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cutterscnr

08/03/07 11:55 AM

#8230 RE: The_Net #8228

just out on briefiing.com (1 Rating) 3-Aug-07 09:15 am 09:06 MRVL Marvell: Added to AmTech's Focus List; checks indicate improving HDD, Wi-Fi, and XScale trends; are buyers of recent weakness (17.32 )

AmTech adds MRVL to their focus list noting recent checks indicates that MRVL's HDD IC business (~45% of rev) is seeing stabilization as inventory levels continue to get worked down due to better than expected PC shipments. Stronger PCs are also benefiting its GigE controller and PHY businesses (~12%) where customers include leading motherboard manufacturers Asustek, Gigabyte, Foxconn, MSI, and ECS. Wi-Fi (~6%) is seeing stronger trends with the adoption of 802.11n in PC and home networking applications and continued penetration in game consoles and cell phones. XScale (18%) continues to see robust trends as MRVL's fastest growing business particularly at RIMM..

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Lakers_w

08/03/07 12:09 PM

#8231 RE: The_Net #8228

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.