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Souma Badombena Wanta
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The SOCs economies and market relevancy
Souma Badombena Wanta   4/23/2014 9:01:30 PM
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I think and believe that there is a good ground and field for a healthy competition in the LTE SoCs arena, but also that it will come down to a matter of price and value and the most affordable options will be the winning ones. Chinese companies are arguably the most fiercely competitive ones commercially but also from a technical standpoint, because they possess quite a fullfledged and capable body of scientists and engineers who develop cutting-edge products that can stand the competition. Nowadays, mobility is becoming a globally-viewed matter, and it won't be too before operators and device manufacturers start targeting lower economies markets and also trying to test lower-end products in developed markets. Ultimately, with the increasing demands of mobile data and cloud connectvity, the focus will be put on bringing to market, affordable but performant devices that will be able to handle their share of processing. So between MediaTek and Qualcomm, I see quite a dynamic equilibrium chase that will happen where both will be trying to conquer  new markets in appropriate and proportionate ways and ultimately both converge toward a single cost paradigm where value and performance are evened out and fulfilling economies of scale. 

Souma Badombena Wanta - www.livelypulse.com

Kinnar
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This will be a great success for Mediatek
Kinnar   2/15/2014 5:16:09 AM
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This will be a very great success and opening as a single and only chipset provider with LTE support. In Chinese and Indian markets Mediatek is very hot due the price competitiveness as compared to other manufacturers, now 4G is the hot topic in these markets. The price ranges being discussed here will be making Mediatek Chipsets the most appropriate for getting it used in low cost phones with 4G LTE support. This will really be proven hot cake for Mediatek.

rick merritt
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Re: Qualcomm and Mediatek
rick merritt   2/14/2014 11:55:51 AM
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Thanks @Tangey. So it sounds like Broadcom is behind Mediatek in fielding a really contemporary design, yes?

tangey
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Re: Qualcomm and Mediatek
tangey   2/14/2014 6:33:43 AM
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The initial broadcom chip is a renesas chip, the rights to which they acquired when they bought renesas LTE assets. Its a dual core A9.

http://www.broadcom.com/press/release.php?id=s788513

http://renesasmobile.com/share/news-...ile-MP5232.pdf

The Quad core later this year may also be a former Renesas chip, a big.little quad core, 2xA15 & 2xA7.

rick merritt
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Re: Qualcomm and Mediatek
rick merritt   2/13/2014 4:49:20 PM
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@Jim: What core is in Broadcom's 2014 handset chips? A15? A17? When and where do you see its custom cores coming in?

junko.yoshida
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Re: Qualcomm and Mediatek
junko.yoshida   2/13/2014 2:37:27 PM
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@jim, absolutely, LTE is more than a thin "commodity" modem because it's still new, it needs to be backward compatible, and it must go through rigorous network certification process by different cellular network operators. But overtime, it will become a commodity. Where handset vendors want to find differentiation is in apps processors.

JimMcGregor
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Re: Qualcomm and Mediatek
JimMcGregor   2/13/2014 12:07:44 PM
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Remember when many vendros were saying the baseband modems are commodities and thin modems are the way to go? This proves that modems are important and integration is critical, especially for LTE.

However, it is interesting the different paths vedors are taking. MediaTek is quickly becoming a lead ARM partner for new ARM cores, while most of the others are developing custom cores.

zewde yeraswork
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Qualcomm and Mediatek
zewde yeraswork   2/13/2014 10:47:03 AM
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Both of these companies have the muscle currently to move ino the other's territory. But whether they can go after the overall market leader with any kind of decisiveness is another question entirely.



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