Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
lonecowboy
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
lonecowboy   5/23/2013 5:58:39 PM
NO RATINGS
Go to hell FSL with the Phx monkey shobak

selinz
User Rank
Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
selinz   5/23/2013 4:01:06 AM
NO RATINGS
with all of the focus on Mobile, you'd expect AMD to make a showing there...

chanj0
User Rank
CEO
re: Qualcomm, Samsung pass AMD in microprocessor sales
chanj0   5/22/2013 9:43:32 PM
NO RATINGS
How the categorization is done may drastically change the picture. Do we look at 32 bit and 64 bits only? Or we are looking at the whole spectrum. How do we define supplier? Does supplier require to be able to fabricate? Does supplier require to supply to another company other than itself? Nonetheless, the trend may give us an insight that the age of x86 domination is fading.

bmccleanicinsights
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
bmccleanicinsights   5/22/2013 12:06:00 AM
NO RATINGS
That's a good question! When TSMC ramps up production of Apple processors we will need to look at what makes the most sense. Do you call Apple a "supplier" of MPUs (supplying to itself?) or do you put those sales under a pure-play foundry such as TSMC and list TSMC as an MPU supplier? One thing for certain, these Apple MPU sales will need to go to TSMC or Apple or they won't be counted at all, and that really isn't an option.

CACHE
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
CACHE   5/21/2013 11:33:56 PM
NO RATINGS
Hi Bill, Apple is designing their own MPU now for some time, how will you handle when they start using tsmc instead of samsung? Similarly other folks like Nvidia who are starting to directly sell products (shield w/ tegra4), will these parts be calculated back to TSMC?

m00nshine
User Rank
Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 7:00:54 PM
NO RATINGS
When TSMC and Samsung catch intel in terms of process technology, due in part to intel slowing, then it becomes a capacity and yield game (read: unit price). Intel is building factories at amazing pace all of a sudden, and I can guess this is why. But I bet Samsung and TSMC can build bigger/ faster...and not upset their shareholders in the process.

dj85
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
dj85   5/21/2013 4:24:05 PM
NO RATINGS
and MPU market gets more interesting My friend at Intel just passed on info that new CEO did a major re-organization this week Problem is 22nm Silver mount is very late and uncompetitive and has no meaningful Smartphone design wins. 14 technology is also very late and design will not ship on time and could be 1 year late

bmccleanicinsights
User Rank
Rookie
re: Qualcomm, Samsung pass AMD in microprocessor sales
bmccleanicinsights   5/21/2013 4:02:07 PM
NO RATINGS
After toying with the idea of listing Apple separately, the bottom line is that Apple is not an MPU supplier, they are an end user. As you mention, all of the fabless suppliers re-sell their MPUs and are correctly included as suppliers. The Samsung/Apple case is an example of why not all foundry sales should be excluded when attempting to create marketshare data. With most of Samsung's sales sold to Apple, since Apple does not re-sell these devices, counting these foundry sales as Samsung MPU sales does not introduce double counting. It should be noted that of the $32 billion in 2012 pure-play foundry sales from TSMC, GF, UMC, etc., only $200 million was to system houses like Apple.

m00nshine
User Rank
Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 1:59:45 PM
NO RATINGS
Althought I could argue for same reason, AMD should not be listed on this one, but also complicated since AMD doesn't manufacture (ie GF, TSMC), but also acts as reseller to customer other than themself.

m00nshine
User Rank
Manager
re: Qualcomm, Samsung pass AMD in microprocessor sales
m00nshine   5/21/2013 1:20:14 PM
NO RATINGS
Because fabless and fab light still sell their chips to end user. Apple is end user who buys chips from samsung. So samsung sells the chips and is therefore the supplier as the title suggests.

Page 1 / 2   >   >>


Top Comments of the Week
Flash Poll
Like Us on Facebook

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

Tired Old iPad 2 vs. Shiny New iPad Air 2
Max Maxfield
6 comments
I remember when the first iPad came out deep in the mists of time we used to call 2010. Actually, that's only four years ago, but it seems like a lifetime away -- I mean; can you remember ...

<b><a href=Betajet">

The Circle – The Future's Imperfect in the Present Tense
Betajet
5 comments
The Circle, a satirical, dystopian novel published in 2013 by San Francisco-based writer Dave Eggers, is about a large, very powerful technology company that combines aspects of Google, ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 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 ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...