Friday, December 13, 2013

Broadcom first time won a Samsung LTE phone design

WorldWide Tech & SCience. Francisco De Jesùs.

Qualcomm, Broadcom and Intel are the most known players in this LTE chipsets race, with Qualcomm leading this market since 2011.

What Broadcom won?

Broadcom announced at its analyst day that it had won a Samsung LTE design with its latest integrated apps processor and LTE baseband.

Broadcom is selling Samsung the entire platform -- modem, RF, connectivity, apps processor -- and given that the low end of the market is where all of the really attractive growth is, this design could open the doors to many more design wins and, therefore, very nice top- and bottom-line growth for Broadcom.

What is the scope?
Broadcom will be up against many players going forward. While Broadcom seems to be the No. 2 player in integrated LTE SoCs, the No. 2 player in discrete LTE modems appears to be Intel. To illustrate, Broadcom is sampling its LTE-Advanced, category 6 modem during the first half of 2014 -- likely in the second quarter.
That implies that volume shipments won't happen until late 2014/early 2015. Intel, on the other hand, claims that its own modem with similar specifications is on track for launch in handsets during the first half of 2014. Fortunately for Broadcom, Intel's integrated LTE SoC won't hit the market until early 2015,  giving Broadcom a nice head start.

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