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Alex Street

Strong Semiconductor Growth Seen for 2013 - The Semiconductor market research... - 0 views

www.isuppli.com/...ctor-Growth-Seen-for-2013.aspx

semiconductors marketreport DCT

shared by Alex Street on 31 May 12 - No Cached
  • Strong Semiconductor Growth Seen for 2013 
  • bottom-up component forecas
  • Wired Communications Wireless Communications
  • ...2 more annotations...
  • Markets Data Processing
  • Consumer Electronics Automotive Electronics Industrial Electronic
Alex Street

World Handset RF Semiconductor Market - Market Research Reports - Research and Markets - 0 views

www.researchandmarkets.com/...andset_rf_semiconductor_market

semiconductors marketreport DCT

shared by Alex Street on 31 May 12 - No Cached
  • World Handset RF Semiconductor Market
  • long-term evolution (LTE) phones has increased radio frequency (RF) component requirements in handset
  • boosted the demand for RF components
  • ...1 more annotation...
  • most chip manufacturers seek to achieve a single chip solution
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

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
Alex Street

NXP and Virage Logic Strategic Alliance Accelerates NXP's Move to High Performance Mixe... - 0 views

www.nxp.com/...file_1623.html

DCT semiconductors partnership virage nxp

shared by Alex Street on 30 Sep 11 - No Cached
  • strategic alliance underscores the semiconductor industry’s continuing trend for companies to focus on their core competencies while outsourcing non-differentiating elements of their business.
  • agreement calls for the transfer of a part of NXP’s advanced CMOS intellectual property rights and certain engineering talent and equipment to Virage Lo
Alex Street

iPhone 4S Carries BOM of $188, IHS iSuppli Teardown Analysis Reveals - IHS iS... - 0 views

www.isuppli.com/...Teardown-Analysis-Reveals.aspx

iphone teardown stripdown

shared by Alex Street on 30 May 12 - No Cached
  • Qualcomm obviously is a big winner in the 4S, with company now taking sole ownership of the baseband processor position with its MDM6610 device
  • Phone 4 baseband design win with Intel.
  • MDM6610 baseband processor
  • ...9 more annotations...
  • Apple’s already highly-integrated design
  • Avago part unique is its capability to support both 2G and 3G cellular technologies
  • Avago’s ACPM-7181 is a unique and valuable part in the iPhone 4S wir
  • hree separate components in the HSPA iPhone 4 model: the two Skyworks Solutions Inc. PAMs and one TriQuint Semiconductor Inc. PAM.
  • special converged approach that gives Apple a real technology lead o
  • educing the complexity of the radio frequency/power amplifier (RF/PA) s
  • Avago presently is ranked as a second-tier supplier well behind leading power amplifier suppliers such as Skyworks, RFMD and TriQuint
  • device’s status as a world phone has resulted in fascinating design and component change
  • Avago that helps give the iPhone 4S its unique capability to be used in multiple wireless systems globall
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
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