Linley
on CE
Independent
Analysis
of
Semiconductors
for
Consumer
Electronics
Volume
2, Issue 3
March 30, 2007
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Editor:
Linley Gwennap
Contributors: Bob Wheeler, Jag Bolaria, Joseph Byrne
In
This Issue
Qualcomm
Launches 4G Battle At CTIA, Qualcomm launched its first salvo in the 4G cellular
battle, preannouncing two products supporting its Ultra-Mobile
Broadband
(UMB) technology. Formerly known as EVDO Rev C, UMB uses OFDMA
and MIMO techniques to deliver up to 40Mbps to the handset, with
an uplink speed of 10Mbps. Phones with EVDO Rev A are currently
available, and Qualcomm plans to sample its first EVDO Rev B
chip, the MSM7850, in late 2007. Rev B offers downlink speeds
of up to
9.3Mbps.
The MSM7850 can be coupled with a new chip, the MDM8900, that
provides the UMB baseband. The UMB standard is expected to
be finalized
by mid-2007, with the MDM8900 due to follow in 1Q08. Qualcomm
also announced that its first infrastructure device for UMB,
the CSM8900,
will sample in 2Q08. This schedule will allow the first UMB
phones to ship to consumers in 2009. The company demonstrated
UMB technology
at CTIA, but this demo did not use any standard products.
UMB competes with LTE, the so-called long-term evolution of
the GSM standard. LTE also uses OFDMA and MIMO and aims for
similar
data rates. But the LTE standard continues to be developed,
and no vendor has announced a schedule for LTE chips. Still,
as in
the 3G transition, Qualcomm's CDMA/EVDO customers are likely
to move to UMB, while the GSM/UMTS world moves to LTE.
A wildcard is WiMax, which Intel has been promoting as a
4G option. WiMax had garnered little support until recently.
At
CTIA, Sprint
Nextel announced plans to deploy WiMax networks in 19 cities
by the end of 2007 and to cover a third of the United States
by the
end of 2008. Unlike UMB and LTE, WiMax is available in
chips today, but it lacks the backing of cellular standards
bodies.
Most cellular
carriers appear willing to monitor Sprint's success before
jumping on the WiMax wagon. —Linley
Additional
coverage of Qualcomm's processors appears
in our report A Guide to Wireless Handset Processors.
Mobile
TV Goes Live at CTIA
Most speakers at CTIA agreed that a lot of people want to
watch TV on their cell phones, but the method of delivery
caused fierce
disagreements. At the end of 2006, more than 3 million people
subscribed to some sort of mobile TV service, according to
In-Stat. The largest provider is MobiTV, which recently surpassed
2 million
subscribers. Because MobiTV sends video as a data stream, it
runs on dozens of phones; the picture quality depends on the
speed of the network, but it can be quite good on the newest
phones.
Earlier this month, Qualcomm launched its MediaFlo service
in 22 U.S. cities. MediaFlo is available to Verizon subscribers;
AT&T also plans to offer the service later this year. MediaFlo
broadcasts eight digital TV channels using the frequency formerly
assigned to UHF Channel 55 (700MHz). Currently, only two phones
(one from LG and one from Samsung) contain the Qualcomm chip
required to receive the new broadcasts. Other standards, including
DVB-H and ISDB-T, are being deployed around the world. DVB-H
service is available in Italy, and ISDB-T is offered in Japan.
The advantage of these broadcast services is that they offload
video from the cellular network. Using 3G (UMTS) technology,
a handful of video users can tie up an entire cell site.
But with increasing deployment of faster technologies such
as HSDPA
and even WiMax, pumping lots of video across the network
becomes feasible. Furthermore, unicast video can provide
access to
a broader range of programming, personalized advertising,
and even
DVR-like start/stop features, and it requires no incremental
cost to the handset.
Qualcomm's reported $800 million investment in its MediaFlo
network has given that technology an early lead among
mobile broadcast
technologies. As 3.5G handsets become common, however,
we expect unicast services to be most popular, with broadcast
being most
appropriate for live programming such as news and sports.
—Linley
Complete coverage of mobile TV processors will appear
in a future report from The Linley Group.
Integrated
Radios Reduce Phone Cost
Another key theme at CTIA was reducing the cost of handsets.
Chip vendors are responding to this need by integrating more
functions into the baseband processor, specifically targeting
the radio subsystem. Texas Instruments has gained attention
with its LoCosto and eCosto devices. Qualcomm has introduced
a family
of integrated-radio products under the name QXC, focusing on
its CDMA technology. Infineon participates in this market using
its eGOLD products.
Other baseband vendors are scrambling to address this trend.
Last week, NXP finalized its acquisition of Silicon Labs'
cellular radio products for $285 million. NXP plans to
integrate these
CMOS transceivers into its Nexperia baseband processors.
Broadcom has developed its own CMOS radio technology
and is working
to integrate this technology into its baseband products.
Freescale is taking a different approach, combining the
baseband and
radio
chips in a multichip package called RCP.
Although
the vendors promote these devices as integrating the radio,
most require an external power amplifier chip
and other
analog circuitry to complete the radio subsystem. Still,
this technique is quite useful in reducing the cost and
board area
of handsets. By 2008, baseband vendors that do not have
CMOS radio technology will be unable to compete for low-cost
handsets.
—Linley
Additional
coverage of these products appears in our report A
Guide to Wireless Handset Processors.
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