Jumping the gun
Qualcomm has now confirmed that its newest chip will power a new phone from LG later this year, which LG hasn't even announced yet. That shows just how excited Qualcomm is to get these chips out there. The unnamed device is expected to launch in Korea next month and has already entered production, and subsequently make its way around the world with a global rollout.
We could be talking about the Optimus G, which is rumored to be LG's new flagship device to compete with Samsung's Galaxy S III and HTC's One X. This LG phone is the second device to feature Qualcomm's quad-core processors, the first being the Mi-Two made by Chinese OEM Xiaomi.
It will also use one of Qualcomm's latest baseband modems supporting LTE data speeds, the same one that's built on a 28-nanometer manufacturing process and is expected to power Apple's newest iPhone's LTE speeds. Hopefully those 28-nanometer constraints at Taiwan Semiconductor Manufacturing
Here comes Qualcomm
So far this year, NVIDIA has been scoring numerous tablet design wins with its Tegra 3, notably including both Google's Nexus 7 and Microsoft's
Since these chips are also built its 28-nanometer Krait architecture, they will have inherent advantages in power efficiency, thereby extending battery life. On top of that, Qualcomm boasts asynchronous cores, so it can throttle each core up or down separately as needed, which conserves energy when not all cores are in use. NVIDIA's approach involves adding a fifth "companion" core for the low-power tasks, while using the four primary cores for the heavy lifting.
Don't forget me!
Meanwhile, all has been expectedly quiet on Texas Instruments'
TI had previously released benchmark results of its dual-core OMAP5 outperforming the quad-core Tegra 3. The company also said to expect devices carrying these chips start to show up in early 2013. TI has mostly sat on the sidelines this year, without any headline design wins to brag about. The company, along with NVIDIA and Qualcomm, will play a big part in the rollout of Windows RT, though.
All that and a bag of chips
NVIDIA's Tegra business continues to make progress, but it remains much smaller than Qualcomm's chip segment and isn't growing as fast.
|NVIDIA consumer products business||$167.7 million||$179.6 million||7%|
|TI wireless segment||$558 million||$342 million||(39%)|
|Qualcomm CDMA technologies||$2.19 billion||$2.87 billion||31%|
Source: SEC 10-Q filings. Calendar quarters shown.
TI pulled out of the baseband market, causing its overall wireless segment's revenue to drop 39% last quarter to $342 million.
Both NVIDIA and TI are going to need to watch out as Qualcomm's quad-core Snapdragons kick up the competition to a new level. Sometimes just being first mover isn't enough.
Windows 8 and Windows RT are going to be a big deal for all three of these chipmakers, as well as for Microsoft itself. Pick up a copy of this new premium report on the software giant to read why the market isn't fully appreciating the company. Sign up now and get free updates included at no additional cost!
Fool contributor Evan Niu owns shares of Qualcomm and Apple, but he holds no other position in any company mentioned. Click here to see his holdings and a short bio. The Motley Fool owns shares of Apple, Google, Microsoft, and Qualcomm.. Motley Fool newsletter services have recommended buying shares of Microsoft, NVIDIA, Google, and Apple. Motley Fool newsletter services have also recommended creating a synthetic covered call position in Microsoft, writing puts on NVIDIA, and creating a bull call spread position in Apple. The Motley Fool has a disclosure policy.
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