SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: idler who wrote (6933)2/26/2000 7:32:00 AM
From: Blabaltech  Respond to of 13582
 
An interesting site on patent strengths and numbers from MITs Magazine on Innovation and Technology:

techreview.com



To: idler who wrote (6933)2/26/2000 9:34:00 AM
From: Ruffian  Respond to of 13582
 
Chip makers seek 3G solutions -- But integration
and cost questions stand as major hurdles

CMP Media Inc. - Friday, February 25, 2000

Feb. 25, 2000 (Electronic Buyers News - CMP via COMTEX) -- Silicon Valley- Wireless-chip manufacturers
are working with third-generation technology to bring a version of Dick Tracy's two-way wrist radio from the
comics page to the mainstream.

However, both chip suppliers and OEMs face major integration and cost hurdles before 3G technology can
deliver. The technology is expected to unify the three major cellular standards-CDMA, GSM, and TDMA-and
promises to boost wireless data rates to 2 Mbits/s.

As chip manufacturers gather this week in New Orleans for the CTIA Wireless 2000 show, where they will
showcase some of their newest wares, there's still considerable talk about the bombshell Samsung Electronics
Co. Ltd. dropped earlier this year with its announcement of the world's first wrist-watch cell phone.

Named the Watch Phone, the 59-gram product reportedly incorporates a CDMA-based chipset from Qualcomm
Inc. and an RF device from Conexant Systems Inc.

The tiny wireless handset is already available in Korea, and is expected to hit the U.S. market later this year,
according to Pete Skarzynski, vice president of sales and marketing at the Wireless Terminal Division of
Samsung Telecommunications of America Inc. in Richardson, Texas.

But as Skarzynski notes, "It's with products like the Watch Phone that you need to look at other ways of doing
design, and that's when the question of integration becomes a major issue."

Indeed, OEMs and chip suppliers must take some radical steps to develop these next-generation wireless
handsets, while fighting cost problems as well.

A handset contains nearly 400 components, including ICs and passives. The major components are a chipset,
power amplifier, and IF and RF devices.

For years, OEMs and wireless-chip manufacturers have been talking about consolidating these elements into
one, perhaps two, chips: a power amp and a combination chipset/IF/ RF device.

In theory, the combination chipset/IF/RF device could be produced in the form of a software-defined radio, that
is, a high-speed, DSP-oriented product that could support 3G technology.

The U.S. military has used software-defined radios, but the technology remains problematic for price-sensitive
handsets, according to Andy Fuertes, an analyst at Allied Business Intelligence Inc. (ABI), Oyster Bay, N.Y.

The total semiconductor content in current voice-oriented handsets ranges from $30 to $50 per unit, Fuertes
said. But to process high-speed data, "next-generation wireless phones will require a new class of DSPs, RF
devices, and other components," he said. "So, the total IC content in next-generation cell phones will be twice
as expensive as today's products."

And even the attempt to integrate to the point of the long-awaited "phone-on-a chip" is weighted down with cost
considerations.

"Technically, we're capable of developing [a cell phone] on a single chip, but it's very cost-inefficient,'' said
Robert Carl, manager of Americas marketing at Texas Instrument Inc.'s Wireless Communications Business
Unit in Dallas.

"When we move to 3G, separate components will be needed to handle many of the processing functions,"
because completely integrating everything decreases flexibility and raises costly replacement issues, he said.
It's necessary to have separate functional blocks that are easier to replace on a board, and therefore are less
costly, Carl said.

Reflecting this need, TI last week launched two low-power, high-performance DSP families as key components
in the company's 3G-based platform for handset OEMs (see page 34).

Dubbed the Open Multimedia Applications Platform, TI's package consists of a DSP, a direct-memory-access
interface IC, and a 32-bit RISC chip from ARM Ltd.

Companies like Intel Corp. and Qualcomm have announced competitive chipsets. These sets, also known as
digital baseband controllers, handle the critical voice-processing function in a handset.

When it comes to the GSM cellular standard, in some cases "the chipset has been integrated into a
single-chip device," ABI's Fuertes said. "But the real problem is RF. What hurts OEMs is the lack of integration
for RF. It's a real black art."

This is particularly true for CDMA-based products, where only the first steps have been taken toward RF
integration, according to Gary Lizama, field sales manager at Infineon Technologies Inc., San Jose.

A number of companies at this week's CTIA will be demonstrating CDMA-based RF devices with reduced chip
counts.

Conexant, Newport Beach, Calif., will show what company executives say is the world's first RF chipset to
support one of the two major CDMA standards, cdma2000.

Conexant claims the chipset is the smallest CDMA-based RF device on the market. The product is a four-chip
solution, compared with the more typical five to 10 chips.

RF Micro Devices Inc. will roll out at the CTIA a five-chip RF device based on the other major CDMA standard,
Wideband-CDMA.

As for getting a CDMA-based RF device on one chip, at some point this can be achieved by employing newer
technologies such as silicon germanium, according to Brian Daly, product marking manager at Conexant.


ebnonline.com



To: idler who wrote (6933)2/26/2000 1:52:00 PM
From: brian h  Read Replies (3) | Respond to of 13582
 
idler,

Please read the bold print of the following article. No one knows how good their CDMA systems are? Datang has also developed SCDMA system for a while. IDC's similarity just comes to mind.

CDMA Technology Forges Ahead In China

(2/24/2000) The February 17 Renmin Youdian (People's Post & Telecommunications) presented an overview of Code Division Multiple Access (CDMA) technology and its application in China.

China?s mobile communications sector has developed rapidly in recent years. With over 43 million users, China now ranks third in the world regarding the scale of mobile communications networks. After a decade of development, China has the world's largest GSM network and plays a decisive role in the world's communications market, said the newspaper.

To tap the great potential of mobile communications, China has also prioritized the development of CDMA networks. In the mid-1990s, China constructed experimental CDMA networks in Beijing, Shanghai, Guangzhou and Xi'an and put them into operation.

Authorized by the Ministry of Information Industry, China Unicom has devised a grand plan for the building of CDMA networks. Unicom says that it will provide a quality network as well as more options in mobile communications to its users through advanced CDMA technology, said the newspaper.

Last June, Unicom joined the CDMA Development Group (CDG), a global organization consisting of over 100 telecom manufacturers and operators. At the Fourth CDMA Annual Symposium last year, Executive Deputy General Manager Wang Jianzhou announced Unicom's CDMA development plan.

At this symposium, Unicom also proposed that the CDG should implement the plan to separate CDMA cellular phones and user id cards ahead of the original completion date of 2003. Unicom argued that the lack of separation in the present CDMA system made it inconvenient for users to change cellular phones. This problem also retarded the development of advanced card service.

The CDG quickly responded by holding an emergency teleconference among world famous CDMA operators, which passed Unicom?s proposal and agreed to implement the separation plan at the end of 1999.

China's telecom industry has long been interested in CDMA technology. Chinese telecom manufacturers have devoted considerable human resources and materials to the R&D of CDMA technology. The government has also allocated funds for such research and a number of important breakthroughs have been made, the paper reported.

The CDMA mobile exchange system developed by Datang Telecom obtained a network access certificate from the Ministry of Information in 1999. The CDMA base station developed by Putian has also made significant breakthroughs recently and begun preparations for industrialization. Other enterprises like Zhongxing have also made progress in CDMA R&D. Thus, said the paper, China has laid a solid foundation for CDMA development.

According to the newspaper, throughout all this, China has protected intellectual property rights in CDMA development. Therefore, the paper said, Chinese manufacturers of communications equipment welcome the CDMA Intellectual Property Rights Accord reached between Unicom and Qualcomm, deeming that it will benefit CDMA development in China.

President Xiong Bingqun of the Datang Telecom Science and Technology Co., Ltd. said that the signing of the agreement will promote the development of China's CDMA industry. Meanwhile, because the agreement embraces the wireless communications equipment of CDMAOne based on the IS-95 standard and the third generation CDMA2000 (including 1X and 3X), it will benefit China's development of the third-generation mobile communications system.


Brian H.



To: idler who wrote (6933)2/27/2000 6:02:00 PM
From: quidditch  Read Replies (1) | Respond to of 13582
 
WHAT Chinese CDMA technology? At calendar Q-1 1999, during submissions to ITU to be considered for inclusion as an eligible 3G standard, China indeed submitted its version of xCDMA. Otherwise, I agree with you that this fellow sounded off without much of a knowledge base and covered the waterfront: delay might be attributable to i) WTO leverage; ii) give MII and other ministries (read Red Army and Interior) time to come to grip with implications of telco deals; and iii) allow China to play off foreign entrants to gain better deal.

The problem with "iii)" of course, as noted on this thread, is that Q's deal with Unicom gives China the potential to develop a home-grown CDMA-enabled industry, which has not been the case thus far with GSM.

As for slacker's subsequent post re. Mark Roberts' comment that the Chinese could be foreclosing the window of opportunity for a reduced royalty rate allegedly offered by Q and included in the Unicom license (would have to be in the manufacturers' licenses too) if Unicom can not deploy 10m subs by year-end, a number of comments:

1) At least one published report on Thursday last week (maybe Bloomberg) positively indicated that Q has "refused to accede to a reduced royalty rate to the Chinese...." I cite this (sorry for the lack of source) not to posit it as true or more accurate than Roberts' statement, but only to show the fog that exists in the public reporting of the deal;

2) Didn't IJ, or someone from Q, during the analyst conference on the 17th, acknowledge that 10m subs by year-end was a highly unlikely result?; and

3) While I would like to believe that Q did in fact negotiate some drop-dead date for deployment of xxxx number of handsets for a reduced royalty rate to be effective (if indeed that is the case), this would show enormous leverage against Chinese interests and political powers--it could be, but it would sort of turn upside down China's typical deal-making and the delay might just betray that.

More on China later.

Steve