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

  • 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:
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  • ntel vs. ARM
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    lntel vs. ARM
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ARM Holdings - business model and licensing - 0 views

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

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    ARM bets big on the future of gaming
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ARM Holdings - Investor Relations -ARM Holdings plc - Investors - 0 views

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
       
      VALUE CHAIN! 
  • New Products
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    semiconductor intellectual property
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Intel vs. ARM: In the Smartphone Era (Part 2) | Sramana Mitra - 0 views

  • 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.
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ARM raises royalty rate with Cortex - 0 views

  • Score said the royalty rate had moved up to 1.1 percent to 1.2 percent on cores from the Cortex range
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Search Results: BASEBAND - 0 views

  • [PDF] Mobile: Increasing value per handset ... basic phone. Chip function Applications processor Baseband processor Wi-Fi/BlueTooth Smart Feature Basic Basic phones ...
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ARM community focuses on low power chip processes - Rethink Wireless - 0 views

  • GlobalFoundries
  • ARM-based major,
  • manufacturing partners, TSMC of Taiwan and GlobalFoundries
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FTSE 100 « ARM News - 0 views

  • as a strong portfolio of products designed for very specific niche areas of the market
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Intel-Infineon deal: What analysts are saying - 0 views

  • 'Intel feels compelled to build out its mobile product suite, including ARM baseband processors for handsets, smartphones, tablets, and other mobile devices
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Intel buying Infineon's smartphone chip unit for $1.4 billion - 0 views

  • 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
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  • Intel recently has developed a microprocessor dubbed Atom
  • Infineon makes a baseband processor
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A new smart TV or a set-top box? « KoreaDotCom - 0 views

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

  • 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
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  • 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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