Mobile semiconductors blog
Spreadtrum takes market share in Chinese smartphone market in Q1 2015Vegator
DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%. In terms of overall shipments, a
28. Duben 2015 v 13:47

Spreadtrum takes market share in Chinese smartphone market in Q1 2015

Od: Vegator

28. Duben 2015 v 13:47

DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%.

In terms of overall shipments, according to DigiTimes unit sales of smartphones by Chinese manufacturers declined significantly by about 30% in Q1 2015 compared to Q4 2014, with manufacturers focusing on export sales suffering the largest declines. Huawei, which is moving towards a strategy of using mainly in-house chip solutions from its HiSilicon division, was relatively unaffected and took market share in the quarter.

Spreadtrum's product line

Spreadtrum's increase in 3G smartphone solution shipments most likely reflects the 28 nm SoC it announced in June 2014, the SC883XG. This SoC features a quad-core Cortex-A7 CPU running up to 1.4 GHz, an ARM Mali-400 MP2 GPU, modem support for TD-SCDMA/HSPA(+) and GSM/GPRS/EDGE with dual-SIM capability, and integration of Spreadtrum's Wi-Fi/Bluetooth/GPS/FM chip technology.

The features of the SoC are extremely similar to MediaTek's successful MT6582 platform, which has been on the market for more than one and a half years. The combination of quad-core Cortex-A7 CPU, Mali-400 MP2 GPU and a high level of integration of other functionality on a 28 nm process appears to deliver good performance and very good power efficiency for cost-sensitive devices.

Spreadtrum also recently announced volume shipments of the SC7731G with 3G modem and the SC9830A with LTE modem. Rather than using Cortex-A53 CPU cores, the new chips continue to use efficient Cortex-A7 cores with Mali-400 MP2 GPU with support for Android 5.

MediaTek's 3G market share impacted by Spreadtrum

The DigiTimes report attributes MediaTek's loss of market share in China in Q1 2015 mainly to Spreadtrum's gains for 3G smartphone SoCs, where MediaTek has had a strong position. However, Qualcomm is likely to be a significant factor as well, with indications from new model announcement by companies such as TCL (Alcatel), ZTE, Lenovo/Motorola and others that MediaTek's late introduction of low-cost 4G solution has hurt the company. The resolution of the Chinese monopoly investigation into Qualcomm is also likely to be a factor.

Additionally, a trend has been noticed whereby second and third-tier Chinese smartphone manufacturers have lost share to the largest first-tier manufacturers in China. Since MediaTek's share among second and third-tier manufacturers has been the strongest, this has hurt MediaTek's shipments.

Projections for Q2 2015

For Q2 2015, DigiTimes expects overall AP shipments in China to increase 17.6% sequentially from the low base set in Q1 2015, although that still amounts to an increase of 18% over the same quarter last year (Q2 2014). DigiTimes expects MediaTek to recover some share to reach 48.4%, with Qualcomm seeing a small decline to 21.3% and Spreadtrum's share declining to 15.2%. DigiTimes attributes Spreadtrum's loss of momentum to pressure from MediaTek's 3G solutions, which probably reflects price reductions implemented by MediaTek after it saw shipments decrease and inventories build.

Sources: DigiTimes Research (smartphone AP shipments in China in Q1 2015), (DigiTimes Research (Chinese smartphone shipments in Q1 2015), Spreadtrum (2014 smartphone chip announcement), Spreadtrum (2015 smartphone chips announcement)

Mobile semiconductors blog
HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoCVegator
Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of
16. Duben 2015 v 16:10

HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoC

Mobile semiconductors blog

Od: Vegator

16. Duben 2015 v 16:10

Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of eight cores) is reminiscent of Qualcomm's midrange Snapdragon 615 SoC, which runs at lower clock frequencies.

Huawei also introduced high-end models of both the P8 and P8max with larger storage capacity featuring the Kirin 935 SoC, which is a higher-clocked version of Kirin 930. The Huawei P8max is a smartphone with an unusually large 6.8" display.

SoC is targeted at performance-oriented devices

The Huawei P8 models are higher-priced performance-oriented smartphones, and the characteristics of the SoC match this segment. Apart from the high maximum clock speed of the Cortex-A53 cores, the external RAM interface is likely to be a dual-channel 32-bit configuration like previous performance-oriented SoCs from HiSilicon. Presentation materials from Huawei describe the Cortex-A53 cores in the faster cluster of four CPUs as being of a special, performance-enhanced type, which probably reflects the application of ARM's PoP core-hardening technology whereby the core is optimized for running at a specific frequency and a particular power profile, trading performance against die size. The process technology used is likely to be TSMC's proven 28HPM process.

The SoC is reminiscent of MediaTek's recently introduced MT6795 (Helio-X), which also targets the performance segment with an octa-core Cortex-A53 CPU configuration. MediaTek's SoC has been reported to have been adopted by competitors of Huawei such as HTC and Xiaomi.

Previous generation Mali-T628 MP4 GPU used

Rather than using an updated current-generation GPU like Mali-T760, the specs sheet for the P8max indicates the Kirin 930/935 SoCs continue to use the Mali-T628 MP4 GPU that was previously used in the Kirin 920 SoC. This GPU core is not known for great power efficiency, although there are suggestions that the more efficient Mali-T760 (which features memory bandwidth optimizations) has a relatively high silicon area and cost.

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Apart from Kirin 930, HiSilicon has also introduced the Kirin 620 SoC, which is an octa-core Cortex-A53 based SoC for the cost-sensitive segment, clocked up to 1.2 GHz and with a single-channel memory interface. This means Huawei now has in-house Cortex-A53-based SoCs suitable for most of its smartphone product range.

Sources: Huawei (P8 announcement), Huawei (P8max announcement), AnandTech (Huawei P8 announcement article)

Updated 17 April 2015.

Mobile semiconductors blog
Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applicationsVegator
Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been ta
19. Březen 2015 v 01:24

Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applications

Mobile semiconductors blog

Od: Vegator

19. Březen 2015 v 01:24

Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been targeted at smartphones. For example, the original Snapdragon 410 SoC appears not to support ARMv8 at all, while the new chip is clearly targeted at 64-bit platforms.

Development board released

Qualcomm recently announced the DragonBoard 410c, a development board with support for Linux and Android. It features a quad-core 1.2 GHz Cortex-A53 processor with Adreno 306 GPU, 533 MHZ LPDDR2/LPDDR3 SDRAM, HDMI output and several I/O interfaces. The HDMI output is limited to 30fps at 1080p.

The board is designed to compatible with the 96Boards initiative from Linaro, the non-profit engineering organization developing open source software for the ARM architecture.

With 64-bit support and a maximum clock speed of 1.2 GHz, the APQ8016 SoC that is used on the board most likely uses a more recent version of the Cortex-A53 core than the original Snapdragon 410 processor for smartphones, while being manufactured using the same 28LP process at TSMC.

New SoC probably targets tablets as volume driver

There are indications that the new chip will be used in Wi-Fi-only tablets, such as recently announced Samsung Galaxy Tab A series. There have also been indications that Qualcomm is stepping up its efforts to target Chinese tablet manufacturers.

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

Whereas in the past major smartphone SoC companies kept their closed-source drivers separate from the open-source Linux community, more recently companies such as Qualcomm and MediaTek have started releasing open source contributions for the Linux kernel to support selected SoC products. Both companies have also recently joined Linaro, the engineering organization developing open source software for the ARM architecture.

For both companies, the SoCs supported in the mainline Linux kernel are applications processors without an integrated modem. Qualcomm is supporting the APQ8016 mentioned above while MediaTek has contributed code for the MT8173 tablet processor.

Sources: Qualcomm (Dragonboard announcement), Qualcomm (Windows 10 IoT platform announcement), CNXSoft (DragonBoard 410c article)

Mobile semiconductors blog
China tablet processor market declines in Q1Vegator
According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for th
6. Březen 2015 v 10:08

China tablet processor market declines in Q1

Mobile semiconductors blog

Od: Vegator

6. Březen 2015 v 10:08

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015

Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share

It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers

In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015

By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article), DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Mobile semiconductors blog
Qualcomm and MediaTek see challenges in smartphone SoC marketVegator
Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015. Qualcomm lowers forecast for 2015 due to weakness at major customer In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not se
17. Únor 2015 v 08:46

Qualcomm and MediaTek see challenges in smartphone SoC market

Mobile semiconductors blog

Od: Vegator

17. Únor 2015 v 08:46

Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015.

Qualcomm lowers forecast for 2015 due to weakness at major customer

In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not selected the Snapdragon 810 processor for an upcoming flagship product. This is widely believed to refer to Samsung's upcoming Galaxy S6. In fact the trend of increasing use of in-house Exynos processors already started last year, as models such as Galaxy Alpha, Galaxy S5 Mini and Galaxy Note 4 already saw increasing use of Samsung's own Exynos processors, including modem technology in some cases.

Qualcomm also mentions a share shift among major OEMs that will result in relatively more modem chips as opposed to SoCs (clearly referring to Apple, which only uses Qualcom's modem chips), as well as heightened competition in China. Recently, Qualcomm also recently announced a resolution of the anti-trust investigation by authorities in China, which amounts to a reduction in the patent royalty rate it charges to customers in China.

Qualcomm's total market share currently still strong

At the moment, Qualcomm's market share for smartphone SoCs is still strong as shown by unit shipments and revenues for Q4 2014 and Qualcomm's estimates for Q1 2015, although its product mix has shifted to lower-end products. In comparison to competitor MediaTek, Qualcomm is doing much better in terms of maintaining or growing unit shipments (with Qualcomm in fact seeing a 14% increase in unit shipments in Q4 2014), suggesting that Qualcomm is taking market share from MediaTek as products such as Snapdragon 410 and the new Snapdragon 210 take over large parts of the low-end cost-sensitive market (especially in China) where MediaTek's 3G solutions where previously dominant.

MediaTek losing market share despite successful new products

Meanwhile, although MediaTek has seen widespread adoption of its new MT6752 and MT6732 SoCs with integrated LTE modem for the cost-sensitive mid-range market, the company saw lower unit shipments in Q4 2014 and predicts a 10 to 18% revenue decline for Q1 2015, suggesting its smartphone SoC shipments are under pressure. Given the fact that the new 4G chips have higher selling prices than existing 3G chips, the revenue decline probably reflects a relatively dramatic decline in shipments of existing 3G solutions, with resulting loss of total market share, although price reductions may also play a role. MediaTek has been affected especially by the late introduction of integrated 4G solutions and the lack of a low-end 4G solution and to a lesser extend the delayed introduction of the high-end MT6795.

Captive mobile SoC use becoming more important

Within the total smartphone SoC market (and also in the tablet maket), captive supply (whereby a smartphone manufacturer uses its own SoCs in its smartphone models) is becoming more important, which affects the market opportunity for companies such as Qualcomm and MediaTek. I already mentioned Samsung's increasing use of Exynos processors, which has a significant impact as Samsung is one of the two largest smartphone manufacturers. A major Chinese manufacturr, Huawei, is also increasingly using SoCs from its own HiSilicon division, also extending to lower end models. Apple's gains in market share also has an effect (especially on the high-end market) since it uses proprietary SoCs.

In the tablet market, the low-end and Chinese white-box market is seeing a sharp reduction in shipments in Q1 2015, with market share shifting to brand names (where captive solutions are more important, such as at Samsung) as total shipments are estimated to decline dramatically. This greatly affects traditional players in the tablet SoC market such as Rockchip, Allwinner and MediaTek. Intel's strategy of subsidizing tablet SoCs has also had an impact. According to DigiTimes, the total tablet market will decline 30% sequentially in Q1 2015, with estimates of a decline of 12% for the whole year 2015.

Sources: DigiTimes (tablet market article), DigiTimes (MediaTek results), Qualcomm, MediaTek

Mobile semiconductors blog
Smartphone SoC market share in China in Q1 2015Vegator
Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014. The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand. Qualcomm sees declining shipments, but comes off a strong base The article
3. Únor 2015 v 23:00

Smartphone SoC market share in China in Q1 2015

Mobile semiconductors blog

Od: Vegator

3. Únor 2015 v 23:00

Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014.

The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand.

Qualcomm sees declining shipments, but comes off a strong base

The article mentions that Qualcomm's Snapdragon 400 and Snapdragon 600 series are facing a strong challenge from comparable parts from MediaTek, with the cost structure of presumably Snapdragon 615 being less competitive than that of (presumably) MediaTek's MT6752. In earlier posts, I already compared these SoCs in some detail, and there are reasons to expect that such a cost-structure advantage for MediaTek does exist.

However, any decline for Qualcomm will come off a strong base in Q4 2014, which saw its dominance of the integrated LTE SoC market translate into market share gains (mainly at the expense of MediaTek), also in China. For the cost-sensitive part of the LTE market (covered, for example, by Snapdragon 410 and the upcoming Snapdragon 210), it does not yet face a challenge.

MediaTek struggling to reverse trend of market share decline, but product mix improves

MediaTek's market share has been negatively affected in the last part of 2014 because it was relatively late with its integrated LTE solutions, especially for the cost-sensitive part of the market (indeed, the MT6735, intended to cover the cost-sensitive segment, will only ship in Q2 2015). The article says MediaTek's shipments will decline about 15%, which suggests further market share loss in China for MediaTek after what looks like a weak Q4 2014. However, MediaTek's product mix is changing dramatically as a strong ramp of higher-end LTE SoCs such as MT6752 is offsetting declining shipments of MediaTek's existing 3G solutions which have dominated the Chinese smartphone processor market for some time.

The competitiveness of MediaTek's LTE solutions such as MT6752 gives some reason for optimism for its prospects for the rest of 2015 as these new chips ramp. However, another key product, the high-end MT6795, has been reported to have had production issues that seem to have delayed its introduction. Contrary to my original expectations, reports based on a leaked MediaTek roadmap suggest the MT6795 contains Cortex-A57 and Cortex-A53 cores in a big.LITTLE configuration, rather than a high-clocked octa-core Cortex-A53 CPU configuration, putting it squarely in the high-end segment and reducing the potential for MediaTek's chip to be significantly more cost-competitive than competitor's high-end solutions. However, no official information about the exact CPU configuration of MT6795 as well as up-to-date information about its production schedule has yet been given by MediaTek.

MediaTek's revenues for January 2015 came in at NT$17.5 billion, a level similar to the previous month. Although a year-over-year increase of 36% is apparent, the January 2014 revenue figure does not include MStar revenues. MediaTek has merged with MStar and started recognizing revenues from it in February 2014, so the year over year comparison is not very meaningful. According to DigiTimes, market watchers expected MediaTek's Q1 2015 revenues to decline no more than 10% over Q4 2014 with a strong ramp of new 4G smartphone SoCs. However, this turned out to be too optimistic.

HiSilicon gains as Huawei increasingly adopts in-house chips

Given the mentioned declines in shipments, there must be gainers to make up the balance. The article mentions strong shipments by Huawei's HiSilicon division for Huawei smartphone models. This probably reflects a trend more utilization of its own (HiSilicon) SoCs, also for more cost-senstive segments (for example, the recently announced Kirin 620 is likely to come into play).

Sources: DigiTimes Research (China smartphone AP shipment forecast for Q1 2015), DigiTimes Research (article on delay of Snapdragon 810 and MT6795)

Updated February 17, 2015.

GamesIndustry.biz Latest Articles Feed
Black Myth: Wukong demands influencers don't mention "feminist propaganda" in coverageVikki Blake
Developer Game Science has been asked to justify a document circulated to influencers and content creators that demanded coverage of Black Myth: Wukong did not include covid-19 references, "politics", or "feminist propaganda."When the document first leaked online over the weekend, journalists were quick to point out that it did not match paperwork given to critics reviewing the game, leading some to assume it was fake.However, further investigation by VideoGames.si and Forbes reporter Paul Tass
19. Srpen 2024 v 20:00

Black Myth: Wukong demands influencers don't mention "feminist propaganda" in coverage

GamesIndustry.biz Latest Articles Feed

Od: Vikki Blake

19. Srpen 2024 v 20:00

Developer Game Science has been asked to justify a document circulated to influencers and content creators that demanded coverage of Black Myth: Wukong did not include covid-19 references, "politics", or "feminist propaganda."

When the document first leaked online over the weekend, journalists were quick to point out that it did not match paperwork given to critics reviewing the game, leading some to assume it was fake.

However, further investigation by VideoGames.si and Forbes reporter Paul Tassi confirmed the document – circulated on behalf of Game Science by marketers Hero Games – was authentic.

Honkai: Star Rail GamesCom Trailer Teases Feixiao and UBW

Siliconera

Od: Stephanie Liu

20. Srpen 2024 v 22:05

star rail gamescom

During GamesCom 2024, HoYoVerse released a new trailer for Honkai: Star Rail, teasing new character Feixiao and the upcoming Fate/stay night: Unlimited Blade Works collaboration. More details on both will appear closer to the release date.

You can watch the Honkai: Star Rail GamesCom trailer here:

https://www.youtube.com/watch?v=huTDtxqzKgE

It’s also available in Mandarin Chinese, Japanese, and Korean.

The trailer starts with Guinaifen describing Feixiao’s exploits on the battlefield, though she can’t really remember everything. Feixiao actually appears to defeat a borisin about to attack, but she’s just asking for directions. Then, the trailer temporarily shifts to an anime style to show Pom-Pom, Caelus, March, and Dan Heng on the Astral Express. They hear a kind of explosion noise and though you can’t see who appeared on the train, it’s most likely to be EMIYA between his voice and the line he says.

The Fate/stay night: Unlimited Blade Works collaboration event will come out some time in Summer 2025. At this point in time, we don’t know if the crossover will only be skins, or if we will actually get a playable character like how Aloy appeared in Genshin Impact. As for Feixiao, she will be a 5-star Wind Hunt character. Before her debut though, we have her subordinate Jiaoqiu coming out in the second phase of Version 2.4. He’ll be a 5-star Fire Nihility who specializes in a unique DoT.

Honkai: Star Rail is readily available on the PS5, Windows PC, and mobile devices. Feixiao will appear as a playable character in Honkai: Star Rail Versioin 2.5.

The post Honkai: Star Rail GamesCom Trailer Teases Feixiao and UBW appeared first on Siliconera.

PC Archives - Siliconera
Honkai: Star Rail GamesCom Trailer Teases Feixiao and UBWStephanie Liu
During GamesCom 2024, HoYoVerse released a new trailer for Honkai: Star Rail, teasing new character Feixiao and the upcoming Fate/stay night: Unlimited Blade Works collaboration. More details on both will appear closer to the release date. You can watch the Honkai: Star Rail GamesCom trailer here: https://www.youtube.com/watch?v=huTDtxqzKgE It’s also available in Mandarin Chinese, Japanese, and Korean. The trailer starts with Guinaifen describing Feixiao’s exploits on the battlefie
20. Srpen 2024 v 22:05

Honkai: Star Rail GamesCom Trailer Teases Feixiao and UBW

PC Archives - Siliconera

Od: Stephanie Liu

20. Srpen 2024 v 22:05

star rail gamescom

During GamesCom 2024, HoYoVerse released a new trailer for Honkai: Star Rail, teasing new character Feixiao and the upcoming Fate/stay night: Unlimited Blade Works collaboration. More details on both will appear closer to the release date.

You can watch the Honkai: Star Rail GamesCom trailer here:

https://www.youtube.com/watch?v=huTDtxqzKgE

It’s also available in Mandarin Chinese, Japanese, and Korean.

The trailer starts with Guinaifen describing Feixiao’s exploits on the battlefield, though she can’t really remember everything. Feixiao actually appears to defeat a borisin about to attack, but she’s just asking for directions. Then, the trailer temporarily shifts to an anime style to show Pom-Pom, Caelus, March, and Dan Heng on the Astral Express. They hear a kind of explosion noise and though you can’t see who appeared on the train, it’s most likely to be EMIYA between his voice and the line he says.

The Fate/stay night: Unlimited Blade Works collaboration event will come out some time in Summer 2025. At this point in time, we don’t know if the crossover will only be skins, or if we will actually get a playable character like how Aloy appeared in Genshin Impact. As for Feixiao, she will be a 5-star Wind Hunt character. Before her debut though, we have her subordinate Jiaoqiu coming out in the second phase of Version 2.4. He’ll be a 5-star Fire Nihility who specializes in a unique DoT.

Honkai: Star Rail is readily available on the PS5, Windows PC, and mobile devices. Feixiao will appear as a playable character in Honkai: Star Rail Versioin 2.5.

The post Honkai: Star Rail GamesCom Trailer Teases Feixiao and UBW appeared first on Siliconera.

Slashdot
China Is Backing Off Coal Power Plant ApprovalsBeauHD
Approvals for new coal-fired power plants in China dropped by 80% in the first half of this year compared to last, according to an analysis from Greenpeace and the Shanghai Institutes for International Studies. The Associated Press reports: A review of project documents by Greenpeace East Asia found that 14 new coal plants were approved from January to June with a total capacity of 10.3 gigawatts, down 80% from 50.4 gigawatts in the first half of last year. Authorities approved 90.7 gigawatts in
21. Srpen 2024 v 09:00

China Is Backing Off Coal Power Plant Approvals

Slashdot

Od: BeauHD

21. Srpen 2024 v 09:00

Approvals for new coal-fired power plants in China dropped by 80% in the first half of this year compared to last, according to an analysis from Greenpeace and the Shanghai Institutes for International Studies. The Associated Press reports: A review of project documents by Greenpeace East Asia found that 14 new coal plants were approved from January to June with a total capacity of 10.3 gigawatts, down 80% from 50.4 gigawatts in the first half of last year. Authorities approved 90.7 gigawatts in 2022 and 106.4 gigawatts in 2023, a surge that raised alarm among climate experts. China leads the world in solar and wind power installations but the government has said that coal plants are still needed for periods of peak demand because wind and solar power are less reliable. While China's grid gives priority to greener sources of energy, experts worry that it won't be easy for China to wean itself off coal once the new capacity is built. "We may now be seeing a turning point," Gao Yuhe, the project lead for Greenpeace East Asia, said in a statement. "One question remains here. Are Chinese provinces slowing down coal approvals because they've already approved so many coal projects ...? Or are these the last gasps of coal power in an energy transition that has seen coal become increasingly impractical? Only time can tell." [...] Gao said that China should focus its resources on better connecting wind and solar power to the grid rather than building more coal power plants. Coal provides more than 60% of the country's electricity. "Coal plays a foundation role in China's energy security," Li Fulong, an official of National Energy Administration, said at a news conference in June. The report notes that China is also looking to nuclear power to help reach its carbon reduction targets. The country approved five nuclear power projects on Monday with 11 units and a total cost of $28 billion.

How Long Is Action-RPG Black Myth: Wukong?

Kotaku

Od: Billy Givens

20. Srpen 2024 v 18:30

Black Myth: Wukong is an exciting new action-adventure game from Game Science that promises a thrilling adventure inspired by the Chinese novel Journey to the West. There are over 160 enemy types and more than 80 bosses to defeat, a variety of skills to unlock across multiple trees, and plenty of secrets to find as…

Kotaku
The Best Skills To Buy First In Black Myth: WukongBilly Givens
Black Myth: Wukong sports various skill trees in which you invest your Spark Points for upgrades. Placing points in these will be vital to your success in the game, as they provide very helpful boons. And while the order in which you level them should ultimately be dependent on your playstyle, we’ve compiled a list of…Read more...
20. Srpen 2024 v 16:00

The Best Skills To Buy First In Black Myth: Wukong

Kotaku

Od: Billy Givens

20. Srpen 2024 v 16:00

Black Myth: Wukong sports various skill trees in which you invest your Spark Points for upgrades. Placing points in these will be vital to your success in the game, as they provide very helpful boons. And while the order in which you level them should ultimately be dependent on your playstyle, we’ve compiled a list of…

Kotaku
8 Vital Things To Know Before Starting Black Myth: WukongBilly Givens
Black Myth: Wukong is a lengthy and challenging game filled with over 80 bosses and tons of enemy types to tackle, promising that you’ll need to put your skills to the test if you want to see it through to one of its multiple endings. The opening hours of the game give you a lot to learn and think about, and getting…Read more...
20. Srpen 2024 v 15:05

8 Vital Things To Know Before Starting Black Myth: Wukong

Kotaku

Od: Billy Givens

20. Srpen 2024 v 15:05

Black Myth: Wukong is a lengthy and challenging game filled with over 80 bosses and tons of enemy types to tackle, promising that you’ll need to put your skills to the test if you want to see it through to one of its multiple endings. The opening hours of the game give you a lot to learn and think about, and getting…

Kotaku
Some Black Myth: Wukong Content Creators Prohibited From Mentioning 'Feminist Propaganda'Ethan Gach
Codes for review and content creation around Black Myth: Wukong, the highly-anticipated action game from Chinese studio Game Science, went out earlier this month ahead of its August 20 launch. It now appears that at least some streamers and YouTubers who received the game early were also told explicitly not to mention…Read more...
19. Srpen 2024 v 18:00

Some Black Myth: Wukong Content Creators Prohibited From Mentioning 'Feminist Propaganda'

Kotaku

Od: Ethan Gach

19. Srpen 2024 v 18:00

Codes for review and content creation around Black Myth: Wukong, the highly-anticipated action game from Chinese studio Game Science, went out earlier this month ahead of its August 20 launch. It now appears that at least some streamers and YouTubers who received the game early were also told explicitly not to mention…

- SamMobile
Chinese firms have been stockpiling Samsung’s HBM chips for monthsAsif Iqbal Shaik
Samsung was in a spot of worry a few months ago, as its high-bandwidth memory (HBM) chips hadn't received Nvidia's certification for months. A few weeks ago, Samsung's HBM3 chips reportedly received Nvidia's certification for the Chinese market. However, even before the certification, Chinese firms had been reportedly stockpiling Samsung's HBM chips for months. Chinese firms Baidu and Huawei have been reportedly stockpiling Samsung HBM chips for AI accelerators According to a report from Reuter
6. Srpen 2024 v 11:04

Chinese firms have been stockpiling Samsung’s HBM chips for months

- SamMobile

Od: Asif Iqbal Shaik

6. Srpen 2024 v 11:04

Samsung was in a spot of worry a few months ago, as its high-bandwidth memory (HBM) chips hadn't received Nvidia's certification for months. A few weeks ago, Samsung's HBM3 chips reportedly received Nvidia's certification for the Chinese market. However, even before the certification, Chinese firms had been reportedly stockpiling Samsung's HBM chips for months.

Chinese firms Baidu and Huawei have been reportedly stockpiling Samsung HBM chips for AI accelerators

According to a report from Reuters, Chinese tech giants Baidu and Huawei have been buying HBM chips from Samsung since earlier this year. The companies ramped up their purchases in anticipation of possible US curbs on exporting critical semiconductor chips to Chinese firms. The report claims that Chinese firms account for nearly 30% of Samsung's HBM chip sales globally.

It is reported that US authorities are planning to impose additional restrictions on chip shipments to China. The US already has curbs that restrict semiconductor chip firms from exporting 5nm (or more advanced) chips to be sold to Chinese firms. Newer export rules from the US may have specific parameters to restrict the export of HBM chips, which are crucial in AI processing.

Almost all AI accelerators, including AMD and Nvidia ones, are paired with HBM memory chips for faster data transfer. The only firms in the world that make HBM chips are Micron, Samsung, and SK Hynix. While HBM3E is the most advanced HBM chip right now, Chinese firms have been primarily buying HBM2E chips, which are two generations older.

Since Micron's and SK Hynix's HBM manufacturing capacities have been fully booked by US-based tech firms, Chinese firms are dependent on Samsung's HBM chips. Haawking and Tencent are also said to be among those who bought Samsung's HBM chips. If the US brings additional restrictions on the supply of HBM chips to the Chinese market, Samsung might face business issues.

Apparently, Chinese firm CXMT has been developing HBM2-grade memory chips that are three generations behind. By the time they start using homemade HBM2 chips, Micron, Samsung, and SK Hynix would have released HBM4 chips.

Image Credits: Samsung

The post Chinese firms have been stockpiling Samsung’s HBM chips for months appeared first on SamMobile.

Massively Overpowered
Tencent and Square Enix are reportedly working on a mobile version of Final Fantasy XIVChris Neal
How do you put 10 years’ worth of MMORPG like Final Fantasy XIV into a mobile version? We could all be seeing an answer to that question in the coming months, as there are new reports that confirm a mobile Eorzea is in the works, though it looks to be a game that’s only being […]
5. Srpen 2024 v 15:30

Tencent and Square Enix are reportedly working on a mobile version of Final Fantasy XIV

Massively Overpowered

Od: Chris Neal

5. Srpen 2024 v 15:30

How do you put 10 years’ worth of MMORPG like Final Fantasy XIV into a mobile version? We could all be seeing an answer to that question in the coming months, as there are new reports that confirm a mobile Eorzea is in the works, though it looks to be a game that’s only being […]

Siliconera
Zenless Zone Zero Anby Figure Will Come Out in July 2025Stephanie Liu
A 1/7 scale figure of Anby Demarra from Zenless Zone Zero is open for pre-orders in Japan. It will come out in July 2025. The Zenless Zone Zero Anby Demarra figure is from Apex, which had worked on multiple figures for HoYoVerse games in the past. It costs 22,400 JPY, which is approximately $153.90. AmiAmi has warned that the shipping costs may be on the pricier side for this figure, as it’s quite big and heavy. Anby is looking like she’s ready for battle in this figure. She’s got a hand
6. Srpen 2024 v 00:30

Zenless Zone Zero Anby Figure Will Come Out in July 2025

Siliconera

Od: Stephanie Liu

6. Srpen 2024 v 00:30

zenless zone zero anby figure

A 1/7 scale figure of Anby Demarra from Zenless Zone Zero is open for pre-orders in Japan. It will come out in July 2025.

The Zenless Zone Zero Anby Demarra figure is from Apex, which had worked on multiple figures for HoYoVerse games in the past. It costs 22,400 JPY, which is approximately $153.90. AmiAmi has warned that the shipping costs may be on the pricier side for this figure, as it’s quite big and heavy.

Anby is looking like she’s ready for battle in this figure. She’s got a hand on her sword and her other one outstretched. Her expression is her usual neutral one. Apex seems to have put a lot of care into the sculpting, between all the details of her outfit and the way her skirt billows around her thighs. The stand for the figure looks like a film reel, with the welcome slogan for New Eridu on it.

zenless zone zero anby figure 1 — Image via Apx

zenless zone zero anby figure 2 — Image via Apx

Anby is the poster girl for Zenless Zone Zero (in that her face is on the icon like Paimon in Genshin Impact and March 7th for Honkai: Star Rail). When you start the game, you can get a copy of her for free. She’s a member of the Cunning Hares along with Billy Kid and Nicole. Though she’s usually very stoic and quiet, she has a bit of a silly side. For example, she sometimes conflates movies with reality.

Zenless Zone Zero is readily available on the PS5, Windows PC, and mobile devices. The Zenless Zone Zero Anby figure will come out in July 2025.

The post Zenless Zone Zero Anby Figure Will Come Out in July 2025 appeared first on Siliconera.

Eurogamer.net
Final Fantasy 14 mobile game is approved in ChinaVikki Blake
China has approved a number of new mobile games for release, most notably Marvel Rivals, Rainbow Six, Dynasty Warriors, and Final Fantasy 14 Mobile.According to Niko Partners, a total of 15 games were approved yesterday (2nd August), including the still-as-yet-unconfirmed Final Fantasy 14 mobile port.The news adds credence to a recent rumour that Final Fantasy developer Square Enix had linked up with Tencent to develop a mobile version of its fan-favourite MMO, Final Fantasy 14. Read more
3. Srpen 2024 v 17:03

Final Fantasy 14 mobile game is approved in China

Eurogamer.net

Od: Vikki Blake

3. Srpen 2024 v 17:03

China has approved a number of new mobile games for release, most notably Marvel Rivals, Rainbow Six, Dynasty Warriors, and Final Fantasy 14 Mobile.

According to Niko Partners, a total of 15 games were approved yesterday (2nd August), including the still-as-yet-unconfirmed Final Fantasy 14 mobile port.

The news adds credence to a recent rumour that Final Fantasy developer Square Enix had linked up with Tencent to develop a mobile version of its fan-favourite MMO, Final Fantasy 14.

Spreadtrum takes market share in Chinese smartphone market in Q1 2015

Mobile semiconductors blog

Od: Vegator

28. Duben 2015 v 13:47

DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%.

In terms of overall shipments, according to DigiTimes unit sales of smartphones by Chinese manufacturers declined significantly by about 30% in Q1 2015 compared to Q4 2014, with manufacturers focusing on export sales suffering the largest declines. Huawei, which is moving towards a strategy of using mainly in-house chip solutions from its HiSilicon division, was relatively unaffected and took market share in the quarter.

Spreadtrum's product line

Spreadtrum's increase in 3G smartphone solution shipments most likely reflects the 28 nm SoC it announced in June 2014, the SC883XG. This SoC features a quad-core Cortex-A7 CPU running up to 1.4 GHz, an ARM Mali-400 MP2 GPU, modem support for TD-SCDMA/HSPA(+) and GSM/GPRS/EDGE with dual-SIM capability, and integration of Spreadtrum's Wi-Fi/Bluetooth/GPS/FM chip technology.

The features of the SoC are extremely similar to MediaTek's successful MT6582 platform, which has been on the market for more than one and a half years. The combination of quad-core Cortex-A7 CPU, Mali-400 MP2 GPU and a high level of integration of other functionality on a 28 nm process appears to deliver good performance and very good power efficiency for cost-sensitive devices.

Spreadtrum also recently announced volume shipments of the SC7731G with 3G modem and the SC9830A with LTE modem. Rather than using Cortex-A53 CPU cores, the new chips continue to use efficient Cortex-A7 cores with Mali-400 MP2 GPU with support for Android 5.

MediaTek's 3G market share impacted by Spreadtrum

The DigiTimes report attributes MediaTek's loss of market share in China in Q1 2015 mainly to Spreadtrum's gains for 3G smartphone SoCs, where MediaTek has had a strong position. However, Qualcomm is likely to be a significant factor as well, with indications from new model announcement by companies such as TCL (Alcatel), ZTE, Lenovo/Motorola and others that MediaTek's late introduction of low-cost 4G solution has hurt the company. The resolution of the Chinese monopoly investigation into Qualcomm is also likely to be a factor.

Additionally, a trend has been noticed whereby second and third-tier Chinese smartphone manufacturers have lost share to the largest first-tier manufacturers in China. Since MediaTek's share among second and third-tier manufacturers has been the strongest, this has hurt MediaTek's shipments.

Projections for Q2 2015

For Q2 2015, DigiTimes expects overall AP shipments in China to increase 17.6% sequentially from the low base set in Q1 2015, although that still amounts to an increase of 18% over the same quarter last year (Q2 2014). DigiTimes expects MediaTek to recover some share to reach 48.4%, with Qualcomm seeing a small decline to 21.3% and Spreadtrum's share declining to 15.2%. DigiTimes attributes Spreadtrum's loss of momentum to pressure from MediaTek's 3G solutions, which probably reflects price reductions implemented by MediaTek after it saw shipments decrease and inventories build.

Sources: DigiTimes Research (smartphone AP shipments in China in Q1 2015), (DigiTimes Research (Chinese smartphone shipments in Q1 2015), Spreadtrum (2014 smartphone chip announcement), Spreadtrum (2015 smartphone chips announcement)

Mobile semiconductors blog
HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoCVegator
Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of
16. Duben 2015 v 16:10

HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoC

Mobile semiconductors blog

Od: Vegator

16. Duben 2015 v 16:10

Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of eight cores) is reminiscent of Qualcomm's midrange Snapdragon 615 SoC, which runs at lower clock frequencies.

Huawei also introduced high-end models of both the P8 and P8max with larger storage capacity featuring the Kirin 935 SoC, which is a higher-clocked version of Kirin 930. The Huawei P8max is a smartphone with an unusually large 6.8" display.

SoC is targeted at performance-oriented devices

The Huawei P8 models are higher-priced performance-oriented smartphones, and the characteristics of the SoC match this segment. Apart from the high maximum clock speed of the Cortex-A53 cores, the external RAM interface is likely to be a dual-channel 32-bit configuration like previous performance-oriented SoCs from HiSilicon. Presentation materials from Huawei describe the Cortex-A53 cores in the faster cluster of four CPUs as being of a special, performance-enhanced type, which probably reflects the application of ARM's PoP core-hardening technology whereby the core is optimized for running at a specific frequency and a particular power profile, trading performance against die size. The process technology used is likely to be TSMC's proven 28HPM process.

The SoC is reminiscent of MediaTek's recently introduced MT6795 (Helio-X), which also targets the performance segment with an octa-core Cortex-A53 CPU configuration. MediaTek's SoC has been reported to have been adopted by competitors of Huawei such as HTC and Xiaomi.

Previous generation Mali-T628 MP4 GPU used

Rather than using an updated current-generation GPU like Mali-T760, the specs sheet for the P8max indicates the Kirin 930/935 SoCs continue to use the Mali-T628 MP4 GPU that was previously used in the Kirin 920 SoC. This GPU core is not known for great power efficiency, although there are suggestions that the more efficient Mali-T760 (which features memory bandwidth optimizations) has a relatively high silicon area and cost.

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Apart from Kirin 930, HiSilicon has also introduced the Kirin 620 SoC, which is an octa-core Cortex-A53 based SoC for the cost-sensitive segment, clocked up to 1.2 GHz and with a single-channel memory interface. This means Huawei now has in-house Cortex-A53-based SoCs suitable for most of its smartphone product range.

Sources: Huawei (P8 announcement), Huawei (P8max announcement), AnandTech (Huawei P8 announcement article)

Updated 17 April 2015.

Mobile semiconductors blog
Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applicationsVegator
Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been ta
19. Březen 2015 v 01:24

Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applications

Mobile semiconductors blog

Od: Vegator

19. Březen 2015 v 01:24

Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been targeted at smartphones. For example, the original Snapdragon 410 SoC appears not to support ARMv8 at all, while the new chip is clearly targeted at 64-bit platforms.

Development board released

Qualcomm recently announced the DragonBoard 410c, a development board with support for Linux and Android. It features a quad-core 1.2 GHz Cortex-A53 processor with Adreno 306 GPU, 533 MHZ LPDDR2/LPDDR3 SDRAM, HDMI output and several I/O interfaces. The HDMI output is limited to 30fps at 1080p.

The board is designed to compatible with the 96Boards initiative from Linaro, the non-profit engineering organization developing open source software for the ARM architecture.

With 64-bit support and a maximum clock speed of 1.2 GHz, the APQ8016 SoC that is used on the board most likely uses a more recent version of the Cortex-A53 core than the original Snapdragon 410 processor for smartphones, while being manufactured using the same 28LP process at TSMC.

New SoC probably targets tablets as volume driver

There are indications that the new chip will be used in Wi-Fi-only tablets, such as recently announced Samsung Galaxy Tab A series. There have also been indications that Qualcomm is stepping up its efforts to target Chinese tablet manufacturers.

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

Whereas in the past major smartphone SoC companies kept their closed-source drivers separate from the open-source Linux community, more recently companies such as Qualcomm and MediaTek have started releasing open source contributions for the Linux kernel to support selected SoC products. Both companies have also recently joined Linaro, the engineering organization developing open source software for the ARM architecture.

For both companies, the SoCs supported in the mainline Linux kernel are applications processors without an integrated modem. Qualcomm is supporting the APQ8016 mentioned above while MediaTek has contributed code for the MT8173 tablet processor.

Sources: Qualcomm (Dragonboard announcement), Qualcomm (Windows 10 IoT platform announcement), CNXSoft (DragonBoard 410c article)

Mobile semiconductors blog
China tablet processor market declines in Q1Vegator
According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for th
6. Březen 2015 v 10:08

China tablet processor market declines in Q1

Mobile semiconductors blog

Od: Vegator

6. Březen 2015 v 10:08

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015

Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share

It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers

In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015

By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article), DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Mobile semiconductors blog
Qualcomm and MediaTek see challenges in smartphone SoC marketVegator
Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015. Qualcomm lowers forecast for 2015 due to weakness at major customer In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not se
17. Únor 2015 v 08:46

Qualcomm and MediaTek see challenges in smartphone SoC market

Mobile semiconductors blog

Od: Vegator

17. Únor 2015 v 08:46

Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015.

Qualcomm lowers forecast for 2015 due to weakness at major customer

In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not selected the Snapdragon 810 processor for an upcoming flagship product. This is widely believed to refer to Samsung's upcoming Galaxy S6. In fact the trend of increasing use of in-house Exynos processors already started last year, as models such as Galaxy Alpha, Galaxy S5 Mini and Galaxy Note 4 already saw increasing use of Samsung's own Exynos processors, including modem technology in some cases.

Qualcomm also mentions a share shift among major OEMs that will result in relatively more modem chips as opposed to SoCs (clearly referring to Apple, which only uses Qualcom's modem chips), as well as heightened competition in China. Recently, Qualcomm also recently announced a resolution of the anti-trust investigation by authorities in China, which amounts to a reduction in the patent royalty rate it charges to customers in China.

Qualcomm's total market share currently still strong

At the moment, Qualcomm's market share for smartphone SoCs is still strong as shown by unit shipments and revenues for Q4 2014 and Qualcomm's estimates for Q1 2015, although its product mix has shifted to lower-end products. In comparison to competitor MediaTek, Qualcomm is doing much better in terms of maintaining or growing unit shipments (with Qualcomm in fact seeing a 14% increase in unit shipments in Q4 2014), suggesting that Qualcomm is taking market share from MediaTek as products such as Snapdragon 410 and the new Snapdragon 210 take over large parts of the low-end cost-sensitive market (especially in China) where MediaTek's 3G solutions where previously dominant.

MediaTek losing market share despite successful new products

Meanwhile, although MediaTek has seen widespread adoption of its new MT6752 and MT6732 SoCs with integrated LTE modem for the cost-sensitive mid-range market, the company saw lower unit shipments in Q4 2014 and predicts a 10 to 18% revenue decline for Q1 2015, suggesting its smartphone SoC shipments are under pressure. Given the fact that the new 4G chips have higher selling prices than existing 3G chips, the revenue decline probably reflects a relatively dramatic decline in shipments of existing 3G solutions, with resulting loss of total market share, although price reductions may also play a role. MediaTek has been affected especially by the late introduction of integrated 4G solutions and the lack of a low-end 4G solution and to a lesser extend the delayed introduction of the high-end MT6795.

Captive mobile SoC use becoming more important

Within the total smartphone SoC market (and also in the tablet maket), captive supply (whereby a smartphone manufacturer uses its own SoCs in its smartphone models) is becoming more important, which affects the market opportunity for companies such as Qualcomm and MediaTek. I already mentioned Samsung's increasing use of Exynos processors, which has a significant impact as Samsung is one of the two largest smartphone manufacturers. A major Chinese manufacturr, Huawei, is also increasingly using SoCs from its own HiSilicon division, also extending to lower end models. Apple's gains in market share also has an effect (especially on the high-end market) since it uses proprietary SoCs.

In the tablet market, the low-end and Chinese white-box market is seeing a sharp reduction in shipments in Q1 2015, with market share shifting to brand names (where captive solutions are more important, such as at Samsung) as total shipments are estimated to decline dramatically. This greatly affects traditional players in the tablet SoC market such as Rockchip, Allwinner and MediaTek. Intel's strategy of subsidizing tablet SoCs has also had an impact. According to DigiTimes, the total tablet market will decline 30% sequentially in Q1 2015, with estimates of a decline of 12% for the whole year 2015.

Sources: DigiTimes (tablet market article), DigiTimes (MediaTek results), Qualcomm, MediaTek

Mobile semiconductors blog
Smartphone SoC market share in China in Q1 2015Vegator
Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014. The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand. Qualcomm sees declining shipments, but comes off a strong base The article
3. Únor 2015 v 23:00

Smartphone SoC market share in China in Q1 2015

Mobile semiconductors blog

Od: Vegator

3. Únor 2015 v 23:00

Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014.

The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand.

Qualcomm sees declining shipments, but comes off a strong base

The article mentions that Qualcomm's Snapdragon 400 and Snapdragon 600 series are facing a strong challenge from comparable parts from MediaTek, with the cost structure of presumably Snapdragon 615 being less competitive than that of (presumably) MediaTek's MT6752. In earlier posts, I already compared these SoCs in some detail, and there are reasons to expect that such a cost-structure advantage for MediaTek does exist.

However, any decline for Qualcomm will come off a strong base in Q4 2014, which saw its dominance of the integrated LTE SoC market translate into market share gains (mainly at the expense of MediaTek), also in China. For the cost-sensitive part of the LTE market (covered, for example, by Snapdragon 410 and the upcoming Snapdragon 210), it does not yet face a challenge.

MediaTek struggling to reverse trend of market share decline, but product mix improves

MediaTek's market share has been negatively affected in the last part of 2014 because it was relatively late with its integrated LTE solutions, especially for the cost-sensitive part of the market (indeed, the MT6735, intended to cover the cost-sensitive segment, will only ship in Q2 2015). The article says MediaTek's shipments will decline about 15%, which suggests further market share loss in China for MediaTek after what looks like a weak Q4 2014. However, MediaTek's product mix is changing dramatically as a strong ramp of higher-end LTE SoCs such as MT6752 is offsetting declining shipments of MediaTek's existing 3G solutions which have dominated the Chinese smartphone processor market for some time.

The competitiveness of MediaTek's LTE solutions such as MT6752 gives some reason for optimism for its prospects for the rest of 2015 as these new chips ramp. However, another key product, the high-end MT6795, has been reported to have had production issues that seem to have delayed its introduction. Contrary to my original expectations, reports based on a leaked MediaTek roadmap suggest the MT6795 contains Cortex-A57 and Cortex-A53 cores in a big.LITTLE configuration, rather than a high-clocked octa-core Cortex-A53 CPU configuration, putting it squarely in the high-end segment and reducing the potential for MediaTek's chip to be significantly more cost-competitive than competitor's high-end solutions. However, no official information about the exact CPU configuration of MT6795 as well as up-to-date information about its production schedule has yet been given by MediaTek.

MediaTek's revenues for January 2015 came in at NT$17.5 billion, a level similar to the previous month. Although a year-over-year increase of 36% is apparent, the January 2014 revenue figure does not include MStar revenues. MediaTek has merged with MStar and started recognizing revenues from it in February 2014, so the year over year comparison is not very meaningful. According to DigiTimes, market watchers expected MediaTek's Q1 2015 revenues to decline no more than 10% over Q4 2014 with a strong ramp of new 4G smartphone SoCs. However, this turned out to be too optimistic.

HiSilicon gains as Huawei increasingly adopts in-house chips

Given the mentioned declines in shipments, there must be gainers to make up the balance. The article mentions strong shipments by Huawei's HiSilicon division for Huawei smartphone models. This probably reflects a trend more utilization of its own (HiSilicon) SoCs, also for more cost-senstive segments (for example, the recently announced Kirin 620 is likely to come into play).

Sources: DigiTimes Research (China smartphone AP shipment forecast for Q1 2015), DigiTimes Research (article on delay of Snapdragon 810 and MT6795)

Updated February 17, 2015.

PC Archives - Siliconera
Zenless Zone Zero Anby Figure Will Come Out in July 2025Stephanie Liu
A 1/7 scale figure of Anby Demarra from Zenless Zone Zero is open for pre-orders in Japan. It will come out in July 2025. The Zenless Zone Zero Anby Demarra figure is from Apex, which had worked on multiple figures for HoYoVerse games in the past. It costs 22,400 JPY, which is approximately $153.90. AmiAmi has warned that the shipping costs may be on the pricier side for this figure, as it’s quite big and heavy. Anby is looking like she’s ready for battle in this figure. She’s got a hand
6. Srpen 2024 v 00:30

Zenless Zone Zero Anby Figure Will Come Out in July 2025

PC Archives - Siliconera

Od: Stephanie Liu

6. Srpen 2024 v 00:30

zenless zone zero anby figure

A 1/7 scale figure of Anby Demarra from Zenless Zone Zero is open for pre-orders in Japan. It will come out in July 2025.

The Zenless Zone Zero Anby Demarra figure is from Apex, which had worked on multiple figures for HoYoVerse games in the past. It costs 22,400 JPY, which is approximately $153.90. AmiAmi has warned that the shipping costs may be on the pricier side for this figure, as it’s quite big and heavy.

Anby is looking like she’s ready for battle in this figure. She’s got a hand on her sword and her other one outstretched. Her expression is her usual neutral one. Apex seems to have put a lot of care into the sculpting, between all the details of her outfit and the way her skirt billows around her thighs. The stand for the figure looks like a film reel, with the welcome slogan for New Eridu on it.

Anby is the poster girl for Zenless Zone Zero (in that her face is on the icon like Paimon in Genshin Impact and March 7th for Honkai: Star Rail). When you start the game, you can get a copy of her for free. She’s a member of the Cunning Hares along with Billy Kid and Nicole. Though she’s usually very stoic and quiet, she has a bit of a silly side. For example, she sometimes conflates movies with reality.

Zenless Zone Zero is readily available on the PS5, Windows PC, and mobile devices. The Zenless Zone Zero Anby figure will come out in July 2025.

The post Zenless Zone Zero Anby Figure Will Come Out in July 2025 appeared first on Siliconera.

Eurogamer.net
Netflix's BioShock adaptation will be a "more personal" film "as opposed to a grander, big project"Vikki Blake
Netflix's BioShock adaptation has been "reconfigured" to be a "more personal" film with a tighter budget.That's according to producer Roy Lee, who told fans at a panel at San Diego Comic-Con that changes at the top of Netflix's movie department have seen the budget streamlined."The new regime has lowered the budgets," Lee added, as reported by Variety. Read more
26. Červenec 2024 v 13:25

Netflix's BioShock adaptation will be a "more personal" film "as opposed to a grander, big project"

Eurogamer.net

Od: Vikki Blake

26. Červenec 2024 v 13:25

Netflix's BioShock adaptation has been "reconfigured" to be a "more personal" film with a tighter budget.

That's according to producer Roy Lee, who told fans at a panel at San Diego Comic-Con that changes at the top of Netflix's movie department have seen the budget streamlined.

"The new regime has lowered the budgets," Lee added, as reported by Variety.

Spreadtrum takes market share in Chinese smartphone market in Q1 2015

Mobile semiconductors blog

Od: Vegator

28. Duben 2015 v 13:47

DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%.

In terms of overall shipments, according to DigiTimes unit sales of smartphones by Chinese manufacturers declined significantly by about 30% in Q1 2015 compared to Q4 2014, with manufacturers focusing on export sales suffering the largest declines. Huawei, which is moving towards a strategy of using mainly in-house chip solutions from its HiSilicon division, was relatively unaffected and took market share in the quarter.

Spreadtrum's product line

Spreadtrum's increase in 3G smartphone solution shipments most likely reflects the 28 nm SoC it announced in June 2014, the SC883XG. This SoC features a quad-core Cortex-A7 CPU running up to 1.4 GHz, an ARM Mali-400 MP2 GPU, modem support for TD-SCDMA/HSPA(+) and GSM/GPRS/EDGE with dual-SIM capability, and integration of Spreadtrum's Wi-Fi/Bluetooth/GPS/FM chip technology.

The features of the SoC are extremely similar to MediaTek's successful MT6582 platform, which has been on the market for more than one and a half years. The combination of quad-core Cortex-A7 CPU, Mali-400 MP2 GPU and a high level of integration of other functionality on a 28 nm process appears to deliver good performance and very good power efficiency for cost-sensitive devices.

Spreadtrum also recently announced volume shipments of the SC7731G with 3G modem and the SC9830A with LTE modem. Rather than using Cortex-A53 CPU cores, the new chips continue to use efficient Cortex-A7 cores with Mali-400 MP2 GPU with support for Android 5.

MediaTek's 3G market share impacted by Spreadtrum

The DigiTimes report attributes MediaTek's loss of market share in China in Q1 2015 mainly to Spreadtrum's gains for 3G smartphone SoCs, where MediaTek has had a strong position. However, Qualcomm is likely to be a significant factor as well, with indications from new model announcement by companies such as TCL (Alcatel), ZTE, Lenovo/Motorola and others that MediaTek's late introduction of low-cost 4G solution has hurt the company. The resolution of the Chinese monopoly investigation into Qualcomm is also likely to be a factor.

Additionally, a trend has been noticed whereby second and third-tier Chinese smartphone manufacturers have lost share to the largest first-tier manufacturers in China. Since MediaTek's share among second and third-tier manufacturers has been the strongest, this has hurt MediaTek's shipments.

Projections for Q2 2015

For Q2 2015, DigiTimes expects overall AP shipments in China to increase 17.6% sequentially from the low base set in Q1 2015, although that still amounts to an increase of 18% over the same quarter last year (Q2 2014). DigiTimes expects MediaTek to recover some share to reach 48.4%, with Qualcomm seeing a small decline to 21.3% and Spreadtrum's share declining to 15.2%. DigiTimes attributes Spreadtrum's loss of momentum to pressure from MediaTek's 3G solutions, which probably reflects price reductions implemented by MediaTek after it saw shipments decrease and inventories build.

Sources: DigiTimes Research (smartphone AP shipments in China in Q1 2015), (DigiTimes Research (Chinese smartphone shipments in Q1 2015), Spreadtrum (2014 smartphone chip announcement), Spreadtrum (2015 smartphone chips announcement)

Mobile semiconductors blog
HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoCVegator
Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of
16. Duben 2015 v 16:10

HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoC

Mobile semiconductors blog

Od: Vegator

16. Duben 2015 v 16:10

Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of eight cores) is reminiscent of Qualcomm's midrange Snapdragon 615 SoC, which runs at lower clock frequencies.

Huawei also introduced high-end models of both the P8 and P8max with larger storage capacity featuring the Kirin 935 SoC, which is a higher-clocked version of Kirin 930. The Huawei P8max is a smartphone with an unusually large 6.8" display.

SoC is targeted at performance-oriented devices

The Huawei P8 models are higher-priced performance-oriented smartphones, and the characteristics of the SoC match this segment. Apart from the high maximum clock speed of the Cortex-A53 cores, the external RAM interface is likely to be a dual-channel 32-bit configuration like previous performance-oriented SoCs from HiSilicon. Presentation materials from Huawei describe the Cortex-A53 cores in the faster cluster of four CPUs as being of a special, performance-enhanced type, which probably reflects the application of ARM's PoP core-hardening technology whereby the core is optimized for running at a specific frequency and a particular power profile, trading performance against die size. The process technology used is likely to be TSMC's proven 28HPM process.

The SoC is reminiscent of MediaTek's recently introduced MT6795 (Helio-X), which also targets the performance segment with an octa-core Cortex-A53 CPU configuration. MediaTek's SoC has been reported to have been adopted by competitors of Huawei such as HTC and Xiaomi.

Previous generation Mali-T628 MP4 GPU used

Rather than using an updated current-generation GPU like Mali-T760, the specs sheet for the P8max indicates the Kirin 930/935 SoCs continue to use the Mali-T628 MP4 GPU that was previously used in the Kirin 920 SoC. This GPU core is not known for great power efficiency, although there are suggestions that the more efficient Mali-T760 (which features memory bandwidth optimizations) has a relatively high silicon area and cost.

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Apart from Kirin 930, HiSilicon has also introduced the Kirin 620 SoC, which is an octa-core Cortex-A53 based SoC for the cost-sensitive segment, clocked up to 1.2 GHz and with a single-channel memory interface. This means Huawei now has in-house Cortex-A53-based SoCs suitable for most of its smartphone product range.

Sources: Huawei (P8 announcement), Huawei (P8max announcement), AnandTech (Huawei P8 announcement article)

Updated 17 April 2015.

Mobile semiconductors blog
Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applicationsVegator
Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been ta
19. Březen 2015 v 01:24

Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applications

Mobile semiconductors blog

Od: Vegator

19. Březen 2015 v 01:24

Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been targeted at smartphones. For example, the original Snapdragon 410 SoC appears not to support ARMv8 at all, while the new chip is clearly targeted at 64-bit platforms.

Development board released

Qualcomm recently announced the DragonBoard 410c, a development board with support for Linux and Android. It features a quad-core 1.2 GHz Cortex-A53 processor with Adreno 306 GPU, 533 MHZ LPDDR2/LPDDR3 SDRAM, HDMI output and several I/O interfaces. The HDMI output is limited to 30fps at 1080p.

The board is designed to compatible with the 96Boards initiative from Linaro, the non-profit engineering organization developing open source software for the ARM architecture.

With 64-bit support and a maximum clock speed of 1.2 GHz, the APQ8016 SoC that is used on the board most likely uses a more recent version of the Cortex-A53 core than the original Snapdragon 410 processor for smartphones, while being manufactured using the same 28LP process at TSMC.

New SoC probably targets tablets as volume driver

There are indications that the new chip will be used in Wi-Fi-only tablets, such as recently announced Samsung Galaxy Tab A series. There have also been indications that Qualcomm is stepping up its efforts to target Chinese tablet manufacturers.

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

Whereas in the past major smartphone SoC companies kept their closed-source drivers separate from the open-source Linux community, more recently companies such as Qualcomm and MediaTek have started releasing open source contributions for the Linux kernel to support selected SoC products. Both companies have also recently joined Linaro, the engineering organization developing open source software for the ARM architecture.

For both companies, the SoCs supported in the mainline Linux kernel are applications processors without an integrated modem. Qualcomm is supporting the APQ8016 mentioned above while MediaTek has contributed code for the MT8173 tablet processor.

Sources: Qualcomm (Dragonboard announcement), Qualcomm (Windows 10 IoT platform announcement), CNXSoft (DragonBoard 410c article)

Mobile semiconductors blog
China tablet processor market declines in Q1Vegator
According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for th
6. Březen 2015 v 10:08

China tablet processor market declines in Q1

Mobile semiconductors blog

Od: Vegator

6. Březen 2015 v 10:08

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015

Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share

It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers

In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015

By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article), DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Mobile semiconductors blog
Qualcomm and MediaTek see challenges in smartphone SoC marketVegator
Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015. Qualcomm lowers forecast for 2015 due to weakness at major customer In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not se
17. Únor 2015 v 08:46

Qualcomm and MediaTek see challenges in smartphone SoC market

Mobile semiconductors blog

Od: Vegator

17. Únor 2015 v 08:46

Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015.

Qualcomm lowers forecast for 2015 due to weakness at major customer

In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not selected the Snapdragon 810 processor for an upcoming flagship product. This is widely believed to refer to Samsung's upcoming Galaxy S6. In fact the trend of increasing use of in-house Exynos processors already started last year, as models such as Galaxy Alpha, Galaxy S5 Mini and Galaxy Note 4 already saw increasing use of Samsung's own Exynos processors, including modem technology in some cases.

Qualcomm also mentions a share shift among major OEMs that will result in relatively more modem chips as opposed to SoCs (clearly referring to Apple, which only uses Qualcom's modem chips), as well as heightened competition in China. Recently, Qualcomm also recently announced a resolution of the anti-trust investigation by authorities in China, which amounts to a reduction in the patent royalty rate it charges to customers in China.

Qualcomm's total market share currently still strong

At the moment, Qualcomm's market share for smartphone SoCs is still strong as shown by unit shipments and revenues for Q4 2014 and Qualcomm's estimates for Q1 2015, although its product mix has shifted to lower-end products. In comparison to competitor MediaTek, Qualcomm is doing much better in terms of maintaining or growing unit shipments (with Qualcomm in fact seeing a 14% increase in unit shipments in Q4 2014), suggesting that Qualcomm is taking market share from MediaTek as products such as Snapdragon 410 and the new Snapdragon 210 take over large parts of the low-end cost-sensitive market (especially in China) where MediaTek's 3G solutions where previously dominant.

MediaTek losing market share despite successful new products

Meanwhile, although MediaTek has seen widespread adoption of its new MT6752 and MT6732 SoCs with integrated LTE modem for the cost-sensitive mid-range market, the company saw lower unit shipments in Q4 2014 and predicts a 10 to 18% revenue decline for Q1 2015, suggesting its smartphone SoC shipments are under pressure. Given the fact that the new 4G chips have higher selling prices than existing 3G chips, the revenue decline probably reflects a relatively dramatic decline in shipments of existing 3G solutions, with resulting loss of total market share, although price reductions may also play a role. MediaTek has been affected especially by the late introduction of integrated 4G solutions and the lack of a low-end 4G solution and to a lesser extend the delayed introduction of the high-end MT6795.

Captive mobile SoC use becoming more important

Within the total smartphone SoC market (and also in the tablet maket), captive supply (whereby a smartphone manufacturer uses its own SoCs in its smartphone models) is becoming more important, which affects the market opportunity for companies such as Qualcomm and MediaTek. I already mentioned Samsung's increasing use of Exynos processors, which has a significant impact as Samsung is one of the two largest smartphone manufacturers. A major Chinese manufacturr, Huawei, is also increasingly using SoCs from its own HiSilicon division, also extending to lower end models. Apple's gains in market share also has an effect (especially on the high-end market) since it uses proprietary SoCs.

In the tablet market, the low-end and Chinese white-box market is seeing a sharp reduction in shipments in Q1 2015, with market share shifting to brand names (where captive solutions are more important, such as at Samsung) as total shipments are estimated to decline dramatically. This greatly affects traditional players in the tablet SoC market such as Rockchip, Allwinner and MediaTek. Intel's strategy of subsidizing tablet SoCs has also had an impact. According to DigiTimes, the total tablet market will decline 30% sequentially in Q1 2015, with estimates of a decline of 12% for the whole year 2015.

Sources: DigiTimes (tablet market article), DigiTimes (MediaTek results), Qualcomm, MediaTek

Mobile semiconductors blog
Smartphone SoC market share in China in Q1 2015Vegator
Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014. The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand. Qualcomm sees declining shipments, but comes off a strong base The article
3. Únor 2015 v 23:00

Smartphone SoC market share in China in Q1 2015

Mobile semiconductors blog

Od: Vegator

3. Únor 2015 v 23:00

Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014.

The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand.

Qualcomm sees declining shipments, but comes off a strong base

The article mentions that Qualcomm's Snapdragon 400 and Snapdragon 600 series are facing a strong challenge from comparable parts from MediaTek, with the cost structure of presumably Snapdragon 615 being less competitive than that of (presumably) MediaTek's MT6752. In earlier posts, I already compared these SoCs in some detail, and there are reasons to expect that such a cost-structure advantage for MediaTek does exist.

However, any decline for Qualcomm will come off a strong base in Q4 2014, which saw its dominance of the integrated LTE SoC market translate into market share gains (mainly at the expense of MediaTek), also in China. For the cost-sensitive part of the LTE market (covered, for example, by Snapdragon 410 and the upcoming Snapdragon 210), it does not yet face a challenge.

MediaTek struggling to reverse trend of market share decline, but product mix improves

MediaTek's market share has been negatively affected in the last part of 2014 because it was relatively late with its integrated LTE solutions, especially for the cost-sensitive part of the market (indeed, the MT6735, intended to cover the cost-sensitive segment, will only ship in Q2 2015). The article says MediaTek's shipments will decline about 15%, which suggests further market share loss in China for MediaTek after what looks like a weak Q4 2014. However, MediaTek's product mix is changing dramatically as a strong ramp of higher-end LTE SoCs such as MT6752 is offsetting declining shipments of MediaTek's existing 3G solutions which have dominated the Chinese smartphone processor market for some time.

The competitiveness of MediaTek's LTE solutions such as MT6752 gives some reason for optimism for its prospects for the rest of 2015 as these new chips ramp. However, another key product, the high-end MT6795, has been reported to have had production issues that seem to have delayed its introduction. Contrary to my original expectations, reports based on a leaked MediaTek roadmap suggest the MT6795 contains Cortex-A57 and Cortex-A53 cores in a big.LITTLE configuration, rather than a high-clocked octa-core Cortex-A53 CPU configuration, putting it squarely in the high-end segment and reducing the potential for MediaTek's chip to be significantly more cost-competitive than competitor's high-end solutions. However, no official information about the exact CPU configuration of MT6795 as well as up-to-date information about its production schedule has yet been given by MediaTek.

MediaTek's revenues for January 2015 came in at NT$17.5 billion, a level similar to the previous month. Although a year-over-year increase of 36% is apparent, the January 2014 revenue figure does not include MStar revenues. MediaTek has merged with MStar and started recognizing revenues from it in February 2014, so the year over year comparison is not very meaningful. According to DigiTimes, market watchers expected MediaTek's Q1 2015 revenues to decline no more than 10% over Q4 2014 with a strong ramp of new 4G smartphone SoCs. However, this turned out to be too optimistic.

HiSilicon gains as Huawei increasingly adopts in-house chips

Given the mentioned declines in shipments, there must be gainers to make up the balance. The article mentions strong shipments by Huawei's HiSilicon division for Huawei smartphone models. This probably reflects a trend more utilization of its own (HiSilicon) SoCs, also for more cost-senstive segments (for example, the recently announced Kirin 620 is likely to come into play).

Sources: DigiTimes Research (China smartphone AP shipment forecast for Q1 2015), DigiTimes Research (article on delay of Snapdragon 810 and MT6795)

Updated February 17, 2015.

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Final Fantasy XIV mobile game approved for release in ChinaSal Romano
The National Press and Publication Administration of China has approved a new batch of import … Source
2. Srpen 2024 v 20:08

Final Fantasy XIV mobile game approved for release in China

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Od: Sal Romano

2. Srpen 2024 v 20:08

The National Press and Publication Administration of China has approved a new batch of import …

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Latest
RFK Jr. Pays Lip Service to the Debt While Pushing Policies That Would Increase ItJohn Stossel
Robert F. Kennedy Jr. won applause at the Libertarian National Convention by criticizing government lockdowns and deficit spending, and saying America shouldn't police the world. It made me want to interview him. This month, I did. He said intelligent things about America's growing debt: "President Trump said that he was going to balance the budget and instead he (increased the debt more) than every president in United States history—$8 trillion.
1. Srpen 2024 v 00:30

RFK Jr. Pays Lip Service to the Debt While Pushing Policies That Would Increase It

Latest

Od: John Stossel

1. Srpen 2024 v 00:30

Robert F. Kennedy Jr. and John Stossel | Stossel TV

Robert F. Kennedy Jr. won applause at the Libertarian National Convention by criticizing government lockdowns and deficit spending, and saying America shouldn't police the world.

It made me want to interview him. This month, I did.

He said intelligent things about America's growing debt:

"President Trump said that he was going to balance the budget and instead he (increased the debt more) than every president in United States history—$8 trillion. President Biden is on track now to beat him."

It's good to hear a candidate actually talk about our debt.

"When the debt is this large…you have to cut dramatically, and I'm going to do that," he says.

But looking at his campaign promises, I don't see it.

He promises "affordable" housing via a federal program backing 3 percent mortgages.

"Imagine that you had a rich uncle who was willing to cosign your mortgage!" gushes his campaign ad. "I'm going to make Uncle Sam that rich uncle!"

I point out that such giveaways won't reduce our debt.

"That's not a giveaway," Kennedy replies. "Every dollar that I spend as president is going to go toward building our economy."

That's big government nonsense, like his other claim: "Every million dollars we spend on child care creates 22 jobs!"

Give me a break.

When I pressed him about specific cuts, Kennedy says, "I'll cut the military in half…cut it to about $500 billion….We are not the policemen of the world."

"Stop giving any money to Ukraine?" I ask.

"Negotiate a peace," Kennedy replies. "Biden has never talked to Putin about this, and it's criminal."

He never answered whether he'd give money to Ukraine. He did answer about Israel.

"Yes, of course we should,"

"[Since] you don't want to cut this spending, what would you cut?"

"Israel spending is rather minor," he responds. "I'm going to pick the most wasteful programs, put them all in one bill, and send them to Congress with an up and down vote."

Of course, Congress would just vote it down.

Kennedy's proposed cuts would hardly slow down our path to bankruptcy. Especially since he also wants new spending that activists pretend will reduce climate change.

At a concert years ago, he smeared "crisis" skeptics like me, who believe we can adjust to climate change, screaming at the audience, "Next time you see John Stossel and [others]… these flat-earthers, these corporate toadies—lying to you. This is treason, and we need to start treating them now as traitors!"

Now, sitting with him, I ask, "You want to have me executed for treason?"

"That statement," he replies, "it's not a statement that I would make today….Climate is existential. I think it's human-caused climate change. But I don't insist other people believe that. I'm arguing for free markets and then the lowest cost providers should prevail in the marketplace….We should end all subsidies and let the market dictate."

That sounds good: "Let the market dictate."

But wait, Kennedy makes money from solar farms backed by government guaranteed loans. He "leaned on his contacts in the Obama administration to secure a $1.6 billion loan guarantee," wrote The New York Times.

"Why should you get a government subsidy?" I ask.

"If you're creating a new industry," he replies, "you're competing with the Chinese. You want the United States to own pieces of that industry."

I suppose that means his government would subsidize every industry leftists like.

Yet when a wind farm company proposed building one near his family's home, he opposed it.

"Seems hypocritical," I say.

"We're exterminating the right whale in the North Atlantic through these wind farms!" he replies.

I think he was more honest years ago, when he complained that "turbines…would be seen from Cape Cod, Martha's Vineyard… Nantucket….[They] will steal the stars and nighttime views."

Kennedy was once a Democrat, but now Democrats sue to keep him off ballots. Former Clinton Labor Secretary Robert Reich calls him a "dangerous nutcase."

Kennedy complains that Reich won't debate him.

"Nobody will," he says. "They won't have me on any of their networks."

Well, obviously, I will.

I especially wanted to confront him about vaccines.

In a future column, Stossel TV will post more from our hourlong discussion.

The post RFK Jr. Pays Lip Service to the Debt While Pushing Policies That Would Increase It appeared first on Reason.com.

Mobile semiconductors blog
Spreadtrum takes market share in Chinese smartphone market in Q1 2015Vegator
DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%. In terms of overall shipments, a
28. Duben 2015 v 13:47

Spreadtrum takes market share in Chinese smartphone market in Q1 2015

Mobile semiconductors blog

Od: Vegator

28. Duben 2015 v 13:47

DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%.

In terms of overall shipments, according to DigiTimes unit sales of smartphones by Chinese manufacturers declined significantly by about 30% in Q1 2015 compared to Q4 2014, with manufacturers focusing on export sales suffering the largest declines. Huawei, which is moving towards a strategy of using mainly in-house chip solutions from its HiSilicon division, was relatively unaffected and took market share in the quarter.

Spreadtrum's product line

Spreadtrum's increase in 3G smartphone solution shipments most likely reflects the 28 nm SoC it announced in June 2014, the SC883XG. This SoC features a quad-core Cortex-A7 CPU running up to 1.4 GHz, an ARM Mali-400 MP2 GPU, modem support for TD-SCDMA/HSPA(+) and GSM/GPRS/EDGE with dual-SIM capability, and integration of Spreadtrum's Wi-Fi/Bluetooth/GPS/FM chip technology.

The features of the SoC are extremely similar to MediaTek's successful MT6582 platform, which has been on the market for more than one and a half years. The combination of quad-core Cortex-A7 CPU, Mali-400 MP2 GPU and a high level of integration of other functionality on a 28 nm process appears to deliver good performance and very good power efficiency for cost-sensitive devices.

Spreadtrum also recently announced volume shipments of the SC7731G with 3G modem and the SC9830A with LTE modem. Rather than using Cortex-A53 CPU cores, the new chips continue to use efficient Cortex-A7 cores with Mali-400 MP2 GPU with support for Android 5.

MediaTek's 3G market share impacted by Spreadtrum

The DigiTimes report attributes MediaTek's loss of market share in China in Q1 2015 mainly to Spreadtrum's gains for 3G smartphone SoCs, where MediaTek has had a strong position. However, Qualcomm is likely to be a significant factor as well, with indications from new model announcement by companies such as TCL (Alcatel), ZTE, Lenovo/Motorola and others that MediaTek's late introduction of low-cost 4G solution has hurt the company. The resolution of the Chinese monopoly investigation into Qualcomm is also likely to be a factor.

Additionally, a trend has been noticed whereby second and third-tier Chinese smartphone manufacturers have lost share to the largest first-tier manufacturers in China. Since MediaTek's share among second and third-tier manufacturers has been the strongest, this has hurt MediaTek's shipments.

Projections for Q2 2015

For Q2 2015, DigiTimes expects overall AP shipments in China to increase 17.6% sequentially from the low base set in Q1 2015, although that still amounts to an increase of 18% over the same quarter last year (Q2 2014). DigiTimes expects MediaTek to recover some share to reach 48.4%, with Qualcomm seeing a small decline to 21.3% and Spreadtrum's share declining to 15.2%. DigiTimes attributes Spreadtrum's loss of momentum to pressure from MediaTek's 3G solutions, which probably reflects price reductions implemented by MediaTek after it saw shipments decrease and inventories build.

Sources: DigiTimes Research (smartphone AP shipments in China in Q1 2015), (DigiTimes Research (Chinese smartphone shipments in Q1 2015), Spreadtrum (2014 smartphone chip announcement), Spreadtrum (2015 smartphone chips announcement)

Mobile semiconductors blog
HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoCVegator
Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of
16. Duben 2015 v 16:10

HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoC

Mobile semiconductors blog

Od: Vegator

16. Duben 2015 v 16:10

Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of eight cores) is reminiscent of Qualcomm's midrange Snapdragon 615 SoC, which runs at lower clock frequencies.

Huawei also introduced high-end models of both the P8 and P8max with larger storage capacity featuring the Kirin 935 SoC, which is a higher-clocked version of Kirin 930. The Huawei P8max is a smartphone with an unusually large 6.8" display.

SoC is targeted at performance-oriented devices

The Huawei P8 models are higher-priced performance-oriented smartphones, and the characteristics of the SoC match this segment. Apart from the high maximum clock speed of the Cortex-A53 cores, the external RAM interface is likely to be a dual-channel 32-bit configuration like previous performance-oriented SoCs from HiSilicon. Presentation materials from Huawei describe the Cortex-A53 cores in the faster cluster of four CPUs as being of a special, performance-enhanced type, which probably reflects the application of ARM's PoP core-hardening technology whereby the core is optimized for running at a specific frequency and a particular power profile, trading performance against die size. The process technology used is likely to be TSMC's proven 28HPM process.

The SoC is reminiscent of MediaTek's recently introduced MT6795 (Helio-X), which also targets the performance segment with an octa-core Cortex-A53 CPU configuration. MediaTek's SoC has been reported to have been adopted by competitors of Huawei such as HTC and Xiaomi.

Previous generation Mali-T628 MP4 GPU used

Rather than using an updated current-generation GPU like Mali-T760, the specs sheet for the P8max indicates the Kirin 930/935 SoCs continue to use the Mali-T628 MP4 GPU that was previously used in the Kirin 920 SoC. This GPU core is not known for great power efficiency, although there are suggestions that the more efficient Mali-T760 (which features memory bandwidth optimizations) has a relatively high silicon area and cost.

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Apart from Kirin 930, HiSilicon has also introduced the Kirin 620 SoC, which is an octa-core Cortex-A53 based SoC for the cost-sensitive segment, clocked up to 1.2 GHz and with a single-channel memory interface. This means Huawei now has in-house Cortex-A53-based SoCs suitable for most of its smartphone product range.

Sources: Huawei (P8 announcement), Huawei (P8max announcement), AnandTech (Huawei P8 announcement article)

Updated 17 April 2015.

Mobile semiconductors blog
Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applicationsVegator
Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been ta
19. Březen 2015 v 01:24

Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applications

Mobile semiconductors blog

Od: Vegator

19. Březen 2015 v 01:24

Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been targeted at smartphones. For example, the original Snapdragon 410 SoC appears not to support ARMv8 at all, while the new chip is clearly targeted at 64-bit platforms.

Development board released

Qualcomm recently announced the DragonBoard 410c, a development board with support for Linux and Android. It features a quad-core 1.2 GHz Cortex-A53 processor with Adreno 306 GPU, 533 MHZ LPDDR2/LPDDR3 SDRAM, HDMI output and several I/O interfaces. The HDMI output is limited to 30fps at 1080p.

The board is designed to compatible with the 96Boards initiative from Linaro, the non-profit engineering organization developing open source software for the ARM architecture.

With 64-bit support and a maximum clock speed of 1.2 GHz, the APQ8016 SoC that is used on the board most likely uses a more recent version of the Cortex-A53 core than the original Snapdragon 410 processor for smartphones, while being manufactured using the same 28LP process at TSMC.

New SoC probably targets tablets as volume driver

There are indications that the new chip will be used in Wi-Fi-only tablets, such as recently announced Samsung Galaxy Tab A series. There have also been indications that Qualcomm is stepping up its efforts to target Chinese tablet manufacturers.

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

Whereas in the past major smartphone SoC companies kept their closed-source drivers separate from the open-source Linux community, more recently companies such as Qualcomm and MediaTek have started releasing open source contributions for the Linux kernel to support selected SoC products. Both companies have also recently joined Linaro, the engineering organization developing open source software for the ARM architecture.

For both companies, the SoCs supported in the mainline Linux kernel are applications processors without an integrated modem. Qualcomm is supporting the APQ8016 mentioned above while MediaTek has contributed code for the MT8173 tablet processor.

Sources: Qualcomm (Dragonboard announcement), Qualcomm (Windows 10 IoT platform announcement), CNXSoft (DragonBoard 410c article)

Mobile semiconductors blog
China tablet processor market declines in Q1Vegator
According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for th
6. Březen 2015 v 10:08

China tablet processor market declines in Q1

Mobile semiconductors blog

Od: Vegator

6. Březen 2015 v 10:08

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015

Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share

It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers

In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015

By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article), DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Mobile semiconductors blog
Qualcomm and MediaTek see challenges in smartphone SoC marketVegator
Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015. Qualcomm lowers forecast for 2015 due to weakness at major customer In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not se
17. Únor 2015 v 08:46

Qualcomm and MediaTek see challenges in smartphone SoC market

Mobile semiconductors blog

Od: Vegator

17. Únor 2015 v 08:46

Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015.

Qualcomm lowers forecast for 2015 due to weakness at major customer

In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not selected the Snapdragon 810 processor for an upcoming flagship product. This is widely believed to refer to Samsung's upcoming Galaxy S6. In fact the trend of increasing use of in-house Exynos processors already started last year, as models such as Galaxy Alpha, Galaxy S5 Mini and Galaxy Note 4 already saw increasing use of Samsung's own Exynos processors, including modem technology in some cases.

Qualcomm also mentions a share shift among major OEMs that will result in relatively more modem chips as opposed to SoCs (clearly referring to Apple, which only uses Qualcom's modem chips), as well as heightened competition in China. Recently, Qualcomm also recently announced a resolution of the anti-trust investigation by authorities in China, which amounts to a reduction in the patent royalty rate it charges to customers in China.

Qualcomm's total market share currently still strong

At the moment, Qualcomm's market share for smartphone SoCs is still strong as shown by unit shipments and revenues for Q4 2014 and Qualcomm's estimates for Q1 2015, although its product mix has shifted to lower-end products. In comparison to competitor MediaTek, Qualcomm is doing much better in terms of maintaining or growing unit shipments (with Qualcomm in fact seeing a 14% increase in unit shipments in Q4 2014), suggesting that Qualcomm is taking market share from MediaTek as products such as Snapdragon 410 and the new Snapdragon 210 take over large parts of the low-end cost-sensitive market (especially in China) where MediaTek's 3G solutions where previously dominant.

MediaTek losing market share despite successful new products

Meanwhile, although MediaTek has seen widespread adoption of its new MT6752 and MT6732 SoCs with integrated LTE modem for the cost-sensitive mid-range market, the company saw lower unit shipments in Q4 2014 and predicts a 10 to 18% revenue decline for Q1 2015, suggesting its smartphone SoC shipments are under pressure. Given the fact that the new 4G chips have higher selling prices than existing 3G chips, the revenue decline probably reflects a relatively dramatic decline in shipments of existing 3G solutions, with resulting loss of total market share, although price reductions may also play a role. MediaTek has been affected especially by the late introduction of integrated 4G solutions and the lack of a low-end 4G solution and to a lesser extend the delayed introduction of the high-end MT6795.

Captive mobile SoC use becoming more important

Within the total smartphone SoC market (and also in the tablet maket), captive supply (whereby a smartphone manufacturer uses its own SoCs in its smartphone models) is becoming more important, which affects the market opportunity for companies such as Qualcomm and MediaTek. I already mentioned Samsung's increasing use of Exynos processors, which has a significant impact as Samsung is one of the two largest smartphone manufacturers. A major Chinese manufacturr, Huawei, is also increasingly using SoCs from its own HiSilicon division, also extending to lower end models. Apple's gains in market share also has an effect (especially on the high-end market) since it uses proprietary SoCs.

In the tablet market, the low-end and Chinese white-box market is seeing a sharp reduction in shipments in Q1 2015, with market share shifting to brand names (where captive solutions are more important, such as at Samsung) as total shipments are estimated to decline dramatically. This greatly affects traditional players in the tablet SoC market such as Rockchip, Allwinner and MediaTek. Intel's strategy of subsidizing tablet SoCs has also had an impact. According to DigiTimes, the total tablet market will decline 30% sequentially in Q1 2015, with estimates of a decline of 12% for the whole year 2015.

Sources: DigiTimes (tablet market article), DigiTimes (MediaTek results), Qualcomm, MediaTek

Mobile semiconductors blog
Smartphone SoC market share in China in Q1 2015Vegator
Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014. The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand. Qualcomm sees declining shipments, but comes off a strong base The article
3. Únor 2015 v 23:00

Smartphone SoC market share in China in Q1 2015

Mobile semiconductors blog

Od: Vegator

3. Únor 2015 v 23:00

Recently, DigiTimes published an article that forecasts smartphone application processor shipments in the China market for Q1 2015. Overall shipments are expected to decline by 10% sequentially when compared to Q4 2014.

The article states that Qualcomm and Spreadtrum will see the biggest declines, with Spreadtrum shipments declining almost 20% because of a lack of LTE solutions and weakness in emerging market demand.

Qualcomm sees declining shipments, but comes off a strong base

The article mentions that Qualcomm's Snapdragon 400 and Snapdragon 600 series are facing a strong challenge from comparable parts from MediaTek, with the cost structure of presumably Snapdragon 615 being less competitive than that of (presumably) MediaTek's MT6752. In earlier posts, I already compared these SoCs in some detail, and there are reasons to expect that such a cost-structure advantage for MediaTek does exist.

However, any decline for Qualcomm will come off a strong base in Q4 2014, which saw its dominance of the integrated LTE SoC market translate into market share gains (mainly at the expense of MediaTek), also in China. For the cost-sensitive part of the LTE market (covered, for example, by Snapdragon 410 and the upcoming Snapdragon 210), it does not yet face a challenge.

MediaTek struggling to reverse trend of market share decline, but product mix improves

MediaTek's market share has been negatively affected in the last part of 2014 because it was relatively late with its integrated LTE solutions, especially for the cost-sensitive part of the market (indeed, the MT6735, intended to cover the cost-sensitive segment, will only ship in Q2 2015). The article says MediaTek's shipments will decline about 15%, which suggests further market share loss in China for MediaTek after what looks like a weak Q4 2014. However, MediaTek's product mix is changing dramatically as a strong ramp of higher-end LTE SoCs such as MT6752 is offsetting declining shipments of MediaTek's existing 3G solutions which have dominated the Chinese smartphone processor market for some time.

The competitiveness of MediaTek's LTE solutions such as MT6752 gives some reason for optimism for its prospects for the rest of 2015 as these new chips ramp. However, another key product, the high-end MT6795, has been reported to have had production issues that seem to have delayed its introduction. Contrary to my original expectations, reports based on a leaked MediaTek roadmap suggest the MT6795 contains Cortex-A57 and Cortex-A53 cores in a big.LITTLE configuration, rather than a high-clocked octa-core Cortex-A53 CPU configuration, putting it squarely in the high-end segment and reducing the potential for MediaTek's chip to be significantly more cost-competitive than competitor's high-end solutions. However, no official information about the exact CPU configuration of MT6795 as well as up-to-date information about its production schedule has yet been given by MediaTek.

MediaTek's revenues for January 2015 came in at NT$17.5 billion, a level similar to the previous month. Although a year-over-year increase of 36% is apparent, the January 2014 revenue figure does not include MStar revenues. MediaTek has merged with MStar and started recognizing revenues from it in February 2014, so the year over year comparison is not very meaningful. According to DigiTimes, market watchers expected MediaTek's Q1 2015 revenues to decline no more than 10% over Q4 2014 with a strong ramp of new 4G smartphone SoCs. However, this turned out to be too optimistic.

HiSilicon gains as Huawei increasingly adopts in-house chips

Given the mentioned declines in shipments, there must be gainers to make up the balance. The article mentions strong shipments by Huawei's HiSilicon division for Huawei smartphone models. This probably reflects a trend more utilization of its own (HiSilicon) SoCs, also for more cost-senstive segments (for example, the recently announced Kirin 620 is likely to come into play).

Sources: DigiTimes Research (China smartphone AP shipment forecast for Q1 2015), DigiTimes Research (article on delay of Snapdragon 810 and MT6795)

Updated February 17, 2015.

Semiconductor Engineering
Chip Industry Week In ReviewThe SE Staff
BAE Systems and GlobalFoundries are teaming up to strengthen the supply of chips for national security programs, aligning technology roadmaps and collaborating on innovation and manufacturing. Focus areas include advanced packaging, GaN-on-silicon chips, silicon photonics, and advanced technology process development. Onsemi plans to build a $2 billion silicon carbide production plant in the Czech Republic. The site would produce smart power semiconductors for electric vehicles, renewable energy
21. Červen 2024 v 09:01

Chip Industry Week In Review

Semiconductor Engineering

Od: The SE Staff

21. Červen 2024 v 09:01

BAE Systems and GlobalFoundries are teaming up to strengthen the supply of chips for national security programs, aligning technology roadmaps and collaborating on innovation and manufacturing. Focus areas include advanced packaging, GaN-on-silicon chips, silicon photonics, and advanced technology process development.

Onsemi plans to build a $2 billion silicon carbide production plant in the Czech Republic. The site would produce smart power semiconductors for electric vehicles, renewable energy technology, and data centers.

The global chip manufacturing industry is projected to boost capacity by 6% in 2024 and 7% in 2025, reaching 33.7 million 8-inch (200mm) wafers per month, according to SEMI‘s latest World Fab Forecast report. Leading-edge capacity for 5nm nodes and below is expected to grow by 13% in 2024, driven by AI demand for data center applications. Additionally, Intel, Samsung, and TSMC will begin producing 2nm chips using gate-all-around (GAA) FETs next year, boosting leading-edge capacity by 17% in 2025.

At the IEEE Symposium on VLSI Technology & Circuits, imec introduced:

Functional CMOS-based CFETs with stacked bottom and top source/drain contacts.
CMOS-based 56Gb/s zero-IF D-band beamforming transmitters to support next-gen short-range, high-speed wireless services at frequencies above 100GHz.
ADCs for base stations and handsets, a key step toward scalable, high-performance beyond-5G solutions, such as cloud-based AI and extended reality apps.

Quick links to more news:

Global
In-Depth
Market Reports
Education and Training
Security
Product News
Research
Events and Further Reading

Global

Wolfspeed postponed plans to construct a $3 billion chip plant in Germany, underscoring the EU‘s challenges in boosting semiconductor production, reports Reuters. The North Carolina-based company cited reduced capital spending due to a weakened EV market, saying it now aims to start construction in mid-2025, two years later than 0riginally planned.

Micron is building a pilot production line for high-bandwidth memory (HBM) in the U.S., and considering HBM production in Malaysia to meet growing AI demand, according to a Nikkei report. The company is expanding HBM R&D facilities in Boise, Idaho, and eyeing production capacity in Malaysia, while also enhancing its largest HBM facility in Taichung, Taiwan.

Kioxia restored its Yokkaichi and Kitakami plants in Japan to full capacity, ending production cuts as the memory market recovers, according to Nikkei. The company, which is focusing on NAND flash production, has secured new bank credit support, including refinancing a ¥540 billion loan and establishing a ¥210 billion credit line. Kioxia had reduced output by more than 30% in October 2022 due to weak smartphone demand.

Europe’s NATO Innovation Fund announced its first direct investments, which includes semiconductor materials. Twenty-three NATO allies co-invested in this over $1B fund devoted to address critical defense and security challenges.

The second meeting of the U.S.–India Initiative on Critical and Emerging Technology (iCET) was held in New Delhi, with various funding and initiatives announced to support semiconductor technology, next-gen telecommunications, connected and autonomous vehicles, ML, and more.

Amazon announced investments of €10 billion in Germany to drive innovation and support the expansion of its logistics network and cloud infrastructure.

Quantum Machines opened the Israeli Quantum Computing Center (IQCC) research facility, backed by the Israel Innovation Authority and located at Tel Aviv University. Also, Israel-based Classiq is collaborating with NVIDIA and BMW, using quantum computing to find the optimal automotive architecture of electrical and mechanical systems.

Global data center vacancy rates are at historic lows, and power availability is becoming less available, according to a Siemens report featured on Broadband Breakfast. The company called for an influx of financing to find new ways to optimize data center technology and sustainability.

In-Depth

Semiconductor Engineering published its Manufacturing, Packaging & Materials newsletter this week, featuring these top stories:

Single Vs. Multi-Patterning Advancements For EUV
Precise Control Of Copper Plating And CMP
Ruthenium Interconnects On Tap
Opportunities Grow For GPU Acceleration

More reporting this week:

IC Industry’s Growing Role In Sustainability
What’s Missing In Test

Market Reports

Renesas completed its acquisition of Transphorm and will immediately start offering GaN-based power products and reference designs to meet the demand for wide-bandgap (WBG) chips.

Revenues for the top five wafer fab equipment (WFE) companies fell 9% YoY in Q1 2024, according to Counterpoint. This was offset partially by increased demand for NAND and DRAM, which increased 33% YoY, and strong growth in sales to China, which were up 116% YoY.

The SiC power devices industry saw robust growth in 2023, primarily driven by the BEV market, according to TrendForce. The top five suppliers, led by ST with a 32.6% market share and onsemi in second place, accounted for 91.9% of total revenue. However, the anticipated slowdown in BEV sales and weakening industrial demand are expected to significantly decelerate revenue growth in 2024.

About 30% of vehicles produced globally will have E/E architectures with zonal controllers by 2032, according to McKinsey & Co. The market for automotive micro-components and logic semiconductors is predicted to reach $60 billion in 2032, and the overall automotive semiconductor market is expected to grow from $60 billion to $140 billion in the same period, at a 10% CAGR.

The automotive processor market generated US$20 billion in revenue in 2023, according to Yole. US$7.8 billion was from APUs and FPGAs and $12.2 billion was from MCUs. The ADAS and infotainment processors market was worth US$7.8 billion in 2023 and is predicted to grow to $16.4 billion by 2029 at a 13% CAGR. The market for ADAS sensing is expected to grow at a 7% CAGR.

Security

The CHERI Alliance was established to drive adoption of memory safety and scalable software compartmentalization via the security technology CHERI, or Capability Hardware Enhanced RISC Instructions. Founding members include Capabilities Limited, Codasip, the FreeBSD Foundation, lowRISC, SCI Semiconductor, and the University of Cambridge.

In security research:

Japan and China researchers explored a NAND-XOR ring oscillator structure to design an entropy source architecture for a true random number generator (TRNG).
University of Toronto and Carleton University researchers presented a survey examining how hardware is applied to achieve security and how reported attacks have exploited certain defects in hardware.
University of North Texas and Texas Woman’s University researchers explored the potential of hardware security primitive Physical Unclonable Functions (PUF) for mitigation of visual deepfakes.
Villanova University researchers proposed the Boolean DERIVativE attack, which generalizes Boolean domain leakage.

Post-quantum cryptography firm PQShield raised $37 million in Series B funding.

Former OpenAI executive, Ilya Sutskever, who quit over safety concerns, launched Safe Superintelligence Inc. (SSI).

EU industry groups warned the European Commission that its proposed cybersecurity certification scheme (EUCS) for cloud services should not discriminate against Amazon, Google, and Microsoft, reported Reuters.

Cyber Europe tested EU cyber preparedness in the energy sector by simulating a series of large-scale cyber incidents in an exercise organized by the European Union Agency for Cybersecurity (ENISA).

The Cybersecurity and Infrastructure Security Agency (CISA) issued a number of alerts/advisories.

Education and Training

New York non-profit NY CREATES and South Korea’s National Nano Fab Center partnered to develop a hub for joint research, aligned technology services, testbed support, and an engineer exchange program to bolster chips-centered R&D, workforce development, and each nation’s high-tech ecosystem.

New York and the Netherlands agreed on a partnership to promote sustainability within the semiconductor industry, enhance workforce development, and boost semiconductor R&D.

Rapidus is set to send 200 engineers to AI chip developer Tenstorrent in the U.S. for training over the next five years, reports Nikkei. This initiative, led by Japan’s Leading-edge Semiconductor Technology Center (LSTC), aims to bolster Japan’s AI chip industry.

Product News

UMC announced its 22nm embedded high voltage (eHV) technology platform for premium smartphone and mobile device displays. The 22eHV platform reduces core device power consumption by up to 30% compared to previous 28nm processes. Die area is reduced by 10% with the industry’s smallest SRAM bit cells.

Alphawave Semi announced a new 9.2 Gbps HBM3E sub-system silicon platform capable of 1.2 terabytes per second. Based on the HBM3E IP, the sub-system is aimed at addressing the demand for ultra-high-speed connectivity in high-performance compute applications.

Movellus introduced the Aeonic Power product family for on-die voltage regulation, targeting the challenging area of power delivery.

Cadence partnered with Semiwise and sureCore to develop new cryogenic CMOS circuits with possible quantum computing applications. The circuits are based on modified transistors found in the Cadence Spectre Simulation Platform and are capable of processing analog, mixed-signal, and digital circuit simulation and verification at cryogenic temperatures.

Renesas launched R-Car Open Access (RoX), an integrated development platform for software-defined vehicles (SDVs), designed for Renesas R-Car SoCs and MCUs with tools for deployment of AI applications, reducing complexity and saving time and money for car OEMs and Tier 1s.

Infineon released industry-first radiation-hardened 1 and 2 Mb parallel interface ferroelectric-RAM (F-RAM) nonvolatile memory devices, with up to 120 years of data retention at 85-degree Celsius, along with random access and full memory write at bus speeds. Plus, a CoolGaN Transistor 700 V G4 product family for efficient power conversion up to 700 V, ideal for consumer chargers and notebook adapters, data center power supplies, renewable energy inverters, and more.

Ansys adopted NVIDIA’s Omniverse application programming interfaces for its multi-die chip designers. Those APIs will be used for 5G/6G, IoT, AI/ML, cloud computing, and autonomous vehicle applications. The company also announced ConceptEV, an SaaS solution for automotive concept design for EVs.

Fig. 1: Field visualization of 3D-IC with Omniverse. Source: Ansys

QP Technologies announced a new dicing saw for its manufacturing line that can process a full cassette of 300mm wafers 7% faster than existing tools, improving throughput and productivity.

NXP introduced its SAF9xxx of audio DSPs to support the demand for AI-based audio in software-defined vehicles (SDVs) by using Cadence’s Tensilica HiFi 5 DSPs combined with dedicated neural-network engines and hardware-based accelerators.

Avionyx, a provider of software lifecycle engineering in the aerospace and safety-critical systems sector, partnered with Siemens and will leverage its Polarion application lifecycle management (ALM) tool. Also, Dovetail Electric Aviation adopted Siemens Xcelerator to support sustainable aviation.

Research

Researchers from imec and KU Leuven released a +70 page paper “Selecting Alternative Metals for Advanced Interconnects,” addressing interconnect resistance and reliability.

A comprehensive review article — “Future of plasma etching for microelectronics: Challenges and opportunities” — was created by a team of experts from the University of Maryland, Lam Research, IBM, Intel, and many others.

Researchers from the Institut Polytechnique de Paris’s Laboratory of Condensed Matter for Physics developed an approach to investigate defects in semiconductors. The team “determined the spin-dependent electronic structure linked to defects in the arrangement of semiconductor atoms,” the first time this structure has been measured, according to a release.

Lawrence Berkeley National Laboratory-led researchers developed a small enclosed chamber that can hold all the components of an electrochemical reaction, which can be paired with transmission electron microscopy (TEM) to generate precise views of a reaction at atomic scale, and can be frozen to stop the reaction at specific time points. They used the technique to study a copper catalyst.

The Federal Drug Administration (FDA) approved a clinical trial to test a device with 1,024 nanoscale sensors that records brain activity during surgery, developed by engineers at the University of California San Diego (UC San Diego).

Events and Further Reading

Find upcoming chip industry events here, including:

Event	Date	Location
Standards for Chiplet Design with 3DIC Packaging (Part 2)	Jun 21	Online
DAC 2024	Jun 23 – 27	San Francisco
RISC-V Summit Europe 2024	Jun 24 – 28	Munich
Leti Innovation Days 2024	Jun 25 – 27	Grenoble, France
ISCA 2024	Jun 29 – Jul 3	Buenos Aires, Argentina
SEMICON West	Jul 9 – 11	San Francisco
Flash Memory Summit	Aug 6 – 8	Santa Clara, CA
USENIX Security Symposium	Aug 14 – 16	Philadelphia, PA
Hot Chips 2024	Aug 25- 27	Stanford University

Find All Upcoming Events Here

Upcoming webinars are here.

Semiconductor Engineering’s latest newsletters:

Automotive, Security and Pervasive Computing
Systems and Design
Low Power-High Performance
Test, Measurement and Analytics
Manufacturing, Packaging and Materials

The post Chip Industry Week In Review appeared first on Semiconductor Engineering.

PC Archives - Siliconera
Zenless Zone Zero Rina Trailer Shows Her Scaring a BangbooStephanie Liu
A new trailer for Zenless Zone Zero is out, focusing on Rina. As a reminder, Rina, or Alexandrina Sebastiane, is a member of Victoria Housekeeping. You can watch the Rina Zenless Zone Zero trailer: https://www.youtube.com/watch?v=vUEUNAzts-0 It’s also available in Mandarin Chinese, Japanese, and Korean. The trailer stats with a scared-looking Bangboo wandering around a facility before Rina informs it of how it’s in a forbidden area. As she lists off the rules about the area, she sc
23. Červen 2024 v 19:30

Zenless Zone Zero Rina Trailer Shows Her Scaring a Bangboo

PC Archives - Siliconera

Od: Stephanie Liu

23. Červen 2024 v 19:30

zenless zone zero rina

A new trailer for Zenless Zone Zero is out, focusing on Rina. As a reminder, Rina, or Alexandrina Sebastiane, is a member of Victoria Housekeeping.

You can watch the Rina Zenless Zone Zero trailer:

https://www.youtube.com/watch?v=vUEUNAzts-0

It’s also available in Mandarin Chinese, Japanese, and Korean.

The trailer stats with a scared-looking Bangboo wandering around a facility before Rina informs it of how it’s in a forbidden area. As she lists off the rules about the area, she scares it so much that it passes out. Then, it shows off how Rina fights by puppeteering two little robots. It then ends with her acting like a normal maid to the Bangboo. However, despite her profession, she’s a horrible cook.

Like other members of the Victoria Housekeeping faction, Rina is based on a combination between a normal housekeeper and a Western horror trope. In Rina’s case, she appears to be a combination of ghosts and the idea of haunted puppets. Other members of Victoria Housekeeping include Corin, Ellen, and Von Lycaon. Of the housekeepers within this faction, it seems that Ellen is the only one who’s willing to give Rina’s cooking a try.

Zenless Zone Zero will come out on the PS5, Windows PC, and mobile devices from July 4, 2024.

The post Zenless Zone Zero Rina Trailer Shows Her Scaring a Bangboo appeared first on Siliconera.

PC Archives - Siliconera
Ruan Mei Is a Must Pull for Any Honkai: Star Rail PlayerStephanie Liu
The Ruan Mei re-run banner appeared in the first phase of Honkai: Star Rail Version 2.3. While I’m sure lots of people want to pull for the game-designated girlfriend Firefly, I highly suggest that players who don’t have Ruan Mei pull for her instead. She is one of the best characters in the game (in terms of her kit) and can make all the difference in the world when it comes to your ability to clear difficult content. Screenshot by Siliconera Let’s acknowledge the elephant in the room fir
22. Červen 2024 v 21:00

Ruan Mei Is a Must Pull for Any Honkai: Star Rail Player

PC Archives - Siliconera

Od: Stephanie Liu

22. Červen 2024 v 21:00

star rail ruan mei

The Ruan Mei re-run banner appeared in the first phase of Honkai: Star Rail Version 2.3. While I’m sure lots of people want to pull for the game-designated girlfriend Firefly, I highly suggest that players who don’t have Ruan Mei pull for her instead. She is one of the best characters in the game (in terms of her kit) and can make all the difference in the world when it comes to your ability to clear difficult content.

ruan mei star rail creations — Screenshot by Siliconera

Let’s acknowledge the elephant in the room first. Ruan Mei is, objectively, kind of an awful person. One could go as far as to call her a monster. In our first meeting with her, she drugs us against our will and we see all of her adorable little creations crying for her to give them even a scrap of acknowledgement. Though she’s not completely emotionless, her inability to comprehend love and her pursuit of knowledge have her abandoning the creations on Herta Space Station. My friend jokingly calls her a cat abuser and refuses to get her for this exact reason. As a character, she is very interesting! But I can also understand people feeling uncomfortable with her due to her neglect of the Creations and her almost sociopathic behavior.

Some people may only want to pull for and use characters they like. That’s fair! It’s not fun playing gacha if you don’t like the characters, after all. But for players who care about the meta and who want to have an easier time clearing endgame content such as the higher difficulties of Simulated Universe, Ruan Mei is almost a must-pull. Your quality of life post-Ruan Mei will never compare to what it was like pre-Ruan Mei. If I have to name one thing that is bad about Ruan Mei, it’s that for all of her genius, she wasn’t able to clone a second Ruan Mei to use in Forgotten Hall. Robin exists though, so at least you can use her.

star rail ruan mei trailer — Image via HoYoVerse

In order to understand why Ruan Mei is such a must-pull, we need to look at her kit and how she compares to similar characters. Her passive Talent increases the party’s SPD and her Skill increases the party’s DMG and Weakness Break Efficiency. This Weakness Break Efficiency buff is one of the best parts of Ruan Mei’s kit, as no other character is capable of this as of Version 2.2. Her Ultimate also increases the party’s All-Type RES PEN and delays their action after a Weakness Break. Ruan Mei’s buffs are so universal she can run on all teams, including DoT teams. She can also fit on either a hyper-carry or a double attacker team. While other limited 5-star Harmony characters like Sparkle and Robin are fantastic, they’re far more Crit DMG focused, which can limit their usage.

That’s not to say that they’re bad. In fact, part of Ruan Mei’s initial appeal is that you can run her with another Harmony or support character. Back when she debuted, one of the best Harmony units was Bronya. But Bronya has a glaring issue with SP. Aside from her and your attacker, your team has to be SP positive or neutral. You can run her with Asta, who only needs her Ultimate. But Tingyun and Yukong are out of the question because you need to conserve your SP for Bronya and your attacker. Of course, depending on the battle, you might want to leave some for your sustain as well. Ruan Mei’s buffs last for three of her turns and they affect the whole party, meaning that she can run with more SP-hungry Harmony or Nihility characters without affecting the way they play.

ruan mei star rail — Image via HoYoVerse

Since the beginning of the game, I’ve been adamant that you can skip attackers, but you can’t skip support characters. While some must-pulls like Luocha and Silver Wolf have fallen behind in the ever-shifting meta (Huohuo and Aventurine made Luocha obsolete if you have them, and Silver Wolf’s niche is no longer as necessary due to most people having more character variety). Ruan Mei’s universal buffs make her a staple on any team. She came out during the Destruction era but remained relevant even during the DoT renaissance (Black Swan), the follow-up attack era (IP3, Robin), and the current Break Effect (Firefly, Boothill) era. And she’s sure to remain a top-tier support no matter what meta changes the future brings.

Honkai: Star Rail is readily available on the PS5, Windows PC, and mobile devices. You can only pull for Ruan Mei in Honkai: Star Rail when the “Floral Triptych” banner is up.

The post Ruan Mei Is a Must Pull for Any Honkai: Star Rail Player appeared first on Siliconera.

PC Archives - Siliconera
Wuthering Waves Version 1.1 DetailedStephanie Liu
Version 1.1 of Wuthering Waves will go live on June 28, 2024 and the official Twitter (X) account has teased what to expect from the upcoming patch. New 5-star characters will be Jinhsi and Changli. Aside from new characters, there will be new weapons and areas to explore as well. Wuthering Waves Version 1.1 will introduce Mt. Firmament to explore. Meanwhile, the first character on banner will be Jinhsi, followed by Changli. Jinhsi will be a Spectro Broadblade Resonator and Changli will be F
22. Červen 2024 v 04:00

Wuthering Waves Version 1.1 Detailed

PC Archives - Siliconera

Od: Stephanie Liu

22. Červen 2024 v 04:00

wuthering waves version 1.1

Version 1.1 of Wuthering Waves will go live on June 28, 2024 and the official Twitter (X) account has teased what to expect from the upcoming patch. New 5-star characters will be Jinhsi and Changli.

Aside from new characters, there will be new weapons and areas to explore as well. Wuthering Waves Version 1.1 will introduce Mt. Firmament to explore. Meanwhile, the first character on banner will be Jinhsi, followed by Changli. Jinhsi will be a Spectro Broadblade Resonator and Changli will be Fusion Sword. Jinhsi’s signature weapon will be the Ages of Harvest and Changli’s will be Blazing Brilliance.

As well, the main story will continue with Main Quest Chapter 1 Act 7. We already know from Kuro Games’s previous communications that Jue will appear as a boss fight in the upcoming chapter. Like Scar, you’ll be able to challenge Jue again multiple times. Jue will also be available as an Echo to collect and use. Other new Echoes include Clang Bang, Dwarf Cassowary, and Lightcurhser. There will also be a new Companion Quest focusing on Changli. Finally, there will be several events both permanent and limited-time.

Wuthering Waves is readily available on the Windows PC and mobile devices. Version 1.1 of Wuthering Waves will go live on June 28, 2024.

The post Wuthering Waves Version 1.1 Detailed appeared first on Siliconera.

IEEE Spectrum
For EVs, Semi-Solid-State Batteries Offer a Step ForwardWillie D. Jones
Earlier this month, China announced that it is pouring 6 billion yuan (about US $826 million) into a fund meant to spur the development of solid-state batteries by the nation’s leading battery manufacturers. Solid-state batteries use electrolytes of either glass, ceramic, or solid polymer material instead of the liquid lithium salts that are in the vast majority of today’s electric vehicle (EV) batteries. They’re greatly anticipated because they will have three or four times as much energy den
19. Červen 2024 v 18:00

For EVs, Semi-Solid-State Batteries Offer a Step Forward

IEEE Spectrum

Od: Willie D. Jones

19. Červen 2024 v 18:00

Earlier this month, China announced that it is pouring 6 billion yuan (about US $826 million) into a fund meant to spur the development of solid-state batteries by the nation’s leading battery manufacturers. Solid-state batteries use electrolytes of either glass, ceramic, or solid polymer material instead of the liquid lithium salts that are in the vast majority of today’s electric vehicle (EV) batteries. They’re greatly anticipated because they will have three or four times as much energy density as batteries with liquid electrolytes, offer more charge-discharge cycles over their lifetimes, and be far less susceptible to the thermal runaway reaction that occasionally causes lithium batteries to catch fire.

But China’s investment in the future of batteries won’t likely speed up the timetable for mass production and use in production vehicles. As IEEE Spectrum pointed out in January, it’s not realistic to look for solid-state batteries in production vehicles anytime soon. Experts Spectrum consulted at the time “noted a pointed skepticism toward the technical merits of these announcements. None could isolate anything on the horizon indicating that solid-state technology can escape the engineering and ‘production hell’ that lies ahead.”

“To state at this point that any one battery and any one country’s investments in battery R&D will dominate in the future is simply incorrect.” —Steve W. Martin, Iowa State University

Reaching scale production of solid-state batteries for EVs will first require validating existing solid-state battery technologies—now being used for other, less demanding applications—in terms of performance, life-span, and relative cost for vehicle propulsion. Researchers must still determine how those batteries take and hold a charge and deliver power as they age. They’ll also need to provide proof that a glass or ceramic battery can stand up to the jarring that comes with driving on bumpy roads and certify that it can withstand the occasional fender bender.

Here Come Semi-Solid-State Batteries

Meanwhile, as the world waits for solid electrolytes to shove liquids aside, Chinese EV manufacturer Nio and battery maker WeLion New Energy Technology Co. have partnered to stake a claim on the market for a third option that splits the difference: semi-solid-state batteries, with gel electrolytes.

CarNewsChina.com reported in April that the WeLion cells have an energy density of 360 watt-hours per kilogram. Fully packaged, the battery’s density rating is 260 Wh/kg. That’s still a significant improvement over lithium iron phosphate batteries, whose density tops out at 160 Wh/kg. In tests conducted last month with Nio’s EVs in Shanghai, Chengdu, and several other cities, the WeLion battery packs delivered more than 1,000 kilometers of driving range on a single charge. Nio says it plans to roll out the new battery type across its vehicle lineup beginning this month.

But the Beijing government’s largesse and the Nio-WeLion partnership’s attempt to be first to get semi-solid-state batteries into production vehicles shouldn’t be a temptation to call the EV propulsion game prematurely in China’s favor.

So says Steve W. Martin, a professor of materials science and engineering at Iowa State University, in Ames. Martin, whose research areas include glassy solid electrolytes for solid-state lithium batteries and high-capacity reversible anodes for lithium batteries, believes that solid-state batteries are the future and that hybrid semi-solid batteries will likely be a transition between liquid and solid-state batteries. However, he says, “to state at this point that any one battery and any one country’s investments in battery R&D will dominate in the future is simply incorrect.” Martin explains that “there are too many different kinds of solid-state batteries being developed right now and no one of these has a clear technological lead.”

The Advantages of Semi-Solid-State Batteries

The main innovation that gives semi-solid-state batteries an advantage over conventional batteries is the semisolid electrolyte from which they get their name. The gel electrolyte contains ionic conductors such as lithium salts just as liquid electrolytes do, but the way they are suspended in the gel matrix supports much more efficient ion conductivity. Enhanced transport of ions from one side of the battery to the other boosts the flow of current in the opposite direction that makes a complete circuit. This is important during the charging phase because the process happens more rapidly than it can in a battery with a liquid electrolyte. The gel’s structure also resists the formation of dendrites, the needlelike structures that can form on the anode during charging and cause short circuits. Additionally, gels are less volatile than liquid electrolytes and are therefore less prone to catching fire.

Though semi-solid-state batteries won’t reach the energy densities and life-spans that are expected from those with solid electrolytes, they’re at an advantage in the short term because they can be made on conventional lithium-ion battery production lines. Just as important, they have been tested and are available now rather than at some as yet unknown date.

Semi-solid-state batteries can be made on conventional lithium-ion battery production lines.

Several companies besides WeLion are actively developing semi-solid-state batteries. China’s prominent battery manufacturers, including CATL, BYD, and the state-owned automakers FAW Group and SAIC Group are, like WeLion, beneficiaries of Beijing’s plans to advance next-generation battery technology domestically. Separately, the startup Farasis Energy, founded in Ganzhou, China, in 2009, is collaborating with Mercedes-Benz to commercialize advanced batteries.

The Road Forward to Solid-State Batteries

U.S. startup QuantumScape says the solid-state lithium metal batteries it’s developing will offer energy density of around 400 Wh/kg. The company notes that its cells eliminate the charging bottleneck that occurs in conventional lithium-ion cells, where lithium must diffuse into the carbon particles. QuantumScape’s advanced batteries will therefore allow fast charging from 10 to 80 percent in 15 minutes. That’s a ways off, but the Silicon Valley–based company announced in March that it had begun shipping its prototype Alpha-2 semi-solid-state cells to manufacturers for testing.

Toyota is among a group of companies not looking to hedge their bets. The automaker, ignoring naysayers, aims to commercialize solid-state batteries by 2027 that it says will give an EV a range of 1,200 km on a single charge and allow 10-minute fast charging. It attributes its optimism to breakthroughs addressing durability issues. And for companies like Solid Power, it’s also solid-state or bust. Solid Power, which aims to commercialize a lithium battery with a proprietary sulfide-based solid electrolyte, has partnered with major automakers Ford and BMW. ProLogium Technology, which is also forging ahead with preparations for a solid-state battery rollout, claims that it will start delivering batteries this year that combine a ceramic oxide electrolyte with a lithium-free soft cathode (for energy density exceeding 500 Wh/kg). The company, which has teamed up with Mercedes-Benz, demonstrated confidence in its timetable by opening the world’s first giga-level solid-state lithium ceramic battery factory earlier this year in Taoyuan, Taiwan.

Latest
Banning Flavored Tobacco Products Doesn't Work—We Have the Trash To Prove ItSofia Hamilton
In recent years, Massachusetts, New York, California, and Washington, D.C., have all implemented bans on flavored tobacco products in an attempt to reduce smoking rates among younger populations. Despite these bans, flavored tobacco products are still easily accessible—and it's never been more apparent. Walk into the nearest convenience store and you'll likely find an assortment of flavored tobacco products to choose from—strawberry banana, blue
23. Červen 2024 v 13:00

Banning Flavored Tobacco Products Doesn't Work—We Have the Trash To Prove It

Latest

Od: Sofia Hamilton

23. Červen 2024 v 13:00

Green trash can that says, "Keep New York City Clean." | Photo 58512828 © Daniel Kaesler | Dreamstime.com

In recent years, Massachusetts, New York, California, and Washington, D.C., have all implemented bans on flavored tobacco products in an attempt to reduce smoking rates among younger populations. Despite these bans, flavored tobacco products are still easily accessible—and it's never been more apparent.

Walk into the nearest convenience store and you'll likely find an assortment of flavored tobacco products to choose from—strawberry banana, blue raspberry, spearmint, black cherry. Whether or not your city or state bans these products, they'll likely be fully stocked and at your disposal.

In 2021, the D.C. Council banned the sale of flavored tobacco products within a quarter-mile of middle schools and high schools. New York City took things a step further by banning the sale of flavored tobacco products throughout its five boroughs.

Yet, citywide bans on the sale and purchase of flavored tobacco products have utterly failed. Two new studies conducted by the market researcher WSPM Group show just how many tobacco products are being consumed and disposed of in Washington, D.C., and New York City. Researchers went through the trash in the two cities and found that over 99 percent of the vapes collected from the urban trash cans were flavored tobacco products, despite consumers in those cities being barred from legally purchasing those products.

Something similar happened when Massachusetts banned menthol cigarettes in 2019. Proponents of the ban argued that it would lower smoking rates among black adults, the primary consumers of menthol tobacco products. In reality, the prevalence of smoking among black adults increased after the ban was implemented, as did the sale of menthol cigarettes in surrounding states. Bay Staters were driving out-of-state to purchase menthol cigarettes in higher quantities to stockpile for their own use or to sell on the newly created black market. Smokers were undeniably worse off after their state government took away their right to choose and forced them into a black market.

And who supplies vendors with these illicit flavored vapes filling the shelves of corner stores across the nation? China, of course—though most consumers likely aren't aware of that. Of the 2,000 e-vapor products collected from the trash in Washington, D.C., and the surrounding cities of Arlington, Alexandria, Bethesda, and Silver Spring, 99.5 percent of the packaging and products were exported from China. When the nearest 7-Eleven carries a variety of flavored vapes, few will consider where they came from or imagine that they are illegally imported items. Last year, the FDA sent out notices to 22 retailers warning them of coming fines if they did not stop selling unauthorized e-cigarettes, but those banned products can still be seen on store shelves and in smokers' hands throughout the country.

Adults should be able to purchase whatever tobacco products they please—and the trash tells us they will do just that. Banning flavored tobacco products will never stop people from smoking—instead, lawmakers are once again causing unregulated and potentially dangerous black markets to rise up and meet the demand. It's time that policy makers discard the idea that they can control individuals' personal choices.

The post Banning Flavored Tobacco Products Doesn't Work—We Have the Trash To Prove It appeared first on Reason.com.

Mobile semiconductors blog
Spreadtrum takes market share in Chinese smartphone market in Q1 2015Vegator
DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%. In terms of overall shipments, a
28. Duben 2015 v 13:47

Spreadtrum takes market share in Chinese smartphone market in Q1 2015

Mobile semiconductors blog

Od: Vegator

28. Duben 2015 v 13:47

DigiTimes Research recently posted a report about smartphone AP (application processor) shipments in China in Q1 2015, indicating that Chinese fabless semiconductor company Spreadtrum gained market share in Q1, mainly based on strength for low-end 3G solutions. According to the report, Spreadtrum's market share reached 17.4% in Q1 2015, while MediaTek continues to lead the Chinese market with 46.8% share, followed by Qualcomm, which increased its share to 23.6%.

In terms of overall shipments, according to DigiTimes unit sales of smartphones by Chinese manufacturers declined significantly by about 30% in Q1 2015 compared to Q4 2014, with manufacturers focusing on export sales suffering the largest declines. Huawei, which is moving towards a strategy of using mainly in-house chip solutions from its HiSilicon division, was relatively unaffected and took market share in the quarter.

Spreadtrum's product line

Spreadtrum's increase in 3G smartphone solution shipments most likely reflects the 28 nm SoC it announced in June 2014, the SC883XG. This SoC features a quad-core Cortex-A7 CPU running up to 1.4 GHz, an ARM Mali-400 MP2 GPU, modem support for TD-SCDMA/HSPA(+) and GSM/GPRS/EDGE with dual-SIM capability, and integration of Spreadtrum's Wi-Fi/Bluetooth/GPS/FM chip technology.

The features of the SoC are extremely similar to MediaTek's successful MT6582 platform, which has been on the market for more than one and a half years. The combination of quad-core Cortex-A7 CPU, Mali-400 MP2 GPU and a high level of integration of other functionality on a 28 nm process appears to deliver good performance and very good power efficiency for cost-sensitive devices.

Spreadtrum also recently announced volume shipments of the SC7731G with 3G modem and the SC9830A with LTE modem. Rather than using Cortex-A53 CPU cores, the new chips continue to use efficient Cortex-A7 cores with Mali-400 MP2 GPU with support for Android 5.

MediaTek's 3G market share impacted by Spreadtrum

The DigiTimes report attributes MediaTek's loss of market share in China in Q1 2015 mainly to Spreadtrum's gains for 3G smartphone SoCs, where MediaTek has had a strong position. However, Qualcomm is likely to be a significant factor as well, with indications from new model announcement by companies such as TCL (Alcatel), ZTE, Lenovo/Motorola and others that MediaTek's late introduction of low-cost 4G solution has hurt the company. The resolution of the Chinese monopoly investigation into Qualcomm is also likely to be a factor.

Additionally, a trend has been noticed whereby second and third-tier Chinese smartphone manufacturers have lost share to the largest first-tier manufacturers in China. Since MediaTek's share among second and third-tier manufacturers has been the strongest, this has hurt MediaTek's shipments.

Projections for Q2 2015

For Q2 2015, DigiTimes expects overall AP shipments in China to increase 17.6% sequentially from the low base set in Q1 2015, although that still amounts to an increase of 18% over the same quarter last year (Q2 2014). DigiTimes expects MediaTek to recover some share to reach 48.4%, with Qualcomm seeing a small decline to 21.3% and Spreadtrum's share declining to 15.2%. DigiTimes attributes Spreadtrum's loss of momentum to pressure from MediaTek's 3G solutions, which probably reflects price reductions implemented by MediaTek after it saw shipments decrease and inventories build.

Sources: DigiTimes Research (smartphone AP shipments in China in Q1 2015), (DigiTimes Research (Chinese smartphone shipments in Q1 2015), Spreadtrum (2014 smartphone chip announcement), Spreadtrum (2015 smartphone chips announcement)

Mobile semiconductors blog
HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoCVegator
Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of
16. Duben 2015 v 16:10

HiSilicon introduces Kirin 930/935, a performance-oriented Cortex-A53-based SoC

Mobile semiconductors blog

Od: Vegator

16. Duben 2015 v 16:10

Huawei has introduced the Huawei P8 and P8max smartphones, featuring the Kirin 930 and Kirin 935 SoCs from Huawei's HiSilicon semiconductor division. The octa-core Kirin 930 SoC is a performance-oriented SoC featuring only Cortex-A53 CPU cores. With a maximum clock frequency in excess of 2.0 GHz, it bears similarities to MediaTek's MT6795, but the use of a pseudo big.LITTLE configuration (four Cortex-A53 cores clocked up to 2.0 GHz and four Cortex-A53 cores clocked up to 1.5 GHz, for a total of eight cores) is reminiscent of Qualcomm's midrange Snapdragon 615 SoC, which runs at lower clock frequencies.

Huawei also introduced high-end models of both the P8 and P8max with larger storage capacity featuring the Kirin 935 SoC, which is a higher-clocked version of Kirin 930. The Huawei P8max is a smartphone with an unusually large 6.8" display.

SoC is targeted at performance-oriented devices

The Huawei P8 models are higher-priced performance-oriented smartphones, and the characteristics of the SoC match this segment. Apart from the high maximum clock speed of the Cortex-A53 cores, the external RAM interface is likely to be a dual-channel 32-bit configuration like previous performance-oriented SoCs from HiSilicon. Presentation materials from Huawei describe the Cortex-A53 cores in the faster cluster of four CPUs as being of a special, performance-enhanced type, which probably reflects the application of ARM's PoP core-hardening technology whereby the core is optimized for running at a specific frequency and a particular power profile, trading performance against die size. The process technology used is likely to be TSMC's proven 28HPM process.

The SoC is reminiscent of MediaTek's recently introduced MT6795 (Helio-X), which also targets the performance segment with an octa-core Cortex-A53 CPU configuration. MediaTek's SoC has been reported to have been adopted by competitors of Huawei such as HTC and Xiaomi.

Previous generation Mali-T628 MP4 GPU used

Rather than using an updated current-generation GPU like Mali-T760, the specs sheet for the P8max indicates the Kirin 930/935 SoCs continue to use the Mali-T628 MP4 GPU that was previously used in the Kirin 920 SoC. This GPU core is not known for great power efficiency, although there are suggestions that the more efficient Mali-T760 (which features memory bandwidth optimizations) has a relatively high silicon area and cost.

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Apart from Kirin 930, HiSilicon has also introduced the Kirin 620 SoC, which is an octa-core Cortex-A53 based SoC for the cost-sensitive segment, clocked up to 1.2 GHz and with a single-channel memory interface. This means Huawei now has in-house Cortex-A53-based SoCs suitable for most of its smartphone product range.

Sources: Huawei (P8 announcement), Huawei (P8max announcement), AnandTech (Huawei P8 announcement article)

Updated 17 April 2015.

Mobile semiconductors blog
Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applicationsVegator
Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been ta
19. Březen 2015 v 01:24

Qualcomm releases new variant of Snapdragon 410 that supports ARMv8, targeting tablets and other applications

Mobile semiconductors blog

Od: Vegator

19. Březen 2015 v 01:24

Qualcomm recently made announcements of products and reference designs based on the APQ8016 SoC, a new modem-less quad-core Cortex-A53-based SoC branded as Snapdragon 410. The chip is targeted at IoT applications, development boards and probably also Wi-Fi-only tablets, supporting Linux, Android and Windows 10. Although branded as Snapdragon 410, the chip is a new design that is likely to fix most of the performance deficiencies of the first-generation MSM8916 Snapdragon 410 SoC that has been targeted at smartphones. For example, the original Snapdragon 410 SoC appears not to support ARMv8 at all, while the new chip is clearly targeted at 64-bit platforms.

Development board released

Qualcomm recently announced the DragonBoard 410c, a development board with support for Linux and Android. It features a quad-core 1.2 GHz Cortex-A53 processor with Adreno 306 GPU, 533 MHZ LPDDR2/LPDDR3 SDRAM, HDMI output and several I/O interfaces. The HDMI output is limited to 30fps at 1080p.

The board is designed to compatible with the 96Boards initiative from Linaro, the non-profit engineering organization developing open source software for the ARM architecture.

With 64-bit support and a maximum clock speed of 1.2 GHz, the APQ8016 SoC that is used on the board most likely uses a more recent version of the Cortex-A53 core than the original Snapdragon 410 processor for smartphones, while being manufactured using the same 28LP process at TSMC.

New SoC probably targets tablets as volume driver

There are indications that the new chip will be used in Wi-Fi-only tablets, such as recently announced Samsung Galaxy Tab A series. There have also been indications that Qualcomm is stepping up its efforts to target Chinese tablet manufacturers.

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

Whereas in the past major smartphone SoC companies kept their closed-source drivers separate from the open-source Linux community, more recently companies such as Qualcomm and MediaTek have started releasing open source contributions for the Linux kernel to support selected SoC products. Both companies have also recently joined Linaro, the engineering organization developing open source software for the ARM architecture.

For both companies, the SoCs supported in the mainline Linux kernel are applications processors without an integrated modem. Qualcomm is supporting the APQ8016 mentioned above while MediaTek has contributed code for the MT8173 tablet processor.

Sources: Qualcomm (Dragonboard announcement), Qualcomm (Windows 10 IoT platform announcement), CNXSoft (DragonBoard 410c article)

Mobile semiconductors blog
China tablet processor market declines in Q1Vegator
According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for th
6. Březen 2015 v 10:08

China tablet processor market declines in Q1

Mobile semiconductors blog

Od: Vegator

6. Březen 2015 v 10:08

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015

Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share

It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers

In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015

By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article), DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Normální zobrazení

Spreadtrum's product line

MediaTek's 3G market share impacted by Spreadtrum

Projections for Q2 2015

SoC is targeted at performance-oriented devices

Previous generation Mali-T628 MP4 GPU used

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Development board released

New SoC probably targets tablets as volume driver

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

MediaTek leads Chinese tablet market in Q1 2015

Intel's global market share has increased and is significant, especially revenue share

Global brand names gain share, use different chip suppliers

Popular tablet SoCs as of Q1 2015

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

Qualcomm lowers forecast for 2015 due to weakness at major customer

Qualcomm's total market share currently still strong

MediaTek losing market share despite successful new products

Captive mobile SoC use becoming more important

Qualcomm sees declining shipments, but comes off a strong base

MediaTek struggling to reverse trend of market share decline, but product mix improves

HiSilicon gains as Huawei increasingly adopts in-house chips

Chinese firms Baidu and Huawei have been reportedly stockpiling Samsung HBM chips for AI accelerators

Spreadtrum's product line

MediaTek's 3G market share impacted by Spreadtrum

Projections for Q2 2015

SoC is targeted at performance-oriented devices

Previous generation Mali-T628 MP4 GPU used

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Development board released

New SoC probably targets tablets as volume driver

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

MediaTek leads Chinese tablet market in Q1 2015

Intel's global market share has increased and is significant, especially revenue share

Global brand names gain share, use different chip suppliers

Popular tablet SoCs as of Q1 2015

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

Qualcomm lowers forecast for 2015 due to weakness at major customer

Qualcomm's total market share currently still strong

MediaTek losing market share despite successful new products

Captive mobile SoC use becoming more important

Qualcomm sees declining shipments, but comes off a strong base

MediaTek struggling to reverse trend of market share decline, but product mix improves

HiSilicon gains as Huawei increasingly adopts in-house chips

Spreadtrum's product line

MediaTek's 3G market share impacted by Spreadtrum

Projections for Q2 2015

SoC is targeted at performance-oriented devices

Previous generation Mali-T628 MP4 GPU used

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Development board released

New SoC probably targets tablets as volume driver

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

MediaTek leads Chinese tablet market in Q1 2015

Intel's global market share has increased and is significant, especially revenue share

Global brand names gain share, use different chip suppliers

Popular tablet SoCs as of Q1 2015

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

Qualcomm lowers forecast for 2015 due to weakness at major customer

Qualcomm's total market share currently still strong

MediaTek losing market share despite successful new products

Captive mobile SoC use becoming more important

Qualcomm sees declining shipments, but comes off a strong base

MediaTek struggling to reverse trend of market share decline, but product mix improves

HiSilicon gains as Huawei increasingly adopts in-house chips

Spreadtrum's product line

MediaTek's 3G market share impacted by Spreadtrum

Projections for Q2 2015

SoC is targeted at performance-oriented devices

Previous generation Mali-T628 MP4 GPU used

HiSilicon's new SoC line-up uses only Cortex-A53 CPU cores

Development board released

New SoC probably targets tablets as volume driver

Qualcomm and MediaTek support mainline Linux kernel with open-source drivers for selected SoCs

MediaTek leads Chinese tablet market in Q1 2015

Intel's global market share has increased and is significant, especially revenue share

Global brand names gain share, use different chip suppliers

Popular tablet SoCs as of Q1 2015

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market

Qualcomm lowers forecast for 2015 due to weakness at major customer