ARM in Networking/Communications

ARM in Networking/Communications
by Paul McLellan on 10-11-2012 at 7:15 pm

I was at the Linley Processor Conference yesterday. There are two of these each year, one focused on mobile and this one, focused on networking and communications (so routers, base-stations and the like). You probably know that ARM is pretty dominant in mobile handsets (and Intel is trying to get a toe-hold although I’m skeptical… Read More


Smart mobile SoCs: Made in China

Smart mobile SoCs: Made in China
by Don Dingee on 08-29-2012 at 2:00 pm

One of the comments to previous installments of this series was that there isn’t much left for the merchant suppliers of smart mobile SoCs, considering Apple and Samsung have majority share and design their own parts. The theory is this makes it hard for many suppliers to continue investing at the resource levels needed to bring … Read More


MIPS, ARM, ARC, Imagination, Ceva

MIPS, ARM, ARC, Imagination, Ceva
by Paul McLellan on 05-15-2012 at 4:59 pm

The Linley Group, whose conference on mobile I recently attended, has some interesting data about the processor core market. Firstly, the numbers are big: CPU cores shipped in over 10 billion chips last year which is up 25% on last. ARM has a share of 78% of that entire market. The big surprise to me was the #2 was not MIPS but Synopsys… Read More


The Carbon Decade

The Carbon Decade
by Paul McLellan on 04-19-2012 at 6:00 am

Carbon Design Systems celebrates its 10th anniversary this month. It is a celebration that the company has survived a decade but also bittersweet that the company hasn’t been acquired for a juicy premium. But we just have to accept that EDA is not a business where you can throw together a company in 18 months and sell it for $1B… Read More


Linley Tech Mobile Conference

Linley Tech Mobile Conference
by Paul McLellan on 04-18-2012 at 2:14 pm

I went to part of the Linley Tech Mobile Conference. This is the current incarnation of what started life as Michael Slater’s Microprocessor Report, and the twice-yearly Microprocessor Forum. These very technical analysis organizations seem to work well when they are a small group of analysts working together to cover… Read More


Broadcom’s Bet the Company Acquisition of Netlogic

Broadcom’s Bet the Company Acquisition of Netlogic
by Ed McKernan on 09-12-2011 at 1:19 pm

I surmised a month ago that Broadcom could be a likely acquirer of TI’s OMAP business in order to compete more effectively in Smart Phones and Tablets. I was not bold enough. Instead, Broadcom has offered $3.7B for Netlogic in order to be an even bigger player in the communications infrastructure market by picking up TCAMs and a family… Read More