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Re: wbmw post# 139390

Tuesday, 02/24/2015 6:51:42 PM

Tuesday, February 24, 2015 6:51:42 PM

Post# of 152271
It might be customer availability dates,

I'm seeing phones out with the 6732..but not the 6735..so that chart probably reflects commercial handset release timing. So...given we haven't even seen 3G Sofia devices released yet..and 4G Sofia was lagging 3G by a couple quarters (I believe)..that would put device availability at or around 4q '15. So projecting forward the competition in the entry level 4G market will be the 6735 from Mediatek and at least the 210 from Qualcomm (with a 215 likely following in 1q '16)...so little to no help to the MCG p&l that I can see in '15.

Question for you..when you say "cost optimized"..what exactly does that mean..given everybody is using the same fab (TSMC)..??
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