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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (32079)	2/6/2003 9:36:11 AM
From: foundation	Read Replies (1) \| Respond to of 197229

re: TI rolls 3G chipsets for handsets, basestations ========== Is this the same TI that provides Nokia wCDMA chipsets? Are those TI's chipsets in Nokia cell stations that Euro carriers are using for clothes lines? Is TI the braintrust behind Nokia's fierce assault on the cdma2000 ASIC market? Is TI the great wCDMA savior? Can TI blow smoke with the best? LOL!

To: slacker711 who wrote (32079)	2/6/2003 11:18:56 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 197229

Help-ENGINEER, Mightylakers, Ben, Slacker (anyone) . Slacker’s Texas Instruments 3G Chipsets article follows a TI PR which was released a few days ago on the same subject with your article providing some more detail. The TI PR link follows with my highlights. TI’s handset consists is a four-piece chipset>>>”For handsets, TI's TCS4105 four-piece chipset comprises the TBB4105 W-CDMA and GSM/GPRS baseband processor, the TWL3024 power-management chip, and two direct-conversion transceivers: the TRF6151, a GSM/GPRS quad-band device, and the TRF6301 transceiver for W-CDMA. Qualcomm’s MSM6050 (low end 1X) Per Chart #12 in Don Schrock’s London Day presentation apparently shows three separate chips, the entire radio (Rx, Tx, synthesizers) on the front and the PM6050 (power mgmt) and MSM6050 on the back. When you have the time--ENGINEER, Mightylakers, Ben, Slacker- Do you (anyone) know how TI’s TCS4105 stacks up against Qualcomm’s counter part technology and functionality wise? Thanks as always, Jim (non-techie) A. Highlights from the EE Times article- 1.>> “Texas Instruments Inc. has launched two lines of 3G UMTS RF and baseband chipsets, one for handsets and one for basestations. TI believes they will halve handset power consumption and double basestation channel density.” 2. “TI is coming to a market dominated by Matsushita, NEC, and Motorola. “<< The author of EE apparently hasn’t heard of Qualcomm, the largest fabless semi. 3. >"TI might have been smart to wait and not jump in early to face all the problems [now besetting chip suppliers for handsets]," said Allen Nogee, wireless analyst with Cahners/In-Stat. "Also," he added, "multimedia [in general] has been played down a lot, as voice is what the carriers are focused on. TI was smart to keep a focus on voice." << The Cahner/In-Stat “analyst” apparently hasn’t heard of 3G CDMA2000 where multimedia applications in Korea and Japan are the rage. 4. >>”For handsets, TI's TCS4105 four-piece chipset comprises the TBB4105 W-CDMA and GSM/GPRS baseband processor, the TWL3024 power-management chip, and two direct-conversion transceivers: the TRF6151, a GSM/GPRS quad-band device, and the TRF6301 transceiver for W-CDMA. “<<< B. Highlights for the TXN PR- biz.yahoo.com 1. The TI description appears to be similar to Qualcomm’s chipsets that supports those same modes->>” the TCS4105 chipset, will build on TI's GSM/GPRS leadership to deliver converged voice and multimedia in 3G mobile devices with reduced bill-of-materials (BOM) cost, extended standby times and support for both WCDMA and GSM/GPRS functionality.” 2. However, commercial samples are not expected until Q3FY03, and full - scale production is not expected before the first half of 2004, with reference design to follow. 3. I would appear that Qualcomm has a considerable Time to Market lead over TI. Qualcomm’s MSM6200 (GSM/GPRS, UMTS) began sampling in June ’02, five quarters ahead of TI’s PLANNED sample dates. Don Schrock during the Jan CC stated that- “ … (we) expanded our IOT to include all major European operators and infrastructure suppliers. Five wireless device manufacturers today have selected Qualcomm chipset solutions for their UMTS designs”