Some people probably were looking for a little more upside on the quarter, and the fact that they're guiding for a potential downturn in the chipset business I think has some people a little bit concerned.
Quotes about chipset (12 Quotes)
Working together with a variety of Intel-verified consumer electronics devices, online services and software including movies, music, photos and games, VIIV technology will help users in a new era of entertainment choices, which will be easy to use with the provided remote control and will be powered by a suite of Intel technologies, including a dual-core processor, chipset, platform software and wired networking capabilities
Crusoe is not the chipset that's going to drive meaningful growth.
Isolated DCDC bus converters power today's ASICs, NPUs and FPGAs in advanced networking and communications systems. The IRF6668 and IRF6662 can be used with IR's low voltage DirectFET MOSFETs and DC bus converter control ICs to create a complete and optimized chipset solution for medium-power isolated bus converters.
For my point of view, the brightest spot they're showing is in the chipset market. This has, historically, been a place where they have to demonstrate strength in order to protect their low-end markets. And they're finally breaking into the market in a large way.
Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony, ... What is a little more at risk is what it means for Qualcomm in terms of their chipset business.
Taping-out the second chip of our UWB chipset marks the completion of the first phase of UWB development. Based upon current performance metrics, we continue to demonstrate the best UWB performance in the industry and maintain a unique leadership position in the race to deliver wireless HD video distribution and very high-speed data transfers in the home and in the office.
The new chipset should help them maintain a leadership position in mobile processor technology.
Not all phones have high resolution images or video capability so Magnolia's chipset isn't going to be used on the lower-end phones that don't have the ability to generate a lot of data.
Chipset sales declined 26 percent to 269 million, and operating margins dropped to 24 percent from 39 percent. Qualcomm shipped only 11 million chipsets in the quarter, down from 15 million in the preceding quarter and 13.5 million a year ago. This disappointing performance partially reflected continued weak demand in Korea.
With today's introduction of the Gateway E-1500 and E-2600, professional IT managers don't have to compromise when it comes to outfitting employees with powerful new PCs. The combination of Intel processors with ATI's chipset enables us to offer systems with feature sets unheard of at these price points, while still meeting professional customers' demands for manageability and stability.
The announcement from Northrop Grumman Corporation is the latest in a growing series of successes for 1394 in some very exciting and valuable applications. Their testing program for the polar orbiting satellite system demonstrates the benefits of 1394. These include very high speed data transport, peer-to-peer connectivity which eliminates the need for a central controlling host, flexible topology which makes it easy to add devices on an as needed basis, and efficient allocation of bandwidth which benefits configurations which include a variety of devices with varying throughput needs. These are the attributes of 1394 that continue to move it into new product groups, and we are very pleased to hear of their application in the fault-tolerant chipset for the satellite program.