-enabled smartphones by the middle of next year as the US chipmaker gets into a segment that is expected to see strong growth. Larry Paulson, vice president, product management, told ET that his company was working with several Indian handset manufacturers to develop reference designs to bring out the entry-level 4G devices next year.
[SAN FRANCISCO] Nvidia Corp has sued rival chipmakers Qualcomm and Samsung Electronics, accusing both companies of infringing its patents on graphics processing technology. The US chipmaker vies with Qualcomm in the business of providing chips for smartphones and tablets. It said on Thursday that Qualcomm and Samsung had used Nvidia’s patented technologies without a license in Samsung’s mobile devices, including the just-launched Galaxy Note 4 and Galaxy Note Edge.
Qualcomm and MediaTek reportedly are each holding a new round of negotiations with United Microelectronic Corporation (UMC) in order to gain an additional capacity for 28nm chips made using its PolySiON process, according to industry sources. Tight production for 28nm chips at Taiwan Semiconductor Manufacturing Company (TSMC) and Globalfoundries’ plan to shift to its HKMG process have forced the two chipset solution vendors to seek additional capacity at UMC, the sources explained.
While Uber has hit its toughest regulatory road block yet in Seoul, last-mile delivery service Naldo pushes forward with its plan to upend South Korea’s logistics industry. The company last week received an undisclosed series A round from Softbank Ventures Korea and Qualcomm Ventures. Tech in Asia soon after caught up with founder Ludolf Ebner to get the lowdown on his startup.
More and more money is pouring into funds specifically for Asia-based startups. Today San Diego-based mobile chip manufacturer Qualcomm announced it has established a US$150 million fund for startups based in China (hat-tip The Next Web). Despite being best known as a maker of chips and telecom equipment Qualcomm is no stranger to startup investments. In China, its been actively funding young companies for ten years, and currently boasts companies like phonemaker Xiaomi, mobile app makers Dolphin Browser, and Uber-esque limo-on-demand app Yongche among its roster of investments.
Taiwan Semiconductor Manufacturing Company (TSMC) should support MediaTek with its technology and production capacity to counter the alliance between Samsung Electronics and Qualcomm in order to prevail in the 14/16nm segment. TSMC chairman Morris Chang admitted recently that TSMC will lose out to competitors in the 14/16nm process segment in terms of market share in 2015 before regaining its leading market position in 2016-2017.
Qualcomm, a leading player in terms of LTE technologies, started supplying LTE solutions to markets worldwide including China in 2013. But because of regulations and issues over licensing issues, China’s LTE service started later than most of the developed countries. At the same time, restrictions from the China-dedveloped TD-SCDMA standard and policies over multi-mode support also limited the number of chipmakers who were able to enter China’s LTE chip supply chain initially.
Qualcomm plans to sell its first batch of smartphone chips customized for the Chinese market later this year. David Tokunaga, Qualcomm’s senior director for product management, said at Computex Taipei that Qualcomm’s three types of chip sets, which were launched in February 2014, will be first applied to Chinese mobile phones. Tokunaga also said that in the second half of 2014, the company will launch the first batch of products customized for the Chinese market.
Qualcomm reportedly plans to shift its 20nm process orders from Taiwan Semiconductor Manufacturing Company (TSMC) to Samsung Electronics or Globalfoundries, according to industry sources. Qualcomm’s move comes after TSMC began volume production of Apple’s A8 processors based on advanced 20nm process in the second quarter of 2014 and has thus allocated much technological resources to the production – a favor with Apple that has upset Qualcomm, currently TSMC’s largest client, the sources explained.