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To: carranza2 who wrote (5522)6/13/2000 7:45:00 PM
From: Gus  Read Replies (2) | Respond to of 34857
 
Speaking of the devil, LOL. Apparently, the reality of the numerous GPRS/EDGE/WCDMA trials going on in different parts of the world is also lost on you. Okay, let's use common sense.

How can you sell a current or next generation network nowadays without any assurance of handset supply? How can you provide any assurance of current or next generation handset supply if you don't provide any visibility up and down the global supply lines?

Here's a great example of a WCDMA-only chip. See if you can find the Intel connection in all these. LOL.


BOSTON, June 12 /PRNewswire/ -- Analog Devices, Inc. (NYSE: ADI) today disclosed technical details of its first chip targeting 3G cellular terminal applications. Announced earlier this year and developed jointly with Mitsubishi Electric Corporation, a leader in the cellular terminal market, the chip was described in a paper presented by Analog Devices RF Design Engineer Marc Goldfarb at the IEEE RFIC Symposium in Boston.

The new chip meets the performance requirements for the Wideband CDMA (W- CDMA) system. W-CDMA (Wideband Code Division Multiple Access) is one of the standards approved for use in Third-Generation (3G) cellular systems, and provides data rates up to 2 Mbps (megabits per second) to a wireless terminal. This enables high-data rate services such as web browsing to be done on a wireless phone.

The device developed with Mitsubishi implements a direct-conversion receiver architecture. Direct-conversion is preferred over superheterodyne radios because IF (intermediate frequency) filters and other components are eliminated. This greatly reduces the size, power consumption, and cost of the radio section of a wireless terminal. Analog Devices was the first to develop a direct conversion radio integrated circuit (IC) with the introduction of the Othello(TM) direct-conversion radio IC for use in GSM (Global System for Mobile Communications) and GPRS (General Packet Radio Switch) applications.

"We are pleased with the results of this development program with Analog Devices", said Dr. Kenji Itoh, Section Manager, Next-Generation Radio Terminal Development Department of Mitsubishi Electric Corporation. "This IC allows us to make a very small W-CDMA terminal. We decided that we wanted to use the direct-conversion architecture, and we chose Analog Devices to develop this IC because of its expertise in direct conversion and excellent analog circuit design skills."

"Direct conversion radios have been the goal of radio designers for many years," said Christian Kermarrec, vice president, RF & wireless systems, Analog Devices and conference chair of this year's RFIC Symposium. "Today's advanced systems make direct-conversion difficult, but our system engineers and circuit designers have solved the tough problems, using our long history of high-performance analog design."

"This ASIC is part of our investment in 3G core technologies, and is the first output of several ongoing developments at both the component and system level," said Bob Scannell, business development manager for 3G products, Analog Devices. "We have teams at several of our wireless development sites working to leverage our experience in existing 2G (GSM and CDMA) systems into a leadership position in 3G."

The new BiCMOS IC described in the RFIC Conference integrates I (in-phase) and Q (quadrature) analog signal chains, including low-noise amplifiers, digitally-programmable gain stages with a total of 95 dB of variable gain in 1 dB steps, precision low-pass filters, and low-pass filter tuning control. In addition, the chip includes a log-amp-based Received-Signal-Strength Indicator (RSSI) detector with 70 dB of dynamic range and +/- 1.3 dB accuracy. Input signal range is from -102 to -26 dBVrms and supply current is 12 mA total for I and Q channels from a nominal 3 volt supply.

About Analog Devices in RF

ADI's growing family of innovative and high-performance RF products includes standard RF ICs and chipsets for CDMA and W-CDMA, as well as complete GSM solutions. Analog Devices employs state-of-the-art CMOS, BiCMOS and bipolar processes to create valued solutions for RF designers

About Mitsubishi Electric Corporation

With more than 75 years of experience in providing reliable, high-quality products to both corporate clients and general consumers all over the world, Mitsubishi Electric Corporation is a recognized world leader in the manufacture, marketing and sales of electrical and electronic equipment used in information processing and communications, space development and satellite communications, consumer electronics, industrial technology, energy, transportation and construction. With operations in 34 countries, Mitsubishi Electric Corporation recorded consolidated group sales of over US$31 billion in 1999, 37% of which was from the Information, Telecommunication and Electronic Systems and Devices segment. Additional information on Mitsubishi Electric Corporation is available at www.mitsubishielectric.com.

About Analog Devices

With revenues of $1.1 billion for the first half of fiscal 2000, Analog Devices is a leading manufacturer of precision high-performance integrated circuits used in analog and digital signal processing applications. Headquartered in Norwood, Massachusetts, the company employs approximately 8,200 people worldwide and has manufacturing facilities in Massachusetts, California, North Carolina, Ireland, the Philippines and Taiwan. Analog Devices' stock is listed on the New York Stock Exchange and the company is included in the S&P 500 Index.



To: carranza2 who wrote (5522)6/13/2000 8:03:00 PM
From: Gus  Read Replies (2) | Respond to of 34857
 
Just as a test to find out exactly just how difficult it is to connect these darn lines between component shortages, handset availability and network choices, here's an old (1/31/2000) article.

Part shortages put purchasers in hot seat
By Matthew Sheerin, Electronic Buyers' News
Jan 31, 2000 (6:54 AM)
URL: ebnews.com

As a senior buyer at Lucent Technologies' manufacturing operation in Mexico, Agustin Ayala Yee has one tough job. Agustin, whom I met during a trip to Guadalajara last month, buys millions of dollars' worth of memory chips and discrete components for the plant, which builds cordless phones and digital answering machines. He has many responsibilities but points out one that takes most of his time and is by far the most challenging: figuring out which components will hit the hard-to-get list and creating a plan to ensure their availability. Agustin is not alone. Procurement and supply-chain managers throughout the world are facing similar frustrations, and the situation will surely get worse before it improves. As EBN reported last week, RF chips are the latest of several components in short supply. Some RF suppliers said they can't take on any more business this year.

The booming wireless market is the biggest factor for the surge in demand. It's the reason RF devices have joined flash memory, capacitors, and single-acoustic- wave (SAW) filters on the most-wanted list. The shortage has cost cell-phone manufacturers a ton of money in lost sales, and it's also hurt component suppliers that have planned for the uptick in demand.


In addition to the wireless segment, a host of other electronics markets are enjoying a jump in business, including networking, industrial, automotive, and appliances.

This environment has been particularly tough on smaller OEMs, which often end up on suppliers' B lists during periods of short supply. A reader at one of these companies recently complained to me that he was hit with a 200% price hike for a certain device. And he warned that the current supply-demand imbalance ?is a lot worse than you've been reporting.?

So what's next on the list? We have our reporters ask that question daily. And if you're a procurement or supply-chain manager, that's exactly what you should be doing. Like Lucent's Yee, you need to be sharing forecasts and demanding certain amounts of supply. And you need to enlist the support of the highest levels of your company to map out a sourcing strategy for the next 18 months or so. Should you build inventories of certain components and risk getting stuck with obsolete parts? Should you tap alternative sources of supply, or strengthen relationships with certain chip brokers?

Good luck coming up with the answers, and stay tuned for news of the next parts shortage.

eoenabled.com

Or how about this, straight from the earnings report of the number 2 handset supplier in the world!!!!!

In the first quarter, meanwhile, the world's second largest cell-phone supplier said its operating profits for these products were $49 million, a 41% decline over $83 million a year ago. Its cell-phone sales rose to $3.2 billion, a 24% jump over the like period last year. The company blamed the results on a shift in product mix toward lower-margin cell-phones and select component shortages. For some time, cell-phone makers have faced shortages of flash memories, SAW filters, and most recently, RF-chips and LCD driver ICs.

CELL-PHONE COMPONENT SHORTAGES ARE EXPECTED [TO BE A FACTOR IN OUR BUSINESS] FOR THE SECOND QUARTER AND BEYOND, said Growney in a conference call to analysts earlier today

[caps mine]


Note the uncanny repetition of the same, exact supply chain dynamics that torpedoed Apple so many times and relegated it to its current niche standard status.