Breaking News
Comments
Newest First | Oldest First | Threaded View
Amir 123
User Rank
Rookie
re: Five trends spotted at this year’s Computex
Amir 123   6/18/2013 1:42:01 PM
NO RATINGS
What is "Marvell’s storage win at Facebook"? I cannot find details, the nearest is that Baidu signed on to use Marvell ARM servers. Is this a typo or did I miss an announcement? Thanks!

junko.yoshida
User Rank
Blogger
re: Five trends spotted at this year’s Computex
junko.yoshida   6/15/2013 6:54:49 AM
NO RATINGS
No, they lack baseband technology.

Nsp_#1
User Rank
Rookie
re: Five trends spotted at this year’s Computex
Nsp_#1   6/14/2013 6:02:25 PM
NO RATINGS
Would you elaborate why they need M&As and what technologies to acquire? They already are making app processor with IPs from ARM and rest like Wifi/GPS/BT/2G/3G/4G? Is there anything missing?

junko.yoshida
User Rank
Blogger
re: Five trends spotted at this year’s Computex
junko.yoshida   6/14/2013 5:05:58 AM
NO RATINGS
I am not so sure. They seem to be still years away before gunning for IPO. Actually, I am more concerned about how sustainable their business is. More M&As, licensing or acquisition of technologies must happen before Rockchip an Allwinner can start truly leading the market.

junko.yoshida
User Rank
Blogger
re: Five trends spotted at this year’s Computex
junko.yoshida   6/14/2013 4:59:39 AM
NO RATINGS
MTK has already emerged as a formidable player in the smartphone apps processor market. The question is whether the growing white box market will continue to be left alone for all the China fabless companies to take. Or will we ever see leading chip companies n the west to move in that space?

RonaldHui
User Rank
Rookie
re: Five trends spotted at this year’s Computex
RonaldHui   6/14/2013 2:17:33 AM
NO RATINGS
Both Rockchip and Allwinner may intend cash out via IPO rather than making profit from chips.

SR656601
User Rank
Manager
re: Five trends spotted at this year’s Computex
SR656601   6/13/2013 1:43:38 AM
NO RATINGS
Junko - Very informative, thanks. A few observations: - Not to take anything away from them, but I wonder how long the China-based semiconductor companies such as Rockchip, Allwinner...etc will last. I wish them well, but they seem like one-trick pony, shanzai semiconductor companies, here now with a big splash, causing chaos with their price-crashing strategy, but gone tomorrow. Remember RDA? Where are they now? - It is possible an MTK or an M-star will emerge from these, potentially threatening the likes of Qualcomm/Broadcom etc., but if SOC prices are crashing (relative to memory prices, as your #4 point says), then maybe there's more room to play in the memory space. Interesting, because the innovation cycle in memory is longer, whereas in the SOC it is shorter. SR



Most Recent Comments
todd_i
 
Measurement.Blues
 
Measurement.Blues
 
DrQuine
 
Measurement.Blues
 
joe.raffa
 
Measurement.Blues
 
jdesbonnet
 
DrQuine
Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
3 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
56 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
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)