Was ist bei Qualcomm los? (Seite 20)

[R-BgO]

Digitimes Research: Qualcomm rethinks AP development strategy
Eric Lin, DIGITIMES Research, Taipei [Thursday 17 April 2014]


Qualcomm has received recognition from brand vendors for its mobile application processors (APs) based on its in-house developed architecture. However, its competitors have started to pick up their pace in releasing new products, and the CPU cores have become less important in SoC products. Amid such developments in the industry, Qualcomm has been forced to rethink its in-house AP development.

Qualcomm has been using its asynchronous Symmetrical Multi-Processing (aSMP) technology to build multi-core processors. With the technology, each core can function independently, providing reasonable performance and power consumption without the need for substantial integration of processor cores. It has helped Qualcomm products stay popular in the market.

However, ARM has also integrated a similar technology into its processor design and has been improving its structures rapidly. Qualcomm's in-house R&D is now hardly able to keep up with the pace. As a result, in addition to mid-range and entry-level product lines, Qualcomm has also decided to start adopting ARM's native structure design for its high-end products, Digitimes Research explains.

[soleil1504]

IMO a must reed:
Qualcomm: A Huge New Frontier Makes It A Shrewd Buy
Mar. 14, 2014 3:30 AM ET |- by Cheryl Swanson
http://seekingalpha.com/article/2088563-qualcomm-a-huge-new-…

[R-BgO]

habe #40 mal zum Anlaß genommen, jetzt auch auf Thread: Broadcom - Steht uns ein explosiver Ausbruch bevor? zu achten...

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LTE dominance raises Qualcomm baseband market share to two thirds in 3Q13, says Strategy Analytics

Press release; Jessie Shen, DIGITIMES [Monday 23 December 2013]


The global cellular baseband processor market grew 10.3% on year to reach US$4.9 billion in the third quarter of 2013, according to Strategy Analytics.

Qualcomm, MediaTek, Intel, Spreadtrum, and Broadcom captured the top-five revenue share spots in the cellular baseband processor market in the third quarter of 2013, said Strategy Analytics. Qualcomm maintained its dominance with 66% revenue share, followed by MediaTek with 12% revenue share and Intel with 7% revenue share.

"Qualcomm's baseband revenue share increased to 66% in Q3 2013, thanks to its stranglehold on the LTE baseband market. Over the last four years, Qualcomm spent US$14 billion on R&D, which helped the company to gain over 95% revenue share in the LTE baseband segment. While Qualcomm's LTE baseband technology and market share leadership are unquestioned, we believe that certain competitors' products are production-ready and have the potential to take share from Qualcomm in 2014, especially in the mid-to-low tier," said Strategy Analytics senior analyst Sravan Kundojjala.

"Broadcom has the potential to emerge as a key LTE alternative to Qualcomm in 2014," commented Stuart Robinson, director of Strategy Analytics' handset component technologies service. "Broadcom is still a minor player in the baseband market and cannot afford any missteps as the year 2014 is shaping up to be an important one for the company. Strategy Analytics believes that only a successful LTE execution in 2014 will secure the long-term outlook for Broadcom's Mobile & Wireless business division."

"Low-cost Chinese baseband suppliers RDA Microelectronics and Spreadtrum, both of which recently received buyout offers from state-owned Tsinghua Unigroup, together ranked number two in baseband unit share terms in Q3 2013," noted Christopher Taylor, director of Strategy Analytics' RF and wireless component service. "With its low-cost advantage and strong financial back up from Tsinghua, RDA and Spreadtrum's combination has the potential to take on global players such as Qualcomm."

[soleil1504]

Broadcom and Qualcomm Are on a Collision Course
By Ashraf Eassa | December 16, 2013 |
http://www.fool.com/investing/general/2013/12/16/broadcom-an…

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http://www.institutionalinvestor.com/blogarticle/3282549/Blo…

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aufgestockt

[toxrocks]

Keine Aktivitäten hier? Sieht doch recht gut aus aktuell im Markt. Auch andere Chiphersteller, wie Dialog Semiconductor laufen gut derzeit. Heute wird Apple das neue Flagschiff vorstellen und ich könnte mir vorstellen, dass Qualcomm da sogar auch einen Chip mit drin hat. Wir werden sehen. Ich werde die Gewinne erstmal laufen lassen.

[hinkelstone]

11.04.2013

Barclays senkt US-Halbleiterwerte auf 'Neutral'

NEW YORK - Barclays hat den US-Halbleitersektor von 'Positive' auf 'Neutral' abgestuft. Das Wachstum der Branche sei viel niedriger als von vielen gedacht, schrieb Analyst Blayne Curtis in einer Studie vom Donnerstag. Der Experte sprach von einem geringen, prozentual einstelligen Wert im Vergleich zum Trend der vergangenen Jahre von sieben bis acht Prozent.

Wenngleich sich das Konjunkturumfeld aufhelle, seien die Chancen für eine deutliche Gewinnerholung aufgrund des niedrigen Wachstumsprofils des Sektors gering, fuhr der Experte fort. Daher erschienen viele Halbleiterwerte vergleichsweise teuer. Curtis empfiehlt nur Titel mit spezifischen Wachstums- und Kurstreibern. Mit Blick auf die Berichtssaison zählen Qualcomm , Cavium , NXP Semiconductors sowie RF Micro Devices zu seinen 'Top Picks'.


/mis/ag
dpa-AFX

[toxrocks]

Dividende nochmal erhöht. Marktführerschaft abgesichert mit dem Snapdragon 800. Und der Smartphone-Markt in den Schwellenländern hat auch noch großes Potential. Ich glaube, man muss sich keine Sorgen machen.