This fiscal year, the company achieved record revenue of $ 19.1 billion and record shipments of mobile base station modem chips out.
In addition, the company also completed what Albert?
New Intel
Qualcomm throughout the year are subject to the effects of supply in TSMC, the latter raising difficult on the 28-nanometer chip production. Qualcomm two new Snapdragon processor and baseband modems, use this manufacturing process, supply shortage is a double blow.
According to reports, TSMC has even refused to Qualcomm and Apple 's bid, the two companies are willing to come up with more than one billion U.S. dollars, the right to exclusive OEM. This OEM manufacturers do not need the money, although willing to provide small foundry capacity to specific customers, but more willing to keep flexible ownership and control.
After the summer, Qualcomm CEO Paul Jacobs (Paul Jacobs) even consider allowing Qualcomm own factories, which may be allowed to enter the Intel vertical integration alliance. Own factory is not Jacobs particularly want to do, but he said "will not be completely ruled out this possibility.
This move may cause pressure on margins, because the extra expenditure of billions of dollars in capital expenditures, but this will also reduce supplier risk is conducive to expanding business. For example, Intel in the past year about 9 times higher than the high-pass capital expenditures, resulting in a lower net profit margin.
However, Intel is not the limit of the third-party foundry. TSMC 28 nanometer chip yield substantial growth, but still affect Qualcomm's profits.
Qualcomm, Apple with the Department under the eaves
As the exclusive supplier of the baseband of the Apple device, Qualcomm also enjoy the benefits of the iPhone and iPad sales surge. March this year after the release of the third-generation iPad, LTE models installed generation 45-nanometer high-pass baseband the MDM9600 supports only LTE network in the United States and Canada.
This is why Apple introduced the fourth generation iPad only seven months after the advance. New products within a big upgrade, including the use of new and better compatibility LTE modem, and using more energy-efficient 28-nanometer production process. iPhone 5 is the iPhone with LTE functionality, and is also the same as the 28-nanometer components Qualcomm MDM9615 modem.The chip also supports China Mobile (microblogging ), TD-SCDMA standard, paved the way for cooperation in Apple and China Mobile.
Tablet PC
So far, the high-pass in the Tablet PC market is not what achievements. Its main victory in the smartphone market, while rival Nvidia big win in the Tablet PC market, especially in the Google Android device ( microblogging ) .
Microsoft are conducive to the success of any mobile high-pass, high pass sole supplier of Microsoft Windows RT ARM chip suppliers, one of the two major chip and Windows Phone 8.
The new chip king
This mobile chip giant also achieved another important symbolic milestone achievements this year, its market value for the first time more than Intel. In many ways, this shows that the PC market continues to be upset by smart phones and tablet PCs. Intel is still dependent on the PC market (in the last quarter of the PC chip sales accounted for 69%), high through the entire business is built around smart phones and expand. Are you more willing to rely on which market?
This is just more than market value, but Intel is still the highest in semiconductor revenue ranking first. Qualcomm jumped three, this year, only behind Intel and Samsung, ranked No. 3 in the global semiconductor market.
On Intel's revenue is still first, but the difference is that its semiconductor sales fell 2.4%, while Qualcomm grew by 27.2%. However, by market capitalization, Qualcomm 2012 chip king.