I think Taiwan's ODMs could play a big role in the mobile mania heating up over the next few years as the definitions of PCs, handsets and tablets blur.
LOS ANGELES. – I am sitting on a plane to San Diego looking out over the Pacific Ocean and wondering what it feels like in Taipei.
The Computex event is in high gear. Booth babes are showing off tablets of every type. In competing press conferences, chip vendors are positioning themselves at the vanguard of mobile computing. And I thought there was a lot of smog over L.A.!
I am headed to San Diego for Qualcomm's Uplinq event, about to get an earful from one of the largest of about a dozen ARM SoC vendors angling for a slice of the growing mobile bonanza. My top questions for Qualcomm are what are they planning around Windows 8, what's their perspective on LTE and when will they use through silicon vias.
I would love to hear what questions you have for Qualcomm. More broadly, I would love to hear what you think about this diverse set of ARM mobile SoC licensees.
I have heard top Taiwan ODMs tell me it is very hard to tell which of these chip makers to partner with—Freescale, Marvell, Nvidia, Qualcomm, Texas Instrument or even Samsung. Intel execs recently said Microsoft plans four versions of Windows 8 for ARM SoCs. I wonder which four they will choose.
Ultrabooks--Intel's concept of next-generation thin, low power laptops-- are one of the big topics at Computex this year. I'd love to hear from people on the ground at Computex if they think Ultrabooks are real, or just more smog from a company known for tossing out new systems concepts like so many paper coffee cups after a business meeting.
More broadly, I'd love to hear from anyone at Computex right now about what you are seeing, what you are not seeing and what you are reading between the lines. (Thanks to our contributer who has provided one viewpoint.) I am especially interested in what role you think Taiwan's ODMs will play in the ongoing mobile mania.
I think it's going to be a big one. But then I am almost 30,000 feet above ground, and many thousands of miles away from Taipei on the other side of the Pacific Ocean.