Intel’s momentum in mobile hits a roadblock
Consumers are not the only ones losing out if reports that Google and Microsoft are killing the Transformer Book Duet are true. Intel championed the Asustek device, which was set to define a new device category of hybrid tablet/laptops that could run both Android and Windows.
The hybrid device is powered by an Intel Core 17 quad-core processor and Asustek claims it can reach speeds twice as fast as those achieved by similar devices powered by ARM-based processors. Now it looks like users may not get a chance to test those claims, and Intel may need to find other platforms to showcase its mobile processors.
China Mobile changes chip requirements
Chipmakers who want to supply OEMs that address China’s huge smartphone market are about to face new requirements, according to Digitimes. The Taiwanese publication is reporting that China Mobile, the world’s largest mobile operator, will require 5-mode support for TD-LTE smartphones. TD-LTE is the LTE standard used by China Mobile.
Beginning May 31, China Mobile will reportedly require TD-LTE, FDD LTE, TD-SCDMA, WCDMA and GSM certification for all its LTE smartphones. Previously the carrier only enforced this requirement for high-end models.
The change could be good news for Qualcomm. Digitimes quotes sources who say 5-mode support will increase production costs much more for Chinese chipmakers than for Qualcomm. Qualcomm (QCOM) led a U.S. chip stock rally on Monday.
Baseband processor market
New research from Forward Concepts shows that the baseband processor market grew to $18 billion last year. Com-processors represented 49% of the market, thin modems 34% and ultra-low-cost (ULC) 17%. Qualcomm dominates standalone baseband sales with a 58% market share, followed by Intel with 15% and MediaTek with 9%.
“MediaTek, the 2nd largest supplier of 3G com-processors will surpass Qualcomm in the China market in 2014,” said the firm. “Qualcomm has no answer for the low-cost 3G Octa MT6592 until 3Q14 when they begin shipping their 64-bit CPU lineup.”
Full disclosure: Author owns Qualcomm shares.
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