Texas Instruments shareholders want the company to exit the mobile chip business
0. phoneArena 13 Aug 2012, 10:59 posted on
Shareholders of TI want the company to face facts and realize that Qualcomm's S4 processor and the upcoming NVIDIA Tegra 3+ are eating Texas Instrument's lunch and want the company to exit the mobile chips business...
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1. master0fursinz (Posts: 104; Member since: 26 Apr 2010)
if TI is selling someone is going to buy and change up this hardware to make it more competitive and make a killing. i think these shareholders need to rethink this move. I say they go in and redesign a chip to keep up with the demands and make new partnerships. this is only the opinion of a droid user though.
45. Dr.Phil (Posts: 1018; Member since: 14 Feb 2011)
I agree completely, and I think I should add that what you are saying is most likely what the leaders over at TI are doing right now. The problem is the shareholders are mostly interested in making money, and they want to make money as quickly as possible. So, for them, it would be easier for the company to keep doing what it use to do instead of spending time and money in the mobile market. It's very possible for TI to spend the resources and create a great mobile chip brand, but the shareholders see the amount of resources and time you would have to spend as a somewhat big risk and they would much rather play it safe (or so it seems).
It'll be interesting to see what TI does, but I do hope they take that risk and go forward in the mobile chip market.
2. amancarlos (Posts: 42; Member since: 09 May 2012)
*TI is known for their open hardware
*till what I've heard OMAP 5 rocks.
*LTE is not necessary to sell in the international markets
hope the shareholders are reading this
4. nyamo (Posts: 274; Member since: 19 Mar 2011)
I've always liked TI for being modder friendly. They may not be the power house like what Samsung makes but the less proprietary blobs needed to work around the better
3. OpTiMuS_BlAcK (Posts: 416; Member since: 04 May 2012)
Maybe Intel is facing the same problem too~
6. TylerGrunter (Posts: 1388; Member since: 16 Feb 2012)
What Intel is facing is too much time being a psedo-monopoly and being used to sell their motherboards at the price they wanted. They are just not used to have real competition.
Their mobile SoCs are not that bad, but the price for them does not make sense for anyone to buy.
5. neutralguy (Posts: 1152; Member since: 30 Apr 2012)
do they realize that mobile chip business will be the future? If they just continue developing faster and greater chips, they won't be left behind. I hope they could see the big future of mobile chip business before they could be totally forgotten if they leave.
7. TylerGrunter (Posts: 1388; Member since: 16 Feb 2012)
I was going to post pretty much the same: if you are out of the mobile chips you are just out of the fastest growing (and in the future the biggest) for chip makers.
35. Phullofphil (Posts: 801; Member since: 10 Feb 2009)
I think they know what's at stake, the thing is its not just mobile chips that are the future but mobile in general. There other parts in the mobile devices that are apart of the future.and I think Texas instruments knows that and are finding there nitch in the industry.
8. Hammerfest (Posts: 380; Member since: 12 May 2012)
Have to agree with pretty much all of the previous posts...
Not to mention my extreme dislike for Qualcomm extending back to my HTC Titan days where they promised several times to implament a GFX driver and never did (and in the next 4 devices HTC put out with qualcrap chips as well)...
If It where up to me, id make it primarily TI, nVidia, and Samsung... screw qualcomm...
9. remixfa (Posts: 14255; Member since: 19 Dec 2008)
what short sited investors. Get out of the fastest growth vector pretty much in the world right now? What sort of lunacy is that. Especially when their last product was second only to exynos. If they need to retool for all in one solutions, then get to it. Get OMAP5 out and get moving.
Screw qualcomm, their chips suck and I'm tired of seeing them in "high end phones" when they are not high end chips. Its not about "samsung fanboy" like people like to proclaim, its about expectations and delivery. Ti has a history of delivering better than everyone but samsung. There is zero reason for them to exit the sector. There is every reason for them to double down though. If all in one is what the sector wants, then make it happen.
10. true1984 (Posts: 691; Member since: 23 May 2012)
We all know you don't like Qualcomm but we all have to be honest here, right now the have the best dual core chips available in the the market. And if the Pro is compatable with LTE like they say they might be on top until we get performance specs on the Exynos 5
12. nyamo (Posts: 274; Member since: 19 Mar 2011)
LTE does not make a phone. many markets over seas do not require LTE to sell a great phone. I for one avoid it like the plauge with ATT's small footprint right now. Next gen technology is not nearly mature enough to force every consumer on to it.
15. true1984 (Posts: 691; Member since: 23 May 2012)
But in the US it is a big deal, Thats why they care about making phones with LTE capability. If not then my EVO would've had a Tegra 3 instead of an S4. Besides you know they mostly use HSPA+ overseas right?
27. remixfa (Posts: 14255; Member since: 19 Dec 2008)
best how exactly? their only benefits are cheap cost and integrated lte. other than that the exynos whips it pretty handily in just about everying from battery to gpu. it manages to only be a hair better than the tegra 3 in some tests. the pro puts it barely above the a9 exynos quad in gpu.. it still cant keep up with the a15 exynos at all nor the proposed omap5. i dont put heavy consideration on LTE. battery and horsepower are way more important.
30. true1984 (Posts: 691; Member since: 23 May 2012)
the exynos in the galaxy note cannot out perform the s4. the quad core in the international version destroys the s4 but gets destroyed by the s4 pro. the s4 pro basically beats any mobile processor on the market right now, that's why i said it'll be on top until the exynos 5 comes out. and i havent seen any specs on omap 5 so i'll concede to that point. also like i said before us carriers are putting heavy emphasis on lte. and the last exynos was capable of lte, samsung didnt use it because the s4 was more powerful.
32. dmckay12 (Posts: 243; Member since: 25 Feb 2012)
It has one killer feature...It is on the market. The S4 Pro will be in phones months before the A15 quads are in phones (Samsung said that their Exynos quads will only be in tablets).
37. remixfa (Posts: 14255; Member since: 19 Dec 2008)
A15 quads havent been announced yet. Its A15 dual.
Samsung said that their exynos 5250 A15 will be in tablets FIRST and then into phones.. not exclusively to tablets. Its a production supply issue. Sell it through tablets while they ramp up production for phones which sell exponentially more.
That also doesnt mean that they could just be being funny and introduce it in everyone's favorite phablet, the Note2 which is to be unveiled this month some time... Not a big chance, but ya never know.
39. dmckay12 (Posts: 243; Member since: 25 Feb 2012)
My point is that they haven't even been announced. The S4 Pro will be in things is the next few months, but the A15s are still in planning stages. Chances are that the A15 duals will be slightly behind it. The GPUs might be slightly better, because they will be newer, but the processors themselves will be behind.
40. MISTER.H (banned) (Posts: 167; Member since: 03 Aug 2012)
I believe that ARM themself have a A15+ 8 core which runs at 3.0ghz and its not avaialable to public. Just imagine that along with a 4Gb ram and T658 mali 8 core overclocked to 527hz gpu.Wishfull thinking!
42. dmckay12 (Posts: 243; Member since: 25 Feb 2012)
I can't imagine that being useful, but that would be awesome. If they put it in a device now, I would buy it tomorrow. For now, the S4 Pro is what we can hope for.
48. remixfa (Posts: 14255; Member since: 19 Dec 2008)
Samsung has been demoing A15's in tablets for months. You guys need to catch up. They are production ready. The ONLY thing that might slow it up is LTE integration. Of course, being on a tablet that doesnt matter so much, which is another reason they are going tablet first.
And btw, its not just me that understands the tech, its the entire tech review industry that agrees with me.
"ther than that GPU which includes support for up to WQXGA (2,560 x 1,600) resolutions -- perfect for the 11.8-inch P10 mentioned in court filings -- and much more, the white paper uncovered by Android Authority also mentions support for features like Wi-Fi Display, high bandwidth LPDDR3 RAM running at up to 800MHz with a bandwidth of 12.8GBps, USB 3.0 and SATA III."
"The Exynos 5 Dual is the chip you should look for in upcoming tablets and smartphones, as it should have the most powerful CPU and GPU of any new chips coming out by the end of the year, including the S4 Pro and OMAP 5. Next year, we can begin talking about the quad-core Tegra 4 and the Exynos 5 Quad, but, until then, Exynos 5 Dual should reign supreme in the mobile market in terms of performance and features."
52. dmckay12 (Posts: 243; Member since: 25 Feb 2012)
They are not ready to be sold in devices yet. The S4 pro is already in devices that are coming out soon. It has moved past prototypes and Demos. Read the article. It says that the S4 Pro should be faster running apps designed for multiple cores.
54. MISTER.H (banned) (Posts: 167; Member since: 03 Aug 2012)
Qualcomm have 4 types of chip, apq. Msm. And another 2, I havnt looked up.
58. remixfa (Posts: 14255; Member since: 19 Dec 2008)
devices coming out around Xmas which is the same launch window of the A15 which is "Q4".
what about that is so hard? None of the Pro devices are coming out before Q4. Being rumored/announced doesnt mean anything on the timeline. How long was the Bionic announced before it came out ? 9 months? lol.
Samsung plays their chips close to the vest since they primarily use them for themselves. They didnt confirm that the S3 was going to be the Quad 4412 until just a week or 2 before it was officially unveiled.. Do you really expect them to tell you what phone the A15 is going to be in months before it happens?
Slightly faster in 1 category while being way slower in everything else. If an app opens in 0.3 seconds vs 0.4 seconds, do you really notice? Concentrate on all the features the Exynos 5 has that the Pro doesnt, and how much more powerful the vast majority of the shared features are on the E5.
Point is, you guys get your hopes up for impossible time lines. These chips will be dropping in commercial phones relatively at the same time.
41. MISTER.H (banned) (Posts: 167; Member since: 03 Aug 2012)
I cant wait to get hold of one and root it, and overclock it.
13. crankyd00d (Posts: 191; Member since: 17 Oct 2011)
Looks to me like they want to avoid the hassle of acquiring a baseband company as it would be very hard and expensive, and then they would need a couple of years to integrate that into their designs, the future is integrated or die and they know it, I hope they go for it, just as you said they make good chips, and losing competitors is never good
14. SuperAndroidEvo (Posts: 4701; Member since: 15 Apr 2011)
You normally post factual & true stuff. This time you clearly spoke with emotion instead of fact. It it clear that right now as it stands the Qualcomm Krait S4 is the KING of mobile processors, by a long shot.
They are insanely powerful & work with LTE out of the box. They work with ALL LTE's not just the ones in Korea like the quad-core Exynos 4.
The Qualcomm Krait S4 Pro dual-core clearly outclasses the Exynos 4 quad-core & is king right now in the benchmarks by such a HUGE margin. Who knows when the Exynos 5 will be in a phone or tablet. All I know is the Qualcomm dual-core S4 Krait Pro is right around the corner & by winter there will be quad-core S4 Krait's that will munch on Exynos 5 A15 dual-cores.
Who knows, you maybe having a bad day but you have never been more wrong like you are right now. Hopefully you will get your senses back & see the error of your way. To say Qualcomm chips suck is clearly opinion based & so far off the truth.
If you are going to release a "high end" phone right now the S4 Krait Pro is the ONLY way to go.
18. ph00ny (Posts: 791; Member since: 26 May 2011)
Krait isn't the king until the quad core version in pro version gets released. By then they may get overrun by OMAP5 and Exynos5 again
23. ph00ny (Posts: 791; Member since: 26 May 2011)
if you say so.
People see a few quadrant scores and automatically assume it's twice as good because it's close to some of the quad core A9 scores but if you actually look at non-qualcomm benchmark scores, it's not that much better than cortex A9 variants in cpu scores core to core
28. remixfa (Posts: 14255; Member since: 19 Dec 2008)
sounds more like fanboy hope to me.
right now the king is exynos 4420.
when the proncomes out at chrismas it will be faster than tye 4420 by about 20-30% in gpu only... thats the only part that changes.
know what else is supposed to be out before christmas? the exynos 5250 A15 and supposedly the OMAP5 a15. both which paper specs anniliate the pro's paper specs. hell even the tegra3+ might be out by then which will place just below the pro most likely.
nothing i said was unfactual regardless of emotion my friend.
34. true1984 (Posts: 691; Member since: 23 May 2012)
how can the 4420 be king? in actual performance it loses to the s4 pro in everything, not just gpu and not just the qualcomm benchmark tests by a large margin. and paper specs are just that, paper. on paper i thought the 4420 was gonna murder the s4 pro, but it didnt.
36. remixfa (Posts: 14255; Member since: 19 Dec 2008)
take a step back and look at the field
tell me which phone the S4-Pro is in CURRENTLY?
oh.. NONE.. its not out yet.
Thus, the 4420 is still king. Its not that hard.
And no, the only thing different between the S4 and the S4 pro is the exchanging of the Adreno to 320 from 225 or whatever it currently is. The CPU and the rest of the architecture is still unchanged and thus.. sub par. The only tests out for it so far have been GRAPHICAL, aka, looking at the GPU.
If your going to proclaim that a chip that is not expected to be out for another 4-6 months is "king", then the S4 still loses to Exynos.. to the Exynos 5250 which will be out about the same time if not sooner. True A15 unlike the wannabe "A15 equivilant" lie of the S4, massive CPU jump and the Mali 605 absolutely dominates everything but the next PowerVR GPU that is slated to be on the Omap5... if that ever comes out.
38. true1984 (Posts: 691; Member since: 23 May 2012)
2 months actually, lg is using the s4 pro in two new phones
46. remixfa (Posts: 14255; Member since: 19 Dec 2008)
late sept/early october.. in the US? That's a bet. Black friday to Xmas at the earliest is my bet.
50. true1984 (Posts: 691; Member since: 23 May 2012)
you're on! and the loser owes the winner a soda
51. remixfa (Posts: 14255; Member since: 19 Dec 2008)
your on. I expect an IBC cream soda mailed to me. Havent had one of those in forever.
53. dmckay12 (Posts: 243; Member since: 25 Feb 2012)
The S4 Pro has the Adreno 320 GPU and double the cores of the S4. The current S4 dual will not be as good as the A15 duals, but the S4 Pro will be better. And when the A15s are coming out, the S4s are expected to get a frequency boost of 500-1000 MHz.
56. SuperAndroidEvo (Posts: 4701; Member since: 15 Apr 2011)
See that's the thing, we still don't know of any product with the Exynos 5. At least the S4 Pro has been confirmed in devices just waiting to be released. You can Google it.
There are people who are benchmarking the S4 Pro so that has to count for something. I STILL haven't seen any Exynos 5 benchmarking, thus meaning it may still be a ways off.
FACT is the dual-core S4 Pro, steps on the quad-core Exynos 4 like you did as a child when you saw an ant on the street.
When the dual-core A15 Exynos 5 comes out, Qualcomm will counter with a massive 2.5GHz S4 Krait Pro quad-core.
I still haven't heard of ANY A15 quad-cores at ALL. As much as you hate Qualcomm they have been in the game way longer than Samsung & all Samsung did is wake the sleeping giant. Qualcomm is flexing some serious muscle & you need to finally see that. It doesn’t get more "high end" & more functional that Qualcomm at the moment.
Qualcomm always had great SoC's but it took some strong competition from Samsung to push & show what true power Qualcomm has up its sleeves. Face it, the performance is growing exponentially & it's getting more & more difficult to see the differences in power, but where Qualcomm kills Samsung is in completeness. Meaning Qualcomm can be used ANYWHERE, & that is something Samsung chips STILL can't match, thus giving the advantage to Qualcomm. I mean Samsung's own phones rock S4 Krait chipsets, because their Exynos 4 just don’t work outside of Korea that is. That is why Qualcomm shines.
Samsung has an image to maintain, & if these S4 Krait chips are not “high end” then why did Samsung choose them for their “high end” Samsung Galaxy S III? Food for thought!
59. remixfa (Posts: 14255; Member since: 19 Dec 2008)
":FACT is the dual-core S4 Pro, steps on the quad-core Exynos 4 like you did as a child when you saw an ant on the street. "
so you think a 10-30% GPU performance improvement over the 4412 is "stepping on ants"?
Come on down from the fan soap box.
If you actually read ANY of the links I provided, they all talked about the fact that the exynos 5 QUAD is scheduled to drop around the same time as the Krait Quad or shortly after.
I dont see the whole sleeping giant thing. The S4 is one of the weakest high end chips, the S4 pro barely tops the A9 charts and will be left in the dust when real A15's drop. The S4 quad will have a similar fate vs the E5 quad.
If it wasnt for the lack of the exynos not having LTE integration while the S4 does, qualcom would be history.
Besides, the biggest chip manufacturer is Samsung, not Qualcomm. They handily do more business than qualcomm.
The iphone and Galaxy 1,2,3 count for WELL MORE than 50% of the industry by themselves. The rest is split up between S4, T3, and Omap4.
More facts, less fan. :)
55. Hunt3rj2 (Posts: 396; Member since: 11 Nov 2011)
The king may be Exynos, but the money is all in Snapdragon.
The Pro will have a faster GPU. If they decide to shove an extra 2 cores into the S4, it'll be almost like Tegra 3 vs S4 v1 all over again.
Qualcomm is apparently planning a revision to get the per clock performance at or above Cortex A15 with similar clock speeds too, and most likely a heavily OC'd Adreno 320 to go with it.
You can hate Qualcomm all you want, but they have the market by the balls because they know what the OEMs need out of an SoC. Even if they don't sell the SoCs, they still win. Their modems are in the iPhone 4s, and will undoubtedly end up in the iPhone 5. Sometimes, it doesn't matter whether the CPU and GPU are the fastest and the bandwidth is the greatest. If an SoC was just those two components, it would be an APU, not an SoC.
57. SuperAndroidEvo (Posts: 4701; Member since: 15 Apr 2011)
+1 for you my good man.
I mean that is CLEARLY the main reason why Qualcomm is #1 in the world. They know that there is more than power to make a great SoC.
Qualcomm has the PERFECT balance of POWER, USABILITY & PERFORMANCE. It also doesn't hurt that their SoC's just work in any part of the world including the biggest markets in the world.
60. remixfa (Posts: 14255; Member since: 19 Dec 2008)
qualcom makes less per chip than samsung does. it sells at a much lower price than exynos.
Samsung OWNS more than 50% of the smartphone chip market. Qualcomm has like 20-25% at best as it splits the rest with Nvidia and Texas Instruments. Samsung sells MORE THAN all other android manufacturers combined + they make all the chips for apple. Do the math.
The money is all Exynos/A5, which are samsung products.
61. Hunt3rj2 (Posts: 396; Member since: 11 Nov 2011)
You're still forgetting that Qualcomm holds all the patents for CDMA2000 AND a ton of key patents for UMTS/HSPA/HSPA+/DC-HSPA+. Every phone sold with CDMA or UMTS in the US is money for Qualcomm.
Samsung didn't have a hand in making the A5. They helped out a TON with the A4, but Apple bought off a company that designed the A5 chip. Samsung does make the A5 chip though, but then that's like saying that TSMC "owns" 50% of the GPU market because they make ATI and Nvidia GPUs.
It's not about the CPU and GPU. It's about the modems, and that's what Samsung doesn't make. What's the modem powering an iPhone? Qualcomm MDM series chips. What GPS solution is in the iPhone? MDM series chips. What powers every DC-HSPA+/LTE phone? Qualcomm solutions.
You can call them Crapdragons all you want, Qualcomm doesn't give a crap because they're swimming in pools of profit.
62. SuperAndroidEvo (Posts: 4701; Member since: 15 Apr 2011)
Thank you, almost every phone in the world has something from Qualcomm. Their modems are the standard & are used all over the world. lol
21. true1984 (Posts: 691; Member since: 23 May 2012)
The problem with that is we dont know when those will get released either or if OMAP5 can out perform the S4 Pro yet. We've seen the S4 Pro's capabilities so I just want to see what Exynos 5 has to offer.
24. MISTER.H (banned) (Posts: 167; Member since: 03 Aug 2012)
The snapdragon S4 Krait in the US, performance of Krait
is on par with upclocked 1.5 Tegra 3 QC proc shipping
in the international HTC OneX . The 4412 in the chart gives
a great comparison between the S4(OneX) and the 4412
International S3, although the OneX scores are on the low
side of the Quadrant scores I've seen. Typically S4 ranges
4800-5200 overall. The hi10p playback on the US version is
how dependent playback is on multithreading. S4 has
strong single threading . S4 has strong single threaded
performance and scales well in multithreading, but I don't
no that this makes up for the loss of 2 cores.
26. ILikeBubbles (Posts: 462; Member since: 17 Jan 2011)
i agree with pretty much everything... but i do love me some S4.
31. darac (Posts: 2156; Member since: 17 Oct 2011)
You are either a huge Samsung fanboy or simply don't know what you're talking about.
Haven't it occurred to you that there's a reason why every mobile chip vendor can't simply assemble an integrated architecture like "crapdragon"?
Its not that simple, you ignorant.
There's a complex compromise in each and every of different chip solutions.
Besides and btw, adreno is a unified shader architecture.
Mali "destroys" it only in pixel shader tasks.
In high polygon rendering mali 400MP4 is hugely inferior to adreno 225.
11. Bluesky02 (Posts: 1439; Member since: 05 Dec 2011)
Scary shareholders, the mobile phone industry is in a big boom right now and shareholders want to left this booming space to focus on what they do best. I thought in business you have to fight competition.
16. BattleBrat (Posts: 1289; Member since: 26 Oct 2011)
I hate qualcomm, mostly for their radio's subpar reception, I'm saddened to see MOTO's next offering is packing a qualcomm processor, I prefer a Tegra or Exynos....
17. robocopvn (Posts: 337; Member since: 10 Mar 2010)
Ti Omap4 is one of th best of A9 CPU (Goolge choose it for Galaxy Nexus). However it's too slow introducing new quad-core A9 and A15dual core. That's why at this moment Ti Omap4 cannot compete with T3 and ExynosQuad and S4 !
And I don't understand TI's
19. robocopvn (Posts: 337; Member since: 10 Mar 2010)
Ti Omap4 is one of th best of A9 CPU (Goolge choose it for Galaxy Nexus). However it's too slow introducing new quad-core A9 and A15dual core. That's why at this moment Ti Omap4 cannot compete with T3 and ExynosQuad and S4 !
And I don't understand TI's investers. They really want to get out of the fastest growing and profitable market ?? sorry for double post , I cannot edit my last one :(
33. master0fursinz (Posts: 104; Member since: 26 Apr 2010)
This is like i said before pretty dumb for investors to do. Yes there is huge growing market for mobile chips, alot of competition but you need the right salesman for the job. TI needs a guy to pitch these chips like blue chips at a casino and gain back lost companies.
And if they do sell off the division I pray that Google buys it quick. This will help them eliminate the middle man for Motorola Mobility. It will also give them some extra power behind chip patents and impelmentation in Android OS.
43. pikapowerize (banned) (Posts: 1869; Member since: 03 May 2012)
i think TI shouldn't exit... they still make good chips... i think if Microsoft will just allow manufacturers to use other chips besides Qualcomm's (i really dont know why they are supper strick to this segement, maybye to avoid the buggyness) they can still make good market!
44. pikapowerize (banned) (Posts: 1869; Member since: 03 May 2012)
no to mention cheap production... they need to offer it cheaply!