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Proof that iPhone II has MRVL inside
http://www.appleinsider.com/articles/07/01/15/pogue_offers_answers_to_some_burning_iphone_questions.....
The company plans to add 3G wireless (in the form of HSDPA) to the iPhone once access is more widespread.
http://seekingalpha.com/article/35907
Mike Tate
Yeah, I can cover the, maybe first the progress of migrating the process technology. As you’re all aware the XScale processors were originally developed, they’re using proprietary Intel processes and we are in, we've been progressing, we've been migrating those designs into existing designs. That should be more specific existing designs into the foundry.
And initial samples look very, very promising and we are on target into migrating those devices, especially at the higher volume devices into the foundry. In the meantime, all the new designs are completely designed in the foundry process.
So we are, we are heavily engaged in the developments of 65-nanometers baseband and application processors and advanced processor technologies, new technologies and so on.
So, all those activities are going as planned and as those devices goes into production at the foundries, we will be able to see significant margin improvement, significant cost reductions as well as better capacities, practically unlimited capacity from the foundry. So, you want to cover the…
Sehat Sutardja
Yeah. On the revenue side the baseband is positioned very strongly in the smart phone, class of phones, which is a segment of the market that's doing very well. We're continuing to do very well supporting RIM's growth.
In addition, we are now sampling our next generation HSDPA baseband and the feedbacks in a very positive for that new device. And then also on the application processor side, we announced the Monahan Family in November and we're getting very good design traction with that device and we're expecting a nice ramp of these new application processors in the second half of the year.
Sehat Sutardja
Okay, all right. The answer to that is very clear. If it's a single chip device, one dye consisting of a stand alone application processor with integrated HSDPA edge, basically full, full 2G, 3G modem in a single piece of silicon. So it's not a 2-chip solution. A 2-chip solution, we already have actually its shipped, we have been shipping it a 2-chip solution for quite a while, already. This is the first time we have shipped very high performance application processor together with HSDPA functionality.
David Woo - Global Crown Capital
I see. So that's currently sampling?
Sehat Sutardja
That's correct. Currently sampling, making phone calls in IOT, progressing very, very well. And we will expect customers to be shipping in volumes by the end of the year.
David Woo - Global Crown Capital
In the one Chip?
Sehat Sutardja
One Chip solution.
iPhone II components, anyone ?
Who will provide 11g Wifi+Blue single chip ?
Who will provide 3G HSDPA baseband+App processor single chip ?
Who will provide pwr mgmt ?
Who will be the wireless carrier ?
Sehat Sutardja
The XScale processor is an internally developed processor architecture utilizes the ARM instruction set just like the Feroceon processor that we developed at Marvell originally in the last five years. Also, it's a processor architecture, family of processor architecture that utilized the ARM instruction sets. So in terms of the instructions, they are fully compatible with the standard instruction sets.
XScale, however, incorporates enhancement over the standard ARM processor, namely in the areas of video signal processing, image processing through the adoptions of the wireless MMX instructions that Intel originally developed for the PC desktop.
In fact, if you look at the instruction sets for the MMX of the desktop versus the XScale wireless MMX they are very, very close and that's the reason why it's a lot easier for the customers to port the video signal processing algorithms that people have developed in the PC space into the XScale platform.
So that provides our customer with improved performance at the same megahertz. Now, on top of that, XScale is designed from the ground up to be higher frequency, to operate that frequency, as well as today is the only processor, processor out there that have advanced power management capabilities. So be able to sleep, I mean to have very low standby power, at the same time be able to run at high frequencies when needed.
So if you look at the RIM, example of the RIM smart phone, you open up the battery and when it compared to -- the size of the battery compared to the size of the battery from competitors that used -- other people that use competitors application processors, you will notice that the battery is about, typically it's about half the size of competitor solutions.
At the same time, the standby power is like many, many times longer than the competitor solutions. So, the main difference is really between XScale and ARM, between XScale of Feroceon and ARM processor, really just the implementation. How we implement the architecture of the processor. The instructions, whatever runs on ARM processors, whatever runs on ARM processor will run on both on XScale and Feroceon. So we just provide them with better processor.
iPhone to support YouTube
http://www.appleinsider.com/articles/07/06/12/iphone_in_europe_youtube_on_iphone_zfs_not_happening.h....
Apple Europe frontman Pascal Cagni won't say precisely when and with which provider Apple plans to launch its iPhone in Europe, but when it does arrive it won't be offered with pre-paid plans that are popular in parts of the region.
Cagni told the Italian-language seeteB.IT that the Apple handset is slated for availability "at the end" of 2007 and will only be sold with a service contract.
Translation of relevant parts (thanks, Chris):
Q1) could you be more specific about the previous announcement that
the iPhone will be available in Europe in the 'fourth quarter'?
A: "We still don't know, the [release] period will be toward the end
of the year"
Q2) Have you chosen a carrier for Europe?
A: About the carrier, we still don't have any news to provide you. I
can say that for Italy, those of you very accustomed to pre-paid,
there will be issues with the iPhone.
Q3) then a more pointed question is asked: "...does this mean Apple
will pursue the same subscription only strategy in Europe & Italy (as
it is doing the US)?"
A: Yes, I can confirm that it has been decided that it will only be
offered by subscription"
Meanwhile, there's sure to be some dashed hopes if iPhone arrives later this month without support for Adobe's Flash media format. Right now, Flash is looking more like a "maybe" than a guarantee.
Apple chief executive Steve Jobs told the New York Times that "you might see" Flash support come to iPhone, but YouTube support would be present regardless.
"Yeah, YouTube -- of course," he said. "But you don’t need to have Flash to show YouTube. All you need to do is deal with YouTube. And plus, we could get ‘em to up their video resolution at the same time, by using h.264 instead of the old codec."
[Monahans PXA3xx supports H.264 video. Please refer to previous posts.]
Jobs also confirmed that iPhone won't support Java. "[It's] not worth building in," he said. "Nobody uses Java anymore. It’s this big heavyweight ball and chain."
iPhone II by end of 07
iPhone in Europe; YouTube on iPhone
http://www.appleinsider.com/articles/07/06/12/iphone_in_europe_youtube_on_iphone_zfs_not_happening.h...
The iPhone will not flop thanks to its impressive Web 2.0 capabilities
http://mac.blorge.com/2007/06/12/the-iphone-will-not-flop-because-of-its-impressive-web-20-capabilit....
Safari key to iPhone app developers: Jobs
http://www.zdnet.com.au/news/software/soa/Apple-opens-iPhone-to-developers-kind-of/0,130061733,33927....
http://www.appleinsider.com/articles/07/06/11/briefly_mossberg_provides_early_iphone_review_wwdc_und....
Speaking at The Chronicle of Higher Education's Presidents Forum in Washington, D.C., the journalist revealed that he had just received his sample of the Apple handset the same day. A quick public display of the device in his pocket had been enough to draw admiration from the crowd, according to one report.
For him, the real focus in coming weeks would be gauging the use of a touchscreen for typing, which eliminates the tactile feedback that some demand for messaging. The predictive typing and correction work "a little better" than expected, he said, but the small amount of time spent with the finished phone was "not a very fair test" and would need more supporting evidence to verify Apple's claims about its ease of use.
Still, Mossberg has already said the iPhone would promise a real improvement over current cellphone technology because of its full Mac OS X groundwork rather than using mobile-only code.
It will succeed "not because it’s better or necessarily better than your Blackberry," he said, "but this [phone] runs a real computer operating system."
Broader strategy seen in Apple's interface unification
http://www.appleinsider.com/articles/07/06/12/broader_strategy_seen_in_apples_interface_unification....
Max Pain this Fri at $17.5 ? MRVL might creep up near $17.5. S2 and CBS are authorities on this. Wonder what's the put/call ratio is for June, Jul, Aug and what they foretell us.
Apple's big game hunt: Safari aims to lure Windows users
http://www.mercurynews.com/business/ci_6119968
Very nice pics of the trio, Safari browser, Mac OS X Leopard, iPhone, with SJ in the middle.
http://www.mercurynews.com/business
Despite iPod, iPhone, Apple still focused on PCs
http://www.mercurynews.com/breakingnews/ci_6114686
Takahashi: Apple's Leopard may outpace Vista
http://www.mercurynews.com/business/ci_6119990
You're a kind man. Stock got no support because of delisting risk. Mgmt can't buy back stock to support it 'cause of option probe. Employees didn't benefit from low-price stock 'cause of blackout thanks to option probe. Even ESPP was suspended. Employees suffered a great deal while still performing at the highest level - Sehat wouldn't let anyone slack off. Investors should be thankful for we have a lot of time to accumulate the stock. MRVL is caught in a very unusual cross currents. The coiled spring is pressed even tighter. You know Newton's law - action, reaction. Furthermore, when the hands are called a straight flush would trigger multiple analysts' herd-mentality upgrades adding fuel to the fire.
S2, You are getting as excited as Sehat is. iPhone I & II are our best friends. You deserve the best !
Must Read, iPhone: The Killer App is Safari
http://blogs.pcworld.com/techlog/archives/004626.html
520Mhz XScale Asus Smartphones Bring Windows Mobile 6, Competition to HTC
http://gizmodo.com/gadgets/windows-mobile-6/?refId=236131
With the arrival of Windows Mobile 6, it seems like many Asian manufacturers are getting into the Smartphone game. Asus, the traditional motherboard (and various other devices) manufacturer goes toe to toe with HTC with a large line of WM6 phones.
There are a handful in various shapes and form-factors, but the most notable one could be the Asus Aries—an HTC Excalibur/Motorola Q-like device with a QWERTY on the bottom. It has WM6, f course, and Tri-band UMTS, a 2-megapixel camera, a scroll wheel (not like that lousy touchpad thing on the HTC Dash/Excalibur), a secondary camera on the front for video calls, and a 520Mhz XScale processor. It's impressive on paper, and should be an interesting alternative to HTC's offerings.
N95 CNET editors' review
The good: The Nokia N95 cell phone boasts a 5-megapixel camera that produces good-quality photos and videos. It comes with advanced multimedia capabilities and has a 3.5mm headphone jack. The Symbian smart phone also features integrated GPS, Wi-Fi, and Bluetooth, and an innovative two-way slider design.
The bad: The N95 lacks support for U.S. 3G networks [US NW is mostly CDMA, EVDO]; standby battery life is poor; and performance is somewhat sluggish. The hardware feels a bit cheap, and the sliding mechanism could be more secure. It's also very expensive.
The bottom line: With a 5-megapixel camera, advanced multimedia capabilities, and GPS, there's no doubt that the Nokia N95 is one of the most feature-packed smart phones to date, but poor battery life and sluggish performance make it hard to justify the high price tag.
CPU:
Dual CPU
CPU Type: ARM 11
CPU Clock Rate: 332 MHz
3D Graphics HW Accelerator
http://www.forum.nokia.com/devices/N95
ARM11-based Texas Instruments OMAP2420 running at 330 MHz
http://my-symbian.com/s60v3/review_n95.php
[iPhone HW is way better w/ longer battery life.]
WWDC: Event highlights
A short summary of events emerging from WWDC 2007
http://www.macworld.co.uk/news/index.cfm?newsid=18258
This article proves that Sam's App is not inside iPhone.
http://www.investorshub.com/boards/read_msg.asp?message_id=20252913
http://www.eetimes.com/showArticle.jhtml;jsessionid=Z25S510JIDT4WQSNDLRSKH0CJUNN2JVN?articleID=19990....
Sam can't provide App in their own 3G HSDPA and iPhone with both are launched in the same month competing against each other. It's called conflict of interest. Something has to give.
All smartphone competitors, NOK, Sam, Palm, MOT, LG scrambled to announce new products before iPhone launch to counter it.
BTW, AT&T delayed the HSDPA network build-out to work on 2.5G EDGE upgrade, aka Operation "Fine Edge".
Apple to launch 3M iPhones at 6 p.m. on June 29
http://www.appleinsider.com/articles/07/06/11/apple_to_launch_iphone_at_6_p_m_on_june_29.html
The smartest move in iPhone pre-history
http://www.webware.com/8300-1_109-2-0.html?keyword=iPhone+apps
iPhone to support third-party Web 2.0 applications
http://www.appleinsider.com/articles/07/06/11/iphone_to_support_third_party_web_2_0_applications.htm....
Apple unveils near final version of Mac OS X Leopard
http://www.appleinsider.com/articles/07/06/11/apple_unveils_near_final_version_of_mac_os_x_leopard.h....
Apple reignites browser war with 'Safari'
http://eetimes.com/news/latest/showArticle.jhtml;jsessionid=F1UNGOOXSOSQAQSNDLSCKHA?articleID=199903....
Leopard stars in this Apple show
UPDATED OS CONTINUES TREND TO ACCOMMODATE MICROSOFT APPLICATIONS
http://www.mercurynews.com/business/ci_6112311?nclick_check=1
MAC OX is the real reason that makes iPhone shines. It's all about users' experience, if the Wii is any indication. Moreover, iPhone has great HW too. What a great combo. Five yrs a head of time, iPhone gonna eat NOK, Sam, MOT's high-end/high-margin expensive, status symbol smartphone lunch.
FTC is 100% correct. Touchscreen controller is $2.5 at most - a bone.
S2's assesment is fair. IMHO, you don't have to wait that long. There are immediate catalysts. HDD will be icing on the cake.
Summer back to school and Xmas retail refresh will show a significant HDD recovery. In addition, enterprise's Vista/Santa Rosa upgrade would be huge in 2H07. Santa Rosa ITM uses MRVL's SoC
and requires at least one HDD (per INTC website) which likely has MRVL inside. That's two MRVL SoCs in every ITM Santa Rosa.
If MRVL is the main supplier for two hottest products on the planet, do you think the stock won't move ?
BRCM only supplies touch screen controller. iPhone has been a big dissapointment for BRCM, sorry S2. This shows that MRVL has much more upside potential than BRCM. MRVL won for highest performance at lowest power.
App proc: Xscale PXA, left as an exercise to BBQ/CBS/S2 to figure out what part at what speed. PXA margin is > 40%. In general, ASP: 320 > 310 > 300 at the same speed. Higher speed commands higher price and margin for the same part. Range: $18.5 - $25
APPL needs high performance devices to run full MACOS X.
iPhone is so amazing that it 's worth mentioning again, iPod+vPod+2.5G cell+MacBook computer+Internet all-in-one.
iPhone II will be 3G HSDPA in Oct 07 for Euro. APPL ordered 5MM iPhone II's from Quanta. MRVL is shipping single-chip HSDPA 3G baseband+Xscale. No analyst has factored these in for iPhone I and II; hence, the great upside potential.
Note that how excited Sehat was in the CC about Xscale. He mentioned Xscale more than a dozen times. I never seen anything like that. Why ??
That's why iPhone is 5 yrs a head of everybody according to SJ -
"Great SW wrapped in wonderful HW".
Low performance/high power consumption chips won't cut it.
300, 310 scale up to 624MHz. 320 scales up to 806 MHz. All three can run at 624 MHz.
11g Wifi: MRVL TopDog.
Baseband: Infineon.
Blue: CSR.
Samueli under oath: This would rule out BRCM as a candidate for App/video processor
[We all know by now that BRCM supplies the touchscreen controller chip in the iPhone.]
http://www.ocregister.com/ocregister/homepage/abox/article_1571428.php
Friday, February 9, 2007
Broadcom to furnish iPhone chip
Samueli testified that the company will supply Apple's phone with its technology.
By JOHN GITTELSOHN
THE ORANGE COUNTY REGISTER
It's been a rumor for months, but Broadcom Corp. Chairman Henry Samueli has confirmed – under oath – that one of the Irvine semiconductor company's chips will be used in the new Apple iPhone.
Samueli, who testified Jan. 16 in a copyright infringement lawsuit filed against his company by Qualcomm Inc., was asked on the stand if there is a commitment to using a Broadcom chip in the iPhone, which Apple Inc. CEO Steve Jobs unveiled a week earlier.
"We actually do have the chip inside the Iphone (sic)," the court transcript quoted Samueli saying.
[Only the court can override Steve's power on secrecy.]
Broadcom spokesman Bill Blanning declined to confirm or otherwise comment on the courtroom answer by Samueli, who co-founded Broadcom in 1991 and also serves as its chief technical officer.
Apple has not identified which chipmakers will supply parts for the iPhone, which is expected to go on sale late this spring for $499. It is a touch-screen-controlled device that can play music, surf the Internet and deliver voice mail and e-mail. Other companies rumored to be furnishing chips for the iPhone are Samsung Electronics Co. and Marvell Technology Group Ltd.
Broadcom already supplies video chips used in some of Apple's iPods.
Samueli did not specify what type of chip Broadcom will supply to Apple. However, he did say that it would not be an H.264 chip, which is used for encoding and decoding video images transmitted to mobile phones. That was the type of chip Qualcomm claimed as its intellectual property in the federal lawsuit.
[This would rule out BRCM as a candidate for App/video processor.
Xscale PXA300, 310, 320 all support H.264.
http://www.techarp.com/showarticle.aspx?artno=365&pgno=0]
The San Diego federal court jury in the case found Broadcom had not violated Qualcomm's intellectual property rights, as alleged in the suit.
If you notice that QCOM bullied BRCM who bravely fought back successfully. Even more subtle, BRCM asked for QCOM chip ban as they knew full well that this would not affect iPhone using 2.5G EDGE and 11g Wifi. In fact, this would help iPhone tremendously just before the most hyped launch in the 21st century. As the most important and coveted customer, Scott wouldn't do anything to antagonize Steve.
If you crossed Steve once, you can't cross him twice.
QCOM is basically black-listed by Steve.
The timing couldn't be better. The stars indeed align for MRVL and iPhone.
Did you notice how many times Sehat mention Xscale in the CC and Q&A ? How excited he was about current and future Xscale biz ? Does he have a good reason to ? Draw your own conclusion.
Xscale is more superior than others for its power efficiency and high performance. There is usually trade-offs between the two. However, Xscale excels in both, which makes it uniquely qualified. In tech jargon, it uses dynamic voltage, frequency scaling (throttling back voltage and frequency in low activity), power gating in standby/sleep mode, multi voltage islands, multi threshold voltage.
iPhone is vPod/iPod/2.5G cell/deskktop Internet all-in-one. With so many simultaneous capabilities and great user experience, power savings/long battery life is of paramount importance.
It's true that all three devices can be run at different speeds than max speed. 5 hrs of battery for continous simultaneous usage is advertised for iPhone.
With such a punishing requirement, it's easy to see Sam can't do it. Sam even had to use Xscale. It's funny how people worship the 6, 7-figure analysts. It seems the higher pay a person get, people believe them more. That's pretty convoluted.
IMHO, iPhone dodged a fatal bullet by not doing biz w/ Verizon. APPL approached VZ first. VZ spurned them as VZ didn't like the terms dictated by APPL. Carriers are used to dictating the terms, not the other way around.
The ban affects the high-speed EV-DO and WCDMA network technologies. Carriers that stand to suffer most are Verizon Wireless and Sprint Nextel, which rely heavily on Qualcomm chips.
http://www.mercurynews.com/businessheadlines/ci_6100978?nclick_check=1
Had APPL gone w/ VZ, they could have used QCOM baseband instead of Infineon. Consequently, iPhone would have been banned and other chip suppliers would suffer.
We talk about extraordinary luck for APPL, and chip suppliers.
Every dog has its day, more so for the TopDog. It seems the stars are finally lining up for MRVL.
Different speed grades and processor series have different gross margin. Figuring out the right one makes $120MM difference over six quaters.
Hot chicks w/ hot phones needs a cool guy like you w/ a cool iPhone, the new status symbol.
iPhone-II is slated for Sept/Oct 07 for the envious Euro, which supports HSDPA mfgr'ed by Quanta, 5 MM units to start. Hon Hai mfgr'ed iPhone-I.
Guess who has been shipping the integrated (single-chip) HSDPA 3G + the greatest App processor on earth ?
MRVL is about integration to reduce die size, cost, power. That's music to cellphone OEMs.
I don't think iPhone will support CDMA, WCDMA, CDMA2000, EV-DO in the near future due to QCOM's litigious nature. APPL can't afford to stop iPhone-III shipment due to the QCOM bulldog. QCOM probably shot itself in the foot. APPL would never use QCOM chip as nobody bullies Steve. This opens doos for TI/MRVL/Infineon, ...
The dust might settle earlier than you think with early Teardown report and pics from ...
Filing will be done sooner or later.
Let's start counting down to the launch. Today is 6/9/07.
20 more days or sooner ... Good luck to the long suffering faithfuls.. This too shall pass.
11g by MRVL, Blue by CSR in Cambridge, quadband GSM/EDGE baseband by Infineon. Investors are debating who will provide App processor. Screen controller by BRCM. Flash by Sam, second sourced by INTC, Toshiba.
App processor ASP of $18.5 is very conservative already. It could be higher. The range is $18.5 - $25. Of course, 320 at upto 806MHz has higher ASP than the 300, 301 at upto 624MHz.
That's why it's important to identify the right part and speed grade.
11g+transceiver+Power Amplifier: $13 - 15
The radio is already integrated in the Wifi baseband chip TopDog.
Note that Wifi margin by itself is low.
Pwr mgmt (switching voltage regulator,...):$2.5
Remember the power of bundling pricing. A vendor w/ that power has a better chance to win.
An iPhone design win will beget more design wins. In sales jargon, it's a great reference account which apts to open more doors for you since the vendor already passed the toughest exam imaginable.
You are absolutely right in my opinion. I could be wrong. Do your own DD. Don't believe in anything I said whatsoever. It begs a multiple choice Q/A: 300, or 301, or 320, and at what speed.
BBQ, you are quite a writer.
Let's go through the process of elimination. Looking at their technical details,
Two of them are pin compatible, plug-and-play.
Two of them scale up to the same speed.
Power budget is limited. So speed is important.
DMIPS/MHz/mW is important too.
MRVL licensed MOT cellphone protol stack SW for ref. design.
Cost is secondary.
Remember that iPhone is iPod/vPod/2.5G smartphone, all in one.
Did I ever mention Roadmap ? A superior Roadmap is mandatory.
A stable suppier which could guarantee a prescribed quantity.
Yield must be excellent. INTC agreed to mfgr Xscale for a few years. This should allow MRVL plenty of time to work w/ TSMC, and others.
It's left as an exercise for the astute investors. Royal straight or a pair of Jacks ?
Zune phone, G phone, iPhone II, iPhone III. It's four Aces. Royal Flush: Total world dominance by kicking TI's and QCOM's butts.
I have mentioned many times that Vista/Santa Rosa upgrades will fuel a renaissance of HDD and ITM which requires at least one HDD (ITM uses MRVL SoC) in 2H07 and 08. MRVL story is about riding product upgrade cycles.
There is no way such a high level INTC exec can say something that is not true regarding such a high-profile app processor design win in iPhone - the launch of the century. IMHO, he slipped his tongue and can't repudiate it. That part of the article was quickly deleted afterwards.
This is the most convincing proof in my mind. Do your own DD.
Supporting this idea is Xscale Roadmap dove-tails with iPhone development.
iPhone - for North America, 2.5G, EDGE, quad-band GSM, 11g
iPhone II - for Europe, 3G HSDPA+App processor single chip, 11g, slated for Oct 07.
iPhone III - GPS, dual screen, front and back, 11g, maybe 3G-WCDMA, HSDPA, quad-band GSM, MobilTV, ... maybe by WWDC 08.
http://www.macrumors.com/2007/01/21/xscale-arm-cpu-in-iphone/
IlSole24ore.com interview with Intel executive Dario Bucci reveals that the processor in the Apple iPhone will be based on the XScale architechture. Translation from DaringFireball.net:
The chips in the new Apple iPhone are made by Intel?
No, they’re Marvell’s. We sold our Xscale architecture to this company. However Apple is one of our best customers for flash memories and our NANDs are featured in the new handheld.
XScale is an implementation of the ARM architecture originally designed by Intel. Intel's PXA family of XScale processors, aimed at mobile phone applications, was sold to Marvell in June 2006. When the iPhone was first released, there had been speculative claims that Samsung's ARM chip would be used but this had never been verified. If Bucci's comments are accurate, then it appears that Marvell will be supplying the CPUs for the iPhone.
Marvell currently lists 3 families of mobile application processors on their website: PXA3xx, PXA 27x, and PXA255.
Marvell applications processors deliver advanced integration, leading multimedia performance, and superior power savings for cellular phone, PDA, handheld consumer, and embedded markets. Based on the Intel® XScale technology and featuring integrated memory, Marvell’s applications processors are ideal solutions for low-power, space-sensitive devices. Marvell silicon provides the headroom for advanced applications within a range of power specifications, so manufacturers can differentiate their offerings now and into the future. From streaming video to mixing MP3s, the Marvell suite of applications processors delivers advanced multimedia performance with enhanced battery life to feature-hungry technology consumers on the go.
The 2006 sale of the technology to Marvell would explain an early denial by Intel that it is producing the processor for the iPhone.
Until they are Nasd compliance, they can't tout the stock. First thing first. Their IR was hamstrung by that. I am sure IR took a lot of beatings from investors. Let's give them the BOD. When the dust settles, mgmt needs to repair investor confidence, those stuck with them through thick and thin, by hitting the road visiting Confabs and inst investors drum-beating the stock much like IPO trips.
I have a lot of faith in Sehat and the mgmt team to do just that. I can't imagine the level of stress mgmt and employees are going through, ironically at the onset of the biggest turnaround/reinvention of the company. The confluence of the timing is interesting.
It must have hurt Sehat and Weili dearly, him to demote her, her to watch other nannies taking care of their baby.
We, as shareholders, suffer a lot too. But we know we can almost see the light at the end of the tunnel.
This stock deserves to be traded higher that the current level. Hopefully, 07/07/'007 will bring good luck.
"Only a wounded deer jumps the highest."
iPhone details uncovered in Sales Training Workbook
http://www.engadget.com/2007/06/09/iphone-details-uncovered-in-sales-training-workbook/
Qualcomm ban would hit Sprint, Verizon hardest
ONLY IPHONE, NOKIA WOULD BE UNAFFECTED
http://www.mercurynews.com/businessheadlines/ci_6100978?nclick_check=1
The ban affects the high-speed EV-DO and WCDMA network technologies. Carriers that stand to suffer most are Verizon Wireless and Sprint Nextel, which rely heavily on Qualcomm chips.
If upheld, the ban will apply to about 4.2 million phones encompassing 11 models this year, according to Tina Teng, an analyst at research firm iSuppli. That would represent less than 5 percent of North American phone shipments for the second half of the year, she said.
The order will not affect the June 29 introduction of Apple's iPhone. AT&T has exclusive rights to carry the iPhone, and the gadget's first version uses the carrier's EDGE network, which is not covered by the ITC ruling.
White House defers
Hardest hit among manufacturers would be LG Electronics, Samsung Electronics and Motorola, which is slated to introduce its Razr 2 phone later this year, analysts said. Nokia, the world's largest handset maker, would be almost unscathed.
The White House said Friday that it will defer to the U.S. Trade Representative, as it has on ITC rulings since 2005. A USTR spokeswoman, Gretchen Hamel, said the agency would study the decision.
San Diego-based Qualcomm is working to develop chips that do not depend on Broadcom's patent, but Edward Snyder, an analyst at Charter Equity Research, estimated that it may take up to two years to find an alternative.
[This gives MRVL/TI a lot of time to take QCOM's sockets. Once the sockets are taken, MRVL/TI can hold on for a long time.]
Irvine-based Broadcom said Thursday that it remained willing to negotiate rights to its patent, which covers a technology that conserves battery power when a cell phone is out of network range. Lou Lupin, Qualcomm's general counsel, said Broadcom's demands were unacceptable.
iPhone Details from AT&T's Sales Training Workbook
http://www.macrumors.com/2007/06/08/iphone-details-from-atandts-sales-training-workbook/
Apple's iPhone Specs and Requirements
http://www.macrumors.com/2007/06/08/apples-iphone-specs-and-requirements/
iPhone may become king in cellphone chip ban
http://www.appleinsider.com/articles/07/06/08/iphone_may_become_king_in_cellphone_chip_ban.html
Cellphone ban could favor iPhone, hurt Verizon
http://www.electronista.com/articles/07/06/08/qualcomm.chip.ban/
Atmel, Foundry Networks Get Delisting Stay. MRVL will too. Though, IMHO, it will be clean by 6/28.
http://www.thestreet.com/_yahoo/newsanalysis/techsemis/10361645.html?cm_ven=YAHOO&cm_cat=FRE....
Qualcomm chips banned
BROAD PATENT-INFRINGEMENT RULING EXCLUDES MANY NEW CELL PHONES FROM U.S. MARKET
http://www.mercurynews.com/businessheadlines/ci_6090822?nclick_check=1
HSDPA 3G iPhone-II to be shipped 09/07, 5 MM units in 08
Did Quanta just confirm a second-gen iPhone?
http://www.itwire.com.au/content/view/12499/1103
[MRVL is shipping integrated HSDPA+PXA3xx single chip.]
By Alex Zaharov-Reutt
Tuesday, 29 May 2007
Rumors, reports and now a seeming confirmation that Quanta will also be building the Apple iPhone sees Quanta’s statement point to a second generation model, which another report suggests could come with a different case design.
It’s no surprise to see the stock of Taiwanese computer and cell phone manufacturer Quanta having risen on the rumor they had won the bid to build iPhones for Apple, especially after they fell for Apple when Engadget’s mistaken original iPhone delay report came out last week.
Quanta and Apple already enjoy a strong relationship, with Quanta building both MacBooks and iPods for Apple to sell worldwide, although Foxconn (Hon Hai Precision Industry) is reported to be building the first batch of iPhones due to arrive in the US market by the end of June.
Reports suggest Quanta has received an order for 5 million iPhones which are to be shipped in September, and if the report in Digitimes is correct, which reports that the ‘new’ iPhone will “be similar in function to those from Foxconn but with a different outer design to fit different markets”.
Presumably this could entail a 3G or even 3.5G HSDPA iPhone for European markets due to get the iPhone by the end of the year, or even the addition of more memory – imagine a 16Gb or even 32Gb iPhone, unlikely though those will be this year mainly due to the high cost of 16 or 32Gb of flash memory.
Quanta initially offered no comment on the rumors and reports that it had secured the right to also manufacture iPhones, but since then, Quanta has made a statement in the news section of their website entitled: Quanta Computer Address News Report on " Quanta Receive iPhone Order".
Here Quanta answer the question, did “Quanta receive iPhone order?”.
Their response is: “Quanta and Apple are building a tighter than ever relationships. Quanta not only manufactures NB and iPod for Apple, but also may have receive the order to make the second generation of the Apple iPhone. iPhone is a smartphone based mobile, and the second generation model shipment is expected in September 2007 with forecast of 5 million units in 2008”.
So, is Quanta’s iPhone a true upgrade to the original iPhone, with faster connection speeds for European markets, along with a different case design as Digitimes reports?
Or is it simply a statement that Quanta will be the second manufacturer of iPhones, with the bit about ‘second generation’ being slightly lost in translation?
Of course, Apple will never say, and if Quanta has said the wrong thing, they’ll certainly be much more careful about what they say in the future.
So, as per usual, we’ll just have to wait and see what the first iPhone brings, and engage in plenty of fantastic speculation on what will appear in the European iPhone until it launches and is on store shelves!
http://www.quanta.com.tw/Quanta/english/allnews/allnews_hot.aspx#
http://www.forbes.com/technology/feeds/afx/2007/05/28/afx3763731.html
Apple is also slated to launch the iPhone in Europe around Christmas, with Deutsche Telekom subsidiary T-Mobile seen as the most promising partner, according to the report.
The Xscale assembler supports VFP (Floating Point) instruction.
Some Phones With Qualcomm Chips Banned
http://biz.yahoo.com/ap/070607/qualcomm_broadcom_itc.html?.v=6
Q either pays u, settles, cross-licenses, or let MRVL, TI takes over sockets.
S2, I agree that iPhone will be in stores a few days before launch. We might get pics before the 6/28 Nasd deadline. Talk about double-boost, 2-stage rocket.
S2, I told you MRVL is the contrarian indicator. Smart money is sniffing like a well-trained TopDog.
It's Credit Suisse, not MS. This lent even more credibility to MS tgt.
Credit Suisse, Cayman Islands Branch ("Credit Suisse"), as administrative agent, LaSalle Bank National Association, as syndication agent, and Keybank National Association and Commerzbank AG, as co-documentation agents (the "Credit Agreement") dated November 8, 2006, Marvell Technology, Inc. ("MTI"), a wholly-owned subsidiary of the Company, entered into a deed of trust, security agreement, assignment of rents and leases and fixtures filing on May 18, 2007 to First American Title Insurance Company, as trustee in favor of Credit Suisse, Cayman Island Branch, in its capacity as Agent ("Deed of Trust") granting Credit Suisse a security interest in the property on which the Company's U.S. headquarters is located.
I know MS well. Their research analysts are very good in the tradition of Mark Edelstone - the Ax. They are rarely wrong in semi. Nobody comes close to Mark. You can ask your broker.
GS - 12 mo tgt - is low.
MS target (12 mo ?) is about right as MRVL 08 EPS is $0.80 to $1. Xscale is the steal of the decade. It's a runaway success.
INTC was on the rope against AMD last year. It had a bundle deal with APPL which switched wholesale from PowerPC to Pentium (IA-32) and Xscale package. INTC GM and net rev in IA-32 is far more than Xscale.
To INTC Xscale is chicken liver. It thought it had an option to go back to smartphone, PDA, ... in the future if this thing becomes too big to ignore using the IA-32. IMHO, it made a blunder, a strategic mistake since it's very hard for customers to move away from ARM arhitecture. Look at how dominant (95%) ARM is in cellphone, PDA, handheld multimedia devices like MP3 for a decade.
INTC needs to refocus to its core biz.
Intel Plots A Comeback
http://members.forbes.com/forbes/2007/0604/092.html
In cellphone biz, it takes a long time to move a platform due to SW protocol stack, longer field trials at carriers.
BTW 2. You are intelligent, close enough.
BTW 3. 7/2 is when the hands are shown, the chips are down. Teardown report time. Teardown can only be done after 6/29 for obvious reason. It's put up or shut up. Do you believe we got a royal straight or a pair ? How much do you win in each case ?
7/4 The thrill of victory or the agony of defeat ?
Don't forget that a great design win begets another if it turns out to be - avalanche effect.
Sector Snap: Apple Suppliers
http://biz.yahoo.com/ap/070607/sector_snap_apple_suppliers.html?.v=2
Full Marvell XScale PXA3xx Application Processors Tech Report & Great Picture
http://www.techarp.com/showarticle.aspx?artno=365&pgno=0
Detailed Comparison between PXA300, 310, 320
http://www.techarp.com/showarticle.aspx?artno=365&pgno=1
How Fast Are They?
http://www.techarp.com/showarticle.aspx?artno=365&pgno=2
How Power-Efficient Are They?
http://www.techarp.com/showarticle.aspx?artno=365&pgno=3
Conclusion
http://www.techarp.com/showarticle.aspx?artno=365&pgno=4
PXA300 was shipped in volume slightly before PXA310. Due to pin compatibility (drop-in replacement) customers can use PXA300 first to develop/qualify/test SW/HW, then drop in PXA310 to get much better VGA graphics. It's a very smart decision by MRVL.
The following link has good picture showing PXA3xxx Mobile Internet Application Performance (Dhrystone MIPS) and VGA (H.264, 30fps)
http://www.techarp.com/showarticle.aspx?artno=365
I posted earlier that PXA300 and PXA310 are pin compatible. You just swap out the part, the phone would work if you want high resolution multimedia VGA play back capability (H.264, 30fps) at low power.
I can't emphasize enough how important this pin compatibility is for tech savvy people. It's instrumental in getting design wins.