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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 (79857)8/31/2008 9:53:25 AM
From: slacker711  Read Replies (2) | Respond to of 196638
 
Over the years, I have called out Q when they have been late to market with their chips, so it is only fair that I highlight just how late TI is in getting OMAP3 into commercial devices. The chipset was initially announced in February of 2006 and the timeline was supposed to be for commercial handsets containing OMAP3 to hit the market by the end of '07.

telephonyonline.com

As the man in charge of TI's OMAP multimedia processor platform, Delfassy unveiled the latest version of TI's vision, the OMAP3 family of chipsets, which will bring HD video capabilities, the polygon-rendering power of a stand-alone gaming console and the ability to play CD-quality music to the cell phone. OMAP3 will sample later this year and ship in volume at this time next year. By the end of 2007, the first OMAP3-powered phones will be in the hands of consumers, and that means Delfassy is thinking toward OMAP4 and OMAP5. They may just to be acronyms, but to Delfassy those future platforms represent a complete shift in the way we think about the mobile phone.

It looks like the first devices are now hitting the market and the first handsets wont be until early '09. That is betwen 12 and 18 months late compared to their target....and has cut gap between OMAP3 and Snapdragon to an almost inconsequential gap (and Snapdragon has an integrated baseband). Q has a giant opportunity if they can meet their own deadline and have executed as well as they claim with respect to power consumption.

Of course, I'll feel a lot better about this when we finally see some Snapdragon enabled devices with specs.

Slacker