Noel's Feed
Feb 26, 2014

Global smartphone growth to fall sharply in 2014 – IDC

SAN FRANCISCO, Feb 26 (Reuters) – Growth in global
smartphone shipments will fall sharply this year and keep
slowing through 2018, with average prices dropping significantly
as demand shifts to China and other developing countries,
according to market research firm IDC.

Annual growth in 2014 is expected to be 19.3 percent and
then decline to 6.2 percent in 2018, IDC said in a report on
Wednesday. That follows a 39.2 percent jump in 2013 when
smartphone shipments topped 1 billion units for the first time.

Feb 23, 2014

Chipmakers dream of China as they head to Spain’s smartphone gala

SAN FRANCISCO/BARCELONA (Reuters) – The world’s biggest mobile brands will jostle for the spotlight at the premier mobile industry event this week in Spain, but away from the glitzy displays chipmakers will be preoccupied with China, the largest mobile market on the planet.

From Qualcomm and Intel to MediaTek, Marvell and Broadcom, the suppliers of the crucial components that power smartphone applications and drive high-speed wireless connections are scrambling to capitalize on opportunities taking shape as Chinese brands and telecoms carriers such as China Mobile gear up for 4G LTE, or Long-Term Evolution.

Feb 18, 2014

Intel aims to boost corporate demand with high-end server chip

SAN FRANCISCO, Feb 18 (Reuters) – Intel Corp
unveiled a new high-end processor aimed at boosting lackluster
demand from corporate customers like banks and retailers.

With Intel’s core market of personal computers shrinking,
the chipmaker’s server business is becoming increasingly
important. But its growth has recently fallen short of
expectations.

Feb 13, 2014

Nvidia puts plans for new Silicon Valley campus on hold

SAN FRANCISCO (Reuters) – Graphics chipmaker Nvidia Corp has halted plans to build a flashy new campus that could have rivaled the architectural ambitions of major Silicon Valley neighbors like Facebook Inc and Apple Inc.

Nvidia said a year ago it would use property it owns across the street from its current headquarters in Santa Clara, California, to construct one, and eventually two, eco-friendly buildings in the shape of triangles. The triangle is a basic building block in video game graphics.

Feb 12, 2014

Gamers help Nvidia’s fourth-quarter revenue beat Street

SAN FRANCISCO (Reuters) – Nvidia Corp (NVDA.O: Quote, Profile, Research, Stock Buzz) on Wednesday posted higher fourth-quarter revenue that beat expectations, fueled by the graphics chipmaker’s PC gaming components, even as it grapples with an expansion beyond computers and into mobile devices.

With the personal computer industry losing steam, Nvidia has expanded its graphics chips into mobile devices. But it is meeting stiff competition from larger Qualcomm Inc (QCOM.O: Quote, Profile, Research, Stock Buzz) and has responded by increasing its focus on automotive markets and other areas.

Feb 7, 2014

Analysis: Taiwan’s MediaTek sets up backyard brawl with Qualcomm

SAN FRANCISCO (Reuters) – Qualcomm Inc, the world leader in smartphone microchips, may want to shore up its defensive tactics.

Taiwan’s MediaTek Inc, the leading chip supplier for Chinese smartphones, is barreling into the U.S. market with a new major global branding campaign and setting up shop in San Diego, California, home to Qualcomm.

Feb 3, 2014

Intel tightens executive pay as PC demand slows

SAN FRANCISCO (Reuters) – Intel Corp, wrestling with shrinking personal computer sales and struggling to expand into mobile devices, said on Monday it was tightening its compensation policy to make senior executives more accountable.

The steps to push executives to perform better were the latest indication that Chief Executive Officer Brian Krzanich, who took over almost a year ago, is streamlining the chipmaker in the face of slow demand.

Jan 30, 2014

Broadcom’s fourth-quarter results ease smartphone chip worries

SAN FRANCISCO (Reuters) – Broadcom on Thursday posted fourth-quarter revenue and profits that were down from a year earlier, but the results slightly exceeded expectations of Wall Street analysts concerned about tepid smartphone sales.

The chipmaker reported fourth-quarter revenue of $2.06 billion, down 0.8 percent from the year-ago period. It said revenue in the first quarter would be between $1.9 billion and $2.0 billion.

Jan 30, 2014

Chipmaker Broadcom’s fourth-quarter results meet expectations

SAN FRANCISCO (Reuters) – Broadcom on Thursday posted fourth-quarter revenue and profits that were down from a year earlier, but the result slightly exceeded expectations of Wall Street analysts concerned about tepid smartphone sales.

The chipmaker reported fourth-quarter revenue of $2.06 billion, down 0.8 percent from the year-ago period. It said revenue in the first quarter would be between $1.9 billion and $2.0 billion.

Jan 30, 2014

Oracle’s Ellison plays down threat of NSA database snooping

SAN FRANCISCO, Jan 29 (Reuters) – Oracle CEO Larry
Ellison played down concerns on Wednesday about possible
government snooping in his business customers’ private data.

At an industry conference in San Francisco, an audience
member asked the Oracle cofounder what to tell potential Oracle
cloud-computing clients who worry that the National Security
Agency could access their information.

    • About Noel

      "Based in Thomson Reuters' San Francisco news bureau, Noel Randewich covers the semiconductor industry and the growing use of microchips in everything from smartphones to home energy management. Prior to his San Francisco posting, Mr Randewich spent a decade covering emerging markets news in Mexico City."
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