博通總裁細述下嫁安華高內幕
摩爾定律失效 半導體業大者恆大態勢明確

安華高以 370 億美元天價收購博通後,博通總裁暨執行長麥葛瑞格日前在北京回應外界高度矚目的諸多議題,並預期半導體產業的大廠併購案仍會接踵而至。

Broadcom - Scott McGregor

史上半導體業最大併購案,蘋果晶片供應商安華高(Avago)以 370 億美元天價收購博通(Broadcom)之後,將躋身全球第三大半導體廠,合併案宣布後不到 1 個月,博通總裁暨執行長麥葛瑞格(Scott McGregor)首度公開現身表示,半導體界謹奉的摩爾定律失效,是博通決定被安華高購併的最大主因。

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10nm Chips Promise Lower Costs

The challenges in the supply chain logistics for semiconductors continue to increase, but the 10nm node will give one more opportunity to gain large benefits from technology scaling.

In March 2012, International Business Strategies (IBS) projected that gate costs at 20nm and 16/14nm would be higher than previous generations of technology. The analysis of the gate cost for 10nm now exhibits a different pattern, shown in the figure below.

Handel Jones - Cost per Gates for 10nm
After two nodes of increases, gates prices are expected to decline at 10nm.

While IBS did not project that scaling would stop, it predicted that cost penalties will occur with the adoption of 20nm bulk CMOS HKMG and 16/14nm FinFETs. These predictions on gate cost have been shown to be correct, and while 20nm products are in high volume for Apple, wafer capacity at 20nm is much lower than at 28nm.

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Nvidia ices Icera modem division, says it’s leaving mobile chips biz

It’s all about gaming, cars, and cloud from now on

disney frozen
Mobile modem biz not making money? Let it go

Nvidia has said it will wind down its Icera wireless modem business as it looks to exit the mobile computing market, where it has struggled to compete against the likes of Qualcomm and Samsung.

The move comes ahead of the chipmaker’s earnings report for the first quarter of its fiscal 2015, which is due to arrive on Thursday. The early announcement suggests Nvidia may be expecting another miss for its Tegra system-on-chip division this quarter.

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美國《商業周刊》:任正非是新時代的成吉思汗!

2015-03-20 17:59 經理人雜誌

《經濟學人》稱它是:“歐美跨國公司的災難”;《時代》雜誌稱它是:“所有電信產業巨頭最危險的競爭對手,”;愛立信全球總裁衛翰思(Hans Vestberg)說:“它是我們最尊敬的敵人,”;思科執行長錢伯斯(John Chembers)在回答華爾街日報提問的時候說:“25 年前我就知道我們最強的對手一定來自中國。”

Huawei

這些話,都是形容一家神秘的中國企業 —— 華為的。

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[第 783 話] ルフィは新たなる技をドフラミンゴに放つ!

ギア・・・ 4(フォース)!!!

ab48b890

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NTT DoCoMo 「3秒クッキング 爆速餃子」篇

DoCoMo 又上菜啦,這次煮餃子。

NTT DoCoMo 三秒爆速餃子

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孩子們,回家吧 – 回家的路

中國人的新年,大孩子們、小孩子們回家團圓的節日。

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JP Morgan:聯發科未獲紅米 2 訂單全因 LTE 晶片成本太高

MediaTek

2015 年 1 月小米科技旗下的中低階智慧型手機產品線紅米手機推出第二代產品,第一代紅米手機搭載聯發科的處理器,第二代紅米手機則選擇了高通的晶片,JP Morgan 分析師 Alvin Kwock 認為,聯發科沒拿到紅米 2 的訂單主要是因為前兩代的 LTE 解決方案成本太高。

聯發科在 2014 年下半年推出了多款 LTE SoC,完成了 LTE 通訊晶片市場高中低階的佈局,由於 LTE 晶片的研發和發表時間晚於高通的同類產品,聯發科也失去了多個中國市場的重要訂單。原以聯發科晶片為主的紅米手機產品線,在升級至 4G 版後選擇了高通的晶片,第二代紅米手機發表後小米科技旗下所有產品均配置高通晶片,對於失去小米手機這個客戶,聯發科損失不小。

JP Morgan 分析師 Alvin Kwock 認為,已經推出了 64 位 LTE 晶片的聯發科,失去小米訂單的最大原因是成本問題,以往聯發科晶片在成本和能耗上優勢明顯,而 LTE 晶片則優勢全無,同類型的 LTE 晶片聯發科的第一代第二代產品成本甚至高於高通,待第三代 LTE 晶片推出時成本才有可能降下來。

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NTT DoCoMo 「3秒クッキング 爆速エビフライ」篇

在好期待的餃子篇之前,阿牧先來正經說…

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搶 5G 早班車 政府射 3 箭

台灣 5G 策略新布局
台灣 5G 策略新布局

衝 5G、台灣要射 3 支箭!經濟部表示,5G 政策定調在結盟國際組織一起打群架,最快年底成立 SDO 5G 標準組織,做為參與國際 5G 技術標準制定的單位;同時,經濟部、工研院及資策會將聯手祭出 5G 三大策略,讓台灣趕搭全球 5G 早班車。

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