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m00nshine
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Manager
re: Qualcomm, Broadcom rise in chip vendor ranking
m00nshine   4/10/2013 1:36:29 AM
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Actually, I see no foundry? So samsung presented here does not include foundry business? Often I find these comparisons and rankings more of confusing than useful or interesting

m00nshine
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Manager
re: Qualcomm, Broadcom rise in chip vendor ranking
m00nshine   4/9/2013 6:55:54 PM
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Wow, globalfoundries not even listed? Just contained inside "others"??

Hughston
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CEO
re: Qualcomm, Broadcom rise in chip vendor ranking
Hughston   4/8/2013 2:24:09 PM
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They're all under pressure now. Next year when the competition increases, they are going to get squeezed on their margins. TI must be feeling it. They have some good power management parts for the wireless space but that's not where the margins are.

Hughston
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CEO
re: Qualcomm, Broadcom rise in chip vendor ranking
Hughston   4/8/2013 2:18:48 PM
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Intel was selling the PXA processors for less than cost but they need to get in the wireless and tablet spaces with their products. Their earlier efforts at diversifying their product portfolios went poorly because it's simply more efficient to make a lot of a few IC products like with PCs. Your margins drop when you have a big mix of low volume products. Buying Infineon is a desperate effort to become a wireless chip company. After all, look who's gaining every year. Look who has the highest market cap. Qualcomm. Intel has a good IC process but they need good chips. They will have something.

Bruzzer
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Rookie
re: Qualcomm, Broadcom rise in chip vendor ranking
Bruzzer   4/8/2013 2:41:51 AM
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Why is Gartner 2011 and 2012 revenue for Intel less than Intel's reported revenue for these years? Does Gartner semi leave some Intel revenue out and what is it? Mike Bruzzone Camp Marketing

Pete.Kuan
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Rookie
re: Qualcomm, Broadcom rise in chip vendor ranking
Pete.Kuan   4/5/2013 8:24:51 AM
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The biggest problem in Intel is their skin deepth marketing. They sold Xscale department to Marvell with a very cheap price four years ago and now they paid unbelieveable price to acquire Infenion, why? Intel is panic now but their bureaucracy blocked at their roadmap. Intel tried to restrucking to a turn-key ASIC solution provider but the point is where to find big customers? Apple? No, Apple is stucked at Samsung and Apple will not pull out from Samsung because Apple really wants AMOLED screen made by Samsung. Nokia? No, Nokia is not big enough at this time for Intel. Whom else? I dont, you tell me.

eewiz
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CEO
re: Qualcomm, Broadcom rise in chip vendor ranking
eewiz   4/4/2013 8:26:10 AM
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Is there any data on the royalty vs chip sales revenue for qualcomm?

dynamited77
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Rookie
re: Qualcomm, Broadcom rise in chip vendor ranking
dynamited77   4/3/2013 10:39:52 PM
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To say Intel's 3% decline was due to poor product mix while the overall market was down by nearly the same proportion defies logic and in fact may have more to do with macro-economic trends in 2012.

US Made
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Rookie
re: Qualcomm, Broadcom rise in chip vendor ranking
US Made   4/3/2013 10:03:31 PM
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Glad to see some US companies doing well on real innovation, development and continue grow.



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