Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
michigan0
User Rank
CEO
re: Qualcomm sees 28-nm capacity crunch through 2012
michigan0   7/24/2012 11:21:41 PM
NO RATINGS
Paul Jacobs, Qualcomm chairman and CEO, said the company is “disappointed that it could not secure enough capacity to meet strong demand 28nm product”. In my opinion it is not capacity issue, but device performance issue because some time ago Mr. Jacobs made a similar statement that it has a strong demand for its Snapdragon S4 processor chips manufactured by TSMC, but TSMC could not deliver. The Snapdragon chips are originally designed to run the full blown Microsoft OS, Windows 8. In order to run Windows 8 Pro, high speed or high performance is required as well as low power. TSMC’s planar bulk 28nm can’t deliver such low power and high performance because when performance is increased, power or leakage current also increases. On the other hand, significantly lower power and higher performance compared with TSMC’s bulk 28nm are achieved by Intel’s Tri-gate 22nm based Ivy Bridge chips, thus ideal to run on Windows 8. Recently, Microsoft announced to adopt Intel’s Ivy Bridge processor chips to run its Windows 8 and may adopt Qualcomm’s Snapdragon chips for Windows RT which is a striped down version of Window 8. Ivy Bridge chips are in high volume manufacturing today. It is reported that Windows 8 based tablets and ultrathin notebooks become available third quarter this year. Intel’s FD (fully depleted) tri-gate technology is published at 2012 VLSI symposium for the first time and is at least three to four years ahead of its rivals. TSMC has no capacity issues for manufacturing the low power and low performance chips for ARM, but not for Qualcomm Snapdragon chips. That is why Mr. Jacobs is so disappointed. Qualcomm and ARM are engaging in vain with multiple foundries, hoping that they could deliver ultralow power and high performance chips. That is the reason why Mr. Jacobs is even contemplating to have its own fab, even though it is highly unrealistic but what he can do if the multiple foundries can’t deliver?

Luis Sanchez
User Rank
Rookie
re: Qualcomm sees 28-nm capacity crunch through 2012
Luis Sanchez   7/21/2012 2:18:15 PM
NO RATINGS
And... which of the Qualcomm products belong to the 28nm process? Which are the Qualcomm's products on a low supply? I suppose this directly impact some mobile phone manufacturers which depend on their chips. But certainly this has to be only for this and perhaps the upcoming quarter. Unless this isn't enough time to make the new foundries capable of producing their chips. Last I heard this was an enormous job meaning it would take a long time. Around how long would this take?

banana.republic
User Rank
Rookie
re: Qualcomm sees 28-nm capacity crunch through 2012
banana.republic   7/20/2012 2:24:06 PM
NO RATINGS
Rick, you giant turkey, Qualcomm makes 14% operating profit margin on its chips. Still best in class, but way below 25%.

rick merritt
User Rank
Author
re: Qualcomm sees 28-nm capacity crunch through 2012
rick merritt   7/19/2012 4:04:37 AM
NO RATINGS
Even in a supply constrained situation for its high-end products the company is making something like a 25% profit. Not bad considerting some of its customers struggle to get into double digit net profit percentages.

mcgrathdylan
User Rank
Blogger
re: Qualcomm sees 28-nm capacity crunch through 2012
mcgrathdylan   7/18/2012 11:12:49 PM
NO RATINGS
I don't know that Qualcomm has given a specific date on that, but it sounds like it's been longer than we initially thought. They announced in April that they had engaged other foundries, but I suspect it was a while before that. Mollenkopf made a comment on the call to the effect that Qualcomm typically works with multiple foundries at any given time. Seems like the strategy of casting a wider net is going to continue. But Qualcomm execs said, as they have said before, that they need to do a better job of anticipating demand at new technology nodes and planning for it.

SiliconAsia
User Rank
Rookie
re: Qualcomm sees 28-nm capacity crunch through 2012
SiliconAsia   7/18/2012 11:12:35 PM
NO RATINGS
Porting the design from one foundry to another is 9-12 months process if everything is going well evenif the process so called compatible to each other. If you face yields and reliability issues in the middle of, it could potentially drag you much longer. So I assumed Qualcomm engaged with the other two foundries at the end of 2011.

markwrob
User Rank
Rookie
re: Qualcomm sees 28-nm capacity crunch through 2012
markwrob   7/18/2012 10:43:12 PM
NO RATINGS
How long has it been since Qualcomm engaged with the other 3 foundries? I'd suspect there really won't be too great an impact to Qcualcomm's sourcing issues yet. Perhaps they got pricing concessions or similar out of TSMC as a result, though that won't show up on their books yet, either. Down the road a little (December?) this could work out well for Qualcomm, though now they will have to juggle libraries and flows for 4 fabs not one. Any "unified" libs and flows will be full of compromises.



Flash Poll
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Want to Present a Paper at ESC Boston 2015?
Max Maxfield
Post a comment
I tell you, I need more hours in each day. If I was having any more fun, there would have to be two of me to handle it all. For example, I just heard that I'm going to be both a speaker ...

Martin Rowe

No 2014 Punkin Chunkin, What Will You Do?
Martin Rowe
Post a comment
American Thanksgiving is next week, and while some people watch (American) football all day, the real competition on TV has become Punkin Chunkin. But there will be no Punkin Chunkin on TV ...

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
9 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Martin Rowe

Book Review: Controlling Radiated Emissions by Design
Martin Rowe
1 Comment
Controlling Radiated Emissions by Design, Third Edition, by Michel Mardiguian. Contributions by Donald L. Sweeney and Roger Swanberg. List price: $89.99 (e-book), $119 (hardcover).