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System and IC teardowns critical to 'business intelligence'
http://www.eetimes.com/showArticle.jhtml;jsessionid=MOMSELEWFLQHYQSNDLRCKHSCJUNN2JVN?articleID=20120...
Remember that when an investment banker is doing material biz w/ a co., it has to suspend coverage of the client. That's SEC rule. So don't be suprised. Only those left out of the loop can say anything (bitterly).
I told you MRVL took GigE mkt shr from BRCM. That's one reason why BRCM Enterprise (40% of rev) did poorly in Q2 and Ford Tamer, the SR.VP of Enterprise was gone. It's too bad CIBC punched MRVL in the gut, kicked it in the chin, and insulted its biz when MRVL is in the quiet period. MRVL can't say diddly quat to defend itself.
CIBC violated cardinal rule #1, don't kick a man when he was down and defenseless. CIBC must have been mad for being excluded from Investment banking opps.
MRVL has its own baseband PXA9xx (MRVL website identifies it as communication processor) as part of Xscale Acq. It supports 3G, 3.5G WCDMA, HSDPA (7.2Mbps downlink, 2.9Mbps uplink). It also licensed MOT SW protocol stack to build reference platform for customers such as APPL, RIMM, HTC,..
BTW, HTC is building Linux-based GOOG phone. If that doesn't excite you, nothing will.
Most NWs only support 3.2 MBps HSDPA. So the PXA9XX has plenty of oomph left.
I have said Sam licensed IP from other co. as its 600MHz ARM11 SC64xx was sampled in 2/07 very late for iPhone1 and its App proc at the time didn't have enough juice. I was right on.
Sam licensed and paid royalty for the 3D accelerator core (co-processor) from Imagination in the U.K. as it turned out. That's why an old 400MHz Sam was enough to handle the job as explained in my previous posts.
I knew that MRVL won Monahans for iPhone. It just that I missed by one digit. It was for iPhone2. You can double check this with any source of your own. You don't have to believe me.
Furthermore, MRVL won the HSDPA baseband as part of the single chip that has HEDGE+Monahans Xscale.
All these explained why many people thought it was Xscale in iPhone1.
MRVL also won the Bluetooth+11g Wifi single chip for iPhone2 too.
These adds up to about ~$45 - 50/per iPhone2 times 20MM - 40 MM units in 09 or at least 12MM unit in 08. iPhone2 is probably about 4 years ahead of competitors in SW/HW warranting such high volume.
2nd gen iPhone set for Xmas launch
http://www.tech.co.uk/gadgets/phones/mobile-phones/news/report-orders-for-next-gen-iphone-placed?art...
Component production already under way
Anna Lagerkvist
25 Jul 2007 10:41
Apple is lining up a second-generation iPhone for the US, with production in time for Christmas - or so a Taiwanese newspaper report suggests.
Taiwan-based Quanta Computer has been given the task of turning components - which are already in production at PCB makers - into finished iPhones that can be shipped for the fourth quarter.
"There is a rumour that Quanta has obtained orders for Apple's new models of Apple iPhone mobile phones," says the Taiwan Economic News . "But Quanta and relevant firms are keeping [a] low profile as they are restricted from releasing any information under the business privacy terms reached with Apple."
The Far Eastern newspaper made similar claims in May. It stated that Quanta had received an initial order for five million Apple iPhones, and that shipments were to begin in September of this year.
"The Apple iPhone produced by Foxconn is designated for the US market, and those manufactured by Quanta will be similar in function to those from Foxconn but with a different outer design to fit different markets," the previous report said.
Analysts are also suggesting that a 3G-equipped iPhone will go on sale in the US in November.
Quanta Said to Have Acquired Orders From Apple for New Models of iPhone
2007/07/24
http://cens.com/cens/html/en/news/news_inner_19969.html
Taipei, July 24, 2007 (CENS)--Quanta Computer Inc., one of Taiwan`s leading manufacturers of cell phones, is said to have acquired orders from the U.S.-based Apple Computer for assembling new models of iPhone cellphones.
To meet the upcoming introduction of the new models of Apple iPhone cellphones, domestic PCB (printed circuit board) manufacturers are preparing materials for conducting mass production.
Apple has seen hot sales of its first-generation iPhone cellphones since its introduction. There is a rumor that Quanta has obtained orders for Apple`s new models of iPhone cellphones. But Quanta and relevant firms are keeping low profile as they are restricted from releasing any information under the business privacy terms reached with Apple. It is expected that the new models of iPhone cellphones will be introduced sometime in the fourth quarter of this year.
In addition to the contract assembling orders, Apple also releases orders for such key components and parts as PCBs. But the PCB orders are mostly acquired by such large-sized PCB firms as Compeq Manufacturing Co., Wus Printed Circuit Co., Gold Circuit Electronics Ltd., Unimicron Technology Corp. and Nan Ya PCB Corp. who have been accredited as the qualified suppliers of rigid flex PCBs.
Some domestic PCB firms said shipment of Apple iPhone cellphones is still far less than that shipped by the world`s first-tier cellphone brands. At present, each of the world`s first-tier cellphone manufacturers is capable of shipping over 100 million cellphones per year.
(by Ben Shen)
400MHz Sam App Proc in iPhone ?
http://forum.brighthand.com/showthread.php?p=1558135
07-25-2007, 05:35 PM
I've now seen plenty of sites that authoratively claim the iPhone CPU is 620MHz, 700MHz, 766MHz, 1GHz, or faster. Many other sites echo this secondhand by saying things like "620 to 766MHz" instead. Before I had a chance to look inside one "myself", I thought similarly, leaning heavily towards the 800MHz Marvell XScale PXA320 as the mystery CPU.
After exhaustive digging for more data and carefully analyzing the data I did find, I could only reach the conclusion that Apple/Samsung have taken very effective measures to prevent any hard data on this CPU being accessible to the public. There are no specs for this chip. There is no data for this chip. Even the usual inter-manufacturer data is not being published anywhere online; at least not the actual data and the actual manufacturers.
After studying the layout of the unit, I believe the reason for this is very simple: it's not an impressively fast CPU at all, in fact it's probably on the order of just 300 to 400MHz at best. It doesn't actually need to do any real processing; everything that's digitally-intensive (like communications and multimedia) is actually efficiently handled by dedicated out-of-CPU logic chips.
[Note that SI claimed the iPhone App processor is the same as HTC TyTn (pronounced as Titan). On 6/30, I verified HTC TyTn used 400MHz Sam processor. This matched this guy's claim. If this is the case. The iPhone2 with HEDGE + 620MHz/806MHz PXA320 Monahans single chip gonna be AWESOME. APPL might have gone conservative by using tried and true components only for the first iPhone version as several analysts have claimed]
I believe the reason that Apple's been so hush-hush about the iCPU right from Day 1 is that - as far as the CPU's raw specs go - it's an absolutely unimpressive unit. This "slow" CPU would also be far more energy-efficient, leading to significantly longer battery life.
07-25-2007, 06:41 PM
The iPhone is itself self-evident proof that a slow CPU isn't even relevant, as long as - like people say - "everything just works".
Since the combined "transistor-count" complexity of all the components in the iPhone probably rivals that of a mid-tier PC; it isn't too surprising that it's apparently modelled in a similar fashion, with dedicated hardware components doing as much of the heavy work as possible so the CPU itself can focus on the "important" things. I think the hardest task of the CPU is just coordinating which data gets thrown at which piece of hardware on a constant basis - functioning more like a logic-bus than actual number-crunching.
Remember that (as I said before) this is still speculation. The stupid thing could be pushing 5GHz for all I know.
Apple: graphics core licensee?
http://www.eetimes.com/showArticle.jhtml;jsessionid=DHDIAORB2BHNKQSNDLRCKHSCJUNN2JVN?articleID=20100....
Peter Clarke
EE Times
(07/16/2007 9:00 AM EDT)
London -- Imagination Technologies Group plc (Kings Langley, England) said it has licensed a "next generation" graphics and video core to an international electronics systems company under a multiuse licensing agreement. Observers frequenting bulletin board investment forums are speculating that the systems company could be Apple Inc., and that the deal may indicate Apple plans to use Imagination cores in future products.
Imagination generally licenses its cores to chip companies; Intel Corp., Samsung Electronics Co. Ltd. and Texas Instruments Inc. are among its licensees. The systems-vendor deal is therefore a departure from Imagination's usual practice, but it's in keeping with a growing trend whereby systems companies develop high-volume consumer goods to design their own system chips under their own brand names and then use a mix of integrated device manufacturers (IDMs) and foundries to make the chips.
The systems-on-chip to be developed under the license agreement could be produced for the new systems partner by Imagination's existing semiconductor partners or by new chip manufacturing partners, Imagination said. Under the terms of the licensing arrangement, Imagination will receive license fees and royalties on SoCs incorporating its intellectual property, the company said.
One close observer of the graphics chip market said Imagination's reference to a next-generation core pointed to the company's SGX family of cores, set to follow its PowerVR MBX core.
Recent examinations of firmware and other code associated with the Apple iPhone have pointed to the likelihood that the MBX core is designed into the main ARM1176-based processor supplied by Samsung.
A reader's e-mail led us to look deeper into the graphics chip core used in the iPhone, resulting in this story. EE Times welcomes readers' responses. -- Ed.
[400MHz Sam App can afford to be slow as it farmed out video intensive execution to Imagination's MBX core, baseband tasks to Infineon, touch screen tasks to BRCM, Wifi to MRVL. It's a distributed architecture. Sam App proc acts like a trafiic cop only.]
806MHz Marvell PXA320 XScale Trimble Nomad Handheld Computer
http://www.trimble.com/ps_nomad.shtml
Google funneling hundreds of millions into cellphone project
http://www.appleinsider.com/articles/07/08/02/new_parallels_beta_supports_iphone_google_phone_talk_r...
I agree w/ FTC that CIBC picked the wrong horse. I am rather intimate with both cos' biz. MRVL has much larger upside potential than BRCM.
Scott can only named Blu, Wifi, Digtal TV as catalysts for BRCM 2H07 while Enteprise (40% rev) is loosing GigE to INTC/MRVL resulting Ford Tamer (Sr VP) departure, setop box/cable modem weakness frm MOT (largest cust > 12%), loosing 11n to ATHR.
MRVL beats BRCM in Wifi for low power app such as cell phone, hand-held, mobile devices.
BRCM spent billion dollars and years of R&D in cell baseband w/ nothing to show for. It still doesn't have a general-purpose App processor, only the Alphamosaic video chip. The HEDGE, WEDGE w/ integrated Alphamosaic didn't sell.
Scott said they may have sellable baseband products by 2009. That'sn eternity. BRCM wished they acquired Xscale that would have given them an instant entry into the App processor mkt.
SiByte, ServerWorks, Silicon Spice acquisitions, ... ceased to exist.
Unless BRCM breaks into the cell phone mkt meaningfully, I don't see how they can grow rev from $890-$930MM/qtr level while MRVL can exceed that level with a plethora of new product cycles.
Note that MRVL'c current mkt cap is only $10.18B vs BRCM's $18.07B.
CKFR has been going down for 8 straight days, then boom ...
Fiserv Buying CheckFree for $4.2 Billion in cash today, 8/2/07.
http://biz.yahoo.com/ap/070802/fiserv_checkfree.html?.v=6
CKFR tanked into buyout!
CKFR is up > 23.6% from $36.83 to $46/shr.
It almost seems someone tried to keep it down for a better deal.
MRVL pulled out of Pacific Crest Confab 8/5 - 8/7 and Citi Group Confab in Sept 07. I confirm.
MRVL also pulled in the ER, CC from 9/6 (according to Briefing.com) to 8/23 by 2 wks w/o having a permanent CFO for months. Rashkin was acting CFO for only a few weeks. There is no warning either for the curious minds. We are all clear.
Is it in talk/play ?
Taiwan component suppliers not seeing any trimming of orders for iPhone
http://digitimes.com/telecom/a20070801PD217.html
Kung-Tien Huang, Taipei; Esther Lam, DIGITIMES [Thursday 2 August 2007]
Although Apple saw its share price slump on mounting complaints about its iPhone battery design, Taiwan component suppliers for the iPhone have said they are not seeing any reduction in orders from Apple.
iPhone's battery design is drawing complaints as the battery is not replaceable. New York's Consumer Protection Board has called on Apple to revamp its policy regarding its repairs service claiming Apple should not have to charge a US$79 fee to replace the iPhone battery.
According to an August 1 Bloomberg report, Apple shares fell 6.8% on July 31, the most in more than two years. The report also cited speculation from investors as saying that Apple was cutting production of either its iPod or the iPhone.
However, the sources at Taiwan-based component makers have said iPhone shipments schedules are still on track as before these developments.
UMC sees healthy inventory levels
http://digitimes.com/bits_chips/a20070801PD216.html
Claire Sung, Taipei; Esther Lam, DIGITIMES [Thursday 2 August 2007]
Echoing rival Taiwan Semiconductor Manufacturing Company (TSMC)'s claims of a "comfortable" inventory level, United Microelectronics Corporation (UMC) said inventory levels among its customers are also healthy and demand from several sectors should be strong in the third quarter, according to company chairman Jackson Hu during an August 1 investors conference.
UMC records its overall utilization rate stayed at 76% in the second quarter with shipments growing by 9% on quarter. Sales in the second quarter were NT$25.09 billion (US$787 million) with net incomes of NT$4.9 billion. Gross margins and operating margins were 19.8% and 4.9%, respectively. Earnings per share (EPS) for the quarter were NT$0.28.
UMC guided that utilization rates should exceed 90% in the third quarter, with the utilization rates of 12-inch fabs to outgrow those of 8-inch capacity at 6-inch fabs should peak. Shipments are expected to grow by 20% on quarter and gross margins are expected to grow by five percentage points in the same period, the foundry detailed.
Citing inventory levels of customers, Hu said most customers found their inventory level even dropped on a yearly basis. He is confident about UMC's performance in the third quarter as demand from all applications should be strong. Wireless communication applications should be the sector delivering strongest demand, followed by PC and consumer electronics.
Regarding sales contribution from 90nm and 65nm, Hu said combined contribution should grow to 25% in the third quarter, up from 21% in the second quarter. While stressing that UMC has 11 customers and over 20 products engaged on 65nm, he said meaningful sales contribution from 65nm should only arrive in 2008 as marketers are generally still conservative over their moves to 65nm. For UMC's progress on 45nm, Hu said design-in would be done in the third quarter as scheduled.
Hu added in saying that some customers regard 65nm as a transitional process, meaning that they are likely to advance directly from 90nm to 45nm. He also noted that UMC will devote more efforts to assist customers on intellectual property (IP) and tool design in attempts to speed up time-to-market schedules.
On a separate note, regarding speculation about UMC's recent management reshuffle, Hu responded in saying that he is still "enjoying" his work at UMC. Industry sources, on the other hand, noted that UMC is undergoing a series of small-scale reshuffles and Hu's future position is under concern.
UMC: Financial performance highlights, 2Q07 (NT$b)
1Q07
2Q07
Q/Q
Y/Y
Sales
23,025
25,097
9%
(2.54%)
Gross profits
3,676
4,958
34.9%
(4.12%)
Gross margins (%)
16
19.8
3.8pp
(0.3pp)
Operating incomes
18
1,226
6711%
(24.79%)
Operating margins (%)
0.1
4.9
4.8pp
(1.4pp)
EPS (NT$)
0.08
0.28
n/a
n/a
Source: Company, compiled by Digitimes, August 2007
UMC: Revenues breakdown by technology, 1H07 (%)
Process
1Q
2Q
90nm and below
21
17
0.13-micron
16
25
0.15-micron
11
9
0.18-micron
19
20
0.25-micron
6
4
0.35-micron
19
18
0.5-micron and above
8
7
Source: Company, compiled by Digitimes, August 2007
PC shipments in Asia-Pacific top 14 million units in 2Q07, says IDC
http://digitimes.com/systems/a20070801PD208.html
Yen-ting Chen, Taipei; Steve Shen, DIGITIMES [Wednesday 1 August 2007]
PC shipments in Asia-Pacific (excluding Japan) totaled 14.3 million units, up 11% from the previous quarter and also up 22% from a year earlier, driven by a 50% on-year increase in shipments of portable models, according to an IDC Taiwan press release.
Buoyed by promotional retail sales and the establishment of distribution channels in a number of markets, including China, Hong Kong, Malaysia and Vietnam, sales of portable PCs were able to enjoy a fast growth, IDC said, estimating total notebook shipments in the Asia-Pacific region are likely to top 17 million units for all of 2007.
With the exception of markets in Bengal, Pakistan and Taiwan, which suffered on-year declines in PC shipments, all other markets in the region enjoyed strong growth, IDC said.
According to IDC, the rankings for the top-five PC vendors in the region remained unchanged despite the overall shipment gains, with Lenovo, the largest vendor, boosting its market share to 20.7% in the second quarter, as compared to 17.7% in the first quarter.
Rankings of top-5 PC vendors for Asia-Pacific (excluding Japan), 2Q07
Ranking
Vendor
2Q07 market share
1Q07 market share
On-year volume growth
1
Lenovo
20.7%
17.7%
28.2%
2
Hewlett-Packard
16.0%
15.4%
64.7%
3
Dell
8.5%
8.1%
10.3%
4
Acer
6.5%
6.3%
34.6%
5
Founder
5.3%
5.7%
6.3%
Others
43.0%
46.8%
11.4%
Source: IDC Taiwan, compiled by Digitimes, August 2007
ST is another behemoth having great M&A appetite.
Revenue for the quarter, which ended June 30, totaled $2.42 billion, a 3 percent drop from a year ago but a 6 percent jump from the previous quarter.
http://www.eetimes.com/showArticle.jhtml;jsessionid=MCGNVNZDPCNIAQSNDLPCKH0CJUNN2JVN?articleID=20120...
It can easily do a large M&A. There is very little overlap w/ MRVL biz.
Re: 3G HSDPA iPhone2, as usual, no one can divulge their design win w/ APPL unless APPL permits it such as in INTC case for the Apple TV.
Scott didn't even dare name the company of which device the touch screen controller goes to in BRCM CC.
The public would have to rely on teardown report forever more.
Re: Xscale design wins, since there are so many, IR couldn't have announced them all. However, IR could have done a much better job than staying mum all the time. Especially, it's entirely fair to ask why the co. hasn't done more for investors to make up for the past option debacle and their long sufferings.
I believe the co. has a lot of ground to make up for in terms of repairing institutional investors' confidence. Expect the co. to toot its horn given that a plethora of new product cycles about to hit the market.
Above all, there is a reason for the co. to stay mum ... Savvy investors like us here probably can guess ...
It's quiet period ...
If nothing else happens, expect the Mother of all ER CC's on 8/23 and mgmt start hitting the road show as any normal, well-doing co. would.
EMOBILE launches Marvell HSDPA PXA270 520MHz EM-ONE handset and flat-rate HSDPA Mobile Data Service in Japan
[Japan's EMOBILE launches its flat-rate HSDPA mobile data service March 31 along with the EM-ONE mobile data device from Sharp.]
http://www.mobiletechnews.com/info/2007/03/19/115748.html
EM-ONE Key Features:
-Dual High-speed Data Communications: HSDPA and Wireless LAN, EM-ONE supports EMOBILE's HSDPA communications service with a maximum downlink speed of 3.6Mbps*1. In addition, EM-ONE has the built-in IEEE802.11b/g compliant wireless LAN feature. It can also be used as a high-speed communications modem for PCs when connected to a PC with a USB cable.
-Comfortable and Stress-free Operating Environment: EM-ONE adopts "MarvellPXA270 application processor 520MHz"as its CPU. The processor has multimedia processing and low power consumption features for PDAs and mobile phones. EM-ONE also adopts Flash memory and RAM (512MB and 128MB), which enables a comfortable operating environment.
Taiwan market: Asustek eyes 30% on-year growth in notebook shipments in 3Q07
http://digitimes.com/systems/a20070801PD205.html
Yen-ting Chen, Taipei; Steve Shen, DIGITIMES [Wednesday 1 August 2007]
Asustek Computer expects its shipments of notebook PCs in the Taiwan market to grow 30% on year in the third quarter as increasing demand will help accelerate the migration to Santa Rosa-based models, according to Benson Lin, president of the company's Asia Pacific and Taiwan business unit.
[Intel Santa Rosa, the next gen Centrino platform, uses MRVL Flash Cache controller and at least one HDD which also needs MRVL read channel controller.]
Asustek shipped 67,000 notebooks in Taiwan in the second quarter, showing an increase of 28.8% from the previous quarter and taking a 37.4% market share for the quarter, the company said, citing data available at market research firms.
Although the company's total notebook shipments for the first half of the year were flat at the same level of last year, ASPs (average selling prices) were up 5-8% on year in the first half, to reach NT$36,000 (US$1,098) at retail channels and NT$38,000 online, Lin noted.
Total notebook sales in the Taiwan market reached 179,000 units in the second quarter, up 20% from the previous quarter, said sources at Asustek, citing data from market research firms.
Automotive HDD shipments to rise by nearly a factor of five by 2013, says iSuppli
http://digitimes.com/systems/a20070801PR202.html
Press release, August 1; Eric Mah, DIGITIMES [Wednesday 1 August 2007]
The explosion of digital multimedia infotainment systems in cars is prompting auto makers to adopt hard disk drives (HDDs) for storage and playback of music, video and other digital content, according to research firm iSuppli.
Shipments of HDDs for automotive infotainment systems are expected to reach 16.6 million units by 2013, nearly five times the 3.5 million in 2006, noted the research firm. Automotive HDD shipments will rise at a compound annual growth rate of 25.1% from 2006 to 2013, making hard drives the fastest-growing storage solutions for cars in the coming years.
"The expansion of infotainment in vehicles is providing users with a multimedia environment that has the capability to exceed the entertainment systems found in their home," said Richard Robinson, principal analyst, automotive electronics for iSuppli. "In the very near future, vehicles will be required to receive and store broadcast digital content, from radio, television and other data-delivery systems such as WiMAX. This requirement is shaping the strategies that are being developed by vehicle manufacturers as they look for suitable replacements for current read-only optical technologies, including HDDs."
Embedded navigation systems typically use one of three storage formats: CD, DVD and HDDs. CDs are falling out of favor as the primary map storage format for navigation systems in favor of dual-layer DVD technology. Such DVD solutions continue to dominate the market.
However, both the CD and DVD optical technologies do not compare favorably with the system performance and storage capabilities of HDD-based systems.
HDD technologies in (head-units) vehicles typically offer superior system performance and greater geographical map coverage with increased richness in map detail.
Established suppliers of audio playback solutions such as Alpine Electronics have seen sharply falling consumer interest in CD-based technologies, with shipment reductions of 15% to 35% widely reported.
In spite of consumer preferences shifting away from read-only optical technologies in favor of flash memory- and HDD-based media, optical-based single-CD systems will remain the default audio playback technology in cars through 2013, with nearly 100% market penetration in the United States, Europe and Japan.
Gemtek to boost shipments of 802.11n devices to one million units in 3Q07
http://digitimes.com/systems/a20070801PD207.html
[Gemtek is a Taiwanese ODM. It buys chips from MRVL, ATHR, BRCM...]
Irene Chen, Taipei; Steve Shen, DIGITIMES [Wednesday 1 August 2007]
Gemtek Technology expects its shipments of 802.11n products to total one million units in the third quarter of this year after the company was able to push volume shipments to 700,000 units in the second quarter from 300,000 units in the previous quarter, said company managing director Kevin Yang.
With the second half of each year being the peak season for network-equipment makers, Gemtek may be able to ship a total of 3-4 million 802.11n devices for all of 2007, according to an estimate by market sources.
In addition to 802.11n products, the company's shipments of WiMAX devices, IADs (integrated access devices) and IP STBs (set-top boxes) are also expected to pick up significantly in the second half, Yang stated.
Gemtek posted pre-tax profits of about NT$600 million (US$18.3 million) on consolidated revenues of NT$8.75 billion in the first half of 2007, according to a preliminary estimate made by company sources.
Upcoming Xscale Toshiba Portege 900, i-mate Ultimate 6150, 8150
Xscaled Toshiba Pocket PC e800 is already shipped.
http://asia.cnet.com/reviews/handhelds/0,39066482,39000061c-20000063q,00.htm?&sort=3
10 BlackBerry, Toshiba, i-mate, HTC, E-Ten, Mitac, Palm Treo, Palm Foleo using Xscale
http://www.businessmobileasia.com/products/handhelds/0,39062261,20000063q,00.htm
3 HP XScale PXA2xx Ipaqs for China, U.S., Indonesia
PXA270 624MHz Pocket PC HP Ipaq (Hx2795b) for China
http://exporttrade.en.ec21.com/product_detail.jsp?group_id=GC01855274&product_id=CA01855493&...
XScale PXA255 400MHz HP Ipaq Pocket PC for U.S.
http://netltd11.en.ec21.com/product_detail.jsp?group_id=GC01962805&product_id=CA01962947&pro...
PXA270 416MHz HP Ipaq HW6965 Mobile Messenger for Indonesia (Sehat's motherland)
http://yudapratam.en.ec21.com/product_detail.jsp?group_id=GC01852768&product_id=CA01852769&p...
We now promote S2 to Chairman of the (IH) Board and MRVL Chief Development Officer.
S2 is a TA genius. He should manage a hedge fund and make tens of millions in comp.
On a side note, it's amazing that even w/o a permanent CFO and that Rashkin is only acting CFO for a few weeks, MRVL was able to pull in the ER schedule by 2 wks from 9/6 (according to Briefing.com) to 8/23.
MRVL could have easily delayed ER to mid Sept w/ the CFO excuse.
Do you say gooood qtr and forward guidance ?
Read between the lines, will you, experienced traders/investors ?
Many thanks to Santa Claus for the early Xmas gift.
Do your own DD always.
Yeah, MRVL got tired of taking the beatings silently. It's time to punch back. Moving ER 2 wks ahead from 9/6 (Briefing.com's) to 8/23 normally bodes well. MRVL is poised to turn around beginning today. This price is an early Xmas gift.
Apple Gets Bitten by False Rumor
http://www.cnbc.com/id/20062333/site/14081545
E-ten and Arima collaborate on HSDPA, GPS and Wi-Fi High-end Windows Mobile smartphones
http://www.intomobile.com/2007/07/09/e-ten-and-arima-collaborate-on-3g-and-35g-windows-mobile-smartp...
Unboxing the PXA270 520MHz Toshiba Portege G900 Pocket PC Phone
http://news.trendaz.com/cgi-bin/readnews2.pl?newsId=953455&lang=EN
520MHz PXA27x 3.6Mbps HSDPA, Wifi, GPS Asus P750 Smartphone with Windows Mobile 6
http://www.mobilemag.com/content/100/333/C12978/
Friday July 27, 2007 1:07 PM CDT - By: Michael Kwan
We don't see Asus smartphones around these parts all that much, so it's always a treat when one of these handheld computers shows up and actually gets confirmed. The Asus P750 smartphone is powered by Windows Mobile 6 Professional, backed up by a Marvel 520MHz PXA27x processor and a huge host of wireless radios.
For starters, it does the usual GSM/GPRS/EDGE dance, but in addition to the standard fare, the Asus P750 also does HSDPA at 3.6Mbps, WiFi, Bluetooth, FM radio, and GPS via the SiRF III receiver. Other vitals include 256MB ROM, 128MB RAM, and a 3.2 megapixel auto-focus camera.
Sadly, there's no QWERTY keyboard to speak of, but you get a standard keypad to make dialing a little easier. No word on price, but you can't expect this powerful unit to come cheap when it starts shipping around October.
Speedy uptake for high data rate HSDPA, says GSA
http://eetimes.com/news/latest/showArticle.jhtml?articleID=201201740
Research: Hard drive boom coming for in-car electronic devices (chart)
http://blogs.business2.com/utilitybelt/2007/07/research-hard-d.html
Five or six years from now, cars will commonly come with hard drives for storing music, video and other data, research firm iSuppli predicts.
Shipments of hard drives for in-car digital systems are expected to reach 16.6 million units by 2013, nearly five times the 3.5 million in 2006, iSuppli said in a report released today. The firm argues that in-car navigation systems typically use either discs or hard drives for the storage of maps and other data. CDs are losing ground to DVDs, but both could eventually lose out to hard drives.
The trend would be a boon for hard drive manufacturers such as Seagate Technology (STX) and Western Digital (WDC). There would also be the potential for flash memory players such as SanDisk (SNDK) and Micron Technology (MU) to break further into the in-car device market.
"In the very near future, vehicles will be required to receive and store broadcast digital content, from radio, television and other data-delivery systems such as WiMAX," said iSuppli analyst Richard Robinson. "This requirement is shaping the strategies that are being developed by vehicle manufacturers as they look for suitable replacements for current read-only optical technologies."
iSuppli predicts that despite consumer preferences shifting away from read-only optical technologies in favor of flash memory and hard-drive-based media, single-CD systems will remain the default audio playback technology in cars through 2013, with nearly 100 percent market penetration in the United States, Europe and Japan. The technology shift would have an effect on the in-car experience for large players such as Toyota (TM), Honda (HMC), General Motors (GM) and Daimlerchrysler AG (DCX).
Forecast chart, below:
iSuppli Figure: Storage/Playback Forecast for Auto Infotainment by Type, 2005-2013 (Thousands of Units)
2005 2006 2007 2008 2009 2010 2011 2012 2013
CD (incl. MP3) 58,598 58,344 58,600 59,185 60,318 60,658 60,978 61,278 61,729
CD/DVD Changer 15,389 18,455 20,319 18,212 15,919 13,432 10,752 7,897 5,686
DVD ROM 5,524 7,566 9,130 10,860 12,042 13,962 15,820 17,689 19,493
Hard Drive 1,972 3,477 4,469 5,566 6,686 8,143 10,568 14,313 16,632
Source: iSuppli Corp. July 2007
In-car gadget market dominated by a few chip suppliers
http://blogs.business2.com/utilitybelt/2007/07/in-car-gadget-m.html
Apple slips on overblown iPhone remark; iPod ramp in September?
http://www.appleinsider.com/articles/07/07/31/apple_slips_on_overblown_iphone_remark_ipod_ramp_in_se...
8/6-7 MRVL to present @Pacific Crest 9th Annual Tech Forum
Pacific Crest 9th Annual Technology Forum
August 5 - 7, 2007
Date and time of presentation to be determined
Sonnenalp Resort, Vail, CO
It gonna be interesting. It's about time for some good news instead of rumors.
11 Xscale Upcoming Smartphones: 2 Sams, 1 MOT
Comparison Table (11) | Okwap K871 | Motorola Q8 | I-Mate Ultimate 7150 | Samsung SGH-i718 | I-Mate Ultimate 6150 | Samsung SGH-i760 | O2 XDA Helen | I-Mate Ultimate 8150 | Gigabyte g-Smart i350 | Asus P750 | I-Mate Ultimate 9150
http://pdadb.net/index.php?m=pdacomparer&id1=777&id2=712&id3=721&id4=678&id5=718...
Note that quite a few of them support 3G UMTS, HSDPA data link.
A perfect spin-off: Q&A with NXP president and CEO Frans van Houten, part II
Cage Chao, Taipei; Esther Lam, DIGITIMES [Monday 30 July 2007]
http://digitimes.com/bits_chips/a20070726VL207.html
It is almost a year since Royal Philips Electronics transformed Philips Semiconductors into NXP Semiconductors. This "new" company, through its strong background in the industry, was already among the top-10 semiconductor companies worldwide in 2006 in terms of sales.
As the chief executive officer (CEO) of Philips Semiconductors since November 2004, Frans van Houten, who took the initiative for the focused business renewal program, which aimed for a simpler organization with more market focus, stronger innovation, cost savings, commitment to quality and better engagement with customers, has proven his success.
Digitimes recently had the opportunity to talk with Houten and share his views regarding the "perfect" separation. This is part two of a two-part interview. Part one was published on July 25.
Q: What is NXP's immediate goal at the moment?
A: It is hard to change an enterprise, but as CEO of NXP I imitated a "renewal" sales program after the spin-off in an attempt to motivate our employees to be more aggressive in reacting to the latest market trends and maintain sales growth to make NXP one of the top-5 semiconductor companies worldwide.
I am confident that we can achieve our goals since we have one billion euros in cash on hand to fund any beneficial consolidation with other companies. The consolidation with Silicon Lab and DSP Group is a good example of this. We are very serious about any strategy that will drive our sales to grow faster.
Q: When transforming to a fab-lite company from being an IDM (integrated device manufacturer), can you describe the future direction of NXP?
A: NXP describes this transition as "asset-lite". We strive to become one of the top-five semiconductor companies within a short period of time via consolidation with our business partners.
To achieve this goal, we have to team up with many partners on one hand and to move a lot of existing production from Europe to Asia and China on the other.
We have invested over US$50 million to expand our Dongguan, China site to make it a very strong production hub for us. We have also strengthened our partnership with foundries. We have ramped up our production proportion of 90nm solutions at Taiwan Semiconductor Manufacturing Company (TSMC) while partnering with China's Advanced Semiconductor Manufacturing Corporation (ASMC) on 8-inch wafer production. Expansion with ASMC is planned.
Q: What about Asia's role here?
A: We have 65% of our sales come from Asia and this proportion is set to pick up further. Although our headquarters is in Europe, we started strengthening our deployment at the region at a very early stage. To a certain extent, you could consider us as an Asia enterprise. We have about 8,000 employees (about one-third of total), five manufacturing centers, three joint-ventures (JVs) and four R&D centers in the region.
NXP also relocated many R&D and manufacturing works from Europe to Asia and has successfully established strong ties with local industry players, including Advanced Semiconductor Engineering (ASE), ASMC,TSMC and the like.
Given that China is likely to have its semiconductor production value grow from the present US$17 billion to US$70 billion after five years and Taiwan-based players are taking a leading role in the global semiconductor industry, we regard this as a positive trend for NXP.
Taiwan and China are both vital to us. Taiwan is an exciting market with industry players delivering proven design capability and high-quality solutions. We are consistently seeking partnerships with Taiwanese companies for a "win-win" situation in the end product market.
As we have many production lines now located in China, we are looking for partnerships with packaging and testing companies in the region, which in turn could help us save resources and investment in R&D.
Q: What is NXP's key strategy at this stage?
A: Mergers and acquisitions. We strive to take the absolute lead in our existing targeted product lines/markets, which means we have to maintain our position as one of the top two players. Currently, we have achieved this goal by being the number one/two player for about 60% of our existing product lines. For the remainder 40%, we have to achieve this goal via merger and acquisitions.
Enhancing our competitiveness is also another key strategy and this depends on consolidation with peers and our own production capacity. We have to ensure a good balance between outsourcing and in-house production. For example, we currently have about 20-40% of our production outsourced. If this ratio ramps up, we could utilize the excess resources to drive sales growth.
Yes, LBO/M&A rumor surfaced on several occasions, rather persistent on the trading floor. Considering the number of design wins across the board, no wonder MRVL attracts some very quiet attentions. Conceivably, MRVL could be slimmed down in mfgr personel to cut cost. In R&D, support, AE, biz development MRVL is very short-handed. It could use more resource, sale channels, biz development, sale force from a larger co. It had more biz and potential biz than it could handle.
Can it scale to $5B rev/yr with the current resource, mgmt skill set ?
TI, NXP, Freescale, Sony, STM are potential suitors.
BRCM philosophy is acquiring small/medium start-ups. It'd love to enter HDD, Flash controller via MRVL. It needs to own a great App processor as well. An offer >= 6X sale is possible. That translates to > 50% premium.
Outside of an M&A, MRVL is poised to have an excellent second half 07. It's a great turn-around story. It should trade in the 30s in Nov 07. Remember it used to have higher mkt cap than BRCM for a long period of time. Just use BRCM as the water mark for MRVL stock potential, then you start to realize how cheap MRVL is considering the number of design wins it has in the pipeline and new product cycles.
AH Huge block buys :784K@$18.83, 643.3K@$ 18.776
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_M/threadview?m=ts&bn=11960&tid=...
Top 10 Smartphones (According to PCWorld)
http://www.pcworld.com/article/id,125397/article.html#
http://solsie.com/top-10-smartphones-according-to-pcworld/
PCWorld ranked the top 10 Cell Phone-PDAs (I’d call just Smartphone as they provide more than just phone functions and some of them do not deserve the term PDA). Note there is no CDMA phone from Sprint or Verizon in the top 10.
1. RIM Blackberry Curve (AT&T) Xscale
2. HTC Wing (T-Mobile)
3. T-Mobile Dash (T-Mobile)
4. Nokia E62 (AT&T)
5. Apple iPhone (AT&T)
6. Samsung Blackjack (AT&T)
7. Cingular 8525 (AT&T)
8. T-Mobile Sidekick 3 (T-Mobile)
9. RIM Blackberry 8800 (AT&T) Xscale
10.RIM Blackberry 8700g (T-Mobile) Xscale
11/07 Euro phone has HEDGEA, Wifi+Bluetooth MRVL chips. $45/phone due to MRVL. It's launch late 11/07 in the U.K., Germany, France, Italy in time for Xmas. In 08, it will be launched to the rest of Euro. Euro needs 3.5G HSDPA as their NW support it well.
My estimate is $45 * 1.5 to 2 MM units 4Q07 ending Jan 08 = $67.5 MM to 90 MM.
Together w/ other chips, WLAN router in Apple TV, TopDog Wifi in iPhone I, APPL will be 10% customer for the first time in 4Q07.
Xscale will also be profitable in 4Q07 too.
Do your own DD.
Notes of interest from Apple's Q307 quarterly conference call
http://investorshub.advfn.com/boards/read_msg.asp?message_id=21580803
Analysts up targets as Apple valuation surpasses Hewlett-Packard
http://www.appleinsider.com/articles/07/07/26/analysts_up_targets_as_apple_valuation_surpasses_hewle...
Euro phone in Q4; GS:APPL prepping redesigned iMacs, full-screen vPods in 9/07
http://www.appleinsider.com/articles/07/07/26/goldman_apple_prepping_redesigned_imacs_full_screen_ip....
[more demand for HDD.]
Apple may let iPhones share data over voice channels
http://www.appleinsider.com/articles/07/07/26/apple_may_let_iphones_share_data_over_voice_channels.h....
Notes of interest from Apple's Q307 quarterly conference call
http://www.appleinsider.com/articles/07/07/25/notes_of_interest_from_apples_q307_quarterly_conferenc....
Apple's Consumer Electronics Business
Apple sold 270,000 iPhones during the final 30 hours of the quarter.
The company expects to sell its 1 millionth iPhone by the end of the current quarter, which ends September 29th. By comparison, it took Apple nearly seven quarters to sell its first million iPods.
Apple remains on track to launch iPhone in a few major European countries in the fourth calendar quarter of the year, expanding to other European countries in 2008. The company will make public its European iPhone launch plans a bit later in the current quarter, management said.
For the June quarter, iPhone and Apple TV-related sales combined for $180 million in deferred revenue.
Due to its deferred revenue accounting, recognize revenue from iPhone and iPhone accessories during the final 30 hours of the quarter was just $5 million.
AT&T says it sold more iPhones in the first two days than it did any other wireless communications device in its first month.
Apple will begin to recognize iPhone-related revenue share payments from AT&T during the September quarter but did not recognize any payments from the carrier during the June quarter.
Today, almost all AT&T and Apple stores have iPhone in stock.
iPhone sales were skewed towards the 8GB model during the final 30 hours of the June quarter.
Apple wouldn't say anything about iPhone gross margin. Management even stopped short of saying whether gross margins from the handset were above or below its corporate average.
Apple wouldn't talk about the potential for cheaper iPhones or a broadening of the iPhone line to additional models.
There is "no evidence" of iPod cannibalization from iPhone thus far, management said.
Apple would not break out Apple TV unit sales.
Sill persistent rumor on trading floor that MRVL is in play. A M&A could happen. Such a drawn-out, persistent rumor might happen sooner or later. At least $26/shr for it to happen. Do your own DD.
China mobile phone user base passes 501 million mark in June
http://digitimes.com/telecom/a20070726PR201.html
Press release, July 26; Adam Hwang, DIGITIMES [Thursday 26 July 2007]
There were 501.65 million subscribers of mobile communication services in China as of the end of June 2007, growing by 1.43% on month and by 1766% on year, according to statistics published by China's Ministry of Information Industry (MII) on its Chinese-language web site on July 25.
The number of subscribers at the end of June accounted for 38.3% of the country's population (user density). In contrast, the user density for Beijing alone was 100.7% and that for Shanghai stood at 94.7%.
Also at the end of June there were 372.67 million subscribers of fixed telecommunication networks in China.
In June of this year, mobile phone subscribers in China sent 48.39 billion short messages, averaging 3.24 short messages per phone number a day.
The Ministry also reported that China had a total of 59.54 million broadband subscribers at the end of June.
China's Internet-access user base, June 2007
Internet-access mode
Number of subscribers at end of June
Dial-up (narrow band)
21.61 million
Dedicated lines
76,732
Broadband
xDSL
44.76 million (Y/Y 39.73%)
Aggregate
59.54 million (Y/Y 32.14%)
Source: MII, compiled by Digitimes, July 2007
Taiwan market: Taiwan Mobile introduces BlackBerry Connect service
Kaddy Chuang, Taipei; Steve Shen, DIGITIMES [Thursday 26 July 2007]
http://digitimes.com/telecom/a20070726PD201.html
Taiwan Mobile (TWM) and Research in Motion (RIM) on July 25 introduced BlackBerry Connect (BBC) service in Taiwan bundled with two BBC-enabled phones coming from Sony Ericsson and Asustek Computer.
Both the BBC-enabled phones, Sony Ericsson's P1i and Asustek's M530W, support the Chinese phonetic input system used in Taiwan which should help promote the service in Taiwan, said sources at TWM.
TWM may also purchase BBC-enabled phones supporting Chinese phonetic input system from High Tech Computer (HTC) since HTC has also obtained a license from RIM to build BBC software into its smartphones, the sources indicated.
In addition to Asustek, HTC and Sony Ericsson, other leading handset vendors, including Nokia, Motorola and Samsung Electronics, are also licensed by RIM to use BBC software, according to sources at RIM Asia Pacific.
TWM currently has more than 500 business BlackBerry-service subscribers, including Taiwan Semiconductor Manufacturing Company (TSMC), Fubon Financial Holding, Morgan Stanley and ABN AMRO Bank, the sources noted.
TWM expects to have 10,000 BlackBerry subscribers in 1-1.5 years, said company president Harvey Chang late in 2006 when the company started offering BlackBerry service.
PC market on track in 2007, says iSuppli
Press release, July 26; Joseph Tsai, DIGITIMES [Thursday 26 July 2007]
http://digitimes.com/systems/a20070726PR204.html
At just beyond the mid-year point in 2007, all signs point to the PC market attaining iSuppli's annual forecast of 11.2% growth in unit shipments. Notebooks have been a key driver, but shipments of desktop PCs have shown encouraging signs of improvement compared to 2006, according to an iSuppli report.
Global PC shipments in the second quarter of 2007 were up in the range of 10.5-11.5% compared to the same period in 2006, noted iSuppli.
In the second half of the year, which on a statistical basis historically has accounted for 53% of shipments for the full year, worldwide growth is expected to be 13% compared to the second half of 2006, added iSuppli.
Worldwide 1H and 2H splits for PC shipments: 2003-2007 (based on shipments)
Time period
2003
2004
2005
2006
2007
1H
46.6%
47.7%
46.4%
47.0%
46.3%
2H
53.4%
52.3%
53.6%
53.0%
53.7%
Source: iSuppli, compiled by Digitimes, July 2007
85 06-07 Xscale Wi-Fi enabled Smartphones
Comparison Table (8) | I-Mate Ultimate 9150 | I-Mate Ultimate 8150 | Gigabyte g-Smart i350 | O2 XDA Helen | Samsung SGH-i760 | I-Mate Ultimate 6150 | I-Mate Ultimate 7150 | I-Mate Ultimate 5150
http://pdadb.net/index.php?m=pdacomparer&id1=720&id2=719&id3=779&id4=786&id5=660...
Comparison Table (7) | Asus M530w | SoftBank X01T | Sharp W-ZERO3 [es] WS011SH | HTC Advantage X7501 | UBiQUiO 503G | Toshiba Portégé G900 | Motorola MC35
http://pdadb.net/index.php?m=pdacomparer&id1=710&id2=769&id3=772&id4=752&id5=753...
Comparison Table (8) | O2 XDA Flame | Gigabyte g-Smart q60 | Gigabyte g-Smart t600 | Asus P735 | Sharp EM-ONE S01SH | Toshiba Portégé G500 | Asus MyPal A696 | Gigabyte g-Smart i300
http://pdadb.net/index.php?m=pdacomparer&id1=673&id2=722&id3=723&id4=693&id5=725...
Comparison Table (11) | Asus MyPal A626 | Gigabyte g-Smart i120 | T-Mobile Ameo | O2 XDA Zinc | BenQ-Siemens P51 | Dopod U1000 | HTC Advantage X7500 | Gigabyte g-Smart i+ | TORQ P175 | O2 XDA Atom Life | O2 XDA Graphite
http://pdadb.net/index.php?m=pdacomparer&id1=742&id2=499&id3=691&id4=662&id5=461...
Comparison Table (3) | Asus P535 | Hewlett-Packard iPAQ rw6828 Titanium Black | Fujitsu-Siemens RPDA N560e
http://pdadb.net/index.php?m=pdacomparer&id1=635&id2=724&id3=681
Comparison Table (8) | Asus MyPal A639 | Fujitsu-Siemens Pocket LOOX T830 | ORSiO n725 / n725 GPS | Fujitsu-Siemens Pocket LOOX T810 | Intermec CN3 | Hewlett-Packard iPAQ rw6815 | O2 XDA Stealth | Intermec CV30
http://pdadb.net/index.php?m=pdacomparer&id1=495&id2=427&id3=636&id4=428&id5=624...
Comparison Table (10) | Asus P525 | Sharp W-ZERO3 WS004SH | i-teq X-Bond | Gigabyte g-Smart i128 | Fujitsu-Siemens RPDA N520c | Fujitsu-Siemens RPDA N520p | LG PM800 | O2 XDA Atom Exec | Axia A308 | Gigabyte g-Smart i
http://pdadb.net/index.php?m=pdacomparer&id1=463&id2=534&id3=554&id4=557&id5=684...
Comparison Table (9) | Dallab DX8 | UBiQUiO 401 | Fujitsu-Siemens RPDA N560c | Fujitsu-Siemens RPDA N560p | Motorola HC700-G | Motorola HC700-L | Hewlett-Packard iPAQ rw6828 | O2 XDA Atom Pure | i-teq Bond
http://pdadb.net/index.php?m=pdacomparer&id1=470&id2=640&id3=682&id4=683&id5=569...
Comparison Table (11) | LG PM80 | Vodafone v1640 | Hewlett-Packard iPAQ hw6915 / hw6925 / hw6945 / hw6965 | Hewlett-Packard iPAQ hw6910 / hw6920 / hw6940 | Gigabyte g-Smart | Samsung SGH-i750 | AnexTEK moboDA 3360 | Fujitsu-Siemens Pocket LOOX C550 | Fujitsu-Siemens Pocket LOOX N560 | Intermec CN30 | Hyundai A200
http://pdadb.net/index.php?m=pdacomparer&id1=400&id2=149&id3=151&id4=317&id5=406...
Comparison Table (10) | Sharp W-ZERO3 WS003SH | Intermec CK60 | Verizon XV6700 | Samsung SCH-i830 / IP-830w | BenQ P50 | O2 XDA Atom | Audiovox XV6700 | Siemens P50 | Symbol MC70 Phone | Symbol MC70
http://pdadb.net/index.php?m=pdacomparer&id1=426&id2=597&id3=705&id4=389&id5=157...
3G/3.5G Smartphones using Xscale
Comparison Table (9) | I-Mate Ultimate 9150 | I-Mate Ultimate 8150 | O2 XDA Helen | Samsung SGH-i760 | I-Mate Ultimate 6150 | I-Mate Ultimate 7150 | Okwap K871 | Okwap K869 | I-Mate Ultimate 5150
http://pdadb.net/index.php?m=pdacomparer&id1=720&id2=719&id3=786&id4=660&id5=718...
Comparison Table (12) | Asus M530w | SoftBank X01T | HTC Advantage X7501 | UBiQUiO 503G | Toshiba Portégé G900 | O2 XDA Flame | Gigabyte g-Smart q60 | Asus P735 | Sharp EM-ONE S01SH | Toshiba Portégé G500 | T-Mobile Ameo | O2 XDA Zinc
http://pdadb.net/index.php?m=pdacomparer&id1=710&id2=769&id3=752&id4=753&id5=707...
Comparison Table (7) | Dopod U1000 | HTC Advantage X7500 | O2 XDA Atom Life | O2 XDA Graphite | Vodafone v1210 / SP 1210 | Fujitsu-Siemens Pocket LOOX T830 | Fujitsu-Siemens Pocket LOOX T810
http://pdadb.net/index.php?m=pdacomparer&id1=690&id2=687&id3=677&id4=663&id5=661...
Comparison Table (7) | Palm Treo 700wx | Motorola Q | Vodafone v1640 | Verizon XV6700 | Samsung SCH-i830 / IP-830w | Audiovox XV6700 | Palm Treo 700w
http://pdadb.net/index.php?m=pdacomparer&id1=585&id2=493&id3=149&id4=705&id5=389...
Comparison Table (20) | CyberBank POZ X501 | Qtek 9000 | Orange SPV M5000 | Samsung SCH-M600 | Sprint PPC-6700 | T-Mobile MDA Pro | O2 XDA Exec | Dopod 900 | I-Mate JASJAR | Samsung SCH-i730 | I-Mate PDA2k EVDO | CyberBank POZ B300 | CyberBank POZ X310 | Audiovox PPC-6600 | Audiovox PPC-6601 | Sprint PPC-6601 | Sprint PPC-6600 | Verizon XV6600 | CyberBank POZ X301 | CyberBank Triton 1880 KW
http://pdadb.net/index.php?m=pdacomparer&id1=417&id2=310&id3=311&id4=303&id5=409...
July 07 Smartphones using Xscale
Comparison Table (7) | Motorola Q8 | Samsung SGH-i718 | Asus M530w | SoftBank X01T | Sharp W-ZERO3 [es] WS011SH | HTC Advantage X7501 | UBiQUiO 503G
http://pdadb.net/index.php?m=pdacomparer&id1=712&id2=678&id3=710&id4=769&id5=772...
Popular models
Comparison Table (7) | O2 XDA Flame | Asus P535 | I-Mate Ultimate 7150 | Samsung SGH-i760 | Asus P525 | Toshiba Portégé G900 | Gigabyte g-Smart i300
http://pdadb.net/index.php?m=pdacomparer&id1=673&id2=635&id3=721&id4=660&id5=463...
Comparison Table (8) | HTC Advantage X7500 | O2 XDA Atom Life | I-Mate Ultimate 8150 | I-Mate Ultimate 9150 | HTC Advantage X7501 | O2 XDA Zinc | I-Mate Ultimate 6150 | Asus P735
http://pdadb.net/index.php?m=pdacomparer&id1=687&id2=677&id3=719&id4=720&id5=752...
Comparison Table (3) | I-Mate Ultimate 5150 | Samsung SGH-i718 | O2 XDA Graphite
http://pdadb.net/index.php?m=pdacomparer&id1=717&id2=678&id3=663
Comparison Table (7) | Fujitsu-Siemens Pocket LOOX T830 | Sharp EM-ONE S01SH | Hewlett-Packard iPAQ rw6815 | Asus M530w | Gigabyte g-Smart q60 | Fujitsu-Siemens RPDA N560e | Gigabyte g-Smart i120
http://pdadb.net/index.php?m=pdacomparer&id1=427&id2=725&id3=658&id4=710&id5=722...
Comparison Table (10) | O2 XDA Stealth | Hewlett-Packard iPAQ hw6915 / hw6925 / hw6945 / hw6965 | Asus MyPal A696 | O2 XDA Atom Exec | T-Mobile Ameo | O2 XDA Atom | Fujitsu-Siemens Pocket LOOX N560 | SoftBank X01T | Hewlett-Packard iPAQ rw6828 Titanium Black | Asus MyPal A639
http://pdadb.net/index.php?m=pdacomparer&id1=623&id2=151&id3=743&id4=507&id5=691...