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Alex Street

Semiconductor IP: lntel vs. ARM and Tessera's Expiring Patent | Sramana Mitra - 0 views

www.sramanamitra.com/...m-and-tesseras-expiring-patent

ARM intel

shared by Alex Street on 07 Dec 10 - No Cached
  • ARM has design wins with Dell’s Latitude laptops and Lenovo’s Skylight smartbook. Even Apple’s iPad and its A4 chip are believed to be ARM-based.
  • ut 90% of the smartphones manufac
  • Semiconductor IP:
  • ...1 more annotation...
  • ntel vs. ARM
  • Alex Street on 07 Dec 10
     
    lntel vs. ARM
Nick Verkroost

ARM Holdings - business model and licensing - 0 views

ir.arm.com/phoenix.zhtml

DCT ARM royalties licensing licence roadmap timeline business model

shared by Nick Verkroost on 13 Jun 12 - No Cached
  • ARM aims to recover its costs from the future licence revenues of each new technology
  • This would leave the majority of royalties as profits
  • we expect royalties to grow much faster than licence revenues and costs
  • ...3 more annotations...
  • The licence fee is typically several million dollars
  • ARM receives a royalty, typically based on a percentage of the chip price, for every chip sold by the semiconductor company containing ARM technology
  • average of 3-4 years from the time the semiconductor company signs the licence until they start to pay royalties
David Astle

ARM bets big on the future of gaming | thinq_ - 0 views

www.thinq.co.uk/...arm-bets-big-future-gaming

Arm Chips mobilegaming gaming

shared by David Astle on 09 Aug 11 - No Cached
  • David Astle on 09 Aug 11
     
    ARM bets big on the future of gaming
Alex Street

ARM Holdings - Investor Relations -ARM Holdings plc - Investors - 0 views

ir.arm.com/phoenix.zhtml

ARM

shared by Alex Street on 30 Nov 10 - Cached
  • semiconductor intellectual property
  • mobile phones, consumer electronics and embedded digital devices
  • NASDAQ London conference with Morgan Stanley – with investor relations
  • ...2 more annotations...
  • Investment Case
    • Alex Street
      Alex Street on 30 Nov 10
       
      VALUE CHAIN! 
  • New Products
  • Alex Street on 30 Nov 10
     
    semiconductor intellectual property
Alex Street

Intel vs. ARM: In the Smartphone Era (Part 2) | Sramana Mitra - 0 views

www.sramanamitra.com/...m-In-the-smartphone-era-part-2

ARM intel smartphone

shared by Alex Street on 07 Dec 10 - No Cached
  • Attention was paid to raw computing power and not to the amount of electric power these processors consume
  • Processors powered by ARM cores excel at it.
Nick Verkroost

ARM raises royalty rate with Cortex - 0 views

www.eetimes.com/...aises-royalty-rate-with-Cortex

DCT ARM royalties licensing licence

shared by Nick Verkroost on 13 Jun 12 - No Cached
  • Score said the royalty rate had moved up to 1.1 percent to 1.2 percent on cores from the Cortex range
Alex Street

Search Results: BASEBAND - 0 views

search.arm.com/search

basebandprocessor ARM baseband

shared by Alex Street on 30 Nov 10 - No Cached
  • [PDF] Mobile: Increasing value per handset ... basic phone. Chip function Applications processor Baseband processor Wi-Fi/BlueTooth Smart Feature Basic Basic phones ...
Alex Street

ARM community focuses on low power chip processes - Rethink Wireless - 0 views

www.rethink-wireless.com/...s-low-power-chip-processes.htm

mobilehandsets valuechain DCT handsets mobile qualcomm

shared by Alex Street on 24 Nov 10 - No Cached
  • GlobalFoundries
  • ARM-based major,
  • manufacturing partners, TSMC of Taiwan and GlobalFoundries
Alex Street

FTSE 100 « ARM News - 0 views

armnews.wordpress.com/...ftse-100

ARM

shared by Alex Street on 30 Nov 10 - No Cached
  • as a strong portfolio of products designed for very specific niche areas of the market
Alex Street

Intel-Infineon deal: What analysts are saying - 0 views

www.eetimes.com/...lysts-are-saying-semiconductor

ARM basebandprocessor infineon intel

shared by Alex Street on 30 Nov 10 - No Cached
  • 'Intel feels compelled to build out its mobile product suite, including ARM baseband processors for handsets, smartphones, tablets, and other mobile devices
Alex Street

Intel buying Infineon's smartphone chip unit for $1.4 billion - 0 views

iphone.tmcnet.com/...4981992.htm

ARM communicationchip semiconductors

shared by Alex Street on 30 Nov 10 - No Cached
  • Smartphones rely on two main chips -- an application processor, which oversees the phone's basic functions, and a baseband processor, which lets the phone communicate with other gadgets.
  • several other ARM chipmakers already have done, he said, Intel would likely merge both processors
  • Infineon unit makes chips for smartphones
  • ...2 more annotations...
  • Intel recently has developed a microprocessor dubbed Atom
  • Infineon makes a baseband processor
Alex Street

A new smart TV or a set-top box? « KoreaDotCom - 0 views

en.korea.com/...-new-smart-tv-or-a-set-top-box

korea smarttv connectedtv android

shared by Alex Street on 08 May 12 - No Cached
  • Daum Cloud, which provides 50 gigabytes of storage for free and makes it possible for users to view photos and videos from the storage on TV – a similar mechanism
  • Kim Jee-hyun, director of Daum’s strategy division, painted a picture of bright horizons.
  • Samsung’s Bada smartphone OS,
  • ...9 more annotations...
  • Android and iOS be the only options
  • Daum TV+, a smart set-top box
  • Daum set-top box, it costs less than 600,000 won for you to have a smart TV set
  • KT, SK Telecom and LG U+ – which operate IPTV are already bracing to cash in on the latest smart TV boom with their own set-top boxes.
  • cable service operators, C&M
  • mart set-top box” running on Android
  • LG CNS, an IT convergence arm of LG
  • KT is set to unveil its self-developed Android-powered set-top box in July at the earlies
  • 37 percent of all TVs sold in Korea this year will be smart TVs, and the figure is expected to climb.
Alex Street

Linley Chips In: Will Infineon Break Intel's Slump? - 0 views

blog.linleygroup.com/...fineon-break-intels-slump.html

intel infineon ARM applicationprocessor basebandprocessor

shared by Alex Street on 01 Dec 10 - No Cached
  • attempt to break into the smartphone market
  • Intel's 15 largest acquisitions
  • n every one, Intel later shut down or sold off the acquired products
  • ...3 more annotations...
  • Infineon ranked fourth in cellular-baseband shipments last year with 10.7% unit share
  • ey to this deal is not the products but retaining the Infineon engineering team.
  • Intel will be able to develop products that combine the application CPU and cellular baseband on a single chip
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