China's antitrust regulator has concluded that Qualcomm commands a monopoly in the Chinese chipset market, according to a report from the state-run Securities Times newspaper that cited unnamed sources close to China's antitrust regulator. However, it's unclear whether the country's regulator has decided that Qualcomm has abused that position for its own gain.
Broadcom said it will cut 2,500 jobs, about one-fifth of its total workforce, as part of a winding down of its cellular baseband chipset unit. The company made the announcement Tuesday in conjunction with its second-quarter earnings.
Intel's mobile business continued to bleed cash and its wireless-related revenue declined significantly in the second quarter even as the company as a whole reported strong earnings for the period. The company said it is making progress toward its goal of shipping its chips inside 40 million tablets in 2014--but it is currently losing money because it is paying OEMs to put its chip inside their tablets.
So far 2014 is the biggest year for deals among chipset companies since 2011--and it's not over yet. Almost $11 billion worth of North American semiconductor transactions were announced in the first half of 2014, according to data compiled by Bloomberg.
Qualcomm, MediaTek and other chipset companies are increasingly helping their OEM partners and other customers get phone components such as speakers and camera lenses as a way to juice their business.
Intel envisions a multibillion-dollar opportunity to bring its chipsets into network infrastructure as more and more operators turn to Network Functions Virtualization (NFV), according to executive Rose Schooler.
Intel envisions a multibillion-dollar opportunity to bring its chipsets into network infrastructure as more and more operators turn to Network Functions Virtualization (NFV) and run commoditized servers and other gear. Carriers are just starting this process with their vendor partners, but Intel sees AT&T's Domain 2.0 initiative to get vendors to virtualize their hardware as a promising opportunity, according to Intel's Rose Schooler.
Sequans Communications is aiming to make LTE as affordable as older 2G technologies for use in machine-to-machine applications and the Internet-of Things. The Paris-based chipmaker says it has closed in on that goal with its new Colibri LTE platform.
Ericsson is not giving up on the market for smartphone modems, but it will have a steep hill to climb to challenge industry leader Qualcomm.
Marvell and MediaTek are unveiling new platforms for the Internet of Things and wearable devices, and the chipset companies hope that their announcements will let them capture part of a market they expect to grow as more gadgets besides smartphones and tablets get connected.