Switch to optionsXpress for advanced derivatives trading & earn 50 commission-free trades.
Advertisement
SureTrader Stock Hero Advertisement SPDR Advertisement
Home > Boards > US Listed > Telecommunications Hardware > InterDigital Communications (IDCC)

Analyst: Intel's new multimode LTE chip won't make

Public Reply | Private Reply | Keep | Last ReadPost New MsgNext 10 | Previous | Next
Gamco Member Profile
Member Level 
Followed By 28
Posts 7,248
Boards Moderated 0
Alias Born 01/02/03
160x600 placeholder
InterDigital to Sponsor IEEE ComSoc Small Cells Webinar "GlobeNewswire Inc." - 3/24/2015 2:00:00 PM
InterDigital Secures Milestone 5GPPP Project Win "GlobeNewswire Inc." - 3/24/2015 8:00:00 AM
InterDigital to Present at First Cambridge Wireless Technology Engineering Conference "GlobeNewswire Inc." - 3/23/2015 8:00:00 AM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 5:10:18 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 5:03:49 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 5:02:05 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 4:59:56 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 4:57:19 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 4:53:25 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 4:51:11 PM
Statement of Changes in Beneficial Ownership (4) "Edgar (US Regulatory)" - 3/17/2015 4:49:02 PM
InterDigital Announces Date of Annual Meeting of Shareholders "GlobeNewswire Inc." - 3/16/2015 8:00:00 AM
Current Report Filing (8-k) "Edgar (US Regulatory)" - 3/13/2015 5:01:48 PM
Edward B. Kamins and Dr. Gilbert F. Amelio to Retire From InterDigital Board of Directors "GlobeNewswire Inc." - 3/12/2015 8:00:00 AM
Current Report Filing (8-k) "Edgar (US Regulatory)" - 3/11/2015 4:04:09 PM
InterDigital's Board of Directors Declares Regular Quarterly Cash Dividend "GlobeNewswire Inc." - 3/11/2015 4:00:00 PM
InterDigital's Two H2020 Research Projects Underway "GlobeNewswire Inc." - 3/10/2015 4:00:00 AM
Current Report Filing (8-k) "Edgar (US Regulatory)" - 3/9/2015 4:14:51 PM
InterDigital Announces Pricing of Private Offering of $275 Million of 1.50% Senior Convertible Notes "GlobeNewswire Inc." - 3/6/2015 7:00:00 AM
InterDigital Announces Proposed Private Offering of $275 Million of Senior Convertible Notes "GlobeNewswire Inc." - 3/4/2015 4:01:00 PM
InterDigital and Lamprey Networks to Demonstrate Continua/oneM2M Solution Bridging the Connected Health and M2M Markets at Mo... "GlobeNewswire Inc." - 3/3/2015 4:30:00 PM
InterDigital Applauds Senator Coons' Strong Patents Act, Introduced Today "GlobeNewswire Inc." - 3/3/2015 12:00:00 PM
InterDigital's oneMPOWER IoT Platform to be Available Through wot.io "GlobeNewswire Inc." - 3/2/2015 4:30:00 PM
InterDigital to Sponsor FierceWireless Path to 5G Luncheon at Mobile World Congress "GlobeNewswire Inc." - 3/2/2015 8:30:00 AM
InterDigital, imec and Peraso Demonstrate World's First WiGig-Based Millimeter Wave Mesh Backhaul System "GlobeNewswire Inc." - 2/27/2015 8:00:00 AM
Gamco Member Level  Tuesday, 08/20/13 01:36:47 PM
Re: Gamco post# 374224
Post # of 397707 
Analyst: Intel's new multimode LTE chip won't make Qualcomm sweat - this year
August 20, 2013 | By Phil Goldstein

Intel will begin shipping its first multimode LTE modem chipset later this month, but the silicon giant has a long way to go to catch up with competitors who are already ahead in mobile, most notably Qualcomm (NASDAQ:QCOM).

Strategy Analytics analyst Sravan Kundojjala said this year it will be difficult for Intel to get much LTE traction because Qualcomm has already gobbled up most of the design wins for devices. "I think they (Intel) are still lagging behind Qualcomm in terms of technology and in terms of OEM relationships," he said, noting that Qualcomm's latest chips, such as its Snapdragon 800 series, support LTE Advanced capabilities, whereas Intel's chips do not.

According to Strategy Analytics, Qualcomm is king in LTE: The company commanded 97 percent of LTE baseband market revenue in the first quarter of 2013.

Qualcomm spokeswoman Courtney Rains pointed out that there are "more than 450 LTE designs based on Snapdragon and Gobi solutions in the 2013 design pipeline." She also said the company's integrated LTE solution, combing modems and applications processors, "enables OEMs to develop LTE world mode devices in a single design with a much smaller RF front end footprint."

However, Kundojjala said that Intel could start to gain traction in early 2014. "There is a good chance they will gain some mid-range and high-end" design wins next year, he said. The key for Intel will be integrated LTE modems with applications processors, he said, noting that outside of Apple (NASDAQ:AAPL) and Samsung Electronics, most smartphone makers do not support standalone LTE modems.

At a meeting with analysts and reporters on Monday, Intel executives said that the company's new XMM 7160 chip can be configured to work on as many as 15 LTE spectrum bands as well as on 2G and 3G networks. Intel boasted that the chip has 20 percent to 30 percent less power consumption than rival chips. Intel's single-mode LTE chip, mostly for tablets and USB modems, began shipping earlier this year, but the multimode chip will give the company a leg up in winning smartphone designs since almost all phones still use legacy networks for voice calls.

The chip is the latest effort by Intel to break into the mobile market, and leverages the company's purchase of Infineon's wireless chipset unit for around $1.4 billion in cash in 2010.

"For us, it is the clear strategy, the clear plan, to go into a leadership position, and we are currently in the transition to do that," Hermann Eul, vice president and general manager of Intel's mobile and communications group, said at the meeting, according to IDG News Service.

Intel is also hoping that is entre into the LTE market will help bring down prices for chips and spur greater adoption. "We think the lack of competition is a big deal," Aicha Evans, vice president and general manager of wireless platform R&D, said, according to VentureBeat. "The barrier to entry in this space is high. Chip set diversity and plurality are key."

http://www.fiercewireless.com/story/analyst-intels-new-multimode-lte-chip-wont-make-qualcomm-sweat-year/2013-08-20

"Intellectuals solve problems; geniuses prevent them." - Albert Einstein
Public Reply | Private Reply | Keep | Last ReadPost New MsgNext 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
X
Current Price
Change
Volume
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist