Patrick did not mention what I thought was one of the more interesting of Q's launches yesterday, an Atheros gateway controller chip that snagged design wins with NetGear and others. Isn't this getting them deeper into Broadcom/Marvell home net territory?
In a report on Qualcomm (QCOM) this morning, Canaccord Genuity analyst Michael Walkley increased his target price to $85.00 from $84.00 and said "We attended Qualcomm's analyst day and were impressed with Qualcomm's plans to broaden its technology leadership position in key technologies such as multi-mode LTE baseband chipsets, mobile CPU, connectivity, RF, and mobile GPUs through better focused R&D investments."
Mr. Walkley added "We believe continued growth of smartphones, connected tablets, and connected devices for the M2M market, the upgrade to new air interface technologies such as LTE Advanced, TDD and FDD-LTE, and market share gains for integrated Snapdragon solutions should drive solid F2014 and F2015 sales and earnings growth."
thats about 4x of whats normal with 64 bit wide data at 800 MHz common for LP DDR 3 memory just coming into use in high end Smart Phones ( 5s ). Did QCOMM boost clock rate to 3.2 GHz ? what would that do to signal integrity through cheap interconnect used in consumer electronics, or did they start using Wide I/O between the SoC and DRAM like SONY in which they are FtF to avoid immature TSVs ? But that could limit the Bandwidth to the rest of the system ( like the display ).
I agree, Rick. It appears that Qualcomm is definitely getting into the Broadcom/Marvell territory. More importantly, Qualcomm's play in 4K also suggests their interst in digital CE devices -- beyond mobile. No?
actually 128 bit wide data bus may be too expensive to implement in Consumer electronics like Smart Phones. Current LP DDR 3 if I am not mistaken is 2 channels x 32 bit wide ea., or is someone making something special ?
Indeed, we won't see 128-bit memory interfaces in phones just yet. However you will require it to use the faster GPU on high-res displays. A 4k display uses a quarter of the bandwidth of a dual channel LPDDR-1600, and that's just for refresh!